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CIK: 0001730945
Total reported value
$381.0M
$381.0M
131 檔
22.2%
At the close of Q1 2026, Congress Park Capital LLC disclosed equity holdings valued at approximately $381.0M, spread across 131 reported holdings.
Congress Park Capital LLC executed strategic sector rebalancing during Q1 2026, establishing 11 new positions while fully exiting 8 holdings and trimming 51 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JFR | Nuveen Floating Rate Income | Stock-Other | 7.21% | -0.11% | +42.87% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.61% | +0.11% | +5.83% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.29% | -0.24% | -0.18% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-Other | 4.21% | -0.34% | -6.20% | |
| 5 | NCV | Virtus Convertible & Income | Stock-Other | 3.67% | -0.61% | +9.14% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.44% | +0.07% | +1.10% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.99% | +0.14% | +5.98% | |
| 8 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 2.93% | -0.07% | -10.05% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.79% | +0.28% | +0.03% | |
| 10 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.70% | -0.01% | +8.81% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.53% | +1.51% | +30.06% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.43% | -0.05% | +1.01% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.37% | +0.47% | +0.63% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.27% | +0.20% | -0.08% | |
| 15 | NCZ | Virtus Convertible & Income | Stock-Other | 2.21% | -0.29% | +3.10% | |
| 16 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 2.21% | -0.20% | +2.64% | |
| 17 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 2.12% | -0.26% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | +0.60% | -17.25% | |
| 19 | NUV | Nuveen Municipal Value | Stock-Other | 1.64% | +0.43% | -16.22% | |
| 20 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 1.64% | -0.07% | +2.94% | |
| 21 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.60% | +0.57% | +18.13% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.43% | -0.10% | -1.36% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.29% | — | -3.73% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.28% | -0.07% | +0.92% | |
| 25 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 1.27% | +0.08% | -1.04% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 1.25% | -0.06% | +0.21% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | -0.10% | -1.34% | |
| 28 | HRTX | Heron Therapeutics Inc | Stock-Other | 0.99% | -0.18% | +31.47% | |
| 29 | ANET | Arista Networks Inc | Stock-Tech | 0.97% | +0.10% | -2.80% | |
| 30 | MQY | Blackrock Muniyield Quality | Stock-Other | 0.96% | +0.11% | — | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 0.91% | -0.04% | -0.90% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.86% | -0.17% | -5.75% | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 0.71% | -0.35% | +0.44% | |
| 34 | FTNT | Fortinet Inc | Stock-Tech | 0.71% | +0.08% | +12.00% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.70% | -0.11% | -0.70% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | -0.05% | +10.22% | |
| 37 | CLH | Clean Harbors Inc | Stock-Industrials | 0.62% | -0.40% | -0.07% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | -0.03% | +12.93% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.58% | +0.49% | -5.68% | |
| 40 | SNOW | Snowflake Inc | Stock-Tech | 0.58% | -0.01% | +27.31% | |
| 41 | BATRA | Atlanta Braves Holdings In-a | Stock-Other | 0.56% | +0.04% | -0.47% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.55% | +0.07% | -9.19% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.55% | -0.11% | -4.94% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | -0.03% | -8.07% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | +0.03% | +6.93% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | — | -8.36% | |
