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CIK: 0000897378
Total reported value
$16.3B
$16.3B
386 檔
9.0%
At the close of Q4 2024, Congress Asset Management Co disclosed equity holdings valued at approximately $16.3B, spread across 386 reported holdings.
Congress Asset Management Co executed strategic sector rebalancing during Q4 2024, establishing 10 new positions while fully exiting 3 holdings and trimming 21 positions.
Showing top 200 holdings (of 386 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.44% | -0.10% | +0.46% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.43% | +0.10% | +0.37% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | +0.18% | +10.54% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.72% | -0.34% | -1.82% | |
| 5 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 1.42% | -0.27% | +181.61% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.41% | +0.07% | +7.41% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | -0.27% | +0.05% | |
| 8 | ANET | Arista Networks Inc | Stock-Tech | 1.37% | -0.29% | — | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | -0.24% | +1.62% | |
| 10 | NOW | Servicenow Inc | Stock-Tech | 1.27% | -0.60% | +1.00% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.26% | +0.18% | +1.11% | |
| 12 | ETN | Eaton Corporation plc | Stock-Industrials | 1.18% | -0.21% | +0.58% | |
| 13 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 1.12% | — | +94.94% | |
| 14 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.09% | -0.29% | +0.12% | |
| 15 | CW | Curtiss-wright CORP | Stock-Industrials | 1.06% | -0.18% | -3.76% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.05% | -0.03% | +0.38% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.22% | -0.51% | |
| 18 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.04% | -0.73% | +0.21% | |
| 19 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.04% | — | -14.52% | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.02% | -0.02% | +1.17% | |
| 21 | SPSC | Sps Commerce Inc | Stock-Tech | 1.01% | -0.07% | EXIT | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.00% | -0.52% | +1.07% | |
| 23 | CTAS | Cintas CORP | Stock-Industrials | 0.99% | -0.04% | +2.46% | |
| 24 | PEN | Penumbra Inc | Stock-Healthcare | 0.98% | -0.73% | -4.48% | |
| 25 | RJF | Raymond James Financial Inc | Stock-Financials | 0.96% | -0.06% | -5.93% | |
| 26 | EME | Emcor Group Inc | Stock-Industrials | 0.95% | -0.04% | -7.49% | |
| 27 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.95% | -0.29% | +0.95% | |
| 28 | INTU | Intuit Inc | Stock-Tech | 0.93% | -0.01% | EXIT | |
| 29 | SNPS | Synopsys Inc | Stock-Tech | 0.92% | -0.04% | -0.63% | |
| 30 | DSGX | Descartes Systems Grp/the | Stock-Tech | 0.91% | — | -2.58% | |
| 31 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.90% | -0.01% | -0.69% | |
| 32 | CPRT | Copart Inc | Stock-Industrials | 0.90% | — | -11.38% | |
| 33 | MLM | Martin Marietta Materials | Stock-Materials | 0.89% | -0.78% | +0.37% | |
| 34 | BRO | Brown & Brown Inc | Stock-Financials | 0.88% | — | -6.40% | |
| 35 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.88% | — | +1.19% | |
| 36 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.87% | — | -3.50% | |
| 37 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.86% | -0.18% | -19.55% | |
| 38 | DT | Dynatrace Inc | Stock-Tech | 0.85% | -0.48% | EXIT | |
| 39 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.85% | -0.06% | -16.56% | |
| 40 | PTC | Ptc Inc | Stock-Tech | 0.84% | -0.18% | EXIT | |
| 41 | VVV | Valvoline Inc | Stock-Consumer Disc | 0.84% | — | -6.53% | |
| 42 | PH | Parker Hannifin CORP | Stock-Industrials | 0.82% | -0.10% | +15.51% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.82% | -0.07% | +1.58% | |
| 44 | P | Everpure Inc-a | Stock-Tech | 0.81% | -0.09% | +4.04% | |
| 45 | RMD | Resmed Inc | Stock-Healthcare | 0.81% | — | -7.67% | |
| 46 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.80% | — | -0.30% | |
| 47 | ECL | Ecolab Inc | Stock-Materials | 0.79% | -0.12% | +2.00% | |
