CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q1 2025
Top Holdings365 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.4M | $320.5M | 2.4% | $102.24 | +115.93% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 2.7M | $289.4M | 2.2% | $110.86 | -1.09% | 16 qtrssince 2021-Q2 | Decreased 0 |
MICROSOFT CORP | 659,451 | $247.6M | 1.9% | $163.81 | +130.01% | 25 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 241,626 | $228.5M | 1.7% | $282.12 | +232.40% | 25 qtrssince 2019-Q1 | Decreased 0 |
OLLIE'S BARGAIN OUTLET HOLDI | 1.8M | $212.7M | 1.6% | $106.08 | +6.75% | 4 qtrssince 2024-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 587,453 | $205.9M | 1.5% | $163.41 | +112.03% | 25 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 345,135 | $198.9M | 1.5% | $377.06 | +52.61% | 9 qtrssince 2023-Q1 | Decreased 0 |
AMAZON.COM INC | 925,343 | $176.1M | 1.3% | $111.56 | +72.76% | 25 qtrssince 2019-Q1 | Decreased 0 |
BOSTON SCIENTIFIC CORP | 1.7M | $173.4M | 1.3% | $56.39 | +78.89% | 10 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC-CL A | 1.1M | $169.9M | 1.3% | $103.54 | +48.64% | 25 qtrssince 2019-Q1 | Decreased 0 |
HOWMET AEROSPACE INC | 1.3M | $167.1M | 1.2% | $78.36 | +64.99% | 4 qtrssince 2024-Q2 | Increased 48 |
CINTAS CORP | 804,474 | $165.3M | 1.2% | $184.17 | +10.06% | 25 qtrssince 2019-Q1 | Increased 48 |
ELI LILLY & CO | 198,284 | $163.8M | 1.2% | $278.07 | +193.90% | 13 qtrssince 2022-Q1 | Decreased 0 |
ARTHUR J GALLAGHER & CO | 457,577 | $158M | 1.2% | $234.43 | +44.37% | 10 qtrssince 2022-Q4 | Increased 48 |
INTUITIVE SURGICAL INC | 312,708 | $154.9M | 1.2% | $278.53 | +76.58% | 10 qtrssince 2022-Q4 | Increased 48 |
O'REILLY AUTOMOTIVE INC | 106,416 | $152.5M | 1.1% | $51.31 | +83.02% | 18 qtrssince 2020-Q4 | Decreased 0 |
TJX COMPANIES INC | 1.2M | $149.9M | 1.1% | $93.01 | +28.54% | 25 qtrssince 2019-Q1 | Increased 48 |
STRIDE INC | 1.2M | $148M | 1.1% | $106.11 | +18.93% | 3 qtrssince 2024-Q3 | Increased 77 |
PENUMBRA INC | 546,281 | $146.1M | 1.1% | $181.11 | +47.73% | 25 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 396,254 | $145.2M | 1.1% | $188.69 | +86.37% | 25 qtrssince 2019-Q1 | Decreased 0 |
CONGRESS ASSET MANAGEMENT CO manages $13.4B across 365 positions as of Q1 2025. Top holdings: AAPL (2.4%), NVDA (2.2%), MSFT (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 24 new positions, 45 exits, 120 increased. Top move: LRN (INCREASED, conviction 77). Portfolio: $13.4B across 365 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer