$10.6 Billion is the total value of CONGRESS ASSET MANAGEMENT CO /MA's 5584 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MCO | Moody's Corporation | $13,820,000 | +0.1% | 47,616 | 0.0% | 0.13% | -12.8% | |
| ICE | Intercontinental Exchange Inc | $1,027,000 | +15.3% | 8,910 | 0.0% | 0.01% | 0.0% | |
| IJH | iShares Core S&P Mid-Cap | $533,000 | +24.0% | 2,321 | 0.0% | 0.01% | 0.0% | |
| IEFA | iShares Trust Core MSCI EAFE E | $538,000 | +14.5% | 7,789 | 0.0% | 0.01% | 0.0% | |
| VO | Vanguard Mid Cap ETF | $277,000 | +17.4% | 1,340 | 0.0% | 0.00% | 0.0% | |
| HTLF | Heartland Financial USA Inc | $362,000 | +34.6% | 8,963 | 0.0% | 0.00% | 0.0% | |
| VB | Vanguard Small-Cap Index Fund | $256,000 | +26.7% | 1,315 | 0.0% | 0.00% | 0.0% | |
| Hamilton Thorne Ltd | $17,000 | +6.2% | 15,000 | 0.0% | 0.00% | – | ||
| csus784esc105 | $0 | – | 15,000 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Apple Inc | 42 | Q3 2023 | 2.3% |
| Home Depot Inc | 42 | Q3 2023 | 2.0% |
| Adobe Systems Inc | 42 | Q3 2023 | 1.9% |
| Visa Inc | 42 | Q3 2023 | 1.9% |
| Cintas Corp | 42 | Q3 2023 | 2.6% |
| UnitedHealth Group Inc | 42 | Q3 2023 | 1.8% |
| Costco Wholesale Corp | 42 | Q3 2023 | 1.7% |
| Church & Dwight Co | 42 | Q3 2023 | 1.5% |
| Microsoft Corp | 42 | Q3 2023 | 1.8% |
| Cooper Cos Inc | 42 | Q3 2023 | 1.5% |
View CONGRESS ASSET MANAGEMENT CO /MA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-03-04 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-28 |
View CONGRESS ASSET MANAGEMENT CO /MA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.