Congress Asset Management Co ETF holdings
Boston, MA
Reported $96.5M in 29 ETFs in its Form 13F for June 30, 2026.
ETF value
$96.5M
ETFs held
29
Change from prior quarter
-52.2%
With price moves
ETFs as a share of its 13F
0.6%
of $16.3B
Top 10 of 29 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IWP | iShares Russell Mid-Cap Growth ETF | $22.6M | 154,279 | −156,889 shares |
| IWF | iShares Russell 1000 Growth ETF | $18.6M | 150,039 | +39,705 shares |
| SMMD | iShares Russell 2500 ETF | $12.3M | 133,716 | −105,359 shares |
| CSMD | Congress SMID Growth ETF | $4.0M | 108,255 | −1,022 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $3.8M | 63,590 | −1,282 shares |
| AMLP | Alerian MLP ETF | $3.0M | 57,611 | −2,965 shares |
| ANGL | VanEck Fallen Angel High Yield Bond ETF | $2.8M | 94,318 | −5,425 shares |
| EFA | iShares MSCI EAFE ETF | $2.7M | 26,040 | −35 shares |
| PFF | iShares Preferred and Income Securities ETF | $2.7M | 87,923 | −5,078 shares |
| CAML | Congress Large Cap Growth ETF | $2.7M | 66,771 | −477 shares |
19 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000897378. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Congress Asset Management Co own?
Congress Asset Management Co reported 29 ETF positions worth $96.5M in its Form 13F for June 30, 2026. The largest was IWP, at $22.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.