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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 10 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MNST Monster Beverage Corp Consumer Defensive 150,058.0 $14.4M 0.09% +39K +35.0% $96.12 -49.2%
182 CALM Cal-Maine Foods Inc. Consumer Defensive 175,608.0 $14.1M 0.09% +66K +60.7% $80.56 +6.3%
183 CELH Celsius Holdings Inc. Consumer Defensive 476,163.0 $13.9M 0.09% -53K -10.0% $29.28 +18.8%
184 BKNG Booking Holdings Inc Consumer Cyclical 78,187.0 $13.9M 0.09% +75K +2328.2% $178.24 +19.6%
185 NBIX Neurocrine Biosciences Inc Healthcare 82,486.0 $13.9M 0.09% NEW $168.53 -8.9%
186 CME CME Group Inc. Financial Services 62,769.0 $13.9M 0.09% -3K -3.9% $220.83 +26.0%
187 NOMD Nomad Foods Ltd. Consumer Defensive 1,258,575.0 $13.8M 0.09% +837K +198.7% $10.95 +11.0%
188 AMRX Amneal Pharmaceuticals Inc Healthcare 782,778.0 $13.5M 0.08% NEW $17.31 +2.6%
189 CCJ Cameco Corporation Energy 132,954.0 $13.5M 0.08% +674.0 +0.5% $101.86 +0.6%
190 HE Hawaiian Electric Industries, Inc. Utilities 996,265.0 $13.5M 0.08% +7K +0.7% $13.53 -15.4%
191 HIW Highwoods Properties, Inc. Real Estate 444,745.0 $13.4M 0.08% +5K +1.1% $30.16 +5.1%
192 CDNS Cadence Design Systems, Inc. Technology 34,920.0 $13.1M 0.08% -292.0 -0.8% $375.32 -16.1%
193 EOG EOG Resources Inc. Energy 100,743.0 $13.1M 0.08% -4K -3.6% $129.73 +15.4%
194 EXLS ExlService Holdings Inc. Technology 505,204.0 $13.1M 0.08% +3K +0.6% $25.86 +45.8%
195 TDS Telephone and Data Systems Inc. Communication Services 352,497.0 $13.0M 0.08% +74K +26.6% $37.01 -10.1%
196 BOH Bank of Hawaii Corp. Financial Services 158,975.0 $13.0M 0.08% +16K +11.3% $81.49 -5.4%
197 GRMN Garmin Ltd Technology 53,999.0 $12.8M 0.08% -3K -4.5% $237.54 +23.2%
198 MCD McDonald's Corp. Consumer Cyclical 46,088.0 $12.5M 0.08% -3K -5.6% $270.31 +0.7%
199 FICO Fair Isaac Corporation Technology 10,358.0 $12.4M 0.08% -18K -63.5% $1194.78 -2.0%
200 SMMD iShares Trust RUSEL 2500 ETF 133,716.0 $12.3M 0.07% -105K -44.1% $91.63 -0.2%
Page 10 of 19  ·  376 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%