$104 Million is the total value of Congress Park Capital LLC's 97 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BOX | New | BOX INCcl a | $1,145,000 | – | 45,800 | +100.0% | 1.10% | – |
| SINA | New | SINA CORPord | $359,000 | – | 4,240 | +100.0% | 0.34% | – |
| NEWR | New | NEW RELIC INC | $231,000 | – | 2,300 | +100.0% | 0.22% | – |
| WMB | New | WILLIAMS COS INC DEL | $211,000 | – | 7,800 | +100.0% | 0.20% | – |
| CHL | New | CHINA MOBILE LIMITEDsponsored adr | $204,000 | – | 4,600 | +100.0% | 0.20% | – |
| XOM | New | EXXON MOBIL CORP | $201,000 | – | 2,426 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 27 | Q2 2024 | 14.1% |
| AMAZON COM INC | 27 | Q2 2024 | 5.6% |
| APPLE INC | 27 | Q2 2024 | 5.4% |
| ALPHABET INC | 27 | Q2 2024 | 5.0% |
| MICROSOFT CORP | 27 | Q2 2024 | 4.4% |
| MERCADOLIBRE INC | 27 | Q2 2024 | 5.2% |
| META PLATFORMS INC | 27 | Q2 2024 | 4.1% |
| JPMORGAN CHASE & CO. | 27 | Q2 2024 | 3.0% |
| ALPHABET INC | 27 | Q2 2024 | 2.6% |
| VISA INC | 27 | Q2 2024 | 2.3% |
View Congress Park Capital LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-15 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-22 |
View Congress Park Capital LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.