Congress Asset Management CO Portfolio Holdings
Congress Asset Management CO
- $12.9 Billion
- Q1 2025
Congress Asset Management CO has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $12.9 Billion distributed in 5840 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $320M, Nvidia Corp with a value of $289M, Microsoft Corp with a value of $248M, Costco Wholesale Corp with a value of $229M, and Ollie'S Bargain Outlet Holdings, Inc. with a value of $207M.
Examining the 13F form we can see an decrease of $1.34B in the current position value, from $14.3B to 12.9B.
Below you can find more details about Congress Asset Management CO portfolio as well as his latest detailed transactions.
Portfolio value
$12.9 Billion
Technology: $3.59 Billion
Healthcare: $1.99 Billion
Industrials: $1.7 Billion
Financial Services: $1.49 Billion
Consumer Cyclical: $1.46 Billion
Consumer Defensive: $946 Million
Communication Services: $644 Million
Energy: $416 Million
Other: $695 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 5,840
- Current Value $12.9 Billion
- Prior Value $14.3 Billion
- Filing
- Period Q1 2025
- Filing Date April 11, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 24 stocks
- Additional Purchases 120 stocks
- Sold out of 0 stocks
- Reduced holdings in 207 stocks