Congress Wealth Management LLC / De /

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
1,064
Total Value
8341187219
Accession Number
0001951757-25-000560
Form Type
13F-HR
CIK
0001904976
Manager Name
Congress Wealth Management LLC / De /
Data Enrichment
72% identified
762 identified302 unidentified

Holdings

1,064 positions
Manager:
SEC
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Page 33 of 54
922042742
VT|922042742
Shares:
8285(-13.0%)
Value:
$960.6M(-14.1%)
CONAGRA BRANDS INC.
CAG|205887102
Shares:
35995(+101.5%)
Value:
$959.7M(+93.7%)
808524854
808524854
Shares:
38405(+51.5%)
Value:
$953.5M(+54.9%)
MARKEL GROUP INC.
MKL|570535104
Shares:
509
Value:
$951.6M
COMSTOCK RESOURCES INC
CRK|205768302
Shares:
46385
Value:
$943.5M
Alphatec Holdings, Inc.
ATEC|02081G201
Shares:
92828
Value:
$941.3M
COHEN & STEERS QUALITY INCOME REALTY FUND INC
RQI|19247L106
Shares:
74116(+534.8%)
Value:
$930.9M(+551.4%)
808524862
808524862
Shares:
38213(-8.8%)
Value:
$930.1M(-7.7%)
REGENERON PHARMACEUTICALS, INC.
REGN|75886F107
Shares:
1428
Value:
$919.9M
46434V613
46434V613
Shares:
19936
Value:
$918.3M
78464A649
78464A649
Shares:
35877(+0.2%)
Value:
$916.3M(+2.4%)
Shell plc
SHEL|780259305
Shares:
12432(-8.8%)
Value:
$910.5M(+6.6%)
HERSHEY CO
HSY|427866108
Shares:
5310(+45.0%)
Value:
$906.2M(+46.1%)
SYSCO CORP
SYY|871829107
Shares:
12078(+0.5%)
Value:
$904.7M(+4.5%)
CORNING INC /NY
GLW|219350105
Shares:
19587(+36.0%)
Value:
$904.5M(+32.2%)
301505889
301505889
Shares:
23633
Value:
$901.8M
46435U663
46435U663
Shares:
23473(+7.2%)
Value:
$901.6M(-2.1%)
AUTOZONE INC
AZO|053332102
Shares:
236(+19.8%)
Value:
$901.0M(+42.6%)
316092600
316092600
Shares:
13095(+12.3%)
Value:
$895.4M(+17.5%)
46429B697
USMV|46429B697
Shares:
9523(+60.6%)
Value:
$891.9M(+69.3%)