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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 5 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KNF Knife River Corp. Basic Materials 84,170.0 $6.9M 0.05% -617K -88.0% $81.65 -11.6%
82 Fortinet Inc 48,388.0 $4.0M 0.03% -3K -6.4% $81.72
83 HL Hecla Mining Company Basic Materials 206,892.0 $3.9M 0.03% -533K -72.0% $18.63 -20.1%
84 BKR Baker Hughes Company Energy 62,114.0 $3.8M 0.03% -2K -3.7% $61.05 +6.2%
85 AMLP ALPS ETF Trust ALERIAN MLP 60,576.0 $3.2M 0.02% -10K -13.9% $52.64 -0.2%
86 PG The Procter & Gamble Co. Consumer Defensive 21,327.0 $3.1M 0.02% -7K -24.6% $144.44 +0.5%
87 IWO iShares Trust RUS 2000 GRW ETF 9,191.0 $2.9M 0.02% -67K -88.0% $313.81 +17.8%
88 EFA iShares Trust MSCI EAFE ETF 26,075.0 $2.5M 0.02% -335.0 -1.3% $97.13 +5.9%
89 Canadian Pacific Kansas City Ltd. 30,675.0 $2.4M 0.02% -927.0 -2.9% $78.66
90 IJK iShares Trust S&P MC 400GR ETF 19,643.0 $2.0M 0.01% -45K -69.8% $100.62 +11.7%
91 VUG Vanguard Index Funds GROWTH ETF 4,523.0 $2.0M 0.01% -1K -21.0% $436.79 -80.3%
92 PDBC Invesco Actively Managed Exchange-Traded Commodity Fund Trust OPTIMUM YIELD 101,700.0 $1.8M 0.01% -5K -5.1% $17.32 +1.6%
93 TMUS T-Mobile US Inc Communication Services 7,338.0 $1.5M 0.01% -219.0 -2.9% $210.04 -15.1%
94 AAXJ iShares Trust MSCI AC ASIA ETF 15,632.0 $1.5M 0.01% -2K -9.9% $96.29 +18.8%
95 FCN FTI Consulting, Inc. Industrials 8,464.0 $1.5M 0.01% -1K -13.8% $176.77 -10.2%
96 APD Air Products & Chemicals, Inc. Basic Materials 5,118.0 $1.5M 0.01% -161.0 -3.0% $290.47 -4.7%
97 PAVE Global X Funds US INFR DEV ETF 28,467.0 $1.4M 0.01% -1K -4.8% $50.81 +11.2%
98 Congress Mid Cap Growth Fund Inst Class 74,359.0 $1.4M 0.01% -2K -2.4% $19.36
99 ADSK Autodesk Inc Technology 5,639.0 $1.3M 0.01% -756.0 -11.8% $239.40 -6.0%
100 MS Morgan Stanley Financial Services 7,584.0 $1.2M 0.01% -2K -22.8% $164.57 +29.0%
Page 5 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%