Congress Asset Management CO Reduced Holdings in Q1 2025

Congress Asset Management CO

  • $12.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EQIX
Equinix Inc

Real Estate
-203
- 4.8%
$803.0 - $959.97 $163K - $195K
4.03K $3.28M
URI
United Rentals, Inc.

Industrials
-560
- 13.8%
$594.17 - $789.56 $333K - $442K
3.5K $2.19M
ROP
Roper Technologies Inc

Industrials
-1.5K
- 43.84%
$502.71 - $593.81 $753K - $890K
1.92K $1.13M
LUMN
Lumen Technologies, Inc.

Communication Services
-4.24K
- 1.0%
$3.92 - $5.92 $16.6K - $25.1K
417K $1.64M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-892
- 58.65%
$522.96 - $601.18 $466K - $536K
629 $335K
TDY
Teledyne Technologies Inc

Technology
-16.4K
- 7.2%
$455.51 - $518.84 $7.49M - $8.53M
212K $105M
PG
Procter & Gamble CO

Consumer Defensive
-3.72K
- 8.53%
$158.56 - $176.26 $590K - $656K
39.9K $6.8M
FCX
Freeport Mcmoran Inc

Basic Materials
-13.4K
- 58.86%
$34.5 - $43.01 $463K - $577K
9.37K $354K
PLXS
Plexus Corp

Technology
-97
- 0.6%
$120.51 - $170.49 $11.7K - $16.5K
16.1K $2.07M
JNJ
Johnson & Johnson

Healthcare
-3.85K
- 44.73%
$142.06 - $167.7 $547K - $646K
4.76K $789K
UNP
Union Pacific Corp

Industrials
-1.72K
- 50.71%
$225.21 - $254.42 $387K - $437K
1.67K $394K
CRL
Charles River Laboratories International, Inc.

Healthcare
-1.48K
- 33.98%
$150.52 - $190.14 $223K - $282K
2.88K $433K
TNGX
Tango Therapeutics, Inc.

Healthcare
-628
- 0.28%
$1.37 - $3.47 $860 - $2.18K
227K $334K
MTDR
Matador Resources CO

Energy
-139
- 0.21%
$44.79 - $63.77 $6.23K - $8.86K
67.5K $3.45M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-1.8K
- 51.54%
$154.39 - $176.55 $277K - $317K
1.69K $265K
BRKL
Brookline Bancorp Inc

Financial Services
-1.58K
- 0.59%
$10.72 - $12.69 $16.9K - $20.1K
268K $2.92M
CMC
Commercial Metals CO

Basic Materials
-354
- 0.51%
$43.22 - $53.05 $15.3K - $18.8K
68.8K $3.18M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-789
- 5.51%
$102.49 - $119.96 $80.9K - $94.6K
13.5K $1.41M
RLAY
Relay Therapeutics, Inc.

Healthcare
-1.28K
- 0.81%
$2.62 - $4.92 $3.36K - $6.31K
156K $409K
VOT
Vanguard Mid Cap Growth Index

ETFs
-785
- 24.19%
$237.72 - $276.98 $187K - $217K
2.46K $600K
ACLX
Arcellx, Inc.

Healthcare
-214
- 0.85%
$60.26 - $79.13 $12.9K - $16.9K
25.1K $1.71M
AOK
Ishares Tr Core Conservative A

ETFs
-6.84K
- 4.12%
$36.86 - $38.15 $252K - $261K
159K $5.98M
HIW
Highwoods Properties, Inc.

Real Estate
-702
- 0.51%
$27.69 - $30.78 $19.4K - $21.6K
136K $3.98M
PAVE
Global X Fds Us Infrastructure

ETFs
-2.46K
- 6.47%
$37.31 - $43.82 $91.9K - $108K
35.6K $1.34M
KEYS
Keysight Technologies, Inc.

Technology
-810
- 11.16%
$148.16 - $185.11 $120K - $150K
6.45K $965K
CHDN
Churchill Downs Inc

Consumer Cyclical
-325
- 4.69%
$106.5 - $132.91 $34.6K - $43.2K
6.61K $733K
VIRT
Virtu Financial, Inc.

Financial Services
-25.2K
- 6.85%
$34.19 - $40.96 $862K - $1.03M
343K $13M
TFC
Truist Financial Corp

Financial Services
-2.66K
- 8.33%
$39.48 - $48.15 $105K - $128K
29.3K $1.21M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
-13.3K
- 6.2%
N/A
201K $2.7M
DE
Deere & CO

Industrials
-583
- 25.73%
$408.57 - $509.27 $238K - $297K
1.68K $789K
ITW
Illinois Tool Works Inc

Industrials
-547
- 19.83%
$244.9 - $274.48 $134K - $150K
2.21K $548K
MS
Morgan Stanley

Financial Services
-100
- 0.69%
$111.68 - $141.08 $11.2K - $14.1K
14.4K $1.68M
VUG
Vanguard Growth ETF

ETFs
-94
- 3.66%
$369.1 - $427.61 $34.7K - $40.2K
2.47K $915K
IDXX
Idexx Laboratories Inc

Healthcare
-365
- 12.45%
$406.29 - $469.04 $148K - $171K
2.57K $1.08M
WMT
Walmart Inc.

Consumer Defensive
-711
- 2.94%
$84.5 - $105.05 $60.1K - $74.7K
23.5K $2.06M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.93K
- 1.86%
$30.73 - $32.26 $59.2K - $62.2K
102K $3.15M
POR
Portland General Electric CO

Utilities
-4.8K
- 3.62%
$40.56 - $45.24 $195K - $217K
128K $5.67M
BKH
Black Hills Corp

Utilities
-4.28K
- 4.34%
$55.74 - $61.86 $238K - $265K
94.1K $5.65M
HLNE
Hamilton Lane Inc

Financial Services
-78
- 0.08%
$137.87 - $170.18 $10.8K - $13.3K
98.9K $14.6M
ADSK
Autodesk, Inc.

Technology
-387
- 5.1%
N/A
7.21K $1.77M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-408
- 16.89%
$161.13 - $209.29 $65.7K - $85.4K
2.01K $332K
TALO
Talos Energy Inc.

Energy
-1.33K
- 0.34%
$8.21 - $11.01 $10.9K - $14.6K
384K $3.66M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-933
- 6.45%
$110.75 - $119.78 $103K - $112K
13.5K $1.58M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-3.13K
- 2.63%
$28.55 - $29.09 $89.4K - $91.1K
116K $3.34M
OZK
Bank Ozk

Financial Services
-288
- 0.46%
$41.71 - $53.1 $12K - $15.3K
62.4K $2.73M
USRT
Ishares Core U.S. Reit ETF

ETFs
-732
- 1.36%
$55.14 - $60.29 $40.4K - $44.1K
52.9K $3.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-325
- 20.63%
$442.66 - $534.52 $144K - $174K
1.25K $656K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-429
- 2.67%
$100.34 - $100.68 $43K - $43.2K
15.6K $1.57M
FHI
Federated Hermes, Inc.

Financial Services
-289
- 0.56%
$37.58 - $41.51 $10.9K - $12K
51.3K $2.09M
Activity Summary
Buys All Purchases 144 New Holdings 24 Increased Positions 120 Sells All Sells 207 Reductions 207 Sold out 0 Options Calls 0 Puts 0
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