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: $370.5M134 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$378K	0.1%	4,162 SH	New
ABBVIE INC	COM	$915K	0.2%Prev: 0.2%	3,637 SH	Increased
ADVANCED MICRO DEVICES INC	COM	$2.6M	0.7%Prev: 0.4%	4,442 SH	Increased-4,983 SH
AFFIRM HLDGS INC	COM CL A	$265K	0.1%Prev: 0.1%	3,250 SH	Increased
AIRBNB INC	COM CL A	$237K	0.1%Prev: 0.1%	1,655 SH	Decreased-206 SH
ALPHABET INC	CAP STK CL A	$17.3M	4.7%Prev: 2.9%	48,282 SH	Increased-2,254 SH
ALPHABET INC	CAP STK CL C	$5.9M	1.6%Prev: 0.9%	16,689 SH	Increased+908 SH
AMAZON COM INC	COM	$13.0M	3.5%Prev: 4.3%	54,687 SH	Increased-4,661 SH
AMERICAN EXPRESS CO	COM	$412K	0.1%Prev: 0.1%	1,218 SH	Increased+570 SH
AMGEN INC	COM	$1.9M	0.5%Prev: 0.5%	5,130 SH	Increased-465 SH
APPLE INC	COM	$10.6M	2.9%Prev: 2.5%	36,536 SH	Increased-374 SH
APPLIED MATLS INC	COM	$1.6M	0.4%	2,264 SH	New
ARISTA NETWORKS INC	COM SHS	$4.0M	1.1%Prev: 1.0%	23,660 SH	Increased-5,316 SH
ASML HLDG NV	N Y REGISTRY SHS	$4.0M	1.1%	2,033 SH	New
ATLANTA BRAVES HLDGS INC	COM SER A	$2.4M	0.7%Prev: 0.6%	43,117 SH	Increased+5,607 SH
AURORA INNOVATION INC	CLASS A COM	$1.1M	0.3%	160,200 SH	New
AUTOZONE INC	COM	$208K	0.1%	65 SH	New
AXON ENTERPRISE INC	COM	$280K	0.1%	500 SH	New
BANK OF AMER CORP	COM	$250K	0.1%	4,395 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$749K	0.2%Prev: 0.2%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.4M	2.3%Prev: 2.5%	16,734 SH	Increased+1,034 SH
BLACKROCK MUNIYILD QULT FD I	COM	$3.3M	0.9%	283,121 SH	New
BLACKSTONE INC	COM	$534K	0.1%Prev: 0.2%	4,537 SH	Decreased-263 SH
BOOKING HOLDINGS INC	COM	$419K	0.1%	2,350 SH	New
BOSTON SCIENTIFIC CORP	COM	$224K	0.1%	5,250 SH	New
BROADCOM INC	COM	$2.8M	0.8%Prev: 0.4%	7,367 SH	Increased+3,252 SH
BTQ TECHNOLOGIES CORP	COM	$1.2M	0.3%	228,612 SH	New
CATERPILLAR INC	COM	$1.3M	0.3%Prev: 0.2%	1,215 SH	Increased-380 SH
CHEVRON CORPORATION	COM	$1.5M	0.4%	9,262 SH	New
CISCO SYS INC	COM	$311K	0.1%Prev: 0.1%	2,650 SH	Increased-1,250 SH
CLEAN HARBORS INC	COM	$1.9M	0.5%Prev: 0.6%	6,452 SH	Increased-1,415 SH
COCA COLA CO	COM	$326K	0.1%Prev: 0.1%	4,013 SH	Increased+313 SH
CROWDSTRIKE HLDGS INC	CL A	$1.9M	0.5%Prev: 0.4%	2,450 SH	Increased+155 SH
CSX CORP	COM	$1.4M	0.4%Prev: 0.3%	29,465 SH	Increased-225 SH
CYTOMX THERAPEUTICS INC.	COM	$184K	0.0%	49,171 SH	New
DECKERS OUTDOOR CORP	COM	$656K	0.2%Prev: 0.2%	6,606 SH	Decreased-497 SH
