$9.97 Billion is the total value of CONGRESS ASSET MANAGEMENT CO /MA's 6000 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 14.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CPRT | Buy | Copart Inc. | $119,014,116 | +5.7% | 1,954,576 | +84.7% | 1.19% | -1.2% |
ULTA | Buy | Ulta Beauty Inc | $118,525,546 | +18.9% | 252,682 | +1.7% | 1.19% | +11.2% |
QLYS | Buy | Qualys Inc | $117,631,026 | -16.9% | 1,048,125 | +3.2% | 1.18% | -22.3% |
EME | Buy | Emcor Group Inc Com | $106,616,344 | +1417.7% | 719,846 | +1083.3% | 1.07% | +1325.3% |
COO | Buy | Cooper Cos Inc | $106,423,188 | +30.7% | 321,841 | +4.3% | 1.07% | +22.2% |
AVY | Buy | Avery Dennison Corp | $104,912,572 | +4351.1% | 579,627 | +3901.0% | 1.05% | +4108.0% |
SWKS | Buy | Skyworks Solutions Inc | $95,098,330 | +14.0% | 1,043,546 | +6.7% | 0.95% | +6.7% |
WST | Buy | West Pharmaceutical Services I | $88,139,718 | -0.0% | 374,505 | +4.5% | 0.88% | -6.5% |
CHH | Buy | Choice Hotels Intl Inc | $84,829,968 | +3204.6% | 753,107 | +3113.7% | 0.85% | +2939.3% |
NOC | Buy | Northrop Grumman Corp | $82,551,781 | +19009.2% | 151,302 | +16363.8% | 0.83% | +16460.0% |
ADBE | Buy | Adobe Systems Inc | $81,741,477 | +23.8% | 242,895 | +1.2% | 0.82% | +15.8% |
ISRG | New | Intuitive Surgical Inc | $77,150,247 | – | 290,749 | +100.0% | 0.77% | – |
PWR | Buy | Quanta Svcs Inc Com | $76,513,160 | +13.3% | 536,934 | +1.2% | 0.77% | +5.9% |
AMZN | Buy | Amazon.Com Inc | $73,985,078 | -25.1% | 880,775 | +0.7% | 0.74% | -29.9% |
NVDA | Buy | NVIDIA Corp | $60,878,861 | +21.9% | 416,579 | +1.3% | 0.61% | +14.0% |
IWP | Buy | iShares Russell MidCap Growth | $42,182,907 | +120.9% | 504,580 | +107.3% | 0.42% | +106.3% |
IWF | Buy | iShares Tr Russ 1000 Grw ETF | $41,949,913 | +126.6% | 195,808 | +122.5% | 0.42% | +112.6% |
FCN | Buy | FTI Consulting Inc | $34,737,818 | +2.1% | 218,752 | +6.6% | 0.35% | -4.7% |
TSCO | Buy | Tractor Supply Company | $32,178,267 | +24.1% | 143,034 | +2.5% | 0.32% | +16.2% |
SMPL | Buy | Simply Good Foods Co Com | $27,985,707 | +21.5% | 735,885 | +2.2% | 0.28% | +13.8% |
ONTO | Buy | Onto Innovation Inc | $26,935,178 | +15.4% | 395,582 | +8.6% | 0.27% | +8.0% |
FIX | Buy | Comfort Systems USA Inc | $24,185,912 | +19.7% | 210,166 | +1.2% | 0.24% | +12.0% |
NKE | Buy | Nike Inc Cl B | $21,855,503 | +42.8% | 186,783 | +1.5% | 0.22% | +33.5% |
WNS | Buy | WNS (Holdings) Limited Sponsor | $21,344,932 | +13.5% | 266,845 | +16.1% | 0.21% | +5.9% |
BR | Buy | Broadridge Financial Solutions | $20,596,052 | -6.6% | 153,553 | +0.5% | 0.21% | -12.3% |
