Congress Park Capital LLC

CIK 0001730945 • 6 13F filings • Apr 22, 2025 – Jul 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $305.0M119 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$566K	0.2%	4,162 SH	New
ABBVIE INC	COM	$675K	0.2%Prev: 0.2%	3,637 SH	Decreased-14 SH
ADOBE INC	COM	$1.8M	0.6%	4,556 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.3M	0.4%Prev: 0.5%	9,425 SH	Decreased+675 SH
AFFIRM HLDGS INC	COM CL A	$225K	0.1%	3,250 SH	New
AIRBNB INC	COM CL A	$246K	0.1%Prev: 0.1%	1,861 SH	Decreased-642 SH
ALPHABET INC	CAP STK CL A	$8.9M	2.9%Prev: 4.3%	50,536 SH	Decreased+1,984 SH
ALPHABET INC	CAP STK CL C	$2.8M	0.9%Prev: 1.4%	15,781 SH	Decreased-487 SH
AMAZON COM INC	COM	$13.0M	4.3%Prev: 3.4%	59,348 SH	Increased+5,576 SH
AMERICAN EXPRESS CO	COM	$207K	0.1%Prev: 0.1%	648 SH	Decreased-405 SH
AMGEN INC	COM	$1.6M	0.5%Prev: 0.6%	5,595 SH	Decreased+465 SH
APPLE INC	COM	$7.6M	2.5%Prev: 2.8%	36,910 SH	Decreased+1,064 SH
ARISTA NETWORKS INC	COM SHS	$3.0M	1.0%Prev: 1.0%	28,976 SH	Decreased+3,262 SH
ARM HOLDINGS PLC	SPONSORED ADS	$229K	0.1%	1,415 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$2.1M	0.7%	2,641 SH	New
ATLANTA BRAVES HLDGS INC	COM SER A	$1.8M	0.6%Prev: 0.6%	37,510 SH	Increased-1,307 SH
BANK AMERICA CORP	COM	$208K	0.1%Prev: 0.1%	4,395 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL A	$729K	0.2%Prev: 0.2%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.6M	2.5%Prev: 2.4%	15,700 SH	Decreased-797 SH
BLACKROCK MUNIYIELD FD INC	COM	$7.3M	2.4%	727,500 SH	New
BLACKSTONE INC	COM	$718K	0.2%Prev: 0.1%	4,800 SH	Increased+917 SH
BOEING CO	COM	$250K	0.1%	1,193 SH	New
BROADCOM INC	COM	$1.1M	0.4%Prev: 0.7%	4,115 SH	Decreased-3,271 SH
CATERPILLAR INC	COM	$619K	0.2%Prev: 0.3%	1,595 SH	Decreased+10 SH
CHEVRON CORP NEW	COM	$360K	0.1%	2,516 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$691K	0.2%	12,300 SH	New
CISCO SYS INC	COM	$271K	0.1%Prev: 0.1%	3,900 SH	Increased+750 SH
CLEAN HARBORS INC	COM	$1.8M	0.6%Prev: 0.6%	7,867 SH	Decreased+770 SH
COCA COLA CO	COM	$262K	0.1%Prev: 0.1%	3,700 SH	Decreased-313 SH
COMCAST CORP NEW	CL A	$264K	0.1%Prev: 0.1%	7,400 SH	Increased
CROWDSTRIKE HLDGS INC	CL A	$1.2M	0.4%Prev: 0.4%	2,295 SH	Decreased-725 SH
CSX CORP	COM	$969K	0.3%Prev: 0.4%	29,690 SH	Decreased+225 SH
CYTOMX THERAPEUTICS INC	COM	$217K	0.1%	95,422 SH	New
DATADOG INC	CL A COM	$212K	0.1%	1,575 SH	New
DECKERS OUTDOOR CORP	COM	$732K	0.2%Prev: 0.2%	7,103 SH	Increased+493 SH
DELL TECHNOLOGIES INC	CL C	$211K	0.1%	1,725 SH	New
DISNEY WALT CO	COM	$1.0M	0.3%Prev: 0.2%	8,184 SH	Increased+440 SH
DOMINOS PIZZA INC	COM	$316K	0.1%Prev: 0.1%	701 SH	Increased
DOVER CORP	COM	$728K	0.2%Prev: 0.2%	3,975 SH	Decreased+135 SH
EATON CORP PLC	SHS	$357K	0.1%Prev: 0.3%	1,000 SH	Decreased-1,985 SH
EATON VANCE RISK-MANAGED DIV	COM	$108K	0.0%	12,000 SH	New
ELI LILLY & CO	COM	$2.6M	0.9%Prev: 1.0%	3,327 SH	Decreased-282 SH
EMBRAER S.A.	SPONSORED ADS	$4.1M	1.4%Prev: 1.3%	72,773 SH	Increased+3,129 SH
