Congress Large Cap Grow-InstCMLIX

13F holders, Q1 2025 (March 31)
1holders
0new positions
0sold out
$43.62avg. 13F price*

At the end of Q1 2025, 1 institutions reported holding Congress Large Cap Grow-Inst (CMLIX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holder was Jackson Wealth Management, LLC ($630K).

Company
Congress Large Cap Grow-Inst
Filed as
PROFESSIONALLY MANAGED PORTF CNGR LGC INSTL (Q1 2025)
CUSIP
74316J789
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 663 shares sold, net −663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Jackson Wealth Management, LLC 0.08% Reduce -4.4% 14,442 $630K

"% of holder's portfolio" is CMLIX's weight in each manager's 13F, not the share of Congress Large Cap Grow-Inst the manager owns.