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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 6 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CSMD Congress SMID Growth ETF 108,255.0 $4.0M 0.02% -1K -0.9% $36.49 -4.1%
102 URI United Rentals, Inc. Industrials 3,461.0 $3.9M 0.02% -107.0 -3.0% $1132.89 -4.4%
103 PEN Penumbra Inc. Healthcare 12,191.0 $3.8M 0.02% -305K -96.2% $315.75 +2.5%
104 VWO Vanguard International Equity Index Funds FTSE EMR MKT ETF 63,590.0 $3.8M 0.02% -1K -2.0% $59.69 +0.5%
105 BKR Baker Hughes Company Energy 61,063.0 $3.4M 0.02% -1K -1.7% $55.50 +11.7%
106 PG The Procter & Gamble Co. Consumer Defensive 20,417.0 $3.0M 0.02% -910.0 -4.3% $146.64 -0.0%
107 AMLP ALPS ETF Trust ALERIAN MLP 57,611.0 $3.0M 0.02% -3K -4.9% $51.85 +5.9%
108 ANGL VanEck ETF Trust FALLEN ANGEL HIGH YIELD BOND ETF 94,318.0 $2.8M 0.02% -5K -5.4% $29.24 -0.7%
109 PFF iShares Trust PFD AND INCM SEC 87,923.0 $2.7M 0.02% -5K -5.5% $30.49 +0.1%
110 CAML Congress Large Cap Growth ETF 66,771.0 $2.7M 0.02% -477.0 -0.7% $40.01 +0.2%
111 SNPS Synopsys Inc Technology 5,808.0 $2.6M 0.02% -14K -71.4% $446.07 -11.6%
112 Canadian Pacific Kansas City Ltd. 29,610.0 $2.6M 0.02% -1K -3.5% $86.65
113 SPY State Street Spdr S&p 500 Etf Trust TR UNIT Financial Services 3,380.0 $2.5M 0.02% -501.0 -12.9% $746.86 +2.2%
114 IWO iShares Trust RUS 2000 GRW ETF 5,051.0 $2.0M 0.01% -4K -45.0% $393.96 -2.7%
115 NOW Servicenow Inc Technology 19,314.0 $1.9M 0.01% -797K -97.6% $99.28 +29.0%
116 AAXJ iShares Trust MSCI AC ASIA ETF 14,955.0 $1.8M 0.01% -677.0 -4.3% $119.33 -4.2%
117 IJK iShares Trust S&P MC 400GR ETF 15,059.0 $1.8M 0.01% -5K -23.3% $117.50 -2.7%
118 ZTS Zoetis Inc. Healthcare 23,576.0 $1.7M 0.01% -144K -85.9% $71.86 +7.4%
119 VSS Vanguard International Equity Index Funds FTSE SMCAP ETF 10,886.0 $1.7M 0.01% -512.0 -4.5% $154.28 +3.0%
120 VRT Vertiv Holdings Co Industrials 5,000.0 $1.7M 0.01% -3K -35.9% $334.82 -23.8%
Page 6 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%