Congress Park Capital LLC

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

Import this data to Google Sheets with:

=jivedata("congress-park-capital-llc-0001730945-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $325.7M131 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$427K	0.1%	4,162 SH	New
ABBVIE INC	COM	$794K	0.2%Prev: 0.3%	3,651 SH	Increased+14 SH
ADVANCED MICRO DEVICES INC	COM	$1.8M	0.5%Prev: 0.2%	8,750 SH	Increased+3,175 SH
AIRBNB INC	COM CL A	$316K	0.1%	2,503 SH	New
ALPHABET INC	CAP STK CL A	$14.0M	4.3%Prev: 3.1%	48,552 SH	Increased-4,050 SH
ALPHABET INC	CAP STK CL C	$4.7M	1.4%Prev: 0.9%	16,268 SH	Increased+466 SH
AMAZON COM INC	COM	$11.2M	3.4%Prev: 4.2%	53,772 SH	Increased-4,839 SH
AMERICAN EXPRESS CO	COM	$319K	0.1%	1,053 SH	New
AMGEN INC	COM	$1.8M	0.6%Prev: 0.7%	5,130 SH	Decreased-665 SH
APPLE INC	COM	$9.1M	2.8%Prev: 3.2%	35,846 SH	Increased-1,959 SH
APPLIED MATLS INC	COM	$768K	0.2%	2,247 SH	New
ARISTA NETWORKS INC	COM SHS	$3.2M	1.0%Prev: 0.9%	25,714 SH	Increased-4,807 SH
ASML HLDG NV	N Y REGISTRY SHS	$2.8M	0.9%	2,130 SH	New
ATLANTA BRAVES HLDGS INC	COM SER A	$1.8M	0.6%Prev: 0.4%	38,817 SH	Increased+16,827 SH
AURORA INNOVATION INC	CLASS A COM	$643K	0.2%	155,950 SH	New
BANK AMERICA CORP	COM	$214K	0.1%	4,395 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$718K	0.2%Prev: 0.3%	1 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.9M	2.4%Prev: 3.2%	16,497 SH	Decreased+415 SH
BLACKROCK MUNIYILD QULT FD I	COM	$3.1M	1.0%	285,192 SH	New
BLACKSTONE INC	COM	$447K	0.1%Prev: 0.2%	3,883 SH	Decreased+183 SH
BOOKING HOLDINGS INC	COM	$366K	0.1%	87 SH	New
BROADCOM INC	COM	$2.3M	0.7%Prev: 0.3%	7,386 SH	Increased+3,081 SH
BTQ TECHNOLOGIES CORP	COM	$692K	0.2%	259,012 SH	New
CATERPILLAR INC	COM	$1.1M	0.3%Prev: 0.2%	1,585 SH	Increased+365 SH
CHEVRON CORPORATION	COM	$1.9M	0.6%	9,177 SH	New
CISCO SYS INC	COM	$244K	0.1%Prev: 0.1%	3,150 SH	Decreased-1,423 SH
CLEAN HARBORS INC	COM	$2.0M	0.6%Prev: 0.6%	7,097 SH	Increased-500 SH
COCA COLA CO	COM	$305K	0.1%Prev: 0.3%	4,013 SH	Decreased-5,533 SH
COMCAST CORP NEW	CL A	$212K	0.1%Prev: 0.1%	7,400 SH	Decreased
CROWDSTRIKE HLDGS INC	CL A	$1.2M	0.4%Prev: 0.3%	3,020 SH	Increased+715 SH
CSX CORP	COM	$1.2M	0.4%Prev: 0.3%	29,465 SH	Increased-225 SH
CYTOMX THERAPEUTICS INC.	COM	$231K	0.1%	49,171 SH	New
