$10.7 Billion is the total value of CONGRESS ASSET MANAGEMENT CO /MA's 5888 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MCO | Moody's Corporation | $3,060,200 | +9.8% | 10,000 | 0.0% | 0.03% | +3.6% | |
| MAR | Marriot Intl Inc New CL A | $544,113 | +11.5% | 3,277 | 0.0% | 0.01% | 0.0% | |
| SLB | Schlumberger Ltd | $520,460 | -8.2% | 10,600 | 0.0% | 0.01% | -16.7% | |
| VOO | Vanguard Index Fds | $546,806 | +7.0% | 1,454 | 0.0% | 0.01% | 0.0% | |
| LUV | Southwest Airlines Co | $274,638 | -3.4% | 8,440 | 0.0% | 0.00% | 0.0% | |
| ORCL | Oracle Corporation | $277,831 | +13.7% | 2,990 | 0.0% | 0.00% | +50.0% | |
| HTLF | Heartland Financial USA Inc | $343,821 | -17.7% | 8,963 | 0.0% | 0.00% | -25.0% | |
| VO | Vanguard Mid Cap ETF | $301,194 | +3.5% | 1,428 | 0.0% | 0.00% | 0.0% | |
| VB | Vanguard Index Fds Small Cp Et | $273,535 | +3.3% | 1,443 | 0.0% | 0.00% | 0.0% | |
| SAM | Boston Beer Company Inc Class | $331,987 | -0.2% | 1,010 | 0.0% | 0.00% | 0.0% | |
| BSX | Boston Scientific Corp | $241,145 | +8.1% | 4,820 | 0.0% | 0.00% | 0.0% | |
| ORRCF | Oroco Resource Corp | $13,355 | -9.4% | 21,675 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-21
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.