CONGRESS ASSET MANAGEMENT CO MA
Q1 2023 Form 13-F

BOSTON, MASSACHUSETTS
CIK 0000897378 · CRD 105161 · SEC-registered investment adviser
Holdings reported by PERSONAL CFO SOLUTIONS LLC since Q3 2019 , Advisory Services Network LLC since Q1 2020
$10.7B Reported Value Total

CONGRESS ASSET MANAGEMENT COMPANY, LLP reports 6,423 total accounts under management (AUM). There are 6,423 discretionary accounts valued at $10,099,098,612, and 0 non-discretionary accounts.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary Manager
Firm Brochure (Part 2A)
Source: Form ADV filed 2026-03-17
Reported value
$10.7B
Quarter over quarter
+8.2%
Holdings
368
Top-10 concentration
15.5%

Filing Structure

Reports holdings for

Holdings reported by

Key People

Form ADV owners & control persons
Daniel Anthony Lagan
TRUSTEE
Christopher Michael Lagan
TRUSTEE
James A. Fricano
CHIEF COMPLIANCE OFFICER
Q4 2022
Q2 2023
Go to latest

Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.

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Q1 2023 13F filing summary

Period of report March 31, 2023
Filed April 21, 2023
Form 13F-HR
Reported value $10.7B
Positions 368
Change in reported value +7.6%
New positions 22
Exited positions 29
Position turnover 12.9%
Top-10 concentration 15.5%

13F filings by quarter

Quarter Positions Value
Q3 2026 13F
Filed Oct 6, 2026
 404 $15.4B
Q2 2026 13F
Filed Jul 7, 2026
 375 $16.3B
Q1 2026 13F
Filed Apr 14, 2026
 417 $14.0B
Q4 2025 13F
Filed Jan 9, 2026
 381 $14.2B
Q3 2025 13F
Filed Oct 10, 2025
 392 $15.0B
Q2 2025 13F
Filed Jul 16, 2025
 382 $14.6B
Q1 2025 13F
Filed Apr 11, 2025
 365 $13.4B
Q4 2024 13F
Filed Jan 30, 2025
 386 $14.8B
Q3 2024 13F
Filed Oct 28, 2024
 357 $14.7B
Q2 2024 13F
Filed Aug 2, 2024
 364 $14.0B
Q1 2024 13F
Filed Apr 11, 2024
 357 $14.0B
Q4 2023 13F
Filed Mar 4, 2024
 371 $12.7B
Q3 2023 13F
Filed Nov 1, 2023
 374 $11.3B
Q2 2023 13F
Filed Jul 27, 2023
 372 $11.5B
Q1 2023 13F
Filed Apr 21, 2023
 368 $10.7B
Q4 2022 13F
Filed Jan 18, 2023
 375 $10.0B
Q3 2022 13F
Filed Nov 8, 2022
 365 $9.3B
Q2 2022 13F
Filed Aug 2, 2022
 366 $10.4B
Q1 2022 13F
Filed Apr 20, 2022
 361 $11.8B
Q4 2021 13F
Filed Jan 28, 2022
 366 $13.1B

34 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q1 2023

# Holding Reported value % of portfolio
1 AAPL Apple Inc $222.8M 2.08%
2 DRI Darden Restaurants Inc $214.3M 2.0%
3 CIEN Ciena Corp Com $173.7M 1.62%
4 PAYC Paycom Software Inc $172.8M 1.61%
5 MSFT Microsoft Corp $172.2M 1.6%
6 DECK Deckers Outdoor Corporation $143.6M 1.34%
7 QLYS Qualys Inc $141.4M 1.32%
8 CPRT Copart Inc. $141.2M 1.32%
9 MTD Mettler Toledo International C $141.2M 1.32%
10 COST Costco Wholesale Corp $140.7M 1.31%
11 MPWR Monolithic Power Systems Inc $138.5M 1.29%
12 ULTA Ulta Beauty Inc $136.7M 1.27%
13 SPSC SPS Commerce Inc Com $136.6M 1.27%
14 V Visa Inc $126.5M 1.18%
15 UNH UnitedHealth Group Inc $125.9M 1.17%
16 EME Emcor Group Inc Com $125.3M 1.17%
17 ABG Asbury Automotive Group Inc $124.7M 1.16%
18 IEX IDEX Corp Com $124.5M 1.16%
19 DIOD Diodes Inc $124.5M 1.16%
20 SWKS Skyworks Solutions Inc $123.9M 1.15%

Values as reported on the Q1 2023 Form 13F. Every position is in the holdings table below.

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