| 48 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.78% | — | +1.42% | |
| 49 | CR | Crane Co | Stock-Industrials | 0.78% | +0.05% | -5.27% | |
| 50 | SAIA | Saia Inc | Stock-Industrials | 0.77% | — | -8.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.4% | NEW | New buy |
| 2 | OLLI | Ollie's Bargain Outlet Holdi | +1% | +181.61% | Add |
| 3 | GDDY | Godaddy Inc - Class A | +0.8% | NEW | New buy |
| 4 | BKR | Baker Hughes Co | +0.7% | NEW | New buy |
| 5 | DXCM | Dexcom Inc | +0.7% | +5456.91% | Add |
| 6 | DELL | Dell Technologies -c | +0.7% | NEW | New buy |
| 7 | SFM | Sprouts Farmers Market Inc | +0.6% | +94.94% | Add |
| 8 | SHOP | Shopify Inc - Class A | +0.6% | NEW | New buy |
| 9 | MKTX | Marketaxess Holdings Inc | +0.5% | NEW | New buy |
| 10 | IDCC | Interdigital Inc | +0.4% | NEW | New buy |
| 11 | ACIW | Aci Worldwide Inc | +0.4% | NEW | New buy |
| 12 | PRIM | Primoris Services CORP | +0.3% | NEW | New buy |
| 13 | RMBS | Rambus Inc | +0.3% | NEW | New buy |
| 14 | IWP | Ishares Russell Mid-cap Grow | +0.3% | +86.76% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.3% | +7.41% | Add |
| 16 | NVDA | Nvidia CORP | +0.2% | +0.37% | Add |
| 17 | NOW | Servicenow Inc | +0.2% | +1.00% | Add |
| 18 | AMZN | Amazon.com Inc | +0.2% | +0.05% | Add |
| 19 | NFLX | Netflix Inc | +0.2% | +1.58% | Add |
| 20 | P | Everpure Inc-a | +0.2% | +4.04% | Add |
| 21 | VCEL | Vericel CORP | +0.2% | +12.57% | Add |
| 22 | AAPL | Apple Inc | +0.2% | +0.46% | Add |
| 23 | V | Visa Inc-class A Shares | +0.2% | +1.11% | Add |
| 24 | CRM | Salesforce Inc | +0.2% | +5.47% | Add |
| 25 | RJF | Raymond James Financial Inc | +0.2% | -5.93% | Trim |
| 26 | ELF | Elf Beauty Inc | +0.2% | +21.33% | Add |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | +1.17% | Add |
| 28 | LLY | Eli Lilly & Co | -0.2% | -0.51% | Trim |
| 29 | ORLY | O'reilly Automotive Inc | -0.2% | -19.55% | Trim |
| 30 | WFRD | Weatherford International plc | -0.2% | -27.79% | Trim |
| 31 | VVV | Valvoline Inc | -0.2% | -6.53% | Trim |
| 32 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -21.97% | Trim |
| 33 | COO | Cooper Cos Inc/the | -0.2% | -7.16% | Trim |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.3% | -23.54% | Trim |
| 35 | MGPI | Mgp Ingredients Inc | -0.3% | EXIT | Sold out |
| 36 | BAH | Booz Allen Hamilton Holdings | -0.3% | -9.87% | Trim |
| 37 | HALO | Halozyme Therapeutics Inc | -0.3% | -19.47% | Trim |
| 38 | AEO | American Eagle Outfitters | -0.4% | -21.55% | Trim |
| 39 | MPWR | Monolithic Power Systems Inc | -0.4% | -9.38% | Trim |
| 40 | ICFI | Icf International Inc | -0.4% | -98.35% | Trim |
| 41 | FIX | Comfort Systems USA Inc | -0.4% | -62.61% | Trim |
| 42 | CRL | Charles River Laboratories | -0.6% | -98.99% | Trim |
| 43 | ULTA | Ulta Beauty Inc | -0.7% | EXIT | Sold out |
| 44 | ZTS | Zoetis Inc | -0.7% | -66.86% | Trim |
| 45 | XOM | Exxon Mobil CORP | -0.7% | -89.78% | Trim |
| 46 | HO1 | Hologic Inc | -0.7% | -98.27% | Trim |
| 47 | POOL | Pool CORP | -0.7% | -87.62% | Trim |
| 48 | FN | Fabrinet | -0.8% | -96.58% | Trim |
| 49 | ONTO | Onto Innovation Inc | -1% | -54.49% | Trim |
| 50 | ANETEUR | Arista Networks Inc | -1.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Congress Asset Management Co reported a total U.S. public equity portfolio value of $16.3B across 386 disclosed positions in Q4 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 9.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $203.3M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $176.4M
During Q4 2024, Congress Asset Management Co's top holdings by market value included AAPL (2.4%)、NVDA (2.4%)、MSFT (1.9%). The largest single position, AAPL, represented 2.4% of total portfolio value.
In Q4 2024, Congress Asset Management Co made 50 total portfolio adjustments, initiating 10 new buys, adding to 16 positions, trimming 21 holdings, and fully liquidating 3 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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