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Congress Asset Management Portfolio holdings
AUM
$16.3B
1-Year Est. Return
42.69%
This Fund
S&P 500
This Quarter
Est. Return
+0.81%
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
$14.2B
AUM Growth
-$820M
(-5.5%)
Cap. Flow
-$521M
Cap. Flow
% of AUM
-3.67%
Top 10 Holdings %
Top 10 Hldgs %
20.3%
Holding
408
New
16
Increased
132
Reduced
210
Closed
27
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
GE Vernova
GEV
|
+$117M |
| 2 |
Idexx Laboratories
IDXX
|
+$104M |
| 3 |
Repligen
RGEN
|
+$82.7M |
| 4 |
Brinker International
EAT
|
+$73.5M |
| 5 |
Alnylam Pharmaceuticals
ALNY
|
+$66.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$110M |
| 2 |
Cintas
CTAS
|
+$108M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$104M |
| 4 |
Motorola Solutions
MSI
|
+$92.7M |
| 5 |
Ollie's Bargain Outlet
OLLI
|
+$80.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 31.3% |
| 2 | Industrials | 17.6% |
| 3 | Healthcare | 12.68% |
| 4 | Consumer Discretionary | 11.64% |
| 5 | Financials | 8.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Idacorp
IDA
$8.23B
| $2.22M | 0.02% |
17,557
-2,224
| -11% | -$289K |
|
277
Independence Realty Trust
IRT
$4.04B
| $2.18M | 0.02% |
124,582
-10,530
| -8% | -$175K |
|
278
Tango Therapeutics
TNGX
$4.49B
| $2.08M | 0.01% |
234,628
+6,508
| +3% | +$56.1K |
|
279
Intuit
INTU
$91.8B
| $2.02M | 0.01% |
3,054
-541
| -15% | -$357K |
|
280
CVR Energy
CVI
$3.07B
| $1.98M | 0.01% |
77,776
-7,307
| -9% | -$249K |
|
281
Acadia Healthcare
ACHC
$2.9B
| $1.96M | 0.01% |
137,809
+3,949
| +3% | +$74.7K |
|
282
Autodesk
ADSK
$53.2B
| $1.89M | 0.01% |
6,395
-176
| -3% | -$53.3K |
|
283
SM Energy
SM
$6.87B
| $1.85M | 0.01% |
98,924
-1,113,851
| -92% | -$22.6M |
|
284
Meritage Homes
MTH
$4.87B
| $1.78M | 0.01% |
27,033
+836
| +3% | +$57.9K |
|
285
Morgan Stanley
MS
$338B
| $1.74M | 0.01% |
9,821
-618
| -6% | -$103K |
|
|
ACLX
286
DELISTED
Arcellx
ACLX
| $1.7M | 0.01% |
25,999
+697
| +3% | +$55.6K |
|
287
FTI Consulting
FCN
$4.25B
| $1.68M | 0.01% |
9,824
-704
| -7% | -$116K |
|
|
288
Arthur J. Gallagher & Co
AJG
$64.4B
| $1.65M | 0.01% |
6,385
-392,825
| -98% | -$104M |
|
289
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.8B
| $1.63M | 0.01% |
11,341
-1,073
| -9% | -$153K |
|
290
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.75B
| $1.61M | 0.01% |
17,343
-1,677
| -9% | -$156K |
|
291
T-Mobile US
TMUS
$192B
| $1.53M | 0.01% |
7,557
-316
| -4% | -$67K |
|
292
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.9B
| $1.52M | 0.01% |
5,446
+1,173
| +27% | +$336K |
|
293
Copart
CPRT
$27.3B
| $1.49M | 0.01% |
38,073
-17,315
| -31% | -$718K |
|
294
Colgate-Palmolive
CL
$74.2B
| $1.46M | 0.01% |
18,528
-131,806
| -88% | -$10.3M |
|
295
Global X US Infrastructure Development ETF
PAVE
$15.1B
| $1.43M | 0.01% |
29,892
-2,831
| -9% | -$136K |
|
296
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.32B
| $1.42M | 0.01% |
107,163
-9,919
| -8% | -$134K |
|
297
iShares Core S&P Small-Cap ETF
IJR
$112B
| $1.33M | 0.01% |
11,073
-1,023
| -8% | -$122K |
|
298
Air Products & Chemicals
APD
$66.9B
| $1.3M | 0.01% |
5,279
-1,093
| -17% | -$277K |
|
299
Vertiv
VRT
$106B
| $1.26M | 0.01% |
7,800
| – | – |
|
300
S&P Global
SPGI
$122B
| $1.23M | 0.01% |
2,359
| – | – |
|
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Congress Asset Management's Q4 2025 Portfolio in Review
As of Q4 2025, Congress Asset Management held 408 positions worth $14.2B, down 5.5% from $15B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Congress Asset Management withdrew a net $521M in Q4 2025, closing 27 positions and reducing 210 holdings. Its most notable exit was Stride, an estimated $69.3M position sold in full.
By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 34% a quarter earlier, followed by Industrials and Healthcare.
Against the trend, Congress Asset Management opened a new position in GE Vernova worth $125M.
- Congress Asset Management's largest Q4 2025 buy was GE Vernova: 191,662 shares worth $125M.
- Congress Asset Management added most to Idexx Laboratories in Q4 2025, an estimated $104M increase.
- Congress Asset Management's biggest Q4 2025 reduction was Home Depot, cutting an estimated $110M.
- Congress Asset Management fully exited Stride in Q4 2025, selling an estimated $69.3M.
- Congress Asset Management's ten largest holdings make up 20% of its $14.2B portfolio in Q4 2025.
- Congress Asset Management opened 16 new positions and closed 27 in Q4 2025.
- Congress Asset Management's portfolio value fell 5.5% quarter-over-quarter to $14.2B.
Based on Congress Asset Management's 13F filing for Q4 2025, filed 9 Jan 2026.