Sponsored

The Analysis of Congress Park Capital LLC's Holdings & P&L

Currently, Congress Park Capital LLC holds 134 types of securities in its portfolio with a total value $370.5M. In the most recent quarter, they have increased their positions in MRVL (+9.6K shares, valued at $2.9M), JFR (+356.5K shares, valued at $2.7M), QQQM (+6.2K shares, valued at $1.9M); decreased their positions in AMD (-4.3K shares, valued at $2.5M), MU (-1.7K shares, valued at $2.0M), HRTX (-2.0M shares, valued at $860.6K); initiated new positions in MRVL (+9.6K shares, valued at $2.9M), N/A (+6.9K shares, valued at $1.5M), N/A (+6.3K shares, valued at $1.4M).

1M P&L

+252.4K+0.13%

3M P&L

+11.4M+5.99%

HY P&L

+25.7M+14.62%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A137.1M

45.8%

2Internet Content & Information23.7M

7.9%

3Internet Retail21.9M

7.3%

Top Industries by Stock Count

1N/A25 stocks

22.9%

2Drug Manufacturers - General7 stocks

6.4%

3Semiconductors5 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JFR NUVEEN FLOATING RATE INCOME3.5M shares11.42%2026-06-302026-07-14

ISHARES TR ISHARES TR35.2K shares6.91%2026-06-302026-07-14

GOOGL ALPHABET INC48.3K shares-0.56%2026-06-302026-07-14

NCV VIRTUS CONVERTIBLE & INCOME813.0K shares1.34%2026-06-302026-07-14

QQQM INVESCO EXCH TRADED FD TR II47.2K shares15.06%2026-06-302026-07-14

ICSH ISHARES TR266.6K shares-1.52%2026-06-302026-07-14

AMZN AMAZON COM INC54.7K shares1.70%2026-06-302026-07-14

AAPL APPLE INC36.5K shares1.92%2026-06-302026-07-14

Sponsored

NEA NUVEEN AMT FREE QLTY MUN INC850.0K shares0.00%2026-06-302026-07-14

MELI MERCADOLIBRE INC5.3K shares3.14%2026-06-302026-07-14

SGOV ISHARES TR86.6K shares5.82%2026-06-302026-07-14

NCZ VIRTUS CONVERTIBLE & INC FD542.9K shares1.25%2026-06-302026-07-14

NVDA NVIDIA CORPORATION42.4K shares-0.05%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL16.7K shares1.44%2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC13.7K shares1.53%2026-06-302026-07-14

NVG NUVEEN AMT FREE MUN CR INC F598.0K shares2.57%2026-06-302026-07-14

Sponsored

NUVEEN QUALITY MUNCP INCOME NUVEEN QUALITY MUNCP INCOME618.5K shares2.91%2026-06-302026-07-14

MSFT MICROSOFT CORP17.3K shares8.34%2026-06-302026-07-14

PULS PGIM ETF TR122.4K shares16.47%2026-06-302026-07-14

MU MICRON TECHNOLOGY INC5.2K shares-25.04%2026-06-302026-07-14

GOOG ALPHABET INC16.7K shares2.59%2026-06-302026-07-14

NZF NUVEEN MUN CR INCOME FD437.5K shares0.00%2026-06-302026-07-14

NUV NUVEEN MUN VALUE FD INC599.1K shares0.84%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO14.2K shares-0.18%2026-06-302026-07-14

Sponsored

EMBJ EMBRAER S.A.69.2K shares-0.63%2026-06-302026-07-14

LLY ELI LILLY & CO3.6K shares-0.06%2026-06-302026-07-14

ASML ASML HLDG NV2.0K shares-4.55%2026-06-302026-07-14

ANET ARISTA NETWORKS INC23.7K shares-7.99%2026-06-302026-07-14

FTNT FORTINET INC25.8K shares-9.17%2026-06-302026-07-14

GLD SPDR GOLD TR9.9K shares4.87%2026-06-302026-07-14

MQY BLACKROCK MUNIYILD QULT FD I283.1K shares-0.73%2026-06-302026-07-14

SNOWFLAKE INC SNOWFLAKE INC12.3K shares-2.09%2026-06-302026-07-14

Sponsored

WFC WELLS FARGO & CO37.0K shares-0.72%2026-06-302026-07-14

MRVL MARVELL TECHNOLOGY INC9.6K sharesnew addition2026-06-302026-07-14

BROADCOM INC BROADCOM INC7.4K shares-0.26%2026-06-302026-07-14

GS GOLDMAN SACHS GROUP INC2.7K shares-1.63%2026-06-302026-07-14

AMD ADVANCED MICRO DEVICES INC4.4K shares-49.23%2026-06-302026-07-14

BATRA ATLANTA BRAVES HLDGS INC43.1K shares11.08%2026-06-302026-07-14

VISA INC VISA INC6.4K shares2.10%2026-06-302026-07-14

CLH CLEAN HARBORS INC6.5K shares-9.09%2026-06-302026-07-14

Sponsored

QQQ INVESCO QQQ TR2.6K shares-14.15%2026-06-302026-07-14

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.5K shares-18.87%2026-06-302026-07-14

AMGN AMGEN INC5.1K shares0.00%2026-06-302026-07-14

INDA ISHARES TR37.1K shares2.81%2026-06-302026-07-14

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL18.3K shares14.30%2026-06-302026-07-14

JNJ JOHNSON & JOHNSON6.8K shares-1.63%2026-06-302026-07-14

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.1K shares-4.06%2026-06-302026-07-14

APPLIED MATLS INC APPLIED MATLS INC2.3K shares0.76%2026-06-302026-07-14

Sponsored

ORACLE CORP ORACLE CORP10.6K shares-6.41%2026-06-302026-07-14

HD HOME DEPOT INC4.4K shares14.98%2026-06-302026-07-14

CVX CHEVRON CORPORATION9.3K shares0.93%2026-06-302026-07-14

PANW PALO ALTO NETWORKS INC4.5K shares-12.05%2026-06-302026-07-14

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC6.9K sharesnew addition2026-06-302026-07-14

NETFLIX INC. NETFLIX INC.20.5K shares15.81%2026-06-302026-07-14

HONEYWELL INTL INC HONEYWELL INTL INC6.3K sharesnew addition2026-06-302026-07-14

CSX CSX CORP29.5K shares0.00%2026-06-302026-07-14

Sponsored

ONON ON HLDG AG37.2K shares-1.15%2026-06-302026-07-14

CAT CATERPILLAR INC1.2K shares-23.34%2026-06-302026-07-14

ETN EATON CORP PLC3.0K shares1.01%2026-06-302026-07-14

BTQ BTQ TECHNOLOGIES CORP228.6K shares-11.74%2026-06-302026-07-14

AUR AURORA INNOVATION INC160.2K shares2.73%2026-06-302026-07-14

ROST ROSS STORES INC5.1K shares-0.10%2026-06-302026-07-14

VTES VANGUARD WELLINGTON FD10.0K shares25.00%2026-06-302026-07-14

SHOP SHOPIFY INC8.5K shares40.66%2026-06-302026-07-14

Sponsored

URI UNITED RENTALS INC835 shares-6.18%2026-06-302026-07-14

ABBVIE INC ABBVIE INC3.6K shares-0.38%2026-06-302026-07-14

XBI SPDR SERIES TRUST5.6K shares2.95%2026-06-302026-07-14

INTC INTEL CORP6.3K shares-45.65%2026-06-302026-07-14

DOV DOVER CORP3.8K shares0.00%2026-06-302026-07-14

HRTX HERON THERAPEUTICS INC2.0M shares-50.00%2026-06-302026-07-14

IBM INTERNATIONAL BUSINESS MACHS3.0K shares-32.42%2026-06-302026-07-14

UBER UBER TECHNOLOGIES INC11.7K shares1.92%2026-06-302026-07-14

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.6K shares4.03%2026-06-302026-07-14

MS MORGAN STANLEY3.6K shares-5.72%2026-06-302026-07-14

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-14

DIS DISNEY WALT CO7.7K shares0.00%2026-06-302026-07-14

PEP PEPSICO INC5.3K shares3.38%2026-06-302026-07-14

VGSH VANGUARD SCOTTSDALE FDS12.0K shares-36.00%2026-06-302026-07-14

INTU INTUIT2.7K shares87.68%2026-06-302026-07-14

DECK DECKERS OUTDOOR CORP6.6K shares-0.06%2026-06-302026-07-14

Sponsored

MRK MERCK & CO INC5.1K shares0.00%2026-06-302026-07-14

VHT VANGUARD WORLD FD2.1K shares2.92%2026-06-302026-07-14

MAS MASCO CORP7.8K shares0.00%2026-06-302026-07-14

TER TERADYNE INC1.2K shares0.82%2026-06-302026-07-14

VRT VERTIV HOLDINGS CO1.8K shares-1.39%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T767 shares-30.71%2026-06-302026-07-14

ZOETIS INC ZOETIS INC7.7K shares-0.06%2026-06-302026-07-14

RDDT REDDIT INC3.1K shares-5.85%2026-06-302026-07-14

Sponsored

BX BLACKSTONE INC4.5K shares16.84%2026-06-302026-07-14

YUM YUM BRANDS INC3.3K shares0.00%2026-06-302026-07-14

WY WEYERHAEUSER CO21.3K shares0.03%2026-06-302026-07-14

LLYVK LIBERTY LIVE HOLDINGS INC4.4K shares0.00%2026-06-302026-07-14

EPI WISDOMTREE TR10.7K shares1.90%2026-06-302026-07-14

CRM SALESFORCE INC2.9K shares-16.69%2026-06-302026-07-14

ISRG INTUITIVE SURGICAL INC1.1K shares2.37%2026-06-302026-07-14

BKNG BOOKING HOLDINGS INC2.4K shares2601.15%2026-06-302026-07-14

Sponsored

AXP AMERICAN EXPRESS CO1.2K shares15.67%2026-06-302026-07-14

ICE INTERCONTINENTAL EXCHANGE IN3.1K shares20.19%2026-06-302026-07-14

ABT ABBOTT LABORATORIES4.2K shares0.00%2026-06-302026-07-14

HEQQ J P MORGAN EXCHANGE TRADED F5.8K shares-38.40%2026-06-302026-07-14

SOLS SOLSTICE ADVANCED MATLS INC3.7K shares0.00%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS883 sharesnew addition2026-06-302026-07-14

