CONGRESS WEALTH MANAGEMENT LLC / DE /
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FICO | 5K | $9.72M |
 | CRWV | 5K | $864.50K |
 | PKG | 5K | $995.05K |
 | OTIS | 5K | $519.80K |
 | KB | 5K | $430.95K |
 | APOG | 5K | $209.58K |
 | HQY | 5K | $535.01K |
 | INTU | 5K | $4.01M |
 | NGG | 5K | $377.43K |
 | CCI | 5K | $517.17K |
 | UFPI | 5K | $498.59K |
 | KMX | 5K | $327.65K |
 | CNC | 5K | $263.96K |
 | IDXX | 5K | $2.61M |
 | SNDK | 5K | $219.13K |
 | VLTO | 5K | $483.52K |
 | EXPE | 5K | $796.00K |
 | SPGI | 5K | $2.48M |
 | BLK | 5K | $4.93M |
 | CLX | 5K | $562.15K |
Fair Isaac Corporation
FICO
Shares Held
5K
Value
$9.72M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
5K
Value
$864.50K
Packaging Corporation of America
PKG
Shares Held
5K
Value
$995.05K
Otis Worldwide Corporation
OTIS
Shares Held
5K
Value
$519.80K
KB Financial Group Inc.
KB
Shares Held
5K
Value
$430.95K
Apogee Enterprises, Inc.
APOG
Shares Held
5K
Value
$209.58K
HealthEquity, Inc.
HQY
Shares Held
5K
Value
$535.01K
Intuit Inc.
INTU
Shares Held
5K
Value
$4.01M
National Grid plc
NGG
Shares Held
5K
Value
$377.43K
Crown Castle Inc.
CCI
Shares Held
5K
Value
$517.17K
UFP Industries, Inc.
UFPI
Shares Held
5K
Value
$498.59K
CarMax, Inc.
KMX
Shares Held
5K
Value
$327.65K
Centene Corporation
CNC
Shares Held
5K
Value
$263.96K
IDEXX Laboratories, Inc.
IDXX
Shares Held
5K
Value
$2.61M
Sandisk Corporation
SNDK
Shares Held
5K
Value
$219.13K
Veralto Corporation
VLTO
Shares Held
5K
Value
$483.52K
Expedia Group, Inc.
EXPE
Shares Held
5K
Value
$796.00K
S&P Global Inc.
SPGI
Shares Held
5K
Value
$2.48M
BlackRock, Inc.
BLK
Shares Held
5K
Value
$4.93M
The Clorox Company
CLX
Shares Held
5K
Value
$562.15K