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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 3 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LGND Ligand Pharmaceuticals Incorporated Healthcare 504,637.0 $100.8M 0.72% +25K +5.1% $199.65 +19.1%
42 UBER Uber Technologies Inc Technology 1,396,539.0 $100.5M 0.72% -40K -2.8% $71.93 -2.6%
43 NPO Enpro Inc Industrials 398,431.0 $99.9M 0.72% +22K +5.9% $250.65 +28.8%
44 TMO Thermo Fisher Scientific Inc Healthcare 200,288.0 $98.4M 0.71% -9K -4.2% $491.53 -4.5%
45 LLY Eli Lilly & Co. Healthcare 104,102.0 $95.8M 0.69% +90K +653.4% $919.77 +24.9%
46 ALNY Alnylam Pharmaceuticals Inc. Healthcare 285,739.0 $94.5M 0.68% +16K +6.1% $330.87 -11.7%
47 RGEN Repligen Corporation Healthcare 797,867.0 $94.0M 0.67% +52K +6.9% $117.82 +6.4%
48 SHOP Shopify Inc Technology 791,990.0 $93.9M 0.67% -10K -1.3% $118.62 -6.6%
49 IDXX IDEXX Laboratories Inc. Healthcare 166,686.0 $93.7M 0.67% +13K +8.3% $561.89 -0.1%
50 PWR Quanta Services, Inc. Industrials 170,192.0 $93.4M 0.67% -7K -4.2% $549.02 +26.4%
51 MCO Moodys Corp. Financial Services 213,331.0 $93.1M 0.67% -4K -2.0% $436.25 +1.7%
52 MPWR Monolithic Power Systems Inc. Technology 83,343.0 $91.1M 0.65% -7K -8.1% $1093.35 +42.6%
53 LMAT Lemaitre Vascular Inc. Healthcare 834,529.0 $91.1M 0.65% +102K +14.0% $109.17 -12.9%
54 EAT Brinker International, Inc. Consumer Cyclical 615,732.0 $87.9M 0.63% +55K +9.8% $142.77 +2.4%
55 CASY Casey'S General Stores Inc. Consumer Cyclical 118,690.0 $86.4M 0.62% -11K -8.5% $727.86 +3.3%
56 ABCB Ameris Bancorp Financial Services 1,095,966.0 $85.5M 0.61% +99K +9.9% $77.99 +9.4%
57 NOW Servicenow Inc Technology 815,871.0 $85.3M 0.61% -32K -3.7% $104.55 +9.2%
58 PJT PJT Partners Inc. Financial Services 604,352.0 $84.4M 0.60% +20K +3.5% $139.72 +12.6%
59 KEX Kirby Corp Industrials 625,542.0 $83.1M 0.60% +96K +18.1% $132.88 +6.6%
60 HALO Halozyme Therapeutics Inc Healthcare 1,280,592.0 $82.8M 0.59% -22K -1.7% $64.63 +9.4%
Page 3 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%