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Portfolio (Quarterly) Guide ↗

Congress Park Capital LLC

· CIK 0001730945
13F Portfolio $370M AUM 134 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 46 Added 37 Reduced 13 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MRVL MARVELL TECHNOLOGY INC Technology 9,596.0 $2.9M 0.77% NEW $297.89 -27.3%
2 HONEYWELL AEROSPACE INC 6,882.0 $1.5M 0.41% NEW $221.08
3 HONEYWELL INTL INC 6,332.0 $1.4M 0.38% NEW $223.90
4 VTI VANGUARD INDEX FDS 883.0 $327K 0.09% NEW $369.86 +2.6%
5 PLTR PALANTIR TECHNOLOGIES INC Technology 2,614.0 $305K 0.08% NEW $116.68 +59.7%
6 AXON AXON ENTERPRISE INC Industrials 500.0 $280K 0.08% NEW $560.61 +7.2%
7 AFRM AFFIRM HLDGS INC Technology 3,250.0 $265K 0.07% NEW $81.55 -4.6%
8 WM WASTE MGMT INC DEL Industrials 1,025.0 $228K 0.06% NEW $222.88 -1.4%
9 QQQJ INVESCO EXCH TRADED FD TR II 4,990.0 $227K 0.06% NEW $45.44 +0.5%
10 BSX BOSTON SCIENTIFIC CORP Healthcare 5,250.0 $224K 0.06% NEW $42.68 +9.7%
11 GE GE AEROSPACE Industrials 595.0 $222K 0.06% NEW $373.73 -8.3%
12 AZO AUTOZONE INC Consumer Cyclical 65.0 $208K 0.06% NEW $3195.95 -7.3%
13 RACE FERRARI N V Consumer Cyclical 550.0 $205K 0.06% NEW $372.29 +13.0%
14 VOO VANGUARD INDEX FDS 296.0 $203K 0.06% NEW $687.17 +2.9%
15 NVO NOVO-NORDISK A S Healthcare 4,225.0 $203K 0.06% NEW $47.94 -4.9%
16 ZS ZSCALER INC Technology 1,425.0 $201K 0.05% NEW $141.15 +30.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%