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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 16 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VRT Vertiv Holdings Co Industrials 7,800.0 $1.3M 0.01% NEW $162.01 +85.5%
302 SPGI S&P Global Inc Financial Services 2,359.0 $1.2M 0.01% NEW $522.51 -20.2%
303 DECK Deckers Outdoor Corp. Consumer Cyclical 11,858.0 $1.2M 0.01% NEW $103.67 +5.8%
304 INSP Inspire Medical Systems Inc Healthcare 13,067.0 $1.2M 0.01% NEW $92.23 -54.5%
305 VOO Vanguard Index Funds S&P 500 ETF SHS 1,893.0 $1.2M 0.01% NEW $627.13 +8.4%
306 TDY Teledyne Technologies Inc Technology 2,187.0 $1.1M 0.01% NEW $510.73 +19.9%
307 TTWO Take-Two Interactive Software Inc. Communication Services 4,358.0 $1.1M 0.01% NEW $256.03 -17.0%
308 DRI Darden Restaurants, Inc. Consumer Cyclical 5,956.0 $1.1M 0.01% NEW $184.02 +6.5%
309 PGR The Progressive Corporation Financial Services 4,595.0 $1.0M 0.01% NEW $227.72 -12.1%
310 KO Coca-Cola Co (The) Consumer Defensive 14,835.0 $1.0M 0.01% NEW $69.91 +13.8%
311 MAR Marriott International, Inc. Consumer Cyclical 3,277.0 $1.0M 0.01% NEW $310.24 +26.2%
312 GD General Dynamics Corporation Industrials 2,984.0 $1.0M 0.01% NEW $336.62 +1.3%
313 Congress Small Cap Growth Fund 20,442.0 $997K 0.01% NEW $48.79
314 NXPI NXP Semiconductors NV Technology 4,483.0 $973K 0.01% NEW $217.07 +38.7%
315 MLTX MoonLake Immunotherapeutics Healthcare 71,096.0 $937K 0.01% NEW $13.18 +36.6%
316 JNJ Johnson & Johnson Healthcare 4,393.0 $909K 0.01% NEW $206.95 +12.2%
317 ROK Rockwell Automation, Inc. Industrials 2,322.0 $903K 0.01% NEW $389.07 +16.1%
318 RMD ResMed Inc. Healthcare 3,737.0 $900K 0.01% NEW $240.89 -19.8%
319 ADP Automatic Data Processing, Inc. Industrials 3,480.0 $895K 0.01% NEW $257.23 -10.9%
320 BK The Bank of New York Mellon Corp. Financial Services 7,632.0 $886K 0.01% NEW $116.09 +20.3%
Page 16 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%