Congress Park Capital LLC holds a diversified book of 134 stocks worth $370.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Alphabet Inc-CL A. Their largest long position is Nuveen Floating Rate Income at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
54% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Congress Park Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 80 / 80 | $3.2B |
| MORGAN STANLEY | 78 / 80 | $554.2B |
| ROYAL BANK OF CANADA | 78 / 80 | $162.2B |
| UBS Group AG | 78 / 80 | $142.9B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $142.2B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $78.0B |
| LPL Financial LLC | 78 / 80 | $65.6B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $14.7B |
Ranked by the share of each fund's own book sitting in the names it shares with Congress Park Capital LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nuveen Floating Rate Income COM | $26.7M | 3.48M | 7.2% | ▲+11% Added · +356K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $26.4M | 35.2K | 7.1% | ▲+6.9% Added · +2K sh | |
| 3 | Alphabet Inc CAP STK CL A | $17.3M | 48.3K | 4.7% | ▼−0.6% Reduced · −270 sh | |
| 4 | Virtus Convertible & Income COM NEW | $14.3M | 813.0K | 3.9% | ▲+1.3% Added · +11K sh | |
| 5 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $14.3M | 47.2K | 3.9% | ▲+15% Added · +6K sh | |
| 6 | Ishares TR ULTRA SHORT DUR | $13.5M | 266.6K | 3.6% | ▼−1.5% Reduced · −4K sh | |
| 7 | Amazon Com Inc COM | $13.0M | 54.7K | 3.5% | ▲+1.7% Added · +915 sh | |
| 8 | Apple Inc COM | $10.6M | 36.5K | 2.9% | ▲+1.9% Added · +690 sh | |
| 9 | Nuveen Amt Free Qlty Mun Inc COM | $10.0M | 850.0K | 2.7% | —Held | |
| 10 | Mercadolibre Inc COM | $8.9M | 5.3K | 2.4% | ▲+3.1% Added · +160 sh | |
| 11 | Ishares TR 0-3 MTH TREASURY | $8.7M | 86.6K | 2.4% | ▲+5.8% Added · +5K sh | |
| 12 | Virtus Convertible & Inc FD COM NEW | $8.6M | 542.9K | 2.3% | ▲+1.3% Added · +7K sh | |
| 13 | Nvidia Corporation COM | $8.5M | 42.4K | 2.3% | ▼~0% Reduced · −20 sh | |
| 14 | Berkshire Hathaway Inc Del CL B NEW | $8.4M | 16.7K | 2.3% | ▲+1.4% Added · +237 sh | |
| 15 | Meta Platforms Inc CL A | $7.7M | 13.7K | 2.1% | ▲+1.5% Added · +206 sh | |
| 16 | Nuveen Amt Free Mun CR Inc F COM | $7.7M | 598.0K | 2.1% | ▲+2.6% Added · +15K sh | |
| 17 | Nuveen Quality Muncp Income COM | $7.5M | 618.5K | 2.0% | ▲+2.9% Added · +18K sh | |
| 18 | Microsoft Corp COM | $6.4M | 17.3K | 1.7% | ▲+8.3% Added · +1K sh | |
| 19 | Pgim ETF TR PGIM ULTRA SH BD | $6.1M | 122.4K | 1.6% | ▲+16% Added · +17K sh | |
| 20 | Micron Technology Inc COM | $6.0M | 5.2K | 1.6% | ▼−25% Reduced · −2K sh | |
