CONGRESS ASSET MANAGEMENT CO
BOSTON MA · SEC CIK 0000897378
$162.79亿2026Q2 申报市值
376持仓数
18.5%前十大占比 · 第一大 3.2%
32 / 74新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ARM 新建仓+$1.45亿
KLIC 新建仓+$1.17亿
MIR 加仓+$9,989.47万
AROC 新建仓+$9,009.97万
COCO 新建仓+$7,983.77万
2026Q2 卖出最多 按季末市值估算
STRL 减仓-$2.24亿
MLM 减仓-$1.02亿
PEN 减仓-$9,634.98万
TMO 减仓-$9,616.85万
ANET 减仓-$9,449.54万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FAST | Fastenal Co. | $5,043.73万 | 0.31% | 1,050,122 | -23,673 | -2.2% | -$113.70万 | 减仓 |
| VMI | Valmont Industries, Inc. | $5,033.37万 | 0.31% | 87,143 | -2,741 | -3.0% | -$158.32万 | 减仓 |
| CRS | Carpenter Technology Corporation | $4,982.79万 | 0.31% | 80,779 | -2,159 | -2.6% | -$133.18万 | 减仓 |
| OLLI | Ollies Bargain Outlet Holdings Inc. | $4,869.51万 | 0.30% | 633,391 | -234,799 | -27.0% | -$1,805.13万 | 减仓 |
| APG | API Group Corp | $4,867.25万 | 0.30% | 1,149,291 | -32,220 | -2.7% | -$136.45万 | 减仓 |
| BROS | Dutch Bros Inc | $4,656.57万 | 0.29% | 648,457 | 431,342 | 198.7% | $3,097.47万 | 加仓 |
| ROST | Ross Stores Inc | $4,524.52万 | 0.28% | 212,568 | -6,398 | -2.9% | -$136.18万 | 减仓 |
| CAT | Caterpillar Inc | $4,435.46万 | 0.27% | 41,651 | -1,537 | -3.6% | -$163.68万 | 减仓 |
| FLS | Flowserve Corporation | $4,374.17万 | 0.27% | 589,829 | 469,872 | 391.7% | $3,484.57万 | 加仓 |
| RBRK | Rubrik Inc. | $4,332.58万 | 0.27% | 539,684 | -6,041 | -1.1% | -$48.50万 | 减仓 |
| KRMN | Karman Holdings Inc. | $4,309.63万 | 0.26% | 863,308 | 156,112 | 22.1% | $779.31万 | 加仓 |
| EHC | Encompass Health Corporation | $4,105.07万 | 0.25% | 406,121 | -16,275 | -3.9% | -$164.51万 | 减仓 |
| DELL | Dell Technologies Inc | $4,084.85万 | 0.25% | 94,675 | -51,396 | -35.2% | -$2,217.53万 | 减仓 |
| TRNO | Terreno Realty Corporation | $3,925.10万 | 0.24% | 606,005 | -9,761 | -1.6% | -$63.22万 | 减仓 |
| CAVA | CAVA Group Inc. | $3,911.00万 | 0.24% | 498,344 | 6,285 | 1.3% | $49.32万 | 加仓 |
| DHI | D.R. Horton, Inc. | $3,780.79万 | 0.23% | 232,121 | 26,230 | 12.7% | $427.23万 | 加仓 |
| ENTG | Entegris Inc | $3,757.81万 | 0.23% | 208,930 | -5,549 | -2.6% | -$99.80万 | 减仓 |
| ROKU | Roku Inc | $3,682.94万 | 0.23% | 266,609 | 266,609 | — | $3,682.94万 | 新建仓 |
| MYRG | MYR Grp Inc | $3,678.39万 | 0.23% | 73,509 | -23,774 | -24.4% | -$1,189.65万 | 减仓 |
| STE | Steris PLC | $3,600.04万 | 0.22% | 170,967 | 20,540 | 13.7% | $432.51万 | 加仓 |
| EXPE | Expedia Group Inc | $3,599.60万 | 0.22% | 140,675 | 14,746 | 11.7% | $377.32万 | 加仓 |
| ADI | Analog Devices Inc. | $3,530.93万 | 0.22% | 88,902 | 6,743 | 8.2% | $267.81万 | 加仓 |
