CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q3 2024
Top Holdings357 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.4M | $335M | 2.3% | $101.57 | +127.49% | 23 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 2.7M | $323.7M | 2.2% | $110.76 | +9.57% | 14 qtrssince 2021-Q2 | Decreased 0 |
MICROSOFT CORP | 598,682 | $257.6M | 1.8% | $136.63 | +210.35% | 23 qtrssince 2019-Q1 | Increased 48 |
COSTCO WHOLESALE CORP | 283,022 | $250.9M | 1.7% | $282.12 | +210.82% | 23 qtrssince 2019-Q1 | Increased 48 |
ONTO INNOVATION INC | 1.1M | $222.7M | 1.5% | $160.88 | +33.87% | 15 qtrssince 2021-Q1 | Increased 63 |
META PLATFORMS INC-CLASS A | 340,762 | $195.1M | 1.3% | $373.61 | +51.26% | 7 qtrssince 2023-Q1 | Increased 48 |
ELI LILLY & CO | 201,677 | $178.7M | 1.2% | $278.07 | +214.20% | 11 qtrssince 2022-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 459,704 | $176.4M | 1.2% | — | — | — | — |
EATON CORP PLC | 521,400 | $172.8M | 1.2% | $151.38 | +113.77% | 16 qtrssince 2020-Q4 | Increased 48 |
AMAZON.COM INC | 926,597 | $172.7M | 1.2% | $111.50 | +68.58% | 23 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL A | 1M | $170.1M | 1.2% | $97.09 | +68.00% | 23 qtrssince 2019-Q1 | Decreased 0 |
SPS Commerce, Inc. | 841,243 | $163.3M | 1.1% | $140.16 | +37.16% | 23 qtrssince 2019-Q1 | Increased 48 |
CINTAS CORP | 784,589 | $161.5M | 1.1% | $184.26 | +9.79% | 23 qtrssince 2019-Q1 | Increased 77 |
HOME DEPOT INC | 397,934 | $161.2M | 1.1% | $187.95 | +106.31% | 23 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 585,102 | $160.9M | 1.1% | $161.77 | +67.44% | 23 qtrssince 2019-Q1 | Increased 48 |
SERVICENOW INC | 175,973 | $157.4M | 1.1% | $112.97 | +56.11% | 13 qtrssince 2021-Q3 | Increased 48 |
O'REILLY AUTOMOTIVE INC | 133,885 | $154.2M | 1.1% | $51.31 | +48.91% | 16 qtrssince 2020-Q4 | Increased 52 |
VALVOLINE INC | 3.7M | $153M | 1.0% | $38.19 | +9.58% | 4 qtrssince 2023-Q4 | Increased 49 |
BOOZ ALLEN HAMILTON HOLDINGS | 931,047 | $151.5M | 1.0% | $66.48 | +135.96% | 21 qtrssince 2019-Q3 | Decreased 0 |
SHERWIN-WILLIAMS CO/THE | 395,847 | $151.1M | 1.0% | $247.23 | +53.16% | 23 qtrssince 2019-Q1 | Increased 48 |
CONGRESS ASSET MANAGEMENT CO manages $14.7B across 357 positions as of Q3 2024. Top holdings: AAPL (2.3%), NVDA (2.2%), MSFT (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 20 new positions, 27 exits, 127 increased. Top move: CTAS (INCREASED, conviction 77). Portfolio: $14.7B across 357 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer