CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q4 2023
Top Holdings371 positions
Apple Inc | 1.4M | $265.6M | 2.1% | $53.71 | +254.15% | 20 qtrssince 2019-Q1 | Increased 53 |
Darden Restaurants Inc | 1.4M | $233.1M | 1.8% | $131.88 | +13.14% | 20 qtrssince 2019-Q1 | Increased 48 |
Microsoft Corp | 601,300 | $226.1M | 1.8% | $132.36 | +178.17% | 20 qtrssince 2019-Q1 | Decreased 0 |
Qualys Inc | 1.1M | $216.8M | 1.7% | $92.29 | +112.68% | 20 qtrssince 2019-Q1 | Decreased 0 |
Costco Wholesale Corp | 284,911 | $188.1M | 1.5% | $271.82 | +139.12% | 20 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp | 349,771 | $173.2M | 1.4% | $16.75 | +194.77% | 11 qtrssince 2021-Q2 | Decreased 0 |
Monolithic Power Systems Inc | 255,860 | $161.4M | 1.3% | $153.49 | +302.78% | 20 qtrssince 2019-Q1 | Decreased 0 |
SPS Commerce Inc | 830,913 | $161.1M | 1.3% | $137.64 | +40.83% | 20 qtrssince 2019-Q1 | Decreased 0 |
CRANE COMPANY | 1.3M | $156.3M | 1.2% | $87.59 | +32.92% | 3 qtrssince 2023-Q2 | Increased 48 |
Saia Inc | 353,986 | $155.1M | 1.2% | $239.32 | +83.11% | 20 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 571,173 | $148.7M | 1.2% | $159.19 | +60.20% | 20 qtrssince 2019-Q1 | Increased 48 |
Zoetis Inc | 747,580 | $147.5M | 1.2% | $113.11 | +67.88% | 20 qtrssince 2019-Q1 | Increased 53 |
Home Depot Inc/The | 424,473 | $147.1M | 1.2% | $180.75 | +78.72% | 20 qtrssince 2019-Q1 | Increased 48 |
Adobe Systems Inc | 238,963 | $142.6M | 1.1% | $288.98 | +106.45% | 20 qtrssince 2019-Q1 | Increased 48 |
Alphabet Inc | 1M | $142.5M | 1.1% | $85.86 | +61.16% | 20 qtrssince 2019-Q1 | Increased 48 |
Synopsys Inc | 276,480 | $142.4M | 1.1% | $137.81 | +273.65% | 20 qtrssince 2019-Q1 | Increased 48 |
Copart Inc | 2.9M | $141.2M | 1.1% | $16.91 | +189.70% | 20 qtrssince 2019-Q1 | Decreased 0 |
Pool Corp | 353,435 | $140.9M | 1.1% | $165.99 | +128.72% | 20 qtrssince 2019-Q1 | Decreased 0 |
DexCom Inc | 1.1M | $139.8M | 1.1% | $122.99 | +0.90% | 16 qtrssince 2020-Q1 | Increased 77 |
Entegris Inc | 1.2M | $139.6M | 1.1% | $94.46 | +25.57% | 16 qtrssince 2020-Q1 | Increased 48 |
CONGRESS ASSET MANAGEMENT CO manages $12.7B across 371 positions as of Q4 2023. Top holdings: AAPL (2.1%), DRI (1.8%), MSFT (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 21 new positions, 24 exits, 172 increased. Top move: DXCM (INCREASED, conviction 77). Portfolio: $12.7B across 371 positions.
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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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