BOOT | Buy | Boot Barn Holdings Inc | $19,308,927 | +30.7% | 308,844 | +22.2% | 0.19% | +22.8% |
NPO | Buy | EnPro Industries Inc | $18,688,422 | +648.1% | 171,942 | +484.9% | 0.19% | +592.6% |
NEE | Buy | Nextera Energy Inc Com | $18,399,394 | +7.5% | 220,088 | +0.8% | 0.18% | +0.5% |
AMN | Buy | AMN Healthcare Services Inc | $18,337,330 | +2.4% | 178,344 | +5.6% | 0.18% | -4.2% |
ICFI | Buy | ICF International Inc | $18,327,191 | -2.8% | 185,030 | +6.9% | 0.18% | -8.9% |
PVAC | Buy | Ranger Oil Corporation Class A | $18,039,312 | +29.2% | 446,186 | +0.5% | 0.18% | +20.7% |
YETI | New | YETI Holdings Inc | $17,844,020 | – | 431,954 | +100.0% | 0.18% | – |
JNJ | Buy | Johnson & Johnson Com | $17,765,286 | +11.8% | 100,568 | +3.4% | 0.18% | +4.7% |
ABCB | Buy | Ameris Bancorp | $17,646,374 | +9.4% | 374,340 | +3.8% | 0.18% | +2.3% |
SKY | Buy | Skyline Champion Corporation | $17,622,447 | +15.8% | 342,117 | +18.9% | 0.18% | +8.6% |
POWI | Buy | Power Integrations Inc | $17,691,285 | +23.2% | 246,672 | +10.5% | 0.18% | +14.9% |
AVID | Buy | Avid Technology Inc | $17,349,363 | +14.9% | 652,477 | +0.5% | 0.17% | +7.4% |
ITGR | Buy | Integer Holdings Corporation | $17,243,157 | +18.6% | 251,872 | +7.8% | 0.17% | +10.9% |
MGPI | New | MGP Ingredients Inc | $17,230,768 | – | 161,974 | +100.0% | 0.17% | – |
AVD | New | American Vanguard Corp | $17,205,609 | – | 792,520 | +100.0% | 0.17% | – |
BMI | Buy | Badger Meter Inc | $16,968,121 | +3541.2% | 155,628 | +2987.9% | 0.17% | +3300.0% |
SSD | Buy | Simpson Manufacturing Co Inc | $16,897,655 | +31.5% | 190,589 | +16.3% | 0.17% | +22.5% |
UCTT | Buy | Ultra Clean Holdings Inc | $16,623,598 | +33.2% | 501,466 | +3.5% | 0.17% | +24.6% |
AVAV | Buy | AeroVironment Inc | $16,191,282 | +13.5% | 189,018 | +10.4% | 0.16% | +5.9% |
FOXF | New | Fox Factory Holding Corp | $16,092,060 | – | 176,390 | +100.0% | 0.16% | – |
MRK | Buy | Merck & Company Inc | $16,096,470 | +29.6% | 145,079 | +0.6% | 0.16% | +21.1% |
DG | Buy | Dollar General Corp | $15,761,880 | +3.6% | 64,008 | +0.9% | 0.16% | -3.1% |
SUM | Buy | Summit Materials Inc Cl A | $15,724,518 | +38.6% | 553,875 | +17.0% | 0.16% | +29.5% |
BCPC | Buy | Balchem Corp | $15,710,161 | +9.3% | 128,656 | +8.8% | 0.16% | +2.6% |
AMSWA | Buy | American Software Inc Class A | $15,269,157 | +7.6% | 1,040,133 | +12.3% | 0.15% | +0.7% |
ADI | Buy | Analog Devices Inc | $15,123,003 | +19.0% | 92,197 | +1.1% | 0.15% | +11.8% |
JPM | Buy | JPMorgan Chase & Co | $15,021,239 | +29.5% | 112,015 | +0.9% | 0.15% | +21.8% |
CNMD | Buy | CONMED Corporation | $14,898,653 | +14.1% | 168,080 | +3.2% | 0.15% | +6.4% |
