Congress Park Capital LLC Top Holdings and 13F Report (2026) About Congress Park Capital LLCInvestment ActivityCongress Park Capital LLC has $325.71 million in total holdings as of March 31, 2026.Congress Park Capital LLC owns shares of 131 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 8.43% of the portfolio was purchased this quarter.About 5.36% of the portfolio was sold this quarter.This quarter, Congress Park Capital LLC has purchased 128 new stocks and bought additional shares in 54 stocks.Congress Park Capital LLC sold shares of 51 stocks and completely divested from 8 stocks this quarter.Largest Holdings Nuveen Floating Rate Income Fund $23,472,349iShares Core S&P 500 ETF $21,514,800Alphabet $13,961,726iShares Ultra Short-Term Bond Active ETF $13,705,259VIRTUS CONVERTIBLE & INCOME $11,938,589 Largest New Holdings this Quarter 09254F100 - BlackRock MuniYield Quality Fund $3,131,404 Holding531229755 - Liberty Media Corporation - Liberty Formula One Series C $1,358,365 Holding038222105 - Applied Materials $767,889 Holding530909308 - LIBERTY LIVE HOLDINGS INC $411,732 Holding46434G814 - iShares MSCI Malaysia ETF $384,956 Holding Largest Purchases this Quarter Nuveen Floating Rate Income Fund 936,565 shares (about $7.04M)BlackRock MuniYield Quality Fund 285,192 shares (about $3.13M)iShares 0-3 Month Treasury Bond ETF 18,906 shares (about $1.90M)Liberty Media Corporation - Liberty Formula One Series C 15,977 shares (about $1.36M)iShares Core S&P 500 ETF 1,813 shares (about $1.18M) Largest Sales this Quarter Trade Desk 54,676 shares (about $1.24M)Microsoft 3,320 shares (about $1.23M)Salesforce 5,933 shares (about $1.11M)Nuveen AMT-Free Quality Municipal Income Fund 95,000 shares (about $1.07M)Nuveen Municipal Value Fund 115,000 shares (about $1.03M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCongress Park Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJFRNuveen Floating Rate Income Fund$23,472,349$7,042,969 ▲42.9%3,121,3237.2%Financial ServicesIVViShares Core S&P 500 ETF$21,514,800$1,184,271 ▲5.8%32,9376.6%ETFGOOGLAlphabet$13,961,726$25,881 ▼-0.2%48,5524.3%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$13,705,259$905,693 ▼-6.2%270,7484.2%ETFVIRTUS CONVERTIBLE & INCOME$11,938,589$999,743 ▲9.1%802,3243.7%COM NEWAMZNAmazon.com$11,199,027$121,837 ▲1.1%53,7723.4%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$9,740,992$549,377 ▲6.0%40,9943.0%ETFNEANuveen AMT-Free Quality Municipal Income Fund$9,545,500$1,066,850 ▼-10.1%850,0002.9%Financial ServicesAAPLApple$9,097,293$2,538 ▲0.0%35,8462.8%Computer and TechnologyMELIMercadoLibre$8,800,284$712,322 ▲8.8%5,0902.7%Retail/WholesaleSGOViShares 0-3 Month Treasury Bond ETF$8,234,899$1,903,079 ▲30.1%81,8092.5%ETFBRK.BBerkshire Hathaway$7,905,217$79,067 ▲1.0%16,4972.4%FinanceMETAMeta Platforms$7,712,439$48,060 ▲0.6%13,4802.4%Computer and TechnologyNVDANVIDIA$7,398,860$6,278 ▼-0.1%42,4252.3%Computer and TechnologyVIRTUS CONVERTIBLE & INC FD$7,190,945$216,196 ▲3.1%536,2372.2%COM NEWNVGNuveen AMT-Free Municipal Credit Income Fund$7,188,390$184,950 ▲2.6%583,0002.2%Financial ServicesNADNuveen Quality Municipal Income Fund$6,911,5000.0%601,0002.1%Financial ServicesMSFTMicrosoft$5,896,886$1,228,981 ▼-17.2%15,9301.8%Computer and TechnologyNUVNuveen Municipal Value Fund$5,341,247$1,033,850 ▼-16.2%594,1321.6%FinanceNZFNuveen Municipal Credit Income Fund$5,328,750$152,250 ▲2.9%437,5001.6%Financial ServicesPULSPGIM Ultra Short Bond ETF$5,201,227$798,239 ▲18.1%105,0751.6%ETFGOOGAlphabet$4,666,502$64,542 ▼-1.4%16,2681.4%Computer and TechnologyXOMExxonMobil$4,215,431$163,215 ▼-3.7%24,8461.3%EnergyJPMJPMorgan Chase & Co.$4,180,602$38,241 ▲0.9%14,2121.3%FinanceEMBRAER S.A.$4,132,676$43,318 ▼-1.0%69,6441.3%SPONSORED ADSGLDSPDR Gold Shares$4,081,301$8,606 ▲0.2%9,4851.3%FinanceLLYEli Lilly and Company$3,319,766$45,073 ▼-1.3%3,6091.0%MedicalHRTXHeron Therapeutics$3,226,593$772,306 ▲31.5%4,032,7371.0%MedicalARISTA NETWORKS INC$3,157,165$90,857 ▼-2.8%25,7141.0%COM SHSMQYBlackRock MuniYield Quality Fund$3,131,404$3,131,404 ▲New Holding285,1921.0%FinanceWFCWells Fargo & Company$2,966,071$26,908 ▼-0.9%37,2580.9%FinanceASMLASML$2,813,368$171,708 ▼-5.8%2,1300.9%Computer and TechnologyMUMicron Technology$2,327,042$10,135 ▲0.4%6,8880.7%Computer and TechnologyFTNTFortinet$2,319,977$248,514 ▲12.0%28,3890.7%Computer and TechnologyGSThe Goldman Sachs Group$2,289,440$16,075 ▼-0.7%2,7060.7%FinanceAVGOBroadcom$2,286,102$212,020 ▲10.2%7,3860.7%Computer and TechnologyCLHClean Harbors$2,034,823$1,434 ▼-0.1%7,0970.6%Business ServicesVVisa$1,900,385$217,601 ▲12.9%6,2880.6%Business ServicesCVXChevron$1,898,736$114,417 ▼-5.7%9,1770.6%EnergySNOWSnowflake$1,894,526$406,444 ▲27.3%12,5620.6%Computer and TechnologyBATRAAtlanta Braves$1,830,222$8,723 ▼-0.5%38,8170.6%Consumer DiscretionaryAMGNAmgen$1,804,991$182,610 ▼-9.2%5,1300.6%MedicalAMDAdvanced Micro Devices$1,780,013$92,561 ▼-4.9%8,7500.5%Computer and TechnologyQQQInvesco QQQ$1,741,867$152,947 ▼-8.1%3,0180.5%FinanceNFLXNetflix$1,705,701$110,573 ▲6.9%17,7400.5%Consumer DiscretionaryJNJJohnson & Johnson$1,699,112$154,976 ▼-8.4%6,9510.5%MedicalINDAiShares MSCI India ETF$1,690,222$218,274 ▲14.8%36,0850.5%ETFORCLOracle$1,667,503$93,415 ▼-5.3%11,3350.5%Computer and TechnologyEIDOiShares MSCI Indonesia ETF$1,596,839$138,541 ▼-8.0%101,1300.5%ETFFWONKLiberty Media Corporation - Liberty Formula One Series C$1,358,365$1,358,365 ▲New Holding15,9770.4%Consumer DiscretionaryONONON$1,281,296$28,237 ▲2.3%37,6630.4%Retail/WholesaleHDHome Depot$1,251,427$200,623 ▲19.1%3,8050.4%Retail/WholesaleCSXCSX$1,209,539$1,026 ▼-0.1%29,4650.4%TransportationCRWDCrowdStrike$1,179,039$458,732 ▲63.7%3,0200.4%Computer and TechnologyUNHUnitedHealth Group$1,165,100$224,849 ▲23.9%4,3060.4%MedicalCATCaterpillar$1,122,910$180,657 ▲19.2%1,5850.3%IndustrialsHONHoneywell International$1,112,068$19,213 ▼-1.7%4,9200.3%Multi-Sector ConglomeratesROSTRoss Stores$1,104,813$86,652 ▼-7.3%5,1000.3%Retail/WholesaleVGSHVanguard Short-Term Treasury ETF$1,097,625$102,445 ▼-8.5%18,7500.3%ETFIBMInternational Business Machines$1,084,211$109,076 ▲11.2%4,4730.3%Computer and TechnologyETNEaton$1,067,645$368,400 ▲52.7%2,9850.3%IndustrialsZTSZoetis$916,143$118,212 ▼-11.4%7,7500.3%MedicalUBERUber Technologies$824,750$32,369 ▲4.1%11,4660.3%Computer and TechnologyPANWPalo Alto Networks$818,327$88,021 ▲12.1%5,1040.3%Computer and TechnologyVTESVanguard Short-Term Tax-Exempt Bond ETF$809,120$303,420 ▲60.0%8,0000.2%ETFPEPPepsiCo$803,626$34,940 ▼-4.2%5,1750.2%Consumer StaplesDOVDover$800,448$7,296 ▼-0.9%3,8400.2%IndustrialsABBVAbbVie$794,0560.0%3,6510.2%MedicalAMATApplied Materials$767,889$767,889 ▲New Holding2,2470.2%Computer and TechnologyTMOThermo Fisher Scientific$767,770$164,663 ▲27.3%1,5620.2%MedicalDISWalt Disney$746,381$1,446 ▼-0.2%7,7440.2%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$719,608$214,517 ▼-23.0%1,1070.2%FinanceBRK.ABerkshire Hathaway$718,1400.0%10.2%FinanceSHOPIFY INC$714,686$121,586 ▲20.5%6,0250.2%CL A SUB VTG SHSXBISPDR S&P Biotech ETF$692,936$68,336 ▲10.9%5,4250.2%ETFBTQ TECHNOLOGIES CORP$691,563$89,579 ▲14.9%259,0120.2%COMDECKDeckers Outdoor$661,595$37,534 ▲6.0%6,6100.2%Retail/WholesaleURIUnited Rentals$648,419$54,642 ▲9.2%8900.2%ConstructionCRMSalesforce$644,181$1,107,484 ▼-63.2%3,4510.2%Computer and TechnologyAURAurora Innovation$642,514$73,954 ▼-10.3%155,9500.2%Business ServicesMSMorgan Stanley$627,448$33,405 ▲5.6%3,8130.2%FinanceINTUIntuit$613,980$201,057 ▲48.7%1,4200.2%Computer and TechnologyMRKMerck & Co., Inc.$608,668$60,145 ▼-9.0%5,0600.2%MedicalTTDTrade Desk$561,805$1,240,600 ▼-68.8%24,7600.2%Computer and TechnologyVHTVanguard Health Care ETF$559,639$81,699 ▲17.1%2,0550.2%ETFJ P MORGAN EXCHANGE TRADED F$529,853$632,323 ▼-54.4%9,3850.2%JPMORGAN NASDAQWYWeyerhaeuser$519,304$170,838 ▼-24.8%21,2570.2%ConstructionYUMYum! Brands$513,0840.0%3,3000.2%Retail/WholesaleINTCIntel$507,495$66,195 ▼-11.5%11,5000.2%Computer and TechnologyISRGIntuitive Surgical$485,577$115,284 ▲31.1%1,0530.1%MedicalMASMasco$467,868$3,019 ▼-0.6%7,7500.1%ConstructionVRTVertiv$449,792$131,555 ▼-22.6%1,7950.1%Computer and TechnologyBXBlackstone$446,559$46,461 ▲11.6%3,8830.1%FinanceREDDIT INC$441,922$44,435 ▲11.2%3,2820.1%CL AEPIWisdomTree India Earnings Fund$430,032$82,620 ▲23.8%10,5400.1%FinanceABTAbbott Laboratories$427,3130.0%4,1620.1%MedicalLIBERTY LIVE HOLDINGS INC$411,732$411,732 ▲New Holding4,3750.1%COM SHS SER CICEIntercontinental Exchange$408,928$114,028 ▼-21.8%2,6000.1%FinanceEWMiShares MSCI Malaysia ETF$384,956$384,956 ▲New Holding13,5500.1%FinanceEENI$373,6260.0%6,6000.1%EnergyShowing largest 100 holdings. View all holdings. 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