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:
Top Holdings: JFR(7.77%)ICSH(6.15%)IVV(5.33%)NEA(4.92%)AMZN(4.22%)
Summary Stock Picks Current Portfolio
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)

To

Congress Park Capital LLC's Asset Allocation

To

Congress Park Capital LLC Past Portfolios

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

Top Ranked Articles

  • 1

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

Congress Park Capital LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Congress Park Capital LLC's Holdings Heat Map

Size field:

Congress Park Capital LLC's Holdings Bubble Chart

Congress Park Capital LLC News

  • 1

Discussions on Congress Park Capital LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.