CONGRESS ASSET MANAGEMENT CO
โขCIK: 897378โขFiling: Q4 2025
Congress Asset Management Co., with $14.2 billion in assets under management, is known for its concentrated, high-conviction investment strategy, focusing on a select 381 positions. Recently, the fund has made notable moves by adding significant positions in WMT and PRAX, while exiting LRN and DSG, reflecting a strategy that emphasizes tech and consumer staples with recent additions in GEV, EAT, and KEX.
Total AUM
$14.2B
QoQ Performance
-5.5%
Positions
380
Top 10 Concentration
21.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA3.3%
AAPL3.1%
GOOGL2.3%
MSFT2.2%
AVGO1.8%
ANET1.6%
GS1.6%
AMZN1.5%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other72.2%
Technology15.4%
Consumer4.4%
Financial4.3%
Materials1.1%
Healthcare1.1%
Communication0.9%
Industrial0.2%
๐ช Exited Positionssold since Q3 2025
+198 more exited positions
Changes from Q3 2025
NEW11 new positions
โ82 increased
โ107 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022