Long-term investor
Congress Asset Management Co. @congressassetmanagementc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000897378).
Record
- Tracked since 2025-06-30 (464 days), 213 trades recorded
- Returns: week n/a · month n/a · 90 days -7.0% · 6 months +15.2% · 1 year +14.5% · all +14.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 3.8% · long · since 2025-09-30
- AAPL · 3.4% · long · since 2025-09-30
- GOOGL · 2.8% · long · since 2025-09-30
- MSFT · 2.7% · long · since 2025-09-30
- AVGO · 1.9% · long · since 2025-09-30
- HALO · 1.6% · long · since 2025-09-30
- 040413205 · 1.4% · long · since 2025-09-30
- 53220K504 · 1.3% · long · since 2025-09-30
- META · 1.3% · long · since 2025-09-30
- RGEN · 1.3% · long · since 2025-09-30
- V · 1.2% · long · since 2025-09-30
- AMZN · 1.2% · long · since 2025-09-30