CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q1 2023
Top Holdings368 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.4M | $222.8M | 2.1% | $95.97 | +69.06% | 17 qtrssince 2019-Q1 | Increased 53 |
DARDEN RESTAURANTS INC | 1.4M | $214.3M | 2.0% | $134.99 | +3.37% | 17 qtrssince 2019-Q1 | Increased 78 |
CIENA CORP | 3.3M | $173.7M | 1.6% | $45.36 | +14.53% | 13 qtrssince 2020-Q1 | Increased 49 |
PAYCOM SOFTWARE INC | 568,539 | $172.8M | 1.6% | $211.42 | +37.36% | 17 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 597,258 | $172.2M | 1.6% | $130.96 | +112.37% | 17 qtrssince 2019-Q1 | Increased 48 |
DECKERS OUTDOOR CORP | 319,353 | $143.6M | 1.3% | $52.10 | +43.81% | 3 qtrssince 2022-Q3 | Decreased 0 |
QUALYS INC | 1.1M | $141.4M | 1.3% | $89.27 | +40.85% | 17 qtrssince 2019-Q1 | Increased 49 |
COPART INC | 1.9M | $141.2M | 1.3% | $23.13 | +58.85% | 17 qtrssince 2019-Q1 | Decreased 0 |
METTLER-TOLEDO INTERNATIONAL | 92,252 | $141.2M | 1.3% | $728.04 | +106.00% | 17 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 283,194 | $140.7M | 1.3% | $269.53 | +76.46% | 17 qtrssince 2019-Q1 | Decreased 0 |
MONOLITHIC POWER SYSTEMS INC | 276,620 | $138.5M | 1.3% | $155.11 | +214.31% | 17 qtrssince 2019-Q1 | Decreased 0 |
ULTA BEAUTY INC | 250,523 | $136.7M | 1.3% | $405.81 | +32.17% | 3 qtrssince 2022-Q3 | Decreased 0 |
SPS Commerce, Inc. | 896,628 | $136.6M | 1.3% | $139.41 | +5.14% | 17 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 561,096 | $126.5M | 1.2% | $157.87 | +39.06% | 17 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 266,394 | $125.9M | 1.2% | $275.56 | +62.06% | 17 qtrssince 2019-Q1 | Decreased 0 |
EMCOR GROUP INC | 770,521 | $125.3M | 1.2% | $142.74 | +12.85% | 17 qtrssince 2019-Q1 | Increased 51 |
ASBURY AUTOMOTIVE GROUP INC | 593,612 | $124.7M | 1.2% | $188.21 | +9.70% | 9 qtrssince 2021-Q1 | Decreased 0 |
IDEX CORP | 538,823 | $124.5M | 1.2% | $145.81 | +49.46% | 17 qtrssince 2019-Q1 | Increased 50 |
DIODES INC | 1.3M | $124.5M | 1.2% | $40.86 | +123.83% | 15 qtrssince 2019-Q3 | Decreased 0 |
SKYWORKS SOLUTIONS INC | 1.1M | $123.9M | 1.2% | $76.89 | +39.53% | 17 qtrssince 2019-Q1 | Increased 48 |
CONGRESS ASSET MANAGEMENT CO manages $10.7B across 368 positions as of Q1 2023. Top holdings: AAPL (2.1%), DRI (2.0%), CIEN (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 22 new positions, 29 exits, 217 increased. Top move: DRI (INCREASED, conviction 78). Portfolio: $10.7B across 368 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer