Eric Brodwin

@Congress Park Capital Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$275.383M

Total holdings110

Assets growth rate2.08%

Assets growth rate (2-Q avg)5.22%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Congress Park Capital Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Congress Park Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 275.383M in assets, with a quarterly growth rate of 2.08% and a 2-quarter average growth rate of 5.22%. The portfolio is managed by Eric Brodwin, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ANETArista Networks Inc Recent Activity New Position	1.18%	$3.229M 29,213 shares@ $110.54 avg price	New Position
WFCWells Fargo Co New Recent Activity New Position	0.76%	$2.09M 29,760 shares@ $70.25 avg price	New Position
ASMLAsml Holding N V Recent Activity New Position	0.4%	$1.078M 1,556 shares@ $693.09 avg price	New Position
CVXChevron Corp New Recent Activity New Position	0.17%	$455,522 3,145 shares@ $144.85 avg price	New Position
CCitigroup Inc Recent Activity New Position	0.17%	$441,698 6,275 shares@ $70.4 avg price	New Position
TAt&t Inc Recent Activity New Position	0.11%	$284,625 12,500 shares@ $22.77 avg price	New Position
BABoeing Co Recent Activity New Position	0.09%	$237,731 1,343 shares@ $177.02 avg price	New Position
TSLATesla Inc Recent Activity New Position	0.09%	$230,997 572 shares@ $403.85 avg price	New Position
FFord Mtr Co Recent Activity New Position	0.04%	$104,030 10,508 shares@ $9.91 avg price	New Position