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CAML — CONGRESS LARGE CAP GROWTH

Reported value held$1.79M
Funds holding (latest)5
Sector—
Funds holding (Q2 2026)4
Institutional value$1.13M · 28.42K sh
New / Add / Cut / Exit1 / 1 / 1 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -30.4% (-12.41K sh)
Institutional value change Down -21.0%

As of Q2 2026, 4 SEC-registered investment managers reported holding CAML (CONGRESS LARGE CAP GROWTH) in their latest 13F filings, with a combined reported value of $1.13M across 28.42K shares. That is -30.4% by share count (-12.41K shares) versus the previous quarter, while reported value moved -21.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Goldman Sachs Group history Q2 2026 20.02K $800.91K 0.00% Hold
Citadel Advisors history Q1 2026 18.67K $656.77K 0.00% Add
UBS Group AG history Q2 2026 3.60K $144.10K 0.00% Add
JPMorgan Chase & Co history Q2 2026 3.65K $143.71K 0.00% New
Morgan Stanley history Q2 2026 1.15K $46.17K 0.00% Reduce

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 5 funds)

FundQ4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Goldman Sachs Group — — — — — — — 20.02K 20.02K 20.02K 20.02K
UBS Group AG 2 1.14K 111 114 289 6.61K 15.86K 11.91K 1.23K 874 3.60K
JPMorgan Chase & Co — — — — — — — 2.36K — — 3.65K
Morgan Stanley — — — 1.82K 1.82K 1.82K 1.27K 1.27K 1.27K 1.27K 1.15K
Citadel Advisors — — 7.74K — — 7.67K 8.71K — 5.91K 18.67K —

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