Congress Wealth Management LLC / DE /
Reports for
Aristotle
CAM
Capital Group
VanHulzen
Filing Date
Global Rank
#546
/ 8,010
▲ 37
· as of Jun 2025
Top Industry
Software - Infrastructure
7.5%
3Y Alpha vs SPY
-3.6%
Period ended 1 year ago
Filed Aug 13, 2025 · 12mo
15 quarters · since Dec 2021
Clone Performance
Aug 2023–Jan 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+48.0%
SPY
+59.0%
Annualised alpha
-3.5%
Max drawdown
−18.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 10 quarters.Congress Wealth Management LLC / DE / has stopped filing, so the simulation ends in Jan 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
730 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Top Position
7.2%
−1.3 pts
Top 5
20.1%
+1.8 pts
Top 10
27.9%
+1.8 pts
HHI
133
Diversified−6
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.6% | $1,681,145,935 |
| Financial Services | 14.2% | $779,937,580 |
| Industrials | 11.1% | $608,810,117 |
| Healthcare | 10.8% | $591,904,166 |
| Communication Services | 7.6% | $418,373,486 |
| Consumer Cyclical | 7.5% | $411,718,731 |
| Consumer Defensive | 5.9% | $321,966,997 |
| Energy | 3.9% | $213,983,126 |
| Unclassified | 3.1% | $171,137,077 |
| Basic Materials | 2.8% | $153,578,912 |
| Real Estate | 1.3% | $68,949,519 |
| Utilities | 1.3% | $68,668,722 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ORLY | O Reilly Automotive Inc | +256,793 | 275,096 | $24,794,402 | |
| FAST | Fastenal Co | +215,856 | 219,388 | $9,214,296 | |
| PFE | Pfizer Inc | +180,608 | 708,407 | $17,171,785 | |
| AAPL | Apple Inc. | +161,537 | 1,922,034 | $394,343,715 | |
| NVDA | Nvidia Corp | +157,345 | 1,275,965 | $201,589,710 | |
| ARCC | Ares Capital Corp | +155,477 | 579,322 | $12,721,911 | |
| GOOGL | Alphabet Inc. | +151,863 | 761,273 | $134,548,949 | |
| WELL | Welltower Inc. | +150,687 | 152,746 | $23,481,642 | |
| DT | Dynatrace, Inc. | +138,693 | 374,915 | $20,699,057 | |
| SIRI | Sirius Xm Holdings Inc. | +115,320 | 229,406 | $5,269,455 | |
| KVUE | Kenvue Inc. | +110,040 | 252,980 | $5,294,871 | |
| DAL | Delta Air Lines, Inc. | +104,769 | 214,406 | $10,544,487 | |
| CSCO | Cisco Systems, Inc. | +101,422 | 530,640 | $36,815,803 | |
| C | Citigroup Inc | +99,582 | 205,344 | $17,478,881 | |
| LNC | Lincoln National Corp | +98,876 | 199,783 | $6,912,491 | |
| BNY | Bank of New York Mellon Corp | +98,759 | 137,925 | $12,566,346 | |
| T | At&T Inc. | +98,684 | 446,629 | $12,925,443 | |
| OMC | Omnicom Group Inc. | +96,540 | 165,688 | $11,919,594 | |
| INTC | Intel Corp | +92,115 | 463,356 | $10,379,174 | |
| BMY | Bristol Myers Squibb Co | +83,835 | 334,309 | $15,475,163 | |
| AFL | Aflac Inc | +80,770 | 159,722 | $16,844,282 | |
| MSFT | Microsoft Corp | +78,719 | 490,591 | $244,024,869 | |
| PNC | Pnc Financial Services Group, Inc. | +77,809 | 185,495 | $34,579,977 | |
| VZ | Verizon Communications Inc | +76,740 | 718,943 | $31,108,663 | |
| GILD | Gilead Sciences, Inc. | +76,119 | 100,734 | $11,168,378 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BKR | Baker Hughes Co | −333,028 | 20,499 | $785,931 | |
| AMZN | Amazon Com Inc | −268,865 | 88,614 | $19,441,025 | |
| PLRX | Pliant Therapeutics, Inc. | −222,391 | 199,920 | $231,907 | |
| CPRT | Copart Inc | −217,951 | 121,095 | $5,942,131 | |
| GLDM | World Gold Trust | −148,629 | 947,412 | $62,074,434 | |
| LRN | Stride, Inc. | −90,593 | 70,865 | $10,288,889 | |
| SPSC | Sps Commerce Inc | −77,379 | 48,828 | $6,645,002 | |
| JNJ | Johnson & Johnson | −76,836 | 101,880 | $15,562,170 | |
| SAFT | Safety Insurance Group Inc | −65,707 | 25,957 | $2,060,726 | |
| NEO | Neogenomics Inc | −59,050 | 22,540 | $164,767 | |
| COST | Costco Wholesale Corp /New | −58,339 | 4,407 | $4,362,665 | |
| USFD | US Foods Holding Corp. | −56,603 | 144,423 | $11,122,015 | |
| RMD | Resmed Inc | −53,595 | 1,675 | $432,150 | |
| ONTO | Onto Innovation Inc. | −52,353 | 3,447 | $347,905 | |
| QQQ | Invesco Qqq Trust, Series 1 | −44,753 | 33,593 | $18,531,242 | |
