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Congress Large Cap Growth Fund shares owned by Congress Asset Management

Quarter-by-quarter ownership of Congress Large Cap Growth Fund (CMLIX) shares owned by Congress Asset Management from 13F filings

Historical chart of Congress Asset Management investment in Congress Large Cap Growth Fund

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All positions including Congress Large Cap Growth Fund held by Congress Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Congress Large Cap Growth Fund by Congress Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $31M 589k 52.77
2025-06-30 $29M 593k 49.41
2013-06-30 $8.5M 472k 17.92

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Top funds holding Congress Large Cap Growth Fund

Congress Asset Management
Jackson Wealth Management

View all funds holding Congress Large Cap Growth Fund