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Congress Park Capital LLC

Q1 2025 · 13F-HR

Congress Park Capital LLCholdings as filed

Filed 2025-04-22 · accession 0001085146-25-002218

$264.0M
Reported value
106
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67072T108JFRNUVEEN FLOATING RATE INCOME$20.5M7.77%2,421,539CommonNONE
46434V878ICSHISHARES TR$16.2M6.15%320,461CommonNONE
464287200IVVISHARES TR$14.1M5.33%25,034CommonNONE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$13.0M4.92%1,160,000CommonNONE
023135106AMZNAMAZON COM INC$11.2M4.22%58,611CommonNONE
58733R102MELIMERCADOLIBRE INC$9.3M3.53%4,775CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.6M3.24%16,082CommonNONE
09253W104XMYDXBLACKROCK MUNIYIELD FD INC$8.5M3.23%809,000CommonNONE
037833100AAPLAPPLE INC$8.4M3.18%37,805CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$8.2M3.12%42,727CommonNONE
02079K305GOOGLALPHABET INC$8.1M3.08%52,602CommonNONE
67070X101NZFNUVEEN MUNICIPAL CREDIT INC$7.8M2.95%637,500CommonNONE
30303M102METAMETA PLATFORMS INC$7.8M2.94%13,477CommonNONE
594918104MSFTMICROSOFT CORP$6.9M2.60%18,292CommonNONE
67066G104NVDANVIDIA CORPORATION$5.7M2.17%52,854CommonNONE
67071L106NVGNUVEEN AMT FREE MUN CR INC F$5.6M2.11%450,000CommonNONE
67066V101NADNUVEEN QUALITY MUNCP INCOME$5.4M2.06%472,500CommonNONE
427746102HRTXHERON THERAPEUTICS INC$4.5M1.70%2,035,617CommonNONE
670928100NUVNUVEEN MUN VALUE FD INC$4.4M1.67%502,882CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.5M1.33%14,308CommonNONE
29082A107EMBJEMBRAER S.A.$3.4M1.28%73,237CommonNONE
464287804IJRISHARES TR$3.1M1.19%30,094CommonNONE
30231G102XOMEXXON MOBIL CORP$3.0M1.15%25,425CommonNONE
532457108LLYELI LILLY & CO$2.6M0.99%3,177CommonNONE
88339J105TTDTHE TRADE DESK INC$2.6M0.98%47,524CommonNONE
46090E103QQQINVESCO QQQ TR$2.6M0.98%5,539CommonNONE
464287507IJHISHARES TR$2.6M0.97%43,882CommonNONE
02079K107GOOGALPHABET INC$2.5M0.93%15,802CommonNONE
931142103WMTWALMART INC$2.4M0.91%27,234CommonNONE
040413205ANETARISTA NETWORKS INC$2.4M0.90%30,521CommonNONE
949746101WMT2WELLS FARGO CO NEW$2.3M0.87%32,151CommonNONE
79466L302CRMSALESFORCE INC$2.2M0.83%8,123CommonNONE
92826C839VVISA INC$2.1M0.80%5,996CommonNONE
34959E109FTNTFORTINET INC$2.0M0.74%20,321CommonNONE
68389X105ORCLORACLE CORP$1.9M0.73%13,706CommonNONE
031162100AMGNAMGEN INC$1.8M0.68%5,795CommonNONE
N07059210ASMLASML HOLDING N V$1.6M0.61%2,439CommonNONE
67079X102NDMONUVEEN DYNAMIC MUN OPPORTUNI$1.5M0.57%147,500CommonNONE
184496107CLHCLEAN HARBORS INC$1.5M0.57%7,597CommonNONE
98978V103ZTSZOETIS INC$1.5M0.56%8,975CommonNONE
00724F101ADBEADOBE INC$1.4M0.54%3,748CommonNONE
833445109SNOWSNOWFLAKE INC$1.4M0.52%9,338CommonNONE
64110L106NFLXNETFLIX INC$1.4M0.51%1,452CommonNONE
872540109TJXTJX COS INC NEW$1.3M0.51%11,043CommonNONE
H5919C104ONONON HLDG AG$1.3M0.50%30,120CommonNONE
478160104JNJJOHNSON & JOHNSON$1.3M0.50%7,966CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.2M0.44%2,065CommonNONE
437076102HDHOME DEPOT INC$1.1M0.43%3,095CommonNONE
047726104BATRAATLANTA BRAVES HLDGS INC$964,7020.37%21,990CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$885,9760.34%3,563CommonNONE
