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CAM
Congress Asset Management Portfolio holdings
AUM
$16.3B
1-Year Est. Return
42.69%
This Fund
S&P 500
This Quarter
Est. Return
+11.09%
1 Year Est. Return
+42.69%
3 Year Est. Return
+133.81%
5 Year Est. Return
+171.24%
10 Year Est. Return
+841.07%
AUM
$15B
AUM Growth
+$448M
(+3.1%)
Cap. Flow
-$521M
Cap. Flow
% of AUM
-3.46%
Top 10 Holdings %
Top 10 Hldgs %
18.82%
Holding
413
New
31
Increased
130
Reduced
214
Closed
21
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amphenol
APH
|
+$74.6M |
| 2 |
Tapestry
TPR
|
+$71.9M |
| 3 |
Novanta
NOVT
|
+$70.3M |
| 4 |
CarGurus
CARG
|
+$65M |
| 5 |
Viking Holdings
VIK
|
+$62.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Chipotle Mexican Grill
CMG
|
+$107M |
| 2 |
Trade Desk
TTD
|
+$91.9M |
| 3 |
DexCom
DXCM
|
+$82.2M |
| 4 |
US Foods
USFD
|
+$78.3M |
| 5 |
Deckers Outdoor
DECK
|
+$75.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.81% |
| 2 | Industrials | 16.97% |
| 3 | Consumer Discretionary | 11.31% |
| 4 | Healthcare | 9.91% |
| 5 | Financials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Relay Therapeutics
RLAY
$4.31B
| $2.13M | 0.01% |
408,842
+252,142
| +161% | +$961K |
|
277
Vanguard Morningstar Growth ETF
VUG
$231B
| $2.1M | 0.01% |
26,322
-18
| -0.1% | -$1.38K |
|
278
Autodesk
ADSK
$52.6B
| $2.09M | 0.01% |
6,571
-634
| -9% | -$193K |
|
|
ACLX
279
DELISTED
Arcellx
ACLX
| $2.08M | 0.01% |
25,302
+93
| +0.4% | +$6.7K |
|
280
State Street SPDR S&P 500 ETF Trust
SPY
$823B
| $2.06M | 0.01% |
3,100
-159
| -5% | -$102K |
|
|
281
Deckers Outdoor
DECK
$13.3B
| $2.03M | 0.01% |
20,045
-695,183
| -97% | -$75.8M |
|
282
Take-Two Interactive
TTWO
$46.1B
| $1.96M | 0.01% |
7,573
+2,248
| +42% | +$532K |
|
283
Darden Restaurants
DRI
$24.4B
| $1.93M | 0.01% |
10,126
-602
| -6% | -$124K |
|
284
Tango Therapeutics
TNGX
$4.41B
| $1.92M | 0.01% |
228,120
+926
| +0.4% | +$6.27K |
|
285
Meritage Homes
MTH
$4.86B
| $1.9M | 0.01% |
26,197
+122
| +0.5% | +$9.06K |
|
286
T-Mobile US
TMUS
$190B
| $1.88M | 0.01% |
7,873
-115
| -1% | -$27.8K |
|
287
ResMed
RMD
$30.7B
| $1.81M | 0.01% |
6,627
+1,637
| +33% | +$447K |
|
288
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
| $1.77M | 0.01% |
12,414
-589
| -5% | -$81.6K |
|
289
Air Products & Chemicals
APD
$67.6B
| $1.74M | 0.01% |
6,372
-921
| -13% | -$267K |
|
290
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.77B
| $1.74M | 0.01% |
19,020
-924
| -5% | -$79.8K |
|
291
FTI Consulting
FCN
$4.18B
| $1.7M | 0.01% |
10,528
-3,593
| -25% | -$597K |
|
292
iShares Core Conservative Allocation ETF
AOK
$798M
| $1.69M | 0.01% |
42,176
-7,979
| -16% | -$314K |
|
293
Morgan Stanley
MS
$340B
| $1.66M | 0.01% |
10,439
-3,118
| -23% | -$460K |
|
294
Praxis Precision Medicines
PRAX
$10.1B
| $1.61M | 0.01% |
+30,439
| New | +$1.48M |
|
295
LendingTree
TREE
$451M
| $1.61M | 0.01% |
24,799
+80
| +0.3% | +$4.61K |
|
296
Evolent Health
EVH
$444M
| $1.59M | 0.01% |
188,357
+595
| +0.3% | +$5.77K |
|
297
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.3B
| $1.57M | 0.01% |
117,082
-5,555
| -5% | -$73.7K |
|
298
Walmart Inc
WMT
$890B
| $1.57M | 0.01% |
15,229
-7,193
| -32% | -$716K |
|
299
Global X US Infrastructure Development ETF
PAVE
$15.2B
| $1.56M | 0.01% |
32,723
-1,498
| -4% | -$68.9K |
|
300
iShares Core S&P Small-Cap ETF
IJR
$112B
| $1.44M | 0.01% |
12,096
-561
| -4% | -$64.5K |
|
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Congress Asset Management's Q3 2025 Portfolio in Review
As of Q3 2025, Congress Asset Management held 413 positions worth $15B, up 3.1% from $14.6B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
Congress Asset Management withdrew a net $521M in Q3 2025, closing 21 positions and reducing 214 holdings. Its most notable exit was Chipotle Mexican Grill, an estimated $107M position sold in full.
By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 31% a quarter earlier, followed by Industrials and Consumer Discretionary.
Against the trend, Congress Asset Management opened a new position in Tapestry worth $77.8M.
- Congress Asset Management's largest Q3 2025 buy was Tapestry: 687,164 shares worth $77.8M.
- Congress Asset Management added most to Amphenol in Q3 2025, an estimated $74.6M increase.
- Congress Asset Management's biggest Q3 2025 reduction was Trade Desk, cutting an estimated $91.9M.
- Congress Asset Management fully exited Chipotle Mexican Grill in Q3 2025, selling an estimated $107M.
- Congress Asset Management's ten largest holdings make up 19% of its $15B portfolio in Q3 2025.
- Congress Asset Management opened 31 new positions and closed 21 in Q3 2025.
- Congress Asset Management's portfolio value rose 3.1% quarter-over-quarter to $15B.
Based on Congress Asset Management's 13F filing for Q3 2025, filed 10 Oct 2025.