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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 4 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADI Analog Devices Inc. Technology 82,159.0 $26.1M 0.19% -2K -2.1% $318.14 +27.0%
62 Congress Large Cap Growth Fund - Inst. Cl 555,357.0 $25.2M 0.18% -50K -8.2% $45.39
63 HD Home Depot Inc. Consumer Cyclical 74,780.0 $24.6M 0.18% -17K -18.2% $328.89 -5.8%
64 AZTA Azenta Inc Healthcare 1,145,635.0 $24.2M 0.17% -140K -10.9% $21.13 +7.5%
65 DELL Dell Technologies Inc Technology 146,071.0 $24.0M 0.17% -942K -86.6% $164.13 +144.2%
66 NFLX Netflix, Inc. Communication Services 235,250.0 $22.6M 0.16% -1.1M -83.0% $96.15 -14.1%
67 GOOG Alphabet Inc. Communication Services 73,391.0 $21.1M 0.15% -962.0 -1.3% $286.86 +25.9%
68 CME CME Group Inc. Financial Services 65,281.0 $19.3M 0.14% -1K -2.0% $295.35 -14.7%
69 SYK Stryker Corporation Healthcare 57,847.0 $19.0M 0.14% -365.0 -0.6% $328.59 -8.2%
70 TEL TE Connectivity PLC Technology 90,234.0 $18.9M 0.14% -2K -1.7% $209.02 -1.6%
71 CSCO Cisco Systems, Inc. Technology 239,838.0 $18.6M 0.13% -5K -2.0% $77.59 +60.0%
72 ELF E L F Beauty Inc Consumer Defensive 299,734.0 $18.2M 0.13% -71K -19.2% $60.61 -13.7%
73 ALL The Allstate Corporation Financial Services 82,832.0 $17.2M 0.12% -1K -1.6% $207.34 +3.7%
74 MCD McDonald's Corp. Consumer Cyclical 48,839.0 $15.2M 0.11% -909.0 -1.8% $310.79 -10.6%
75 TILE Interface, Inc. Consumer Cyclical 546,709.0 $13.6M 0.10% -2.1M -79.2% $24.92 +22.4%
76 GRMN Garmin Ltd Technology 56,528.0 $13.1M 0.09% -190K -77.1% $232.01 +1.4%
77 PSTG Everpure Inc. Technology 218,533.0 $12.9M 0.09% -709K -76.4% $59.04 +33.0%
78 XOM Exxon Mobil Corp. Energy 47,622.0 $8.1M 0.06% -707.0 -1.5% $169.66 -11.6%
79 SNPS Synopsys Inc Technology 20,279.0 $8.0M 0.06% -241K -92.2% $396.48 +19.4%
80 Praxis Precision Medicines Inc 24,839.0 $8.0M 0.06% -6K -20.5% $322.19
Page 4 of 8  ·  143 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 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%