13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002085569
Total reported value
$382.6M
$382.6M
30 檔
24.4%
In Q4 2025, Congruence Capital, LLC's U.S. equity holdings reached a combined market value of $382.6M, distributed across 30 disclosed stock positions.
During Q4 2025, Congruence Capital, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTV | Fortive CORP | Stock-Tech | 7.74% | — | — | |
| 2 | ATRO | Astronics CORP | Stock-Other | 7.23% | -0.33% | — | |
| 3 | CR | Crane Co | Stock-Industrials | 6.84% | +1.95% | — | |
| 4 | IEX | Idex CORP | Stock-Industrials | 6.28% | +2.28% | — | |
| 5 | BCPC | Balchem CORP | Stock-Materials | 6.23% | -2.31% | — | |
| 6 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 6.17% | — | — | |
| 7 | VMI | Valmont Industries | Stock-Industrials | 5.52% | -1.30% | EXIT | |
| 8 | SOLS | Solstice Adv Materials Inc | Stock-Materials | 4.99% | — | — | |
| 9 | CNM | Core & Main Inc-class A | Stock-Industrials | 4.96% | — | — | |
| 10 | GFF | Griffon CORP | Stock-Industrials | 4.41% | -1.80% | — | |
| 11 | NPO | Enpro Inc | Stock-Industrials | 4.11% | — | — | |
| 12 | FUL | H.b. Fuller Co. | Stock-Materials | 3.70% | — | — | |
| 13 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 3.69% | — | — | |
| 14 | BELFB | Bel Fuse Inc-cl B | Stock-Other | 3.48% | — | — | |
| 15 | RBA | Rb Global Inc | Stock-Industrials | 2.55% | — | — | |
| 16 | USLM | United States Lime & Mineral | Stock-Other | 2.46% | -1.37% | — | |
| 17 | ESAB | Esab CORP | Stock-Industrials | 2.44% | — | — | |
| 18 | SMP | Standard Motor Prods | Stock-Other | 2.42% | -1.58% | — | |
| 19 | HLMN | Hillman Solutions CORP | Stock-Other | 2.37% | -0.05% | — | |
| 20 | GBX | Greenbrier Companies Inc | Stock-Other | 2.33% | -5.10% | EXIT | |
| 21 | ✓ | Aebi Schmidt Hldg AG | Stock-Other | 1.54% | +0.02% | — | |
| 22 | MITK | Mitek Systems Inc | Stock-Other | 1.51% | +0.16% | — | |
| 23 | MEC | Mayville Engineering Co Inc | Stock-Other | 1.43% | +0.90% | — | |
| 24 | UNF | Unifirst Corp/ma | Stock-Other | 1.39% | — | — | |
| 25 | NWPX | Nwpx Infrastructure Inc | Stock-Other | 1.29% | -0.26% | — | |
| 26 | PLPC | Preformed Line Products Co | Stock-Other | 1.17% | — | — | |
| 27 | DORM | Dorman Products Inc | Stock-Consumer Disc | 0.73% | — | — | |
| 28 | SWIM | Latham Group Inc | Stock-Other | 0.47% | — | — | |
| 29 | MTRX | Matrix Service Co | Stock-Other | 0.40% | -1.17% | EXIT | |
| 30 | BELFA | Bel Fuse Inc-cl A | Stock-Other | 0.15% | — | — |
According to official SEC Form 13F filings, Congruence Capital, LLC reported a total U.S. public equity portfolio value of $382.6M across 30 disclosed positions in Q4 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 FTV, ATRO, CR) accounted for 24.4% of total reported equity market value during Q4 2025.
During Q4 2025, Congruence Capital, LLC's top holdings by market value included FTV (7.7%)、ATRO (7.2%)、CR (6.8%). The largest single position, FTV, represented 7.7% of total portfolio value.
In Q4 2025, Congruence Capital, LLC made 0 total portfolio adjustments, initiating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.