CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q3 2023
Top Holdings374 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.4M | $235.9M | 2.1% | $97.98 | +72.41% | 19 qtrssince 2019-Q1 | Decreased 0 |
DARDEN RESTAURANTS INC | 1.4M | $202.2M | 1.8% | $135.16 | -2.37% | 19 qtrssince 2019-Q1 | Increased 48 |
MICROSOFT CORP | 605,761 | $191.3M | 1.7% | $133.62 | +132.37% | 19 qtrssince 2019-Q1 | Increased 48 |
QUALYS INC | 1.1M | $173.5M | 1.5% | $92.29 | +65.30% | 19 qtrssince 2019-Q1 | Increased 50 |
NVIDIA CORP | 372,519 | $162M | 1.4% | $17.11 | +154.03% | 10 qtrssince 2021-Q2 | Decreased 0 |
COSTCO WHOLESALE CORP | 285,771 | $161.4M | 1.4% | $271.82 | +99.74% | 19 qtrssince 2019-Q1 | Increased 48 |
CHAMPIONX CORPORATION | 4.2M | $148.6M | 1.3% | — | — | 14 qtrssince 2020-Q2 | Increased 77 |
DECKERS OUTDOOR CORP | 284,341 | $146.2M | 1.3% | $53.85 | +59.11% | 5 qtrssince 2022-Q3 | Decreased 0 |
SPS Commerce, Inc. | 848,269 | $144.7M | 1.3% | $139.43 | +22.36% | 19 qtrssince 2019-Q1 | Increased 48 |
SAIA INC | 359,271 | $143.2M | 1.3% | $255.32 | +56.14% | 19 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 267,438 | $134.8M | 1.2% | $276.56 | +74.59% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1M | $132.8M | 1.2% | $95.78 | +35.60% | 19 qtrssince 2019-Q1 | Increased 48 |
EMCOR GROUP INC | 625,628 | $131.6M | 1.2% | $142.74 | +46.34% | 19 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 569,274 | $130.9M | 1.2% | $158.87 | +41.51% | 19 qtrssince 2019-Q1 | Increased 48 |
STERIS PLC | 593,133 | $130.1M | 1.2% | $123.80 | +73.34% | 19 qtrssince 2019-Q1 | Increased 48 |
WEST PHARMACEUTICAL SERVICES | 341,239 | $128M | 1.1% | $218.68 | +70.35% | 17 qtrssince 2019-Q3 | Decreased 0 |
HOME DEPOT INC | 423,465 | $128M | 1.1% | $185.02 | +54.49% | 19 qtrssince 2019-Q1 | Increased 48 |
POOL CORP | 356,564 | $127M | 1.1% | $165.99 | +103.60% | 19 qtrssince 2019-Q1 | Increased 48 |
COPART INC | 2.9M | $126.6M | 1.1% | $31.46 | +36.96% | 19 qtrssince 2019-Q1 | Increased 71 |
SYNOPSYS INC | 275,198 | $126.3M | 1.1% | $136.33 | +236.67% | 19 qtrssince 2019-Q1 | Increased 48 |
CONGRESS ASSET MANAGEMENT CO manages $11.3B across 374 positions as of Q3 2023. Top holdings: AAPL (2.1%), DRI (1.8%), MSFT (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 20 new positions, 19 exits, 216 increased. Top move: CHX (INCREASED, conviction 77). Portfolio: $11.3B across 374 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
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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