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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 8 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 Congress Mid Cap Growth Fund Inst Class 82,826.0 $1.9M 0.01% +8K +11.4% $22.58
142 JNJ Johnson & Johnson Healthcare 5,359.0 $1.4M 0.01% +1K +37.2% $253.99 +7.5%
143 EVH Evolent Health, Inc. Healthcare 228,692.0 $1.2M 0.01% +2K +1.1% $5.42 -12.9%
144 Congress Small Cap Growth Fund 20,606.0 $1.2M 0.01% +277.0 +1.4% $58.99
145 JANX Janux Therapeutics Inc Healthcare 67,610.0 $1.0M 0.01% +743.0 +1.1% $15.36 +21.1%
146 USFD US Foods Holding Corp Consumer Defensive 6,135.0 $627K 0.00% +2K +43.3% $102.25 +7.0%
Page 8 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%