DECKERS OUTDOOR CORP	COM	$662K	0.2%Prev: 0.3%	6,610 SH	Decreased-84 SH
DISNEY WALT CO	COM	$746K	0.2%Prev: 0.3%	7,744 SH	Decreased-290 SH
DOMINOS PIZZA INC	COM	$252K	0.1%Prev: 0.1%	701 SH	Decreased
DOVER CORP	COM	$800K	0.2%Prev: 0.3%	3,840 SH	Increased-135 SH
EATON CORP PLC	SHS	$1.1M	0.3%Prev: 0.1%	2,985 SH	Increased+1,985 SH
ELI LILLY & CO	COM	$3.3M	1.0%Prev: 1.0%	3,609 SH	Increased+432 SH
EMBRAER S.A.	SPONSORED ADS	$4.1M	1.3%Prev: 1.3%	69,644 SH	Increased-3,593 SH
ENI SPA	SPONSORED ADR	$374K	0.1%	6,600 SH	New
EXXON MOBIL CORP	COM	$4.2M	1.3%Prev: 1.1%	24,846 SH	Increased-579 SH
FIRST SOLAR INC	COM	$266K	0.1%Prev: 0.1%	1,350 SH	Decreased-1,200 SH
FORTINET INC	COM	$2.3M	0.7%Prev: 0.7%	28,389 SH	Increased+8,068 SH
FREEPORT MCMORAN INC	CL B	$250K	0.1%	4,250 SH	New
GENERAL DYNAMICS CORP	COM	$240K	0.1%	700 SH	New
GILEAD SCIENCES INC	COM	$213K	0.1%	1,525 SH	New
GOLDMAN SACHS GROUP INC	COM	$2.3M	0.7%Prev: 0.3%	2,706 SH	Increased+1,116 SH
HERON THERAPEUTICS INC	COM	$3.2M	1.0%Prev: 1.7%	4,032,737 SH	Decreased+1,997,120 SH
HOME DEPOT INC	COM	$1.3M	0.4%Prev: 0.4%	3,805 SH	Increased+710 SH
HONEYWELL INTL INC	COM	$1.1M	0.3%Prev: 0.2%	4,920 SH	Increased+1,940 SH
INTEL CORP	COM	$507K	0.2%	11,500 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$409K	0.1%Prev: 0.1%	2,600 SH	Increased+825 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.1M	0.3%Prev: 0.3%	4,473 SH	Increased+910 SH
INTUIT	COM	$614K	0.2%Prev: 0.3%	1,420 SH	Decreased+140 SH
INTUITIVE SURGICAL INC	COM NEW	$486K	0.1%	1,053 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$9.7M	3.0%Prev: 3.1%	40,994 SH	Increased-1,733 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$305K	0.1%	1,590 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.7M	0.5%Prev: 1.0%	3,018 SH	Decreased-2,521 SH
ISHARES INC	MSCI MLY ETF NEW	$385K	0.1%	13,550 SH	New
ISHARES TR	0-3 MNTH TREASRY	$8.2M	2.5%	81,809 SH	New
ISHARES TR	CORE S&P500 ETF	$21.5M	6.6%Prev: 5.3%	32,937 SH	Increased+7,903 SH
ISHARES TR	MSCI INDIA ETF	$1.7M	0.5%	36,085 SH	New
ISHARES TR	MSCI INDONIA ETF	$1.6M	0.5%	101,130 SH	New
ISHARES TR	ULTRA SHORT DUR	$13.7M	4.2%	270,748 SH	New
J P MORGAN EXCHANGE TRADED F	JPMORGAN NASDAQ	$530K	0.2%	9,385 SH	New
JOHNSON & JOHNSON	COM	$1.7M	0.5%Prev: 0.5%	6,951 SH	Increased-1,015 SH
JPMORGAN CHASE & CO	COM	$4.2M	1.3%	14,212 SH	New
LIBERTY LIVE HOLDINGS INC	COM SHS SER C	$412K	0.1%	4,375 SH	New
LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	$1.4M	0.4%	15,977 SH	New
LOCKHEED MARTIN CORP	COM	$308K	0.1%	510 SH	New
LULULEMON ATHLETICA INC	COM	$263K	0.1%	1,720 SH	New
MASCO CORP	COM	$468K	0.1%Prev: 0.2%	7,750 SH	Decreased-50 SH
MCDONALDS CORP	COM	$289K	0.1%Prev: 0.2%	930 SH	Decreased-1,065 SH
MERCADOLIBRE INC	COM	$8.8M	2.7%Prev: 3.5%	5,090 SH	Decreased+315 SH
MERCK & CO INC	COM	$609K	0.2%Prev: 0.2%	5,060 SH	Increased-521 SH
META PLATFORMS INC	CL A	$7.7M	2.4%Prev: 2.9%	13,480 SH	Decreased+3 SH
MICRON TECHNOLOGY INC	COM	$2.3M	0.7%	6,888 SH	New
MICROSOFT CORP	COM	$5.9M	1.8%Prev: 2.6%	15,930 SH	Decreased-2,362 SH
MORGAN STANLEY	COM NEW	$627K	0.2%Prev: 0.1%	3,813 SH	Increased+638 SH
NETFLIX INC.	COM	$1.7M	0.5%	17,740 SH	New
NEXTERA ENERGY INC	COM	$295K	0.1%	3,175 SH	New
NUVEEN AMT FREE MUN CR INC F	COM	$7.2M	2.2%Prev: 2.1%	583,000 SH	Increased+133,000 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$9.5M	2.9%Prev: 4.9%	850,000 SH	Decreased-310,000 SH
NUVEEN DYNAMIC MUN OPPORTUNI	COM SHS	$309K	0.1%Prev: 0.6%	30,000 SH	Decreased-117,500 SH
NUVEEN FLOATING RATE INCOME	COM	$23.5M	7.2%Prev: 7.8%	3,121,323 SH	Increased+699,784 SH
NUVEEN MUN CR INCOME FD	COM SH BEN INT	$5.3M	1.6%	437,500 SH	New
NUVEEN MUN VALUE FD INC	COM	$5.3M	1.6%Prev: 1.7%	594,132 SH	Increased+91,250 SH
NUVEEN QUALITY MUNCP INCOME	COM	$6.9M	2.1%Prev: 2.1%	601,000 SH	Increased+128,500 SH
NVIDIA CORPORATION	COM	$7.4M	2.3%Prev: 2.2%	42,425 SH	Increased-10,429 SH
ON HLDG AG	NAMEN AKT A	$1.3M	0.4%Prev: 0.5%	37,663 SH	Decreased+7,543 SH
ORACLE CORP	COM	$1.7M	0.5%Prev: 0.7%	11,335 SH	Decreased-2,371 SH
PALO ALTO NETWORKS INC	COM	$818K	0.3%Prev: 0.3%	5,104 SH	Increased+785 SH
PEPSICO INC	COM	$804K	0.2%Prev: 0.3%	5,175 SH	Decreased-300 SH
PFIZER INC	COM	$209K	0.1%Prev: 0.1%	7,426 SH	Increased-589 SH
PGIM ETF TR	PGIM ULTRA SH BD	$5.2M	1.6%	105,075 SH	New
PHILLIPS 66	COM	$208K	0.1%	1,140 SH	New
PLUG PWR INC	COM NEW	$167K	0.1%	73,850 SH	New
REDDIT INC	CL A	$442K	0.1%Prev: 0.2%	3,282 SH	Increased-527 SH
ROSS STORES INC	COM	$1.1M	0.3%Prev: 0.3%	5,100 SH	Increased-1,500 SH
SALESFORCE INC	COM	$644K	0.2%Prev: 0.8%	3,451 SH	Decreased-4,672 SH
SERVICENOW INC	COM	$256K	0.1%	2,450 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$715K	0.2%	6,025 SH	New
SNOWFLAKE INC	COM SHS	$1.9M	0.6%	12,562 SH	New