EXXON MOBIL CORP	COM	$2.7M	0.9%Prev: 1.3%	25,242 SH	Decreased+396 SH
FIRST SOLAR INC	COM	$302K	0.1%Prev: 0.1%	1,825 SH	Increased+475 SH
FORTINET INC	COM	$2.2M	0.7%Prev: 0.7%	20,900 SH	Decreased-7,489 SH
GENERAL DYNAMICS CORP	COM	$204K	0.1%Prev: 0.1%	700 SH	Decreased
GENERAL MLS INC	COM	$244K	0.1%	4,700 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.2M	0.4%Prev: 0.7%	1,680 SH	Decreased-1,026 SH
HERON THERAPEUTICS INC	COM	$4.7M	1.5%Prev: 1.0%	2,268,249 SH	Increased-1,764,488 SH
HESS CORP	COM	$726K	0.2%	5,240 SH	New
HOME DEPOT INC	COM	$1.2M	0.4%Prev: 0.4%	3,170 SH	Decreased-635 SH
HONEYWELL INTL INC	COM	$694K	0.2%Prev: 0.3%	2,980 SH	Decreased-1,940 SH
IDEXX LABS INC	COM	$241K	0.1%	450 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$349K	0.1%Prev: 0.1%	1,900 SH	Decreased-700 SH
INTERNATIONAL BUSINESS MACHS	COM	$756K	0.2%Prev: 0.3%	2,563 SH	Decreased-1,910 SH
INTUIT	COM	$937K	0.3%Prev: 0.2%	1,190 SH	Increased-230 SH
INVESCO ACTIVELY MANAGED EXC	S&P500 DOWNSID	$212K	0.1%	6,000 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$5.0M	1.6%Prev: 3.0%	22,080 SH	Decreased-18,914 SH
INVESCO QQQ TR	UNIT SER 1	$2.0M	0.7%Prev: 0.5%	3,617 SH	Increased+599 SH
ISHARES TR	CORE S&P500 ETF	$16.1M	5.3%Prev: 6.6%	25,933 SH	Decreased-7,004 SH
ISHARES TR	ULTRA SHORT DUR	$11.5M	3.8%Prev: 4.2%	227,048 SH	Decreased-43,700 SH
JOHNSON & JOHNSON	COM	$1.3M	0.4%Prev: 0.5%	8,247 SH	Decreased+1,296 SH
JPMORGAN CHASE & CO.	COM	$4.0M	1.3%	13,858 SH	New
KKR & CO INC	COM	$299K	0.1%	2,250 SH	New
LIBERTY MEDIA CORP DEL	COM LBTY LIV S C	$1.0M	0.3%	12,605 SH	New
LIONSGATE STUDIOS CORP	COM	$1.0M	0.3%	179,450 SH	New
LULULEMON ATHLETICA INC	COM	$264K	0.1%Prev: 0.1%	1,110 SH	Increased-610 SH
MADISON SQUARE GRDN SPRT COR	CL A	$230K	0.1%	1,100 SH	New
MASCO CORP	COM	$502K	0.2%Prev: 0.1%	7,800 SH	Increased+50 SH
MCDONALDS CORP	COM	$342K	0.1%Prev: 0.1%	1,170 SH	Increased+240 SH
MERCADOLIBRE INC	COM	$12.3M	4.0%Prev: 2.7%	4,715 SH	Increased-375 SH
MERCK & CO INC	COM	$440K	0.1%Prev: 0.2%	5,560 SH	Decreased+500 SH
META PLATFORMS INC	CL A	$10.3M	3.4%Prev: 2.4%	13,965 SH	Increased+485 SH
MICROSOFT CORP	COM	$9.9M	3.3%Prev: 1.8%	19,955 SH	Increased+4,025 SH
MORGAN STANLEY	COM NEW	$458K	0.2%Prev: 0.2%	3,250 SH	Decreased-563 SH
NETFLIX INC	COM	$1.9M	0.6%	1,445 SH	New
NUVEEN AMT FREE MUN CR INC F	COM	$5.1M	1.7%Prev: 2.2%	425,000 SH	Decreased-158,000 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$14.2M	4.7%Prev: 2.9%	1,302,500 SH	Increased+452,500 SH
NUVEEN DYNAMIC MUN OPPORTUNI	COM SHS	$1.2M	0.4%Prev: 0.1%	120,000 SH	Increased+90,000 SH
NUVEEN FLOATING RATE INCOME	COM	$23.9M	7.8%Prev: 7.2%	2,818,767 SH	Increased-302,556 SH
NUVEEN MUN VALUE FD INC	COM	$4.8M	1.6%Prev: 1.6%	551,632 SH	Decreased-42,500 SH
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$7.0M	2.3%	590,000 SH	New
NUVEEN QUALITY MUNCP INCOME	COM	$6.1M	2.0%Prev: 2.1%	540,000 SH	Decreased-61,000 SH
NVIDIA CORPORATION	COM	$8.4M	2.8%Prev: 2.3%	53,422 SH	Increased+10,997 SH
ON HLDG AG	NAMEN AKT A	$1.8M	0.6%Prev: 0.4%	35,443 SH	Increased-2,220 SH
