CONGRESS ASSET MANAGEMENT CO Q1 2023 Filing
Filed April 21, 2023
Portfolio Value
$10.7B
Holdings
368
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (368 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLApple Inc | 1,351,254 | $222.8B | 2076.08% | |
| 2 | DRIDarden Restaurants Inc | 1,381,410 | $214.3B | 1997.05% | |
| 3 | CIENCiena Corp Com | 3,306,772 | $173.7B | 1618.14% | |
| 4 | PAYCPaycom Software Inc | 568,539 | $172.8B | 1610.40% | |
| 5 | MSFTMicrosoft Corp | 597,258 | $172.2B | 1604.33% | |
| 6 | DECKDeckers Outdoor Corporation | 319,353 | $143.6B | 1337.63% | |
| 7 | QLYSQualys Inc | 1,087,407 | $141.4B | 1317.31% | |
| 8 | CPRTCopart Inc. | 1,877,621 | $141.2B | 1315.74% | |
| 9 | MTDMettler Toledo International C | 92,252 | $141.2B | 1315.27% | |
| 10 | COSTCostco Wholesale Corp | 283,194 | $140.7B | 1311.03% | |
| 11 | MPWRMonolithic Power Systems Inc | 276,620 | $138.5B | 1290.06% | |
| 12 | ULTAUlta Beauty Inc | 250,523 | $136.7B | 1273.69% | |
| 13 | SPSCSPS Commerce Inc Com | 896,628 | $136.6B | 1272.33% | |
| 14 | VVisa Inc | 561,096 | $126.5B | 1178.67% | |
| 15 | UNHUnitedHealth Group Inc | 266,394 | $125.9B | 1172.99% | |
| 16 | EMEEmcor Group Inc Com | 770,521 | $125.3B | 1167.26% | |
| 17 | AWGAsbury Automotive Group Inc | 593,612 | $124.7B | 1161.47% | |
| 18 | IEXIDEX Corp Com | 538,823 | $124.5B | 1159.85% | |
| 19 | DIODDiodes Inc | 1,341,979 | $124.5B | 1159.83% | |
| 20 | AWMSkyworks Solutions Inc | 1,050,303 | $123.9B | 1154.54% | |
| 21 | NVDANVIDIA Corp | 444,074 | $123.3B | 1149.28% | |
| 22 | HDHome Depot Inc | 416,183 | $122.8B | 1144.37% | |
| 23 | TDYTeledyne Technologies Inc Com | 274,502 | $122.8B | 1144.17% | |
| 24 | POOLPool Corp | 357,174 | $122.3B | 1139.59% | |
| 25 | FNDFloor & Decor Holdings Inc Cla | 1,244,676 | $122.3B | 1139.05% | |
| 26 | WSTWest Pharmaceutical Services I | 350,907 | $121.6B | 1132.77% | |
| 27 | COOCooper Cos Inc | 321,307 | $120.0B | 1117.73% | |
| 28 | RMEResmed Inc Com | 547,761 | $120.0B | 1117.64% | |
| 29 | KEYSKeysight Technologies Inc | 729,216 | $117.8B | 1097.13% | |
| 30 | SAIASaia Inc | 428,745 | $116.7B | 1086.89% | |
| 31 | STESteris Plc Shs Usd | 592,845 | $113.4B | 1056.57% | |
| 32 | ZTSZoetis Inc | 661,790 | $110.1B | 1026.28% | |
| 33 | CHDChurch & Dwight Co | 1,239,006 | $109.5B | 1020.61% | |
| 34 | SNPSSynopsys Inc | 281,043 | $108.6B | 1011.41% | |
| 35 | WSMWilliams-Sonoma Inc | 891,205 | $108.4B | 1010.20% | |
| 36 | ACNAccenture Plc Ireland Shs Clas | 375,194 | $107.2B | 999.13% | |
| 37 | GOOGLAlphabet Inc Cl A | 1,006,413 | $104.4B | 972.67% | |
| 38 | ENQEntegris Inc | 1,260,834 | $103.4B | 963.40% | |
| 39 | ORLYOReilly Automotive Inc | 121,735 | $103.3B | 962.94% | |
| 40 | MASMasco Corporation | 2,075,000 | $103.2B | 961.24% | |
| 41 | AVYAvery Dennison Corp | 575,494 | $103.0B | 959.43% | |
| 42 | BJBJ Wholesale Club | 1,339,159 | $101.9B | 949.14% | |
| 43 | FCXFreeport-McMoran Inc | 2,438,957 | $99.8B | 929.65% | |
| 44 | PXDEURPioneer Natural Resources Comp | 480,304 | $98.1B | 913.99% | |
| 45 | BAHBooz Allen Hamilton Hldg Corp | 1,054,394 | $97.7B | 910.58% | |
| 46 | PEPPepsiCo Inc | 536,007 | $97.7B | 910.43% | |
| 47 | TRMBTrimble Inc | 1,837,780 | $96.3B | 897.59% | |
| 48 | LLYEli Lilly and Company | 280,231 | $96.2B | 896.66% | |
| 49 | SUISun Communities Inc | 675,705 | $95.2B | 886.94% | |
