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: $334.9M128 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$521K	0.2%Prev: 0.2%	4,162 SH	Decreased
ABBVIE INC	COM	$834K	0.2%Prev: 0.3%	3,651 SH	Decreased
ADOBE INC	COM	$278K	0.1%Prev: 0.4%	793 SH	Decreased-3,035 SH
ADVANCED MICRO DEVICES INC	COM	$2.0M	0.6%Prev: 0.5%	9,205 SH	Increased+65 SH
AFFIRM HLDGS INC	COM CL A	$242K	0.1%Prev: 0.1%	3,250 SH	Increased
AIRBNB INC	COM CL A	$319K	0.1%Prev: 0.1%	2,348 SH	Increased+212 SH
ALPHABET INC	CAP STK CL A	$15.2M	4.5%Prev: 3.8%	48,642 SH	Increased-1,427 SH
ALPHABET INC	CAP STK CL C	$5.2M	1.5%Prev: 1.2%	16,493 SH	Increased+648 SH
AMAZON COM INC	COM	$12.3M	3.7%Prev: 4.1%	53,187 SH	Decreased-6,256 SH
AMERICAN EXPRESS CO	COM	$240K	0.1%Prev: 0.1%	648 SH	Increased
AMGEN INC	COM	$1.8M	0.6%Prev: 0.5%	5,649 SH	Increased+54 SH
APPLE INC	COM	$9.7M	2.9%Prev: 2.9%	35,836 SH	Increased-468 SH
ARISTA NETWORKS INC	COM SHS	$3.5M	1.0%Prev: 1.3%	26,454 SH	Decreased-1,332 SH
ASML HOLDING N V	N Y REGISTRY SHS	$2.4M	0.7%Prev: 0.7%	2,260 SH	Increased-91 SH
ATLANTA BRAVES HLDGS INC	COM SER A	$1.7M	0.5%Prev: 0.6%	39,002 SH	Decreased-2,324 SH
AURORA INNOVATION INC	CLASS A COM	$668K	0.2%Prev: 0.4%	173,900 SH	Decreased-57,200 SH
BANK AMERICA CORP	COM	$242K	0.1%Prev: 0.1%	4,395 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.2%Prev: 0.2%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.2M	2.5%Prev: 2.5%	16,332 SH	Increased+132 SH
BLACKROCK MUNIYIELD FD INC	COM	$4.7M	1.4%Prev: 1.5%	450,000 SH	Decreased
BLACKSTONE INC	COM	$536K	0.2%Prev: 0.2%	3,479 SH	Decreased-871 SH
BROADCOM INC	COM	$2.3M	0.7%Prev: 0.4%	6,701 SH	Increased+3,036 SH
BTQ TECHNOLOGIES CORP	COM	$1.2M	0.3%Prev: 0.5%	225,462 SH	Decreased-7,813 SH
CATERPILLAR INC	COM	$762K	0.2%Prev: 0.2%	1,330 SH	Increased-190 SH
CHEVRON CORP NEW	COM	$1.5M	0.4%Prev: 0.4%	9,730 SH	Increased+1,592 SH
CHIPOTLE MEXICAN GRILL INC	COM	$339K	0.1%Prev: 0.2%	9,150 SH	Decreased-5,000 SH
CISCO SYS INC	COM	$300K	0.1%Prev: 0.1%	3,900 SH	Increased
CLEAN HARBORS INC	COM	$1.7M	0.5%Prev: 0.6%	7,102 SH	Decreased-740 SH
COCA COLA CO	COM	$281K	0.1%Prev: 0.1%	4,013 SH	Increased+313 SH
COMCAST CORP NEW	CL A	$221K	0.1%Prev: 0.1%	7,400 SH	Decreased
CROWDSTRIKE HLDGS INC	CL A	$865K	0.3%Prev: 0.3%	1,845 SH	Decreased-450 SH
CSX CORP	COM	$1.1M	0.3%Prev: 0.3%	29,490 SH	Increased-200 SH
