Congress Asset Management CO has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $13.6 Billion distributed in 5712 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $289M, Microsoft Corp with a value of $249M, Apple Inc. with a value of $243M, Darden Restaurants Inc with a value of $234M, and Costco Wholesale Corp with a value of $204M.
Examining the 13F form we can see an increase of $1.33B in the current position value, from $12.3B to 13.6B.
Below you can find more details about Congress Asset Management CO portfolio as well as his latest detailed transactions.
Portfolio value
$13.6 Billion
Technology: $3.79 Billion
Industrials: $2.47 Billion
Healthcare: $2.2 Billion
Consumer Cyclical: $1.72 Billion
Financial Services: $1.04 Billion
Consumer Defensive: $703 Million
Energy: $599 Million
Basic Materials: $502 Million
Other: $601 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions