CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q1 2024
Top Holdings357 positions
NVIDIA Corp. | 319,996 | $289.1M | 2.1% | $16.75 | +437.86% | 12 qtrssince 2021-Q2 | Decreased 0 |
Microsoft Corp. | 592,741 | $249.4M | 1.8% | $132.36 | +211.79% | 21 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 1.4M | $242.9M | 1.7% | $56.76 | +198.84% | 21 qtrssince 2019-Q1 | Increased 50 |
Darden Restaurants, Inc. | 1.4M | $233.5M | 1.7% | $135.25 | +15.87% | 21 qtrssince 2019-Q1 | Decreased 0 |
Costco Wholesale Corporation | 277,971 | $203.6M | 1.5% | $271.82 | +165.79% | 21 qtrssince 2019-Q1 | Decreased 0 |
Emcor Group Inc | 553,349 | $193.8M | 1.4% | $142.74 | +144.00% | 21 qtrssince 2019-Q1 | Decreased 0 |
Eaton Corporation PLC | 571,087 | $178.6M | 1.3% | $151.03 | +100.86% | 14 qtrssince 2020-Q4 | Increased 52 |
Eli Lilly & Co. | 225,917 | $175.8M | 1.3% | $278.07 | +175.05% | 9 qtrssince 2022-Q1 | Decreased 0 |
Crane Co. | 1.3M | $172.8M | 1.2% | $86.97 | +53.98% | 4 qtrssince 2023-Q2 | Decreased 0 |
Monolithic Power Systems Inc. | 251,154 | $170.1M | 1.2% | $153.49 | +333.38% | 21 qtrssince 2019-Q1 | Decreased 0 |
Deckers Outdoor Corp. | 177,837 | $167.4M | 1.2% | $52.10 | +201.10% | 7 qtrssince 2022-Q3 | Decreased 0 |
NVent Electric PLC | 2.2M | $167.3M | 1.2% | $51.68 | +42.54% | 3 qtrssince 2023-Q3 | Increased 48 |
QUALYS INC | 1M | $167.1M | 1.2% | $92.29 | +80.81% | 21 qtrssince 2019-Q1 | Decreased 0 |
SAIA INC | 284,615 | $166.5M | 1.2% | $255.32 | +129.12% | 21 qtrssince 2019-Q1 | Decreased 0 |
Entegris Inc | 1.2M | $165.5M | 1.2% | $94.93 | +46.67% | 17 qtrssince 2020-Q1 | Increased 48 |
Amazon.com, Inc. | 902,751 | $162.8M | 1.2% | $103.63 | +74.07% | 21 qtrssince 2019-Q1 | Increased 48 |
Home Depot Inc. | 424,215 | $162.7M | 1.2% | $180.75 | +99.01% | 21 qtrssince 2019-Q1 | Decreased 0 |
COPART INC | 2.8M | $161.4M | 1.2% | $16.91 | +242.43% | 21 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 570,151 | $159.1M | 1.1% | $159.19 | +72.04% | 21 qtrssince 2019-Q1 | Decreased 0 |
Synopsys Inc | 276,391 | $158M | 1.1% | $137.81 | +314.71% | 21 qtrssince 2019-Q1 | Decreased 0 |
CONGRESS ASSET MANAGEMENT CO manages $14B across 357 positions as of Q1 2024. Top holdings: NVDA (2.1%), MSFT (1.8%), AAPL (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 13 new positions, 27 exits, 137 increased. Top move: ETN (INCREASED, conviction 52). Portfolio: $14.0B across 357 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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