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Bryce Moody

@Congress Asset Management Co

Latest period2024 - Q3ReportedManaged Assets$14.667BTotal holdings357
Assets growth rate5.11%Assets growth rate (2-Q avg)2.32%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Congress Asset Management Co's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 357 positions.

Assets under management

The assets under management (AUM) of Congress Asset Management Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 14.667B in assets, with a quarterly growth rate of 5.11% and a 2-quarter average growth rate of 2.32%. The portfolio is managed by Bryce Moody, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc Com
Recent Activity
Decreased 0%
2.29%
$335.036M
1.438M shares@ $233.01 avg price
NVDANvidia Corporation Com
Recent Activity
Decreased -0.34%
2.21%
$323.698M
2.665M shares@ $121.45 avg price
LLYEli Lilly & Co Com
Recent Activity
Decreased -0.21%
1.22%
$178.673M
201,677 shares@ $885.94 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Decreased -0.31%
1.16%
$170.084M
1.026M shares@ $165.86 avg price
HDHome Depot Inc Com
Recent Activity
Decreased -7.84%
1.1%
$161.243M
397,934 shares@ $405.2 avg price
BAHBooz Allen Hamilton Hldg Corp
Recent Activity
Decreased -1.57%
1.04%
$151.537M
931,047 shares@ $162.76 avg price
EMEEmcor Group Inc Com
Recent Activity
Decreased -15.36%
0.99%
$144.322M
335,218 shares@ $430.54 avg price
CASYCaseys General Stores Inc
Recent Activity
Decreased -1.19%
0.98%
$142.871M
380,268 shares@ $375.72 avg price
BROBrown & Brown Inc
Recent Activity
Decreased -1.1%
0.97%
$141.104M
1.362M shares@ $103.6 avg price
RMDResmed Inc Com
Recent Activity
Decreased -0.84%
0.95%
$138.53M
567,468 shares@ $244.13 avg price