$11.8 Billion is the total value of CONGRESS ASSET MANAGEMENT CO /MA's 5776 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MCO | Moody's Corporation | $5,061,000 | -13.6% | 15,000 | 0.0% | 0.04% | -4.4% | |
| ADP | Automatic Data Processing Inc | $1,333,000 | -7.8% | 5,860 | 0.0% | 0.01% | 0.0% | |
| SJM | Smuckers JM Co | $598,000 | -0.3% | 4,416 | 0.0% | 0.01% | 0.0% | |
| MAR | Marriot Intl Inc New CL A | $576,000 | +6.5% | 3,277 | 0.0% | 0.01% | +25.0% | |
| HTLF | Heartland Financial USA Inc | $429,000 | -5.5% | 8,963 | 0.0% | 0.00% | +33.3% | |
| TER | Teradyne Inc | $443,000 | -27.7% | 3,750 | 0.0% | 0.00% | -20.0% | |
| VO | Vanguard Mid Cap ETF | $262,000 | -6.4% | 1,100 | 0.0% | 0.00% | 0.0% | |
| VB | Vanguard Small-Cap Index Fund | $234,000 | -6.0% | 1,100 | 0.0% | 0.00% | 0.0% | |
| LRCX | Lam Research Corporation | $253,000 | -25.1% | 470 | 0.0% | 0.00% | -33.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-20
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.