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CIK: 0000897378
Total reported value
$16.3B
$16.3B
357 檔
7.5%
According to the latest 13F quarterly dataset, Congress Asset Management Co managed an equity portfolio of $16.3B at the end of Q1 2024, spanning 357 distinct U.S. exchange-listed positions.
During Q1 2024, Congress Asset Management Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 357 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | +0.10% | -8.51% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | +0.18% | -1.42% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 1.73% | -0.10% | +2.71% | |
| 4 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 1.67% | — | -1.52% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.45% | -0.34% | -2.44% | |
| 6 | EME | Emcor Group Inc | Stock-Industrials | 1.38% | -0.04% | -11.39% | |
| 7 | ETN | Eaton Corporation plc | Stock-Industrials | 1.27% | -0.21% | +7.54% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.25% | +0.22% | -0.26% | |
| 9 | CR | Crane Co | Stock-Industrials | 1.23% | +0.05% | -3.33% | |
| 10 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 1.21% | +0.03% | -1.84% | |
| 11 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.19% | — | -14.01% | |
| 12 | NVT | nVent Electric plc | Stock-Industrials | 1.19% | +0.08% | +1.23% | |
| 13 | QLYS | Qualys Inc | Stock-Tech | 1.19% | — | -9.34% | |
| 14 | SAIA | Saia Inc | Stock-Industrials | 1.19% | — | -19.60% | |
| 15 | ENTG | Entegris Inc | Stock-Tech | 1.18% | +0.05% | +1.06% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | -0.27% | +0.00% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.16% | -0.03% | -0.06% | |
| 18 | CPRT | Copart Inc | Stock-Industrials | 1.15% | — | -3.31% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.13% | +0.18% | -0.18% | |
| 20 | SNPS | Synopsys Inc | Stock-Tech | 1.13% | -0.04% | -0.03% | |
| 21 | DXCM | Dexcom Inc | Stock-Healthcare | 1.12% | — | +0.45% | |
| 22 | VVV | Valvoline Inc | Stock-Consumer Disc | 1.11% | — | +6.46% | |
| 23 | SPSC | Sps Commerce Inc | Stock-Tech | 1.11% | -0.07% | EXIT | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.07% | -0.45% | |
| 25 | MLM | Martin Marietta Materials | Stock-Materials | 1.09% | -0.78% | +0.21% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | -0.24% | +7.25% | |
| 27 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.03% | — | -2.36% | |
| 28 | APY1EUR | Championx CORP | Stock-Other | 1.02% | — | +2.06% | |
| 29 | POOL | Pool CORP | Stock-Industrials | 1.01% | -0.08% | EXIT | |
| 30 | DV | Doubleverify Holdings Inc | Stock-Other | 1.01% | — | +813.23% | |
| 31 | STE | STERIS plc | Stock-Healthcare | 0.99% | -0.02% | +7.28% | |
| 32 | INTU | Intuit Inc | Stock-Tech | 0.98% | -0.01% | EXIT | |
| 33 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.96% | -0.01% | -0.06% | |
| 34 | CTAS | Cintas CORP | Stock-Industrials | 0.96% | -0.04% | +124.92% | |
| 35 | BRKR | Bruker CORP | Stock-Healthcare | 0.95% | — | +3.46% | |
| 36 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.95% | — | -0.38% | |
| 37 | ACN | Accenture plc | Stock-Tech | 0.93% | -0.04% | -0.53% | |
| 38 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.93% | -0.03% | -0.36% | |
| 39 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.93% | — | -0.09% | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.93% | -0.60% | +0.77% | |
| 41 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.91% | -0.12% | +252.43% | |
| 42 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.91% | — | -0.43% | |
| 43 | ANETEUR | Arista Networks Inc | Stock-Other | 0.91% | — | -12.61% | |
| 44 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.90% | — | -0.14% | |
| 45 | MTD | Mettler-toledo International | Stock-Healthcare | 0.89% | — | -1.67% | |
| 46 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.88% | -0.18% | -0.70% | |
| 47 | CRL | Charles River Laboratories | Stock-Healthcare | 0.88% | — | -2.55% | |
| 48 | BRO | Brown & Brown Inc | Stock-Financials | 0.87% | — | +20.54% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.86% | -0.01% | +0.13% | |
| 50 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.85% | — | +1.65% |
According to official SEC Form 13F filings, Congress Asset Management Co reported a total U.S. public equity portfolio value of $16.3B across 357 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 7.5% of total reported equity market value during Q1 2024.
During Q1 2024, Congress Asset Management Co's top holdings by market value included NVDA (2.1%)、MSFT (1.8%)、AAPL (1.7%). The largest single position, NVDA, represented 2.1% of total portfolio value.
In Q1 2024, Congress Asset Management Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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