CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q2 2020
Top Holdings323 positions
Cintas Corporation | 733,877 | $195.5M | 2.3% | $47.15 | +32.49% | 6 qtrssince 2019-Q1 | Increased 53 |
CIENA CORP | 3.4M | $185.4M | 2.2% | $44.82 | +18.58% | 2 qtrssince 2020-Q1 | Increased 71 |
PAYCOM SOFTWARE INC | 592,556 | $183.5M | 2.2% | $191.97 | +53.36% | 6 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 488,811 | $178.3M | 2.1% | $45.23 | +95.04% | 6 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 58,740 | $162.1M | 1.9% | $90.11 | +53.07% | 6 qtrssince 2019-Q1 | Increased 49 |
FIRST REP BK SAN FRANCISCO C | 1.5M | $156.3M | 1.9% | $97.96 | +5.57% | 6 qtrssince 2019-Q1 | Increased 49 |
Microsoft Corp. | 692,474 | $140.9M | 1.7% | $110.54 | +74.67% | 6 qtrssince 2019-Q1 | Decreased 0 |
ETSY INC | 1.2M | $131.1M | 1.6% | $60.45 | +70.22% | 6 qtrssince 2019-Q1 | Decreased 0 |
POOL CORP | 471,146 | $128.1M | 1.5% | $149.92 | +67.08% | 6 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HLDGS INC | 727,030 | $126.7M | 1.5% | $103.46 | +62.35% | 6 qtrssince 2019-Q1 | Decreased 0 |
ResMed Inc. | 651,196 | $125M | 1.5% | $97.11 | +87.17% | 6 qtrssince 2019-Q1 | Decreased 0 |
Adobe Inc | 279,334 | $121.6M | 1.4% | $266.49 | +63.35% | 6 qtrssince 2019-Q1 | Decreased 0 |
Generac Holdings Inc. | 992,237 | $121M | 1.4% | $51.23 | +138.01% | 6 qtrssince 2019-Q1 | Decreased 0 |
Monolithic Power Systems Inc. | 508,166 | $120.4M | 1.4% | $127.90 | +77.24% | 6 qtrssince 2019-Q1 | Decreased 0 |
Synopsys Inc | 601,163 | $117.2M | 1.4% | $115.15 | +69.34% | 6 qtrssince 2019-Q1 | Decreased 0 |
SKYWORKS SOLUTIONS INC | 914,076 | $116.9M | 1.4% | $70.26 | +56.50% | 6 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc. | 442,131 | $110.8M | 1.3% | $160.06 | +34.18% | 6 qtrssince 2019-Q1 | Increased 48 |
CHARLES RIV LABS INTL INC | 630,586 | $109.9M | 1.3% | $145.25 | +16.35% | 6 qtrssince 2019-Q1 | Decreased 0 |
HORIZON THERAPEUTICS PUB L | 2M | $108.7M | 1.3% | — | — | 5 qtrssince 2019-Q2 | Increased 76 |
Williams-Sonoma Inc. | 1.3M | $107.5M | 1.3% | $36.42 | +0.19% | 4 qtrssince 2019-Q3 | Increased 76 |
CONGRESS ASSET MANAGEMENT CO manages $8.4B across 323 positions as of Q2 2020. Top holdings: CTAS (2.3%), CIEN (2.2%), PAYC (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 22 new positions, 28 exits, 169 increased. Top move: HZNP (INCREASED, conviction 76). Portfolio: $8.4B across 323 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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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