| MLM | Martin Marietta Materials Inc | $3,514.99万 | 0.22% | 60,950 | -177,021 | -74.4% | -$1.02亿 | 减仓 |
| AFRM | Affirm Holdings Inc | $3,477.86万 | 0.21% | 426,470 | 417,470 | 4,638.6% | $3,404.47万 | 加仓 |
| JPM | JPMorgan Chase & Co. | $3,421.14万 | 0.21% | 104,517 | -3,084 | -2.9% | -$100.95万 | 减仓 |
| TOST | Toast Inc | $3,337.02万 | 0.20% | 1,199,504 | 108,268 | 9.9% | $301.20万 | 加仓 |
| CTAS | Cintas Corporation | $3,131.18万 | 0.19% | 184,100 | -5,711 | -3.0% | -$97.13万 | 减仓 |
| PLXS | Plexus Corp | $3,118.94万 | 0.19% | 103,733 | 84,478 | 438.7% | $2,540.00万 | 加仓 |
| MEDP | Medpace Holdings Inc. | $3,096.99万 | 0.19% | 58,479 | -1,708 | -2.8% | -$90.45万 | 减仓 |
| BJ | BJ Wholesale Club Holdings Inc | $3,056.95万 | 0.19% | 350,487 | -18,623 | -5.0% | -$162.43万 | 减仓 |
| — | Congress Large Cap Growth Fund - Inst. Cl | $2,851.15万 | 0.18% | 555,130 | -227 | -0.0% | -$1.17万 | 减仓 |
| TWLO | Twilio Inc | $2,849.71万 | 0.18% | 138,114 | 138,114 | — | $2,849.71万 | 新建仓 |
| ACMR | Acm Research Inc | $2,840.50万 | 0.17% | 223,855 | -116,008 | -34.1% | -$1,472.03万 | 减仓 |
| SEI | Solaris Energy Infrastructure Inc | $2,775.35万 | 0.17% | 344,935 | 340,788 | 8,217.7% | $2,741.98万 | 加仓 |
| LECO | Lincoln Electric Holdings Inc. | $2,734.47万 | 0.17% | 102,989 | -2,537 | -2.4% | -$67.36万 | 减仓 |
| CSCO | Cisco Systems, Inc. | $2,718.07万 | 0.17% | 231,404 | -8,434 | -3.5% | -$99.07万 | 减仓 |
| GMED | Globus Med Inc | $2,675.48万 | 0.16% | 338,625 | 338,625 | — | $2,675.48万 | 新建仓 |
| VBK | Vanguard Index Funds SML CP GRW ETF | $2,658.64万 | 0.16% | 72,700 | -79,179 | -52.1% | -$2,895.58万 | 减仓 |
| IOT | Samsara Inc | $2,646.99万 | 0.16% | 816,215 | 816,215 | — | $2,646.99万 | 新建仓 |
| VIRT | Virtu Financial Inc | $2,631.78万 | 0.16% | 441,795 | 4,371 | 1.0% | $26.04万 | 加仓 |
| MQ | Marqeta Inc | $2,585.75万 | 0.16% | 1,592,210 | 1,592,210 | — | $2,585.75万 | 新建仓 |
| HD | Home Depot Inc. | $2,453.93万 | 0.15% | 69,579 | -5,201 | -7.0% | -$183.43万 | 减仓 |
| DOCN | DigitalOcean Holdings Inc | $2,447.55万 | 0.15% | 155,865 | -47,178 | -23.2% | -$740.84万 | 减仓 |
| FND | Floor And Decor Holding Inc. | $2,378.39万 | 0.15% | 400,673 | 4,381 | 1.1% | $26.01万 | 加仓 |
| KLAC | KLA Corp. | $2,372.31万 | 0.15% | 78,629 | 78,629 | — | $2,372.31万 | 新建仓 |
| RRC | Range Resources Corp. | $2,344.00万 | 0.14% | 630,278 | -22,897 | -3.5% | -$85.15万 | 减仓 |
| LRCX | Lam Research Corporation | $2,311.25万 | 0.14% | 53,337 | 7,056 | 15.2% | $305.76万 | 加仓 |
| HWKN | Hawkins Inc | $2,287.57万 | 0.14% | 160,983 | -4,397 | -2.7% | -$62.48万 | 减仓 |
| IWP | iShares Trust RUS MD CP GR ETF | $2,258.79万 | 0.14% | 154,279 | -156,889 | -50.4% | -$2,297.01万 | 减仓 |
| GOOG | Alphabet Inc. | $2,228.15万 | 0.14% | 63,061 | -10,330 | -14.1% | -$364.99万 | 减仓 |
| ELF | E L F Beauty Inc | $2,099.28万 | 0.13% | 283,687 | -16,047 | -5.4% | -$118.75万 | 减仓 |
| AMGN | Amgen Inc. | $2,083.14万 | 0.13% | 57,526 | -1,144 | -1.9% | -$41.43万 | 减仓 |
| AME | Ametek, Inc. | $1,980.56万 | 0.12% | 81,862 | 1,015 | 1.3% | $24.56万 | 加仓 |
| NEE | NextEra Energy Inc | $1,942.55万 | 0.12% | 221,322 | 11,104 | 5.3% | $97.46万 | 加仓 |
| LIN | Linde PLC | $1,865.60万 | 0.11% | 35,950 | -1,094 | -3.0% | -$56.77万 | 减仓 |
| IWF | iShares Trust RUS 1000 GRW ETF | $1,863.03万 | 0.11% | 150,039 | -291,297 | -66.0% | -$3,617.03万 | 减仓 |
| MHO | M/I Homes Inc. | $1,822.63万 | 0.11% | 113,355 | 54,706 | 93.3% | $879.62万 | 加仓 |
| TBBK | Bancorp Inc | $1,794.83万 | 0.11% | 286,531 | 2,854 | 1.0% | $17.88万 | 加仓 |
| TEL | TE Connectivity PLC | $1,772.62万 | 0.11% | 87,923 | -2,311 | -2.6% | -$46.59万 | 减仓 |
| SYK | Stryker Corporation | $1,767.56万 | 0.11% | 56,142 | -1,705 | -2.9% | -$53.68万 | 减仓 |
| CDW | CDW Corp | $1,747.08万 | 0.11% | 124,223 | -159 | -0.1% | -$2.24万 | 减仓 |
| IBM | International Business Machines Corp. | $1,742.98万 | 0.11% | 61,981 | -369 | -0.6% | -$10.38万 | 减仓 |
| WTFC | Wintrust Financial Corporation | $1,741.84万 | 0.11% | 108,377 | 1,188 | 1.1% | $19.09万 | 加仓 |
| IRT | Independence Realty Trust Inc | $1,672.64万 | 0.10% | 1,002,178 | 857,281 | 591.6% | $1,430.80万 | 加仓 |
| MAR | Marriott International, Inc. | $1,672.06万 | 0.10% | 45,119 | -1,379 | -3.0% | -$51.10万 | 减仓 |
| BKH | Black Hills Corporation | $1,634.70万 | 0.10% | 219,718 | 107,972 | 96.6% | $803.31万 | 加仓 |
| WMT | Walmart Inc | $1,608.87万 | 0.10% | 142,051 | -1,554 | -1.1% | -$17.60万 | 减仓 |
| AVY | Avery Dennison Corporation | $1,593.66万 | 0.10% | 98,162 | -4,685 | -4.6% | -$76.06万 | 减仓 |
| MA | MasterCard Incorporated | $1,592.62万 | 0.10% | 31,009 | -329 | -1.0% | -$16.90万 | 减仓 |
| TMDX | TransMedics Group Inc. | $1,513.27万 | 0.09% | 227,834 | 227,834 | — | $1,513.27万 | 新建仓 |
| GTY | Getty Realty Corp | $1,511.73万 | 0.09% | 453,158 | 174,868 | 62.8% | $583.36万 | 加仓 |
| OKTA | Okta Inc. | $1,507.27万 | 0.09% | 110,463 | 9,226 | 9.1% | $125.89万 | 加仓 |
| PATK | Patrick Industries Inc. | $1,494.99万 | 0.09% | 166,517 | 13,561 | 8.9% | $121.75万 | 加仓 |
| CVX | Chevron Corp. | $1,492.47万 | 0.09% | 90,038 | 8,034 | 9.8% | $133.17万 | 加仓 |
