CONGRESS ASSET MANAGEMENT CO

Position in SM — SM Energy Co

CIK 897378 BOSTON, MA

Position in SM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,960,914

-$539,945 QoQ

Shares Held

113,445

+1.0% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

of 52 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Energy · as of Jun 30, 2026

CONGRESS ASSET MANAGEMENT CO holds $69,311,722 across 7 Oil & Gas E&P names. SM ranks #7 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RRC	Range Resources Corp	630,278	$23,440,038
2	EOG	Eog Resources Inc	100,743	$13,069,389
3	CNX	CNX Resources Corp	315,210	$10,695,075
4	GPOR	Gulfport Energy Corp	43,488	$7,379,913
5	TALO	Talos Energy Inc.	508,014	$6,558,460
6	MTDR	Matador Resources Co	104,619	$5,207,933
7	SM	SM Energy Co This page	113,445	$2,960,914

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,960,914	113,445	+1.0%	Shares	Sole	2026-07-07
2026-03-31	$3,500,859	112,279	+13.5%	Shares	Sole	2026-04-14
2025-12-31	$1,849,878	98,924	-91.8%	Shares	Sole	2026-01-09
2025-09-30	$30,282,991	1,212,775	+19.9%	Shares	Sole	2025-10-10
2025-06-30	$24,983,564	1,011,071	-19.7%	Shares	Sole	2025-07-16
2025-03-31	$37,725,828	1,259,627	+15.8%	Shares	Sole	2025-04-11
2024-12-31	$42,150,182	1,087,466	-0.3%	Shares	Sole	2025-01-30
2024-09-30	$43,592,680	1,090,635	+5.9%	Shares	Sole	2024-10-28
2024-06-30	$44,510,731	1,029,626	+0.8%	Shares	Sole	2024-08-02
2024-03-31	$50,898,445	1,021,032	+16.3%	Shares	Sole	2024-04-11
2023-12-31	$33,986,054	877,739	+848.7%	Shares	Sole	2024-03-04
2023-09-30	$3,668,299	92,517	+2.6%	Shares	Sole	2023-11-01
2022-06-30	$3,083,767	90,195	+0.3%	Shares	Sole	2022-08-02
2022-03-31	$3,501,566	89,899	+3.9%	Shares	Sole	2022-04-20
2021-12-31	$2,550,196	86,506	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.