CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q2 2023
Top Holdings373 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.4M | $267.7M | 2.3% | $97.98 | +95.07% | 18 qtrssince 2019-Q1 | Increased 54 |
DARDEN RESTAURANTS INC | 1.4M | $233.7M | 2.0% | $135.19 | +11.76% | 18 qtrssince 2019-Q1 | Increased 53 |
MICROSOFT CORP | 601,822 | $204.9M | 1.8% | $132.46 | +148.20% | 18 qtrssince 2019-Q1 | Increased 48 |
PAYCOM SOFTWARE INC | 563,948 | $181.2M | 1.6% | $211.42 | +45.62% | 18 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 426,850 | $180.6M | 1.6% | $17.11 | +138.37% | 9 qtrssince 2021-Q2 | Decreased 0 |
SPS Commerce, Inc. | 847,804 | $162.8M | 1.4% | $139.41 | +35.76% | 18 qtrssince 2019-Q1 | Decreased 0 |
DECKERS OUTDOOR CORP | 299,352 | $158M | 1.4% | $52.10 | +68.79% | 4 qtrssince 2022-Q3 | Decreased 0 |
COPART INC | 1.7M | $156.2M | 1.4% | $23.12 | +97.26% | 18 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 285,123 | $153.5M | 1.3% | $271.20 | +90.42% | 18 qtrssince 2019-Q1 | Increased 48 |
MONOLITHIC POWER SYSTEMS INC | 269,916 | $145.8M | 1.3% | $155.11 | +238.95% | 18 qtrssince 2019-Q1 | Decreased 0 |
QUALYS INC | 1.1M | $139.9M | 1.2% | $89.27 | +44.00% | 18 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 564,507 | $134.1M | 1.2% | $158.32 | +46.35% | 18 qtrssince 2019-Q1 | Increased 48 |
EMCOR GROUP INC | 722,140 | $133.4M | 1.2% | $142.74 | +28.40% | 18 qtrssince 2019-Q1 | Decreased 0 |
POOL CORP | 354,799 | $132.9M | 1.2% | $165.14 | +114.69% | 18 qtrssince 2019-Q1 | Decreased 0 |
STERIS PLC | 588,684 | $132.4M | 1.2% | $123.12 | +75.16% | 18 qtrssince 2019-Q1 | Decreased 0 |
WEST PHARMACEUTICAL SERVICES | 343,159 | $131.2M | 1.1% | $218.68 | +71.25% | 16 qtrssince 2019-Q3 | Decreased 0 |
ELI LILLY & CO | 278,183 | $130.5M | 1.1% | $275.81 | +66.21% | 6 qtrssince 2022-Q1 | Decreased 0 |
HOME DEPOT INC | 419,446 | $130.3M | 1.1% | $184.06 | +57.21% | 18 qtrssince 2019-Q1 | Increased 48 |
UNITEDHEALTH GROUP INC | 267,894 | $128.8M | 1.1% | $276.56 | +64.34% | 18 qtrssince 2019-Q1 | Increased 48 |
FLOOR & DECOR HOLDINGS INC-A | 1.2M | $127.1M | 1.1% | $92.03 | +10.35% | 11 qtrssince 2020-Q4 | Decreased 0 |
CONGRESS ASSET MANAGEMENT CO manages $11.5B across 373 positions as of Q2 2023. Top holdings: AAPL (2.3%), DRI (2.0%), MSFT (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 24 new positions, 19 exits, 185 increased. Top move: AAPL (INCREASED, conviction 54). Portfolio: $11.5B across 373 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