CONGRESS ASSET MANAGEMENT CO Q4 2020 Filing

Filed January 26, 2021

Portfolio Value

$10.6T

Holdings

349

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (349 positions)

#StockSharesValue% PortfolioType
1
PAYCPaycom Software Inc
592,148$267.8B2.52%
2
FRCBFirst Rep Bk San Francisco Cal
1,513,304$222.3B2.09%
3
AAPLApple Inc
1,558,314$206.8B1.95%
4
CIENCiena Corp Com
3,594,491$190.0B1.79%
5
AMZNAmazon.Com Inc
57,125$186.1B1.75%
6
ETSYEtsy Inc
938,633$167.0B1.57%
7
GNRCGenerac Hldgs Inc
729,301$165.8B1.56%
8
MPWRMonolithic Power Systems Inc
452,039$165.6B1.56%
9
POOLPool Corp
434,140$161.7B1.52%
10
CITCintas Corp
437,922$154.8B1.46%
11
ZBRAZebra Technologies Corp- Cl A
399,235$153.4B1.45%
12
SNPSSynopsys Inc
576,349$149.4B1.41%
13
CRLCharles River Laboratories
595,950$148.9B1.40%
14
MSFTMicrosoft Corp
660,055$146.8B1.38%
15
CPRTCopart Inc.
1,152,891$146.7B1.38%
16
PYPLPayPal Holdings Inc
613,877$143.8B1.35%
17
MTDMettler Toledo International C
124,323$141.7B1.33%
18
DIODDiodes Inc
2,004,335$141.3B1.33%
19
AWMSkyworks Solutions Inc
898,040$137.3B1.29%
20
TTWOTake Two Interactive
660,607$137.3B1.29%
21
ENQEntegris Inc
1,419,383$136.4B1.28%
22
HZNPHorizon Therapeutics Plc
1,853,457$135.6B1.28%
23
RMEResmed Inc Com
619,157$131.6B1.24%
24
KEYSKeysight Technologies Inc
993,300$131.2B1.24%
25
WSMWilliams-Sonoma Inc
1,281,062$130.5B1.23%
26
ADBEAdobe Systems Inc
256,317$128.2B1.21%
27
BURLBurlington Stores Inc
488,224$127.7B1.20%
28
VVisa Inc
565,128$123.6B1.16%
29
COSTCostco Wholesale Corp
325,689$122.7B1.16%
30
FTNTFortinet Inc
825,685$122.6B1.16%
31
STESteris Plc Shs Usd
625,650$118.6B1.12%
32
HDHome Depot Inc
444,695$118.1B1.11%
33
ZTSZoetis Inc
709,845$117.5B1.11%
34
WSTWest Pharmaceutical Services I
414,544$117.4B1.11%
35
CHDChurch & Dwight Co
1,343,776$117.2B1.10%
36
QLYSQualys Inc
958,685$116.8B1.10%
37
IEXIDEX Corp Com
583,602$116.3B1.10%
38
MASMasco Corporation
2,110,368$115.9B1.09%
39
GOOGLAlphabet Inc Cl A
65,015$113.9B1.07%
40
FNDFloor & Decor Holdings Inc Cla
1,226,570$113.9B1.07%
41
IDXXIdexx Labs Corp
227,517$113.7B1.07%
42
MCXMcCormick & Co. - non voting s
1,184,035$113.2B1.07%
43
TDYTeledyne Technologies Inc Com
282,168$110.6B1.04%
44
COOCooper Cos Inc
297,754$108.2B1.02%
45
RJFRaymond James Financial Inc
1,127,976$107.9B1.02%
46
LWLamb Weston Holdings Inc
1,341,292$105.6B0.99%
47
ACNAccenture Plc Ireland Shs Clas
402,726$105.2B0.99%
48
AKXANSYS Inc
287,429$104.6B0.98%
49
DGDollar General Corp
495,686$104.2B0.98%
50
UNHUnitedHealth Group Inc
292,381$102.5B0.97%
51
TMOThermo Fisher Scientific Inc.
219,183$102.1B0.96%
52
SYKStryker Corporation
413,346$101.3B0.95%
53
BAHBooz Allen Hamilton Hldg Corp
1,155,355$100.7B0.95%
54
INTUIntuit Inc
252,156$95.8B0.90%
55
AKAMAkamai Technologies Inc
902,004$94.7B0.89%
56
LULULululemon Athletica Inc Com
271,523$94.5B0.89%
57
SHWSherwin Williams
128,520$94.5B0.89%
58
APDAir Products & Chemicals Inc
343,486$93.8B0.88%
59
CATCaterpillar Inc COM
512,935$93.4B0.88%
60
METAFacebook Inc
339,328$92.7B0.87%
61
HIIHuntington Ingalls Industries
537,303$91.6B0.86%
62
SUISun Communities Inc
601,253$91.4B0.86%
63
GPNGlobal Payments Inc.
418,608$90.2B0.85%
64
PGRProgressive Corp Ohio Com
908,894$89.9B0.85%
65
ABTAbbott Laboratories
811,289$88.8B0.84%
66
ROPRoper Industries Inc
199,127$85.8B0.81%
67
PGThe Procter & Gamble Company
611,042$85.0B0.80%
68
NXPINxp Semiconductors N V Com
526,944$83.8B0.79%
69
CNRCanadian National Railway Co
745,330$81.9B0.77%
70
SPGIS&P Global
240,488$79.1B0.74%
71
IHS Markit LTD
873,732$78.5B0.74%
72
8CWCrown Castle International Cor
488,983$77.8B0.73%
73
DOVDover Corp
609,018$76.9B0.72%
74
BACVerizon Communications Inc Com
1,272,382$74.8B0.70%
75
VRTXVertex Pharmaceuticals Inc
312,428$73.8B0.70%
76
NBIXNeurocrine Biosciences Inc
760,941$72.9B0.69%
77
LHXL3Harris Technologies Inc
339,188$64.1B0.60%
78
APPSDigital Turbine Inc
676,183$38.2B0.36%
79
DISWalt Disney Co
139,015$25.2B0.24%
80
NKENike Inc Cl B
162,502$23.0B0.22%
81
SPSCSPS Commerce Inc Com
208,746$22.7B0.21%
82
JPMJpmorgan Chase & Co
169,837$21.6B0.20%
83
MLMMartin Marietta Materials Inc
75,905$21.6B0.20%
84
ADSKAutodesk Inc
68,737$21.0B0.20%
85
BRBroadridge Financial Solutions
134,114$20.5B0.19%
86
AFWAlign Technology Inc
33,819$18.1B0.17%
87
TSCOTractor Supply Company
126,542$17.8B0.17%
88
GOOGAlphabet Inc Cl C
9,878$17.3B0.16%
89
TROWT Rowe Price Group Inc.
113,129$17.1B0.16%
90
NEENextera Energy Inc Com
196,344$15.1B0.14%
91
ADIAnalog Devices Inc
102,506$15.1B0.14%
92
VRNSVaronis Systems Inc
88,800$14.5B0.14%
93
JNJJohnson & Johnson Com
92,175$14.5B0.14%
94
SLPSimulations Plus Inc
196,992$14.2B0.13%
95
FCNFTI Consulting Inc
125,392$14.0B0.13%
96
MCOMoody's Corporation
47,616$13.8B0.13%
97
FICOFair Isaac Corp
24,788$12.7B0.12%
98
MAMastercard Inc. CL-A
35,419$12.6B0.12%
99
AMTAmerican Tower Corp
54,176$12.2B0.11%
100
APHAmphenol Corp
92,163$12.1B0.11%
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