Titelia

Holdings of CONGRESS ASSET MANAGEMENT CO

384 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 20.5 % of the equity sleeve

Sector breakdown

  • Technology 19.8 %
  • Industrials 10.8 %
  • Consumer discretionary 7.9 %
  • Health care 5.7 %
  • Financials 5.1 %
  • Communication 4.1 %
  • Materials 2.5 %
  • Consumer staples 1.9 %
  • Energy 1.2 %
  • Real estate 1.2 %
  • Utilities 0.3 %
  • Funds 0.2 %
  • Unattributed 39.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.1 %
  • NL 0.8 %
  • KY 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US38212.8B $99.13 %
2NL1109.1M $0.85 %
3KY12.3M $0.02 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 2,510,028437.7M $
2Apple Inc 1,631,485414.1M $
3Alphabet Inc 1,054,554303.2M $
4Microsoft Corp 638,107236.2M $
5Broadcom Inc 757,731234.5M $
6Costco Wholesale Corp 216,024215.3M $
7Arista Networks Inc 1,732,854212.8M $
8Sterling Infrastructure Inc 497,098202.5M $
9TJX Cos Inc/The 1,203,988192.3M $
10Amazon.com Inc 903,120188.1M $
11Howmet Aerospace Inc 796,404183.5M $
12Meta Platforms Inc 303,914173.9M $
13GE Vernova Inc 198,825173.6M $
14Visa Inc 562,093169.9M $
15Goldman Sachs Group Inc/The 189,415160.2M $
16Curtiss-Wright Corp 227,835155.2M $
17Welltower Inc 750,200148.3M $
18TKO Group Holdings Inc 727,806146.8M $
19Intuitive Surgical Inc 312,410144M $
20Parker-Hannifin Corp 159,176142.5M $
21Modine Manufacturing Co 650,673141M $
22O'Reilly Automotive Inc 1,524,657140.7M $
23Martin Marietta Materials Inc 237,971140.1M $
24Williams Cos Inc/The 1,819,871132.5M $
25Ecolab Inc 474,438126.2M $
26Amphenol Corp 967,292122.2M $
27Moog Inc 402,562117.8M $
28Primoris Services Corp 818,096117M $
29InterDigital Inc 386,013116.6M $
30Rambus Inc 1,275,978109.8M $
31ASML Holding NV 82,626109.1M $
32Hilton Worldwide Holdings Inc 352,636107.2M $
33Boot Barn Holdings Inc 717,574105M $
34Penumbra Inc 317,337104.2M $
35Boston Scientific Corp 1,629,485102.3M $
36UFP Technologies Inc 523,438101.3M $
37Ligand Pharmaceuticals Inc 504,637100.8M $
38Uber Technologies Inc 1,396,539100.5M $
39Enpro Inc 398,43199.9M $
40Thermo Fisher Scientific Inc 200,28898.4M $
41Eli Lilly & Co 104,10295.8M $
42Alnylam Pharmaceuticals Inc 285,73994.5M $
43Repligen Corp 797,86794M $
44IDEXX Laboratories Inc 166,68693.7M $
45Quanta Services Inc 170,19293.4M $
46Moody's Corp 213,33193.1M $
47Monolithic Power Systems Inc 83,34391.1M $
48LeMaitre Vascular Inc 834,52991.1M $
49Brinker International Inc 615,73287.9M $
50Casey's General Stores Inc 118,69086.4M $
51Ameris Bancorp 1,095,96685.5M $
52ServiceNow Inc 815,87185.3M $
53PJT Partners Inc 604,35284.4M $
54Kirby Corp 625,54283.1M $
55Halozyme Therapeutics Inc 1,280,59282.8M $
56EMCOR Group Inc 110,20881.4M $
57Calix Inc 1,644,28980.6M $
58Tapestry Inc 568,56680.2M $
59Atlantic Union Bankshares Corp 2,241,87480.1M $
60Ollie's Bargain Outlet Holdings Inc 868,19079.9M $
61Universal Technical Institute Inc 2,152,97877.7M $
62Champion Homes Inc 1,040,88877.4M $
63Comfort Systems USA Inc 55,19276.1M $
64Balchem Corp 445,81375.6M $
65ACI Worldwide Inc 1,833,80875.2M $
66MongoDB Inc 301,89773.9M $
67Sensient Technologies Corp 848,96073.4M $
68TG Therapeutics Inc 2,168,08172M $
69Cargurus Inc 2,110,53771.9M $
70AeroVironment Inc 392,50871.8M $
71JBT Marel Corp 557,37871.3M $
72Merit Medical Systems Inc 1,029,24970.9M $
73Palantir Technologies Inc 484,71470.9M $
74Federal Signal Corp 642,36069.5M $
75Raymond James Financial Inc 471,38968.3M $
76Crane Co 392,12167.1M $
77Advanced Energy Industries Inc 207,37166.9M $
78Dynatrace Inc 1,808,85466.9M $
79CSW Industrials Inc 252,34865.8M $
80Interactive Brokers Group Inc 971,52965.2M $
81Commvault Systems Inc 768,64659.9M $
82HEICO Corp 210,30057.7M $
83Karman Holdings Inc 707,19656.6M $
84Cloudflare Inc 273,75656.5M $
85Crane NXT Co 1,370,79855.6M $
86YETI Holdings Inc 1,401,44051.3M $
87Fastenal Co 1,073,79549.8M $
88Vericel Corp 1,506,91848.5M $
89API Group Corp 1,181,51147.9M $
90Ross Stores Inc 218,96647.4M $
91iShares Russell 1000 Growth ETF 110,33447M $
92Vanguard Index Funds 151,87945.9M $
93Encompass Health Corp 422,39640.9M $
94Tractor Supply Co 889,02740.3M $
95iShares Trust 311,16839.9M $
96Cava Group Inc 492,05939.8M $
97Qnity Electronics Inc 340,70539.3M $
98Terreno Realty Corp 615,76637.8M $
99BJ's Wholesale Club Holdings Inc 369,11036.3M $
100Valmont Industries Inc 89,88435.9M $