ORACLE CORP	COM	$2.9M	0.9%Prev: 0.5%	13,207 SH	Increased+1,872 SH
PALANTIR TECHNOLOGIES INC	CL A	$211K	0.1%	1,545 SH	New
PALO ALTO NETWORKS INC	COM	$889K	0.3%Prev: 0.3%	4,344 SH	Increased-760 SH
PEPSICO INC	COM	$782K	0.3%Prev: 0.2%	5,925 SH	Decreased+750 SH
PFIZER INC	COM	$207K	0.1%Prev: 0.1%	8,551 SH	Decreased+1,125 SH
PGIM ETF TR	PGIM ULTRA SH BD	$9.1M	3.0%Prev: 1.6%	183,509 SH	Increased+78,434 SH
PLUG POWER INC	COM NEW	$88K	0.0%	59,350 SH	New
PROCTER AND GAMBLE CO	COM	$331K	0.1%	2,075 SH	New
REDDIT INC	CL A	$585K	0.2%Prev: 0.1%	3,885 SH	Increased+603 SH
ROSS STORES INC	COM	$765K	0.3%Prev: 0.3%	6,000 SH	Decreased+900 SH
SALESFORCE INC	COM	$2.4M	0.8%Prev: 0.2%	8,957 SH	Increased+5,506 SH
SHAKE SHACK INC	CL A	$211K	0.1%	1,500 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$758K	0.2%Prev: 0.2%	6,575 SH	Increased+550 SH
SNOWFLAKE INC	CL A	$2.0M	0.7%	8,874 SH	New
SPDR GOLD TR	GOLD SHS	$2.8M	0.9%Prev: 1.3%	9,029 SH	Decreased-456 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.3M	0.4%	2,027 SH	New
STARZ ENTERTAINMENT CORP.	COM	$181K	0.1%	11,269 SH	New
TALEN ENERGY CORP	COM	$204K	0.1%Prev: 0.1%	700 SH	Decreased
TENET HEALTHCARE CORP	COM NEW	$658K	0.2%Prev: 0.1%	3,740 SH	Increased+2,525 SH
THE TRADE DESK INC	COM CL A	$3.9M	1.3%Prev: 0.2%	53,781 SH	Increased+29,021 SH
THERMO FISHER SCIENTIFIC INC	COM	$426K	0.1%Prev: 0.2%	1,050 SH	Decreased-512 SH
UBER TECHNOLOGIES INC	COM	$1.0M	0.3%Prev: 0.3%	11,040 SH	Increased-426 SH
ULTA BEAUTY INC	COM	$220K	0.1%	470 SH	New
UNION PAC CORP	COM	$224K	0.1%Prev: 0.1%	975 SH	Decreased-275 SH
UNITED RENTALS INC	COM	$595K	0.2%Prev: 0.2%	790 SH	Decreased-100 SH
UNITEDHEALTH GROUP INC	COM	$967K	0.3%Prev: 0.4%	3,100 SH	Decreased-1,206 SH
VERTIV HOLDINGS CO	COM CL A	$330K	0.1%Prev: 0.1%	2,570 SH	Decreased+775 SH
VIRTUS CONVERTIBLE & INC FD	COM NEW	$7.1M	2.3%Prev: 2.2%	553,070 SH	Decreased+16,833 SH
VIRTUS CONVERTIBLE & INCOME	COM NEW	$7.7M	2.5%Prev: 3.7%	543,823 SH	Decreased-258,501 SH
VISA INC	COM CL A	$2.1M	0.7%Prev: 0.6%	5,796 SH	Increased-492 SH
WELLS FARGO CO NEW	COM	$2.9M	1.0%	36,324 SH	New
YUM BRANDS INC	COM	$563K	0.2%Prev: 0.2%	3,800 SH	Increased+500 SH
ZOETIS INC	CL A	$1.4M	0.5%Prev: 0.3%	9,150 SH	Increased+1,400 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $427K
APPLIED MATLS INC — $768K
ASML HLDG NV — $2.8M
AURORA INNOVATION INC — $643K
BLACKROCK MUNIYILD QULT FD I — $3.1M
BOOKING HOLDINGS INC — $366K
BTQ TECHNOLOGIES CORP — $692K
CHEVRON CORPORATION — $1.9M
CYTOMX THERAPEUTICS INC. — $231K
ENI SPA — $374K
FREEPORT MCMORAN INC — $250K
GILEAD SCIENCES INC — $213K
INTEL CORP — $507K
INTUITIVE SURGICAL INC — $486K
INVESCO EXCHANGE TRADED FD T — $305K
ISHARES INC — $385K
ISHARES TR — $8.2M
ISHARES TR — $1.7M
ISHARES TR — $1.6M
J P MORGAN EXCHANGE TRADED F — $530K
… and 25 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001730945-26-000005	—	View
Jan 14, 2026	Q4 2025	13F-HR	0001730945-26-000001	$334.9M	View
Oct 8, 2025	Q3 2025