1y return+15.7%S&P 500 +20.9%
3y return+49.3%S&P 500 +68.5%
5y return+46.4%S&P 500 +74.5%
10y return+257.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $358 against $357 in the S&P 500.2
Congress Asset Management CoS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANVIDIA Corp. | $525.8M | 3.2% | +4.7% |
| AAPLApple Inc. | $465.8M | 2.9% | −1.3% |
| GOOGLAlphabet Inc. | $364.6M | 2.2% | −3.3% |
| MSFTMicrosoft Corp. | $304.1M | 1.9% | +27.8% |
| AVGOBroadcom Inc | $278.9M | 1.7% | −2.6% |
| VVisa Inc | $227.6M | 1.4% | +18.0% |
| GEVGE Vernova Inc. | $226.4M | 1.4% | −3.1% |
| APHAmphenol Corporation | $215.3M | 1.3% | +26.2% |
| LGNDLigand Pharmaceuticals Incorporated | $208.6M | 1.3% | +30.8% |
| ANETArista Networks Inc | $199.9M | 1.2% | −32.1% |
| COSTCostco Wholesale Corporation | $195.4M | 1.2% | −3.3% |
| STRLSterling Infrastructure Inc | $193.4M | 1.2% | −53.6% |
| GSGoldman Sachs Group, Inc. | $184.2M | 1.1% | −3.9% |
| UFPTUFP Technologies Inc. | $182.3M | 1.1% | +31.3% |
| Eaton Corporation PLCCUSIP G29183103 | $176.0M | 1.1% | −18.0% |
| ASML Holding N.V.CUSIP N07059210 | $175.6M | 1.1% | +6.8% |
| AMZNAmazon.com, Inc. | $174.9M | 1.1% | −18.7% |
| MOG/AMoog Inc. | $172.2M | 1.1% | |
| MDBMongoDB Inc. | $171.7M | 1.1% | +69.3% |
| MODModine Manufacturing Co. | $168.0M | 1.0% | −3.3% |
| HWMHowmet Aerospace Inc | $167.4M | 1.0% | −21.8% |
| NVent Electric PLCCUSIP G6700G107 | $166.9M | 1.0% | −12.3% |
| METAMeta Platforms Inc | $164.6M | 1.0% | −3.9% |
| WELLWelltower Inc. | $163.8M | 1.0% | −3.8% |
| NPOEnpro Inc | $163.3M | 1.0% | +8.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| STRLSterling Infrastructure Inc | June 30, 2023 | +1404.2% | $193.4M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $278.9M |
| NVDANVIDIA Corp. | June 30, 2021 | +900.3% | $525.8M |
| MODModine Manufacturing Co. | June 30, 2023 | +708.7% | $168.0M |
| BOOTBoot Barn Holdings Inc | June 30, 2020 | +661.9% | $131.0M |
| APHAmphenol Corporation | June 30, 2020 | +636.1% | $215.3M |
| CWCurtiss-Wright Corp. | March 31, 2022 | +404.7% | $150.6M |
| GOOGLAlphabet Inc. | June 30, 2020 | +404.0% | $364.6M |
| NPOEnpro Inc | September 30, 2021 | +332.7% | $163.3M |
| LLYEli Lilly & Co. | March 31, 2022 | +318.8% | $147.6M |
Sold off last quarter
- DTDynatrace Inc was $66.9M
- HLIHoulihan Lokey Inc. was $33.5M
- GWREGuidewire Software Inc was $30.3M
- PBHPrestige Consumer Healthcare Inc was $26.7M
- PTCPTC Inc was $24.6M
- AZTAAzenta Inc was $24.2M
- PODDInsulet Corporation was $22.1M
- IESCIES Holdings Inc. was $20.7M
- KNSLKinsale Capital Group Inc was $14.3M
- MORNMorningstar Inc was $13.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.2% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | −2.9% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +12.4% | +10.5% |
| March 31, 2025 | −6.6% | −4.6% |
| December 31, 2024 | +0.6% | +2.1% |
| September 30, 2024 | +4.9% | +5.4% |
| June 30, 2024 | −0.6% | +4.0% |
| March 31, 2024 | +9.5% | +10.0% |
| December 31, 2023 | +10.9% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +7.5% | +8.3% |
| March 31, 2023 | +8.1% | +7.0% |
| December 31, 2022 | +8.2% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −17.0% | −16.5% |
| March 31, 2022 | −11.2% | −4.9% |
| December 31, 2021 | +9.4% | +10.7% |
| September 30, 2021 | +1.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Congress Asset Management Co Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=897378&type=13F-HR&dateb=&owner=include&count=40CIK 897378
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/897378/000089737826000010/Filed July 7, 2026 · accession 0000897378-26-000010