FICO | Buy | Fair Isaac Corp | $14,787,919 | +46.2% | 24,705 | +0.6% | 0.15% | +37.0% |
AMGN | Buy | Amgen Inc | $14,786,772 | +18.3% | 56,301 | +1.5% | 0.15% | +10.4% |
DE | Buy | Deere & Co | $14,637,522 | +32.1% | 34,139 | +2.8% | 0.15% | +23.5% |
HON | Buy | Honeywell International Inc | $14,532,637 | +31.7% | 67,814 | +2.6% | 0.15% | +23.7% |
CLB | Buy | Core Laboratories NV | $14,428,620 | +52.7% | 711,821 | +1.6% | 0.14% | +43.6% |
ITW | Buy | Illinois Tool Works Inc | $13,752,192 | +23.8% | 62,425 | +1.5% | 0.14% | +16.0% |
TROW | Buy | T Rowe Price Group Inc. | $13,810,210 | +5.6% | 126,629 | +1.7% | 0.14% | -1.4% |
NSC | Buy | Norfolk Southn Corp | $13,625,379 | +19.4% | 55,293 | +1.6% | 0.14% | +12.3% |
CSCO | Buy | Cisco Sys Inc | $13,116,091 | +29.8% | 275,317 | +8.9% | 0.13% | +22.2% |
CNS | Buy | Cohen & Steers Inc | $12,909,983 | +9.0% | 199,969 | +5.7% | 0.13% | +1.6% |
ALL | Buy | Allstate Corp | $12,771,234 | +11.2% | 94,183 | +2.2% | 0.13% | +4.1% |
MA | Buy | Mastercard Inc. CL-A | $12,679,964 | +22.4% | 36,465 | +0.1% | 0.13% | +14.4% |
MCD | Buy | Mcdonalds Corp | $12,565,144 | +17.7% | 47,680 | +3.1% | 0.13% | +10.5% |
CL | Buy | Colgate-Palmolive Co | $12,493,505 | +21.5% | 158,567 | +8.3% | 0.12% | +13.6% |
RPM | Buy | RPM International Inc | $12,251,778 | +17.9% | 125,724 | +0.8% | 0.12% | +10.8% |
AOK | New | iShares Core Conservative Allo | $11,286,776 | – | 335,816 | +100.0% | 0.11% | – |
CCI | Buy | Crown Castle International Cor | $11,094,500 | -3.4% | 81,794 | +2.9% | 0.11% | -9.8% |
TEL | Buy | TE Connectivity LTD | $10,864,194 | +5.2% | 94,636 | +1.1% | 0.11% | -1.8% |
UPS | Buy | United Parcel Service Inc Cl B | $10,689,510 | +9.3% | 61,491 | +1.6% | 0.11% | +1.9% |
NSRGY | Buy | Nestle S A Sponsored Adr | $10,422,470 | +9.1% | 90,003 | +2.5% | 0.10% | +2.9% |
GOOG | Buy | Alphabet Inc Cl C | $10,091,765 | -7.4% | 113,736 | +0.3% | 0.10% | -13.7% |
IWO | Buy | iShares Russell 2000 Growth In | $9,747,574 | +2853.8% | 45,439 | +2748.8% | 0.10% | +2350.0% |
TMO | Buy | Thermo Fisher Scientific Inc. | $8,811,847 | +182.3% | 16,001 | +160.1% | 0.09% | +166.7% |
SPG | Buy | Simon Property Group Inc | $8,624,939 | +32.2% | 73,416 | +1.0% | 0.09% | +22.9% |
TRNO | Buy | Terreno Realty Corporation | $8,514,937 | +10.3% | 149,726 | +2.8% | 0.08% | +2.4% |
TGT | Buy | Target Corp Com | $8,289,309 | +1.4% | 55,618 | +0.9% | 0.08% | -5.7% |
RRC | Buy | Range Resources Corp | $8,075,114 | +24.1% | 322,746 | +25.2% | 0.08% | +15.7% |
