StockDriftsStockDriftsTop 50 Congress Asset Management CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp. | 3.81% | 2.57M | $587.3M | -2.15%(-56.52K) | $29.16(+644.50%) | 2026-09-30 | |
| AAPL | Apple Inc. | 3.44% | 1.59M | $530.9M | -0.97%(-15.57K) | $66.81(+413.33%) | 2026-09-30 | |
| GOOGL | Alphabet Inc. | 2.75% | 1.24M | $425.0M | +21.07%(+215.00K) | $152.63(+125.50%) | 2026-09-30 | |
| MSFT | Microsoft Corp. | 2.66% | 801.2K | $411.0M | -1.73%(-14.09K) | $186.41(+186.20%) | 2026-09-30 | |
| AVGO | Broadcom Inc | 1.87% | 821.0K | $288.3M | +11.20%(+82.71K) | $214.13(+56.26%) | 2026-09-30 | |
| HALO | Halozyme Therapeutics Inc | 1.63% | 2.28M | $251.9M | +85.63%(+1.05M) | $71.55(+71.21%) | 2026-09-30 | |
| ANET | Arista Networks Inc | 1.38% | 1.05M | $213.7M | -10.81%(-127.14K) | $44.64(+309.86%) | 2026-09-30 | |
| LGND | Ligand Pharmaceuticals Incorporated | 1.33% | 658.6K | $205.7M | -0.21%(-1.35K) | $127.28(+133.56%) | 2026-09-30 | |
| META | Meta Platforms Inc | 1.32% | 280.9K | $203.7M | -3.87%(-11.31K) | $352.10(+100.35%) | 2026-09-30 | |
| RGEN | Repligen Corporation | 1.27% | 1.02M | $196.2M | +0.86%(+8.68K) | $143.96(+22.55%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.16% | +56.74% | +4.19% | +22.76% |
| Top 20 Holdings Unweighted | +14.02% | +48.25% | +4.05% | +21.94% |
Congress Asset Management CO reports $15.43B in US-listed equity holdings across 406 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (3.8%), AAPL (3.4%) and GOOGL (2.8%). The top 20 holdings account for 32.67% of reported assets. Its disclosed equity book has returned +56.74% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Congress Asset Management CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 897378). View Congress Asset Management CO’s 13F filings on SEC