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 2025-12-31 (249 days), 94 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.5% · 6 months n/a · 1 year n/a · all +9.1%
  • Max drawdown n/a · win rate 8% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 3.2% · long · since 2025-12-31
  • AAPL · 2.9% · long · since 2025-12-31
  • GOOGL · 2.2% · long · since 2025-12-31
  • MSFT · 1.9% · long · since 2025-12-31
  • AVGO · 1.7% · long · since 2025-12-31
  • V · 1.4% · long · since 2025-12-31
  • GEV · 1.4% · long · since 2025-12-31
  • APH · 1.3% · long · since 2025-12-31
  • LGND · 1.3% · long · since 2025-12-31
  • 040413205 · 1.2% · long · since 2025-12-31
  • COST · 1.2% · long · since 2025-12-31
  • STRL · 1.2% · long · since 2025-12-31

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