CONGRESS ASSET MANAGEMENT CO Q2 2021 Filing

Filed August 5, 2021

Portfolio Value

$12.0B

Holdings

362

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (362 positions)

#StockSharesValue% PortfolioType
1
FRCBFirst Rep Bk San Francisco Cal
1,413,762$264.6B2213.27%
2
GNRCGenerac Hldgs Inc
518,031$215.1B1798.80%
3
AMZNAmazon.Com Inc
61,590$211.9B1772.20%
4
PAYCPaycom Software Inc
573,107$208.3B1742.31%
5
CIENCiena Corp Com
3,624,741$206.2B1724.79%
6
AAPLApple Inc
1,497,169$205.1B1715.09%
7
POOLPool Corp
383,026$175.7B1469.41%
8
MSFTMicrosoft Corp
646,308$175.1B1464.44%
9
CRLCharles River Laboratories
470,018$173.9B1454.27%
10
FTNTFortinet Inc
725,076$172.7B1444.54%
11
GOOGLAlphabet Inc Cl A
69,789$170.4B1425.34%
12
ZBRAZebra Technologies Corp- Cl A
320,992$170.0B1421.59%
13
PYPLPayPal Holdings Inc
571,267$166.5B1392.74%
14
HZNPHorizon Therapeutics Plc
1,713,835$160.5B1342.31%
15
ENQEntegris Inc
1,302,170$160.1B1339.34%
16
CITCintas Corp
416,816$159.2B1331.77%
17
AWMSkyworks Solutions Inc
826,285$158.4B1325.22%
18
MTDMettler Toledo International C
113,439$157.2B1314.44%
19
ETSYEtsy Inc
734,815$151.3B1265.11%
20
ADBEAdobe Systems Inc
257,080$150.6B1259.27%
21
HDHome Depot Inc
459,241$146.4B1224.91%
22
RMEResmed Inc Com
591,546$145.8B1219.73%
23
WSMWilliams-Sonoma Inc
910,972$145.4B1216.46%
24
BURLBurlington Stores Inc
450,771$145.1B1214.01%
25
MPWRMonolithic Power Systems Inc
387,171$144.6B1209.37%
26
CPRTCopart Inc.
1,078,950$142.2B1189.70%
27
KEYSKeysight Technologies Inc
918,847$141.9B1186.70%
28
WSTWest Pharmaceutical Services I
394,615$141.7B1185.25%
29
IDXXIdexx Labs Corp
221,601$140.0B1170.58%
30
DIODDiodes Inc
1,741,024$138.9B1161.62%
31
VVisa Inc
584,323$136.6B1142.76%
32
ZTSZoetis Inc
730,390$136.1B1138.49%
33
RJFRaymond James Financial Inc
1,047,294$136.0B1137.89%
34
COSTCostco Wholesale Corp
341,268$135.0B1129.41%
35
INTUIntuit Inc
254,792$124.9B1044.62%
36
FNDFloor & Decor Holdings Inc Cla
1,177,223$124.4B1040.77%
37
UNHUnitedHealth Group Inc
307,635$123.2B1030.37%
38
STESteris Plc Shs Usd
595,068$122.8B1026.80%
39
IEXIDEX Corp Com
557,458$122.7B1026.02%
40
AZTABrooks Automation Inc
1,274,705$121.5B1015.86%
41
ACNAccenture Plc Ireland Shs Clas
410,314$121.0B1011.70%
42
METAFacebook Inc
346,676$120.5B1008.24%
43
MASMasco Corporation
2,032,001$119.7B1001.23%
44
CATCaterpillar Inc COM
540,031$117.5B983.01%
45
TDYTeledyne Technologies Inc Com
272,852$114.3B955.85%
46
HIIHuntington Ingalls Industries
541,227$114.1B954.05%
47
COOCooper Cos Inc
287,435$113.9B952.69%
48
CHDChurch & Dwight Co
1,328,075$113.2B946.65%
49
DGDollar General Corp