| KRYS | Krystal Biotech Inc | $1,491.66万 | 0.09% | 40,134 | 40,134 | — | $1,491.66万 | 新建仓 |
| SHW | The Sherwin-Williams Company | $1,486.23万 | 0.09% | 43,164 | -924 | -2.1% | -$31.82万 | 减仓 |
| BMI | Badger Meter Inc | $1,484.25万 | 0.09% | 100,030 | -2,065 | -2.0% | -$30.64万 | 减仓 |
| VST | Vistra Corp | $1,466.25万 | 0.09% | 92,432 | 2,582 | 2.9% | $40.96万 | 加仓 |
| WINA | Winmark Corp. | $1,463.05万 | 0.09% | 34,581 | 15,734 | 83.5% | $665.67万 | 加仓 |
| NFLX | Netflix, Inc. | $1,456.11万 | 0.09% | 203,937 | -31,313 | -13.3% | -$223.57万 | 减仓 |
| BNY | The Bank of New York Mellon Corp. | $1,444.77万 | 0.09% | 99,908 | 92,276 | 1,209.1% | $1,334.40万 | 加仓 |
| MNST | Monster Beverage Corp | $1,442.36万 | 0.09% | 150,058 | 38,944 | 35.0% | $374.33万 | 加仓 |
| CALM | Cal-Maine Foods Inc. | $1,414.70万 | 0.09% | 175,608 | 66,328 | 60.7% | $534.34万 | 加仓 |
| CELH | Celsius Holdings Inc. | $1,394.21万 | 0.09% | 476,163 | -52,913 | -10.0% | -$154.93万 | 减仓 |
| BKNG | Booking Holdings Inc | $1,393.60万 | 0.09% | 78,187 | -2,313 | -2.9% | -$41.23万 | 减仓 |
| NBIX | Neurocrine Biosciences Inc | $1,390.18万 | 0.09% | 82,486 | 82,486 | — | $1,390.18万 | 新建仓 |
| CME | CME Group Inc. | $1,386.13万 | 0.09% | 62,769 | -2,512 | -3.8% | -$55.47万 | 减仓 |
| NOMD | Nomad Foods Ltd. | $1,378.14万 | 0.08% | 1,258,575 | 837,217 | 198.7% | $916.75万 | 加仓 |
| AMRX | Amneal Pharmaceuticals Inc | $1,354.99万 | 0.08% | 782,778 | 782,778 | — | $1,354.99万 | 新建仓 |
| CCJ | Cameco Corporation | $1,354.27万 | 0.08% | 132,954 | 674 | 0.5% | $6.87万 | 加仓 |
| HE | Hawaiian Electric Industries, Inc. | $1,347.95万 | 0.08% | 996,265 | 6,930 | 0.7% | $9.38万 | 加仓 |
| HIW | Highwoods Properties, Inc. | $1,341.35万 | 0.08% | 444,745 | 4,763 | 1.1% | $14.37万 | 加仓 |
| CDNS | Cadence Design Systems, Inc. | $1,310.62万 | 0.08% | 34,920 | -292 | -0.8% | -$10.96万 | 减仓 |
| EOG | EOG Resources Inc. | $1,306.94万 | 0.08% | 100,743 | -3,757 | -3.6% | -$48.74万 | 减仓 |
| EXLS | ExlService Holdings Inc. | $1,306.46万 | 0.08% | 505,204 | 3,060 | 0.6% | $7.91万 | 加仓 |
| TDS | Telephone and Data Systems Inc. | $1,304.59万 | 0.08% | 352,497 | 74,173 | 26.6% | $274.51万 | 加仓 |
| BOH | Bank of Hawaii Corp. | $1,295.49万 | 0.08% | 158,975 | 16,190 | 11.3% | $131.93万 | 加仓 |
| GRMN | Garmin Ltd | $1,282.70万 | 0.08% | 53,999 | -2,529 | -4.5% | -$60.07万 | 减仓 |
| MCD | McDonald's Corp. | $1,245.80万 | 0.08% | 46,088 | -2,751 | -5.6% | -$74.36万 | 减仓 |
| FICO | Fair Isaac Corporation | $1,237.55万 | 0.08% | 10,358 | -18,059 | -63.5% | -$2,157.65万 | 减仓 |