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Congress Large Cap Growth Fund shares owned by Jackson Wealth Management

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

Historical chart of Jackson Wealth Management investment in Congress Large Cap Growth Fund

Tip: Access up to 7 years of quarterly data

All positions including Congress Large Cap Growth Fund held by Jackson Wealth 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 Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $707k 15k 46.81
2024-09-30 $690k 14k 48.29
2024-06-30 $675k 14k 47.24
2024-03-31 $642k 14k 44.93
2023-12-31 $585k 14k 40.94
2023-09-30 $521k 14k 37.76
2023-06-30 $528k 14k 38.27
2023-03-31 $496k 15k 34.13

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Top funds holding Congress Large Cap Growth Fund

Jackson Wealth Management

View all funds holding Congress Large Cap Growth Fund