DISNEY WALT CO	COM	$745K	0.2%Prev: 0.3%	7,744 SH	Decreased-440 SH
DOMINOS PIZZA INC	COM	$208K	0.1%Prev: 0.1%	701 SH	Decreased
DOVER CORP	COM	$861K	0.2%Prev: 0.2%	3,840 SH	Increased-135 SH
EATON CORP PLC	SHS	$1.3M	0.3%Prev: 0.1%	3,015 SH	Increased+2,015 SH
ELI LILLY & CO	COM	$4.3M	1.2%Prev: 0.9%	3,607 SH	Increased+280 SH
EMBRAER S.A.	SPONSORED ADS	$4.4M	1.2%Prev: 1.4%	69,203 SH	Increased-3,570 SH
ENI SPA	SPONSORED ADR	$309K	0.1%	6,600 SH	New
FERRARI N V	COM	$205K	0.1%	550 SH	New
FORTINET INC	COM	$4.0M	1.1%Prev: 0.7%	25,785 SH	Increased+4,885 SH
GE AEROSPACE	COM NEW	$222K	0.1%	595 SH	New
GENERAL DYNAMICS CORP	COM	$248K	0.1%Prev: 0.1%	700 SH	Increased
GILEAD SCIENCES INC	COM	$281K	0.1%	2,225 SH	New
GOLDMAN SACHS GROUP INC	COM	$2.7M	0.7%Prev: 0.4%	2,662 SH	Increased+982 SH
HERON THERAPEUTICS INC	COM	$861K	0.2%Prev: 1.5%	2,016,447 SH	Decreased-251,802 SH
HOME DEPOT INC	COM	$1.5M	0.4%Prev: 0.4%	4,375 SH	Increased+1,205 SH
HONEYWELL AEROSPACE INC	COM	$1.5M	0.4%	6,882 SH	New
HONEYWELL INTL INC	COM	$1.4M	0.4%Prev: 0.2%	6,332 SH	Increased+3,352 SH
INTEL CORP	COM	$873K	0.2%	6,250 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$385K	0.1%Prev: 0.1%	3,125 SH	Increased+1,225 SH
INTERNATIONAL BUSINESS MACHS	COM	$850K	0.2%Prev: 0.2%	3,023 SH	Increased+460 SH
INTUIT	COM	$696K	0.2%Prev: 0.3%	2,665 SH	Decreased+1,475 SH
INTUITIVE SURGICAL INC	COM NEW	$429K	0.1%	1,078 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$14.3M	3.9%Prev: 1.6%	47,167 SH	Increased+25,087 SH
INVESCO EXCH TRADED FD TR II	NASDAQNXTGEN100	$227K	0.1%	4,990 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.9M	0.5%Prev: 0.7%	2,591 SH	Decreased-1,026 SH
ISHARES TR	0-3 MTH TREASURY	$8.7M	2.4%	86,572 SH	New
ISHARES TR	CORE S&P500 ETF	$26.4M	7.1%Prev: 5.3%	35,213 SH	Increased+9,280 SH
ISHARES TR	MSCI INDIA ETF	$1.8M	0.5%	37,100 SH	New
ISHARES TR	ULTRA SHORT DUR	$13.5M	3.6%Prev: 3.8%	266,645 SH	Increased+39,597 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN NASDAQ	$354K	0.1%	5,781 SH	New
JOHNSON & JOHNSON	COM	$1.7M	0.5%Prev: 0.4%	6,838 SH	Increased-1,409 SH
JPMORGAN CHASE & CO	COM	$4.6M	1.3%	14,187 SH	New
LIBERTY LIVE HOLDINGS INC	COM SHS SER C	$462K	0.1%	4,375 SH	New
LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	$1.7M	0.5%	18,262 SH	New
LOCKHEED MARTIN CORP	COM	$250K	0.1%	490 SH	New
MARVELL TECHNOLOGY INC	COM	$2.9M	0.8%	9,596 SH	New
