Congress Asset Management Co. has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing details the firm's portfolio of over 400 equity securities.
The report lists a total of 406 positions held by Congress Asset Management. The firm's compliance associate, Athena Konstantinidis, signed the filing on October 6, 2026. The firm's address is listed as 2 Seaport Lane, 5th Floor, Boston, MA.
The portfolio includes a mix of large-cap technology, healthcare, and industrial companies. Major holdings include Apple Inc., with 530,892,823 shares, and Alphabet Inc., with a combined holding of 425,005,995 shares. Other notable positions include American Tower Corporation, Broadcom Inc., and Eli Lilly & Co.
The filing also includes several exchange-traded funds managed by Congress Asset Management, such as the Congress Large Cap Growth ETF and the Congress Mid Cap Growth Fund Inst. Class.
