PROFESSIONALLY MANAGED PORTFOLIOS - CMLIX
Sector:
Funds
· Industry:
Investment Company
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Company profile
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Quarter snapshot
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Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$25.91M
QoQ value delta ($000)
-$4.629M
(-15.16%)
Implied price effect (QoQ)
-7.74%
Shares
Total shares
570,838
QoQ shares delta
-49,885
(-8.04%)
Total shares held by funds (by quarter)
Market chart (CMLIX)
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Top holders (Q1 2026)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | 25,207 | 555,357 | 0.18% |
| Jackson Wealth Management, LLC | 703 | 15,481 | 0.07% |