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Congruence Capital, LLC

Location
LOS ANGELES, CA
Portfolio Value
Small $382,617,708
Diversification
Diversified
Filing Date
Global Rank
#3,300 / 8,700 ▲ 1484
Top Industry
Specialty Industrial Machinery 23.6%
Period ended 2 months ago
Filed Aug 13, 2026 · 30d
3 quarters · since Dec 2025

Portfolio Concentration

28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
8.5%
+0.6 pts
Top 5
37.9%
+3.4 pts
Top 10
63.4%
+2.5 pts
HHI
518
Dec 2025 → Jun 2026 · range 480 – 518
Diversified+36

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Industrials 59.7% $228,299,999
Technology 35.7% $136,527,242
Basic Materials 4.2% $16,131,865
Consumer Cyclical 0.4% $1,658,602

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
11 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
11 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
6 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
7 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
28 tracked positions · $382,617,708 total · filing declares 56 positions · $382,617,733 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

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.