Stock Taper 
CONGRESS WEALTH MANAGEMENT LLC / DE /
Latest 13F filing data - Q2 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 LyondellBasell Industries N.V. | LYB | 5.62K | $325.01K |
 CRH plc | CRH | 5.62K | $515.55K |
 SBA Communications Corporation | SBAC | 5.57K | $1.31M |
 DTE Energy Company | DTE | 5.46K | $723.84K |
 Madison Square Garden Entertainment Corp. | MSGE | 5.45K | $218K |
 Main Street Capital Corporation | MAIN | 5.37K | $317.25K |
 Fair Isaac Corporation | FICO | 5.32K | $9.72M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 5.3K | $864.5K |
 Packaging Corporation of America | PKG | 5.28K | $995.05K |
 Otis Worldwide Corporation | OTIS | 5.25K | $519.8K |
 KB Financial Group Inc. | KB | 5.22K | $430.95K |
 Apogee Enterprises, Inc. | APOG | 5.16K | $209.58K |
 HealthEquity, Inc. | HQY | 5.11K | $535.01K |
 Intuit Inc. | INTU | 5.1K | $4.01M |
 National Grid plc | NGG | 5.07K | $377.43K |
 Crown Castle Inc. | CCI | 5.03K | $517.17K |
 UFP Industries, Inc. | UFPI | 5.02K | $498.59K |
 CarMax, Inc. | KMX | 4.88K | $327.65K |
 Centene Corp. | CNC | 4.86K | $263.96K |
 IDEXX Laboratories, Inc. | IDXX | 4.86K | $2.61M |