$111 Million is the total value of Congress Park Capital LLC's 101 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | New | VANGUARD INDEX FDSlarge cap etf | $656,000 | – | 4,915 | +100.0% | 0.59% | – |
| IQ | New | IQIYI INCsponsored ads | $576,000 | – | 21,262 | +100.0% | 0.52% | – |
| QQEW | New | FIRST TR NAS100 EQ WEIGHTED | $413,000 | – | 6,500 | +100.0% | 0.37% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $330,000 | – | 1,137 | +100.0% | 0.30% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $288,000 | – | 1,548 | +100.0% | 0.26% | – |
| TOL | New | TOLL BROTHERS INC | $260,000 | – | 7,867 | +100.0% | 0.23% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $223,000 | – | 1,000 | +100.0% | 0.20% | – |
| TJX | New | TJX COS INC NEW | $213,000 | – | 1,900 | +100.0% | 0.19% | – |
| DPZ | New | DOMINOS PIZZA INC | $206,000 | – | 700 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 14.1% |
| APPLE INC | 24 | Q3 2023 | 5.4% |
| AMAZON COM INC | 24 | Q3 2023 | 5.6% |
| ALPHABET INC | 24 | Q3 2023 | 4.8% |
| MERCADOLIBRE INC | 24 | Q3 2023 | 5.2% |
| MICROSOFT CORP | 24 | Q3 2023 | 4.3% |
| META PLATFORMS INC | 24 | Q3 2023 | 4.1% |
| JPMORGAN CHASE & CO | 24 | Q3 2023 | 3.0% |
| ALPHABET INC | 24 | Q3 2023 | 2.6% |
| VISA INC | 24 | Q3 2023 | 2.3% |
View Congress Park Capital LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-09 |
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.