521,211$112.8B943.35%
50
SHWSherwin Williams
411,720$112.2B938.23%
51
SYKStryker Corporation
429,491$111.6B933.04%
52
TMOThermo Fisher Scientific Inc.
220,483$111.2B930.32%
53
TTWOTake Two Interactive
620,343$109.8B918.49%
54
SUISun Communities Inc
637,268$109.2B913.60%
55
AKAMAkamai Technologies Inc
924,129$107.8B901.26%
56
NXPINxp Semiconductors N V Com
523,255$107.6B900.35%
57
LULULululemon Athletica Inc Com
294,703$107.6B899.63%
58
APDAir Products & Chemicals Inc
367,983$105.9B885.44%
59
BAHBooz Allen Hamilton Hldg Corp
1,235,300$105.2B880.10%
60
IHS Markit LTD
914,844$103.1B862.06%
61
MCXMcCormick & Co. - non voting s
1,164,786$102.9B860.45%
62
SNPSSynopsys Inc
368,086$101.5B849.08%
63
AKXANSYS Inc
291,638$101.2B846.59%
64
FCXFreeport-McMoran Inc
2,700,469$100.2B838.21%
65
ROPRoper Industries Inc
210,081$98.8B826.21%
66
PXDEURPioneer Natural Resources Comp
607,551$98.7B825.87%
67
AWGAsbury Automotive Group Inc
571,705$98.0B819.46%
68
QLYSQualys Inc
971,053$97.8B817.81%
69
ABTAbbott Laboratories
834,326$96.7B809.01%
70
DOVDover Corp
640,507$96.5B806.81%
71
CMECME Group Inc
449,429$95.6B799.49%
72
NBIXNeurocrine Biosciences Inc
948,565$92.3B772.13%
73
PGThe Procter & Gamble Company
657,832$88.8B742.41%
74
GPNGlobal Payments Inc.
466,133$87.4B731.19%
75
LHXL3Harris Technologies Inc
399,296$86.3B721.89%
76
BACBank of America Corporation
2,075,661$85.6B715.80%
77
VRTXVertex Pharmaceuticals Inc
341,736$68.9B576.32%
78
JPMJpmorgan Chase & Co
173,712$27.0B225.99%
79
TSCOTractor Supply Company
143,243$26.7B222.92%
80
INMDInMode Ltd
280,723$26.6B222.31%
81
MLMMartin Marietta Materials Inc
73,740$25.9B216.98%
82
NKENike Inc Cl B
166,613$25.7B215.29%
83
FCNFTI Consulting Inc
174,268$23.8B199.13%
84
BRBroadridge Financial Solutions
146,791$23.7B198.32%
85
SPSCSPS Commerce Inc Com
235,228$23.5B196.46%
86
DISWalt Disney Co
133,054$23.4B195.61%
87
GOOGAlphabet Inc Cl C
9,220$23.1B193.28%
88
TROWT Rowe Price Group Inc.
115,397$22.8B191.08%
89
ONTOOnto Innovation Inc
294,894$21.5B180.16%
90
7SUSummit Matls Inc Cl A
610,054$21.3B177.82%
91
DC4Dexcom Inc.
46,662$19.9B166.66%
92
ADSKAutodesk Inc
67,945$19.8B165.89%
93
ADIAnalog Devices Inc
102,320$17.6B147.33%
94
AFWAlign Technology Inc
27,840$17.0B142.27%
95
SMPLSimply Good Foods Co Com
432,779$15.8B132.16%
96
JNJJohnson & Johnson Com
94,216$15.5B129.82%
97
NEENextera Energy Inc Com
207,438$15.2B127.14%
98
8CWCrown Castle International Cor
76,951$15.0B125.57%
99
LWLamb Weston Holdings Inc
169,905$13.7B114.63%
100
NSCNorfolk Southn Corp
51,248$13.6B113.77%
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