13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001730945
Total reported value
$381.0M
$381.0M
125 檔
21.2%
According to the latest 13F quarterly dataset, Congress Park Capital LLC managed an equity portfolio of $381.0M at the end of Q3 2025, spanning 125 distinct U.S. exchange-listed positions.
In Q3 2025, Congress Park Capital LLC displayed an active expansion posture, initiating 33 new positions and adding to 40 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including JFR, IVV, XNEAX) accounted for 21.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
NCV
市值: $9.5M
Top Position Liquidated / Trimmed
IJR
前期市值: $3.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JFR | Nuveen Floating Rate Income | Stock-Other | 7.01% | -0.11% | -2.12% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.11% | +0.11% | +13.17% | |
| 3 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 4.06% | -0.07% | -11.90% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.06% | +0.07% | +0.16% | |
| 5 | ICSH | Ishares Ultra Short Duration | ETF-Other | 3.83% | -0.34% | +6.88% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.78% | -0.24% | -0.92% | |
| 7 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 3.39% | -0.01% | -1.02% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.19% | +0.60% | -0.79% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.15% | +0.47% | -1.14% | |
| 10 | NCV | Virtus Convertible & Income | Stock-Other | 2.96% | -0.61% | +16.55% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.87% | +0.28% | -1.64% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.63% | +0.20% | -15.25% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.53% | -0.05% | +3.18% | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.52% | +0.14% | +48.75% | |
| 15 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 2.27% | -0.26% | +15.56% | |
| 16 | NCZ | Virtus Convertible & Income | Stock-Other | 2.18% | -0.29% | -7.46% | |
| 17 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.14% | +0.57% | -24.66% | |
| 18 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 2.05% | -0.07% | -11.02% | |
| 19 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 1.93% | -0.20% | +18.82% | |
| 20 | NUV | Nuveen Municipal Value | Stock-Other | 1.80% | +0.43% | +17.22% | |
| 21 | XMYDX | Blackrock Muniyield Fund | Stock-Other | 1.48% | — | -38.14% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | -0.07% | +2.33% | |
| 23 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 1.35% | +0.08% | -1.18% | |
| 24 | ANET | Arista Networks Inc | Stock-Tech | 1.26% | +0.10% | -4.11% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | -0.10% | +0.41% | |
| 26 | HRTX | Heron Therapeutics Inc | Stock-Other | 1.13% | -0.18% | +27.42% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 1.12% | -0.29% | -3.26% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 1.04% | -0.06% | +3.78% | |
| 29 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.99% | -0.08% | EXIT | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 0.96% | -0.04% | +1.11% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | — | +1.26% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | -0.10% | +11.60% | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.78% | +0.01% | +17.87% | |
| 34 | ASML | ASML Holding N.V. | Stock-Tech | 0.71% | -0.17% | -10.98% | |
| 35 | SNOW | Snowflake Inc | Stock-Tech | 0.68% | -0.01% | +9.36% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | -0.03% | -6.00% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.62% | -0.11% | +49.05% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | -0.03% | +0.22% | |
| 39 | BATRA | Atlanta Braves Holdings In-a | Stock-Other | 0.58% | +0.04% | +10.17% | |
| 40 | FTNT | Fortinet Inc | Stock-Tech | 0.57% | +0.08% | +3.68% | |
| 41 | CLH | Clean Harbors Inc | Stock-Industrials | 0.57% | -0.40% | -0.32% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.54% | +0.03% | +0.28% | |
