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Home > Institutional Investor > Congress Asset Management Co > Profile

Instuitional Investor - Congress Asset Management Co

Fund Profile
Filing Period:
Fund Name: Congress Asset Management Co
Portfolio Value $14,579,177,222
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 2,649,792 $418,640,707 2.87%
2.
Microsoft Corp
 MSFT 662,102 $329,335,923 2.26%
3.
Apple Inc.
 AAPL 1,421,677 $291,685,402 2%
4.
Meta Platforms Inc.
 META 341,294 $251,905,438 1.73%
5.
Ollie's Bargain Outlet Holdings Inc.
 OLLI 1,714,761 $225,971,205 1.55%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)