MASCO CORP	COM	$631K	0.2%Prev: 0.2%	7,750 SH	Increased-50 SH
MCDONALDS CORP	COM	$252K	0.1%Prev: 0.1%	931 SH	Decreased-239 SH
MERCADOLIBRE INC	COM	$8.9M	2.4%Prev: 4.0%	5,250 SH	Decreased+535 SH
MERCK & CO INC	COM	$650K	0.2%Prev: 0.1%	5,060 SH	Increased-500 SH
META PLATFORMS INC	CL A	$7.7M	2.1%Prev: 3.4%	13,686 SH	Decreased-279 SH
MICRON TECHNOLOGY INC	COM	$6.0M	1.6%	5,163 SH	New
MICROSOFT CORP	COM	$6.4M	1.7%Prev: 3.3%	17,259 SH	Decreased-2,696 SH
MORGAN STANLEY	COM NEW	$751K	0.2%Prev: 0.2%	3,595 SH	Increased+345 SH
NETFLIX INC.	COM	$1.5M	0.4%	20,545 SH	New
NEXTERA ENERGY INC	COM	$309K	0.1%	3,525 SH	New
NOVO-NORDISK A S	ADR	$203K	0.1%	4,225 SH	New
NUVEEN AMT FREE MUN CR INC F	COM	$7.7M	2.1%Prev: 1.7%	598,000 SH	Increased+173,000 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$10.0M	2.7%Prev: 4.7%	850,000 SH	Decreased-452,500 SH
NUVEEN DYNAMIC MUN OPPORTUNI	COM SHS	$312K	0.1%Prev: 0.4%	30,000 SH	Decreased-90,000 SH
NUVEEN FLOATING RATE INCOME	COM	$26.7M	7.2%Prev: 7.8%	3,477,794 SH	Increased+659,027 SH
NUVEEN MUN CR INCOME FD	COM SH BEN INT	$5.5M	1.5%	437,500 SH	New
NUVEEN MUN VALUE FD INC	COM	$5.5M	1.5%Prev: 1.6%	599,132 SH	Increased+47,500 SH
NUVEEN QUALITY MUNCP INCOME	COM	$7.5M	2.0%Prev: 2.0%	618,500 SH	Increased+78,500 SH
NVIDIA CORPORATION	COM	$8.5M	2.3%Prev: 2.8%	42,405 SH	Increased-11,017 SH
ON HLDG AG	NAMEN AKT A	$1.3M	0.4%Prev: 0.6%	37,228 SH	Decreased+1,785 SH
ORACLE CORP	COM	$1.6M	0.4%Prev: 0.9%	10,608 SH	Decreased-2,599 SH
PALANTIR TECHNOLOGIES INC	CL A	$305K	0.1%Prev: 0.1%	2,614 SH	Increased+1,069 SH
PALO ALTO NETWORKS INC	COM	$1.5M	0.4%Prev: 0.3%	4,489 SH	Increased+145 SH
PEPSICO INC	COM	$724K	0.2%Prev: 0.3%	5,350 SH	Decreased-575 SH
PFIZER INC	COM	$230K	0.1%Prev: 0.1%	9,551 SH	Increased+1,000 SH
PGIM ETF TR	PGIM ULTRA SH BD	$6.1M	1.6%Prev: 3.0%	122,381 SH	Decreased-61,128 SH
PLUG PWR INC	COM NEW	$200K	0.1%	73,850 SH	New
REDDIT INC	CL A	$536K	0.1%Prev: 0.2%	3,090 SH	Decreased-795 SH
ROSS STORES INC	COM	$1.1M	0.3%Prev: 0.3%	5,095 SH	Increased-905 SH
SALESFORCE INC	COM	$450K	0.1%Prev: 0.8%	2,875 SH	Decreased-6,082 SH
SHOPIFY INC	CL A SUB VTG SHS	$968K	0.3%Prev: 0.2%	8,475 SH	Increased+1,900 SH
SNOWFLAKE INC	COM SHS	$3.1M	0.8%	12,299 SH	New
SOLSTICE ADVANCED MATLS INC	COM SHS	$331K	0.1%	3,737 SH	New
SPDR GOLD TR	GOLD SHS	$3.7M	1.0%Prev: 0.9%	9,947 SH	Increased+918 SH
