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CIK: 0000897378
Total reported value
$16.3B
$16.3B
392 檔
10.6%
The Q3 2025 SEC filing reveals that Congress Asset Management Co held a total portfolio value of $16.3B, covering 392 public equity positions.
Congress Asset Management Co executed strategic sector rebalancing during Q3 2025, establishing 14 new positions while fully exiting 2 holdings and trimming 25 positions.
Showing top 200 holdings (of 392 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.27% | +0.10% | -0.52% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.40% | -0.10% | -0.51% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | +0.18% | -0.60% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.75% | +0.07% | -0.77% | |
| 5 | ANET | Arista Networks Inc | Stock-Tech | 1.74% | -0.29% | -1.16% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.66% | -0.24% | -0.48% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.62% | +0.04% | +0.00% | |
| 8 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.38% | -0.02% | -0.78% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.37% | -0.34% | -0.75% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | -0.27% | +0.65% | |
| 11 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 1.32% | -0.27% | -9.61% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.31% | +0.18% | -0.71% | |
| 13 | ETN | Eaton Corporation plc | Stock-Industrials | 1.29% | -0.21% | -0.93% | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.20% | -0.52% | +1.89% | |
| 15 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.15% | -0.26% | -7.00% | |
| 16 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.12% | -0.18% | -0.83% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.12% | -0.07% | +0.32% | |
| 18 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.09% | -0.73% | -1.03% | |
| 19 | CW | Curtiss-wright CORP | Stock-Industrials | 1.09% | -0.18% | -7.53% | |
| 20 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.08% | -0.29% | -28.17% | |
| 21 | DT | Dynatrace Inc | Stock-Tech | 1.07% | -0.48% | EXIT | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 1.07% | -0.60% | -0.83% | |
| 23 | CTAS | Cintas CORP | Stock-Industrials | 1.06% | -0.04% | -0.82% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.05% | -0.03% | -0.59% | |
| 25 | DELL | Dell Technologies -c | Stock-Tech | 1.04% | +0.08% | +2.42% | |
| 26 | MLM | Martin Marietta Materials | Stock-Materials | 1.03% | -0.78% | -0.73% | |
| 27 | PH | Parker Hannifin CORP | Stock-Industrials | 0.96% | -0.10% | -0.69% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.95% | -0.29% | +1.25% | |
| 29 | UBER | Uber Technologies Inc | Stock-Industrials | 0.94% | -0.12% | -3.11% | |
| 30 | RMBS | Rambus Inc | Stock-Tech | 0.93% | -0.15% | +5.50% | |
| 31 | ECL | Ecolab Inc | Stock-Materials | 0.89% | -0.12% | -1.28% | |
| 32 | SNPS | Synopsys Inc | Stock-Tech | 0.89% | -0.04% | -1.41% | |
| 33 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.88% | — | -7.45% | |
| 34 | EME | Emcor Group Inc | Stock-Industrials | 0.87% | -0.04% | -15.29% | |
| 35 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.82% | — | -0.62% | |
| 36 | NVT | nVent Electric plc | Stock-Industrials | 0.81% | +0.08% | -10.32% | |
| 37 | IDCC | Interdigital Inc | Stock-Tech | 0.81% | -0.11% | +2.70% | |
| 38 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.81% | -0.13% | +0.53% | |
| 39 | APH | Amphenol Corp-cl A | Stock-Tech | 0.80% | +0.44% | +235.52% | |
| 40 | WMB | Williams Cos Inc | Stock-Energy | 0.79% | -0.15% | -0.61% | |
| 41 | LGND | Ligand Pharmaceuticals | Stock-Healthcare | 0.79% | +0.56% | +2.99% | |
| 42 | MSI | Motorola Solutions Inc | Stock-Tech | 0.76% | -0.02% | +20.47% | |
| 43 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.75% | — | -0.67% | |
| 44 | CVLT | Commvault Systems Inc | Stock-Tech | 0.75% | +0.38% | +4.57% | |
| 45 | RJF | Raymond James Financial Inc | Stock-Financials | 0.73% | -0.06% | -13.75% | |
