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CIK: 0001730945
Total reported value
$381.0M
$381.0M
106 檔
19.7%
As reported in its official Q1 2025 Form 13F filing, Congress Park Capital LLC's tracked investment portfolio stood at $381.0M with 106 total positions.
In Q1 2025, Congress Park Capital LLC displayed an active expansion posture, initiating 106 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JFR | Nuveen Floating Rate Income | Stock-Other | 7.77% | -0.11% | +56.81% | |
| 2 | ICSH | Ishares Ultra Short Duration | ETF-Other | 6.15% | -0.34% | +100.15% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.33% | +0.11% | +6.56% | |
| 4 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 4.92% | -0.07% | +8.26% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.22% | +0.07% | -6.22% | |
| 6 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 3.53% | -0.01% | -3.81% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.24% | -0.05% | -3.83% | |
| 8 | XMYDX | Blackrock Muniyield Fund | Stock-Other | 3.23% | — | +12.99% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.18% | +0.28% | -9.93% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.12% | +0.14% | +8.89% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.08% | -0.24% | -0.20% | |
| 12 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 2.95% | -0.07% | +1.55% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.94% | +0.47% | -8.38% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.60% | +0.60% | -8.58% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.17% | +0.20% | +12.02% | |
| 16 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 2.11% | -0.20% | +3.45% | |
| 17 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 2.06% | -0.26% | -0.37% | |
| 18 | HRTX | Heron Therapeutics Inc | Stock-Other | 1.70% | -0.18% | -17.10% | |
| 19 | NUV | Nuveen Municipal Value | Stock-Other | 1.67% | +0.43% | +13.55% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | -0.07% | -15.00% | |
| 21 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 1.28% | +0.08% | -21.96% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.19% | — | -3.85% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.15% | — | -0.01% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.99% | -0.10% | -0.22% | |
| 25 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.98% | -0.08% | EXIT | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.98% | -0.03% | -12.73% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.97% | — | -0.11% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | -0.10% | -3.65% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.91% | — | -10.56% | |
| 30 | ANET | Arista Networks Inc | Stock-Tech | 0.90% | +0.10% | +4.48% | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 0.87% | -0.04% | +8.03% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.83% | +0.01% | -3.72% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | -0.03% | -13.68% | |
| 34 | FTNT | Fortinet Inc | Stock-Tech | 0.74% | +0.08% | -0.76% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.73% | -0.29% | -0.78% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.68% | +0.07% | -12.13% | |
| 37 | ASML | ASML Holding N.V. | Stock-Tech | 0.61% | -0.17% | +56.75% | |
| 38 | NDMO | Nuveen Dynamic Municipal Opp | Stock-Other | 0.57% | +0.01% | +13.03% | |
| 39 | CLH | Clean Harbors Inc | Stock-Industrials | 0.57% | -0.40% | -3.14% | |
| 40 | ZTS | Zoetis Inc | Stock-Healthcare | 0.56% | -0.06% | -7.14% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.54% | — | -11.02% | |
| 42 | SNOW | Snowflake Inc | Stock-Tech | 0.52% | -0.01% | -2.99% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.51% | +0.03% | +12.04% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.51% | -0.06% | EXIT | |
| 45 | ✓ | On Holding AG | Stock-Other | 0.50% | -0.36% | EXIT | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | — | -2.29% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | — | -27.92% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.09% | -12.07% | |
| 49 | BATRA | Atlanta Braves Holdings In-a | Stock-Other | 0.37% | +0.04% | — | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | -0.10% | -7.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JFR | Nuveen Floating Rate Income | — | NEW | New buy |
| 2 | ICSH | Ishares Ultra Short Duration | — | NEW | New buy |
| 3 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 4 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 8 | XMYDX | Blackrock Muniyield Fund | — | NEW | New buy |
| 9 | AAPL | Apple Inc | — | NEW | New buy |
| 10 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 12 | NZF | Nuveen Municipal Credit Inc | — | NEW | New buy |
| 13 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 14 | MSFT | Microsoft CORP | — | NEW | New buy |
| 15 | NVDA | Nvidia CORP | — | NEW | New buy |
| 16 | NVG | Nuveen Amt-fr Muni Crdt | — | NEW | New buy |
| 17 | NAD | Nuveen Quality Municipal Inc | — | NEW | New buy |
| 18 | HRTX | Heron Therapeutics Inc | — | NEW | New buy |
| 19 | NUV | Nuveen Municipal Value | — | NEW | New buy |
| 20 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 21 | EMBJ | Embraer Sa-spon Adr | — | NEW | New buy |
| 22 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 23 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 24 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 25 | TTD | Trade Desk Inc/the -class A | — | NEW | New buy |
| 26 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 27 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 28 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 29 | WMT | Walmart Inc | — | NEW | New buy |
| 30 | ANET | Arista Networks Inc | — | NEW | New buy |
| 31 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 32 | CRM | Salesforce Inc | — | NEW | New buy |
| 33 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 34 | FTNT | Fortinet Inc | — | NEW | New buy |
| 35 | ORCL | Oracle CORP | — | NEW | New buy |
| 36 | AMGN | Amgen Inc | — | NEW | New buy |
| 37 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 38 | NDMO | Nuveen Dynamic Municipal Opp | — | NEW | New buy |
| 39 | CLH | Clean Harbors Inc | — | NEW | New buy |
| 40 | ZTS | Zoetis Inc | — | NEW | New buy |
| 41 | ADBE | Adobe Inc | — | NEW | New buy |
| 42 | SNOW | Snowflake Inc | — | NEW | New buy |
| 43 | NFLX | Netflix Inc | — | NEW | New buy |
| 44 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 45 | ✓ | On Holding AG | — | NEW | New buy |
| 46 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 48 | HD | Home Depot Inc | — | NEW | New buy |
| 49 | BATRA | Atlanta Braves Holdings In-a | — | NEW | New buy |
| 50 | IBM | Intl Business Machines CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Congress Park Capital LLC reported a total U.S. public equity portfolio value of $381.0M across 106 disclosed positions in Q1 2025.
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 JFR, ICSH, IVV) accounted for 19.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
JFR
市值: $20.5M
During Q1 2025, Congress Park Capital LLC's top holdings by market value included JFR (7.8%)、ICSH (6.2%)、IVV (5.3%). The largest single position, JFR, represented 7.8% of total portfolio value.
In Q1 2025, Congress Park Capital LLC made 106 total portfolio adjustments, initiating 106 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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