Congress Asset Management lists $15.4B reported securities value; 47 Form 13F filings

Congress Asset Management Co. reported $15.4 billion in securities value in a Form 13F covering its holdings as of Sept. 30, 2026. The filing was among 47 Form 13F filings in the Oct. 6 index. Reported securities value is not the firm’s total assets under management.

Other filings in the index reported markedly different securities values. Two Seas Capital LP reported $8.7 billion as of Sept. 30, while Tetrad Corp. reported $1.0 billion for the same date. These are filing figures for a historical reporting date, not statements of current holdings or trades.

The index also includes two Phoenix Asset Management Partners Ltd. amendments filed Oct. 6 for the quarter ended Dec. 31, 2024. They identify themselves as amendments No. 1 and No. 2, and report securities values of $115.2 million and $2.3 million, respectively. Those filings concern the same historical reporting date; they do not describe present-day holdings.

Selected position rows in three filings offer examples of the information disclosed. These are selected reported positions, not a ranking of the largest holdings or a complete portfolio.