| 21 | Alphabet Inc CAP STK CL C | $5.9M | 16.7K | 1.6% | ▲+2.6% Added · +421 sh | |
| 22 | Nuveen Mun CR Income FD COM SH BEN INT | $5.5M | 437.5K | 1.5% | —Held | |
| 23 | Nuveen Mun Value FD Inc COM | $5.5M | 599.1K | 1.5% | ▲+0.8% Added · +5K sh | |
| 24 | JPMorgan Chase & Co COM | $4.6M | 14.2K | 1.3% | ▼−0.2% Reduced · −25 sh | |
| 25 | Embraer S.A. SPONSORED ADS | $4.4M | 69.2K | 1.2% | ▼−0.6% Reduced · −441 sh | |
| 26 | Eli Lilly & Co COM | $4.3M | 3.6K | 1.2% | ▼−0.1% Reduced · −2 sh | |
| 27 | ASML Hldg NV N Y REGISTRY SHS | $4.0M | 2.0K | 1.1% | ▼−4.5% Reduced · −97 sh | |
| 28 | Arista Networks Inc COM SHS | $4.0M | 23.7K | 1.1% | ▼−8.0% Reduced · −2K sh | |
| 29 | Fortinet Inc COM | $4.0M | 25.8K | 1.1% | ▼−9.2% Reduced · −3K sh | |
| 30 | SPDR Gold TR GOLD SHS | $3.7M | 9.9K | 1.0% | ▲+4.9% Added · +462 sh | |
| 31 | BlackRock Muniyild Qult FD I COM | $3.3M | 283.1K | 0.9% | ▼−0.7% Reduced · −2K sh | |
| 32 | Snowflake Inc COM SHS | $3.1M | 12.3K | 0.8% | ▼−2.1% Reduced · −263 sh | |
| 33 | Wells Fargo & Co COM | $3.1M | 37.0K | 0.8% | ▼−0.7% Reduced · −269 sh | |
| 34 | Marvell Technology Inc COM | $2.9M | 9.6K | 0.8% | ▲New New position | |
| 35 | Broadcom Inc COM | $2.8M | 7.4K | 0.8% | ▼−0.3% Reduced · −19 sh | |
| 36 | Goldman Sachs Group Inc COM | $2.7M | 2.7K | 0.7% | ▼−1.6% Reduced · −44 sh | |
| 37 | Advanced Micro Devices Inc COM | $2.6M | 4.4K | 0.7% | ▼−49% Reduced · −4K sh | |
| 38 | Atlanta Braves Hldgs Inc COM SER A | $2.4M | 43.1K | 0.7% | ▲+11% Added · +4K sh | |
| 39 | Visa Inc COM CL A | $2.2M | 6.4K | 0.6% | ▲+2.1% Added · +132 sh | |
| 40 | Clean Harbors Inc COM | $1.9M | 6.5K | 0.5% | ▼−9.1% Reduced · −645 sh | |
| 41 | Invesco QQQ TR UNIT SER 1 | $1.9M | 2.6K | 0.5% | ▼−14% Reduced · −427 sh | |
| 42 | Crowdstrike Hldgs Inc CL A | $1.9M | 2.5K | 0.5% | ▼−19% Reduced · −570 sh | |
| 43 | Amgen Inc COM | $1.9M | 5.1K | 0.5% | —Held | |
| 44 | Ishares TR MSCI INDIA ETF | $1.8M | 37.1K | 0.5% | ▲+2.8% Added · +1K sh | |
| 45 | Liberty Media Corp Del COM LBTY ONE S C | $1.7M | 18.3K | 0.5% | ▲+14% Added · +2K sh | |
| 46 | Johnson & Johnson COM | $1.7M | 6.8K | 0.5% | ▼−1.6% Reduced · −113 sh | |
| 47 | Unitedhealth Group Inc COM | $1.7M | 4.1K | 0.5% | ▼−4.1% Reduced · −175 sh | |
| 48 | Applied Matls Inc COM | $1.6M | 2.3K | 0.4% | ▲+0.8% Added · +17 sh | |
| 49 | Oracle Corp COM | $1.6M | 10.6K | 0.4% | ▼−6.4% Reduced · −727 sh | |
| 50 | Home Depot Inc COM | $1.5M | 4.4K | 0.4% | ▲+15% Added · +570 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1730945/holdings"
Use Arkolith to show Congress Park Capital LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.