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Portfolio (Quarterly) Guide ↗

CONGRESS ASSET MANAGEMENT CO

· CIK 0000897378
13F Portfolio $16.3B AUM 376 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 146 Added 174 Reduced 73 Exited
Page 5 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CCJ Cameco Corporation Energy 132,954.0 $13.5M 0.08% +674.0 +0.5% $101.86 +0.4%
82 HE Hawaiian Electric Industries, Inc. Utilities 996,265.0 $13.5M 0.08% +7K +0.7% $13.53 -15.7%
83 HIW Highwoods Properties, Inc. Real Estate 444,745.0 $13.4M 0.08% +5K +1.1% $30.16 +5.3%
84 EXLS ExlService Holdings Inc. Technology 505,204.0 $13.1M 0.08% +3K +0.6% $25.86 +45.6%
85 TDS Telephone and Data Systems Inc. Communication Services 352,497.0 $13.0M 0.08% +74K +26.6% $37.01 -10.6%
86 BOH Bank of Hawaii Corp. Financial Services 158,975.0 $13.0M 0.08% +16K +11.3% $81.49 -5.7%
87 BKU BankUnited Inc. Financial Services 251,247.0 $12.2M 0.07% +3K +1.0% $48.45 -4.5%
88 POWL Powell Industries Inc. Industrials 42,456.0 $12.2M 0.07% +28K +203.1% $286.36 -34.0%
89 TNGX Tango Therapeutics Inc. Healthcare 380,746.0 $11.9M 0.07% +39K +11.5% $31.26 -21.6%
90 THG The Hanover Insurance Group, Inc. Financial Services 55,427.0 $11.9M 0.07% +560.0 +1.0% $214.12 +6.2%
91 BLBD Blue Bird Corp. Consumer Cyclical 149,412.0 $11.8M 0.07% +19K +14.7% $78.96 -25.3%
92 CENX Century Aluminum Company Basic Materials 255,636.0 $11.8M 0.07% +2K +0.9% $46.01 -5.1%
93 RLAY Relay Therapeutics Inc Healthcare 626,141.0 $11.7M 0.07% +7K +1.2% $18.71 +5.6%
94 AVA Avista Corporation Utilities 273,449.0 $11.2M 0.07% +181K +196.7% $40.91 -7.3%
95 HLIO Helios Technologies Inc Industrials 125,225.0 $11.2M 0.07% +55K +78.0% $89.25 -17.1%
96 FNB F N B Corp (Pennsylvania) Financial Services 575,445.0 $11.0M 0.07% +33K +6.0% $19.08 -3.1%
97 NSSC NAPCO Security Technologies Inc. Industrials 285,462.0 $10.8M 0.07% +33K +13.1% $37.98 -1.0%
98 CNX CNX Resources Corporation Energy 315,210.0 $10.7M 0.07% +3K +1.0% $33.93 +7.5%
99 WAFD WaFd Inc Financial Services 277,892.0 $10.7M 0.07% +3K +1.0% $38.37 -5.4%
100 GPI Group 1 Automotive, Inc. Consumer Cyclical 35,151.0 $10.2M 0.06% +403.0 +1.2% $291.17 -10.9%
Page 5 of 8  ·  146 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.2%
Industrials 17.3%
Healthcare 12.3%
Consumer Cyclical 11.0%
Financial Services 8.7%
Communication Services 5.6%
Consumer Defensive 3.7%
Basic Materials 2.8%
Energy 2.4%
Utilities 2.0%