Congress Asset Management CO Portfolio Holdings
Congress Asset Management CO
- $14.3 Billion
- Q4 2024
Congress Asset Management CO has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $14.3 Billion distributed in 6176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $362M, Nvidia Corp with a value of $359M, Microsoft Corp with a value of $279M, Costco Wholesale Corp with a value of $255M, and Ollie'S Bargain Outlet Holdings, Inc. with a value of $210M.
Examining the 13F form we can see an decrease of $51.5M in the current position value, from $14.3B to 14.3B.
Below you can find more details about Congress Asset Management CO portfolio as well as his latest detailed transactions.
Portfolio value
$14.3 Billion
Technology: $4 Billion
Industrials: $2.08 Billion
Healthcare: $1.97 Billion
Consumer Cyclical: $1.58 Billion
Financial Services: $1.49 Billion
Consumer Defensive: $1.09 Billion
Communication Services: $775 Million
Energy: $482 Million
Other: $805 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 6,176
- Current Value $14.3 Billion
- Prior Value $14.3 Billion
- Filing
- Period Q4 2024
- Filing Date January 30, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 45 stocks
- Additional Purchases 193 stocks
- Sold out of 0 stocks
- Reduced holdings in 132 stocks