PROFESSIONALLY MANAGED PORTFOLIOS - CMLIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 555,130 | 28,511 | 0.18% | 0.18% | 1 | -227 | -0.04% | Q2 2026 | Jul 07, 2026 |
| Jackson Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -15,481 | -100.0% | Q2 2026 | Aug 20, 2026 |