CONGRESS ASSET MANAGEMENT CO Q2 2023 Filing

Filed July 27, 2023

Portfolio Value

$11.5B

Holdings

373

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (373 positions)

#StockSharesValue% PortfolioType
1
AAPLApple Inc
1,380,354$267.7B2325.69%
2
DRIDarden Restaurants Inc
1,398,822$233.7B2030.08%
3
MSFTMicrosoft Corp
601,822$204.9B1780.18%
4
PAYCPaycom Software Inc
563,948$181.2B1573.60%
5
NVDANVIDIA Corp
426,850$180.6B1568.42%
6
SPSCSPS Commerce Inc Com
847,804$162.8B1414.36%
7
DECKDeckers Outdoor Corporation
299,352$158.0B1372.03%
8
CPRTCopart Inc.
1,712,135$156.2B1356.46%
9
COSTCostco Wholesale Corp
285,123$153.5B1333.36%
10
MPWRMonolithic Power Systems Inc
269,916$145.8B1266.58%
11
QLYSQualys Inc
1,082,888$139.9B1214.98%
12
VVisa Inc
564,507$134.1B1164.46%
13
EMEEmcor Group Inc Com
722,140$133.4B1159.05%
14
POOLPool Corp
354,799$132.9B1154.58%
15
STESteris Plc Shs Usd
588,684$132.4B1150.41%
16
WSTWest Pharmaceutical Services I
343,159$131.2B1140.03%
17
LLYEli Lilly and Company
278,183$130.5B1133.21%
18
HDHome Depot Inc
419,446$130.3B1131.77%
19
UNHUnitedHealth Group Inc
267,894$128.8B1118.43%
20
FNDFloor & Decor Holdings Inc Cla
1,222,691$127.1B1104.10%
21
ENQEntegris Inc
1,146,644$127.1B1103.76%
22
AWGAsbury Automotive Group Inc
521,811$125.5B1089.70%
23
SAIASaia Inc
364,329$124.8B1083.60%
24
DIODDiodes Inc
1,319,325$122.0B1059.92%
25
CHDChurch & Dwight Co
1,216,342$121.9B1058.96%
26
GOOGLAlphabet Inc Cl A
1,010,085$120.9B1050.22%
27
COOCooper Cos Inc
311,765$119.5B1038.34%
28
RMEResmed Inc Com
543,154$118.7B1030.86%
29
MTDMettler Toledo International C
90,386$118.6B1029.78%
30
SNPSSynopsys Inc
271,847$118.4B1028.14%
31
ULTAUlta Beauty Inc
251,360$118.3B1027.47%
32
BAHBooz Allen Hamilton Hldg Corp
1,048,816$117.0B1016.69%
33
ADBEAdobe Systems Inc
238,682$116.7B1013.79%
34
ACNAccenture Plc Ireland Shs Clas
376,921$116.3B1010.29%
35
IEXIDEX Corp Com
539,797$116.2B1009.30%
36
AMZNAmazon.Com Inc
886,353$115.5B1003.63%
37
ZTSZoetis Inc
664,070$114.4B993.34%
38
MLMMartin Marietta Materials Inc
242,594$112.0B972.88%
39
KEYSKeysight Technologies Inc
667,628$111.8B971.06%
40
TDYTeledyne Technologies Inc Com
270,869$111.4B967.26%
41
TSLATesla Inc
409,682$107.2B931.52%
42
FDSFactset Reasearch Systems Inc
263,630$105.6B917.46%
43
PXDEURPioneer Natural Resources Comp
508,964$105.4B915.93%
44
ETNEaton Corp
523,290$105.2B914.07%
45
ORLYOReilly Automotive Inc
109,270$104.4B906.70%
46
NXPINxp Semiconductors N V Com
501,380$102.6B891.39%
47
SHWSherwin Williams
385,402$102.3B888.86%
48
CHHChoice Hotels Intl Inc
867,546$102.0B885.58%
