CM

Congress Mid Cap Growth Fund | CMIDX

Mutual Fund
PROFESSIONALLY MANAGED PORTFOLIOS
Last update 2024-09-28 39 Stocks (5 new)
Value $1.21 Bil Turnover 13 %
Countries:
Top Holdings: CASY(3.53%)SPSC(3.44%)BRO(3.17%)BAH(3.06%)MPWR(3.02%)
Portfolio Report
Summary Stock Picks Current Portfolio
Congress Mid Cap Growth Fund Top Holdings of 2024-07-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CASY 		Casey's General Stores Inc
110,000
42662.400
0%
3.530
0%
0.300
+10.07%
+51.08%
15026.918
Retail - Cyclical
SPSC 		SPS Commerce Inc
193,000
41576.060
0%
3.440
0%
0.510
-6.69%
-4.44%
6958.732
Software
BRO 		Brown & Brown Inc
385,000
38280.550
0%
3.170
0%
0.130
+12.24%
+59.05%
32150.302
Insurance
BAH 		Booz Allen Hamilton Holding Corp
258,000
36973.980
0%
3.060
0%
0.200
+24.60%
+44.96%
23446.299
Business Services
MPWR 		Monolithic Power Systems Inc
42,250
36465.550
-32.13%
3.020
-1.08%
0.090
-9.62%
+21.28%
37139.141
Semiconductors
CPRT 		Copart Inc
676,500
35401.250
0%
2.930
0%
0.070
+12.06%
+14.55%
54074.228
Business Services
WTS 		Watts Water Technologies Inc
164,000
34033.280
0%
2.820
0%
0.490
+12.76%
+0.67%
6948.338
Industrial Products
RMD 		ResMed Inc
158,500
33800.130
0%
2.800
0%
0.110
+18.37%
+48.08%
37048.310
Medical Devices & Instruments
CR 		Crane Co
210,000
33688.200
-41.05%
2.790
-1.66%
0.370
+21.10%
+49.63%
10072.844
Industrial Products
WFRD 		Weatherford International PLC
285,000
33590.100
New Holding
2.780
+2.78%
0.390
-17.32%
-10.09%
6356.323
Oil & Gas

Congress Mid Cap Growth Fund's Historical Top Holdings Breakdowns

Congress Mid Cap Growth Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
WFRD 		Weatherford International PLC2024-07-31New Buy
+2.78%
●
111.07 ($120.9) 134.26
$87.49
-27.63%
New holding
285,000
285,000
CHX 		ChampionX Corp2024-07-31Sold Out
-2.76%
●
30.19 ($33.03) 35.09
$30.79
-6.78%
Sold Out
0
-1,015,000
CW 		Curtiss-Wright Corp2024-07-31New Buy
+2.68%
●
262.93 ($276.66) 294.7
$385.84
39.46%
New holding
110,000
110,000
PTC 		PTC Inc2024-07-31New Buy
+2.43%
●
170.6 ($178.36) 187.32
$192.83
8.11%
New holding
165,000
165,000
BRKR 		Bruker Corp2024-07-31Sold Out
-2.41%
●
61.21 ($67.62) 78.29
$57.75
-14.60%
Sold Out
0
-381,500
MTD 		Mettler-Toledo International Inc2024-07-31Sold Out
-2.39%
●
1247.74 ($1411.62) 1530.55
$1,310.03
-7.20%
Sold Out
0
-24,050
PEN 		Penumbra Inc2024-07-31New Buy
+2.35%
●
167.09 ($190.1) 212.28
$236.45
24.38%
New holding
170,000
170,000
DV 		DoubleVerify Holdings Inc2024-07-31Sold Out
-2.34%
●
17.59 ($20.03) 31.03
$19.33
-3.49%
Sold Out
0
-987,500
ONTO 		Onto Innovation Inc2024-07-31New Buy
+2.06%
●
177.89 ($217.41) 238.04
$176.04
-19.03%
New holding
130,000
130,000
KEYS 		Keysight Technologies Inc2024-07-31Sold Out
-1.91%
●
134.93 ($141.52) 159.75
$165.42
16.89%
Sold Out
0
-159,500

Congress Mid Cap Growth Fund Total Holding History ($B)

To

Congress Mid Cap Growth Fund's Asset Allocation

To

Congress Mid Cap Growth Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Congress Mid Cap Growth Fund's Hypothetical Growth since 2024-07-31

Congress Mid Cap Growth Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Congress Mid Cap Growth Fund's Holdings Heat Map

Size field:

Congress Mid Cap Growth Fund's Holdings Bubble Chart

Congress Mid Cap Growth Fund News

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