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CIK: 0001730945
Total reported value
$381.0M
$381.0M
128 檔
21.1%
During the Q4 2025 filing period, Congress Park Capital LLC (CIK: 0001730945) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $381.0M across 128 reported positions.
Congress Park Capital LLC executed strategic sector rebalancing during Q4 2025, establishing 15 new positions while fully exiting 12 holdings and trimming 45 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.37% | +0.11% | +6.05% | |
| 2 | JFR | Nuveen Floating Rate Income | Stock-Other | 5.11% | -0.11% | -20.81% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.55% | -0.24% | -2.85% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-Other | 4.36% | -0.34% | +18.94% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.67% | +0.07% | -10.52% | |
| 6 | NCV | Virtus Convertible & Income | Stock-Other | 3.33% | -0.61% | +15.98% | |
| 7 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 3.28% | -0.07% | -17.65% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.92% | +0.14% | +17.77% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.91% | +0.28% | -1.29% | |
| 10 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.81% | -0.01% | +0.24% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.78% | +0.60% | -2.77% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.64% | +0.47% | -2.97% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.45% | -0.05% | +0.81% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | +0.20% | -6.22% | |
| 15 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 2.16% | -0.26% | -3.69% | |
| 16 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 2.15% | -0.20% | +12.48% | |
| 17 | NCZ | Virtus Convertible & Income | Stock-Other | 2.14% | -0.29% | +1.63% | |
| 18 | NUV | Nuveen Municipal Value | Stock-Other | 1.92% | +0.43% | +9.67% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.89% | +1.51% | — | |
| 20 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 1.60% | -0.07% | -19.05% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.55% | -0.10% | +4.09% | |
| 22 | XMYDX | Blackrock Muniyield Fund | Stock-Other | 1.41% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | -0.07% | -0.70% | |
| 24 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 1.35% | +0.08% | -2.14% | |
| 25 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.32% | +0.57% | -35.67% | |
| 26 | HRTX | Heron Therapeutics Inc | Stock-Other | 1.19% | -0.18% | +6.14% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | -0.10% | -1.48% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 1.12% | -0.06% | +1.01% | |
| 29 | WFC | Wells Fargo & Co | Stock-Financials | 1.05% | -0.04% | +2.36% | |
| 30 | ANET | Arista Networks Inc | Stock-Tech | 1.03% | +0.10% | -4.79% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.93% | — | +0.97% | |
| 32 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.90% | -0.08% | EXIT | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.74% | +0.01% | -11.12% | |
| 34 | ASML | ASML Holding N.V. | Stock-Tech | 0.72% | -0.17% | -3.87% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.72% | -0.11% | +8.83% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.70% | -0.29% | -6.32% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | -0.05% | +82.84% | |
| 38 | SNOW | Snowflake Inc | Stock-Tech | 0.65% | -0.01% | +1.67% | |
| 39 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.61% | — | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | -0.03% | -3.44% | |
| 41 | FTNT | Fortinet Inc | Stock-Tech | 0.60% | +0.08% | +16.97% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.59% | -0.11% | +0.71% | |
| 43 | MU | Micron Technology Inc | Stock-Tech | 0.58% | -0.35% | — | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | -0.03% | -4.15% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.55% | +0.07% | +0.97% | |
| 46 | ✓ | On Holding AG | Stock-Other | 0.51% | -0.36% | EXIT | |
