CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q1 2024
Top Holdings357 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 319,996 | $289.1M | 2.1% | $17.11 | +427.76% | 12 qtrssince 2021-Q2 | Decreased 0 |
MICROSOFT CORP | 592,741 | $249.4M | 1.8% | $133.62 | +210.83% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.4M | $242.9M | 1.7% | $99.96 | +69.70% | 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 CORP | 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 CORP 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% | $155.11 | +331.00% | 21 qtrssince 2019-Q1 | Decreased 0 |
DECKERS OUTDOOR CORP | 177,837 | $167.4M | 1.2% | $53.85 | +191.33% | 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% | $109.37 | +64.92% | 21 qtrssince 2019-Q1 | Increased 48 |
HOME DEPOT INC | 424,215 | $162.7M | 1.2% | $185.37 | +98.26% | 21 qtrssince 2019-Q1 | Decreased 0 |
COPART INC | 2.8M | $161.4M | 1.2% | $31.46 | +84.10% | 21 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 570,151 | $159.1M | 1.1% | $159.19 | +72.04% | 21 qtrssince 2019-Q1 | Decreased 0 |
SYNOPSYS INC | 276,391 | $158M | 1.1% | $138.08 | +313.88% | 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 Rating: 2.5/5.0.
Active quarter - 13 new positions, 27 exits, 137 increased. Top move: ETN (INCREASED, conviction 52). Portfolio: $14.0B across 357 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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