Congress Asset Management Company, Llp
SEC-registered
Investment Adviser · Large ($10B–$100B)
CRD 105161
· SEC file 801-23386
· Boston, MA
· www.linkedin.com
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ADV data as of Mar 17, 2026
- Regulatory AUM
- $14.2B
- Discretionary
- $14.2B
- Clients
- 8,312
- Avg AUM / client
- $1.7M
- Accounts
- 8,312
- Employees
- 79
AUM over time
$5.7B
$14.2B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Investments (13F portfolio — 376 positions, $16,250,386,561)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp. | COM | $525,825,910 | 2,627,947 | 3.24% | 3.7% |
| 2 | Apple Inc. | COM | $465,796,217 | 1,609,746 | 2.87% | 3.28% |
| 3 | Alphabet Inc. | COM | $364,585,508 | 1,020,191 | 2.24% | 2.57% |
| 4 | Microsoft Corp. | COM | $304,131,894 | 815,323 | 1.87% | 2.14% |
| 5 | Broadcom Inc | COM | $278,895,170 | 738,306 | 1.72% | 1.96% |
| 6 | Visa Inc | COM | $227,646,887 | 663,519 | 1.4% | 1.6% |
| 7 | Ge Vernova Inc. | COM | $226,362,918 | 192,672 | 1.39% | 1.59% |
| 8 | Amphenol Corporation | COM | $215,255,165 | 1,220,821 | 1.32% | 1.52% |
| 9 | Ligand Pharmaceuticals Incorporated | COM | $208,591,268 | 659,911 | 1.28% | 1.47% |
| 10 | Arista Networks Inc | COM | $199,881,834 | 1,176,606 | 1.23% | 1.41% |
| 11 | Costco Wholesale Corporation | COM | $195,374,114 | 208,851 | 1.2% | 1.38% |
| 12 | Sterling Infrastructure Inc | COM | $193,398,616 | 230,412 | 1.19% | 1.36% |
| 13 | Goldman Sachs Group, Inc. | COM | $184,163,119 | 182,093 | 1.13% | 1.3% |
| 14 | Ufp Technologies Inc. | COM | $182,260,702 | 687,439 | 1.12% | 1.28% |
| 15 | Eaton Corporation Plc | COM | $176,020,475 | 413,077 | 1.08% | 1.24% |
| 16 | Asml Holding N.V. | COM | $175,598,903 | 88,265 | 1.08% | 1.24% |
| 17 | Amazon.Com, Inc. | COM | $174,904,050 | 733,843 | 1.08% | 1.23% |
| 18 | Moog Inc. | COM | $172,216,289 | 406,324 | 1.06% | 1.21% |
| 19 | Mongo Db Inc. | COM | $171,721,149 | 511,227 | 1.06% | 1.21% |
| 20 | Modine Manufacturing Co. | COM | $168,027,141 | 629,268 | 1.03% | 1.18% |
| 21 | Howmet Aerospace Inc | COM | $167,350,027 | 622,443 | 1.03% | 1.18% |
| 22 | N Vent Electric Plc | COM | $166,875,046 | 983,875 | 1.03% | 1.18% |
| 23 | Meta Platforms Inc | COM | $164,595,032 | 292,203 | 1.01% | 1.16% |
| 24 | Welltower Inc. | COM | $163,781,677 | 721,601 | 1.01% | 1.15% |
| 25 | Enpro Inc | COM | $163,252,745 | 433,112 | 1.0% | 1.15% |
Top 25 of 376 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6,408 | $2.4B | 17.0% |
| High net worth individuals | 1,611 | $4.4B | 31.0% |
| Investment companies | 8 | $4.3B | 30.1% |
| Pooled investment vehicles (non-investment companies) | 3 | $52.4M | 0.37% |
| Pension and profit sharing plans | 49 | $1.3B | 9.39% |
| Charitable organizations | 94 | $921M | 6.49% |
| State or municipal government entities | 5 | $532M | 3.74% |
| Insurance companies | 3 | $49.0M | 0.35% |
| Corporations and other businesses | 131 | $225M | 1.58% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Health & Benefits Trusr Fund Iuoe EIN 136674743 | New York, NY | 12/31/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pamcah Ua Local 675 Annuity Plan Board Of Trustees Of Pamcah Ua Local 675 Annuity Fund | 2024 | |
| Pamcah Ua Local 675 Pension Plan Pamcah Ua Local 675 Pension Fund | Honolulu, HI | 2024 |
| Cement Masons Pension Trust Fund Detroit And Vicinity Joint Board Of Trustees Cement Masons Pension Trust Fund Detroit | 2024 | |
| Ameriprise Financial 401(k) Plan Ameriprise Financial, Inc. | 2024 | |
