Congress Park Capital LLC

CIK: 1730945SEC EDGAR →

Portfolio Value

$133.6B

Holdings

131

As of

Q1 2026

New Positions

131

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NUVEEN FLOATING RATE INCOME

3,121,323$23.5B
17.57%
2

ISHARES TR

270,748$13.7B
10.26%
3

VIRTUS CONVERTIBLE & INCOME

802,324$11.9B
8.94%
4

NUVEEN AMT FREE QLTY MUN INC

850,000$9.5B
7.15%
5

VIRTUS CONVERTIBLE & INC FD

536,237$7.2B
5.38%
6

NUVEEN AMT FREE MUN CR INC F

583,000$7.2B
5.38%
7

NUVEEN QUALITY MUNCP INCOME

601,000$6.9B
5.17%
8

NUVEEN MUN VALUE FD INC

594,132$5.3B
4.00%
9

NUVEEN MUN CR INCOME FD

437,500$5.3B
3.99%
10

PGIM ETF TR

105,075$5.2B
3.89%

Sector Breakdown

Sector# HoldingsValue%
Financial Services27$63.9B47.8%
Technology32$40.6B30.4%
Unknown8$9.7B7.3%
Communication Services10$6.3B4.7%
Industrials14$6.0B4.5%
Healthcare16$3.7B2.8%
Consumer Cyclical12$1.3B1.0%
Basic Materials2$534.4M0.4%
Real Estate1$519.3M0.4%
Energy5$380.2M0.3%
Consumer Defensive2$306.0M0.2%
Utilities2$295.1M0.2%