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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
WFRDWeatherford International Plc
Recent Activity
Decreased -11.24%
0.53%
$76.73M
903,555 shares@ $84.92 avg price
CVLTCommvault Systems Inc
Recent Activity
Increased 29.37%
0.52%
$75.719M
492,162 shares@ $153.86 avg price
CSWICsw Industrials Inc
Recent Activity
Increased 3.78%
0.51%
$74.616M
203,651 shares@ $366.4 avg price
SFMSprouts Farmers Market Inc
Recent Activity
Decreased -22.58%
0.51%
$73.56M
666,245 shares@ $110.41 avg price
OLLIOllies Bargain Outlt Hldgs Inc
Recent Activity
Increased 12.09%
0.46%
$66.153M
680,590 shares@ $97.2 avg price
LMATLemaitre Vascular Inc
Recent Activity
Increased 2.65%
0.45%
$65.888M
709,316 shares@ $92.9 avg price
BMIBadger Meter Inc
Recent Activity
Increased 2.78%
0.44%
$64.437M
295,027 shares@ $218.42 avg price
ITGRInteger Holdings Corporation
Recent Activity
Increased 3.9%
0.44%
$63.542M
488,785 shares@ $130.0 avg price
PBHPrestige Consumer Healthcare I
Recent Activity
Increased 7.78%
0.43%
$62.375M
865,123 shares@ $72.1 avg price
MOG.AMoog Inc Class A
Recent Activity
Increased 2.27%
0.42%
$61.57M
304,772 shares@ $202.03 avg price