Congress Asset Management CO Portfolio Holdings
Congress Asset Management CO
- $13.6 Billion
- Q2 2024
Congress Asset Management CO has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $13.6 Billion distributed in 5824 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $330M, Apple Inc. with a value of $303M, Microsoft Corp with a value of $267M, Costco Wholesale Corp with a value of $239M, and Monolithic Power Systems Inc with a value of $200M.
Examining the 13F form we can see an decrease of $51.4M in the current position value, from $13.6B 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: $3.92 Billion
Industrials: $2.3 Billion
Healthcare: $2.07 Billion
Consumer Cyclical: $1.57 Billion
Financial Services: $1.09 Billion
Consumer Defensive: $788 Million
Communication Services: $564 Million
Basic Materials: $562 Million
Other: $714 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 5,824
- Current Value $13.6 Billion
- Prior Value $13.6 Billion
- Filing
- Period Q2 2024
- Filing Date August 02, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 22 stocks
- Additional Purchases 121 stocks
- Sold out of 0 stocks
- Reduced holdings in 200 stocks