HSY | Buy | Hershey Company | $8,026,657 | +8.1% | 34,662 | +2.9% | 0.08% | 0.0% |
AMLP | New | Alerian MLP ETF | $7,934,854 | – | 208,428 | +100.0% | 0.08% | – |
SPY | Buy | SPDR S&P 500 ETF Trust | $7,697,057 | +296.8% | 20,127 | +270.5% | 0.08% | +266.7% |
WTFC | Buy | Wintrust Finl Corp Com | $7,461,075 | +4.0% | 88,276 | +0.3% | 0.08% | -2.6% |
WERN | Buy | Werner Enterprises Inc | $7,317,347 | +12.1% | 181,752 | +4.7% | 0.07% | +4.3% |
HMST | Buy | Homestreet Inc Com | $7,157,684 | +44.2% | 259,524 | +50.7% | 0.07% | +35.8% |
WAFD | Buy | Washington Fed Inc Com | $7,012,044 | +12.9% | 209,003 | +0.9% | 0.07% | +4.5% |
SKX | Buy | Skechers U S A Inc Cl A | $6,504,809 | +33.6% | 155,061 | +1.0% | 0.06% | +25.0% |
BKU | Buy | Bankunited Inc Com | $6,463,724 | +0.4% | 190,277 | +0.9% | 0.06% | -5.8% |
PCH | Buy | PotlatchDeltic Corporation | $6,376,193 | +8.1% | 144,946 | +0.9% | 0.06% | +1.6% |
DV | Buy | DoubleVerify Holdings Inc | $6,269,141 | -16.5% | 285,480 | +4.0% | 0.06% | -21.2% |
STAG | Buy | STAG Industrial Inc | $6,195,063 | +14.6% | 191,738 | +0.8% | 0.06% | +6.9% |
SASR | Buy | Sandy Spring Bancorp Inc Com | $6,154,122 | +1.0% | 174,684 | +1.1% | 0.06% | -4.6% |
TBBK | Buy | Bancorp Inc | $5,756,684 | +30.2% | 202,843 | +0.8% | 0.06% | +23.4% |
APLE | Buy | Apple Hospitality REIT Inc | $5,655,087 | +13.1% | 358,371 | +0.8% | 0.06% | +5.6% |
CWEN | Buy | Clearway Energy Inc Cl C | $5,684,958 | +7.3% | 178,380 | +7.2% | 0.06% | 0.0% |
IJK | Buy | iShares S&P Midcap 400/Grwth | $5,624,573 | +1261.9% | 82,351 | +1156.7% | 0.06% | +1300.0% |
PATK | Buy | Patrick Industries Inc | $5,429,493 | +39.6% | 89,596 | +1.0% | 0.05% | +28.6% |
CALM | Buy | Cal Maine Foods Inc | $4,927,669 | +31.6% | 90,499 | +34.4% | 0.05% | +22.5% |
GPI | Buy | Group 1 Automotive Inc | $4,902,755 | +27.3% | 27,182 | +0.8% | 0.05% | +19.5% |
LCII | Buy | LCI Inds Com | $4,802,437 | -8.0% | 51,946 | +0.9% | 0.05% | -14.3% |
PBH | Buy | Prestige Consumer Healthcare I | $4,776,380 | +43.4% | 76,300 | +14.1% | 0.05% | +33.3% |
SR | Buy | Spire Inc Com | $4,654,538 | +11.7% | 67,594 | +1.1% | 0.05% | +4.4% |
ASML | New | Asml Holding Nv Adr | $4,585,389 | – | 8,392 | +100.0% | 0.05% | – |
GTY | Buy | Getty Realty Corp | $4,493,794 | +27.2% | 132,756 | +1.1% | 0.04% | +18.4% |
BKH | Buy | Black Hills Corp Com | $4,399,099 | +5.0% | 62,541 | +1.1% | 0.04% | -2.2% |
IVV | Buy | iShares Core S&P 500 | $4,094,526 | +936.6% | 10,657 | +867.9% | 0.04% | +925.0% |
AYX | Buy | Alteryx Inc | $4,132,645 | +12.6% | 81,560 | +24.1% | 0.04% | +5.1% |
ATRC | Buy | AtriCure Inc Com | $3,972,942 | +14.4% | 89,521 | +0.8% | 0.04% | +8.1% |
