Portfolio (Quarterly)
Guide ↗
Congress Park Capital LLC
· CIK 0001730945| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 24,846 | $4.2M | 1.29% | SOLD |
| 2 | EIDO | ISHARES TR | — | 101,130 | $1.6M | 0.49% | SOLD |
| 3 | HON | HONEYWELL INTL INC | Industrials | 4,920 | $1.1M | 0.34% | SOLD |
| 4 | EWM | ISHARES INC | — | 13,550 | $385K | 0.12% | SOLD |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | — | 1,590 | $305K | 0.09% | SOLD |
| 6 | UNP | UNION PAC CORP | Industrials | 1,250 | $303K | 0.09% | SOLD |
| 7 | FSLR | FIRST SOLAR INC | Energy | 1,350 | $266K | 0.08% | SOLD |
| 8 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 1,720 | $263K | 0.08% | SOLD |
| 9 | NOW | SERVICENOW INC | Technology | 2,450 | $256K | 0.08% | SOLD |
| 10 | FCX | FREEPORT MCMORAN INC | Basic Materials | 4,250 | $250K | 0.08% | SOLD |
| 11 | CMCSA | COMCAST CORP NEW | Communication Services | 7,400 | $212K | 0.07% | SOLD |
| 12 | PSX | PHILLIPS 66 | Energy | 1,140 | $208K | 0.06% | SOLD |
| 13 | UHS | UNIVERSAL HLTH SVCS INC | Healthcare | 1,125 | $201K | 0.06% | SOLD |
Sector Allocation
Financial Services
35.7%
Technology
27.1%
Consumer Cyclical
11.7%
Communication Services
11.3%
Healthcare
6.4%
Industrials
6.1%
Energy
0.8%
Consumer Defensive
0.4%
Utilities
0.2%
Real Estate
0.2%