Congress Asset Management CO Portfolio Holdings
Congress Asset Management CO
- $14 Billion
- Q2 2025
Congress Asset Management CO has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $14 Billion distributed in 382 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $419M, Microsoft Corp with a value of $329M, Apple Inc. with a value of $292M, Meta Platforms, Inc. with a value of $252M, and Ollie'S Bargain Outlet Holdings, Inc. with a value of $226M.
Examining the 13F form we can see an increase of $1.07B in the current position value, from $12.9B to 14B.
Below you can find more details about Congress Asset Management CO portfolio as well as his latest detailed transactions.
Portfolio value
$14 Billion
Technology: $4.27 Billion
Industrials: $2.32 Billion
Healthcare: $1.73 Billion
Financial Services: $1.48 Billion
Consumer Cyclical: $1.4 Billion
Consumer Defensive: $984 Million
Communication Services: $817 Million
Basic Materials: $442 Million
Other: $547 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 382
- Current Value $14 Billion
- Prior Value $12.9 Billion
- Filing
- Period Q2 2025
- Filing Date July 16, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 40 stocks
- Additional Purchases 113 stocks
- Sold out of 0 stocks
- Reduced holdings in 212 stocks