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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 13 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FSV FirstService Corp. Real Estate 43,743.0 $6.1M 0.04% NEW $138.94 -0.4%
242 ACHC Acadia Healthcare Company, Inc. Healthcare 236,097.0 $5.5M 0.04% +98K +71.3% $23.39 +8.3%
243 ACLX Arcellx Inc Healthcare 47,551.0 $5.5M 0.04% +22K +82.9% $114.82 +0.2%
244 ALKT Alkami Technology Inc. Technology 340,745.0 $5.3M 0.04% +49K +16.9% $15.67 +1.1%
245 CRSP CRISPR Therapeutics AG Healthcare 108,371.0 $5.2M 0.04% +45K +71.1% $47.57 +8.5%
246 CWST Casella Waste Systems, Inc. Industrials 64,938.0 $5.2M 0.04% NEW $79.34 +6.6%
247 MQ Marqeta Inc Technology 1,260,214.0 $5.1M 0.04% +175K +16.1% $4.08 -6.4%
248 AIR AAR Corp. Industrials 46,692.0 $5.1M 0.04% NEW $109.46 +4.8%
249 OZK Bank OZK Financial Services 108,602.0 $5.0M 0.04% +19K +20.9% $45.89 +8.8%
250 ASGN Asgn Incorporated Technology 125,326.0 $4.9M 0.04% +36K +41.0% $38.71 -50.2%
251 LGN Legence Corp. Industrials 85,794.0 $4.8M 0.04% NEW $56.46 +50.6%
252 Federated Hermes Inc 83,790.0 $4.8M 0.03% +11K +15.9% $56.71
253 ATEC Alphatec Holdings Inc. Healthcare 435,715.0 $4.7M 0.03% +62K +16.6% $10.88 -27.3%
254 MTDR Matador Resources Company Energy 73,972.0 $4.7M 0.03% +10K +16.1% $63.18 -12.5%
255 CRY Artivion Inc 127,103.0 $4.7M 0.03% NEW $36.62 -51.2%
256 HLIO Helios Technologies Inc Industrials 70,353.0 $4.6M 0.03% +10K +16.2% $64.71 +29.3%
257 CMC Commercial Metals Company Basic Materials 73,821.0 $4.5M 0.03% +11K +16.8% $61.43 +19.7%
258 NOMD Nomad Foods Ltd. Consumer Defensive 421,358.0 $4.0M 0.03% +110K +35.4% $9.61 +3.3%
259 Fortinet Inc 48,388.0 $4.0M 0.03% -3K -6.4% $81.72
260 PLXS Plexus Corp Technology 19,255.0 $3.9M 0.03% +3K +15.3% $202.54 +39.4%
Page 13 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%