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CIK: 0000897378
Total reported value
$16.3B
$16.3B
364 檔
8.2%
The Q2 2024 SEC filing reveals that Congress Asset Management Co held a total portfolio value of $16.3B, covering 364 public equity positions.
During Q2 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 364 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 2.37% | +0.10% | +735.85% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.17% | -0.10% | +1.50% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | +0.18% | +0.76% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.72% | -0.34% | +1.36% | |
| 5 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 1.43% | +0.03% | -3.12% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | +0.07% | +1.30% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.31% | +0.22% | -10.54% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | -0.27% | +2.10% | |
| 9 | ONTO | Onto Innovation Inc | Stock-Tech | 1.22% | — | +82.67% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | -0.24% | +9.67% | |
| 11 | SNPS | Synopsys Inc | Stock-Tech | 1.19% | -0.04% | +1.35% | |
| 12 | ETN | Eaton Corporation plc | Stock-Industrials | 1.17% | -0.21% | -8.89% | |
| 13 | CR | Crane Co | Stock-Industrials | 1.15% | +0.05% | -13.28% | |
| 14 | ANETEUR | Arista Networks Inc | Stock-Other | 1.15% | — | +3.88% | |
| 15 | ENTG | Entegris Inc | Stock-Tech | 1.14% | +0.05% | -0.40% | |
| 16 | SPSC | Sps Commerce Inc | Stock-Tech | 1.13% | -0.07% | EXIT | |
| 17 | NVT | nVent Electric plc | Stock-Industrials | 1.11% | +0.08% | -8.56% | |
| 18 | VVV | Valvoline Inc | Stock-Consumer Disc | 1.10% | — | +1.63% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | +0.18% | +2.22% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.07% | -0.03% | +1.79% | |
| 21 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.05% | -0.06% | +9.35% | |
| 22 | CPRT | Copart Inc | Stock-Industrials | 1.05% | — | -3.23% | |
| 23 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.04% | — | -2.66% | |
| 24 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.04% | — | -15.81% | |
| 25 | EME | Emcor Group Inc | Stock-Industrials | 1.04% | -0.04% | -28.42% | |
| 26 | QLYS | Qualys Inc | Stock-Tech | 1.02% | — | -0.48% | |
| 27 | INTU | Intuit Inc | Stock-Tech | 1.02% | -0.01% | EXIT | |
| 28 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.00% | — | +2.28% | |
| 29 | CTAS | Cintas CORP | Stock-Industrials | 1.00% | -0.04% | +1.44% | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 0.98% | -0.60% | +2.55% | |
| 31 | MLM | Martin Marietta Materials | Stock-Materials | 0.98% | -0.78% | +0.97% | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.97% | -0.29% | +2.29% | |
| 33 | P | Everpure Inc-a | Stock-Tech | 0.97% | -0.09% | — | |
| 34 | STE | STERIS plc | Stock-Healthcare | 0.96% | -0.02% | -1.74% | |
| 35 | SAIA | Saia Inc | Stock-Industrials | 0.95% | — | -1.99% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.95% | -0.52% | +3.33% | |
| 37 | DXCM | Dexcom Inc | Stock-Healthcare | 0.94% | — | +2.56% | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.94% | -0.18% | +13.32% | |
| 39 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.92% | -0.73% | +10.32% | |
| 40 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.91% | -0.03% | -0.63% | |
| 41 | WFRD | Weatherford International plc | Stock-Energy | 0.89% | — | — | |
| 42 | FN | Fabrinet | Stock-Tech | 0.89% | — | -3.09% | |
| 43 | BRO | Brown & Brown Inc | Stock-Financials | 0.88% | — | -1.46% | |
| 44 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.87% | — | +1.26% | |
| 45 | ZTS | Zoetis Inc | Stock-Healthcare | 0.85% | -0.13% | +2.07% | |
| 46 | DSGX | Descartes Systems Grp/the | Stock-Tech | 0.85% | — | — | |
| 47 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.84% | -0.01% | +1.40% | |
| 48 | PEN | Penumbra Inc | Stock-Healthcare | 0.83% | -0.73% | +2322.98% | |
| 49 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.83% | — | -1.89% | |
| 50 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.83% | — | +38.83% |
According to official SEC Form 13F filings, Congress Asset Management Co reported a total U.S. public equity portfolio value of $16.3B across 364 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 8.2% of total reported equity market value during Q2 2024.
During Q2 2024, Congress Asset Management Co's top holdings by market value included NVDA (2.4%)、AAPL (2.2%)、MSFT (1.9%). The largest single position, NVDA, represented 2.4% of total portfolio value.
In Q2 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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