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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
TDYTeledyne Technologies Inc Com
Recent Activity
Increased 0.67%
0.82%
$120.255M
274,769 shares@ $437.66 avg price
SAIASaia Inc
Recent Activity
Decreased -1.69%
0.82%
$119.906M
274,222 shares@ $437.26 avg price
PTCPtc Inc
Recent Activity
Increased 767.77%
0.82%
$119.746M
662,826 shares@ $180.66 avg price
AEOAmerican Eagle Outfitters
Recent Activity
New Position
0.82%
$119.691M
5.346M shares@ $22.4 avg price
RJFRaymond James Finl Inc Com
Recent Activity
Increased 8.72%
0.82%
$119.472M
975,601 shares@ $122.46 avg price
FNFabrinet
Recent Activity
Decreased -1.82%
0.81%
$117.897M
498,633 shares@ $236.44 avg price
CHDChurch & Dwight Co Inc Com
Recent Activity
Decreased -1.72%
0.79%
$114.872M
1.097M shares@ $104.73 avg price
FDSFactset Reasearch Systems Inc
Recent Activity
Decreased -0.55%
0.78%
$114.177M
248,293 shares@ $459.85 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 0.94%
0.76%
$111.218M
948,796 shares@ $117.22 avg price
TTDThe Trade Desk Inc Com Cl A
Recent Activity
Increased 0.5%
0.76%
$110.527M
1.008M shares@ $109.65 avg price