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

Search and click to pin securities to the top

Page 41 of 54

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Coupang, Inc.

CPNG|22266T109

Shares:24.4K

Value:$536.1K

TENET HEALTHCARE CORP

THC|88033G407

Shares:4.0K

Value:$536.1K

lululemon athletica inc.

LULU|550021109

Shares:1.9K

Value:$533.7K

464287887

IJT|464287887

Shares:4.3K

Value:$533.3K

CUMMINS INC

CMI|231021106

Shares:1.7K

Value:$525.6K

78468R622

Shares:5.5K

Value:$525.3K

CSX CORP

CSX|126408103

Shares:17.6K

Value:$520.5K

25434V724

Shares:12.4K

Value:$516.0K

DR REDDYS LABORATORIES LTD

RDY|256135203

Shares:39.0K

Value:$514.7K

78468R747

Shares:4.4K

Value:$504.7K

46436E551

Shares:12.9K

Value:$504.6K

Premier, Inc.

PINC|74051N102

Shares:26.2K

Value:$504.5K

CABOT CORP

CBT|127055101

Shares:6.0K

Value:$501.7K

FLEX LTD.

FLEX|Y2573F102

Shares:14.8K

Value:$501.2K

14021T102

Shares:19.2K

Value:$500.0K

F5, INC.

FFIV|315616102

Shares:1.9K

Value:$499.0K

PETROBRAS - PETROLEO BRASILEIRO SA

PBR|71654V408

Shares:34.8K

Value:$498.6K

78464A383

Shares:22.3K

Value:$492.3K

LANDSTAR SYSTEM INC

LSTR|515098101

Shares:3.3K

Value:$489.8K

OPENLANE, Inc.

KAR|48238T109

Shares:25.4K

Value:$489.7K

Instrument	Shares		Other Manager	Value
Coupang, Inc.(CPNGcusip22266T109)	24.4K	QoQ -50.80% (-25.3K) YoY -37.62% (-14.7K)	All Managers (Combined)	$536.1K	QoQ -50.91% (-$556.2K) YoY -23.11% (-$161.2K)
TENET HEALTHCARE CORP(THCcusip88033G407)	4.0K	QoQ +0.02% (+1) YoY NEW(+4.0K)	All Managers (Combined)	$536.1K	QoQ +6.57% (+$33.1K) YoY NEW(+$536.1K)
lululemon athletica inc.(LULUcusip550021109)	1.9K	QoQ NEW(+1.9K) YoY +24.78% (-369)	All Managers (Combined)	$533.7K	QoQ NEW(+$533.7K) YoY -8.24% (-$47.9K)
(IJTcusip464287887)	4.3K	QoQ +1.66% (-70) YoY NEW(+4.3K)	All Managers (Combined)	$533.3K	QoQ -6.41% (-$36.6K) YoY NEW(+$533.3K)
CUMMINS INC(CMIcusip231021106)	1.7K	QoQ +17.54% (+249) YoY +136.93% (+964)	All Managers (Combined)	$525.6K	QoQ +6.23% (+$30.9K) YoY +153.29% (+$318.1K)
(cusip78468R622)✕	5.5K	QoQ +19.93% (+916) YoY -85.68% (-33.0K)	All Managers (Combined)	$525.3K	QoQ +19.72% (+$86.5K) YoY -85.66% (-$3.1M)
CSX CORP(CSXcusip126408103)	17.6K	QoQ -47.70% (-16.1K) YoY NEW(+17.6K)	All Managers (Combined)	$520.5K	QoQ -52.10% (-$566.4K) YoY NEW(+$520.5K)
(cusip25434V724)✕	12.4K	QoQ NEW(+12.4K) YoY NEW(+12.4K)	All Managers (Combined)	$516.0K	QoQ NEW(+$516.0K) YoY NEW(+$516.0K)
DR REDDYS LABORATORIES LTD(RDYcusip256135203)	39.0K	QoQ NEW(+39.0K) YoY NEW(+39.0K)	All Managers (Combined)	$514.7K	QoQ NEW(+$514.7K) YoY NEW(+$514.7K)
(cusip78468R747)✕	4.4K	QoQ -4.88% (-227) YoY NEW(+4.4K)	All Managers (Combined)	$504.7K	QoQ -6.25% (-$33.6K) YoY NEW(+$504.7K)
(cusip46436E551)✕	12.9K	QoQ +18.66% (+2.0K) YoY -27.64% (-4.9K)	All Managers (Combined)	$504.6K	QoQ +10.81% (+$49.2K) YoY -31.18% (-$228.6K)
Premier, Inc.(PINCcusip74051N102)	26.2K	QoQ +1.76% (-454) YoY NEW(+26.2K)	All Managers (Combined)	$504.5K	QoQ -7.45% (-$40.6K) YoY NEW(+$504.5K)
CABOT CORP(CBTcusip127055101)	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$501.7K	QoQ NEW(+$501.7K) YoY NEW(+$501.7K)
FLEX LTD.(FLEXcusipY2573F102)	14.8K	QoQ +60.41% (+5.6K) YoY NEW(+14.8K)	All Managers (Combined)	$501.2K	QoQ +41.63% (+$147.3K) YoY NEW(+$501.2K)
(cusip14021T102)✕	19.2K	QoQ NEW(+19.2K) YoY NEW(+19.2K)	All Managers (Combined)	$500.0K	QoQ NEW(+$500.0K) YoY NEW(+$500.0K)
F5, INC.(FFIVcusip315616102)	1.9K	QoQ +74.65% (+801) YoY NEW(+1.9K)	All Managers (Combined)	$499.0K	QoQ +84.92% (+$229.2K) YoY NEW(+$499.0K)
PETROBRAS - PETROLEO BRASILEIRO SA(PBRcusip71654V408)	34.8K	QoQ +48.01% (+11.3K) YoY NEW(+34.8K)	All Managers (Combined)	$498.6K	QoQ +64.83% (+$196.1K) YoY NEW(+$498.6K)
(cusip78464A383)✕	22.3K	QoQ 0.00% (+2) YoY NEW(+22.3K)	All Managers (Combined)	$492.3K	QoQ +2.33% (+$11.2K) YoY NEW(+$492.3K)
LANDSTAR SYSTEM INC(LSTRcusip515098101)	3.3K	QoQ +0.03% (-1) YoY NEW(+3.3K)	All Managers (Combined)	$489.8K	QoQ -12.57% (-$70.5K) YoY NEW(+$489.8K)
OPENLANE, Inc.(KARcusip48238T109)	25.4K	QoQ NEW(+25.4K) YoY NEW(+25.4K)	All Managers (Combined)	$489.7K	QoQ NEW(+$489.7K) YoY NEW(+$489.7K)