Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Congress Park Capital LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Congress Park Capital LLC (CIK 1730945) reported $325.7M across 129 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JFR ($23.5M, 7.21%), IVV ($21.5M, 6.61%), GOOGL ($14.0M, 4.29%), ICSH ($13.7M, 4.21%), NCV ($11.9M, 3.67%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1JFRNUVEEN FLOATING RATE INCOME$23.5M7.21%3.1MAdded
2IVVISHARES TR$21.5M6.61%32,937Added
3GOOGLALPHABET INC$14.0M4.29%48,552Trimmed
4ICSHISHARES TR$13.7M4.21%270,748Trimmed
5NCVVIRTUS CONVERTIBLE & INCOME$11.9M3.67%802,324Added
6AMZNAMAZON COM INC$11.2M3.44%53,772Added
7QQQMINVESCO EXCH TRADED FD TR II$9.7M2.99%40,994Added
8NEANUVEEN AMT FREE QLTY MUN INC$9.5M2.93%850,000Trimmed
9AAPLAPPLE INC$9.1M2.79%35,846Added
10MELIMERCADOLIBRE INC$8.8M2.70%5,090Added
11SGOVISHARES TR$8.2M2.53%81,809Added
12BRK/BBERKSHIRE HATHAWAY INC DEL$7.9M2.43%16,497Added
13METAMETA PLATFORMS INC$7.7M2.37%13,480Added
14NVDANVIDIA CORPORATION$7.4M2.27%42,425Trimmed
15NCZVIRTUS CONVERTIBLE & INC FD$7.2M2.21%536,237Added
16NVGNUVEEN AMT FREE MUN CR INC F$7.2M2.21%583,000Added
17NADNUVEEN QUALITY MUNCP INCOME$6.9M2.12%601,000Hold
18MSFTMICROSOFT CORP$5.9M1.81%15,930Trimmed
19NZFNUVEEN MUN CR INCOME FD$5.3M1.64%437,500Added
20NUVNUVEEN MUN VALUE FD INC$5.3M1.64%594,132Trimmed
21PULSPGIM ETF TR$5.2M1.60%105,075Added
22GOOGALPHABET INC$4.7M1.43%16,268Trimmed
23XOMEXXON MOBIL CORP$4.2M1.29%24,846Trimmed
24JPMJPMORGAN CHASE & CO$4.2M1.28%14,212Added
25ERJEMBRAER S.A.$4.1M1.27%69,644Trimmed

Source: SEC Form 13F filings · as of 2026-03-31