Congress Park Capital LLC

CIK 0001730945 · Q2 2026

13F Equity AUM

$370.5M

+13.8% QoQ

Positions

134

+3 QoQ

AUM Rank

#5,840

Top 47%

Skill Alpha (FF)

-1.1%/yr^ns

No Clear Edge

Rank #4,415 · Top 53%

vs S&P -1.3%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 26.7%Top 10: 41.8%Top 20: 62.2%

JFR7.2%

IVV7.1%

GOOGL4.7%

NCV3.9%

QQQM3.9%

ICSH3.6%

AMZN3.5%

AAPL2.9%

XNEAX2.7%

MLB12.4%

Others (124)58.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services52.5%

Technology19.0%

Communication Services10.3%

Consumer Cyclical7.8%

Healthcare4.2%

Industrials4.0%

Other2.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 134Median: 0.24%Avg: 0.75%

0–0.5%

91(16.6%)

0.5–1%

14(9.8%)

1–3%

22(39.8%)

3–5%

5(19.5%)

5%+

2(14.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 134vs 20 funds

0%Low

134

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New16Increased48Decreased45Exited13

New Positions

MRVL0.8%

+10K

HONEYWELL AEROSPACE …0.4%

+7K

HONEYWELL INTL INC0.4%

+6K

VTI0.1%

+883

AXON0.1%

+500

PLTR0.1%

+3K

AFRM0.1%

+3K

AZO0.1%

+65

RACE0.1%

+550

GE0.1%

+595

Increased

JFR7.2%

+356K(+11%)

NAD2.0%

+18K(+3%)

PULS1.6%

+17K(+16%)

NVG2.1%

+15K(+3%)

NCV3.9%

+11K(+1%)

NCZ2.3%

+7K(+1%)

QQQM3.9%

+6K(+15%)

NUV1.5%

+5K(+1%)

SGOV2.4%

+5K(+6%)

BATRA0.7%

+4K(+11%)

Decreased

AXD20.2%

-2,016,290(-50%)

BTQ0.3%

-30,400(-12%)

TTD0.1%

-7,780(-31%)

VGSH0.2%

-6,750(-36%)

INTC0.2%

-5,250(-46%)

AMD0.7%

-4,308(-49%)

ICSH3.6%

-4,103(-2%)

HEQQ0.1%

-3,604(-38%)

FTNT1.1%

-2,604(-9%)

MQY0.9%

-2,071(-1%)

Exited

-24,846

-101,130

-4,920

-13,550

-1,590

-1,250

-1,720

-4,250

-2,450

-1,350

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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