13F Institutional Holdings
CONGRESS ASSET MANAGEMENT CO MA IIR Report | ThinkSabio - Stocks Simplified
Oct 10, 2026 · ThinkSabio Blog
CONGRESS ASSET MANAGEMENT CO MA – Q3 2026 PF Holdings
AUM: $16.61B
NEWLY BOUGHT Top-25: #VCYT #YOU #MDT #CRWD #BELFB #LITE #MTRN #VTR #WSM #RPRX #CGNX #MSGE #IQV #SITM #OTTR #IHI #XSD #XHB #EQT #PBH #TDIV #FDIS #FLXS #XLY #IHE
INCREASED Top-25: #APH #GOOGL #AVGO #HALO #AMZN #RGEN #ASML #LLY #NOVT #IDCC #TGTX #TJX #FROG #IMAX #PJT #BOOT #LIVN #SXT #MU #FSS #MMSI #SKY #KEX #ABCB #AUB
NO-CHANGE Top-25: #VRT #VOO #ADP #IWM #GNRC #BRK.B #MDY #ADBE #HOOD #MELI #SO #FXI #NAVN #TXRH #LOW #ICE #VRTX #BRKB
REDUCED Top-25: #NVDA #AAPL #MSFT #CR #ANET #LGND #V #MDB #COST #META #WELL #ETN #UFPT #MOG.A #HWM #GEV #GS #PH #EAT #IBKR #NPO #WMB #ECL #VCEL #CVLT
SOLD-OFF Top-15: #UTI #KLIC #ALNY #DHI #CELH #HE #BWXT #PRIM #TTWO #VOT #CALX #HON #CPRT #YETI #SAIA
Positive Returns (YTD): #KLIC:+90% #VOT:+8% #HON:+6%
Negative Returns (YTD): #ALNY:-42% #CELH:-40% #PRIM:-36% #HE:-31% #CALX:-31% #CPRT:-28% #BWXT:-21% #UTI:-17% #TTWO:-15% #YETI:-11% #DHI:-7%
Note:
- Newly bought + Increased + Reduced + Sold-Off – highest invested first
- Descending order based on Q3 2026 net investment value
- Returns are presented on a YTD basis
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