CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q3 2023
Top Holdings374 positions
APPLE INC | 1.4M | $235.9M | 2.1% | $53.56 | +215.38% | 19 qtrssince 2019-Q1 | Decreased 0 |
DARDEN RESTAURANTS INC | 1.4M | $202.2M | 1.8% | $131.79 | -2.23% | 19 qtrssince 2019-Q1 | Increased 48 |
MICROSOFT CORP | 605,761 | $191.3M | 1.7% | $132.36 | +133.10% | 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 CORPORATION | 372,519 | $162M | 1.4% | $16.75 | +158.90% | 10 qtrssince 2021-Q2 | Decreased 0 |
COSTCO WHSL CORP NEW | 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% | $52.10 | +64.45% | 5 qtrssince 2022-Q3 | Decreased 0 |
SPS COMM INC | 848,269 | $144.7M | 1.3% | $137.64 | +23.95% | 19 qtrssince 2019-Q1 | Increased 48 |
SAIA INC | 359,271 | $143.2M | 1.3% | $239.32 | +66.58% | 19 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 267,438 | $134.8M | 1.2% | $273.63 | +73.04% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1M | $132.8M | 1.2% | $85.58 | +51.46% | 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 | 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 SVSC INC | 341,239 | $128M | 1.1% | $218.68 | +70.35% | 17 qtrssince 2019-Q3 | Decreased 0 |
HOME DEPOT INC | 423,465 | $128M | 1.1% | $180.41 | +55.08% | 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% | $16.91 | +154.76% | 19 qtrssince 2019-Q1 | Increased 71 |
SYNOPSYS INC | 275,198 | $126.3M | 1.1% | $136.05 | +237.36% | 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 Score: 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
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR