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Portfolio (Quarterly) Guide ↗

CONGRESS ASSET MANAGEMENT CO

· CIK 0000897378
13F Portfolio $14.2B AUM 381 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 381 New
Page 14 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 URI United Rentals, Inc. Industrials 3,568.0 $2.9M 0.02% NEW $809.32 +33.9%
262 PFF iShares Trust PFD AND INCM SEC 92,226.0 $2.9M 0.02% NEW $30.96 +0.0%
263 LUMN Lumen Technologies Inc Communication Services 364,126.0 $2.8M 0.02% NEW $7.77 +16.0%
264 VUG Vanguard Index Funds GROWTH ETF 5,727.0 $2.8M 0.02% NEW $487.86 -82.3%
265 Beacon Financial Corp. 104,025.0 $2.7M 0.02% NEW $26.37
266 MTDR Matador Resources Company Energy 63,710.0 $2.7M 0.02% NEW $42.44 +30.3%
267 KFY Korn Ferry Industrials 40,301.0 $2.7M 0.02% NEW $66.02 +10.1%
268 ADBE Adobe Inc Technology 7,596.0 $2.7M 0.02% NEW $349.99 -30.0%
269 CSMD Congress SMID Growth ETF 82,107.0 $2.6M 0.02% NEW $31.62 +8.3%
270 EFA iShares Trust MSCI EAFE ETF 26,410.0 $2.5M 0.02% NEW $96.03 +7.2%
271 SPY State Street Spdr S and P 500 Etf Trust TR UNIT Financial Services 3,682.0 $2.5M 0.02% NEW $681.84 +8.4%
272 BDN Brandywine Realty Trust Real Estate 856,074.0 $2.5M 0.02% NEW $2.92 +9.6%
273 CAML Congress Large Cap Growth ETF 65,264.0 $2.5M 0.02% NEW $38.17 +3.1%
274 PLXS Plexus Corp Technology 16,699.0 $2.5M 0.02% NEW $147.00 +92.0%
275 EQIX Equinix, Inc. Real Estate 3,059.0 $2.3M 0.02% NEW $766.22 +38.7%
276 Canadian Pacific Kansas City Ltd. 31,602.0 $2.3M 0.02% NEW $73.63
277 IDA Idacorp Inc Utilities 17,557.0 $2.2M 0.02% NEW $126.56 +9.1%
278 IRT Independence Realty Trust Inc Real Estate 124,582.0 $2.2M 0.01% NEW $17.48 -4.6%
279 TNGX Tango Therapeutics Inc. Healthcare 234,628.0 $2.1M 0.01% NEW $8.86 +249.1%
280 INTU Intuit Inc Technology 3,054.0 $2.0M 0.01% NEW $662.39 -53.9%
Page 14 of 20  ·  381 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 32.4%
Industrials 15.9%
Healthcare 13.1%
Consumer Cyclical 11.6%
Financial Services 9.1%
Communication Services 6.3%
Basic Materials 3.9%
Consumer Defensive 3.3%
Energy 1.6%
Real Estate 1.5%