TDS | Buy | Telephone Data Sys Inc Com | $3,994,460 | -23.7% | 380,787 | +1.0% | 0.04% | -28.6% |
CNX | Buy | CNX Resources Corporation | $3,952,584 | +9.5% | 234,714 | +0.9% | 0.04% | +2.6% |
WHD | Buy | Cactus Inc Cl A | $3,875,196 | +54.9% | 77,103 | +18.4% | 0.04% | +44.4% |
UFPT | Buy | UFP Technologies Inc | $3,777,313 | +142.0% | 32,041 | +76.2% | 0.04% | +123.5% |
New | Gitlab Inc Cl A | $3,659,556 | – | 80,536 | +100.0% | 0.04% | – | |
DHT | Buy | DHT Holdings Inc | $3,601,388 | +18.4% | 405,562 | +0.8% | 0.04% | +9.1% |
CDW | Buy | CDW Corporation | $3,441,991 | +38.7% | 19,274 | +21.2% | 0.04% | +29.6% |
PODD | Buy | Insulet Corporation | $3,499,414 | +52.5% | 11,887 | +18.9% | 0.04% | +40.0% |
BJ | Buy | BJ Wholesale Club | $3,518,190 | +9.2% | 53,177 | +20.1% | 0.04% | 0.0% |
IJR | Buy | iShares Core S&P Small-Cap | $3,374,476 | +8.7% | 35,656 | +0.2% | 0.03% | +3.0% |
BOH | New | Bank of Hawaii Corporation | $3,362,846 | – | 43,358 | +100.0% | 0.03% | – |
TNET | Buy | Trinet Group | $3,428,985 | -3.6% | 50,575 | +1.2% | 0.03% | -10.5% |
BRKL | Buy | Brookline Bancorp Inc | $3,414,884 | +22.8% | 241,335 | +1.1% | 0.03% | +13.3% |
AVA | Buy | Avista Corp. | $3,326,368 | +20.9% | 75,020 | +1.1% | 0.03% | +13.8% |
PTC | Buy | PTC Inc | $3,094,991 | +38.0% | 25,783 | +20.3% | 0.03% | +29.2% |
PCRX | Buy | Pacira Biosciences Inc | $3,002,854 | -26.9% | 77,774 | +0.7% | 0.03% | -31.8% |
CW | Buy | Curtiss Wright Corp | $3,024,360 | +40.9% | 18,111 | +17.4% | 0.03% | +30.4% |
EXPO | Buy | Exponent Inc | $2,966,820 | +34.1% | 29,941 | +18.7% | 0.03% | +25.0% |
CMC | Buy | Commercial Metals Company | $2,902,339 | +37.2% | 60,090 | +0.7% | 0.03% | +26.1% |
GBCI | Buy | Glacier Bencorp Inc | $2,926,476 | +20.9% | 59,216 | +20.2% | 0.03% | +11.5% |
Buy | Perion Network Ltd | $2,840,456 | +50.2% | 112,271 | +14.5% | 0.03% | +40.0% | |
VLY | Buy | Valley Natl Bancorp Com | $2,818,357 | +5.8% | 249,192 | +1.1% | 0.03% | -3.4% |
RGEN | Buy | Repligen Corporation | $2,710,992 | +8.3% | 16,012 | +19.7% | 0.03% | 0.0% |
RBA | New | Rithcie Bros. Auctioneers | $2,615,005 | – | 45,219 | +100.0% | 0.03% | – |
CYBR | Buy | Cyberark Software Ltd | $2,637,600 | +6.0% | 20,344 | +22.6% | 0.03% | -3.7% |
EBIX | Buy | Ebix Inc Com New | $2,624,695 | +6.2% | 131,498 | +0.9% | 0.03% | 0.0% |
FN | New | Fabrinet | $2,506,060 | – | 19,545 | +100.0% | 0.02% | – |
OPCH | New | Option Care Health Inc | $2,535,925 | – | 84,278 | +100.0% | 0.02% | – |
MKTX | Buy | Marketaxess Hldgs Inc | $2,450,540 | +41.3% | 8,787 | +12.8% | 0.02% | +31.6% |