49
RJFRaymond James Financial Inc
979,293$101.6B882.70%
50
TTWOTake Two Interactive
674,569$99.3B862.27%
51
PWRQuanta Svcs Inc Com
503,935$99.0B859.90%
52
WSCWillScot Mobile Mini Holdings
2,069,974$98.9B859.27%
53
AVYAvery Dennison Corp
573,292$98.5B855.51%
54
PEPPepsiCo Inc
531,019$98.4B854.33%
55
CRLCharles River Laboratories Int
467,106$98.2B853.06%
56
FCXFreeport-McMoran Inc
2,450,541$98.0B851.43%
57
ISRGIntuitive Surgical Inc
285,978$97.8B849.39%
58
HOLXHologic Inc
1,191,518$96.5B838.01%
59
BRKRBruker Corporation
1,287,328$95.2B826.57%
60
INTUIntuit Inc
204,394$93.7B813.47%
61
PGProcter & Gamble Company
607,345$92.2B800.50%
62
NOWServicenow Inc
163,518$91.9B798.18%
63
ROPRoper Industries Inc
186,664$89.7B779.56%
64
SUISun Communities Inc
671,733$87.6B761.20%
65
CIENCiena Corp Com
1,971,157$83.8B727.50%
66
ABTAbbott Laboratories
758,303$82.7B718.08%
67
VEEVVeeva Sys Inc
417,674$82.6B717.35%
68
BJBJ Wholesale Club
1,278,189$80.5B699.57%
69
ODFLOld Dominion Freight Lines Inc
210,890$78.0B677.31%
70
CMECME Group Inc
405,384$75.1B652.44%
71
PRFTUSDPerficient Inc
815,307$67.9B590.13%
72
MCOMoody's Corporation
192,981$67.1B582.87%
73
AKAMAkamai Technologies Inc
736,598$66.2B575.01%
74
CVXChevron Corp
415,385$65.4B567.73%
75
AWMSkyworks Solutions Inc
580,174$64.2B557.82%
76
TTDTrade Desk Inc Cl A
830,442$64.1B557.01%
77
ELEstee Lauder Companies Cl A
321,546$63.1B548.49%
78
NOCNorthrop Grumman Corp
138,329$63.0B547.66%
79
APY1EURChampionX Corporation
1,950,006$60.5B525.76%
80
WSMWilliams-Sonoma Inc
474,894$59.4B516.20%
81
ELFe l f Beauty Inc
518,723$59.3B514.68%
82
CRCrane Company
593,079$52.9B459.11%
83
ONTOOnto Innovation Inc
432,997$50.4B438.05%
84
FIXComfort Systems USA Inc
224,547$36.9B320.26%
85
FCNFTI Consulting Inc
177,486$33.8B293.22%
86
CITCintas Corp
67,583$33.6B291.80%
87
NPOEnPro Industries Inc
246,162$32.9B285.51%
88
SMPLSimply Good Foods Co Com
888,562$32.5B282.40%
89
MEDPMedpace Holdings Inc
135,258$32.5B282.16%
90
TSCOTractor Supply Company
143,792$31.8B276.15%
91
BOOTBoot Barn Holdings Inc
363,822$30.8B267.64%
92
LNTHLantheus Holdings Inc
364,128$30.6B265.42%
93
PWIPower Integrations Inc
307,031$29.1B252.47%
94
STRLSterling Infrastructure Inc
516,778$28.8B250.47%
95
CNMDCONMED Corporation
210,321$28.6B248.25%
96
HCQAMN Healthcare Services Inc
253,058$27.6B239.85%
97
ICFIICF International Inc
220,656$27.4B238.41%
98
VMIValmont Industries Inc
94,035$27.4B237.72%
99
BMIBadger Meter Inc
184,266$27.2B236.18%
100
CALXCalix Inc
544,751$27.2B236.16%
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