Congress Park Capital LLC
Top Portfolio Positions
112 positions ·
$252,065,783 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JFR |
Nuveen Floating Rate Income Fund
Financial Services
|
3,121,323 | $23,472,348 | 9.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
48,552 | $13,961,613 | 5.54% | |
| NCV |
Virtus Convertible & Income Fund
Financial Services
|
802,324 | $11,938,581 | 4.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
53,772 | $11,199,094 | 4.44% | |
| NEA |
Nuveen AMT-Free Quality Municipal Income Fund
Financial Services
|
850,000 | $9,545,500 | 3.79% | |
| AAPL |
Apple Inc.
Technology
|
35,846 | $9,097,356 | 3.61% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
5,090 | $8,800,711 | 3.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
16,497 | $7,905,362 | 3.14% | |
| META |
Meta Platforms, Inc.
Communication Services
|
13,480 | $7,712,312 | 3.06% | |
| NVDA |
Nvidia Corp
Technology
|
42,425 | $7,398,920 | 2.94% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BATRA
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,830,221 | 38,817 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,657,194 | 39,002 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,879,093 | 41,326 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,845,867 | 37,510 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $964,701 | 21,990 | Shares | Sole | 2025-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||