Professionally Managed Portfolios

Congress Small Cap Growth Fund

Series ID: S000058028
LEI: 2549008E8MYF3JEF6W50
SEC CIK: 811030
$605.67M Avg Monthly Net Assets
$1.19B Total Assets
$1.20M Total Liabilities
$1.19B Net Assets
Congress Small Cap Growth Fund is a Mutual Fund in Professionally Managed Portfolios , based in Wisconsin, United States of America. The fund has two share classes and monthly net assets of $605.67M. On September 27th, 2024 it reported 41 holdings, the largest being Sprouts Farmers Market Inc (3.8%), Ligand Pharmaceuticals Inc (3.2%) and AeroVironment Inc (3.1%). Data provided by Fincoded.

Share Classes

Name Class/Contract ID Ticker Monthly Returns (2 years)
Institutional Class C000189786 CSMCX Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 24May 24Jun 249.82% (Max)-7.83% (Min)
Retail Class C000189785 CSMVX Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 24May 24Jun 249.81% (Max)-7.85% (Min)

Holdings

From latest NPORT-P, filed September 27th, 2024 for period ending July 31st, 2024. Historic holdings data available from Fincoded.
Name Profile Category Country Value $USD # Shares % of Fund
AeroVironment Inc Long Equity-common US $37M 210K 3.15
Ameris Bancorp Long Equity-common US $29M 480K 2.45
Badger Meter Inc Long Equity-common US $33M 160K 2.77
Balchem Corp Long Equity-common US $29M 165K 2.46
Boot Barn Holdings Inc Long Equity-common US $37M 275K 3.08
Calix Inc Long Equity-common US $27M 655K 2.26
Chuy's Holdings Inc Long Equity-common US $24M 650K 2.02
Cohen & Steers Inc Long Equity-common US $17M 200K 1.44
Comfort Systems USA Inc Long Equity-common US $33M 100K 2.79
CommVault Systems Inc Long Equity-common US $36M 235K 3.02
Core Laboratories Inc Long Equity-common US $27M 1M 2.29
Crane NXT Co Long Equity-common US $26M 410K 2.16
Criteo SA Long Equity-common FR $29M 650K 2.43
CSW Industrials Inc Long Equity-common US $37M 115K 3.13
elf Beauty Inc Long Equity-common US $29M 170K 2.46
Enpro Inc Long Equity-common US $29M 170K 2.44
First American Treasury Obligations Fund Long Short-term investment vehicle US $14M 14M 1.18
FTI Consulting Inc Long Equity-common US $25M 115K 2.10
ICF International Inc Long Equity-common US $29M 200K 2.47
Integer Holdings Corp Long Equity-common US $32M 270K 2.69
Knife River Corp Long Equity-common US $30M 380K 2.54
LeMaitre Vascular Inc Long Equity-common US $35M 400K 2.92
Ligand Pharmaceuticals Inc Long Equity-common US $38M 350K 3.20
Merit Medical Systems Inc Long Equity-common US $30M 350K 2.51
MGP Ingredients Inc Long Equity-common US $24M 290K 1.99
Moog Inc Long Equity-common US $31M 160K 2.63
Nova Ltd Long Equity-common IL $28M 135K 2.34
Ollie's Bargain Outlet Holdings Inc Long Equity-common US $28M 290K 2.38
PJT Partners Inc Long Equity-common US $15M 115K 1.28
Power Integrations Inc Long Equity-common US $24M 335K 2.05
Prestige Consumer Healthcare Inc Long Equity-common US $27M 375K 2.23
Progyny Inc Long Equity-common US $18M 635K 1.50
Qualys Inc Long Equity-common US $28M 185K 2.32
Skyline Champion Corp Long Equity-common US $26M 325K 2.22
SM Energy Co Long Equity-common US $28M 615K 2.39
Sprouts Farmers Market Inc Long Equity-common US $45M 450K 3.77
Sterling Infrastructure Inc Long Equity-common US $36M 310K 3.03
UFP Technologies Inc Long Equity-common US $34M 105K 2.83
Valvoline Inc Long Equity-common US $29M 620K 2.42
Vericel Corp Long Equity-common US $27M 540K 2.29
YETI Holdings Inc Long Equity-common US $26M 625K 2.17

Address

Professionally Managed Portfolios
615 East Michigan Street
Milwaukee
Wisconsin
53202
United States of America

Websites

N/A

Directors

Kathleen T. Barr
Eric W. Falkeis
Ashi S. Parikh
Cynthia M. Fornelli
Steven J. Paggioli

Transfer Agents

U.S. Bancorp Fund Services LLC

Pricing Services

ICE Data Pricing & Reference Data, LLC

Custodians

U.S. Bank N.A.

Shareholder Servicing Agents

Becker Capital Management Inc

Admins

U.S. Bancorp Fund Services LLC

Brokers

ALLIANCEBERNSTEIN INVESTMENTS, INC.
STRATEGAS SECURITIES, LLC
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY & CO. LLC
RAYMOND JAMES & ASSOCIATES, INC.
VIRTU AMERICAS LLC
INSTINET, LLC