CONGRESS WEALTH MANAGEMENT LLC / DE /
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SWK | 4K | $248.97K |
 | TDY | 4K | $1.87M |
 | MLI | 4K | $289.35K |
 | OKTA | 4K | $357.29K |
 | NTNX | 4K | $273.12K |
 | GL | 4K | $441.79K |
 | GRBK | 4K | $223.22K |
 | ONTO | 3K | $347.90K |
 | AMG | 3K | $675.91K |
 | STX | 3K | $492.45K |
 | FERG | 3K | $727.50K |
 | XYL | 3K | $429.61K |
 | VRSK | 3K | $991.43K |
 | VLO | 3K | $427.33K |
 | CDNS | 3K | $972.60K |
 | SEIC | 3K | $280.36K |
 | CRDO | 3K | $288.42K |
 | L | 3K | $284.24K |
 | ACGL | 3K | $282.07K |
 | LULU | 3K | $731.24K |
Stanley Black & Decker, Inc.
SWK
Shares Held
4K
Value
$248.97K
Teledyne Technologies Incorporated
TDY
Shares Held
4K
Value
$1.87M
Mueller Industries, Inc.
MLI
Shares Held
4K
Value
$289.35K
Okta, Inc.
OKTA
Shares Held
4K
Value
$357.29K
Nutanix, Inc.
NTNX
Shares Held
4K
Value
$273.12K
Globe Life Inc.
GL
Shares Held
4K
Value
$441.79K
Green Brick Partners, Inc.
GRBK
Shares Held
4K
Value
$223.22K
Onto Innovation Inc.
ONTO
Shares Held
3K
Value
$347.90K
Affiliated Managers Group, Inc.
AMG
Shares Held
3K
Value
$675.91K
Seagate Technology Holdings plc
STX
Shares Held
3K
Value
$492.45K
Ferguson plc
FERG
Shares Held
3K
Value
$727.50K
Xylem Inc.
XYL
Shares Held
3K
Value
$429.61K
Verisk Analytics, Inc.
VRSK
Shares Held
3K
Value
$991.43K
Valero Energy Corporation
VLO
Shares Held
3K
Value
$427.33K
Cadence Design Systems, Inc.
CDNS
Shares Held
3K
Value
$972.60K
SEI Investments Company
SEIC
Shares Held
3K
Value
$280.36K
Credo Technology Group Holding Ltd
CRDO
Shares Held
3K
Value
$288.42K
Loews Corporation
L
Shares Held
3K
Value
$284.24K
Arch Capital Group Ltd.
ACGL
Shares Held
3K
Value
$282.07K
Lululemon Athletica Inc.
LULU
Shares Held
3K
Value
$731.24K