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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 15 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CVI CVR Energy Inc. Energy 91,757.0 $2.5M 0.02% +1K +1.1% $27.54 +38.1%
282 SPY State Street Spdr S&p 500 Etf Trust TR UNIT Financial Services 3,380.0 $2.5M 0.02% -501.0 -12.9% $746.86 +2.2%
283 VUG Vanguard Index Funds GROWTH ETF 26,436.0 $2.3M 0.01% +22K +484.5% $86.14 +0.9%
284 IWO iShares Trust RUS 2000 GRW ETF 5,051.0 $2.0M 0.01% -4K -45.0% $393.96 -2.7%
285 NOW Servicenow Inc Technology 19,314.0 $1.9M 0.01% -797K -97.6% $99.28 +29.0%
286 Congress Mid Cap Growth Fund Inst Class 82,826.0 $1.9M 0.01% +8K +11.4% $22.58
287 AAXJ iShares Trust MSCI AC ASIA ETF 14,955.0 $1.8M 0.01% -677.0 -4.3% $119.33 -4.2%
288 IJK iShares Trust S&P MC 400GR ETF 15,059.0 $1.8M 0.01% -5K -23.3% $117.50 -2.7%
289 ZTS Zoetis Inc. Healthcare 23,576.0 $1.7M 0.01% -144K -85.9% $71.86 +7.4%
290 VSS Vanguard International Equity Index Funds FTSE SMCAP ETF 10,886.0 $1.7M 0.01% -512.0 -4.5% $154.28 +3.0%
291 VRT Vertiv Holdings Co Industrials 5,000.0 $1.7M 0.01% -3K -35.9% $334.82 -23.8%
292 PAVE Global X Funds US INFR DEV ETF 27,215.0 $1.6M 0.01% -1K -4.4% $58.92 -5.1%
293 DBMF Litman Gregory Funds Trust IMGP DBI MANAGED FUTURES STRATEGY ETF 50,625.0 $1.5M 0.01% NEW $30.61 +2.1%
294 PDBC Invesco Actively Managed Exchange-Traded Commodity Fund Trust OPTIMUM YIELD 97,335.0 $1.5M 0.01% -4K -4.3% $15.88 +16.3%
295 JNJ Johnson & Johnson Healthcare 5,359.0 $1.4M 0.01% +1K +37.2% $253.99 +7.5%
296 APD Air Products & Chemicals, Inc. Basic Materials 4,611.0 $1.4M 0.01% -507.0 -9.9% $293.20 +4.4%
297 EVH Evolent Health, Inc. Healthcare 228,692.0 $1.2M 0.01% +2K +1.1% $5.42 -12.9%
298 Congress Small Cap Growth Fund 20,606.0 $1.2M 0.01% +277.0 +1.4% $58.99
299 VOO Vanguard Index Funds S&P 500 ETF SHS 1,682.0 $1.2M 0.01% -211.0 -11.2% $686.81 +2.2%
300 DRI Darden Restaurants, Inc. Consumer Cyclical 5,510.0 $1.1M 0.01% -36.0 -0.7% $206.02 +9.5%
Page 15 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%