Buy | Coherent Inc Com | $2,413,336 | +87.5% | 68,756 | +86.1% | 0.02% | +71.4% | |
PZZA | Buy | Papa Johns International Inc | $2,435,860 | +37.9% | 29,594 | +17.3% | 0.02% | +26.3% |
THG | Buy | Hanover Insurance Group Inc | $2,410,979 | +5.5% | 17,842 | +0.1% | 0.02% | 0.0% |
RUTH | Buy | Ruth's Hospitality Group Inc | $2,291,416 | -7.1% | 148,024 | +1.2% | 0.02% | -11.5% |
CVI | Buy | Cvr Energy Inc Com | $2,286,486 | +9.3% | 72,957 | +1.1% | 0.02% | +4.5% |
OZK | Buy | Bank Ozk Com | $2,170,156 | +1.9% | 54,173 | +0.7% | 0.02% | -4.3% |
CNO | Buy | Cno Finl Group Inc Com | $2,215,264 | +28.3% | 96,948 | +0.9% | 0.02% | +15.8% |
AZEK | Buy | Azek Co Inc Class A | $2,221,037 | +37.6% | 109,303 | +12.5% | 0.02% | +29.4% |
AEL | Buy | American Equity Invt Life Hld | $2,051,341 | +23.9% | 44,966 | +1.2% | 0.02% | +16.7% |
DVAX | Buy | Dynavax Technologies Corp | $2,134,980 | +2.9% | 200,656 | +1.0% | 0.02% | -4.5% |
IDXX | Buy | Idexx Labs Corp | $2,085,084 | +64.2% | 5,111 | +31.2% | 0.02% | +50.0% |
FNB | Buy | Fnb Corp Pa Com | $2,017,215 | +13.9% | 154,576 | +1.3% | 0.02% | +5.3% |
IDA | Buy | IDACORP Inc | $1,825,780 | +9.9% | 16,929 | +0.8% | 0.02% | 0.0% |
AMT | Buy | American Tower Corp | $1,665,309 | +6.5% | 7,860 | +7.9% | 0.02% | 0.0% |
CENX | Buy | Century Aluminum Company | $1,548,327 | +56.9% | 189,282 | +1.2% | 0.02% | +45.5% |
WMS | Buy | Advanced Drainage Systems Inc | $1,546,256 | -30.4% | 18,864 | +5.6% | 0.02% | -33.3% |
FHI | Buy | Federated Hermes Inc Class B | $1,595,240 | +10.7% | 43,934 | +1.0% | 0.02% | +6.7% |
BANR | Buy | Banner Corp Com | $1,525,723 | +8.2% | 24,141 | +1.1% | 0.02% | 0.0% |
PLXS | Buy | Plexus Corp | $1,473,855 | +18.4% | 14,319 | +0.7% | 0.02% | +15.4% |
WSFS | Buy | Wsfs Finl Corp Com | $1,487,592 | -1.2% | 32,810 | +1.2% | 0.02% | -6.2% |
BYRN | Buy | Byrna Technologies Inc | $1,396,727 | +68.7% | 178,154 | +1.2% | 0.01% | +55.6% |
WBS | Buy | Webster Finl Coup Conn Com | $1,357,899 | +5.2% | 28,684 | +0.4% | 0.01% | 0.0% |
WING | Buy | Wingstop Inc | $1,382,706 | +10.4% | 10,047 | +0.6% | 0.01% | +7.7% |
ICE | Buy | Intercontinental Exchange Inc | $1,169,013 | +267.6% | 11,395 | +223.5% | 0.01% | +300.0% |
SPGI | Buy | S&P Global Inc | $1,211,012 | +11.6% | 3,616 | +1.8% | 0.01% | 0.0% |
ALE | Buy | Allete Inc | $1,038,198 | +30.6% | 16,094 | +1.4% | 0.01% | +11.1% |
IWM | New | iShares Russell 2000 Index Fun | $1,034,652 | – | 5,934 | +100.0% | 0.01% | – |
HASI | Buy | Hannon Armstrong Sustainable I | $983,506 | -1.7% | 33,937 | +1.4% | 0.01% | -9.1% |