| 46 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 0.73% | -0.17% | +20.87% | |
| 47 | PRIM | Primoris Services CORP | Stock-Industrials | 0.73% | -0.84% | -0.01% | |
| 48 | AVAV | Aerovironment Inc | Stock-Industrials | 0.73% | -0.01% | +1.39% | |
| 49 | PEN | Penumbra Inc | Stock-Healthcare | 0.72% | -0.73% | -5.61% | |
| 50 | MCO | Moody's CORP | Stock-Financials | 0.70% | -0.10% | -1.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -0.52% | Trim |
| 2 | AVGO | Broadcom Inc | +0.9% | +0.00% | Add |
| 3 | STRL | Sterling Infrastructure Inc | +0.7% | -7.00% | Trim |
| 4 | ANET | Arista Networks Inc | +0.7% | -1.16% | Trim |
| 5 | APH | Amphenol Corp-cl A | +0.7% | +235.52% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.77% | Trim |
| 7 | RMBS | Rambus Inc | +0.5% | +5.50% | Add |
| 8 | MOD | Modine Manufacturing Co | +0.5% | +954.81% | Add |
| 9 | HEI | Heico CORP | +0.5% | -11.66% | Add |
| 10 | DELL | Dell Technologies -c | +0.5% | +2.42% | Add |
| 11 | PWR | Quanta Services Inc | +0.5% | +316.86% | Add |
| 12 | MSFT | Microsoft CORP | +0.4% | -0.60% | Trim |
| 13 | AVAV | Aerovironment Inc | +0.4% | +1.39% | Trim |
| 14 | PRIM | Primoris Services CORP | +0.4% | -0.01% | Add |
| 15 | DT | Dynatrace Inc | +0.4% | +6.82% | Add |
| 16 | GS | Goldman Sachs Group Inc | +0.3% | -0.78% | Trim |
| 17 | COO | Cooper Cos Inc/the | -0.5% | -54.45% | Trim |
| 18 | PBH | Prestige Consumer Healthcare | -0.5% | -70.74% | Trim |
| 19 | SFM | Sprouts Farmers Market Inc | -0.5% | -43.89% | Trim |
| 20 | SAIA | Saia Inc | -0.6% | +119.98% | Trim |
| 21 | DXCM | Dexcom Inc | -0.6% | -98.74% | Trim |
| 22 | DECK | Deckers Outdoor CORP | -0.6% | -97.20% | Trim |
| 23 | SPSC | Sps Commerce Inc | -0.6% | +3.68% | Trim |
| 24 | TTD | Trade Desk Inc/the -class A | -0.6% | -99.47% | Trim |
| 25 | CRM | Salesforce Inc | -0.6% | -76.72% | Trim |
| 26 | BRO | Brown & Brown Inc | -0.6% | -20.32% | Trim |
| 27 | ATR | Aptargroup Inc | -0.7% | -99.67% | Trim |
| 28 | LRN | Stride Inc | -0.7% | -20.65% | Trim |
| 29 | TDY | Teledyne Technologies Inc | -0.8% | +35.21% | Trim |
| 30 | USFD | US Foods Holding CORP | -0.8% | -98.15% | Trim |
| 31 | RMD | Resmed Inc | -0.8% | +32.81% | Trim |
| 32 | BKR | Baker Hughes Co | -0.9% | -64.95% | Trim |
| 33 | CPRT | Copart Inc | -0.9% | -82.22% | Trim |
| 34 | LLY | Eli Lilly & Co | -1.2% | -14.63% | Trim |
| 35 | MSI | Motorola Solutions Inc | — | NEW | New buy |
| 36 | TKO | Tko Group Holdings Inc | — | NEW | New buy |
| 37 | WELL | Welltower Inc | — | NEW | New buy |
| 38 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 39 | NET | Cloudflare Inc - Class A | — | NEW | New buy |
| 40 | EHC | Encompass Health CORP | — | NEW | New buy |
| 41 | TPR | Tapestry Inc | — | NEW | New buy |
| 42 | FAST | Fastenal Co | — | NEW | New buy |
| 43 | MKTX | Marketaxess Holdings Inc | — | EXIT | Sold out |
| 44 | CARG | Cargurus Inc | — | NEW | New buy |
| 45 | UTI | Universal Technical Institut | — | NEW | New buy |
| 46 | AUB | Atlantic Union Bankshares Co | — | NEW | New buy |
| 47 | JBTM | Jbt Marel CORP | — | NEW | New buy |
| 48 | VIK | Viking Holdings Ltd | — | NEW | New buy |
| 49 | PINS | Pinterest Inc- Class A | — | NEW | New buy |
| 50 | FSS | Federal Signal CORP | — | 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 392 disclosed positions in Q3 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, AAPL, MSFT) accounted for 10.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
MSI
市值: $114.2M
Top Position Liquidated / Trimmed
CMG
前期市值: $87.8M
During Q3 2025, Congress Asset Management Co's top holdings by market value included NVDA (3.3%)、AAPL (2.4%)、MSFT (2.3%). The largest single position, NVDA, represented 3.3% of total portfolio value.
In Q3 2025, Congress Asset Management Co made 50 total portfolio adjustments, initiating 14 new buys, adding to 9 positions, trimming 25 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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