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CIK: 0000897378
Total reported value
$16.3B
$16.3B
382 檔
9.3%
In Q2 2025, Congress Asset Management Co's U.S. equity holdings reached a combined market value of $16.3B, distributed across 382 disclosed stock positions.
Congress Asset Management Co executed strategic sector rebalancing during Q2 2025, establishing 11 new positions while fully exiting 2 holdings and trimming 26 positions.
Showing top 200 holdings (of 382 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 2.87% | +0.10% | -0.78% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.26% | +0.18% | +0.40% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.00% | -0.10% | -1.46% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.73% | -0.24% | -1.11% | |
| 5 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 1.55% | -0.27% | -6.21% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.52% | -0.34% | -7.14% | |
| 7 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.47% | -0.29% | -10.76% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.42% | +0.18% | -0.93% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.39% | +0.04% | +24.70% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | -0.27% | -0.76% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | +0.07% | -0.56% | |
| 12 | ETN | Eaton Corporation plc | Stock-Industrials | 1.28% | -0.21% | -0.47% | |
| 13 | NFLX | Netflix Inc | Stock-Comm Services | 1.28% | -0.07% | +0.84% | |
| 14 | ANET | Arista Networks Inc | Stock-Tech | 1.28% | -0.29% | -0.52% | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.28% | -0.02% | -0.99% | |
| 16 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.25% | -0.73% | -1.00% | |
| 17 | NOW | Servicenow Inc | Stock-Tech | 1.24% | -0.60% | -0.64% | |
| 18 | CTAS | Cintas CORP | Stock-Industrials | 1.19% | -0.04% | -2.98% | |
| 19 | DT | Dynatrace Inc | Stock-Tech | 1.18% | -0.48% | EXIT | |
| 20 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.18% | -0.29% | +0.91% | |
| 21 | CW | Curtiss-wright CORP | Stock-Industrials | 1.09% | -0.18% | -20.45% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.03% | -0.52% | -0.75% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.99% | -0.03% | -0.68% | |
| 24 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.98% | -0.18% | +1385.19% | |
| 25 | SNPS | Synopsys Inc | Stock-Tech | 0.96% | -0.04% | -1.12% | |
| 26 | UBER | Uber Technologies Inc | Stock-Industrials | 0.95% | -0.12% | +8.53% | |
| 27 | MLM | Martin Marietta Materials | Stock-Materials | 0.93% | -0.78% | -3.02% | |
| 28 | ECL | Ecolab Inc | Stock-Materials | 0.92% | -0.12% | -0.37% | |
| 29 | PH | Parker Hannifin CORP | Stock-Industrials | 0.92% | -0.10% | -0.24% | |
| 30 | DELL | Dell Technologies -c | Stock-Tech | 0.91% | +0.08% | +24.44% | |
| 31 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.88% | — | -12.21% | |
| 32 | EME | Emcor Group Inc | Stock-Industrials | 0.87% | -0.04% | -16.66% | |
| 33 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.87% | -0.26% | +2.91% | |
| 34 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.83% | -0.06% | -12.87% | |
| 35 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.82% | — | -11.52% | |
| 36 | WMB | Williams Cos Inc | Stock-Energy | 0.81% | -0.15% | +0.24% | |
| 37 | ELF | Elf Beauty Inc | Stock-Consumer Staples | 0.81% | — | +1.31% | |
| 38 | PEN | Penumbra Inc | Stock-Healthcare | 0.80% | -0.73% | -16.76% | |
| 39 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.79% | — | -1.26% | |
| 40 | RJF | Raymond James Financial Inc | Stock-Financials | 0.78% | -0.06% | -13.14% | |
| 41 | CR | Crane Co | Stock-Industrials | 0.78% | +0.05% | -14.84% | |
| 42 | MCO | Moody's CORP | Stock-Financials | 0.77% | -0.10% | -0.48% | |
| 43 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.73% | — | +9.05% | |
| 44 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.72% | — | -1.51% | |
| 45 | NVT | nVent Electric plc | Stock-Industrials | 0.70% | +0.08% | -7.23% | |
| 46 | HEI | Heico CORP | Stock-Industrials | 0.69% | +0.05% | +366.00% | |
