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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 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,737.0 $331K 0.09% $88.60 -28.3%
102 VTI VANGUARD INDEX FDS 883.0 $327K 0.09% NEW $369.86 +2.6%
103 KO COCA COLA CO Consumer Defensive 4,013.0 $326K 0.09% $81.26 +10.3%
104 NDMO NUVEEN DYNAMIC MUN OPPORTUNI Financial Services 30,000.0 $312K 0.08% $10.41 -4.8%
105 CSCO CISCO SYS INC Technology 2,650.0 $311K 0.08% -500.0 -15.9% $117.46 -6.4%
106 NEE NEXTERA ENERGY INC Utilities 3,525.0 $309K 0.08% +350.0 +11.0% $87.77 -6.8%
107 E ENI SPA Energy 6,600.0 $309K 0.08% $46.86 +12.7%
108 TTD THE TRADE DESK INC Technology 16,980.0 $307K 0.08% -8K -31.4% $18.08 -24.9%
109 PLTR PALANTIR TECHNOLOGIES INC Technology 2,614.0 $305K 0.08% NEW $116.68 +59.7%
110 GILD GILEAD SCIENCES INC Healthcare 2,225.0 $281K 0.08% +700.0 +45.9% $126.34 +15.3%
111 AXON AXON ENTERPRISE INC Industrials 500.0 $280K 0.08% NEW $560.61 +7.2%
112 TLN TALEN ENERGY CORP Utilities 700.0 $269K 0.07% $384.26 -22.9%
113 AFRM AFFIRM HLDGS INC Technology 3,250.0 $265K 0.07% NEW $81.55 -4.6%
114 MCD MCDONALDS CORP Consumer Cyclical 931.0 $252K 0.07% $270.25 -1.9%
115 BAC BANK OF AMER CORP Financial Services 4,395.0 $250K 0.07% $56.98 +9.4%
116 LMT LOCKHEED MARTIN CORP Industrials 490.0 $250K 0.07% -20.0 -3.9% $509.46 +10.7%
117 GD GENERAL DYNAMICS CORP Industrials 700.0 $248K 0.07% $354.24 +7.1%
118 ABNB AIRBNB INC Consumer Cyclical 1,655.0 $237K 0.06% -848.0 -33.9% $143.10 +32.4%
119 PFE PFIZER INC Healthcare 9,551.0 $230K 0.06% +2K +28.6% $24.08 +16.1%
120 TJX TJX COS INC NEW Consumer Cyclical 1,510.0 $229K 0.06% $151.50 -10.8%
Page 6 of 7  ·  134 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%