CONGRESS ASSET MANAGEMENT CO Q3 2023 Filing
Filed November 1, 2023
Portfolio Value
$11.3B
Holdings
374
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (374 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLApple Inc | 1,377,848 | $235.9B | 2086.25% | |
| 2 | DRIDarden Restaurants Inc | 1,411,624 | $202.2B | 1787.96% | |
| 3 | MSFTMicrosoft Corp | 605,761 | $191.3B | 1691.53% | |
| 4 | QLYSQualys Inc | 1,137,107 | $173.5B | 1534.08% | |
| 5 | NVDANVIDIA Corp | 372,519 | $162.0B | 1433.05% | |
| 6 | COSTCostco Wholesale Corp | 285,771 | $161.4B | 1427.81% | |
| 7 | APY1EURChampionX Corporation | 4,172,230 | $148.6B | 1314.30% | |
| 8 | DECKDeckers Outdoor Corporation | 284,341 | $146.2B | 1292.74% | |
| 9 | SPSCSPS Commerce Inc Com | 848,269 | $144.7B | 1279.89% | |
| 10 | SAIASaia Inc | 359,271 | $143.2B | 1266.63% | |
| 11 | UNHUnitedHealth Group Inc | 267,438 | $134.8B | 1192.48% | |
| 12 | GOOGLAlphabet Inc Cl A | 1,014,862 | $132.8B | 1174.48% | |
| 13 | EMEEmcor Group Inc Com | 625,628 | $131.6B | 1164.06% | |
| 14 | VVisa Inc | 569,274 | $130.9B | 1157.98% | |
| 15 | STESteris Plc Shs Usd | 593,133 | $130.1B | 1150.97% | |
| 16 | WSTWest Pharmaceutical Services I | 341,239 | $128.0B | 1132.32% | |
| 17 | HDHome Depot Inc | 423,465 | $128.0B | 1131.59% | |
| 18 | POOLPool Corp | 356,564 | $127.0B | 1122.91% | |
| 19 | CPRTCopart Inc. | 2,938,929 | $126.6B | 1119.95% | |
| 20 | SNPSSynopsys Inc | 275,198 | $126.3B | 1117.03% | |
| 21 | ADBEAdobe Systems Inc | 237,383 | $121.0B | 1070.46% | |
| 22 | LLYEli Lilly and Company | 224,772 | $120.7B | 1067.71% | |
| 23 | PXDEURPioneer Natural Resources Comp | 524,588 | $120.4B | 1064.95% | |
| 24 | MPWRMonolithic Power Systems Inc | 259,595 | $119.9B | 1060.65% | |
| 25 | AWGAsbury Automotive Group Inc | 517,699 | $119.1B | 1053.35% | |
| 26 | FDSFactset Reasearch Systems Inc | 267,474 | $117.0B | 1034.32% | |
| 27 | CRCrane Company | 1,316,245 | $116.9B | 1034.14% | |
| 28 | NVTNvent Electric Plc Com | 2,206,219 | $116.9B | 1033.90% | |
| 29 | ACNAccenture Plc Ireland Shs Clas | 379,683 | $116.6B | 1031.22% | |
| 30 | ZTSZoetis Inc | 668,807 | $116.4B | 1029.05% | |
| 31 | BAHBooz Allen Hamilton Hldg Corp | 1,048,112 | $114.5B | 1012.85% | |
| 32 | AMZNAmazon.Com Inc | 894,426 | $113.7B | 1005.52% | |
| 33 | IEXIDEX Corp Com | 543,101 | $113.0B | 999.12% | |
| 34 | ETNEaton Corp | 525,632 | $112.1B | 991.44% | |
| 35 | TDYTeledyne Technologies Inc Com | 273,580 | $111.8B | 988.54% | |
| 36 | CHDChurch & Dwight Co | 1,213,444 | $111.2B | 983.31% | |
| 37 | AVYAvery Dennison Corp | 593,542 | $108.4B | 958.86% | |
| 38 | ENQEntegris Inc | 1,153,588 | $108.3B | 958.07% | |
| 39 | MTDMettler Toledo International C | 97,745 | $108.3B | 957.85% | |
| 40 | CHHChoice Hotels Intl Inc | 878,914 | $107.7B | 952.25% | |
| 41 | BJBJ Wholesale Club | 1,500,103 | $107.1B | 946.83% | |
| 42 | INTUIntuit Inc | 209,384 | $107.0B | 946.12% | |
| 43 | DIODDiodes Inc | 1,317,196 | $103.8B | 918.40% | |
| 44 | TSLATesla Inc | 413,832 | $103.5B | 915.76% | |
| 45 | COOCooper Cos Inc | 318,928 | $101.4B | 896.95% | |
| 46 | ULTAUlta Beauty Inc | 253,856 | $101.4B | 896.77% | |
| 47 | NXPINxp Semiconductors N V Com | 505,346 | $101.0B | 893.47% | |
| 48 | MLMMartin Marietta Materials Inc | 245,956 | $101.0B | 892.86% | |
