CONGRESS ASSET MANAGEMENT CO SCCO — Southern Copper Corp

Ownership history in CONGRESS ASSET MANAGEMENT CO  ·  11 quarters on record

AI Ownership Summary

CONGRESS ASSET MANAGEMENT CO reported Southern Copper Corp (SCCO) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows SCCO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CONGRESS ASSET MANAGEMENT CO's position in Southern Copper Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SCCO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCCO stock page CONGRESS ASSET MANAGEMENT CO fund profile CONGRESS ASSET MANAGEMENT CO full holdings
How CONGRESS ASSET MANAGEMENT CO held SCCO — position size vs. price
% of Fund (quarterly)    SCCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,284 -1,230 -48.9% 0.00% $224K 2026-07-07 $169.75
2026 Q1 ADDED — — — 2,514 +20 +0.8% 0.00% $433K 2026-04-14 $190.46
2025 Q4 ADDED — — — 2,494 +20 +0.8% 0.00% $358K 2026-01-09 $165.82
2025 Q3 REDUCED — — — 2,474 -41 -1.6% 0.00% $300K 2025-10-10 $119.90
2025 Q2 REDUCED — — — 2,515 -67 -2.6% 0.00% $254K 2025-07-16 $90.97
2025 Q1 REDUCED 10.5% +10.1% ❌ 2,582 -302 -10.5% 0.00% $241K 2025-04-11 $78.33
2024 Q4 REDUCED 27.8% +3.3% ❌ 2,884 -1,110 -27.8% 0.00% $263K 2025-01-30 $85.14
2024 Q3 ADDED — — — 3,994 +12 +0.3% 0.00% $462K 2024-10-28 $104.23
2024 Q2 REDUCED — — — 3,982 -22 -0.5% 0.00% $429K 2024-08-02 $89.33
2024 Q1 REDUCED — — — 4,004 -90 -2.2% 0.00% $427K 2024-04-11 $105.01
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCCO

As of 2026 Q2 — sorted by position size

Balefire, LLC 3Y 7Y 0.14% CHAPIN DAVIS, INC. 3Y 0.12% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.09% TT International Asset Management LTD 3Y 0.07% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 0.03% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.03% Hilltop National Bank 0.02% MJT & Associates Financial Advisory Group, Inc. 0.02% Versant Capital Management, Inc 3Y 7Y 0.02% CoreCap Advisors, LLC 3Y 0.01%

FAQ About CONGRESS ASSET MANAGEMENT CO and SCCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has CONGRESS ASSET MANAGEMENT CO reported owning SCCO?

CONGRESS ASSET MANAGEMENT CO reported SCCO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SCCO position in CONGRESS ASSET MANAGEMENT CO's portfolio?

The largest reported portfolio weight for SCCO was 0.00% in 2024 Q3.

What is the latest reported SCCO position on this page?

The most recent filing on this page is 2026 Q2, when CONGRESS ASSET MANAGEMENT CO reported 1,284 shares, equal to 0.00% of portfolio, with an estimated market value of $224K.

What does the chart on this SCCO ownership page compare?

The chart compares CONGRESS ASSET MANAGEMENT CO's quarterly SCCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CONGRESS ASSET MANAGEMENT CO time their SCCO position?

Based on 13F filing dates vs. subsequent SCCO price moves, CONGRESS ASSET MANAGEMENT CO correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on SCCO relative to SPY over the holding period was +19.9%.

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