| P | Everpure, Inc. | −43,693 | 164,768 | $9,487,341 | |
| GS | Goldman Sachs Group Inc | −38,601 | 17,305 | $12,247,613 | |
| HALO | Halozyme Therapeutics, Inc. | −35,563 | 245,177 | $12,754,107 | |
| CRM | Salesforce, Inc. | −30,785 | 44,467 | $12,125,706 | |
| WST | West Pharmaceutical Services Inc | −30,683 | 1,592 | $348,329 | |
| IBN | Icici Bank Ltd | −30,346 | 29,803 | $1,002,572 | |
| CHGG | Chegg, Inc | −30,000 | 20,000 | $24,200 | |
| NVT | nVent Electric plc | −28,412 | 201,460 | $14,756,945 | |
| IAU | Ishares Gold Trust | −26,286 | 6,581 | $410,391 | |
| VLY | Valley National Bancorp | −26,275 | 39,319 | $351,118 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EHC | Encompass Health Corp | 109,643 | $13,445,521 | |
| TKO | TKO Group Holdings, Inc. | 72,406 | $13,174,271 | |
| NET | Cloudflare, Inc. | 54,131 | $10,600,473 | |
| PINS | Pinterest, Inc. | 241,915 | $8,675,071 | |
| UTI | Universal Technical Institute Inc | 251,653 | $8,528,520 | |
| CAVA | Cava Group, Inc. | 87,383 | $7,360,270 | |
| JBTM | JBT MAREL Corp | 54,898 | $6,602,033 | |
| FSS | Federal Signal Corp /De/ | 60,380 | $6,425,639 | |
| CG | Carlyle Group Inc. | 89,608 | $4,605,851 | |
| FIVE | Five Below, Inc | 34,999 | $4,591,168 | |
| EA | Electronic Arts Inc. | 28,677 | $4,579,716 | |
| MGRC | Mcgrath Rentcorp | 31,711 | $3,677,207 | |
| SYF | Synchrony Financial | 53,410 | $3,564,583 | |
| HWKN | Hawkins Inc | 24,923 | $3,541,558 | |
| FDS | Factset Research Systems Inc | 7,885 | $3,526,802 | |
| LAUR | Laureate Education, Inc. | 140,470 | $3,284,188 | |
| PCAR | Paccar Inc | 29,389 | $2,793,718 | |
| ALSN | Allison Transmission Holdings Inc | 26,143 | $2,483,323 | |
| AGX | Argan Inc | 10,070 | $2,220,233 | |
| BRBR | Bellring Brands, Inc. | 36,322 | $2,104,133 | |
| ASTS | AST SpaceMobile, Inc. | 38,556 | $1,801,721 | |
| EXLS | ExlService Holdings, Inc. | 36,222 | $1,586,161 | |
| HOOD | Robinhood Markets, Inc. | 14,378 | $1,346,212 | |
| CBRE | Cbre Group, Inc. | 7,025 | $984,343 | |
| RHLD | Resolute Holdings Management, Inc. | 27,980 | $891,722 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DXCM | Dexcom Inc | 148,679 | $10,153,288 | |
| SAIA | Saia Inc | 27,483 | $9,603,384 | |
| IDCC | InterDigital, Inc. | 45,777 | $9,464,394 | |
| VCEL | Vericel Corp | 182,866 | $8,159,480 | |
| CRTO | Criteo S.A. | 180,976 | $6,408,360 | |
| OII | Oceaneering International Inc | 210,298 | $4,586,599 | |
| CHH | Choice Hotels International Inc /De | 22,208 | $2,948,778 | |
| WERN | Werner Enterprises Inc | 69,808 | $2,045,374 | |
| OGN | Organon & Co. | 116,110 | $1,728,877 | |
| ELV | Elevance Health, Inc. | 2,475 | $1,076,526 | |
| CPAY | Corpay, Inc. | 1,947 | $678,957 | |
| CHDN | Churchill Downs Inc | 5,783 | $642,317 | |
| LINE | Lineage, Inc. | 9,373 | $549,538 | |
| SRE | Sempra | 6,742 | $481,109 | |
| HOG | Harley-Davidson, Inc. | 17,002 | $429,300 | |
| PKX | Posco Holdings Inc. | 7,381 | $350,818 | |
| VMC | Vulcan Materials CO | 1,490 | $347,617 | |
| BAP | Credicorp Ltd | 1,854 | $345,140 | |
| MMYT | MakeMyTrip Ltd | 3,163 | $309,942 | |
| VVV | Valvoline Inc | 8,419 | $293,065 | |
| COKE | Coca-Cola Consolidated, Inc. | 194 | $261,900 | |
| PDD | PDD Holdings Inc. | 2,005 | $237,291 | |
| BHB | Bar Harbor Bankshares | 7,885 | $232,607 | |
| FOF | Cohen & Steers Closed-End Opportunity Fund, Inc. | 19,108 | $230,633 | |
| NMIH | NMI Holdings, Inc. | 6,148 | $221,635 | |
| No positions match the current search. | ||||
730 tracked positions ·
$5,490,174,368 total
· filing declares
1,179 positions · $10,320,384,907
· as of Jun 30, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 730 positions by value
· page 1 of 15
