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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 $13,368,848,029
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,442,678 $320,461,979 2.4%
2.
Nvidia Corp
 NVDA 2,670,553 $289,434,502 2.16%
3.
Microsoft Corp
 MSFT 659,451 $247,551,142 1.85%
4.
Costco Wholesale Corp W
 COST 241,626 $228,525,335 1.71%
5.
Ollie's Bargain Outlet Holdings Inc.
 OLLI 1,828,258 $212,736,101 1.59%
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)