| 47 | BMI | Badger Meter Inc | Stock-Tech | 0.68% | -0.02% | +2.13% | |
| 48 | CVLT | Commvault Systems Inc | Stock-Tech | 0.68% | +0.38% | +1.86% | |
| 49 | GWRE | Guidewire Software Inc | Stock-Tech | 0.67% | -0.22% | EXIT | |
| 50 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.67% | — | -11.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | -0.78% | Trim |
| 2 | AVGO | Broadcom Inc | +0.7% | +24.70% | Add |
| 3 | EHC | Encompass Health CORP | +0.6% | NEW | New buy |
| 4 | WELL | Welltower Inc | +0.6% | NEW | New buy |
| 5 | MSI | Motorola Solutions Inc | +0.6% | NEW | New buy |
| 6 | NET | Cloudflare Inc - Class A | +0.6% | NEW | New buy |
| 7 | PINS | Pinterest Inc- Class A | +0.6% | NEW | New buy |
| 8 | HEI | Heico CORP | +0.6% | +366.00% | Add |
| 9 | TKO | Tko Group Holdings Inc | +0.6% | NEW | New buy |
| 10 | FAST | Fastenal Co | +0.5% | NEW | New buy |
| 11 | DT | Dynatrace Inc | +0.5% | +53.15% | Add |
| 12 | UTI | Universal Technical Institut | +0.4% | NEW | New buy |
| 13 | CAVA | Cava Group Inc | +0.4% | +30593.63% | Add |
| 14 | STRL | Sterling Infrastructure Inc | +0.4% | +2.91% | Add |
| 15 | FICO | Fair Isaac CORP | +0.4% | +261.16% | Add |
| 16 | MSFT | Microsoft CORP | +0.4% | +0.40% | Add |
| 17 | ELF | Elf Beauty Inc | +0.4% | +1.31% | Add |
| 18 | JBTM | Jbt Marel CORP | +0.4% | NEW | New buy |
| 19 | FSS | Federal Signal CORP | +0.4% | NEW | New buy |
| 20 | AVAV | Aerovironment Inc | +0.4% | -5.80% | Trim |
| 21 | DELL | Dell Technologies -c | +0.3% | +24.44% | Add |
| 22 | NFLX | Netflix Inc | +0.3% | +0.84% | Add |
| 23 | META | Meta Platforms Inc-class A | +0.2% | -1.11% | Trim |
| 24 | HWM | Howmet Aerospace Inc | +0.2% | -10.76% | Trim |
| 25 | ANET | Arista Networks Inc | +0.2% | -0.52% | Trim |
| 26 | ETN | Eaton Corporation plc | +0.2% | -0.47% | Trim |
| 27 | UBER | Uber Technologies Inc | +0.2% | +8.53% | Add |
| 28 | GS | Goldman Sachs Group Inc | +0.2% | -0.99% | Trim |
| 29 | CMLIX | Congress Large Cap Grow-inst | +0.2% | NEW | New buy |
| 30 | NOW | Servicenow Inc | +0.2% | -0.64% | Trim |
| 31 | IWF | Ishares Russell 1000 Growth | -0.3% | -77.04% | Trim |
| 32 | IWP | Ishares Russell Mid-cap Grow | -0.3% | -68.41% | Trim |
| 33 | USFD | US Foods Holding CORP | -0.3% | -39.31% | Trim |
| 34 | OII | Oceaneering Intl Inc | -0.3% | EXIT | Sold out |
| 35 | PEN | Penumbra Inc | -0.3% | -16.76% | Trim |
| 36 | AJG | Arthur J Gallagher & Co | -0.3% | -12.21% | Trim |
| 37 | CRTO | Criteo Sa-spon Adr | -0.4% | -99.31% | Trim |
| 38 | HALO | Halozyme Therapeutics Inc | -0.4% | -13.94% | Trim |
| 39 | BRO | Brown & Brown Inc | -0.4% | -24.33% | Trim |
| 40 | ONTO | Onto Innovation Inc | -0.4% | -99.07% | Trim |
| 41 | WST | West Pharmaceutical Services | -0.4% | EXIT | Sold out |
| 42 | LRN | Stride Inc | -0.5% | -49.84% | Trim |
| 43 | SPSC | Sps Commerce Inc | -0.6% | -77.88% | Trim |
| 44 | SAIA | Saia Inc | -0.6% | -99.41% | Trim |
| 45 | CRM | Salesforce Inc | -0.6% | -98.66% | Trim |
| 46 | TDY | Teledyne Technologies Inc | -0.8% | -98.62% | Trim |
| 47 | CPRT | Copart Inc | -0.8% | -85.41% | Trim |
| 48 | RMD | Resmed Inc | -0.8% | -98.98% | Trim |
| 49 | BKR | Baker Hughes Co | -0.8% | -92.26% | Trim |
| 50 | LLY | Eli Lilly & Co | -1.1% | -91.22% | Trim |
According to official SEC Form 13F filings, Congress Asset Management Co reported a total U.S. public equity portfolio value of $16.3B across 382 disclosed positions in Q2 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 NVDA, MSFT, AAPL) accounted for 9.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
EHC
市值: $92.7M
Top Position Liquidated / Trimmed
WST
前期市值: $56.7M
During Q2 2025, Congress Asset Management Co's top holdings by market value included NVDA (2.9%)、MSFT (2.3%)、AAPL (2.0%). The largest single position, NVDA, represented 2.9% of total portfolio value.
In Q2 2025, Congress Asset Management Co made 50 total portfolio adjustments, initiating 11 new buys, adding to 11 positions, trimming 26 holdings, and fully liquidating 2 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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