Congress Park Capital LLC
Annual return '25
+7.3%
SPY '25
+17.7%
Alpha
-10.4ptsvs SPY
Invested
$325.7M
Holdings
190
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 91%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$HEI/A
HEICO CORP NEW
Held since at least Q1 2024
9.1%
02
$JFR
NUVEEN FLOATING RATE INCOME
Q1 2026: Exited (was 2.18M shares)
7.2%
03
$IVV
ISHARES TR
Q1 2026: Sold 99.5% (31.1k → 146 shares)
6.6%
04
$RBC
RBC BEARINGS INC
Q1 2026: New position (460 shares)
6.0%
05
$APH
AMPHENOL CORP NEW
Held since at least Q1 2024
5.6%
06
$TDY
TELEDYNE TECHNOLOGIES INC
Held since at least Q1 2024
4.7%
07
$ORLY
OREILLY AUTOMOTIVE INC
Held since at least Q1 2024
4.4%
08
$GOOGL
ALPHABET INC
Q1 2026: Increased +94.9% (48.6k → 94.8k shares)
4.3%
09
$ICSH
ISHARES TR
Q1 2026: Exited (was 288.6k shares)
4.2%
10
$RLI
RLI CORP
Held since at least Q1 2024
4.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:32 UTC.