CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q2 2024
Top Holdings364 positions
NVIDIA Corp. | 2.7M | $330.4M | 2.4% | $16.75 | +635.45% | 13 qtrssince 2021-Q2 | Increased 86 |
Apple Inc. | 1.4M | $302.9M | 2.2% | $59.01 | +253.55% | 22 qtrssince 2019-Q1 | Increased 54 |
Microsoft Corp. | 597,253 | $266.9M | 1.9% | $134.68 | +226.12% | 22 qtrssince 2019-Q1 | Increased 49 |
Costco Wholesale Corporation | 281,751 | $239.5M | 1.7% | $279.44 | +200.45% | 22 qtrssince 2019-Q1 | Increased 49 |
Monolithic Power Systems Inc. | 243,330 | $199.9M | 1.4% | $153.49 | +426.48% | 22 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 1M | $187.4M | 1.3% | $87.07 | +107.46% | 22 qtrssince 2019-Q1 | Increased 49 |
Eli Lilly & Co. | 202,109 | $183M | 1.3% | $278.07 | +220.65% | 10 qtrssince 2022-Q1 | Decreased 0 |
Amazon.com, Inc. | 921,737 | $178.1M | 1.3% | $105.47 | +83.22% | 22 qtrssince 2019-Q1 | Increased 49 |
Onto Innovation Inc. | 776,927 | $170.6M | 1.2% | $140.14 | +56.68% | 14 qtrssince 2021-Q1 | Increased 74 |
Meta Platforms Inc | 338,297 | $170.6M | 1.2% | $371.28 | +34.79% | 6 qtrssince 2023-Q1 | Increased 53 |
Synopsys Inc | 280,112 | $166.7M | 1.2% | $143.88 | +313.58% | 22 qtrssince 2019-Q1 | Increased 48 |
Eaton Corporation PLC | 520,344 | $163.2M | 1.2% | $151.03 | +102.02% | 15 qtrssince 2020-Q4 | Decreased 0 |
Crane Co. | 1.1M | $160.8M | 1.2% | $86.97 | +65.43% | 5 qtrssince 2023-Q2 | Decreased 0 |
ARISTA NETWORKS INC | 457,651 | $160.4M | 1.1% | $47.09 | +86.07% | 5 qtrssince 2023-Q2 | Increased 50 |
Entegris Inc | 1.2M | $158.8M | 1.1% | $94.93 | +41.41% | 18 qtrssince 2020-Q1 | Decreased 0 |
SPS COMMERCE INC | 840,152 | $158.1M | 1.1% | $138.34 | +36.02% | 22 qtrssince 2019-Q1 | Decreased 0 |
NVent Electric PLC | 2M | $155.5M | 1.1% | $51.68 | +45.20% | 4 qtrssince 2023-Q3 | Decreased 0 |
VALVOLINE INC | 3.6M | $153.6M | 1.1% | $38.09 | +13.42% | 3 qtrssince 2023-Q4 | Increased 48 |
Visa Inc | 582,784 | $153M | 1.1% | $161.34 | +59.95% | 22 qtrssince 2019-Q1 | Increased 49 |
Home Depot Inc. | 431,827 | $148.7M | 1.1% | $183.29 | +77.33% | 22 qtrssince 2019-Q1 | Increased 49 |
CONGRESS ASSET MANAGEMENT CO manages $14B across 364 positions as of Q2 2024. Top holdings: NVDA (2.4%), AAPL (2.2%), MSFT (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 22 new positions, 15 exits, 121 increased. Top move: NVDA (INCREASED, conviction 86). Portfolio: $14.0B across 364 positions.
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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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