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Portfolio (Quarterly) Guide ↗

CONGRESS ASSET MANAGEMENT CO

· CIK 0000897378
13F Portfolio $14.0B AUM 417 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 60 New 178 Added 143 Reduced 24 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 DHR Danaher Corporation Healthcare 980 $224K 0.00% SOLD
22 A Agilent Technologies Inc. Healthcare 1,643 $224K 0.00% SOLD
23 XLY Select Sector Spdr Trust STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 1,776 $212K 0.00% SOLD
24 VRSK Verisk Analytics, Inc. Industrials 925 $207K 0.00% SOLD
Page 2 of 2  ·  24 positions
Sector Allocation
Technology 28.0%
Industrials 18.5%
Healthcare 13.3%
Consumer Cyclical 13.0%
Financial Services 8.5%
Communication Services 5.6%
Basic Materials 3.8%
Consumer Defensive 3.7%
Energy 2.1%
Utilities 1.9%