CYTOMX THERAPEUTICS INC	COM	$251K	0.1%Prev: 0.1%	58,922 SH	Decreased-45,000 SH
DECKERS OUTDOOR CORP	COM	$646K	0.2%Prev: 0.2%	6,235 SH	Decreased-953 SH
DISNEY WALT CO	COM	$883K	0.3%Prev: 0.3%	7,759 SH	Decreased-501 SH
DOMINOS PIZZA INC	COM	$292K	0.1%Prev: 0.1%	701 SH	Decreased
DOVER CORP	COM	$757K	0.2%Prev: 0.2%	3,875 SH	Increased
EATON CORP PLC	SHS	$623K	0.2%Prev: 0.1%	1,955 SH	Increased+955 SH
ELI LILLY & CO	COM	$3.9M	1.2%Prev: 0.9%	3,658 SH	Increased-55 SH
EMBRAER S.A.	SPONSORED ADS	$4.5M	1.4%Prev: 1.4%	70,374 SH	Increased-1,539 SH
ENI S P A	SPONSORED ADR	$250K	0.1%Prev: 0.1%	6,600 SH	Increased
EXXON MOBIL CORP	COM	$3.1M	0.9%Prev: 0.9%	25,808 SH	Increased+249 SH
FIRST SOLAR INC	COM	$353K	0.1%Prev: 0.1%	1,350 SH	Increased-25 SH
FORTINET INC	COM	$2.0M	0.6%Prev: 0.6%	25,348 SH	Increased+3,678 SH
GENERAL DYNAMICS CORP	COM	$236K	0.1%Prev: 0.1%	700 SH	Decreased
GENERAL MLS INC	COM	$209K	0.1%Prev: 0.1%	4,500 SH	Decreased
GOLDMAN SACHS GROUP INC	COM	$2.4M	0.7%Prev: 0.6%	2,725 SH	Increased+221 SH
HERON THERAPEUTICS INC	COM	$4.0M	1.2%Prev: 1.1%	3,067,475 SH	Increased+177,318 SH
HOME DEPOT INC	COM	$1.1M	0.3%Prev: 0.4%	3,195 SH	Decreased+44 SH
HONEYWELL INTL INC	COM	$976K	0.3%Prev: 0.2%	5,005 SH	Increased+2,025 SH
INTEL CORP	COM	$480K	0.1%Prev: 0.1%	13,000 SH	Increased
INTERCONTINENTAL EXCHANGE IN	COM	$539K	0.2%Prev: 0.1%	3,325 SH	Increased+1,408 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.2M	0.4%Prev: 0.2%	4,023 SH	Increased+1,460 SH
INTUIT	COM	$633K	0.2%Prev: 0.2%	955 SH	Increased+40 SH
INTUITIVE SURGICAL INC	COM NEW	$455K	0.1%	803 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$9.8M	2.9%Prev: 2.5%	38,682 SH	Increased+5,838 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$341K	0.1%	1,780 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.0M	0.6%Prev: 0.6%	3,283 SH	Decreased-117 SH
ISHARES TR	0-3 MNTH TREASRY	$6.3M	1.9%	62,903 SH	New
ISHARES TR	CORE S&P500 ETF	$21.3M	6.4%Prev: 6.1%	31,124 SH	Increased+1,775 SH
ISHARES TR	MSCI INDIA ETF	$1.7M	0.5%	31,425 SH	New
ISHARES TR	MSCI INDONIA ETF	$2.1M	0.6%	109,904 SH	New
ISHARES TR	ULTRA SHORT DUR	$14.6M	4.4%Prev: 3.8%	288,640 SH	Increased+45,964 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN NASDAQ	$1.2M	0.4%	20,585 SH	New
JD.COM INC	SPON ADS CL A	$210K	0.1%	7,325 SH	New
JOHNSON & JOHNSON	COM	$1.6M	0.5%Prev: 0.4%	7,585 SH	Increased-76 SH
JPMORGAN CHASE & CO.	COM	$4.5M	1.4%Prev: 1.4%	14,082 SH	Increased-99 SH
