CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q2 2022
Top Holdings366 positions
Alphabet Inc. | 186,012 | $406.9M | 3.9% | $106.71 | +1.54% | 14 qtrssince 2019-Q1 | Increased 92 |
Alphabet Inc. | 116,580 | $254.1M | 2.4% | $85.25 | +26.61% | 14 qtrssince 2019-Q1 | Increased 79 |
Apple Inc. | 1.4M | $186.7M | 1.8% | $48.89 | +173.90% | 14 qtrssince 2019-Q1 | Decreased 0 |
FIRST REP BK SAN FRANCISCO C | 1.3M | $185.4M | 1.8% | $103.01 | +40.74% | 14 qtrssince 2019-Q1 | Decreased 0 |
PAYCOM SOFTWARE INC | 590,033 | $165.3M | 1.6% | $211.42 | +31.74% | 14 qtrssince 2019-Q1 | Increased 48 |
Costco Wholesale Corporation | 343,217 | $164.5M | 1.6% | $269.53 | +69.32% | 14 qtrssince 2019-Q1 | Increased 55 |
Entegris Inc | 1.6M | $148.9M | 1.4% | $94.91 | -4.57% | 10 qtrssince 2020-Q1 | Decreased 0 |
Monolithic Power Systems Inc. | 384,544 | $147.7M | 1.4% | $153.49 | +142.31% | 14 qtrssince 2019-Q1 | Increased 53 |
CIENA CORP | 3.2M | $145.2M | 1.4% | $45.45 | +0.34% | 10 qtrssince 2020-Q1 | Decreased 0 |
Microsoft Corp. | 550,294 | $141.3M | 1.4% | $120.74 | +105.42% | 14 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 272,447 | $139.9M | 1.3% | $271.57 | +74.49% | 14 qtrssince 2019-Q1 | Decreased 0 |
COPART INC | 1.2M | $132.5M | 1.3% | $16.91 | +60.60% | 14 qtrssince 2019-Q1 | Increased 55 |
QUALYS INC | 1.1M | $132.5M | 1.3% | $87.13 | +48.54% | 14 qtrssince 2019-Q1 | Increased 48 |
POOL CORP | 371,675 | $130.5M | 1.2% | $164.67 | +99.43% | 14 qtrssince 2019-Q1 | Increased 51 |
BOOZ ALLEN HAMILTON HLDG COR | 1.4M | $127.1M | 1.2% | $65.92 | +25.39% | 12 qtrssince 2019-Q3 | Increased 51 |
HORIZON THERAPEUTICS PUB L | 1.6M | $126.4M | 1.2% | — | — | 13 qtrssince 2019-Q2 | Decreased 0 |
ASBURY AUTOMOTIVE GROUP INC COM | 738,514 | $125.1M | 1.2% | $188.21 | -7.40% | 6 qtrssince 2021-Q1 | Decreased 0 |
Mettler-Toledo International Inc | 108,001 | $124.1M | 1.2% | $725.53 | +57.96% | 14 qtrssince 2019-Q1 | Increased 48 |
Steris PLC | 587,564 | $121.1M | 1.2% | $122.30 | +64.57% | 14 qtrssince 2019-Q1 | Decreased 0 |
ResMed Inc. | 567,563 | $119M | 1.1% | $97.12 | +107.40% | 14 qtrssince 2019-Q1 | Decreased 0 |
CONGRESS ASSET MANAGEMENT CO manages $10.4B across 366 positions as of Q2 2022. Top holdings: GOOG (3.9%), GOOGL (2.4%), AAPL (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 22 new positions, 17 exits, 188 increased. Top move: GOOG (INCREASED, conviction 92). Portfolio: $10.4B across 366 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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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