PROFESSIONALLY MANAGED PORTFOLIOS
About this Fund
At Professionally Managed Portfolios, we specialize in providing expert asset management solutions to discerning investors seeking to grow their wealth through a well-diversified portfolio of mutual funds. As a trusted name in the investment industry, our company offers a broad range of mutual fund products, including equity, debt, hybrid, and money market funds, each carefully designed to cater to the unique needs and risk tolerance of our valued clients. Our team of seasoned investment professionals leverages their extensive expertise and in-depth market knowledge to craft and manage portfolios that balance risk and potential returns, ensuring that our investors achieve their long-term financial goals. We firmly believe in the importance of systematic investment planning, which is why we encourage our clients to adopt a disciplined approach to investing through systematic investment plans, or SIPs, allowing them to invest a fixed amount of money at regular intervals, regardless of market fluctuations. By doing so, our investors can benefit from the power of compounding and rupee cost averaging, ultimately leading to a more stable and prosperous financial future. Our investor-centric approach focuses on delivering exceptional wealth management services, providing our clients with personalized support, and keeping them informed about market trends and the performance of their investments. At Professionally Managed Portfolios, we take pride in our key strengths, including our rigorous research and selection process, our ability to adapt to changing market conditions, and our unwavering commitment to transparency and accountability. As a result, our investors trust us to manage their hard-earned money, confident in the knowledge that their portfolios are being expertly managed by a team of dedicated professionals who prioritize their needs above all else. With a proven track record of delivering consistent returns and a deep understanding of the complexities of the investment landscape, Professionally Managed Portfolios has established itself as a reputable and reliable partner for investors seeking to navigate the often-volatile world of mutual funds and achieve their financial aspirations. Our goal is to empower our clients to make informed investment decisions, backed by our expertise and guidance, and to provide them with the peace of mind that comes from knowing their financial well-being is in capable hands. By choosing Professionally Managed Portfolios, investors can tap into the benefits of professional asset management, including diversified portfolios, expert risk management, and access to a wide range of investment opportunities, all designed to help them build a brighter financial future.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | OABI OmniAb Inc Since 2026-05-10 | 68218J202 | Equity (Common) | — | — | 7,705 |
| 2 | OABI OmniAb Inc Since 2026-05-10 | 68218J301 | Equity (Common) | — | — | 7,705 |
| 3 | OPCH Option Care Health Inc Since 2026-05-10 | 68404L201 | Equity (Common) |
3.10%
|
$1.10 | 33,750 |
| 4 | PLMR Palomar Holdings Inc Since 2026-05-10 | 69753M105 | Equity (Common) |
3.47%
|
$1.23 | 9,905 |
| 5 | PEP PepsiCo Inc Since 2026-05-10 | 713448108 | Equity (Common) |
1.19%
|
$0.42 | 2,475 |
| 6 | PFE Pfizer Inc Since 2026-05-10 | 717081103 | Equity (Common) |
1.12%
|
$0.40 | 14,300 |
| 7 | ONON On Holding AG Since 2026-05-10 | N/A | Equity (Common) |
3.98%
|
$1.40 | 30,210 |
| 8 | IDXX IDEXX Laboratories Inc Since 2026-05-10 | 45168D104 | Equity (Common) |
3.22%
|
$1.14 | 1,730 |
| 9 | JPM JPMorgan Chase & Co Since 2026-05-10 | 46625H100 | Equity (Common) |
2.01%
|
$0.71 | 2,360 |
| 10 | KVUE Kenvue Inc Since 2026-05-10 | 49177J102 | Equity (Common) |
1.28%
|
$0.45 | 23,725 |
| 11 | RSG Republic Services Inc Since 2026-05-10 | 760759100 | Equity (Common) |
1.49%
|
$0.53 | 2,300 |
| 12 | ROP Roper Technologies Inc Since 2026-05-10 | 776696106 | Equity (Common) |
2.70%
|
$0.95 | 2,725 |
| 13 | TDW Tidewater Inc Since 2026-05-10 | 88642R109 | Equity (Common) |
3.18%
|
$1.12 | 14,145 |
| 14 | UBER Uber Technologies Inc Since 2026-05-10 | 90353T100 | Equity (Common) |
2.91%
|
$1.03 | 13,605 |
| 15 | UPS United Parcel Service Inc Since 2026-05-10 | 911312106 | Equity (Common) |
1.28%
|
$0.45 | 3,885 |
| 16 | VZ Verizon Communications Inc Since 2026-05-10 | 92343V104 | Equity (Common) |
1.44%
|
$0.51 | 10,155 |
| 17 | V Visa Inc Since 2026-05-10 | 92826C839 | Equity (Common) |
4.29%
|
$1.51 | 4,730 |
| 18 | STE STERIS PLC Since 2026-05-10 | N/A | Equity (Common) |
1.43%
|
$0.51 | 2,005 |
| 19 | ABT Abbott Laboratories Since 2026-05-10 | 002824100 | Equity (Common) |
1.19%
|
$0.42 | 3,600 |
| 20 | AMZN Amazon.com Inc Since 2026-05-10 | 023135106 | Equity (Common) |
4.69%
|
$1.66 | 7,880 |
| 21 | CZR Caesars Entertainment Inc Since 2026-05-10 | 12769G100 | Equity (Common) |
3.31%
|
$1.17 | 46,710 |
| 22 | EEFT Euronet Worldwide Inc Since 2026-05-10 | 298736109 | Equity (Common) |
2.44%
|
$0.86 | 12,365 |
| 23 | AESI Atlas Energy Solutions Inc Since 2026-05-10 | 642045108 | Equity (Common) |
2.82%
|
$1.00 | 103,535 |