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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 4 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CTAS Cintas Corporation Industrials 184,100.0 $31.3M 0.19% -6K -3.0% $170.08 +21.9%
62 MEDP Medpace Holdings Inc. Healthcare 58,479.0 $31.0M 0.19% -2K -2.8% $529.59 +17.1%
63 BJ BJ Wholesale Club Holdings Inc Consumer Defensive 350,487.0 $30.6M 0.19% -19K -5.0% $87.22 +12.9%
64 ACMR Acm Research Inc Technology 223,855.0 $28.4M 0.17% -116K -34.1% $126.89 -39.0%
65 LECO Lincoln Electric Holdings Inc. Industrials 102,989.0 $27.3M 0.17% -3K -2.4% $265.51 +6.3%
66 CSCO Cisco Systems, Inc. Technology 231,404.0 $27.2M 0.17% -8K -3.5% $117.46 -6.2%
67 HD Home Depot Inc. Consumer Cyclical 69,579.0 $24.5M 0.15% -5K -7.0% $352.68 -4.3%
68 DOCN DigitalOcean Holdings Inc Technology 155,865.0 $24.5M 0.15% -47K -23.2% $157.03 -29.0%
69 RRC Range Resources Corp. Energy 630,278.0 $23.4M 0.14% -23K -3.5% $37.19 +10.9%
70 HWKN Hawkins Inc Basic Materials 160,983.0 $22.9M 0.14% -4K -2.7% $142.10 -17.1%
71 IWP iShares Trust RUS MD CP GR ETF 154,279.0 $22.6M 0.14% -157K -50.4% $146.41 -3.2%
72 GOOG Alphabet Inc. 63,061.0 $22.3M 0.14% -10K -14.1% $353.33
73 ELF E L F Beauty Inc Consumer Defensive 283,687.0 $21.0M 0.13% -16K -5.3% $74.00 +43.2%
74 AMGN Amgen Inc. Healthcare 57,526.0 $20.8M 0.13% -1K -1.9% $362.12 +22.6%
75 LIN Linde PLC Basic Materials 35,950.0 $18.7M 0.12% -1K -3.0% $518.94 -5.6%
76 TEL TE Connectivity PLC Technology 87,923.0 $17.7M 0.11% -2K -2.6% $201.61 +0.4%
77 SYK Stryker Corporation Healthcare 56,142.0 $17.7M 0.11% -2K -3.0% $314.84 +4.1%
78 IBM International Business Machines Corp. Technology 61,981.0 $17.4M 0.11% -369.0 -0.6% $281.21 -17.8%
79 MAR Marriott International, Inc. Consumer Cyclical 45,119.0 $16.7M 0.10% -1K -3.0% $370.59 -2.8%
80 WMT Walmart Inc Consumer Defensive 142,051.0 $16.1M 0.10% -2K -1.1% $113.26 -6.0%
Page 4 of 9  ·  174 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%