| 43 | BTQ | Btq Technologies CORP | Stock-Other | 0.50% | -0.23% | — | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.49% | +0.07% | — | |
| 45 | ✓ | On Holding AG | Stock-Other | 0.47% | -0.36% | EXIT | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.46% | -0.11% | -3.02% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | — | -7.11% | |
| 48 | ZTS | Zoetis Inc | Stock-Healthcare | 0.44% | -0.06% | +4.92% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.42% | — | -15.98% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | -0.09% | -0.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.8% | +13.17% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | -0.92% | Trim |
| 3 | MSFT | Microsoft CORP | +0.6% | -0.79% | Add |
| 4 | NVDA | Nvidia CORP | +0.5% | -15.25% | Trim |
| 5 | ORCL | Oracle CORP | +0.4% | -3.26% | Trim |
| 6 | ANET | Arista Networks Inc | +0.4% | -4.11% | Trim |
| 7 | GS | Goldman Sachs Group Inc | +0.3% | +49.05% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | +0.41% | Add |
| 9 | AMD | Advanced Micro Devices | +0.2% | -3.02% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.2% | -1.14% | Add |
| 11 | NAD | Nuveen Quality Municipal Inc | +0.2% | +15.56% | Add |
| 12 | BATRA | Atlanta Braves Holdings In-a | +0.2% | +10.17% | Add |
| 13 | SNOW | Snowflake Inc | +0.2% | +9.36% | Add |
| 14 | CVX | Chevron CORP | +0.2% | +223.45% | Add |
| 15 | NUV | Nuveen Municipal Value | +0.1% | +17.22% | Add |
| 16 | UNH | Unitedhealth Group Inc | +0.1% | +8.87% | Add |
| 17 | AVGO | Broadcom Inc | +0.1% | -10.94% | Trim |
| 18 | ASML | ASML Holding N.V. | +0.1% | -10.98% | Trim |
| 19 | WFC | Wells Fargo & Co | +0.1% | +1.11% | Add |
| 20 | CAT | Caterpillar Inc | +0.1% | -4.70% | Add |
| 21 | EMBJ | Embraer Sa-spon Adr | +0.1% | -1.18% | Trim |
| 22 | RDDT | Reddit Inc-cl A | +0.1% | -19.12% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +2.33% | Trim |
| 24 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | Trim |
| 25 | SHOP | Shopify Inc - Class A | 0% | -16.35% | Trim |
| 26 | THC | Tenet Healthcare CORP | 0% | -0.67% | Trim |
| 27 | PLUG | Plug Power Inc | 0% | +40.44% | Add |
| 28 | NFLX | Netflix Inc | 0% | +0.28% | Trim |
| 29 | BX | Blackstone Inc | 0% | -9.38% | Add |
| 30 | MS | Morgan Stanley | 0% | -0.77% | Add |
| 31 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 32 | TTD | Trade Desk Inc/the -class A | 0% | +20.59% | Add |
| 33 | UBER | Uber Technologies Inc | 0% | -2.26% | Trim |
| 34 | PANW | Palo Alto Networks Inc | 0% | +3.78% | Add |
| 35 | CLH | Clean Harbors Inc | — | -0.32% | Add |
| 36 | CSX | Csx CORP | — | — | Unchanged |
| 37 | KKR | Kkr & Co Inc | — | +11.11% | Add |
| 38 | TLN | Talen Energy CORP | — | — | Trim |
| 39 | DIS | Walt Disney Co/the | 0% | +0.93% | Add |
| 40 | PFE | Pfizer Inc | 0% | +4.39% | Add |
| 41 | ICE | Intercontinental Exchange In | 0% | +0.89% | Add |
| 42 | ✓ | On Holding AG | 0% | +0.47% | Add |
| 43 | HD | Home Depot Inc | 0% | -0.60% | Add |
| 44 | ABBV | Abbvie Inc | 0% | +0.38% | Add |
| 45 | CMCSA | Comcast Corp-class A | 0% | — | Unchanged |
| 46 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 47 | DPZ | Domino's Pizza Inc | 0% | — | Unchanged |
| 48 | FSLR | First Solar Inc | 0% | -24.66% | Trim |
| 49 | CSCO | Cisco Systems Inc | 0% | — | Trim |
| 50 | GIS | General Mills Inc | 0% | -4.26% | Trim |
According to official SEC Form 13F filings, Congress Park Capital LLC reported a total U.S. public equity portfolio value of $381.0M across 125 disclosed positions in Q3 2025.
During Q3 2025, Congress Park Capital LLC's top holdings by market value included JFR (7.0%)、IVV (6.1%)、XNEAX (4.1%). The largest single position, JFR, represented 7.0% of total portfolio value.
In Q3 2025, Congress Park Capital LLC made 130 total portfolio adjustments, initiating 33 new buys, adding to 40 positions, trimming 43 holdings, and fully liquidating 14 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.