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 1,922,034 | $394,343,715 | 7.18% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 490,591 | $244,024,869 | 4.44% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,275,965 | $201,589,710 | 3.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 761,273 | $134,548,949 | 2.45% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 176,762 | $130,466,264 | 2.38% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 186,161 | $99,899,513 | 1.82% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 305,952 | $84,335,668 | 1.54% | |
| V |
Visa Inc.
Financial Services
|
Added | 231,511 | $82,197,980 | 1.50% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 1,159,362 | $82,024,861 | 1.49% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 263,716 | $76,453,905 | 1.39% | |
| GLDM |
World Gold Trust
|
Reduced | 947,412 | $62,074,434 | 1.13% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 90,549 | $55,945,699 | 1.02% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 135,063 | $49,519,498 | 0.90% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 127,921 | $45,666,517 | 0.83% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 402,340 | $43,372,252 | 0.79% | |
| CTAS |
Cintas Corp
Industrials
|
Reduced | 189,394 | $42,210,240 | 0.77% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 334,787 | $41,342,846 | 0.75% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 55,449 | $38,729,463 | 0.71% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 49,047 | $38,233,607 | 0.70% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 66,452 | $37,342,036 | 0.68% | |
| ORCL |
Oracle Corp
Technology
|
Added | 169,421 | $37,040,513 | 0.67% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 183,033 | $36,846,373 | 0.67% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 530,640 | $36,815,803 | 0.67% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Reduced | 191,730 | $35,686,704 | 0.65% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 185,495 | $34,579,977 | 0.63% | |
| OLLI |
Ollie's Bargain Outlet Holdings, Inc.
Consumer Defensive
|
Added | 255,887 | $33,720,788 | 0.61% | |
| AXP |
American Express Co
Financial Services
|
Added | 98,480 | $31,413,150 | 0.57% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Reduced | 56,797 | $31,179,281 | 0.57% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 718,943 | $31,108,663 | 0.57% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Added | 289,421 | $31,086,709 | 0.57% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 194,084 | $30,921,462 | 0.56% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 250,914 | $30,762,056 | 0.56% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 123,150 | $29,312,163 | 0.53% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 73,224 | $28,426,289 | 0.52% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 276,027 | $28,240,322 | 0.51% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Reduced | 100,561 | $27,095,155 | 0.49% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 48,971 | $26,611,331 | 0.48% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 141,370 | $26,241,099 | 0.48% | |
| TPL |
Texas Pacific Land Corp
Energy
|
Added | 24,448 | $25,826,622 | 0.47% | |
| ACN |
Accenture plc
Technology
|
Added | 84,504 | $25,257,400 | 0.46% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Added | 275,096 | $24,794,402 | 0.45% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 84,271 | $24,621,458 | 0.45% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 61,917 | $24,496,222 | 0.45% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 118,269 | $24,202,568 | 0.44% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 347,377 | $24,114,911 | 0.44% | |
| WELL |
Welltower Inc.
Real Estate
|
Added | 152,746 | $23,481,642 | 0.43% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 250,637 | $23,384,432 | 0.43% | |
| CVX |
Chevron Corp
Energy
|
Added | 162,342 | $23,245,750 | 0.42% | |
| TSCO |
Tractor Supply Co /De/
Consumer Cyclical
|
Added | 437,626 | $23,093,524 | 0.42% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Reduced | 71,688 | $22,948,762 | 0.42% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.