Stock Taper 
CONGRESS WEALTH MANAGEMENT LLC / DE /
Latest 13F filing data - Q2 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amgen Inc. | AMGN | 79.15K | $22.1M |
 Sony Group Corporation | SONY | 79.78K | $2.08M |
 Medtronic plc | MDT | 80.16K | $6.99M |
 Crane Company | CR | 80.51K | $15.29M |
 Cactus, Inc. | WHD | 80.56K | $3.52M |
 Lowe's Companies, Inc. | LOW | 80.72K | $17.91M |
 Broadridge Financial Solutions, Inc. | BR | 81.53K | $19.81M |
 Power Integrations, Inc. | POWI | 81.89K | $4.58M |
 Fortinet, Inc. | FTNT | 82.17K | $8.69M |
 Phillips 66 | PSX | 82.69K | $9.87M |
 Deckers Outdoor Corporation | DECK | 84.21K | $8.68M |
 McDonald's Corporation | MCD | 84.27K | $24.62M |
 Accenture plc | ACN | 84.5K | $25.26M |
 The Simply Good Foods Company | SMPL | 85.36K | $2.7M |
 Cohen & Steers, Inc. | CNS | 86.5K | $6.52M |
 Zoetis Inc. | ZTS | 86.51K | $13.49M |
 CAVA Group, Inc. | CAVA | 87.38K | $7.36M |
 Amazon.com, Inc. | AMZN | 88.61K | $19.44M |
 The Carlyle Group Inc. | CG | 89.61K | $4.61M |
 Raymond James Financial, Inc. | RJF | 89.7K | $13.76M |