CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q4 2022
Top Holdings375 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PAYCOM SOFTWARE INC | 572,393 | $177.6M | 1.8% | $211.42 | +43.86% | 16 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.3M | $174.3M | 1.7% | $95.49 | +33.68% | 16 qtrssince 2019-Q1 | Decreased 0 |
CIENA CORP | 3.2M | $165.6M | 1.7% | $45.24 | +12.68% | 12 qtrssince 2020-Q1 | Decreased 0 |
First Republic Bank/CA | 1.3M | $155.6M | 1.6% | $103.14 | -100.00% | 16 qtrssince 2019-Q1 | Decreased 0 |
HORIZON THERAPEUTICS PLC | 1.3M | $149.4M | 1.5% | — | — | 15 qtrssince 2019-Q2 | Decreased 0 |
MICROSOFT CORP | 593,412 | $142.3M | 1.4% | $130.00 | +80.16% | 16 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 268,409 | $142.3M | 1.4% | $275.56 | +82.14% | 16 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 295,207 | $134.8M | 1.4% | $269.53 | +61.84% | 16 qtrssince 2019-Q1 | Decreased 0 |
METTLER-TOLEDO INTERNATIONAL | 93,077 | $134.5M | 1.3% | $728.04 | +98.54% | 16 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 418,009 | $132M | 1.3% | $183.23 | +59.72% | 16 qtrssince 2019-Q1 | Decreased 0 |
DECKERS OUTDOOR CORP | 326,672 | $130.4M | 1.3% | $53.85 | +23.55% | 2 qtrssince 2022-Q3 | Decreased 0 |
CATERPILLAR INC | 534,500 | $128M | 1.3% | $144.05 | +57.05% | 11 qtrssince 2020-Q2 | Decreased 0 |
KEYSIGHT TECHNOLOGIES IN | 731,782 | $125.2M | 1.3% | $90.45 | +89.14% | 16 qtrssince 2019-Q1 | Decreased 0 |
SPS Commerce, Inc. | 930,104 | $119.5M | 1.2% | $139.41 | -7.88% | 16 qtrssince 2019-Q1 | Decreased 0 |
COPART INC | 2M | $119M | 1.2% | $23.13 | +31.61% | 16 qtrssince 2019-Q1 | Increased 74 |
ULTA BEAUTY INC | 252,682 | $118.5M | 1.2% | $405.81 | +15.59% | 2 qtrssince 2022-Q3 | Increased 48 |
IDEX CORP | 516,593 | $118M | 1.2% | $142.70 | +53.24% | 16 qtrssince 2019-Q1 | Decreased 0 |
QUALYS INC | 1M | $117.6M | 1.2% | $87.90 | +27.67% | 16 qtrssince 2019-Q1 | Increased 49 |
VISA INC-CLASS A SHARES | 563,062 | $117M | 1.2% | $157.87 | +27.89% | 16 qtrssince 2019-Q1 | Decreased 0 |
DIODES INC | 1.5M | $114.5M | 1.1% | $40.86 | +86.35% | 14 qtrssince 2019-Q3 | Decreased 0 |
CONGRESS ASSET MANAGEMENT CO manages $10B across 375 positions as of Q4 2022. Top holdings: PAYC (1.8%), AAPL (1.7%), CIEN (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 25 new positions, 15 exits, 170 increased. Top move: CPRT (INCREASED, conviction 74). Portfolio: $10.0B across 375 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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