CAML
Congress Large Cap Growth ETF
Professionally Managed Portfolios
ETF
Expense ratio1
0.65%
Net assets2
$375.80M
Holdings2
38
Category
US Equity
2025 return3
12.44%

Investment objective & strategy

As of Feb. 27, 2026 · prospectus

Objective. The Congress Large Cap Growth ETF (the Large Cap Fund or Fund) seeks long-term capital growth.

Strategy. The Fund is an actively-managed exchange-traded fund (ETF). The Fund attempts to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies. The Fund defines large-capitalization companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell 1000 Growth Index. As of June 30, 2025, the market capitalization of companies in the Russell 1000 Growth Index ranged from approximately $1.68 billion to $3.85 trillion. The Fund may invest any portion of the remaining 20% of its net assets from time to time in equity securities of small-capitalization and mid-capitalization companies. Equity securities in which … The Fund is an actively-managed exchange-traded fund (ETF). The Fund attempts to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies. The Fund defines large-capitalization companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell 1000 Growth Index. As of June 30, 2025, the market capitalization of companies in the Russell 1000 Growth Index ranged from approximately $1.68 billion to $3.85 trillion. The Fund may invest any portion of the remaining 20% of its net assets from time to time in equity securities of small-capitalization and mid-capitalization companies. Equity securities in which the Fund may invest include common stock and preferred stock. The Fund may also invest up to 20% of its total assets in U.S. dollar-denominated foreign equity securities, including through American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) issued by U.S. depository banks, which are traded on U.S. exchanges. The Advisor employs a bottom-up approach to stock selection which means that the Advisor chooses the ETFs investments based on a companys future prospects and not on any significant economic or market cycle. The Advisor also uses a growth style approach to select securities with a focus on high quality companies. The Advisors fundamental approach emphasizes growth of earnings and free cash flow. The Fund may, from time to time, have significant exposure to one or more sectors of the market. As of October 31, 2025, 42.2% of the Funds net assets were invested in securities within the Information Technology Sector. The Fund may also invest in other registered investment companies, including ETFs. The Advisor may sell a security for a number of reasons including, but not limited to, if it determines that the security no longer meets its investment criteria or if a new security is judged more attractive than a current holding.

Top holdings

As of April 30, 2026 · N-PORT
SecurityTickerValue% of fund
NVIDIA CORP $24.87M 6.62%
APPLE INC $20.29M 5.40%
ALPHABET INC CL A $18.79M 5.00%
MICROSOFT CORP $18.79M 5.00%
ARISTA NETWORKS INC $17.56M 4.67%
BROADCOM INC $17.48M 4.65%
GE VERNOVA LLC $14.73M 3.92%
EATON CORP PLC $12.74M 3.39%
AMAZON.COM INC $12.01M 3.20%
HOWMET AEROSPACE INC $11.97M 3.19%
View all holdings →

Allocation by sector

As of April 30, 2026 · N-PORT
View portfolio breakdown →

Portfolio moves

Jan 31, 2026 → Apr 30, 2026
Opened
4
Exited
5
Increased
32
Decreased
2
Unchanged
0

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

View portfolio moves →

Similar funds

Funds whose portfolios most overlap this one, by weight
FundOverlapNet exp.
Congress Large Cap Growth Fund · CAMLX, CMLIX 81% 0.66%
Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX 50% 0.70%
The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX 50% 1.10%
View all similar funds →

Advisers

As of October 31, 2025 · N-CEN
FirmRole
Congress Asset Management Company Adviser

Footnotes

  1. Expense ratio as of February 27, 2026, from the fund's prospectus.
  2. Net assets and holdings count as of April 30, 2026, from the fund's N-PORT filing.
  3. Total return for calendar year 2025, before tax and after fund expenses. As reported in the fund's prospectus performance bar chart.

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