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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 6 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BKNG BOOKING HOLDINGS INC Consumer Cyclical 87.0 $366K 0.11% NEW $4210.32 -95.9%
102 TER TERADYNE INC Technology 1,220.0 $362K 0.11% NEW $296.46 +47.7%
103 AXP AMERICAN EXPRESS CO Financial Services 1,053.0 $319K 0.10% +405.0 +62.5% $302.48 +11.7%
104 ABNB AIRBNB INC Consumer Cyclical 2,503.0 $316K 0.10% +155.0 +6.6% $126.28 +12.8%
105 NDMO NUVEEN DYNAMIC MUN OPPORTUNI Financial Services 30,000.0 $309K 0.10% +10K +50.0% $10.29 +1.0%
106 LMT LOCKHEED MARTIN CORP Industrials 510.0 $308K 0.10% -225.0 -30.6% $604.39 -15.5%
107 RSP INVESCO EXCHANGE TRADED FD T 1,590.0 $305K 0.09% -190.0 -10.7% $191.97 +9.4%
108 KO COCA COLA CO Consumer Defensive 4,013.0 $305K 0.09% $76.05 +4.4%
109 UNP UNION PAC CORP Industrials 1,250.0 $303K 0.09% -50.0 -3.9% $242.62 +5.9%
110 NEE NEXTERA ENERGY INC Utilities 3,175.0 $295K 0.09% -2K -41.2% $92.88 -6.6%
111 MCD MCDONALDS CORP Consumer Cyclical 930.0 $289K 0.09% $310.82 -10.4%
112 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,737.0 $285K 0.09% NEW $76.16 +12.4%
113 FSLR FIRST SOLAR INC Energy 1,350.0 $266K 0.08% $197.26 +30.6%
114 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,720.0 $263K 0.08% +80.0 +4.9% $153.10 -27.0%
115 NOW SERVICENOW INC Technology 2,450.0 $256K 0.08% +655.0 +36.5% $104.55 -9.1%
116 DPZ DOMINOS PIZZA INC Consumer Cyclical 701.0 $252K 0.08% $358.79 -12.9%
117 FCX FREEPORT MCMORAN INC Basic Materials 4,250.0 $250K 0.08% NEW $58.78 +16.8%
118 CSCO CISCO SYS INC Technology 3,150.0 $244K 0.07% -750.0 -19.2% $77.59 +54.1%
119 TJX TJX COS INC NEW Consumer Cyclical 1,510.0 $241K 0.07% $159.70 +2.6%
120 GD GENERAL DYNAMICS CORP Industrials 700.0 $240K 0.07% $343.22 +2.0%
Page 6 of 7  ·  131 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%