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 | Added to | 605,242 | 29,777 | 0.21% | 0.21% | 1 | +16,576 | 2.82% | Q4 2025 | Jan 09, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 15,481 | 762 | 0.07% | 0.08% | 2 | +1,039 | 7.19% | Q4 2025 | Jan 20, 2026 |