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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 2 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CRY Artivion Inc 127,103 $4.7M 0.03% SOLD
22 HL Hecla Mining Company Basic Materials 206,892 $3.9M 0.03% SOLD
23 ACAD Acadia Pharmaceuticals Inc Healthcare 160,794 $3.6M 0.03% SOLD
24 CDNL Cardinal Infrastructure Group Inc. Industrials 87,372 $3.5M 0.03% SOLD
25 LRN Stride Inc Consumer Defensive 36,138 $3.2M 0.02% SOLD
26 STEP StepStone Group Inc Financial Services 62,909 $3.0M 0.02% SOLD
27 TPC Tutor Perini Corporation Industrials 37,751 $2.9M 0.02% SOLD
28 PLNT Planet Fitness Inc. Consumer Cyclical 38,638 $2.9M 0.02% SOLD
29 SMTC Semtech Corporation Technology 36,978 $2.8M 0.02% SOLD
30 VSEC VSE Corp. Industrials 15,327 $2.8M 0.02% SOLD
31 SITE Siteone Landscape Supply Inc Industrials 19,547 $2.6M 0.02% SOLD
32 VCYT Veracyte Inc Healthcare 76,627 $2.5M 0.02% SOLD
33 SIMO Silicon Motion Technology Corp. Technology 20,674 $2.3M 0.02% SOLD
34 RDNT Radnet Inc Healthcare 40,631 $2.3M 0.02% SOLD
35 LOAR Loar Holdings Inc Industrials 36,701 $2.1M 0.01% SOLD
36 UPST Upstart Holdings Inc Financial Services 76,407 $2.0M 0.01% SOLD
37 IRTC iRhythm Holdings Inc. Healthcare 16,461 $1.9M 0.01% SOLD
38 PI Impinj Inc Technology 17,668 $1.8M 0.01% SOLD
39 FA First Advantage Corp New Industrials 147,666 $1.7M 0.01% SOLD
40 CDRE Cadre Holdings Inc. Industrials 54,364 $1.7M 0.01% SOLD
Page 2 of 4  ·  73 positions
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%