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CIK: 0001730945
Total reported value
$381.0M
$381.0M
110 檔
16.8%
According to the latest 13F quarterly dataset, Congress Park Capital LLC managed an equity portfolio of $381.0M at the end of Q4 2024, spanning 110 distinct U.S. exchange-listed positions.
In Q4 2024, Congress Park Capital LLC adopted a defensive or profit-taking posture, trimming 51 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.02% | +0.11% | +7.64% | |
| 2 | JFR | Nuveen Floating Rate Income | Stock-Other | 5.00% | -0.11% | +3.34% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.98% | +0.07% | -1.65% | |
| 4 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 4.39% | -0.07% | -0.70% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.82% | +0.28% | -3.89% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.62% | -0.24% | +0.47% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.13% | +0.47% | -17.73% | |
| 8 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 3.07% | -0.01% | -1.21% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | +0.60% | -1.44% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.00% | +0.14% | +3.97% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.93% | -0.34% | +81.36% | |
| 12 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 2.77% | -0.07% | +29.04% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.75% | -0.05% | -5.43% | |
| 14 | XMYDX | Blackrock Muniyield Fund | Stock-Other | 2.70% | — | -9.37% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.30% | +0.20% | -14.10% | |
| 16 | NCV-PA | Virtus Convertible & Income Fund | Stock-Other | 2.20% | — | +11.52% | |
| 17 | ✓ | Virtus Convertible & Inc Fd | Stock-Other | 2.04% | — | +30.49% | |
| 18 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 2.01% | -0.26% | +17.32% | |
| 19 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 1.94% | -0.20% | +17.57% | |
| 20 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.56% | -0.08% | EXIT | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | -0.07% | -6.37% | |
| 22 | NUV | Nuveen Municipal Value | Stock-Other | 1.38% | +0.43% | +36.11% | |
| 23 | HRTX | Heron Therapeutics Inc | Stock-Other | 1.36% | -0.18% | +24.14% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.31% | — | -1.05% | |
| 25 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 1.25% | +0.08% | -10.80% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.18% | -0.03% | -3.11% | |
| 27 | ANET | Arista Networks Inc | Stock-Tech | 1.17% | +0.10% | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | -0.10% | -2.41% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 1.02% | +0.01% | -3.32% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | — | -6.18% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.99% | — | +2.43% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | — | -4.60% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | -0.10% | -0.75% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.84% | -0.29% | -9.41% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | -0.03% | — | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.76% | -0.04% | — | |
| 37 | FTNT | Fortinet Inc | Stock-Tech | 0.70% | +0.08% | -1.25% | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.68% | — | -19.85% | |
| 39 | CLH | Clean Harbors Inc | Stock-Industrials | 0.66% | -0.40% | -1.43% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.62% | +0.07% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | — | -5.38% | |
| 42 | BRZE | Braze Inc-a | Stock-Other | 0.59% | — | -0.77% | |
| 43 | ZTS | Zoetis Inc | Stock-Healthcare | 0.57% | -0.06% | -4.21% | |
| 44 | SNOW | Snowflake Inc | Stock-Tech | 0.54% | -0.01% | -7.58% | |
| 45 | ✓ | On Holding AG | Stock-Other | 0.53% | -0.36% | EXIT | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.09% | -6.63% | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.49% | -0.06% | EXIT | |
