test

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
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Decreased -0.31%
1.16%
$170.084M
1.026M shares@ $165.86 avg price
SPSCSps Commerce Inc Com
Recent Activity
Increased 0.13%
1.12%
$163.344M
841,243 shares@ $194.18 avg price
CTASCintas Corp Com
Recent Activity
Increased 295.63%
1.11%
$161.531M
784,589 shares@ $205.89 avg price
HDHome Depot Inc Com
Recent Activity
Decreased -7.84%
1.1%
$161.243M
397,934 shares@ $405.2 avg price
VVisa Inc Com Cl A
Recent Activity
Increased 0.4%
1.1%
$160.874M
585,102 shares@ $274.96 avg price
NOWServicenow Inc Com
Recent Activity
Increased 0.8%
1.08%
$157.388M
175,973 shares@ $894.39 avg price
ORLYOreilly Automotive Inc Com
Recent Activity
Increased 7.94%
1.06%
$154.182M
133,885 shares@ $1151.6 avg price
VVVValvoline Inc
Recent Activity
Increased 2.83%
1.05%
$153.032M
3.657M shares@ $41.85 avg price
BAHBooz Allen Hamilton Hldg Corp
Recent Activity
Decreased -1.57%
1.04%
$151.537M
931,047 shares@ $162.76 avg price
SHWSherwin Williams Co Com
Recent Activity
Increased 0.33%
1.04%
$151.083M
395,847 shares@ $381.68 avg price