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CIK: 0000897378
Total reported value
$16.3B
$16.3B
357 檔
8.6%
As reported in its official Q3 2024 Form 13F filing, Congress Asset Management Co's tracked investment portfolio stood at $16.3B with 357 total positions.
Congress Asset Management Co executed strategic sector rebalancing during Q3 2024, establishing 9 new positions while fully exiting 5 holdings and trimming 18 positions.
Showing top 200 holdings (of 357 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.28% | -0.10% | -0.00% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.21% | +0.10% | -0.34% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 1.76% | +0.18% | +0.24% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.71% | -0.34% | +0.45% | |
| 5 | ONTO | Onto Innovation Inc | Stock-Tech | 1.52% | — | +38.08% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.24% | +0.73% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.22% | +0.22% | -0.21% | |
| 8 | ANETEUR | Arista Networks Inc | Stock-Other | 1.20% | — | +0.45% | |
| 9 | ETN | Eaton Corporation plc | Stock-Industrials | 1.18% | -0.21% | +0.20% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | -0.27% | +0.53% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | +0.07% | -0.32% | |
| 12 | SPSC | Sps Commerce Inc | Stock-Tech | 1.11% | -0.07% | EXIT | |
| 13 | CTAS | Cintas CORP | Stock-Industrials | 1.10% | -0.04% | +295.62% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.10% | -0.03% | -7.85% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | +0.18% | +0.40% | |
| 16 | NOW | Servicenow Inc | Stock-Tech | 1.07% | -0.60% | +0.79% | |
| 17 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.05% | -0.18% | +7.93% | |
| 18 | VVV | Valvoline Inc | Stock-Consumer Disc | 1.04% | — | +2.82% | |
| 19 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.03% | — | -1.57% | |
| 20 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.03% | -0.01% | +0.32% | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.03% | -0.29% | +0.94% | |
| 22 | CW | Curtiss-wright CORP | Stock-Industrials | 1.03% | -0.18% | +136.80% | |
| 23 | EME | Emcor Group Inc | Stock-Industrials | 0.98% | -0.04% | -15.36% | |
| 24 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.98% | -0.73% | +3.20% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.97% | -0.52% | +1.22% | |
| 26 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.97% | -0.06% | -1.20% | |
| 27 | SNPS | Synopsys Inc | Stock-Tech | 0.97% | -0.04% | +0.23% | |
| 28 | BRO | Brown & Brown Inc | Stock-Financials | 0.96% | — | -1.10% | |
| 29 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.96% | — | +490.45% | |
| 30 | HALO | Halozyme Therapeutics Inc | Stock-Healthcare | 0.95% | — | +446.45% | |
| 31 | RMD | Resmed Inc | Stock-Healthcare | 0.94% | — | -0.84% | |
| 32 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.94% | -0.12% | +0.10% | |
| 33 | CPRT | Copart Inc | Stock-Industrials | 0.94% | — | -2.71% | |
| 34 | MLM | Martin Marietta Materials | Stock-Materials | 0.93% | -0.78% | +0.49% | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.92% | -0.01% | EXIT | |
| 36 | ZTS | Zoetis Inc | Stock-Healthcare | 0.92% | -0.13% | +0.45% | |
| 37 | DT | Dynatrace Inc | Stock-Tech | 0.91% | -0.48% | EXIT | |
| 38 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.91% | +0.03% | -40.72% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.88% | -0.02% | +829.04% | |
| 40 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.87% | -0.29% | +3.00% | |
| 41 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.87% | — | +1.49% | |
| 42 | CR | Crane Co | Stock-Industrials | 0.86% | +0.05% | -28.02% | |
| 43 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.85% | — | +0.33% | |
| 44 | DSGX | Descartes Systems Grp/the | Stock-Tech | 0.85% | — | -0.80% | |
| 45 | ECL | Ecolab Inc | Stock-Materials | 0.85% | -0.12% | +1.31% | |
| 46 | PEN | Penumbra Inc | Stock-Healthcare | 0.84% | -0.73% | -0.99% | |
