$12.8 Billion is the total value of CONGRESS ASSET MANAGEMENT CO /MA's 5712 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MCO | Moody's Corporation | $5,327,000 | -2.0% | 15,000 | 0.0% | 0.04% | -6.7% | |
| ADP | Automatic Data Processing Inc | $1,172,000 | +0.7% | 5,860 | 0.0% | 0.01% | -10.0% | |
| DHR | Danaher Corporation | $739,000 | +13.5% | 2,427 | 0.0% | 0.01% | +20.0% | |
| FMBH | First Mid Bancshares Inc | $552,000 | +1.5% | 13,434 | 0.0% | 0.00% | -20.0% | |
| BIL | SPDR Barclays Capital 1-3 Mont | $525,000 | 0.0% | 5,740 | 0.0% | 0.00% | 0.0% | |
| LMAT | Lemaitre Vascular Inc | $561,000 | -13.0% | 10,574 | 0.0% | 0.00% | -20.0% | |
| MAR | Marriot Intl Inc New CL A | $485,000 | +8.5% | 3,277 | 0.0% | 0.00% | 0.0% | |
| AFL | Aflac Inc | $336,000 | -2.6% | 6,437 | 0.0% | 0.00% | 0.0% | |
| EMR | Emerson Electric Co | $414,000 | -2.1% | 4,395 | 0.0% | 0.00% | -25.0% | |
| HTLF | Heartland Financial USA Inc | $431,000 | +2.4% | 8,963 | 0.0% | 0.00% | -25.0% | |
| ORCL | Oracle Corporation | $267,000 | +11.7% | 3,064 | 0.0% | 0.00% | 0.0% | |
| VUG | Vanguard Index Fds | $251,000 | +1.2% | 865 | 0.0% | 0.00% | 0.0% | |
| WDFC | WD-40 Co Com | $233,000 | -9.7% | 1,005 | 0.0% | 0.00% | 0.0% | |
| CARR | Carrier Global Corporation | $232,000 | +6.4% | 4,491 | 0.0% | 0.00% | 0.0% | |
| QCOM | Qualcomm Inc | $203,000 | -9.8% | 1,573 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-08
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.