126408103CSXCSX CORP$873,7770.33%29,690CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$868,6020.33%1,590CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$845,0310.32%11,598CommonNONE
778296103ROSTROSS STORES INC$843,4140.32%6,600CommonNONE
713448108PEPPEPSICO INC$820,9220.31%5,475CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$812,6970.31%2,305CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$798,4420.30%1CommonNONE
254687106DISDISNEY WALT CO$792,9630.30%8,034CommonNONE
461202103INTUINTUIT$785,9080.30%1,280CommonNONE
00287Y109ABBVABBVIE INC$762,0250.29%3,637CommonNONE
243537107DECKDECKERS OUTDOOR CORP$748,4570.28%6,694CommonNONE
697435105PANWPALO ALTO NETWORKS INC$737,0520.28%4,319CommonNONE
11135F101AVGOBROADCOM INC$720,7870.27%4,305CommonNONE
260003108DOVDOVER CORP$698,3280.26%3,975CommonNONE
42809H107HESHESS CORP$685,3610.26%4,291CommonNONE
191216100KOCOCA COLA CO$683,6850.26%9,546CommonNONE
988498101YUMYUM BRANDS INC$674,4450.26%4,286CommonNONE
46090A705PHDGINVESCO ACTIVELY MANAGED EXC$671,2320.25%18,400CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$654,6880.25%1,250CommonNONE
438516106HONHONEYWELL INTL INC$631,0150.24%2,980CommonNONE
580135101MCDMCDONALDS CORP$623,1790.24%1,995CommonNONE
166764100CVXCHEVRON CORP NEW$606,5940.23%3,626CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$582,4360.22%11,600CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$572,7760.22%5,575CommonNONE
172967424CCITIGROUP INC$562,0280.21%7,917CommonNONE
82509L107SHOPSHOPIFY INC$553,7840.21%5,800CommonNONE
002824100ABTABBOTT LABS$552,0900.21%4,162CommonNONE
574599106MASMASCO CORP$542,4120.21%7,800CommonNONE
09260D107BXBLACKSTONE INC$517,1860.20%3,700CommonNONE
88033G407THCTENET HEALTHCARE CORP$503,0300.19%3,740CommonNONE
58933Y105MRKMERCK & CO INC$500,9510.19%5,581CommonNONE
90384S303ULTAULTA BEAUTY INC$483,8330.18%1,320CommonNONE
92537N108VRTVERTIV HOLDINGS CO$435,0050.16%6,025CommonNONE
23284F105CTMXCYTOMX THERAPEUTICS INC$428,3300.16%673,686CommonNONE
149123101CATCATERPILLAR INC$402,3560.15%1,220CommonNONE
75734B100RDDTREDDIT INC$399,5650.15%3,809CommonNONE
617446448MSMORGAN STANLEY$370,4280.14%3,175CommonNONE
742718109PGPROCTER AND GAMBLE CO$353,6220.13%2,075CommonNONE
336433107FSLRFIRST SOLAR INC$322,3970.12%2,550CommonNONE
25754A201DPZDOMINOS PIZZA INC$322,0750.12%701CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$306,1880.12%1,775CommonNONE
110448107BTIBRITISH AMERN TOB PLC$305,1040.12%7,375CommonNONE
46138G631QQQJINVESCO EXCH TRADED FD TR II$287,1300.11%9,898CommonNONE
00206R102TAT&T INC$283,0270.11%10,008CommonNONE
17275R102CSCOCISCO SYS INC$282,2000.11%4,573CommonNONE
370334104GISGENERAL MLS INC$281,0130.11%4,700CommonNONE
20030N101CMCSACOMCAST CORP NEW$273,0600.10%7,400CommonNONE
G29183103ETNEATON CORP PLC$271,8300.10%1,000CommonNONE
48251W104KKRKKR & CO INC$260,1230.10%2,250CommonNONE
87422Q109TLNTALEN ENERGY CORP$249,5880.09%1,250CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$214,1920.08%1,100CommonNONE
097023105BABOEING CO$203,4860.08%1,193CommonNONE
717081103PFEPFIZER INC$203,1010.08%8,015CommonNONE
345370860FFORD MTR CO$144,2620.05%14,383CommonNONE
27829G106ETJEATON VANCE RISK-MANAGED DIV$126,9000.05%15,000CommonNONE
72919P202PLUGPLUG POWER INC$52,4480.02%38,850CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.