$11.3 Billion is the total value of CONGRESS ASSET MANAGEMENT CO's 5984 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVT | New | Nvent Electric Plc Com | $116,907,545 | – | 2,206,219 | +100.0% | 1.03% | – |
| EXTR | New | Extreme Networks | $29,914,820 | – | 1,235,639 | +100.0% | 0.26% | – |
| ACVA | New | ACV Auctions Inc Class A | $5,608,114 | – | 369,441 | +100.0% | 0.05% | – |
| LSCC | New | Lattice Semiconductor Corporat | $4,133,663 | – | 48,105 | +100.0% | 0.04% | – |
| VCEL | New | Vericel Corp Com | $4,048,344 | – | 120,774 | +100.0% | 0.04% | – |
| MOGA | New | Moog Inc Class A | $3,717,740 | – | 32,912 | +100.0% | 0.03% | – |
| SM | New | SM Energy Co | $3,668,299 | – | 92,517 | +100.0% | 0.03% | – |
| VBK | New | Vanguard Small Cap Growth ETF | $3,544,893 | – | 16,551 | +100.0% | 0.03% | – |
| CRSP | New | Crispr Therapeutics Ag Namen A | $1,827,401 | – | 40,260 | +100.0% | 0.02% | – |
| SMMD | New | iShares Russell 2500 ETF | $1,559,913 | – | 28,617 | +100.0% | 0.01% | – |
| New | Congress Large Cap Growth ETF | $988,692 | – | 40,000 | +100.0% | 0.01% | – | |
| New | Congress SMID Growth ETF | $970,092 | – | 40,000 | +100.0% | 0.01% | – | |
| IWO | New | iShares Russell 2000 Growth In | $661,691 | – | 2,952 | +100.0% | 0.01% | – |
| LHX | New | L3Harris Technologies Inc | $626,484 | – | 3,598 | +100.0% | 0.01% | – |
| IWV | New | iShares Russell 3000 Index Fun | $610,935 | – | 2,493 | +100.0% | 0.01% | – |
| ASGN | New | ASGN Inc | $426,778 | – | 5,225 | +100.0% | 0.00% | – |
| MMC | New | Marsh & Mclennan Cos Inc | $397,156 | – | 2,087 | +100.0% | 0.00% | – |
| SPTM | New | SPDR Total Stock Market ETF | $345,909 | – | 6,590 | +100.0% | 0.00% | – |
| VRT | New | Vertiv Holding Co Class A | $334,800 | – | 9,000 | +100.0% | 0.00% | – |
| BK | New | Bank New York Mellon Corp | $305,862 | – | 7,171 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Apple Inc Com | 45 | Q2 2024 | 2.3% |
| Home Depot Inc Com | 45 | Q2 2024 | 2.0% |
| Visa Inc Com Cl A | 45 | Q2 2024 | 1.9% |
| Adobe Systems Inc | 45 | Q2 2024 | 1.9% |
| Cintas Corp Com | 45 | Q2 2024 | 2.6% |
| Costco Whsl Corp New Com | 45 | Q2 2024 | 1.7% |
| Unitedhealth Group Inc Com | 45 | Q2 2024 | 1.8% |
| Microsoft Corp Com | 45 | Q2 2024 | 1.9% |
| Church & Dwight Co Inc Com | 45 | Q2 2024 | 1.5% |
| Raymond James Finl Inc Com | 45 | Q2 2024 | 1.4% |
View CONGRESS ASSET MANAGEMENT CO's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-28 |
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-02 |
| 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 |
View CONGRESS ASSET MANAGEMENT CO'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.