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
Other73.1%
Technology15.4%
Consumer4.4%
Financial3.5%
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 2023