Data as of Q4 2025 (Dec 31, 2025)

CONGRESS ASSET MANAGEMENT CO

โ€ขCIK: 897378โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

GEV
GE Vernova Inc.
NEW
0.9% of portfolio
NFLX
Netflix, Inc.
+886.2%
0.9% of portfolio
IDXX
IDEXX Laboratories Inc.
+9894.0%
0.7% of portfolio
NOW
Servicenow Inc
+385.4%
0.9% of portfolio
RGEN
Repligen Corporation
+241.4%
0.9% of portfolio

๐Ÿ“‰ Biggest Sells

CIT
Cintas Corporation
-73.8%
0.3% of portfolio
HD
Home Depot Inc.
-76.6%
0.2% of portfolio
OLLI
Ollies Bargain Outlet Holdings Inc.
-43.3%
0.7% of portfolio
CYBR
Cyberark Software Ltd.
-50.9%
0.4% of portfolio
LGND
Ligand Pharmaceuticals Incorporated
-28.1%
0.6% of portfolio

Sector Breakdown

Other73.1%
Technology15.4%
Consumer4.4%
Financial3.5%
Materials1.1%
Healthcare1.1%
Communication0.9%
Industrial0.2%

๐Ÿšช Exited Positionssold since Q3 2025

AJG
Gallagher Aj &Co
SOLD
$123.7M
MSI
Motorola Solutions Inc
SOLD
$114.2M
LRN
Stride Inc
SOLD
$69.3M
DSG
Descartes Systems Group Inc.
SOLD
$66.7M
VRTX
Vertex Pharmaceuticals Incorporated
SOLD
$63.0M
+198 more exited positions

Changes from Q3 2025

NEW11 new positions
โ†‘82 increased
โ†“107 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023