SOLSTICE ADVANCED MATLS INC	COM SHS	$285K	0.1%	3,737 SH	New
SPDR GOLD TR	GOLD SHS	$4.1M	1.3%	9,485 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$693K	0.2%	5,425 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$720K	0.2%	1,107 SH	New
TALEN ENERGY CORP	COM	$223K	0.1%Prev: 0.1%	700 SH	Decreased-550 SH
TENET HEALTHCARE CORP	COM NEW	$229K	0.1%Prev: 0.2%	1,215 SH	Decreased-2,525 SH
TERADYNE INC	COM	$362K	0.1%	1,220 SH	New
THE TRADE DESK INC	COM CL A	$562K	0.2%Prev: 1.0%	24,760 SH	Decreased-22,764 SH
THERMO FISHER SCIENTIFIC INC	COM	$768K	0.2%	1,562 SH	New
TJX COS INC NEW	COM	$241K	0.1%Prev: 0.5%	1,510 SH	Decreased-9,533 SH
UBER TECHNOLOGIES INC	COM	$825K	0.3%Prev: 0.3%	11,466 SH	Decreased-132 SH
UNION PAC CORP	COM	$303K	0.1%	1,250 SH	New
UNITED PARCEL SVCS INC	CL B	$202K	0.1%	2,050 SH	New
UNITED RENTALS INC	COM	$648K	0.2%	890 SH	New
UNITEDHEALTH GROUP INC	COM	$1.2M	0.4%Prev: 0.2%	4,306 SH	Increased+3,056 SH
UNIVERSAL HLTH SVCS INC	CL B	$201K	0.1%	1,125 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.1M	0.3%	18,750 SH	New
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$809K	0.2%	8,000 SH	New
VANGUARD WORLD FD	HEALTH CAR ETF	$560K	0.2%	2,055 SH	New
VERTIV HOLDINGS CO	COM CL A	$450K	0.1%Prev: 0.2%	1,795 SH	Increased-4,230 SH
VIRTUS CONVERTIBLE & INC FD	COM NEW	$7.2M	2.2%	536,237 SH	New
VIRTUS CONVERTIBLE & INCOME	COM NEW	$11.9M	3.7%	802,324 SH	New
VISA INC	COM CL A	$1.9M	0.6%Prev: 0.8%	6,288 SH	Decreased+292 SH
WELLS FARGO & CO	COM	$3.0M	0.9%	37,258 SH	New
WEYERHAEUSER CO	COM NEW	$519K	0.2%	21,257 SH	New
WISDOMTREE TR	INDIA ERNGS FD	$430K	0.1%	10,540 SH	New
YUM BRANDS INC	COM	$513K	0.2%Prev: 0.3%	3,300 SH	Decreased-986 SH
ZOETIS INC	CL A	$916K	0.3%Prev: 0.6%	7,750 SH	Decreased-1,225 SH

Sold (vs prior filing)

ABBOTT LABS — $552K
ADOBE INC — $1.4M
ASML HOLDING N V — $1.6M
AT&T INC — $283K
BLACKROCK MUNIYIELD FD INC — $8.5M
BOEING CO — $203K
BRITISH AMERN TOB PLC — $305K
CHEVRON CORP NEW — $607K
CHIPOTLE MEXICAN GRILL INC — $582K
CITIGROUP INC — $562K
CYTOMX THERAPEUTICS INC — $428K
EATON VANCE RISK-MANAGED DIV — $127K
FORD MTR CO — $144K
GENERAL MLS INC — $281K
HESS CORP — $685K
INVESCO ACTIVELY MANAGED EXC — $671K
INVESCO EXCH TRADED FD TR II — $287K
ISHARES TR — $2.6M
ISHARES TR — $3.1M
ISHARES TR — $16.2M
… and 13 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