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: $321.7M125 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$557K	0.2%	4,162 SH	New
ABBVIE INC	COM	$845K	0.3%Prev: 0.2%	3,651 SH	Decreased+14 SH
ADOBE INC	COM	$1.4M	0.4%	3,828 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.5M	0.5%Prev: 0.7%	9,140 SH	Decreased+4,698 SH
AFFIRM HLDGS INC	COM CL A	$238K	0.1%Prev: 0.1%	3,250 SH	Decreased
AIRBNB INC	COM CL A	$259K	0.1%Prev: 0.1%	2,136 SH	Increased+481 SH
ALPHABET INC	CAP STK CL A	$12.2M	3.8%Prev: 4.7%	50,069 SH	Decreased+1,787 SH
ALPHABET INC	CAP STK CL C	$3.9M	1.2%Prev: 1.6%	15,845 SH	Decreased-844 SH
AMAZON COM INC	COM	$13.1M	4.1%Prev: 3.5%	59,443 SH	Increased+4,756 SH
AMERICAN EXPRESS CO	COM	$215K	0.1%Prev: 0.1%	648 SH	Decreased-570 SH
AMGEN INC	COM	$1.6M	0.5%Prev: 0.5%	5,595 SH	Decreased+465 SH
APPLE INC	COM	$9.2M	2.9%Prev: 2.9%	36,304 SH	Decreased-232 SH
ARISTA NETWORKS INC	COM SHS	$4.0M	1.3%Prev: 1.1%	27,786 SH	Increased+4,126 SH
ARM HOLDINGS PLC	SPONSORED ADS	$200K	0.1%	1,415 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$2.3M	0.7%	2,351 SH	New
ATLANTA BRAVES HLDGS INC	COM SER A	$1.9M	0.6%Prev: 0.7%	41,326 SH	Decreased-1,791 SH
ATLASSIAN CORPORATION	CL A	$315K	0.1%	1,975 SH	New
AURORA INNOVATION INC	CLASS A COM	$1.2M	0.4%Prev: 0.3%	231,100 SH	Increased+70,900 SH
BANK AMERICA CORP	COM	$227K	0.1%	4,395 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$754K	0.2%Prev: 0.2%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.1M	2.5%Prev: 2.3%	16,200 SH	Decreased-534 SH
BLACKROCK MUNIYIELD FD INC	COM	$4.8M	1.5%	450,000 SH	New
BLACKSTONE INC	COM	$743K	0.2%Prev: 0.1%	4,350 SH	Increased-187 SH
BROADCOM INC	COM	$1.2M	0.4%Prev: 0.8%	3,665 SH	Decreased-3,702 SH
BTQ TECHNOLOGIES CORP	COM	$1.6M	0.5%Prev: 0.3%	233,275 SH	Increased+4,663 SH
CATERPILLAR INC	COM	$725K	0.2%Prev: 0.3%	1,520 SH	Decreased+305 SH
CHEVRON CORP NEW	COM	$1.3M	0.4%	8,138 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$555K	0.2%	14,150 SH	New
CISCO SYS INC	COM	$267K	0.1%Prev: 0.1%	3,900 SH	Decreased+1,250 SH
CLEAN HARBORS INC	COM	$1.8M	0.6%Prev: 0.5%	7,842 SH	Decreased+1,390 SH
COCA COLA CO	COM	$245K	0.1%Prev: 0.1%	3,700 SH	Decreased-313 SH
COMCAST CORP NEW	CL A	$233K	0.1%	7,400 SH	New
CROWDSTRIKE HLDGS INC	CL A	$1.1M	0.3%Prev: 0.5%	2,295 SH	Decreased-155 SH
CSX CORP	COM	$1.1M	0.3%Prev: 0.4%	29,690 SH	Decreased+225 SH
CYTOMX THERAPEUTICS INC	COM	$332K	0.1%	103,922 SH	New
DECKERS OUTDOOR CORP	COM	$729K	0.2%Prev: 0.2%	7,188 SH	Increased+582 SH
DISNEY WALT CO	COM	$946K	0.3%Prev: 0.2%	8,260 SH	Increased+516 SH
DOMINOS PIZZA INC	COM	$303K	0.1%Prev: 0.1%	701 SH	Increased
DOVER CORP	COM	$646K	0.2%Prev: 0.2%	3,875 SH	Decreased+35 SH
EATON CORP PLC	SHS	$374K	0.1%Prev: 0.3%	1,000 SH	Decreased-2,015 SH
ELI LILLY & CO	COM	$2.8M	0.9%Prev: 1.2%	3,713 SH	Decreased+106 SH
EMBRAER S.A.	SPONSORED ADS	$4.3M	1.4%Prev: 1.2%	71,913 SH	Decreased+2,710 SH
ENI S P A	SPONSORED ADR	$231K	0.1%	6,600 SH	New
EXXON MOBIL CORP	COM	$2.9M	0.9%	25,559 SH	New
FIRST SOLAR INC	COM	$303K	0.1%	1,375 SH	New
