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CIK: 0001730945
Total reported value
$381.0M
$381.0M
134 檔
26.0%
The Q2 2026 SEC filing reveals that Congress Park Capital LLC held a total portfolio value of $381.0M, covering 134 public equity positions.
Congress Park Capital LLC executed strategic sector rebalancing during Q2 2026, establishing 16 new positions while fully exiting 13 holdings and trimming 45 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JFR | Nuveen Floating Rate Income | Stock-Other | 7.20% | -0.11% | +11.42% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.12% | +0.11% | +6.91% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.66% | -0.24% | -0.56% | |
| 4 | NCV | Virtus Convertible & Income | Stock-Other | 3.86% | -0.61% | +1.34% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.86% | +0.14% | +15.06% | |
| 6 | ICSH | Ishares Ultra Short Duration | ETF-Other | 3.64% | -0.34% | -1.52% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.52% | +0.07% | +1.70% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.85% | +0.28% | +1.92% | |
| 9 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 2.69% | -0.07% | — | |
| 10 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.41% | -0.01% | +3.14% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.35% | +1.51% | +5.82% | |
| 12 | NCZ | Virtus Convertible & Income | Stock-Other | 2.33% | -0.29% | +1.25% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.29% | +0.20% | -0.05% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.26% | -0.05% | +1.44% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.08% | +0.47% | +1.53% | |
| 16 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 2.07% | -0.20% | +2.57% | |
| 17 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 2.02% | -0.26% | +2.91% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | +0.60% | +8.34% | |
| 19 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.64% | +0.57% | +16.47% | |
| 20 | MU | Micron Technology Inc | Stock-Tech | 1.61% | -0.35% | -25.04% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.59% | -0.10% | +2.59% | |
| 22 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 1.50% | -0.07% | — | |
| 23 | NUV | Nuveen Municipal Value | Stock-Other | 1.49% | +0.43% | +0.84% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.07% | -0.18% | |
| 25 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 1.19% | +0.08% | -0.63% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | -0.10% | -0.06% | |
| 27 | ASML | ASML Holding N.V. | Stock-Tech | 1.09% | -0.17% | -4.55% | |
| 28 | ANET | Arista Networks Inc | Stock-Tech | 1.08% | +0.10% | -7.99% | |
| 29 | FTNT | Fortinet Inc | Stock-Tech | 1.07% | +0.08% | -9.17% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.99% | -0.06% | +4.87% | |
| 31 | MQY | Blackrock Muniyield Quality | Stock-Other | 0.89% | +0.11% | -0.73% | |
| 32 | SNOW | Snowflake Inc | Stock-Tech | 0.84% | -0.01% | -2.09% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.83% | -0.04% | -0.72% | |
| 34 | MRVL | Marvell Technology Inc | Stock-Tech | 0.77% | — | — | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | -0.05% | -0.26% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.73% | -0.11% | -1.63% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.70% | -0.11% | -49.23% | |
| 38 | BATRA | Atlanta Braves Holdings In-a | Stock-Other | 0.66% | +0.04% | +11.08% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | -0.03% | +2.10% | |
| 40 | CLH | Clean Harbors Inc | Stock-Industrials | 0.52% | -0.40% | -9.09% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | -0.03% | -14.15% | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.50% | +0.10% | -18.87% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.50% | +0.07% | — | |
| 44 | INDA | Ishares Msci India ETF | ETF-Other | 0.49% | -0.01% | +2.81% | |
