CONGRESS ASSET MANAGEMENT CO Q4 2020 Filing
Filed January 26, 2021
Portfolio Value
$10.6B
Holdings
349
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (349 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PAYCPaycom Software Inc | 592,148 | $267.8B | 2522.41% | |
| 2 | FRCBFirst Rep Bk San Francisco Cal | 1,513,304 | $222.3B | 2094.33% | |
| 3 | AAPLApple Inc | 1,558,314 | $206.8B | 1947.61% | |
| 4 | CIENCiena Corp Com | 3,594,491 | $190.0B | 1789.33% | |
| 5 | AMZNAmazon.Com Inc | 57,125 | $186.1B | 1752.44% | |
| 6 | ETSYEtsy Inc | 938,633 | $167.0B | 1572.91% | |
| 7 | GNRCGenerac Hldgs Inc | 729,301 | $165.8B | 1562.15% | |
| 8 | MPWRMonolithic Power Systems Inc | 452,039 | $165.6B | 1559.32% | |
| 9 | POOLPool Corp | 434,140 | $161.7B | 1523.22% | |
| 10 | CITCintas Corp | 437,922 | $154.8B | 1457.96% | |
| 11 | ZBRAZebra Technologies Corp- Cl A | 399,235 | $153.4B | 1445.24% | |
| 12 | SNPSSynopsys Inc | 576,349 | $149.4B | 1407.33% | |
| 13 | CRLCharles River Laboratories | 595,950 | $148.9B | 1402.53% | |
| 14 | MSFTMicrosoft Corp | 660,055 | $146.8B | 1382.80% | |
| 15 | CPRTCopart Inc. | 1,152,891 | $146.7B | 1381.82% | |
| 16 | PYPLPayPal Holdings Inc | 613,877 | $143.8B | 1354.18% | |
| 17 | MTDMettler Toledo International C | 124,323 | $141.7B | 1334.57% | |
| 18 | DIODDiodes Inc | 2,004,335 | $141.3B | 1330.97% | |
| 19 | AWMSkyworks Solutions Inc | 898,040 | $137.3B | 1293.16% | |
| 20 | TTWOTake Two Interactive | 660,607 | $137.3B | 1292.93% | |
| 21 | ENQEntegris Inc | 1,419,383 | $136.4B | 1284.79% | |
| 22 | HZNPHorizon Therapeutics Plc | 1,853,457 | $135.6B | 1277.03% | |
| 23 | RMEResmed Inc Com | 619,157 | $131.6B | 1239.62% | |
| 24 | KEYSKeysight Technologies Inc | 993,300 | $131.2B | 1235.83% | |
| 25 | WSMWilliams-Sonoma Inc | 1,281,062 | $130.5B | 1228.84% | |
| 26 | ADBEAdobe Systems Inc | 256,317 | $128.2B | 1207.42% | |
| 27 | BURLBurlington Stores Inc | 488,224 | $127.7B | 1202.77% | |
| 28 | VVisa Inc | 565,128 | $123.6B | 1164.29% | |
| 29 | COSTCostco Wholesale Corp | 325,689 | $122.7B | 1155.84% | |
| 30 | FTNTFortinet Inc | 825,685 | $122.6B | 1155.14% | |
| 31 | STESteris Plc Shs Usd | 625,650 | $118.6B | 1116.97% | |
| 32 | HDHome Depot Inc | 444,695 | $118.1B | 1112.58% | |
| 33 | ZTSZoetis Inc | 709,845 | $117.5B | 1106.54% | |
| 34 | WSTWest Pharmaceutical Services I | 414,544 | $117.4B | 1106.21% | |
| 35 | CHDChurch & Dwight Co | 1,343,776 | $117.2B | 1104.08% | |
| 36 | QLYSQualys Inc | 958,685 | $116.8B | 1100.47% | |
| 37 | IEXIDEX Corp Com | 583,602 | $116.3B | 1095.00% | |
| 38 | MASMasco Corporation | 2,110,368 | $115.9B | 1091.88% | |
| 39 | GOOGLAlphabet Inc Cl A | 65,015 | $113.9B | 1073.28% | |
| 40 | FNDFloor & Decor Holdings Inc Cla | 1,226,570 | $113.9B | 1072.71% | |
| 41 | IDXXIdexx Labs Corp | 227,517 | $113.7B | 1071.22% | |
| 42 | MCXMcCormick & Co. - non voting s | 1,184,035 | $113.2B | 1066.18% | |
| 43 | TDYTeledyne Technologies Inc Com | 282,168 | $110.6B | 1041.78% | |
| 44 | COOCooper Cos Inc | 297,754 | $108.2B | 1018.95% | |
| 45 | RJFRaymond James Financial Inc | 1,127,976 | $107.9B | 1016.44% | |
| 46 | LWLamb Weston Holdings Inc | 1,341,292 | $105.6B | 994.77% | |
| 47 | ACNAccenture Plc Ireland Shs Clas | 402,726 | $105.2B | 990.85% | |
| 48 | AKXANSYS Inc | 287,429 | $104.6B | 984.92% | |
| 49 | DGDollar General Corp | 495,686 | $104.2B | 981.87% | |
