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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
MSFTMicrosoft Corp Com
Recent Activity
Increased 0.24%
1.76%
$257.613M
598,682 shares@ $430.31 avg price
COSTCostco Whsl Corp New Com
Recent Activity
Increased 0.46%
1.72%
$250.905M
283,022 shares@ $886.52 avg price
ONTOOnto Innovation Inc
Recent Activity
Increased 38.09%
1.52%
$222.67M
1.073M shares@ $207.57 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 0.73%
1.33%
$195.066M
340,762 shares@ $572.44 avg price
LLYEli Lilly & Co Com
Recent Activity
Decreased -0.21%
1.22%
$178.673M
201,677 shares@ $885.94 avg price
ANETArista Networks Inc Com
Recent Activity
Increased 0.45%
1.21%
$176.444M
459,704 shares@ $383.82 avg price
ETNEaton Corp Plc Shs
Recent Activity
Increased 0.21%
1.18%
$172.813M
521,400 shares@ $331.44 avg price
AMZNAmazon Com Inc Com
Recent Activity
Increased 0.53%
1.18%
$172.653M
926,597 shares@ $186.33 avg price