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CIK: 0000897378
Total reported value
$16.3B
$16.3B
365 檔
8.0%
During the Q1 2025 filing period, Congress Asset Management Co (CIK: 0000897378) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $16.3B across 365 reported positions.
In Q1 2025, Congress Asset Management Co displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 365 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.40% | -0.10% | -0.13% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.16% | +0.10% | -0.18% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | +0.18% | -0.35% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.71% | -0.34% | -13.04% | |
| 5 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 1.59% | -0.27% | -4.61% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 1.54% | +0.18% | -0.70% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.49% | -0.24% | -0.33% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | -0.27% | -0.18% | |
| 9 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.30% | -0.73% | -0.20% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | +0.07% | -0.27% | |
| 11 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.25% | -0.29% | +0.45% | |
| 12 | CTAS | Cintas CORP | Stock-Industrials | 1.24% | -0.04% | +0.07% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.22% | +0.22% | -1.17% | |
| 14 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.18% | — | +0.24% | |
| 15 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.16% | -0.29% | +1.65% | |
| 16 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.14% | -0.18% | -1.20% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.12% | -0.52% | +0.16% | |
| 18 | LRN | Stride Inc | Stock-Consumer Staples | 1.11% | -0.02% | EXIT | |
| 19 | PEN | Penumbra Inc | Stock-Healthcare | 1.09% | -0.73% | -10.29% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.09% | -0.03% | -0.80% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.08% | -0.02% | +0.75% | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 1.07% | -0.21% | +0.49% | |
| 23 | ANET | Arista Networks Inc | Stock-Tech | 1.06% | -0.29% | -0.58% | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 1.06% | -0.60% | -0.32% | |
| 25 | BRO | Brown & Brown Inc | Stock-Financials | 1.03% | — | -12.88% | |
| 26 | HALO | Halozyme Therapeutics Inc | Stock-Healthcare | 1.02% | — | +8.83% | |
| 27 | CW | Curtiss-wright CORP | Stock-Industrials | 0.97% | -0.18% | -7.30% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.97% | -0.07% | +1.92% | |
| 29 | ECL | Ecolab Inc | Stock-Materials | 0.95% | -0.12% | +0.25% | |
| 30 | MLM | Martin Marietta Materials | Stock-Materials | 0.91% | -0.78% | -0.07% | |
| 31 | CPRT | Copart Inc | Stock-Industrials | 0.90% | — | -8.15% | |
| 32 | SNPS | Synopsys Inc | Stock-Tech | 0.89% | -0.04% | -0.72% | |
| 33 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.89% | -0.06% | -13.91% | |
| 34 | RJF | Raymond James Financial Inc | Stock-Financials | 0.89% | -0.06% | -7.06% | |
| 35 | BKR | Baker Hughes Co | Stock-Energy | 0.88% | -0.01% | +3.01% | |
| 36 | PH | Parker Hannifin CORP | Stock-Industrials | 0.87% | -0.10% | +0.48% | |
| 37 | WMB | Williams Cos Inc | Stock-Energy | 0.84% | -0.15% | — | |
| 38 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.84% | — | +304.20% | |
| 39 | RMD | Resmed Inc | Stock-Healthcare | 0.82% | — | -6.53% | |
| 40 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.81% | — | -13.08% | |
| 41 | CR | Crane Co | Stock-Industrials | 0.80% | +0.05% | -7.58% | |
| 42 | EME | Emcor Group Inc | Stock-Industrials | 0.79% | -0.04% | -7.87% | |
| 43 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.79% | — | -7.20% | |
| 44 | DSGX | Descartes Systems Grp/the | Stock-Tech | 0.79% | — | -11.74% | |
| 45 | MCO | Moody's CORP | Stock-Financials | 0.79% | -0.10% | +0.26% | |
| 46 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.77% | — | -48.27% | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.74% | -0.12% | — | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.04% | +783.98% | |
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.73% | — | +1.52% | |
| 50 | DT | Dynatrace Inc | Stock-Tech | 0.72% | -0.48% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | NVDA | Nvidia CORP | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 5 | OLLI | Ollie's Bargain Outlet Holdi | — | NEW | New buy |
| 6 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 9 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 11 | HWM | Howmet Aerospace Inc | — | NEW | New buy |
| 12 | CTAS | Cintas CORP | — | NEW | New buy |
| 13 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 14 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 15 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 16 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 17 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 18 | LRN | Stride Inc | — | NEW | New buy |
| 19 | PEN | Penumbra Inc | — | NEW | New buy |
| 20 | HD | Home Depot Inc | — | NEW | New buy |
| 21 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 22 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 23 | ANET | Arista Networks Inc | — | NEW | New buy |
| 24 | NOW | Servicenow Inc | — | NEW | New buy |
| 25 | BRO | Brown & Brown Inc | — | NEW | New buy |
| 26 | HALO | Halozyme Therapeutics Inc | — | NEW | New buy |
| 27 | CW | Curtiss-wright CORP | — | NEW | New buy |
| 28 | NFLX | Netflix Inc | — | NEW | New buy |
| 29 | ECL | Ecolab Inc | — | NEW | New buy |
| 30 | MLM | Martin Marietta Materials | — | NEW | New buy |
| 31 | CPRT | Copart Inc | — | NEW | New buy |
| 32 | SNPS | Synopsys Inc | — | NEW | New buy |
| 33 | CASY | Casey's General Stores Inc | — | NEW | New buy |
| 34 | RJF | Raymond James Financial Inc | — | NEW | New buy |
| 35 | BKR | Baker Hughes Co | — | NEW | New buy |
| 36 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 37 | WMB | Williams Cos Inc | — | NEW | New buy |
| 38 | ✓ | Cyberark Software LTD. Cmn | — | NEW | New buy |
| 39 | RMD | Resmed Inc | — | NEW | New buy |
| 40 | USFD | US Foods Holding CORP | — | NEW | New buy |
| 41 | CR | Crane Co | — | NEW | New buy |
| 42 | EME | Emcor Group Inc | — | NEW | New buy |
| 43 | TDY | Teledyne Technologies Inc | — | NEW | New buy |
| 44 | DSGX | Descartes Systems Grp/the | — | NEW | New buy |
| 45 | MCO | Moody's CORP | — | NEW | New buy |
| 46 | SFM | Sprouts Farmers Market Inc | — | NEW | New buy |
| 47 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 48 | AVGO | Broadcom Inc | — | NEW | New buy |
| 49 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 50 | DT | Dynatrace Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Congress Asset Management Co reported a total U.S. public equity portfolio value of $16.3B across 365 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 8.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $320.5M
During Q1 2025, Congress Asset Management Co's top holdings by market value included AAPL (2.4%)、NVDA (2.2%)、MSFT (1.9%). The largest single position, AAPL, represented 2.4% of total portfolio value.
In Q1 2025, Congress Asset Management Co made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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