| 47 | NVT | nVent Electric plc | Stock-Industrials | 0.83% | +0.08% | -14.17% | |
| 48 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.83% | — | — | |
| 49 | POOL | Pool CORP | Stock-Industrials | 0.83% | -0.08% | EXIT | |
| 50 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.82% | — | -1.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USFD | US Foods Holding CORP | +0.8% | NEW | New buy |
| 2 | AEO | American Eagle Outfitters | +0.8% | NEW | New buy |
| 3 | GS | Goldman Sachs Group Inc | +0.8% | +829.04% | Add |
| 4 | HALO | Halozyme Therapeutics Inc | +0.8% | +446.45% | Add |
| 5 | CMG | Chipotle Mexican Grill Inc | +0.8% | NEW | New buy |
| 6 | ATR | Aptargroup Inc | +0.7% | NEW | New buy |
| 7 | PTC | Ptc Inc | +0.7% | +767.77% | Add |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.7% | +743.70% | Add |
| 9 | CW | Curtiss-wright CORP | +0.7% | +136.80% | Add |
| 10 | PANW | Palo Alto Networks Inc | +0.7% | NEW | New buy |
| 11 | CRTO | Criteo Sa-spon Adr | +0.3% | NEW | New buy |
| 12 | BOX | Box Inc - Class A | +0.3% | NEW | New buy |
| 13 | LRN | Stride Inc | +0.3% | NEW | New buy |
| 14 | ONTO | Onto Innovation Inc | +0.3% | +38.08% | Add |
| 15 | DT | Dynatrace Inc | +0.3% | +23.87% | Add |
| 16 | OII | Oceaneering Intl Inc | +0.3% | NEW | New buy |
| 17 | SHW | Sherwin-williams Co/the | +0.2% | +0.32% | Add |
| 18 | CVLT | Commvault Systems Inc | +0.2% | +29.36% | Add |
| 19 | HWM | Howmet Aerospace Inc | +0.2% | +3.00% | Add |
| 20 | STRL | Sterling Infrastructure Inc | +0.2% | +19.14% | Add |
| 21 | RMD | Resmed Inc | +0.2% | -0.84% | Trim |
| 22 | COO | Cooper Cos Inc/the | +0.2% | +0.10% | Add |
| 23 | IWP | Ishares Russell Mid-cap Grow | +0.2% | +122.81% | Add |
| 24 | AAPL | Apple Inc | +0.1% | -0.00% | Trim |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +0.73% | Add |
| 26 | ORLY | O'reilly Automotive Inc | +0.1% | +7.93% | Add |
| 27 | CTAS | Cintas CORP | +0.1% | +295.62% | Add |
| 28 | CHUYUSD | Chuy's Holdings Inc | -0.2% | EXIT | Sold out |
| 29 | PGNY | Progyny Inc | -0.2% | EXIT | Sold out |
| 30 | SNPS | Synopsys Inc | -0.2% | +0.23% | Add |
| 31 | CLB | Core Laboratories Inc | -0.3% | EXIT | Sold out |
| 32 | NVT | nVent Electric plc | -0.3% | -14.17% | Trim |
| 33 | CR | Crane Co | -0.3% | -28.02% | Trim |
| 34 | ELF | Elf Beauty Inc | -0.3% | +14.16% | Add |
| 35 | P | Everpure Inc-a | -0.3% | -10.49% | Trim |
| 36 | WSC | Willscot Holdings CORP | -0.4% | EXIT | Sold out |
| 37 | WFRD | Weatherford International plc | -0.4% | -11.25% | Trim |
| 38 | QLYS | Qualys Inc | -0.4% | -26.35% | Trim |
| 39 | DV | Doubleverify Holdings Inc | -0.4% | EXIT | Sold out |
| 40 | CME | Cme Group Inc | -0.5% | -84.39% | Trim |
| 41 | MPWR | Monolithic Power Systems Inc | -0.5% | -40.72% | Trim |
| 42 | KEYS | Keysight Technologies In | -0.6% | -98.19% | Trim |
| 43 | PG | Procter & Gamble Co/the | -0.7% | -93.43% | Trim |
| 44 | ROP | Roper Technologies Inc | -0.7% | -92.79% | Trim |
| 45 | DRI | Darden Restaurants Inc | -0.8% | -97.70% | Trim |
| 46 | STE | STERIS plc | -0.8% | -81.74% | Trim |
| 47 | AVY | Avery Dennison CORP | -0.8% | -85.84% | Trim |
| 48 | FCX | Freeport-mcmoran Inc | -0.9% | -98.28% | Trim |
| 49 | DXCM | Dexcom Inc | -0.9% | -97.90% | Trim |
| 50 | ENTG | Entegris Inc | -1% | -88.59% | Trim |
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 Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 8.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
USFD
市值: $121.2M
Top Position Liquidated / Trimmed
DV
前期市值: $61.5M
During Q3 2024, Congress Asset Management Co's top holdings by market value included AAPL (2.3%)、NVDA (2.2%)、MSFT (1.8%). The largest single position, AAPL, represented 2.3% of total portfolio value.
In Q3 2024, Congress Asset Management Co made 50 total portfolio adjustments, initiating 9 new buys, adding to 18 positions, trimming 18 holdings, and fully liquidating 5 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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