| 50 | UNHUnitedHealth Group Inc | 292,381 | $102.5B | 965.75% | |
| 51 | TMOThermo Fisher Scientific Inc. | 219,183 | $102.1B | 961.60% | |
| 52 | SYKStryker Corporation | 413,346 | $101.3B | 954.02% | |
| 53 | BAHBooz Allen Hamilton Hldg Corp | 1,155,355 | $100.7B | 948.72% | |
| 54 | INTUIntuit Inc | 252,156 | $95.8B | 902.18% | |
| 55 | AKAMAkamai Technologies Inc | 902,004 | $94.7B | 891.99% | |
| 56 | LULULululemon Athletica Inc Com | 271,523 | $94.5B | 890.08% | |
| 57 | SHWSherwin Williams | 128,520 | $94.5B | 889.64% | |
| 58 | APDAir Products & Chemicals Inc | 343,486 | $93.8B | 883.95% | |
| 59 | CATCaterpillar Inc COM | 512,935 | $93.4B | 879.40% | |
| 60 | METAFacebook Inc | 339,328 | $92.7B | 873.06% | |
| 61 | HIIHuntington Ingalls Industries | 537,303 | $91.6B | 862.78% | |
| 62 | SUISun Communities Inc | 601,253 | $91.4B | 860.52% | |
| 63 | GPNGlobal Payments Inc. | 418,608 | $90.2B | 849.37% | |
| 64 | PGRProgressive Corp Ohio Com | 908,894 | $89.9B | 846.50% | |
| 65 | ABTAbbott Laboratories | 811,289 | $88.8B | 836.68% | |
| 66 | ROPRoper Industries Inc | 199,127 | $85.8B | 808.55% | |
| 67 | PGThe Procter & Gamble Company | 611,042 | $85.0B | 800.81% | |
| 68 | NXPINxp Semiconductors N V Com | 526,944 | $83.8B | 789.21% | |
| 69 | CNRCanadian National Railway Co | 745,330 | $81.9B | 771.18% | |
| 70 | SPGIS&P Global | 240,488 | $79.1B | 744.63% | |
| 71 | —IHS Markit LTD | 873,732 | $78.5B | 739.27% | |
| 72 | 8CWCrown Castle International Cor | 488,983 | $77.8B | 733.19% | |
| 73 | DOVDover Corp | 609,018 | $76.9B | 724.21% | |
| 74 | BACVerizon Communications Inc Com | 1,272,382 | $74.8B | 704.09% | |
| 75 | VRTXVertex Pharmaceuticals Inc | 312,428 | $73.8B | 695.49% | |
| 76 | NBIXNeurocrine Biosciences Inc | 760,941 | $72.9B | 686.99% | |
| 77 | LHXL3Harris Technologies Inc | 339,188 | $64.1B | 603.88% | |
| 78 | APPSDigital Turbine Inc | 676,183 | $38.2B | 360.23% | |
| 79 | DISWalt Disney Co | 139,015 | $25.2B | 237.24% | |
| 80 | NKENike Inc Cl B | 162,502 | $23.0B | 216.53% | |
| 81 | SPSCSPS Commerce Inc Com | 208,746 | $22.7B | 213.51% | |
| 82 | JPMJpmorgan Chase & Co | 169,837 | $21.6B | 203.27% | |
| 83 | MLMMartin Marietta Materials Inc | 75,905 | $21.6B | 203.03% | |
| 84 | ADSKAutodesk Inc | 68,737 | $21.0B | 197.69% | |
| 85 | BRBroadridge Financial Solutions | 134,114 | $20.5B | 193.52% | |
| 86 | AFWAlign Technology Inc | 33,819 | $18.1B | 170.22% | |
| 87 | TSCOTractor Supply Company | 126,542 | $17.8B | 167.56% | |
| 88 | GOOGAlphabet Inc Cl C | 9,878 | $17.3B | 163.00% | |
| 89 | TROWT Rowe Price Group Inc. | 113,129 | $17.1B | 161.32% | |
| 90 | NEENextera Energy Inc Com | 196,344 | $15.1B | 142.68% | |
| 91 | ADIAnalog Devices Inc | 102,506 | $15.1B | 142.63% | |
| 92 | VRNSVaronis Systems Inc | 88,800 | $14.5B | 136.85% | |
| 93 | JNJJohnson & Johnson Com | 92,175 | $14.5B | 136.63% | |
| 94 | SLPSimulations Plus Inc | 196,992 | $14.2B | 133.45% | |
| 95 | FCNFTI Consulting Inc | 125,392 | $14.0B | 131.95% | |
| 96 | MCOMoody's Corporation | 47,616 | $13.8B | 130.17% | |
| 97 | FICOFair Isaac Corp | 24,788 | $12.7B | 119.32% | |
| 98 | MAMastercard Inc. CL-A | 35,419 | $12.6B | 119.08% | |
| 99 | AMTAmerican Tower Corp | 54,176 | $12.2B | 114.54% | |
| 100 | APHAmphenol Corp | 92,163 | $12.1B | 113.52% |
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