| 45 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 0.47% | -0.01% | +14.30% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | — | -1.63% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.46% | -0.09% | -4.06% | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.44% | -0.18% | +0.76% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.29% | -6.41% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.09% | +14.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.9% | -25.04% | Trim |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +0.9% | +15.06% | Add |
| 3 | MRVL | Marvell Technology Inc | +0.8% | NEW | New buy |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.5% | +6.91% | Add |
| 5 | ✓ | +0.4% | NEW | New buy | |
| 6 | ✓ | +0.4% | NEW | New buy | |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.56% | Trim |
| 8 | FTNT | Fortinet Inc | +0.4% | -9.17% | Trim |
| 9 | SNOW | Snowflake Inc | +0.3% | -2.09% | Trim |
| 10 | ASML | ASML Holding N.V. | +0.2% | -4.55% | Trim |
| 11 | AMAT | Applied Materials Inc | +0.2% | +0.76% | Add |
| 12 | NCV | Virtus Convertible & Income | +0.2% | +1.34% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +2.59% | Add |
| 14 | PANW | Palo Alto Networks Inc | +0.2% | -12.05% | Trim |
| 15 | LLY | Eli Lilly & Co | +0.2% | -0.06% | Trim |
| 16 | AMD | Advanced Micro Devices | +0.2% | -49.23% | Trim |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -18.87% | Trim |
| 18 | NCZ | Virtus Convertible & Income | +0.1% | +1.25% | Add |
| 19 | BTQ | Btq Technologies CORP | +0.1% | -11.74% | Trim |
| 20 | ANET | Arista Networks Inc | +0.1% | -7.99% | Trim |
| 21 | BATRA | Atlanta Braves Holdings In-a | +0.1% | +11.08% | Add |
| 22 | UNH | Unitedhealth Group Inc | +0.1% | -4.06% | Trim |
| 23 | AUR | Aurora Innovation Inc | +0.1% | +2.73% | Add |
| 24 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 25 | AMZN | Amazon.com Inc | +0.1% | +1.70% | Add |
| 26 | INTC | Intel CORP | +0.1% | -45.65% | Trim |
| 27 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 28 | AXON | Axon Enterprise Inc | +0.1% | NEW | New buy |
| 29 | AFRM | Affirm Holdings Inc | +0.1% | NEW | New buy |
| 30 | AAPL | Apple Inc | +0.1% | +1.92% | Add |
| 31 | URI | United Rentals Inc | +0.1% | -6.18% | Trim |
| 32 | WM | Waste Management Inc | +0.1% | NEW | New buy |
| 33 | QQQJ | Invesco Nasdaq Next Gen 100 | +0.1% | NEW | New buy |
| 34 | BSX | Boston Scientific CORP | +0.1% | NEW | New buy |
| 35 | GE | General Electric | +0.1% | NEW | New buy |
| 36 | AZO | Autozone Inc | +0.1% | NEW | New buy |
| 37 | RACE | Ferrari N.V. | +0.1% | NEW | New buy |
| 38 | AVGO | Broadcom Inc | +0.1% | -0.26% | Trim |
| 39 | FWONK | Liberty Media Corp-formula-c | +0.1% | +14.30% | Add |
| 40 | TER | Teradyne Inc | +0.1% | +0.82% | Add |
| 41 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | New buy |
| 42 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | NEW | New buy |
| 43 | ZS | Zscaler Inc | +0.1% | NEW | New buy |
| 44 | PULS | Pgim Ultra Short Bond ETF | 0% | +16.47% | Add |
| 45 | HD | Home Depot Inc | 0% | +14.98% | Add |
| 46 | SHOP | Shopify Inc - Class A | 0% | +40.66% | Add |
| 47 | GS | Goldman Sachs Group Inc | 0% | -1.63% | Trim |
| 48 | XBI | Ss Spdr S&p Biotech ETF | 0% | +2.95% | Add |
| 49 | MAS | Masco CORP | 0% | — | Unchanged |
| 50 | NVDA | Nvidia CORP | 0% | -0.05% | 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 134 disclosed positions in Q2 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 26.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
MRVL
市值: $2.9M
Top Position Liquidated / Trimmed
XOM
前期市值: $4.2M
During Q2 2026, Congress Park Capital LLC's top holdings by market value included JFR (7.2%)、IVV (7.1%)、GOOGL (4.7%). The largest single position, JFR, represented 7.2% of total portfolio value.
In Q2 2026, Congress Park Capital LLC made 122 total portfolio adjustments, initiating 16 new buys, adding to 48 positions, trimming 45 holdings, and fully liquidating 13 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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