| 47 | INDA | Ishares Msci India ETF | ETF-Other | 0.51% | -0.01% | — | |
| 48 | CLH | Clean Harbors Inc | Stock-Industrials | 0.50% | -0.40% | -9.44% | |
| 49 | BATRA | Atlanta Braves Holdings In-a | Stock-Other | 0.49% | +0.04% | -5.62% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | — | -0.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.8% | -2.85% | Trim |
| 2 | ICSH | Ishares Ultra Short Duration | +0.5% | +18.94% | Add |
| 3 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +17.77% | Add |
| 4 | NCV | Virtus Convertible & Income | +0.4% | +15.98% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | +4.09% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | +82.84% | Add |
| 7 | LLY | Eli Lilly & Co | +0.3% | -1.48% | Trim |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.3% | +6.05% | Add |
| 9 | NVG | Nuveen Amt-fr Muni Crdt | +0.2% | +12.48% | Add |
| 10 | IBM | Intl Business Machines CORP | +0.1% | +56.96% | Add |
| 11 | AMD | Advanced Micro Devices | +0.1% | +0.71% | Add |
| 12 | NUV | Nuveen Municipal Value | +0.1% | +9.67% | Add |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | +8.83% | Add |
| 14 | WFC | Wells Fargo & Co | +0.1% | +2.36% | Add |
| 15 | HON | Honeywell International Inc | +0.1% | +67.95% | Add |
| 16 | GLD | Spdr Gold Shares | +0.1% | +1.01% | Add |
| 17 | ETN | Eaton Corporation plc | +0.1% | +95.50% | Add |
| 18 | HRTX | Heron Therapeutics Inc | +0.1% | +6.14% | Add |
| 19 | AMGN | Amgen Inc | +0.1% | +0.97% | Add |
| 20 | ICE | Intercontinental Exchange In | +0.1% | +73.45% | Add |
| 21 | CVX | Chevron CORP | +0.1% | +19.56% | Add |
| 22 | AAPL | Apple Inc | 0% | -1.29% | Trim |
| 23 | ✓ | On Holding AG | 0% | +3.44% | Add |
| 24 | ROST | Ross Stores Inc | 0% | — | Unchanged |
| 25 | XOM | Exxon Mobil CORP | 0% | +0.97% | Add |
| 26 | FTNT | Fortinet Inc | 0% | +16.97% | Add |
| 27 | JNJ | Johnson & Johnson | 0% | -0.99% | Trim |
| 28 | MS | Morgan Stanley | 0% | +11.94% | Add |
| 29 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 30 | TMO | Thermo Fisher Scientific Inc | 0% | +0.16% | Add |
| 31 | DOV | Dover CORP | 0% | — | Unchanged |
| 32 | ABNB | Airbnb Inc-class A | 0% | +9.93% | Add |
| 33 | LMT | Lockheed Martin CORP | 0% | +22.50% | Add |
| 34 | FSLR | First Solar Inc | 0% | -1.82% | Trim |
| 35 | ASML | ASML Holding N.V. | 0% | -3.87% | Trim |
| 36 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 37 | EMBJ | Embraer Sa-spon Adr | — | -2.14% | Trim |
| 38 | INTC | Intel CORP | — | — | Unchanged |
| 39 | CAT | Caterpillar Inc | — | -12.50% | Trim |
| 40 | KO | Coca-cola Co/the | — | +8.46% | Add |
| 41 | NEE | Nextera Energy Inc | — | +0.47% | Add |
| 42 | VRT | Vertiv Holdings Co-a | — | — | Unchanged |
| 43 | AXP | American Express Co | — | — | Unchanged |
| 44 | E | Eni Spa-sponsored Adr | — | — | Unchanged |
| 45 | UHS | Universal Health Services-b | — | — | Unchanged |
| 46 | BAC | Bank Of America CORP | — | — | Unchanged |
| 47 | TJX | Tjx Companies Inc | — | — | Unchanged |
| 48 | CMCSA | Comcast Corp-class A | — | — | Unchanged |
| 49 | DPZ | Domino's Pizza Inc | — | — | Unchanged |
| 50 | INTU | Intuit Inc | — | +4.37% | 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 128 disclosed positions in Q4 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 IVV, JFR, GOOGL) accounted for 21.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
SGOV
市值: $6.3M
Top Position Liquidated / Trimmed
LLYVK*
前期市值: $560.0K
During Q4 2025, Congress Park Capital LLC's top holdings by market value included IVV (6.4%)、JFR (5.1%)、GOOGL (4.5%). The largest single position, IVV, represented 6.4% of total portfolio value.
In Q4 2025, Congress Park Capital LLC made 114 total portfolio adjustments, initiating 15 new buys, adding to 42 positions, trimming 45 holdings, and fully liquidating 12 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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