| I.U.O.E. Annuity Fund Local 137,137 A,137 B,137 C, And 137 R Board Of Trustees I.U.O.E. Annuity Local 137 137 A 137 B 137 C 137 R | 2024 | |
| Pension Plan Of The Iuoe Local 137 137 A 137 B 137 C 137 R, Afl Cio Bd Of Trustees Pension Plan Of The Iuoe 137 137 A 137 B 137 C 137 R Aflcio | 2024 | |
| Annuity Fd Of The Iuoe Local Union 94, 94 A, 94 B Afl Cio Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94 A, 94 B Afl Cio | 2024 | |
| Bakery & Confectionery Union & Industry International Pension Fund Joint Board Of Trustees, Bakery & Confectionery Union & Industry | 2024 | |
| United Assn Full Time Sal Off & Emp Of Locl Unions Councils, St & Prov Pen Plan U A Local Union Officers & Employees Pension Fund | Annapolis, MD | 2024 |
| Derrickmens Pension Fund, Local 197 Bd Of Tr Derrickmens Pension Fund, Local 197 | 2024 | |
| Excavators Union Local 731 Annuity Fund Excavators Union Local 731 Annuity Board Of Trustees | 2024 | |
| Northeast District Council Of The Opcmia Annuity Fund Northeast District Council Of The Opcmia Annuity Fund | 2024 | |
| Derrickmens Annuity Fund, Local 197 Board Of Trustees Derrickmens Annuity Fund, Local 197 | 2024 | |
| Teamsters Retirement Pension Plan Board Of Trustees, Teamsters Retirement Pension Plan | 2024 | |
| Cement Masons Local 780 Pension Fund Cement Masons Local 780 Pension Fund | 2024 | |
| Tidalhealth Pension Plan Tidalhealth, Inc. | 2024 | |
| National Automatic Sprinkler Industry Pension Fund National Automatic Sprinkler Industry Pension Fund Jt Board Of Trustee | Landover, MD | 2024 |
| Sheet Metal Workers Local No. 177 Pension Fund Trustees Sheet Metal Workers Local No. 177 Pension Fund | 2024 | |
| Local 147 Construction Workers Retirement Plan Local 147 Construction Workers Retirement Plan | 2024 | |
| Joint Pension Fund Local Union Ibew Joint Pension Fund Local Union 164 Ibew | 2024 | |
| Atlanta Plumbers & Steamfitters Pension Fund Atlanta Plumbers & Steamfitters Pension Fund | 2024 |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Terence Lagan | Vice President & Portfolio Manager | CFA | Jan 2003 (24y) | Less than 5% |
| Christopher Michael Lagan | President | CFA | Jun 2004 (22y) | ≈ 18.75% – 50% via Lagan Holding Company Trust |
| Daniel Anthony Lagan | Chief Executive Officer And Chief Investment Officer | CFA | Jun 2004 (22y) | ≈ 37.5% – 75% via Lagan Holding Company Trust |
| Fricano, James, A. | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% | |
| Amy Bowker Noyes | Registered representative | CFA | Sep 2011 (15y) | |
| E. Martine Elie | Registered representative | CFA | Sep 2011 (15y) | |
| Gregg Andrew Okeefe | Registered representative | CFA | Sep 2011 (15y) | |
| Jeffrey Ryan Porter | Registered representative | CFA | Sep 2011 (15y) | |
| John Brendan O'reilly | Registered representative | CFA | Sep 2011 (15y) | |
| John Gerald Fitzgerald | Registered representative | CFA | Sep 2011 (15y) | |
| John Middleton Beaver | Registered representative | CFA | Sep 2011 (15y) | |
| Todd William Soloman | Registered representative | CFA | Sep 2011 (15y) | |
| Brian Timothy Guild | Registered representative | Dec 2015 (11y) | ||
| Jeffrey Kirkland Kerrigan | Registered representative | CFA | Nov 2017 (9y) | |
| Keith Robert Gontarz | Registered representative | CFA | Oct 2020 (6y) | |
| Noel Billings Blair | Registered representative | CFA | Feb 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lagan Holding Company Trust | General Partner | Jan 1990 | A | 75% or more |
