Congress-Wealth-Management-Llc--De-

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Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: congress-wealth-management-llc--de-
Manager Name: Congress-Wealth-Management-Llc--De-

Data Enrichment

72% identified

762 identified302 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,064 positions • $8,341,187.219K total value

1,064 positions

Manager:

SEC FilingSEC DataHachi Filing

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464287606

IJK|464287606

Shares:7.2K

Value:$601.5K

FIRST INDUSTRIAL REALTY TRUST INC

FR|32054K103

Shares:11.1K

Value:$599.7K

46436E619

Shares:13.8K

Value:$596.6K

Hamilton Lane INC

HLNE|407497106

Shares:4.0K

Value:$593.3K

464287879

Shares:6.1K

Value:$592.5K

VALLEY NATIONAL BANCORP

VLY|919794107

Shares:65.6K

Value:$591.7K

Performance Food Group Co

PFGC|71377A103

Shares:7.5K

Value:$589.9K

UNILEVER PLC

UL|904767704

Shares:9.9K

Value:$589.8K

464287291

Shares:7.8K

Value:$589.4K

Everus Construction Group, Inc.

ECG|300426103

Shares:15.8K

Value:$588.5K

25434V500

Shares:9.8K

Value:$585.5K

464287564

ICF|464287564

Shares:9.5K

Value:$583.3K

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:11.8K

Value:$574.6K

LyondellBasell Industries N.V.

LYB|N53745100

Shares:8.1K

Value:$572.4K

PLIANT THERAPEUTICS, INC.

PLRX|729139105

Shares:422.3K

Value:$570.1K

14020Y201

Shares:21.1K

Value:$565.8K

W. P. Carey Inc.

WPC|92936U109

Shares:8.9K

Value:$564.5K

OSHKOSH CORP

OSK|688239201

Shares:6.0K

Value:$564.3K

33734X846

Shares:8.9K

Value:$563.7K

WESTERN DIGITAL CORP

WDC|958102105

Shares:13.9K

Value:$563.2K

Instrument	Shares		Other Manager	Value
(IJKcusip464287606)	7.2K	QoQ +14.35% (+904) YoY NEW(+7.2K)	All Managers (Combined)	$601.5K	QoQ +5.02% (+$28.8K) YoY NEW(+$601.5K)
FIRST INDUSTRIAL REALTY TRUST INC(FRcusip32054K103)	11.1K	QoQ +4.22% (+450) YoY NEW(+11.1K)	All Managers (Combined)	$599.7K	QoQ +12.18% (+$65.1K) YoY NEW(+$599.7K)
(cusip46436E619)✕	13.8K	QoQ +7.29% (+936) YoY NEW(+13.8K)	All Managers (Combined)	$596.6K	QoQ +9.41% (+$51.3K) YoY NEW(+$596.6K)
Hamilton Lane INC(HLNEcusip407497106)	4.0K	QoQ +0.12% (+5) YoY NEW(+4.0K)	All Managers (Combined)	$593.3K	QoQ +0.54% (+$3.2K) YoY NEW(+$593.3K)
(cusip464287879)✕	6.1K	QoQ +16.31% (+850) YoY NEW(+6.1K)	All Managers (Combined)	$592.5K	QoQ +4.70% (+$26.6K) YoY NEW(+$592.5K)
VALLEY NATIONAL BANCORP(VLYcusip919794107)	65.6K	QoQ NEW(+65.6K) YoY NEW(+65.6K)	All Managers (Combined)	$591.7K	QoQ NEW(+$591.7K) YoY NEW(+$591.7K)
Performance Food Group Co(PFGCcusip71377A103)	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$589.9K	QoQ NEW(+$589.9K) YoY NEW(+$589.9K)
UNILEVER PLC(ULcusip904767704)	9.9K	QoQ +121.56% (+5.5K) YoY NEW(+9.9K)	All Managers (Combined)	$589.8K	QoQ +131.92% (+$335.5K) YoY NEW(+$589.8K)
(cusip464287291)✕	7.8K	QoQ 0.00% (-0) YoY NEW(+7.8K)	All Managers (Combined)	$589.4K	QoQ -10.63% (-$70.1K) YoY NEW(+$589.4K)
Everus Construction Group, Inc.(ECGcusip300426103)	15.8K	QoQ NEW(+15.8K) YoY NEW(+15.8K)	All Managers (Combined)	$588.5K	QoQ NEW(+$588.5K) YoY NEW(+$588.5K)
(cusip25434V500)✕	9.8K	QoQ -13.81% (-1.6K) YoY +5.39% (+501)	All Managers (Combined)	$585.5K	QoQ -20.80% (-$153.8K) YoY +1.10% (+$6.4K)
(ICFcusip464287564)	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$583.3K	QoQ NEW(+$583.3K) YoY NEW(+$583.3K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	11.8K	QoQ NEW(+11.8K) YoY NEW(+11.8K)	All Managers (Combined)	$574.6K	QoQ NEW(+$574.6K) YoY NEW(+$574.6K)
LyondellBasell Industries N.V.(LYBcusipN53745100)	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$572.4K	QoQ NEW(+$572.4K) YoY NEW(+$572.4K)
PLIANT THERAPEUTICS, INC.(PLRXcusip729139105)	422.3K	QoQ NEW(+422.3K) YoY NEW(+422.3K)	All Managers (Combined)	$570.1K	QoQ NEW(+$570.1K) YoY NEW(+$570.1K)
(cusip14020Y201)✕	21.1K	QoQ NEW(+21.1K) YoY NEW(+21.1K)	All Managers (Combined)	$565.8K	QoQ NEW(+$565.8K) YoY NEW(+$565.8K)
W. P. Carey Inc.(WPCcusip92936U109)	8.9K	QoQ NEW(+8.9K) YoY NEW(+8.9K)	All Managers (Combined)	$564.5K	QoQ NEW(+$564.5K) YoY NEW(+$564.5K)
OSHKOSH CORP(OSKcusip688239201)	6.0K	QoQ -2.97% (-184) YoY NEW(+6.0K)	All Managers (Combined)	$564.3K	QoQ -4.00% (-$23.5K) YoY NEW(+$564.3K)
(cusip33734X846)✕	8.9K	QoQ -3.24% (-299) YoY +106.12% (+4.6K)	All Managers (Combined)	$563.7K	QoQ -3.55% (-$20.8K) YoY +131.15% (+$319.8K)
WESTERN DIGITAL CORP(WDCcusip958102105)	13.9K	QoQ NEW(+13.9K) YoY NEW(+13.9K)	All Managers (Combined)	$563.2K	QoQ NEW(+$563.2K) YoY NEW(+$563.2K)