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Portfolio (Quarterly) Guide ↗

Congress Park Capital LLC

· CIK 0001730945
13F Portfolio $326M AUM 131 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 50 Added 44 Reduced 8 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CSCO CISCO SYS INC Technology 3,150.0 $244K 0.07% -750.0 -19.2% $77.59 +54.1%
42 CTMX CYTOMX THERAPEUTICS INC. Healthcare 49,171.0 $231K 0.07% -10K -16.6% $4.70 -37.2%
43 THC TENET HEALTHCARE CORP Healthcare 1,215.0 $229K 0.07% -2K -67.3% $188.71 -8.6%
44 PFE PFIZER INC Healthcare 7,426.0 $209K 0.06% -2K -16.8% $28.08 -10.2%
Page 3 of 3  ·  44 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 36.0%
Technology 21.4%
Communication Services 13.1%
Consumer Cyclical 11.8%
Healthcare 7.2%
Industrials 6.3%
Energy 3.1%
Consumer Defensive 0.5%
Basic Materials 0.2%
Utilities 0.2%