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Funds (13F)

Congress Asset Management Co

Backtest from 9 Aug 2013 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+14.2%
S&P 500 +13.9%
Last 12 months
+3.0%
S&P 500 +12.1%
Sharpe ratio
0.73
S&P 500 0.77
Biggest drop
−31.2%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 2013201520172019202120232025 $57.7k$55.9k
Congress Asset Management CoS&P 500 $10,000 in Congress Asset Management Co from 9 Aug 2013 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Congress Asset Management Co's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Congress Asset Management Co's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+14.2%+13.9%
Total return+477%+459%
Last 12 months+3.0%+12.1%
Last 3 months−2.6%—
Last month−3.4%—
This year so far+4.4%—
Volatility a year17.4%16.0%
Sharpe ratio0.730.77
Biggest drop−31.2%−31.8%
Beta to the S&P 5001.041.00
Alpha a year (t-statistic)−0.1% (−0.04)—
Share of weeks up59%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
NVDA3.3%——
AAPL2.9%——
GOOGL2.3%——
MSFT1.9%——
AVGO1.8%——
V1.4%——
GEV1.4%——
APH1.4%——
LGND1.3%——
ANET1.3%——
COST1.2%——
STRL1.2%——
GS1.2%——
UFPT1.1%——
ETN1.1%——
ASML1.1%——
AMZN1.1%——
MDB1.1%——
MOD1.1%——
HWM1.1%——
NVT1.1%——
META1.0%——
WELL1.0%——
NPO1.0%——
NOVT1.0%——
CW0.9%——
PH0.9%——
LLY0.9%——
ARM0.9%——
TGTX0.9%——
TKO0.9%——
TJX0.9%——
RGEN0.9%——
ORLY0.8%——
IBKR0.8%——
BOOT0.8%——
CVLT0.8%——
WMB0.8%——
VCEL0.8%——
UTI0.8%——
ECL0.8%——
CRDO0.8%——
LIVN0.8%——
MIR0.8%——
ISRG0.8%——
IDCC0.8%——
PWR0.7%——
KLIC0.7%——
EAT0.7%——
SXT0.7%——
HLT0.7%——
FROG0.7%——
MPWR0.7%——
PJT0.7%——
ABCB0.7%——
SKY0.7%——
AUB0.7%——
RMBS0.7%——
IMAX0.6%——
IDXX0.6%——
UBER0.6%——
HALO0.6%——
KEX0.6%——
TPR0.6%——
FSS0.6%——
MCO0.6%——
LMAT0.6%——
CASY0.6%——
AROC0.6%——
JBTM0.6%——
SHOP0.6%——
EME0.6%——
VIK0.6%——
CR0.5%——
BCPC0.5%——
CSW0.5%——
MMSI0.5%——
AVAV0.5%——
ACIW0.5%——
ALNY0.5%——
COCO0.5%——
TXN0.5%——
POWI0.5%——
AXON0.5%——
COHR0.5%——
HEI0.5%——
RJF0.4%——
NVMI0.4%——
MU0.4%——
DDOG0.4%——
CARG0.4%——
PLTR0.4%——
CXT0.4%——
UMBF0.4%——
Q0.4%——
AEIS0.3%——
NET0.3%——
TER0.3%——
FIX0.3%——
FAST0.3%——
VMI0.3%——
CRS0.3%——
OLLI0.3%——
APG0.3%——
BROS0.3%——
ROST0.3%——
CAT0.3%——
FLS0.3%——
RBRK0.3%——
KRMN0.3%——
EHC0.3%——
DELL0.3%——
TRNO0.3%——
CAVA0.3%——
DHI0.2%——
ENTG0.2%——
ROKU0.2%——
MYRG0.2%——
STE0.2%——
EXPE0.2%——
ADI0.2%——
MLM0.2%——
AFRM0.2%——
JPM0.2%——
TOST0.2%——
CTAS0.2%——
PLXS0.2%——
MEDP0.2%——
BJ0.2%——
TWLO0.2%——
ACMR0.2%——
SEI0.2%——
LECO0.2%——
CSCO0.2%——
GMED0.2%——
IOT0.2%——
VIRT0.2%——
MQ0.2%——
HD0.1%——
DOCN0.1%——
FND0.1%——
KLAC0.1%——
RRC0.1%——
LRCX0.1%——
HWKN0.1%——
ELF0.1%——
AMGN0.1%——
AME0.1%——
NEE0.1%——
LIN0.1%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest9 Aug 2013 to 2 Nov 2026+14.2%+13.9%0.730.77−31.2%1.04−0.1% (−0.04)
2018 onwards5 Jan 2018 to 2 Nov 2026+13.0%+13.9%0.580.66−31.2%1.05−1.1% (−0.55)
Last three years3 Nov 2023 to 2 Nov 2026+14.0%+21.8%0.621.16−19.9%1.06−7.2% (−2.14)
Last year7 Nov 2025 to 2 Nov 2026+5.0%+14.2%0.130.84−8.9%1.02−8.3% (−1.27)
DateCompanyAction
10 Jul 2026TWLOBought
10 Jul 2026TMDXBought
10 Jul 2026SNOWBought
10 Jul 2026ROKUBought
10 Jul 2026POWIBought
10 Jul 2026PMBought
10 Jul 2026OSBCBought
10 Jul 2026ODFLBought
10 Jul 2026NBIXBought
10 Jul 2026NAVNBought
10 Jul 2026MUBought
10 Jul 2026MQBought
10 Jul 2026MELIBought
10 Jul 2026KVYOBought
10 Jul 2026KRYSBought
10 Jul 2026KLICBought
10 Jul 2026KLACBought
10 Jul 2026IOTBought
10 Jul 2026IDYABought
10 Jul 2026GMEDBought
10 Jul 2026FLEXBought
10 Jul 2026DXPEBought
10 Jul 2026CPFBought
10 Jul 2026COCOBought
10 Jul 2026AXONBought

Dated at the rebalance that made the change.

DateCompanyAction
10 Jul 2026XMTRSold
10 Jul 2026WINGSold
10 Jul 2026VSECSold
10 Jul 2026VRRMSold
10 Jul 2026VCYTSold
10 Jul 2026UPSTSold
10 Jul 2026TPCSold
10 Jul 2026TMUSSold
10 Jul 2026TFCSold
10 Jul 2026STEPSold
10 Jul 2026SPSCSold
10 Jul 2026SMTCSold
10 Jul 2026SITESold
10 Jul 2026SIMOSold
10 Jul 2026RXOSold
10 Jul 2026RDNTSold
10 Jul 2026RARESold
10 Jul 2026PTCSold
10 Jul 2026PRAXSold
10 Jul 2026POOLSold
10 Jul 2026PODDSold
10 Jul 2026PNCSold
10 Jul 2026PLNTSold
10 Jul 2026PLMRSold
10 Jul 2026PIPRSold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest