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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 10 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TILE Interface, Inc. Consumer Cyclical 546,709.0 $13.6M 0.10% -2.1M -79.2% $24.92 +22.4%
182 BKNG Booking Holdings Inc Consumer Cyclical 3,220.0 $13.6M 0.10% +129.0 +4.2% $4210.51 -96.1%
183 VST Vistra Corp Utilities 89,850.0 $13.5M 0.10% +54K +151.8% $150.33 -2.3%
184 ACMR Acm Research Inc Technology 339,863.0 $13.4M 0.10% +50K +17.4% $39.35 +104.8%
185 GRMN Garmin Ltd Technology 56,528.0 $13.1M 0.09% -190K -77.1% $232.01 +1.4%
186 MORN Morningstar Inc Financial Services 77,405.0 $13.1M 0.09% +3K +3.8% $169.05 +7.4%
187 PSTG Everpure Inc. Technology 218,533.0 $12.9M 0.09% -709K -76.4% $59.04 +33.0%
188 BR Broadridge Financial Solutions Inc. Technology 78,387.0 $12.7M 0.09% $162.48 -8.3%
189 HLNE Hamilton Lane Inc Financial Services 126,810.0 $12.6M 0.09% +28K +28.9% $99.40 -19.5%
190 MSI Motorola Solutions Inc Technology 28,293.0 $12.3M 0.09% +9K +48.4% $433.97 -6.3%
191 CNX CNX Resources Corporation Energy 311,951.0 $12.0M 0.09% +60K +23.6% $38.55 -13.2%
192 HURN Huron Consulting Group Inc. Industrials 93,997.0 $12.0M 0.09% +21K +28.6% $127.49 -14.0%
193 ACN Accenture PLC Technology 59,553.0 $11.8M 0.09% +4K +6.3% $198.29 -12.0%
194 TDS Telephone and Data Systems Inc. Communication Services 278,324.0 $11.7M 0.08% +50K +22.0% $42.10 -6.8%
195 GPI Group 1 Automotive, Inc. Consumer Cyclical 34,748.0 $11.5M 0.08% +8K +30.1% $330.63 -4.2%
196 TROW Price T Rowe Group Inc. Financial Services 127,261.0 $11.5M 0.08% +2K +1.9% $90.14 +17.0%
197 BKU BankUnited Inc. Financial Services 248,714.0 $11.2M 0.08% +58K +30.3% $45.16 +4.4%
198 BROS Dutch Bros Inc Consumer Cyclical 217,115.0 $11.0M 0.08% +11K +5.3% $50.66 +11.0%
199 POOL Pool Corporation Industrials 53,196.0 $10.8M 0.08% +3K +6.4% $202.33 -10.6%
200 BOH Bank of Hawaii Corp. Financial Services 142,785.0 $10.6M 0.08% +27K +23.3% $74.25 +3.3%
Page 10 of 21  ·  417 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%