FORTINET INC	COM	$1.8M	0.6%Prev: 1.1%	21,670 SH	Decreased-4,115 SH
GENERAL DYNAMICS CORP	COM	$239K	0.1%Prev: 0.1%	700 SH	Decreased
GENERAL MLS INC	COM	$227K	0.1%	4,500 SH	New
GOLDMAN SACHS GROUP INC	COM	$2.0M	0.6%Prev: 0.7%	2,504 SH	Decreased-158 SH
HERON THERAPEUTICS INC	COM	$3.6M	1.1%Prev: 0.2%	2,890,157 SH	Increased+873,710 SH
HOME DEPOT INC	COM	$1.3M	0.4%Prev: 0.4%	3,151 SH	Decreased-1,224 SH
HONEYWELL INTL INC	COM	$627K	0.2%Prev: 0.4%	2,980 SH	Decreased-3,352 SH
IDEXX LABS INC	COM	$288K	0.1%	450 SH	New
INTEL CORP	COM	$436K	0.1%Prev: 0.2%	13,000 SH	Decreased+6,750 SH
INTERCONTINENTAL EXCHANGE IN	COM	$323K	0.1%Prev: 0.1%	1,917 SH	Decreased-1,208 SH
INTERNATIONAL BUSINESS MACHS	COM	$723K	0.2%Prev: 0.2%	2,563 SH	Decreased-460 SH
INTUIT	COM	$625K	0.2%Prev: 0.2%	915 SH	Decreased-1,750 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$8.1M	2.5%Prev: 3.9%	32,844 SH	Decreased-14,323 SH
INVESCO QQQ TR	UNIT SER 1	$2.0M	0.6%Prev: 0.5%	3,400 SH	Increased+809 SH
ISHARES TR	CORE S&P500 ETF	$19.6M	6.1%Prev: 7.1%	29,349 SH	Decreased-5,864 SH
ISHARES TR	ULTRA SHORT DUR	$12.3M	3.8%Prev: 3.6%	242,676 SH	Decreased-23,969 SH
JOHNSON & JOHNSON	COM	$1.4M	0.4%Prev: 0.5%	7,661 SH	Decreased+823 SH
JPMORGAN CHASE & CO.	COM	$4.5M	1.4%	14,181 SH	New
KKR & CO INC	COM	$325K	0.1%	2,500 SH	New
LIBERTY MEDIA CORP DEL	COM LBTY LIV S C	$560K	0.2%	5,775 SH	New
LIONSGATE STUDIOS CORP	COM	$111K	0.0%	16,050 SH	New
LOCKHEED MARTIN CORP	COM	$300K	0.1%Prev: 0.1%	600 SH	Increased+110 SH
LOWES COS INC	COM	$203K	0.1%	806 SH	New
LULULEMON ATHLETICA INC	COM	$420K	0.1%	2,360 SH	New
MASCO CORP	COM	$549K	0.2%Prev: 0.2%	7,800 SH	Decreased+50 SH
MCDONALDS CORP	COM	$356K	0.1%Prev: 0.1%	1,170 SH	Increased+239 SH
MERCADOLIBRE INC	COM	$10.9M	3.4%Prev: 2.4%	4,667 SH	Increased-583 SH
MERCK & CO INC	COM	$467K	0.1%Prev: 0.2%	5,560 SH	Decreased+500 SH
META PLATFORMS INC	CL A	$10.1M	3.2%Prev: 2.1%	13,806 SH	Increased+120 SH
MICROSOFT CORP	COM	$10.3M	3.2%Prev: 1.7%	19,798 SH	Increased+2,539 SH
MONDAY COM LTD	SHS	$223K	0.1%	1,150 SH	New
MONGODB INC	CL A	$313K	0.1%	1,010 SH	New
MORGAN STANLEY	COM NEW	$513K	0.2%Prev: 0.2%	3,225 SH	Decreased-370 SH
NETFLIX INC	COM	$1.7M	0.5%	1,449 SH	New
NEXTERA ENERGY INC	COM	$406K	0.1%Prev: 0.1%	5,375 SH	Increased+1,850 SH
NUVEEN AMT FREE MUN CR INC F	COM	$6.2M	1.9%Prev: 2.1%	505,000 SH	Decreased-93,000 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$13.1M	4.1%Prev: 2.7%	1,147,500 SH	Increased+297,500 SH
NUVEEN DYNAMIC MUN OPPORTUNI	COM SHS	$520K	0.2%Prev: 0.1%	50,000 SH	Increased+20,000 SH
NUVEEN FLOATING RATE INCOME	COM	$22.6M	7.0%Prev: 7.2%	2,758,932 SH	Decreased-718,862 SH
NUVEEN MUN VALUE FD INC	COM	$5.8M	1.8%Prev: 1.5%	646,632 SH	Increased+47,500 SH
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$6.6M	2.0%	525,000 SH	New
NUVEEN QUALITY MUNCP INCOME	COM	$7.3M	2.3%Prev: 2.0%	624,000 SH	Decreased+5,500 SH
NVIDIA CORPORATION	COM	$8.4M	2.6%Prev: 2.3%	45,277 SH	Decreased+2,872 SH
ON HLDG AG	NAMEN AKT A	$1.5M	0.5%Prev: 0.4%	35,608 SH	Increased-1,620 SH
