1y return+10.3%S&P 500 +20.9%
3y return+53.6%S&P 500 +68.5%
5y return+39.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $214 against $280 in the S&P 500.2
Congress Park Capital LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JFRNuveen Floating Rate Income | $26.7M | 7.2% | +11.4% |
| IVVIshares Tr | $26.4M | 7.1% | +6.9% |
| GOOGLAlphabet Inc | $17.3M | 4.7% | |
| NCVVirtus Convertible & Income | $14.3M | 3.9% | +1.3% |
| QQQMInvesco Exch Traded Fd Tr II | $14.3M | 3.9% | +15.1% |
| ICSHIshares Tr | $13.5M | 3.6% | −1.5% |
| AMZNAmazon Com Inc | $13.0M | 3.5% | +1.7% |
| AAPLApple Inc | $10.6M | 2.9% | +1.9% |
| XNEAXNuveen Amt Free Qlty Mun Inc | $10.0M | 2.7% | |
| MELIMercadolibre Inc | $8.9M | 2.4% | +3.1% |
| SGOVIshares Tr | $8.7M | 2.4% | +5.8% |
| NCZVirtus Convertible & Inc Fd | $8.6M | 2.3% | +1.3% |
| NVDANvidia Corporation | $8.5M | 2.3% | |
| BRK/BBerkshire Hathaway Inc Del | $8.4M | 2.3% | +1.4% |
| METAMeta Platforms Inc | $7.7M | 2.1% | +1.5% |
| NVGNuveen Amt Free Mun Cr Inc F | $7.7M | 2.1% | +2.6% |
| NADNuveen Quality Muncp Income | $7.5M | 2.0% | +2.9% |
| MSFTMicrosoft Corp | $6.4M | 1.7% | +8.3% |
| PULSPgim Etf Tr | $6.1M | 1.6% | +16.5% |
| MUMicron Technology Inc | $6.0M | 1.6% | −25.0% |
| GOOGAlphabet Inc | $5.9M | 1.6% | +2.6% |
| NZFNuveen Mun Cr Income Fd | $5.5M | 1.5% | |
| NUVNuveen Mun Value Fd Inc | $5.5M | 1.5% | |
| JPMJpmorgan Chase & Co | $4.6M | 1.3% | |
| EMBJEmbraer S.a. | $4.4M | 1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $8.5M |
| EMBJEmbraer S.a. | June 30, 2020 | +966.8% | $4.4M |
| AVGOBroadcom Inc | September 30, 2022 | +750.7% | $2.8M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $2.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $17.3M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $5.9M |
| CLHClean Harbors Inc | December 31, 2020 | +292.6% | $1.9M |
| AMDAdvanced Micro Devices Inc | June 30, 2024 | +258.1% | $2.6M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $4.6M |
| LLYEli Lilly & Co | December 31, 2022 | +227.9% | $4.3M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $4.2M
- EIDOIshares Tr was $1.6M
- Honeywell Intl IncCUSIP 438516106 was $1.1M
- EWMIshares Inc was $385K
- RSPInvesco Exchange Traded Fd T was $305K
- UNPUnion Pac Corp was $303K
- FSLRFirst Solar Inc was $266K
- LULULululemon Athletica Inc was $263K
- NOWServicenow Inc was $256K
- FCXFreeport Mcmoran Inc was $250K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.1% | +14.8% |
| March 31, 2026 | −5.9% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +4.3% | +7.8% |
| June 30, 2025 | +9.1% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
| December 31, 2024 | +0.7% | +2.1% |
| September 30, 2024 | +4.0% | +5.4% |
| June 30, 2024 | +5.4% | +4.0% |
| March 31, 2024 | +11.1% | +10.0% |
| December 31, 2023 | +11.2% | +11.2% |
| September 30, 2023 | −2.2% | −3.6% |
| June 30, 2023 | +8.6% | +8.3% |
| March 31, 2023 | +10.7% | +7.0% |
| December 31, 2022 | +4.2% | +7.1% |
| September 30, 2022 | −3.1% | −5.3% |
| June 30, 2022 | −20.6% | −16.5% |
| March 31, 2022 | −6.4% | −4.9% |
| December 31, 2021 | +3.4% | +10.7% |
| September 30, 2021 | −2.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Congress Park Capital LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1730945&type=13F-HR&dateb=&owner=include&count=40CIK 1730945
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1730945/000173094526000004/Filed July 14, 2026 · accession 0001730945-26-000004