SPDR SERIES TRUST	ST STR SP BIOT	$884K	0.2%	5,585 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$572K	0.2%	767 SH	New
TALEN ENERGY CORP	COM	$269K	0.1%Prev: 0.1%	700 SH	Increased
TENET HEALTHCARE CORP	COM NEW	$227K	0.1%Prev: 0.2%	1,215 SH	Decreased-2,525 SH
TERADYNE INC	COM	$595K	0.2%	1,230 SH	New
THE TRADE DESK INC	COM CL A	$307K	0.1%Prev: 1.3%	16,980 SH	Decreased-36,801 SH
THERMO FISHER SCIENTIFIC INC	COM	$815K	0.2%Prev: 0.1%	1,625 SH	Increased+575 SH
TJX COS INC NEW	COM	$229K	0.1%	1,510 SH	New
UBER TECHNOLOGIES INC	COM	$843K	0.2%Prev: 0.3%	11,686 SH	Decreased+646 SH
UNITED PARCEL SVCS INC	CL B	$220K	0.1%	2,050 SH	New
UNITED RENTALS INC	COM	$946K	0.3%Prev: 0.2%	835 SH	Increased+45 SH
UNITEDHEALTH GROUP INC	COM	$1.7M	0.5%Prev: 0.3%	4,131 SH	Increased+1,031 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$203K	0.1%	296 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$327K	0.1%	883 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$698K	0.2%	12,000 SH	New
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$1.0M	0.3%	10,000 SH	New
VANGUARD WORLD FD	HEALTH CAR ETF	$632K	0.2%	2,115 SH	New
VERTIV HOLDINGS CO	COM CL A	$593K	0.2%Prev: 0.1%	1,770 SH	Increased-800 SH
VIRTUS CONVERTIBLE & INC FD	COM NEW	$8.6M	2.3%Prev: 2.3%	542,943 SH	Increased-10,127 SH
VIRTUS CONVERTIBLE & INCOME	COM NEW	$14.3M	3.9%Prev: 2.5%	813,039 SH	Increased+269,216 SH
VISA INC	COM CL A	$2.2M	0.6%Prev: 0.7%	6,420 SH	Increased+624 SH
WASTE MGMT INC DEL	COM	$228K	0.1%	1,025 SH	New
WELLS FARGO & CO	COM	$3.1M	0.8%	36,989 SH	New
WEYERHAEUSER CO	COM NEW	$509K	0.1%	21,263 SH	New
WISDOMTREE TR	INDIA ERNGS FD	$459K	0.1%	10,740 SH	New
YUM BRANDS INC	COM	$528K	0.1%Prev: 0.2%	3,300 SH	Decreased-500 SH
ZOETIS INC	CL A	$557K	0.2%Prev: 0.5%	7,745 SH	Decreased-1,405 SH
ZSCALER INC	COM	$201K	0.1%	1,425 SH	New

Sold (vs prior filing)

ABBOTT LABS — $566K
ADOBE INC — $1.8M
ARM HOLDINGS PLC — $229K
ASML HOLDING N V — $2.1M
BANK AMERICA CORP — $208K
BLACKROCK MUNIYIELD FD INC — $7.3M
BOEING CO — $250K
CHEVRON CORP NEW — $360K
CHIPOTLE MEXICAN GRILL INC — $691K
COMCAST CORP NEW — $264K
CYTOMX THERAPEUTICS INC — $217K
DATADOG INC — $212K
DELL TECHNOLOGIES INC — $211K
EATON VANCE RISK-MANAGED DIV — $108K
EXXON MOBIL CORP — $2.7M
FIRST SOLAR INC — $302K
GENERAL MLS INC — $244K
HESS CORP — $726K
IDEXX LABS INC — $241K
INVESCO ACTIVELY MANAGED EXC — $212K
… and 17 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