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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
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAT CATERPILLAR INC Industrials 1,215.0 $1.3M 0.35% -370.0 -23.3% $1064.90 -24.9%
22 BTQ BTQ TECHNOLOGIES CORP Technology 228,612.0 $1.2M 0.33% -30K -11.7% $5.39 -38.2%
23 URI UNITED RENTALS INC Industrials 835.0 $946K 0.26% -55.0 -6.2% $1132.89 -9.1%
24 INTC INTEL CORP Technology 6,250.0 $873K 0.24% -5K -45.6% $139.63 -35.9%
25 HRTX HERON THERAPEUTICS INC Healthcare 2,016,447.0 $861K 0.23% -2.0M -50.0% $0.43 -23.5%
26 IBM INTERNATIONAL BUSINESS MACHS Technology 3,023.0 $850K 0.23% -1K -32.4% $281.21 -16.2%
27 MS MORGAN STANLEY Financial Services 3,595.0 $751K 0.20% -218.0 -5.7% $209.03 +2.7%
28 VGSH VANGUARD SCOTTSDALE FDS 12,000.0 $698K 0.19% -7K -36.0% $58.20 -0.3%
29 VRT VERTIV HOLDINGS CO Industrials 1,770.0 $593K 0.16% -25.0 -1.4% $334.82 -23.2%
30 SPY STATE STR SPDR S&P 500 ETF T Financial Services 767.0 $572K 0.15% -340.0 -30.7% $746.29 +3.1%
31 RDDT REDDIT INC Communication Services 3,090.0 $536K 0.14% -192.0 -5.8% $173.58 -11.9%
32 CRM SALESFORCE INC Technology 2,875.0 $450K 0.12% -576.0 -16.7% $156.66 +63.4%
33 HEQQ J P MORGAN EXCHANGE TRADED F 5,781.0 $354K 0.10% -4K -38.4% $61.20 -0.3%
34 CSCO CISCO SYS INC Technology 2,650.0 $311K 0.08% -500.0 -15.9% $117.46 -6.4%
35 TTD THE TRADE DESK INC Technology 16,980.0 $307K 0.08% -8K -31.4% $18.08 -24.9%
36 LMT LOCKHEED MARTIN CORP Industrials 490.0 $250K 0.07% -20.0 -3.9% $509.46 +10.7%
37 ABNB AIRBNB INC Consumer Cyclical 1,655.0 $237K 0.06% -848.0 -33.9% $143.10 +32.4%
Page 2 of 2  ·  37 positions

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%