Congress Asset Management Co. /ma
Congress Asset Management Company, LLP is a privately owned boutique asset management firm headquartered in Boston, Massachusetts. Founded in 1985, the firm primarily serves institutional clients, charitable organizations, pension plans, corporations, taxable and tax-exempt institutions, high net worth individuals, and commingled investment vehicles. Congress Asset specializes in equity and fixed income strategies, including discretionary management, model portfolios, and ESG/SRI investment options. The firm offers access to portfolio strategy, asset allocation, and portfolio construction advice and provides customized private equity services exclusively for institutional investors. Congress Asset has approximately 87 employees.
Investment Strategy
Congress Asset Management emphasizes style purity and high conviction investing, constructing concentrated 'best idea' portfolios focused on long-term capital growth. Their strategies encompass large, mid, and small cap growth equities, dividend, balanced, and fixed income portfolios. The firm adopts a collaborative, quality-driven approach underpinned by rigorous risk management and a focus on established companies. Their commitment to organizational stability, collaboration, and alignment drives disciplined portfolio construction while allowing for customized investment solutions. ESG and SRI options are available across select equity strategies, and private equity services are offered to institutional clients only.
Latest 13F Filing Activity
Congress Asset Management Co. /ma filed their most recent 13F report on Sep 30, 2025 disclosing 381 equity positions with a total 13F market value of $15B. The fund increased holdings in Amphenol Corporation, Tapestry Inc., Arista Networks Inc. among other positions. Congress Asset Management Co. /ma reduced exposure to Chipotle Mexican Grill Inc., The Trade Desk Inc., Dexcom Inc. among others.
Top Holdings
Equity Positions (381)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA Corp. | 3.27% | $491.8M | 2,635,985 | $17.25 | $186.58 | +$73.2M |
A AAPL | Apple Inc. | 2.40% | $360.2M | 1,414,488 | $31.91 | $254.63 | +$68.5M |
M MSFT | Microsoft Corp. | 2.27% | $340.9M | 658,099 | $139.23 | $517.95 | +$11.5M |
G GOOGL | Alphabet Inc. | 1.75% | $263.5M | 1,084,088 | $87.99 | $243.10 | +$71.0M |
A ANET | Arista Networks Inc | 1.74% | $261.9M | 1,797,696 | $110.53 | $145.71 | +$75.9M |
Industry Allocation
Investment Team (21)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager and Vice President | Boston, MA , United States | |
 | Vice President, Client Portfolio Manager | Boston, MA , United States | |
 | Vice President - Portfolio Manager | Wakefield, MA , United States | |
 | Equity Research Analyst | Boston, MA , United States | |
J Jeff Kerrigan | Portfolio Manager | Boston, MA , United States | |
J Joel Carpenter | Head Equity Trader | Boston, MA , United States | |
 | Vice President - Portfolio Manager | Newton, MA , United States | |
 | Equity Trader | Boston, MA , United States | |
N Nicholas Koup | Equity Research Analyst | Boston, MA , United States | |
 | Vice President, Portfolio Manager | Boston, MA , United States |