| 47 | INDA | Ishares Msci India ETF | ETF-Other | 0.52% | -0.01% | +14.83% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.29% | -5.30% | |
| 49 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.49% | — | -7.98% | |
| 50 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 0.42% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JFR | Nuveen Floating Rate Income | +2.1% | +42.87% | Add |
| 2 | SGOV | Ishares 0-3 Month Treasury B | +0.6% | +30.06% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.4% | -3.73% | Trim |
| 4 | NCV | Virtus Convertible & Income | +0.3% | +9.14% | Add |
| 5 | PULS | Pgim Ultra Short Bond ETF | +0.3% | +18.13% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.2% | +5.83% | Add |
| 7 | ETN | Eaton Corporation plc | +0.1% | +52.69% | Add |
| 8 | CVX | Chevron CORP | +0.1% | -5.68% | Trim |
| 9 | ASML | ASML Holding N.V. | +0.1% | -5.75% | Trim |
| 10 | MU | Micron Technology Inc | +0.1% | +0.44% | Add |
| 11 | GLD | Spdr Gold Shares | +0.1% | +0.21% | Add |
| 12 | CLH | Clean Harbors Inc | +0.1% | -0.07% | Trim |
| 13 | CAT | Caterpillar Inc | +0.1% | +19.17% | Add |
| 14 | FTNT | Fortinet Inc | +0.1% | +12.00% | Add |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +63.69% | Add |
| 16 | VTES | Vanguard Sh Term Tax-ex Bond | +0.1% | +60.00% | Add |
| 17 | BATRA | Atlanta Braves Holdings In-a | +0.1% | -0.47% | Trim |
| 18 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +5.98% | Add |
| 19 | NCZ | Virtus Convertible & Income | +0.1% | +3.10% | Add |
| 20 | NFLX | Netflix Inc | +0.1% | +6.93% | Add |
| 21 | NVG | Nuveen Amt-fr Muni Crdt | +0.1% | +2.64% | Add |
| 22 | HD | Home Depot Inc | +0.1% | +19.09% | Add |
| 23 | CSX | Csx CORP | +0.1% | -0.08% | Trim |
| 24 | HON | Honeywell International Inc | +0.1% | -1.70% | Trim |
| 25 | JNJ | Johnson & Johnson | +0.1% | -8.36% | Trim |
| 26 | E | Eni Spa-sponsored Adr | 0% | — | Unchanged |
| 27 | ROST | Ross Stores Inc | 0% | -7.27% | Trim |
| 28 | NZF | Nuveen Municipal Credit Inc | 0% | +2.94% | Add |
| 29 | NDMO | Nuveen Dynamic Municipal Opp | 0% | +50.00% | Add |
| 30 | XBI | Ss Spdr S&p Biotech ETF | 0% | +10.94% | Add |
| 31 | AXP | American Express Co | 0% | +62.50% | Add |
| 32 | VRT | Vertiv Holdings Co-a | 0% | -22.63% | Trim |
| 33 | TMO | Thermo Fisher Scientific Inc | 0% | +27.30% | Add |
| 34 | VHT | Vanguard Health Care ETF | 0% | +17.09% | Add |
| 35 | DOV | Dover CORP | 0% | -0.90% | Trim |
| 36 | PEP | Pepsico Inc | 0% | -4.17% | Trim |
| 37 | INTC | Intel CORP | 0% | -11.54% | Trim |
| 38 | MRK | Merck & Co. Inc. | 0% | -8.99% | Trim |
| 39 | UNH | Unitedhealth Group Inc | 0% | +23.91% | Add |
| 40 | EPI | Wisdomtree India Earnings | 0% | +23.78% | Add |
| 41 | AVGO | Broadcom Inc | 0% | +10.22% | Add |
| 42 | ISRG | Intuitive Surgical Inc | 0% | +31.13% | Add |
| 43 | PLUG | Plug Power Inc | 0% | +4.23% | Add |
| 44 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 45 | DECK | Deckers Outdoor CORP | 0% | +6.01% | Add |
| 46 | YUM | Yum! Brands Inc | 0% | — | Unchanged |
| 47 | INDA | Ishares Msci India ETF | 0% | +14.83% | Add |
| 48 | MCD | Mcdonald's CORP | 0% | +0.11% | Add |
| 49 | V | Visa Inc-class A Shares | — | +12.93% | Add |
| 50 | AMGN | Amgen Inc | — | -9.19% | 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 131 disclosed positions in Q1 2026.
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, IVV, GOOGL) accounted for 22.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
MQY
市值: $3.1M
Top Position Liquidated / Trimmed
XMYDX
前期市值: $4.7M
During Q1 2026, Congress Park Capital LLC's top holdings by market value included JFR (7.2%)、IVV (6.6%)、GOOGL (4.3%). The largest single position, JFR, represented 7.2% of total portfolio value.
In Q1 2026, Congress Park Capital LLC made 124 total portfolio adjustments, initiating 11 new buys, adding to 54 positions, trimming 51 holdings, and fully liquidating 8 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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