LOCKHEED MARTIN CORP	COM	$355K	0.1%Prev: 0.1%	735 SH	Increased+135 SH
LULULEMON ATHLETICA INC	COM	$341K	0.1%Prev: 0.1%	1,640 SH	Decreased-720 SH
MASCO CORP	COM	$495K	0.1%Prev: 0.2%	7,800 SH	Decreased
MCDONALDS CORP	COM	$284K	0.1%Prev: 0.1%	929 SH	Decreased-241 SH
MERCADOLIBRE INC	COM	$9.4M	2.8%Prev: 3.4%	4,678 SH	Decreased+11 SH
MERCK & CO INC	COM	$585K	0.2%Prev: 0.1%	5,560 SH	Increased
META PLATFORMS INC	CL A	$8.8M	2.6%Prev: 3.2%	13,396 SH	Decreased-410 SH
MICRON TECHNOLOGY INC	COM	$2.0M	0.6%	6,858 SH	New
MICROSOFT CORP	COM	$9.3M	2.8%Prev: 3.2%	19,250 SH	Decreased-548 SH
MORGAN STANLEY	COM NEW	$641K	0.2%Prev: 0.2%	3,610 SH	Increased+385 SH
NETFLIX INC	COM	$1.6M	0.5%Prev: 0.5%	16,590 SH	Decreased+15,141 SH
NEXTERA ENERGY INC	COM	$434K	0.1%Prev: 0.1%	5,400 SH	Increased+25 SH
NUVEEN AMT FREE MUN CR INC F	COM	$7.2M	2.1%Prev: 1.9%	568,000 SH	Increased+63,000 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$11.0M	3.3%Prev: 4.1%	945,000 SH	Decreased-202,500 SH
NUVEEN DYNAMIC MUN OPPORTUNI	COM SHS	$202K	0.1%Prev: 0.2%	20,000 SH	Decreased-30,000 SH
NUVEEN FLOATING RATE INCOME	COM	$17.1M	5.1%Prev: 7.0%	2,184,758 SH	Decreased-574,174 SH
NUVEEN MUN VALUE FD INC	COM	$6.4M	1.9%Prev: 1.8%	709,132 SH	Increased+62,500 SH
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$5.3M	1.6%Prev: 2.0%	425,000 SH	Decreased-100,000 SH
NUVEEN QUALITY MUNCP INCOME	COM	$7.2M	2.2%Prev: 2.3%	601,000 SH	Decreased-23,000 SH
NVIDIA CORPORATION	COM	$7.9M	2.4%Prev: 2.6%	42,461 SH	Decreased-2,816 SH
ON HLDG AG	NAMEN AKT A	$1.7M	0.5%Prev: 0.5%	36,833 SH	Increased+1,225 SH
ORACLE CORP	COM	$2.3M	0.7%Prev: 1.1%	11,970 SH	Decreased-807 SH
PALANTIR TECHNOLOGIES INC	CL A	$209K	0.1%Prev: 0.1%	1,174 SH	Decreased-71 SH
PALO ALTO NETWORKS INC	COM	$839K	0.3%Prev: 0.3%	4,555 SH	Decreased+47 SH
PEPSICO INC	COM	$775K	0.2%Prev: 0.2%	5,400 SH	Increased
PFIZER INC	COM	$222K	0.1%Prev: 0.1%	8,926 SH	Decreased
PGIM ETF TR	PGIM ULTRA SH BD	$4.4M	1.3%Prev: 2.1%	88,949 SH	Decreased-49,313 SH
PLUG POWER INC	COM NEW	$140K	0.0%Prev: 0.1%	70,850 SH	Decreased-12,500 SH
QUALCOMM INC	COM	$213K	0.1%	1,242 SH	New
REDDIT INC	CL A	$679K	0.2%Prev: 0.2%	2,952 SH	Decreased-190 SH
ROSS STORES INC	COM	$991K	0.3%Prev: 0.3%	5,500 SH	Increased
SALESFORCE INC	COM	$2.5M	0.7%Prev: 0.8%	9,384 SH	Decreased-1,174 SH
SERVICENOW INC	COM	$275K	0.1%Prev: 0.1%	1,795 SH	Decreased+1,271 SH
