CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q3 2024
Top Holdings357 positions
Apple Inc | 1.4M | $335M | 2.3% | $59.01 | +291.57% | 23 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp | 2.7M | $323.7M | 2.2% | $16.75 | +623.01% | 14 qtrssince 2021-Q2 | Decreased 0 |
Microsoft Corp | 598,682 | $257.6M | 1.8% | $135.37 | +212.93% | 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 |
Facebook Inc | 340,762 | $195.1M | 1.3% | $372.71 | +52.59% | 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% | $47.31 | +358.15% | 6 qtrssince 2023-Q2 | Increased 48 |
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% | $105.90 | +75.95% | 23 qtrssince 2019-Q1 | Increased 48 |
Alphabet Inc | 1M | $170.1M | 1.2% | $87.07 | +89.14% | 23 qtrssince 2019-Q1 | Decreased 0 |
SPS Commerce Inc | 841,243 | $163.3M | 1.1% | $138.41 | +40.29% | 23 qtrssince 2019-Q1 | Increased 48 |
Cintas Corp | 784,589 | $161.5M | 1.1% | $130.94 | +54.50% | 23 qtrssince 2019-Q1 | Increased 77 |
Home Depot Inc/The | 397,934 | $161.2M | 1.1% | $183.29 | +110.00% | 23 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 585,102 | $160.9M | 1.1% | $161.77 | +67.44% | 23 qtrssince 2019-Q1 | Increased 48 |
ServiceNow Inc | 175,973 | $157.4M | 1.1% | $111.12 | +60.98% | 13 qtrssince 2021-Q3 | Increased 48 |
O'Reilly Automotive Inc | 133,885 | $154.2M | 1.1% | $50.71 | +51.40% | 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 Holding Co | 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% | $219.31 | +70.96% | 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 Score: 3/5.0.
Active quarter - 21 new positions, 28 exits, 127 increased. Top move: CTAS (INCREASED, conviction 77). Portfolio: $14.7B across 357 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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