CONGRESS ASSET MANAGEMENT CO
Institutional investor · Portfolio as of Q4 2024
Top Holdings386 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.4M | $361.7M | 2.4% | $102.24 | +143.16% | 24 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORP | 2.7M | $359.3M | 2.4% | $110.86 | +23.98% | 15 qtrssince 2021-Q2 | Increased 53 |
MICROSOFT CORP | 661,770 | $278.9M | 1.9% | $163.81 | +157.44% | 24 qtrssince 2019-Q1 | Increased 54 |
COSTCO WHOLESALE CORP | 277,866 | $254.6M | 1.7% | $282.12 | +221.68% | 24 qtrssince 2019-Q1 | Decreased 0 |
OLLIE'S BARGAIN OUTLET HOLDI | 1.9M | $210.3M | 1.4% | $106.08 | +4.17% | 3 qtrssince 2024-Q2 | Increased 78 |
ALPHABET INC-CL A | 1.1M | $208.5M | 1.4% | $103.54 | +83.98% | 24 qtrssince 2019-Q1 | Increased 52 |
AMAZON.COM INC | 927,034 | $203.4M | 1.4% | $111.56 | +98.38% | 24 qtrssince 2019-Q1 | Increased 48 |
ARISTA NETWORKS INC | 1.8M | $203.3M | 1.4% | $95.40 | +16.83% | 7 qtrssince 2023-Q2 | Increased 78 |
META PLATFORMS INC-CLASS A | 346,292 | $202.8M | 1.4% | $377.06 | +56.31% | 8 qtrssince 2023-Q1 | Increased 49 |
SERVICENOW INC | 177,727 | $188.4M | 1.3% | $113.97 | +87.37% | 14 qtrssince 2021-Q3 | Increased 48 |
VISA INC-CLASS A SHARES | 591,578 | $187M | 1.3% | $163.41 | +90.89% | 24 qtrssince 2019-Q1 | Increased 48 |
EATON CORP PLC | 524,422 | $174M | 1.2% | $152.38 | +113.24% | 17 qtrssince 2020-Q4 | Increased 48 |
SPROUTS FMRS MKT INC | 1.3M | $165M | 1.1% | $80.93 | +57.29% | 8 qtrssince 2023-Q1 | Increased 76 |
INTUITIVE SURGICAL INC | 307,630 | $160.6M | 1.1% | $275.01 | +91.61% | 9 qtrssince 2022-Q4 | Increased 48 |
CURTISS-WRIGHT CORP | 441,798 | $156.8M | 1.1% | $296.24 | +19.47% | 12 qtrssince 2022-Q1 | Decreased 0 |
HOME DEPOT INC | 399,462 | $155.4M | 1.1% | $188.69 | +101.37% | 24 qtrssince 2019-Q1 | Increased 48 |
ELI LILLY & CO | 200,639 | $154.9M | 1.0% | $278.07 | +174.24% | 12 qtrssince 2022-Q1 | Decreased 0 |
BOSTON SCIENTIFIC CORP | 1.7M | $153.8M | 1.0% | $56.39 | +58.39% | 9 qtrssince 2022-Q4 | Increased 48 |
DECKERS OUTDOOR CORP | 755,699 | $153.5M | 1.0% | $141.27 | +43.76% | 10 qtrssince 2022-Q3 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 263,374 | $150.8M | 1.0% | $467.14 | +20.32% | 12 qtrssince 2022-Q1 | Increased 48 |
CONGRESS ASSET MANAGEMENT CO manages $14.8B across 386 positions as of Q4 2024. Top holdings: AAPL (2.4%), NVDA (2.4%), MSFT (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 44 new positions, 15 exits, 194 increased. Top move: OLLI (INCREASED, conviction 78). Portfolio: $14.8B across 386 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