| 48 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.48% | -0.18% | EXIT | |
| 49 | NDMO | Nuveen Dynamic Municipal Opp | Stock-Other | 0.47% | +0.01% | +80.00% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | — | +16.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ICSH | Ishares Ultra Short Duration | +1.3% | +81.36% | Add |
| 2 | ANET | Arista Networks Inc | +1.2% | NEW | New buy |
| 3 | WFC | Wells Fargo & Co | +0.8% | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | +0.6% | -1.65% | Trim |
| 5 | ✓ | Virtus Convertible & Inc Fd | +0.5% | +30.49% | Add |
| 6 | NZF | Nuveen Municipal Credit Inc | +0.4% | +29.04% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.47% | Add |
| 8 | ASML | ASML Holding N.V. | +0.4% | NEW | New buy |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.4% | +7.64% | Add |
| 10 | NUV | Nuveen Municipal Value | +0.3% | +36.11% | Add |
| 11 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +3.97% | Add |
| 12 | NCV-PA | Virtus Convertible & Income Fund | +0.2% | +11.52% | Add |
| 13 | NDMO | Nuveen Dynamic Municipal Opp | +0.2% | +80.00% | Add |
| 14 | CVX | Chevron CORP | +0.2% | NEW | New buy |
| 15 | C | Citigroup Inc | +0.2% | NEW | New buy |
| 16 | NAD | Nuveen Quality Municipal Inc | +0.2% | +17.32% | Add |
| 17 | RDDT | Reddit Inc-cl A | +0.2% | -0.12% | Trim |
| 18 | CRM | Salesforce Inc | +0.1% | -3.32% | Trim |
| 19 | BRZE | Braze Inc-a | +0.1% | -0.77% | Trim |
| 20 | JFR | Nuveen Floating Rate Income | +0.1% | +3.34% | Add |
| 21 | NVG | Nuveen Amt-fr Muni Crdt | +0.1% | +17.57% | Add |
| 22 | FTNT | Fortinet Inc | +0.1% | -1.25% | Trim |
| 23 | SNOW | Snowflake Inc | +0.1% | -7.58% | Trim |
| 24 | T | At&t Inc | +0.1% | NEW | New buy |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -2.41% | Trim |
| 26 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 27 | DECK | Deckers Outdoor CORP | +0.1% | -1.87% | Trim |
| 28 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 29 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 30 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 31 | LULU | Lululemon Athletica Inc | +0.1% | -12.46% | Trim |
| 32 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | — | Unchanged |
| 33 | JPM | Jpmorgan Chase & Co | +0.1% | -6.37% | Trim |
| 34 | NFLX | Netflix Inc | +0.1% | -5.47% | Trim |
| 35 | AAPL | Apple Inc | +0.1% | -3.89% | Trim |
| 36 | SHOP | Shopify Inc - Class A | 0% | -6.75% | Trim |
| 37 | ULTA | Ulta Beauty Inc | 0% | +6.80% | Add |
| 38 | F | Ford Motor Co | 0% | NEW | New buy |
| 39 | WMT | Walmart Inc | 0% | -6.18% | Trim |
| 40 | GS | Goldman Sachs Group Inc | 0% | -3.90% | Trim |
| 41 | TJX | Tjx Companies Inc | 0% | +4.29% | Add |
| 42 | ✓ | On Holding AG | 0% | -2.95% | Trim |
| 43 | DIS | Walt Disney Co/the | 0% | -6.40% | Trim |
| 44 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 45 | PANW | Palo Alto Networks Inc | 0% | +99.96% | Add |
| 46 | JNJ | Johnson & Johnson | 0% | +16.44% | Add |
| 47 | MS | Morgan Stanley | 0% | -9.52% | Trim |
| 48 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 49 | CMG | Chipotle Mexican Grill Inc | 0% | — | Unchanged |
| 50 | IJH | Ishares Core S&p Midcap ETF | — | +2.43% | Add |
According to official SEC Form 13F filings, Congress Park Capital LLC reported a total U.S. public equity portfolio value of $381.0M across 110 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, JFR, AMZN) accounted for 16.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $3.2M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $2.9M
During Q4 2024, Congress Park Capital LLC's top holdings by market value included IVV (5.0%)、JFR (5.0%)、AMZN (5.0%). The largest single position, IVV, represented 5.0% of total portfolio value.
In Q4 2024, Congress Park Capital LLC made 94 total portfolio adjustments, initiating 9 new buys, adding to 24 positions, trimming 51 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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