| 50 | NXPINxp Semiconductors N V Com | 505,107 | $94.2B | 877.58% | |
| 51 | CRLCharles River Laboratories Int | 466,620 | $94.2B | 877.43% | |
| 52 | WSCWillScot Mobile Mini Holdings | 1,998,650 | $93.7B | 872.99% | |
| 53 | NBIXNeurocrine Biosciences Inc | 920,053 | $93.1B | 867.69% | |
| 54 | RJFRaymond James Financial Inc | 990,076 | $92.3B | 860.39% | |
| 55 | PGProcter & Gamble Company | 618,678 | $92.0B | 857.10% | |
| 56 | ADBEAdobe Systems Inc | 236,598 | $91.2B | 849.52% | |
| 57 | INTUIntuit Inc | 202,927 | $90.5B | 842.93% | |
| 58 | AMZNAmazon.Com Inc | 875,094 | $90.4B | 842.17% | |
| 59 | ETNEaton Corp | 527,342 | $90.4B | 841.85% | |
| 60 | CHHChoice Hotels Intl Inc | 770,175 | $90.3B | 840.94% | |
| 61 | DOVDover Corp | 572,683 | $87.0B | 810.72% | |
| 62 | PWRQuanta Svcs Inc Com | 519,182 | $86.5B | 806.09% | |
| 63 | ROPRoper Industries Inc | 194,414 | $85.7B | 798.26% | |
| 64 | SHWSherwin Williams | 379,608 | $85.3B | 794.99% | |
| 65 | ELEstee Lauder Companies Cl A | 334,735 | $82.5B | 768.65% | |
| 66 | TSLATesla Inc | 396,443 | $82.2B | 766.31% | |
| 67 | AKAMAkamai Technologies Inc | 1,049,179 | $82.2B | 765.41% | |
| 68 | TTWOTake Two Interactive | 684,212 | $81.6B | 760.53% | |
| 69 | CMECME Group Inc | 411,549 | $78.8B | 734.38% | |
| 70 | ABTAbbott Laboratories | 771,239 | $78.1B | 727.63% | |
| 71 | NOWServicenow Inc | 165,363 | $76.8B | 716.00% | |
| 72 | ODFLOld Dominion Freight Lines Inc | 219,164 | $74.7B | 695.99% | |
| 73 | VEEVVeeva Sys Inc | 403,137 | $74.1B | 690.33% | |
| 74 | ISRGIntuitive Surgical Inc | 280,926 | $71.8B | 668.68% | |
| 75 | CVXChevron Corp | 416,969 | $68.0B | 633.87% | |
| 76 | NOCNorthrop Grumman Corp | 145,121 | $67.0B | 624.30% | |
| 77 | ELFe l f Beauty Inc | 585,281 | $48.2B | 449.06% | |
| 78 | TTDTrade Desk Inc Cl A | 778,387 | $47.4B | 441.74% | |
| 79 | ONTOOnto Innovation Inc | 403,558 | $35.5B | 330.43% | |
| 80 | TSCOTractor Supply Company | 142,913 | $33.6B | 312.97% | |
| 81 | FCNFTI Consulting Inc | 163,353 | $32.2B | 300.36% | |
| 82 | SMPLSimply Good Foods Co Com | 799,551 | $31.8B | 296.27% | |
| 83 | FIXComfort Systems USA Inc | 213,970 | $31.2B | 290.99% | |
| 84 | CITCintas Corp | 67,177 | $31.1B | 289.59% | |
| 85 | LNTHLantheus Holdings Inc | 355,631 | $29.4B | 273.55% | |
| 86 | PERIPerion Network Ltd | 698,336 | $27.6B | 257.53% | |
| 87 | SKYSkyline Champion Corporation | 351,176 | $26.4B | 246.14% | |
| 88 | WNSNWNS (Holdings) Limited Sponsor | 282,905 | $26.4B | 245.58% | |
| 89 | VMIValmont Industries Inc | 82,206 | $26.2B | 244.54% | |
| 90 | BOOTBoot Barn Holdings Inc | 323,299 | $24.8B | 230.85% | |
| 91 | MLMMartin Marietta Materials Inc | 67,759 | $24.1B | 224.15% | |
| 92 | NKENike Inc Cl B | 191,914 | $23.5B | 219.29% | |
| 93 | ICFIICF International Inc | 212,290 | $23.3B | 216.98% | |
| 94 | PWIPower Integrations Inc | 274,486 | $23.2B | 216.46% | |
| 95 | BRBroadridge Financial Solutions | 157,663 | $23.1B | 215.30% | |
| 96 | FOXFFox Factory Holding Corp | 188,227 | $22.8B | 212.85% | |
| 97 | EOGEOG Res Inc | 196,250 | $22.5B | 209.60% | |
| 98 | NPOEnPro Industries Inc | 216,212 | $22.5B | 209.28% | |
| 99 | —Avid Technology Inc | 691,850 | $22.1B | 206.14% | |
| 100 | BMIBadger Meter Inc | 180,988 | $22.0B | 205.42% |
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