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Congress Park Capital LLC
Congress Park Capital LLC is an investment advisory firm headquartered in Saratoga Springs, New York. Founded in 2009, the firm is solely owned by Eric Brodwin, who serves as Managing Principal. With a lean team of 3 employees, it primarily serves high net worth individuals, along with some individual and pension accounts. Congress Park Capital specializes in personalized, discretionary investment management services, managing hundreds of millions in assets for its clients.
Investment Strategy
Congress Park Capital LLC manages a diversified, primarily long-only equity portfolio with a strong focus on large-cap growth U.S. and international stocks. The firm tailors investment strategies to the needs of high-net-worth clients, allocating capital across sectors with a concentration in technology and consumer sectors. Its investment philosophy emphasizes rigorous fundamental analysis, stock selection based on earnings and growth potential, and risk management through diversified holdings. They act as discretionary managers, making independent investment decisions on behalf of clients, with all assets currently under discretionary management.
Latest 13F Filing Activity
Congress Park Capital LLC filed their most recent 13F report on Sep 30, 2025 disclosing 123 equity positions with a total 13F market value of $322M. The fund increased holdings in Ishares TR, Alphabet Inc., Invesco Exch Traded FD TR II among other positions. Congress Park Capital LLC reduced exposure to Blackrock Muniyield FD Inc., Pgim Etf TR, Mercadolibre Inc. among others.
Top Holdings
Equity Positions (123)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JFR | NUVEEN FLOATING RATE INCOME | 7.01% | $22.6M | 2,758,932 | $8.47 | $8.18 | -$1.3M |
I IVV | ISHARES TR | 6.11% | $19.6M | 29,349 | $515.64 | $669.30 | +$3.5M |
N NEA | NUVEEN AMT FREE QLTY MUN INC | 4.06% | $13.1M | 1,147,500 | $11.66 | $11.39 | -$1.2M |
A AMZN | AMAZON COM INC | 4.06% | $13.1M | 59,443 | $84.07 | $219.57 | +$31.5K |
I ICSH | ISHARES TR | 3.83% | $12.3M | 242,676 | $50.66 | $50.75 | +$802.2K |
Industry Allocation
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