| Lagan Congress, Inc. | General Partner | Jun 2004 | A | Less than 5% |
| Lagan Holding Company Trust | Indirect Owner | Jun 2004 | B | 75% or more of Lagan Congress, Inc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Christopher Michael Lagan: 25% – 50% of Lagan Holding Company Trust × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Daniel Anthony Lagan: 50% – 75% of Lagan Holding Company Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (21)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pamcah Ua Local 675 Annuity Plan | Board Of Trustees Of Pamcah Ua Local 675 Annuity Fund | 1,593 | $383M | 08/01/2024 |
| Pamcah Ua Local 675 Pension Plan | Pamcah Ua Local 675 Pension Fund | 1,551 | $622M | 08/01/2024 |
| Cement Masons Pension Trust Fund Detroit And Vicinity | Joint Board Of Trustees Cement Masons Pension Trust Fund Detroit | 571 | $108M | 05/01/2024 |
| Ameriprise Financial 401(k) Plan | Ameriprise Financial, Inc. | 8,958 | $3.6B | 01/01/2024 |
| I.U.O.E. Annuity Fund Local 137,137 A,137 B,137 C, And 137 R | Board Of Trustees I.U.O.E. Annuity Local 137 137 A 137 B 137 C 137 R | 717 | $253M | 01/01/2024 |
| Pension Plan Of The Iuoe Local 137 137 A 137 B 137 C 137 R, Afl Cio | Bd Of Trustees Pension Plan Of The Iuoe 137 137 A 137 B 137 C 137 R Aflcio | 608 | $272M | 01/01/2024 |
| Annuity Fd Of The Iuoe Local Union 94, 94 A, 94 B Afl Cio | Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94 A, 94 B Afl Cio | 5,885 | $1.8B | 01/01/2024 |
| Bakery & Confectionery Union & Industry International Pension Fund | Joint Board Of Trustees, Bakery & Confectionery Union & Industry | 14,943 | $6.6B | 01/01/2024 |
| United Assn Full Time Sal Off & Emp Of Locl Unions Councils, St & Prov Pen Plan | U A Local Union Officers & Employees Pension Fund | 1,925 | $1.3B | 01/01/2024 |
| Derrickmens Pension Fund, Local 197 | Bd Of Tr Derrickmens Pension Fund, Local 197 | 136 | $53.7M | 01/01/2024 |
| Excavators Union Local 731 Annuity Fund | Excavators Union Local 731 Annuity Board Of Trustees | 6,526 | $953M | 01/01/2024 |
| Northeast District Council Of The Opcmia Annuity Fund | Northeast District Council Of The Opcmia Annuity Fund | 1,128 | $199M | 01/01/2024 |
| Derrickmens Annuity Fund, Local 197 | Board Of Trustees Derrickmens Annuity Fund, Local 197 | 136 | $44.4M | 01/01/2024 |
| Teamsters Retirement Pension Plan | Board Of Trustees, Teamsters Retirement Pension Plan | 1,399 | $506M | 01/01/2024 |
| Cement Masons Local 780 Pension Fund | Cement Masons Local 780 Pension Fund | 397 | $176M | 01/01/2024 |
| Tidalhealth Pension Plan | Tidalhealth, Inc. | 4,926 | $163M | 01/01/2024 |
| National Automatic Sprinkler Industry Pension Fund | National Automatic Sprinkler Industry Pension Fund Jt Board Of Trustee | 16,773 | $4.8B | 01/01/2024 |
| Sheet Metal Workers Local No. 177 Pension Fund | Trustees Sheet Metal Workers Local No. 177 Pension Fund | 712 | $75.6M | 01/01/2024 |
| Local 147 Construction Workers Retirement Plan | Local 147 Construction Workers Retirement Plan | 116 | $180M | 01/01/2024 |
| Joint Pension Fund Local Union Ibew | Joint Pension Fund Local Union 164 Ibew | 1,746 | $599M | 01/01/2024 |
| Atlanta Plumbers & Steamfitters Pension Fund | Atlanta Plumbers & Steamfitters Pension Fund | 2,639 | $452M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Health & Benefits Trusr Fund Iuoe | Public charity | $637M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $3.4B (24% of AUM) Mar 2026
- State Street $644M (8% of AUM) Oct 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