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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 14 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HL Hecla Mining Company Basic Materials 206,892.0 $3.9M 0.03% -533K -72.0% $18.63 -20.1%
262 BKR Baker Hughes Company Energy 62,114.0 $3.8M 0.03% -2K -3.7% $61.05 +6.2%
263 AVA Avista Corporation Utilities 92,177.0 $3.7M 0.03% +13K +16.7% $40.14 +4.6%
264 Beacon Financial Corp. 121,323.0 $3.6M 0.03% +17K +16.6% $30.00
265 ACAD Acadia Pharmaceuticals Inc Healthcare 160,794.0 $3.6M 0.03% NEW $22.26 -2.5%
266 CLSK CleanSpark Inc. Technology 415,223.0 $3.5M 0.03% +56K +15.6% $8.51 +94.1%
267 VWO Vanguard International Equity Index Funds FTSE EMR MKT ETF 64,872.0 $3.5M 0.03% $54.05 +7.9%
268 SM SM Energy Co. Energy 112,279.0 $3.5M 0.03% +13K +13.5% $31.18 +3.8%
269 CDNL Cardinal Infrastructure Group Inc. Industrials 87,372.0 $3.5M 0.03% NEW $39.66 +54.7%
270 CSMD Congress SMID Growth ETF 109,277.0 $3.4M 0.02% +27K +33.1% $30.71 +11.5%
271 MLTX MoonLake Immunotherapeutics Healthcare 178,555.0 $3.3M 0.02% +107K +151.2% $18.64 -3.4%
272 AMLP ALPS ETF Trust ALERIAN MLP 60,576.0 $3.2M 0.02% -10K -13.9% $52.64 -0.2%
273 LRN Stride Inc Consumer Defensive 36,138.0 $3.2M 0.02% NEW $88.17 +9.7%
274 PG The Procter & Gamble Co. Consumer Defensive 21,327.0 $3.1M 0.02% -7K -24.6% $144.44 +0.5%
275 CVI CVR Energy Inc. Energy 90,726.0 $3.1M 0.02% +13K +16.6% $33.65 -1.0%
276 KFY Korn Ferry Industrials 48,167.0 $3.0M 0.02% +8K +19.5% $62.95 +15.4%
277 STEP StepStone Group Inc Financial Services 62,909.0 $3.0M 0.02% NEW $47.72 -9.3%
278 EQIX Equinix, Inc. Real Estate 3,058.0 $3.0M 0.02% $980.32 +8.4%
279 LUMN Lumen Technologies Inc Communication Services 424,613.0 $3.0M 0.02% +60K +16.6% $6.95 +29.6%
280 IDA Idacorp Inc Utilities 20,562.0 $2.9M 0.02% +3K +17.1% $142.97 -3.4%
Page 14 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%