Latest imported 13F data

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

Other72.2%
Technology15.4%
Consumer4.4%
Financial4.3%
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 2023Q3 2023Q2 2023Q1 2023Q4 2022