Congress Asset Management CO Portfolio Holdings
Congress Asset Management CO
- $14.3 Billion
- Q3 2024
Congress Asset Management CO has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $14.3 Billion distributed in 5712 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $335M, Nvidia Corp with a value of $324M, Microsoft Corp with a value of $258M, Costco Wholesale Corp with a value of $251M, and Onto Innovation Inc. with a value of $223M.
Examining the 13F form we can see an increase of $741M in the current position value, from $13.6B 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: $3.94 Billion
Industrials: $2.35 Billion
Healthcare: $2.28 Billion
Consumer Cyclical: $1.75 Billion
Financial Services: $1.3 Billion
Consumer Defensive: $847 Million
Communication Services: $629 Million
Energy: $530 Million
Other: $707 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 5,712
- Current Value $14.3 Billion
- Prior Value $13.6 Billion
- Filing
- Period Q3 2024
- Filing Date October 28, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 21 stocks
- Additional Purchases 127 stocks
- Sold out of 0 stocks
- Reduced holdings in 184 stocks