| 49 | ORLYOReilly Automotive Inc | 109,698 | $99.7B | 881.72% | |
| 50 | SHWSherwin Williams | 388,761 | $99.2B | 876.88% | |
| 51 | RJFRaymond James Financial Inc | 975,929 | $98.0B | 866.79% | |
| 52 | TTWOTake Two Interactive | 693,199 | $97.3B | 860.66% | |
| 53 | PAYCPaycom Software Inc | 361,962 | $93.8B | 829.94% | |
| 54 | PWRQuanta Svcs Inc Com | 501,617 | $93.8B | 829.87% | |
| 55 | NOWServicenow Inc | 166,930 | $93.3B | 825.18% | |
| 56 | CIENCiena Corp Com | 1,971,024 | $93.2B | 823.79% | |
| 57 | ANETEURArista Networks Inc | 501,120 | $92.2B | 815.14% | |
| 58 | FCXFreeport-McMoran Inc | 2,464,413 | $91.9B | 812.71% | |
| 59 | CRLCharles River Laboratories Int | 468,552 | $91.8B | 812.09% | |
| 60 | ROPRoper Industries Inc | 188,226 | $91.2B | 806.14% | |
| 61 | PEPPepsiCo Inc | 536,093 | $90.8B | 803.32% | |
| 62 | PGProcter & Gamble Company | 610,022 | $89.0B | 786.89% | |
| 63 | KEYSKeysight Technologies Inc | 664,494 | $87.9B | 777.53% | |
| 64 | ODFLOld Dominion Freight Lines Inc | 212,290 | $86.9B | 768.13% | |
| 65 | ISRGIntuitive Surgical Inc | 292,598 | $85.5B | 756.34% | |
| 66 | WSCWillScot Mobile Mini Holdings | 2,048,525 | $85.2B | 753.47% | |
| 67 | VEEVVeeva Sys Inc | 415,832 | $84.6B | 748.19% | |
| 68 | SUISun Communities Inc | 699,980 | $82.8B | 732.57% | |
| 69 | CMECME Group Inc | 410,058 | $82.1B | 726.08% | |
| 70 | HOLXHologic Inc | 1,182,265 | $82.0B | 725.62% | |
| 71 | PRFTUSDPerficient Inc | 1,378,597 | $79.8B | 705.42% | |
| 72 | RMEResmed Inc Com | 529,456 | $78.3B | 692.38% | |
| 73 | BRKRBruker Corporation | 1,227,239 | $76.5B | 676.17% | |
| 74 | BSXBoston Scientific Corp | 1,444,650 | $76.3B | 674.57% | |
| 75 | CVXChevron Corp | 419,087 | $70.7B | 624.95% | |
| 76 | AJGArthur J Gallagher & Company | 298,871 | $68.1B | 602.44% | |
| 77 | TTDTrade Desk Inc Cl A | 846,728 | $66.2B | 585.20% | |
| 78 | MCOMoody's Corporation | 203,423 | $64.3B | 568.79% | |
| 79 | NOCNorthrop Grumman Corp | 141,224 | $62.2B | 549.77% | |
| 80 | ELFe l f Beauty Inc | 533,583 | $58.6B | 518.27% | |
| 81 | ONTOOnto Innovation Inc | 449,945 | $57.4B | 507.42% | |
| 82 | FIXComfort Systems USA Inc | 254,103 | $43.3B | 382.94% | |
| 83 | STRLSterling Infrastructure Inc | 549,375 | $40.4B | 357.00% | |
| 84 | SMPLSimply Good Foods Co Com | 1,116,945 | $38.6B | 340.98% | |
| 85 | CALXCalix Inc | 799,141 | $36.6B | 323.96% | |
| 86 | MEDPMedpace Holdings Inc | 147,575 | $35.7B | 316.00% | |
| 87 | SFMSprouts Farmers Market Inc | 817,360 | $35.0B | 309.38% | |
| 88 | FCNFTI Consulting Inc | 194,371 | $34.7B | 306.67% | |
| 89 | JPXAeroVironment Inc | 304,460 | $34.0B | 300.30% | |
| 90 | YETIYETI Holdings Inc | 682,987 | $32.9B | 291.25% | |
| 91 | CITCintas Corp | 68,338 | $32.9B | 290.70% | |
| 92 | BOOTBoot Barn Holdings Inc | 402,526 | $32.7B | 289.02% | |
| 93 | WNSNWNS (Holdings) Limited Sponsor | 467,121 | $32.0B | 282.81% | |
| 94 | NPOEnPro Industries Inc | 263,793 | $32.0B | 282.73% | |
| 95 | BMIBadger Meter Inc | 219,722 | $31.6B | 279.56% | |
| 96 | ICFIICF International Inc | 258,384 | $31.2B | 276.06% | |
| 97 | TSCOTractor Supply Company | 149,364 | $30.3B | 268.21% | |
| 98 | EXTRExtreme Networks | 1,235,639 | $29.9B | 264.55% | |
| 99 | PWIPower Integrations Inc | 389,645 | $29.7B | 262.95% | |
| 100 | ITGRInteger Holdings Corporation | 374,748 | $29.4B | 259.93% |
Page 1 of 4Next