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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 15 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TPC Tutor Perini Corporation Industrials 37,751.0 $2.9M 0.02% NEW $77.19 -9.5%
282 IWO iShares Trust RUS 2000 GRW ETF 9,191.0 $2.9M 0.02% -67K -88.0% $313.81 +15.1%
283 PLNT Planet Fitness Inc. Consumer Cyclical 38,638.0 $2.9M 0.02% NEW $74.38 -32.1%
284 ANGL VanEck ETF Trust FALLEN ANGEL HIGH YIELD BOND ETF 99,743.0 $2.9M 0.02% $28.72 +0.9%
285 SMTC Semtech Corporation Technology 36,978.0 $2.8M 0.02% NEW $76.89 +91.1%
286 VSEC VSE Corp. Industrials 15,327.0 $2.8M 0.02% NEW $184.40 -8.1%
287 PFF iShares Trust PFD AND INCM SEC 93,001.0 $2.8M 0.02% +775.0 +0.8% $30.32 +1.5%
288 BDN Brandywine Realty Trust Real Estate 991,941.0 $2.7M 0.02% +136K +15.9% $2.71 +20.1%
289 SITE Siteone Landscape Supply Inc Industrials 19,547.0 $2.6M 0.02% NEW $133.11 -21.1%
290 URI United Rentals, Inc. Industrials 3,568.0 $2.6M 0.02% $728.56 +47.9%
291 EFA iShares Trust MSCI EAFE ETF 26,075.0 $2.5M 0.02% -335.0 -1.3% $97.13 +4.8%
292 SPY State Street Spdr S&p 500 Etf Trust TR UNIT Financial Services 3,881.0 $2.5M 0.02% +199.0 +5.4% $650.26 +11.8%
293 VCYT Veracyte Inc Healthcare 76,627.0 $2.5M 0.02% NEW $32.21 +46.7%
294 Canadian Pacific Kansas City Ltd. 30,675.0 $2.4M 0.02% -927.0 -2.9% $78.66
295 CAML Congress Large Cap Growth ETF 67,248.0 $2.4M 0.02% +2K +3.0% $35.18 +9.0%
296 SIMO Silicon Motion Technology Corp. Technology 20,674.0 $2.3M 0.02% NEW $112.29 +119.9%
297 RDNT Radnet Inc Healthcare 40,631.0 $2.3M 0.02% NEW $55.89 -2.1%
298 CCCC C4 Therapeutics Inc Healthcare 830,624.0 $2.2M 0.02% NEW $2.63 +31.8%
299 IRT Independence Realty Trust Inc Real Estate 144,897.0 $2.2M 0.01% +20K +16.3% $14.89 +13.5%
300 PGR The Progressive Corporation Financial Services 10,850.0 $2.2M 0.01% +6K +136.1% $198.24 +2.1%
Page 15 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%