CONGRESS ASSET MANAGEMENT CO HL — Hecla Mining Co.

Ownership history in CONGRESS ASSET MANAGEMENT CO  ·  31 quarters on record

AI Ownership Summary

CONGRESS ASSET MANAGEMENT CO reported Hecla Mining Co. (HL) in 31 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2025 Q4. The latest visible filing shows HL at 0.03% 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 HL 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 Hecla Mining Co., 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 Q1

HL was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

HL stock page CONGRESS ASSET MANAGEMENT CO fund profile CONGRESS ASSET MANAGEMENT CO full holdings
How CONGRESS ASSET MANAGEMENT CO held HL — position size vs. price
% of Fund (quarterly)    HL 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 Q1 REDUCED — — — 206,892 -533,454 -72.1% 0.03% $3.9M 2026-04-14 $19.69
2025 Q4 REDUCED 6.4% -2.9% ✅ 740,346 -50,607 -6.4% 0.10% $14.2M 2026-01-09 $22.45
2025 Q3 REDUCED — — — 790,953 -2,859 -0.4% 0.06% $9.6M 2025-10-10 $12.53
2025 Q2 REDUCED — — — 793,812 -1,194 -0.2% 0.03% $4.8M 2025-07-16 $6.01
2025 Q1 REDUCED — — — 795,006 -5,376 -0.7% 0.03% $4.4M 2025-04-11 $5.77
2024 Q4 ADDED — — — 800,382 +46,020 +6.1% 0.03% $3.9M 2025-01-30 $5.77
2024 Q3 REDUCED — — — 754,362 -7,470 -1.0% 0.03% $5.0M 2024-10-28 $6.80
2024 Q2 REDUCED — — — 761,832 -8,708 -1.1% 0.03% $3.7M 2024-08-02 $4.90
2024 Q1 REDUCED — — — 770,540 -28,529 -3.6% 0.03% $3.7M 2024-04-11 $5.49
2023 Q4 REDUCED — — — 799,069 -573 -0.1% 0.03% $3.8M 2024-03-04 $3.87
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HL

As of 2026 Q1 — sorted by position size

Steadtrust LLC 4.32% HATCH COVE CAPITAL, LLC 3.76% Lesa Sroufe & Co 3Y 7Y 3.15% Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 1.73% ABBINGTON INVESTMENT GROUP 1.64% Connective Portfolio Management, LLC 3Y 0.96% Towne Trust Company, N.A 3Y 7Y 0.6% CVFG LLC 0.52% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.44% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.43%

FAQ About CONGRESS ASSET MANAGEMENT CO and HL

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 HL?

CONGRESS ASSET MANAGEMENT CO reported HL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for HL was 0.10% in 2025 Q4.

What is the latest reported HL position on this page?

The most recent filing on this page is 2026 Q1, when CONGRESS ASSET MANAGEMENT CO reported 206,892 shares, equal to 0.03% of portfolio, with an estimated market value of $3.9M.

What does the chart on this HL ownership page compare?

The chart compares CONGRESS ASSET MANAGEMENT CO's quarterly HL 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 HL position?

Based on 13F filing dates vs. subsequent HL price moves, CONGRESS ASSET MANAGEMENT CO correctly timed 12 out of 28 reported position changes (43%). The annualised alpha on HL relative to SPY over the holding period was +15.0%.

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