SHOPIFY INC	CL A SUB VTG SHS	$805K	0.2%Prev: 0.3%	5,000 SH	Decreased-500 SH
SNOWFLAKE INC	COM SHS	$2.2M	0.6%Prev: 0.7%	9,867 SH	Decreased+162 SH
SPDR GOLD TR	GOLD SHS	$3.8M	1.1%Prev: 1.0%	9,465 SH	Increased+95 SH
SPDR S&P 500 ETF TR	TR UNIT	$980K	0.3%Prev: 0.3%	1,437 SH	Decreased-165 SH
SPDR SERIES TRUST	STATE STREET SPD	$596K	0.2%	4,890 SH	New
TALEN ENERGY CORP	COM	$262K	0.1%Prev: 0.1%	700 SH	Decreased
TENET HEALTHCARE CORP	COM NEW	$738K	0.2%Prev: 0.2%	3,715 SH	Decreased
THE TRADE DESK INC	COM CL A	$3.0M	0.9%Prev: 1.0%	79,436 SH	Decreased+14,580 SH
THERMO FISHER SCIENTIFIC INC	COM	$711K	0.2%Prev: 0.2%	1,227 SH	Increased+2 SH
TJX COS INC NEW	COM	$233K	0.1%Prev: 0.1%	1,515 SH	Increased
UBER TECHNOLOGIES INC	COM	$900K	0.3%Prev: 0.3%	11,016 SH	Decreased+226 SH
UNION PAC CORP	COM	$301K	0.1%Prev: 0.1%	1,300 SH	Decreased+25 SH
UNITED PARCEL SERVICE INC	CL B	$203K	0.1%Prev: 0.1%	2,050 SH	Decreased-525 SH
UNITED RENTALS INC	COM	$660K	0.2%Prev: 0.2%	815 SH	Decreased+10 SH
UNITEDHEALTH GROUP INC	COM	$1.1M	0.3%Prev: 0.4%	3,475 SH	Decreased+100 SH
UNIVERSAL HLTH SVCS INC	CL B	$245K	0.1%Prev: 0.1%	1,125 SH	Increased
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.2M	0.4%	20,500 SH	New
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$508K	0.2%	5,000 SH	New
VANGUARD WORLD FD	HEALTH CAR ETF	$505K	0.2%	1,755 SH	New
VERTIV HOLDINGS CO	COM CL A	$376K	0.1%Prev: 0.1%	2,320 SH	Increased
VIRTUS CONVERTIBLE & INC FD	COM NEW	$7.2M	2.1%Prev: 2.2%	520,115 SH	Increased+8,321 SH
VIRTUS CONVERTIBLE & INCOME	COM NEW	$11.1M	3.3%Prev: 3.0%	735,137 SH	Increased+101,287 SH
VISA INC	COM CL A	$2.0M	0.6%Prev: 0.6%	5,568 SH	Decreased-241 SH
WELLS FARGO CO NEW	COM	$3.5M	1.0%Prev: 1.0%	37,596 SH	Increased+868 SH
WEYERHAEUSER CO MTN BE	COM NEW	$669K	0.2%	28,250 SH	New
WISDOMTREE TR	INDIA ERNGS FD	$394K	0.1%	8,515 SH	New
YUM BRANDS INC	COM	$499K	0.1%Prev: 0.2%	3,300 SH	Decreased
ZOETIS INC	CL A	$1.1M	0.3%Prev: 0.4%	8,750 SH	Decreased-850 SH

Sold (vs prior filing)

ARM HOLDINGS PLC — $200K
ATLASSIAN CORPORATION — $315K
IDEXX LABS INC — $288K
KKR & CO INC — $325K
LIBERTY MEDIA CORP DEL — $560K
LIONSGATE STUDIOS CORP — $111K
LOWES COS INC — $203K
MONDAY COM LTD — $223K
MONGODB INC — $313K
PROCTER AND GAMBLE CO — $319K
SENTINELONE INC — $347K
THE CIGNA GROUP — $216K

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