AOM | New | Ishares Tr Modert Etf | $930,713 | – | 24,486 | +100.0% | 0.01% | – |
VUG | Buy | Vanguard Index Fds | $876,308 | +120.2% | 4,112 | +121.1% | 0.01% | +125.0% |
DT | New | Dynatrace Inc | $885,419 | – | 23,118 | +100.0% | 0.01% | – |
AVIR | Buy | Atea Pharmaceuticals Inc | $855,757 | -14.5% | 177,912 | +1.2% | 0.01% | -18.2% |
IQV | New | Iqvia Holdings Inc Com | $749,488 | – | 3,658 | +100.0% | 0.01% | – |
BDX | Buy | Becton Dickinson & Co | $777,288 | +16.0% | 3,057 | +1.7% | 0.01% | +14.3% |
LW | Buy | Lamb Weston Holdings Inc | $658,226 | +16.3% | 7,366 | +0.8% | 0.01% | +16.7% |
HIW | Buy | Highwoods Pptys Inc Com | $676,943 | +5.3% | 24,194 | +1.4% | 0.01% | 0.0% |
EDIT | Buy | Editas Medicine Inc | $715,871 | -27.0% | 80,707 | +0.8% | 0.01% | -36.4% |
AJG | New | Arthur J Gallagher & Company | $621,815 | – | 3,298 | +100.0% | 0.01% | – |
DHR | Buy | Danaher Corporation | $484,254 | +8.3% | 1,824 | +5.4% | 0.01% | 0.0% |
PFE | Buy | Pfizer Inc | $481,855 | +17.2% | 9,404 | +0.2% | 0.01% | +25.0% |
FCEL | Buy | FuelCell Energy Inc | $496,608 | -17.2% | 178,636 | +1.5% | 0.01% | -16.7% |
VRSN | New | VeriSign Inc | $467,787 | – | 2,277 | +100.0% | 0.01% | – |
TREE | Buy | Lendingtree Inc | $357,000 | -9.2% | 16,737 | +1.6% | 0.00% | 0.0% |
IJH | New | iShares Core S&P Mid-Cap | $437,821 | – | 1,810 | +100.0% | 0.00% | – |
VOT | New | Vanguard Mid Cap Growth ETF | $359,880 | – | 2,002 | +100.0% | 0.00% | – |
ELS | New | Equity LifeStyle Properties In | $366,282 | – | 5,670 | +100.0% | 0.00% | – |
KO | Buy | The Coca Cola Company | $386,713 | +14.1% | 6,079 | +0.5% | 0.00% | 0.0% |
SEE | Buy | Sealed Air Corp | $426,844 | +15.4% | 8,557 | +3.0% | 0.00% | 0.0% |
ATVI | Buy | Activision Blizzard Inc | $442,995 | +4.2% | 5,787 | +1.3% | 0.00% | -20.0% |
SPTM | New | SPDR Total Stock Market ETF | $320,863 | – | 6,785 | +100.0% | 0.00% | – |
TER | Buy | Teradyne Inc | $337,520 | +19.7% | 3,864 | +3.0% | 0.00% | 0.0% |
MDY | Buy | SPDR S&P Midcap 400 ETF | $258,147 | +28.4% | 583 | +16.6% | 0.00% | +50.0% |
IWV | Buy | iShares Russell 3000 Index Fun | $316,676 | +53.0% | 1,435 | +43.5% | 0.00% | +50.0% |
QCOM | Buy | Qualcomm Inc | $226,916 | -1.8% | 2,064 | +0.9% | 0.00% | 0.0% |
BSX | New | Boston Scientific Corp | $223,021 | – | 4,820 | +100.0% | 0.00% | – |
ORCL | New | Oracle Corporation | $244,403 | – | 2,990 | +100.0% | 0.00% | – |
ORRCF | Buy | Oroco Resource Corp | $14,739 | +63.8% | 21,675 | +31.4% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-18
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.