CONGRESS WEALTH MANAGEMENT LLC / DE /
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SMPL | 85K | $2.70M |
 | ACN | 85K | $25.26M |
 | MCD | 84K | $24.62M |
 | DECK | 84K | $8.68M |
 | PSX | 83K | $9.87M |
 | FTNT | 82K | $8.69M |
 | POWI | 82K | $4.58M |
 | BR | 82K | $19.81M |
 | LOW | 81K | $17.91M |
 | WHD | 81K | $3.52M |
 | CR | 81K | $15.29M |
 | MDT | 80K | $6.99M |
 | SONY | 80K | $2.08M |
 | AMGN | 79K | $22.10M |
 | ITGR | 79K | $9.72M |
 | GLNG | 79K | $3.24M |
 | HMC | 79K | $2.27M |
 | ABT | 77K | $10.52M |
 | PJT | 76K | $12.60M |
 | MFIC | 76K | $962.63K |
The Simply Good Foods Company
SMPL
Shares Held
85K
Value
$2.70M
Accenture plc
ACN
Shares Held
85K
Value
$25.26M
McDonald's Corporation
MCD
Shares Held
84K
Value
$24.62M
Deckers Outdoor Corporation
DECK
Shares Held
84K
Value
$8.68M
Phillips 66
PSX
Shares Held
83K
Value
$9.87M
Fortinet, Inc.
FTNT
Shares Held
82K
Value
$8.69M
Power Integrations, Inc.
POWI
Shares Held
82K
Value
$4.58M
Broadridge Financial Solutions, Inc.
BR
Shares Held
82K
Value
$19.81M
Lowe's Companies, Inc.
LOW
Shares Held
81K
Value
$17.91M
Cactus, Inc.
WHD
Shares Held
81K
Value
$3.52M
Crane Company
CR
Shares Held
81K
Value
$15.29M
Medtronic plc
MDT
Shares Held
80K
Value
$6.99M
Sony Group Corporation
SONY
Shares Held
80K
Value
$2.08M
Amgen Inc.
AMGN
Shares Held
79K
Value
$22.10M
Integer Holdings Corporation
ITGR
Shares Held
79K
Value
$9.72M
Golar LNG Limited
GLNG
Shares Held
79K
Value
$3.24M
Honda Motor Co., Ltd.
HMC
Shares Held
79K
Value
$2.27M
Abbott Laboratories
ABT
Shares Held
77K
Value
$10.52M
PJT Partners Inc.
PJT
Shares Held
76K
Value
$12.60M
MidCap Financial Investment Corporation
MFIC
Shares Held
76K
Value
$962.63K