CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q4 2020
Top Holdings349 positions
PAYCOM SOFTWARE INC | 592,148 | $267.8M | 2.5% | $192.58 | +127.97% | 8 qtrssince 2019-Q1 | Decreased 0 |
FIRST REP BK SAN FRANCISCO C | 1.5M | $222.4M | 2.1% | $98.34 | +45.24% | 8 qtrssince 2019-Q1 | Increased 53 |
Apple Inc. | 1.6M | $206.8M | 1.9% | $45.23 | +184.78% | 8 qtrssince 2019-Q1 | Decreased 0 |
CIENA CORP | 3.6M | $190M | 1.8% | $44.88 | +16.96% | 4 qtrssince 2020-Q1 | Increased 49 |
Amazon.com, Inc. | 57,125 | $186.1M | 1.8% | $90.11 | +80.71% | 8 qtrssince 2019-Q1 | Decreased 0 |
ETSY INC | 938,633 | $167M | 1.6% | $60.45 | +203.04% | 8 qtrssince 2019-Q1 | Decreased 0 |
Generac Holdings Inc. | 729,301 | $165.9M | 1.6% | $51.23 | +343.90% | 8 qtrssince 2019-Q1 | Decreased 0 |
Monolithic Power Systems Inc. | 452,039 | $165.6M | 1.6% | $127.90 | +174.77% | 8 qtrssince 2019-Q1 | Decreased 0 |
POOL CORP | 434,140 | $161.7M | 1.5% | $149.92 | +129.76% | 8 qtrssince 2019-Q1 | Decreased 0 |
Cintas Corporation | 437,922 | $154.8M | 1.5% | $47.15 | +77.66% | 8 qtrssince 2019-Q1 | Decreased 0 |
ZEBRA TECHNOLOGIES CORPORATI | 399,235 | $153.4M | 1.4% | $209.53 | +83.15% | 8 qtrssince 2019-Q1 | Decreased 0 |
Synopsys Inc | 576,349 | $149.4M | 1.4% | $115.15 | +125.13% | 8 qtrssince 2019-Q1 | Decreased 0 |
CHARLES RIV LABS INTL INC | 595,950 | $148.9M | 1.4% | $145.25 | +71.15% | 8 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 660,055 | $146.8M | 1.4% | $110.54 | +91.86% | 8 qtrssince 2019-Q1 | Decreased 0 |
COPART INC | 1.2M | $146.7M | 1.4% | $15.15 | +110.02% | 8 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HLDGS INC | 613,877 | $143.8M | 1.4% | $103.46 | +123.26% | 8 qtrssince 2019-Q1 | Decreased 0 |
Mettler-Toledo International Inc | 124,323 | $141.7M | 1.3% | $723.00 | +56.83% | 8 qtrssince 2019-Q1 | Decreased 0 |
DIODES INC COM | 2M | $141.3M | 1.3% | $39.40 | +77.01% | 6 qtrssince 2019-Q3 | Decreased 0 |
SKYWORKS SOLUTIONS INC | 898,040 | $137.3M | 1.3% | $70.26 | +91.06% | 8 qtrssince 2019-Q1 | Decreased 0 |
TAKE-TWO INTERACTIVE SOFTWAR | 660,607 | $137.3M | 1.3% | $95.26 | +118.13% | 8 qtrssince 2019-Q1 | Decreased 0 |
CONGRESS ASSET MANAGEMENT CO manages $10.6B across 349 positions as of Q4 2020. Top holdings: PAYC (2.5%), FRCB (2.1%), AAPL (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 31 new positions, 16 exits, 173 increased. Top move: FRCB (INCREASED, conviction 53). Portfolio: $10.6B across 349 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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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