ORACLE CORP	COM	$3.6M	1.1%Prev: 0.4%	12,777 SH	Increased+2,169 SH
PALANTIR TECHNOLOGIES INC	CL A	$227K	0.1%Prev: 0.1%	1,245 SH	Decreased-1,369 SH
PALO ALTO NETWORKS INC	COM	$918K	0.3%Prev: 0.4%	4,508 SH	Decreased+19 SH
PEPSICO INC	COM	$758K	0.2%Prev: 0.2%	5,400 SH	Increased+50 SH
PFIZER INC	COM	$227K	0.1%Prev: 0.1%	8,926 SH	Decreased-625 SH
PGIM ETF TR	PGIM ULTRA SH BD	$6.9M	2.1%Prev: 1.6%	138,262 SH	Increased+15,881 SH
PLUG POWER INC	COM NEW	$194K	0.1%	83,350 SH	New
PROCTER AND GAMBLE CO	COM	$319K	0.1%	2,075 SH	New
REDDIT INC	CL A	$723K	0.2%Prev: 0.1%	3,142 SH	Increased+52 SH
ROSS STORES INC	COM	$838K	0.3%Prev: 0.3%	5,500 SH	Decreased+405 SH
SALESFORCE INC	COM	$2.5M	0.8%Prev: 0.1%	10,558 SH	Increased+7,683 SH
SENTINELONE INC	CL A	$347K	0.1%	19,725 SH	New
SERVICENOW INC	COM	$482K	0.1%	524 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$817K	0.3%Prev: 0.3%	5,500 SH	Decreased-2,975 SH
SNOWFLAKE INC	COM SHS	$2.2M	0.7%Prev: 0.8%	9,705 SH	Decreased-2,594 SH
SPDR GOLD TR	GOLD SHS	$3.3M	1.0%Prev: 1.0%	9,370 SH	Decreased-577 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.1M	0.3%	1,602 SH	New
TALEN ENERGY CORP	COM	$298K	0.1%Prev: 0.1%	700 SH	Increased
TENET HEALTHCARE CORP	COM NEW	$754K	0.2%Prev: 0.1%	3,715 SH	Increased+2,500 SH
THE CIGNA GROUP	COM	$216K	0.1%	750 SH	New
THE TRADE DESK INC	COM CL A	$3.2M	1.0%Prev: 0.1%	64,856 SH	Increased+47,876 SH
THERMO FISHER SCIENTIFIC INC	COM	$594K	0.2%Prev: 0.2%	1,225 SH	Decreased-400 SH
TJX COS INC NEW	COM	$219K	0.1%Prev: 0.1%	1,515 SH	Decreased+5 SH
UBER TECHNOLOGIES INC	COM	$1.1M	0.3%Prev: 0.2%	10,790 SH	Increased-896 SH
UNION PAC CORP	COM	$301K	0.1%	1,275 SH	New
UNITED PARCEL SERVICE INC	CL B	$215K	0.1%	2,575 SH	New
UNITED RENTALS INC	COM	$769K	0.2%Prev: 0.3%	805 SH	Decreased-30 SH
UNITEDHEALTH GROUP INC	COM	$1.2M	0.4%Prev: 0.5%	3,375 SH	Decreased-756 SH
UNIVERSAL HLTH SVCS INC	CL B	$230K	0.1%	1,125 SH	New
VERTIV HOLDINGS CO	COM CL A	$350K	0.1%Prev: 0.2%	2,320 SH	Decreased+550 SH
VIRTUS CONVERTIBLE & INC FD	COM NEW	$7.0M	2.2%Prev: 2.3%	511,794 SH	Decreased-31,149 SH
VIRTUS CONVERTIBLE & INCOME	COM NEW	$9.5M	3.0%Prev: 3.9%	633,850 SH	Decreased-179,189 SH
VISA INC	COM CL A	$2.0M	0.6%Prev: 0.6%	5,809 SH	Decreased-611 SH
WELLS FARGO CO NEW	COM	$3.1M	1.0%	36,728 SH	New
YUM BRANDS INC	COM	$502K	0.2%Prev: 0.1%	3,300 SH	Decreased
ZOETIS INC	CL A	$1.4M	0.4%Prev: 0.2%	9,600 SH	Increased+1,855 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $378K
APPLIED MATLS INC — $1.6M
ASML HLDG NV — $4.0M
AUTOZONE INC — $208K
AXON ENTERPRISE INC — $280K
BANK OF AMER CORP — $250K
BLACKROCK MUNIYILD QULT FD I — $3.3M
BOOKING HOLDINGS INC — $419K
BOSTON SCIENTIFIC CORP — $224K
CHEVRON CORPORATION — $1.5M
CYTOMX THERAPEUTICS INC. — $184K
ENI SPA — $309K
FERRARI N V — $205K
GE AEROSPACE — $222K
GILEAD SCIENCES INC — $281K
HONEYWELL AEROSPACE INC — $1.5M
INTUITIVE SURGICAL INC — $429K
INVESCO EXCH TRADED FD TR II — $227K
ISHARES TR — $8.7M
ISHARES TR — $1.8M
… 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