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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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$30.54M
QoQ value delta ($000)
-$1.286M
(-4.04%)
Implied price effect (QoQ)
-6.76%
Shares
Total shares
620,723
QoQ shares delta
+17,615
(+2.92%)
Total shares held by funds (by quarter)
Market chart (CMLIX)
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Top holders (Q4 2025)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | 29,777 | 605,242 | 0.21% |
| Jackson Wealth Management, LLC | 762 | 15,481 | 0.07% |