CP

Congress Park Capital LLC

13F
Congress Park Capital LLC
Last update 2025-04-22 106 Stocks (9 new)
Value $264.00 Mil Turnover 10 %
Countries:
Congress Park Capital LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JFR
Nuveen Floating Rate Income Fund
2,421,539
20,510.4
+56.82%
7.770
+2.82%
1.810
-0.49%
-2.59%
1,097.9
Asset Management
ICSH
iShares Ultra Short-Term Bond Active ETF
320,461
16,247.4
+100.15%
6.150
+3.08%
0.280
+1.10%
+1.96%
6,116.1
 
IVV
iShares Core S&P 500 ETF
25,034
14,066.7
+6.56%
5.330
+0.33%
0.000
+1.36%
+1.21%
584,351.9
 
NEA
Nuveen AMT-Free Municipal Income Fund
1,160,000
12,992.0
+8.26%
4.920
+0.38%
0.390
-4.58%
-0.69%
3,241.1
Asset Management
AMZN
Amazon.com Inc
58,611
11,151.3
-6.22%
4.220
-0.31%
0.000
-1.30%
-6.09%
2,187,180.9
Retail - Cyclical
MELI
MercadoLibre Inc
4,775
9,315.0
-3.81%
3.530
-0.12%
0.010
+19.97%
+50.27%
129,540.4
Retail - Cyclical
BRK.B
Berkshire Hathaway Inc
16,082
8,564.8
-3.83%
3.240
-0.11%
0.000
+1.34%
+12.33%
1,096,452.2
Insurance
MYD
Blackrock Muniyield Fund Inc
809,000
8,535.0
+12.99%
3.230
+0.37%
1.770
-5.25%
-0.30%
461.5
Asset Management
AAPL
Apple Inc
37,805
8,397.6
-9.93%
3.180
-0.38%
0.000
-15.52%
-19.86%
2,990,301.7
Hardware
QQQM
Invesco NASDAQ 100 ETF
42,727
8,247.2
+8.89%
3.120
+0.25%
0.020
+4.32%
+2.14%
47,851.6
 

Congress Park Capital LLC's Historical Top Holdings Breakdowns

Congress Park Capital LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ICSH
iShares Ultra Short-Term Bond Active ETF2025-03-31Add
+3.08%
50.44 ($50.57) 50.7
$50.65
0.16%
Add 100.15%
320,461
160,351
JFR
Nuveen Floating Rate Income Fund2025-03-31Add
+2.82%
8.41 ($8.56) 8.97
$8.19
-4.32%
Add 56.82%
2,421,539
877,338
NCV
Virtus Convertible & Income Fund2025-03-31Sold Out
-2.20%
12.74 ($13.79) 14.6
$13.42
-2.68%
Sold Out
0
-435,852
NCZ
Virtus Convertible & Income Fund II2025-03-31Sold Out
-2.04%
11.49 ($12.48) 13.28
$12.16
-2.56%
Sold Out
0
-448,036
BRZE
Braze Inc2025-03-31Sold Out
-0.59%
32.44 ($40.24) 47.22
$35.89
-10.81%
Sold Out
0
-38,655
LULU
Lululemon Athletica Inc2025-03-31Sold Out
-0.41%
283.06 ($366.85) 421.16
$321.20
-12.44%
Sold Out
0
-2,985
AAPL
Apple Inc2025-03-31Reduce
-0.38%
209.68 ($231.67) 247.1
$200.21
-13.58%
Reduce -9.93%
37,805
-4,166
NEA
Nuveen AMT-Free Municipal Income Fund2025-03-31Add
+0.38%
11.13 ($11.39) 11.61
$10.84
-4.83%
Add 8.26%
1,160,000
88,500
BATRA
Atlanta Braves Holdings Inc2025-03-31New Buy
+0.37%
39.17 ($42.55) 44.95
$43.97
3.34%
New holding
21,990
21,990
MYD
Blackrock Muniyield Fund Inc2025-03-31Add
+0.37%
10.44 ($10.66) 10.89
$10.09
-5.35%
Add 12.99%
809,000
93,000

Congress Park Capital LLC Total Holding History ($B)

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Congress Park Capital LLC's Asset Allocation

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Congress Park Capital LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Congress Park Capital LLC's Hypothetical Growth since 2025-03-31

Congress Park Capital LLC's Yearly Returns

Year Portfolio % % Excess Gain %

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