Stock Taper

CONGRESS WEALTH MANAGEMENT LLC / DE /

Latest 13F filing data - Q2 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ares Management CorporationARES2.96K$512.13K
The J. M. Smucker CompanySJM3.02K$296.27K
AerCap Holdings N.V.AER3.02K$353.22K
Cabot Corp.CBT3.02K$226.88K
Jones Lang LaSalle IncorporatedJLL3.04K$776.8K
Lululemon Athletica Inc.LULU3.08K$731.24K
Arch Capital Group Ltd.ACGL3.1K$282.07K
Loews CorporationL3.1K$284.24K
Credo Technology Group Holding LtdCRDO3.12K$288.42K
SEI Investments CompanySEIC3.12K$280.36K
Cadence Design Systems, Inc.CDNS3.16K$972.6K
Valero Energy CorporationVLO3.18K$427.33K
Verisk Analytics, Inc.VRSK3.18K$991.43K
Xylem Inc.XYL3.32K$429.61K
Ferguson plcFERG3.34K$727.5K
Seagate Technology Holdings plcSTX3.41K$492.45K
Affiliated Managers Group, Inc.AMG3.43K$675.91K
Onto Innovation Inc.ONTO3.45K$347.9K
Green Brick Partners, Inc.GRBK3.55K$223.22K
Globe Life Inc.GL3.55K$441.79K