Congress Holdings

Most held

APDSX

Artisan Small Cap Fund - Advisor Shares

Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Clay Fuller GA-14 Spouse Northwestern Mutual IRA Kate ⇒ Artisan Small Cap Fund - Advisor Shares (APDSX) MF $1,001 - $15,000 May 19, 2026
filing 10078339, p. 3
Clay Fuller GA-14 Member Northwestern Mutual Roth IRA Clayton ⇒ Artisan Small Cap Fund - Advisor Shares (APDSX) MF $1,001 - $15,000 May 19, 2026
filing 10078339, p. 6

How the count is made: see Most held.