CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q4 2023
Top Holdings371 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.4M | $265.6M | 2.1% | $98.08 | +93.94% | 20 qtrssince 2019-Q1 | Increased 53 |
DARDEN RESTAURANTS INC | 1.4M | $233.1M | 1.8% | $135.25 | +12.99% | 20 qtrssince 2019-Q1 | Increased 48 |
MICROSOFT CORP | 601,300 | $226.1M | 1.8% | $133.62 | +177.30% | 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% | $17.11 | +189.21% | 11 qtrssince 2021-Q2 | Decreased 0 |
MONOLITHIC POWER SYSTEMS INC | 255,860 | $161.4M | 1.3% | $155.11 | +300.57% | 20 qtrssince 2019-Q1 | Decreased 0 |
SPS Commerce, Inc. | 830,913 | $161.1M | 1.3% | $139.43 | +39.03% | 20 qtrssince 2019-Q1 | Decreased 0 |
CRANE CO | 1.3M | $156.3M | 1.2% | $86.97 | +34.40% | 3 qtrssince 2023-Q2 | Increased 48 |
SAIA INC | 353,986 | $155.1M | 1.2% | $255.32 | +71.63% | 20 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 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 | 424,473 | $147.1M | 1.2% | $185.37 | +78.05% | 20 qtrssince 2019-Q1 | Increased 48 |
ADOBE INC | 238,963 | $142.6M | 1.1% | $288.98 | +106.45% | 20 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL A | 1M | $142.5M | 1.1% | $96.01 | +44.40% | 20 qtrssince 2019-Q1 | Increased 48 |
SYNOPSYS INC | 276,480 | $142.4M | 1.1% | $138.08 | +272.90% | 20 qtrssince 2019-Q1 | Increased 48 |
COPART INC | 2.9M | $141.2M | 1.1% | $31.46 | +55.75% | 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% | $122.20 | +1.55% | 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 Rating: 3/5.0.
Active quarter - 20 new positions, 23 exits, 173 increased. Top move: DXCM (INCREASED, conviction 77). Portfolio: $12.7B across 371 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