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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
IBMInternational Business Machs C
Recent Activity
New Position
0.09%
$11.809M
53,414 shares@ $221.08 avg price
OKTAOkta Inc
Recent Activity
New Position
0.04%
$5.833M
78,461 shares@ $74.35 avg price
SEISolaris Energy Infrastructure
Recent Activity
New Position
0.04%
$5.597M
438,620 shares@ $12.76 avg price
SMARSmartsheet Inc
Recent Activity
New Position
0.03%
$3.666M
66,230 shares@ $55.37 avg price
MLTXMoonlake Immunotherapeutics
Recent Activity
New Position
0.03%
$3.36M
66,641 shares@ $50.42 avg price
LUMNLumen Technologies Inc
Recent Activity
New Position
0.02%
$2.592M
365,131 shares@ $7.1 avg price
MTHMeritage Homes Corporation
Recent Activity
New Position
0.02%
$2.462M
12,008 shares@ $205.08 avg price
LRCXLam Research Corp Com
Recent Activity
New Position
0.01%
$306,307
375 shares@ $816.82 avg price
PNCPnc Finl Svcs Group Inc Com
Recent Activity
New Position
0.01%
$236,573
1,280 shares@ $184.83 avg price
AMTAmerican Tower Corp New Com
Recent Activity
New Position
0.01%
$224,420
965 shares@ $232.56 avg price