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Home > Institutional Investor > Congress Park Capital Llc > Profile

Instuitional Investor - Congress Park Capital Llc

Fund Profile
Filing Period:
Fund Name: Congress Park Capital Llc
Portfolio Value $264,038,066
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nuveen Floating Rate Income Fund
 JFR 2,421,539 $20,510,437 7.77%
2.
Ishares Tr - ULTRA SHORT-TERM
 320,461 $16,247,379 6.15%
3.
Ishares Trust
 IEF 25,034 $14,066,699 5.33%
4.
Nuveen Amt-Free Quality Municipal Income Fund
 NEA 1,160,000 $12,992,000 4.92%
5.
Amazon Com Inc
 AMZN 58,611 $11,151,268 4.22%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)