KO COCA COLA CO4.0K shares0.00%2026-06-302026-07-14

NDMO NUVEEN DYNAMIC MUN OPPORTUNI30.0K shares0.00%2026-06-302026-07-14

Sponsored

CISCO SYS INC CISCO SYS INC2.6K shares-15.87%2026-06-302026-07-14

NEXTERA ENERGY INC NEXTERA ENERGY INC3.5K shares11.02%2026-06-302026-07-14

E ENI SPA6.6K shares0.00%2026-06-302026-07-14

TTD THE TRADE DESK INC17.0K shares-31.42%2026-06-302026-07-14

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.6K sharesnew addition2026-06-302026-07-14

GILD GILEAD SCIENCES INC2.2K shares45.90%2026-06-302026-07-14

AXON AXON ENTERPRISE INC500 sharesnew addition2026-06-302026-07-14

TLN TALEN ENERGY CORP700 shares0.00%2026-06-302026-07-14

Sponsored

AFFIRM HLDGS INC AFFIRM HLDGS INC3.3K sharesnew addition2026-06-302026-07-14

MCD MCDONALDS CORP931 shares0.11%2026-06-302026-07-14

BAC BANK OF AMER CORP4.4K shares0.00%2026-06-302026-07-14

LMT LOCKHEED MARTIN CORP490 shares-3.92%2026-06-302026-07-14

GD GENERAL DYNAMICS CORP700 shares0.00%2026-06-302026-07-14

ABNB AIRBNB INC1.7K shares-33.88%2026-06-302026-07-14

PFE PFIZER INC9.6K shares28.62%2026-06-302026-07-14

TJX TJX COS INC NEW1.5K shares0.00%2026-06-302026-07-14

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL1.0K sharesnew addition2026-06-302026-07-14

THC TENET HEALTHCARE CORP1.2K shares0.00%2026-06-302026-07-14

QQQJ INVESCO EXCH TRADED FD TR II5.0K sharesnew addition2026-06-302026-07-14

BSX BOSTON SCIENTIFIC CORP5.3K sharesnew addition2026-06-302026-07-14

GE GE AEROSPACE595 sharesnew addition2026-06-302026-07-14

UPS UNITED PARCEL SVCS INC2.0K shares0.00%2026-06-302026-07-14

AZO AUTOZONE INC65 sharesnew addition2026-06-302026-07-14

DOMINOS PIZZA INC DOMINOS PIZZA INC701 shares0.00%2026-06-302026-07-14

Sponsored

RACE FERRARI N V550 sharesnew addition2026-06-302026-07-14

VOO VANGUARD INDEX FDS296 sharesnew addition2026-06-302026-07-14

NVO NOVO-NORDISK A S4.2K sharesnew addition2026-06-302026-07-14

ZS ZSCALER INC1.4K sharesnew addition2026-06-302026-07-14

PLUG PLUG PWR INC73.8K shares0.00%2026-06-302026-07-14

CTMX CYTOMX THERAPEUTICS INC.49.2K shares0.00%2026-06-302026-07-14

JFR

NUVEEN FLOATING RATE INCOME

11.42%

Shares3.5M

Event2026-06-30

Filed2026-07-14

ISHARES TR

6.91%

Shares35.2K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

-0.56%

Shares48.3K

Event2026-06-30

Filed2026-07-14

NCV

VIRTUS CONVERTIBLE & INCOME

1.34%

Shares813.0K

Event2026-06-30

Filed2026-07-14

QQQM

INVESCO EXCH TRADED FD TR II

15.06%

Shares47.2K

Event2026-06-30

Filed2026-07-14

ICSH

ISHARES TR

-1.52%

Shares266.6K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

1.70%

Shares54.7K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

1.92%

Shares36.5K

Event2026-06-30

Filed2026-07-14

NEA

NUVEEN AMT FREE QLTY MUN INC

0.00%

Shares850.0K

Event2026-06-30

Filed2026-07-14

MELI

MERCADOLIBRE INC

3.14%

Shares5.3K

Event2026-06-30

Filed2026-07-14

SGOV

ISHARES TR

5.82%

Shares86.6K

Event2026-06-30

Filed2026-07-14

NCZ

VIRTUS CONVERTIBLE & INC FD

1.25%

Shares542.9K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

-0.05%

Shares42.4K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.44%

Shares16.7K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

1.53%

Shares13.7K

Event2026-06-30

Filed2026-07-14

NVG

NUVEEN AMT FREE MUN CR INC F

2.57%

Shares598.0K

Event2026-06-30

Filed2026-07-14

NUVEEN QUALITY MUNCP INCOME

2.91%

Shares618.5K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

8.34%

Shares17.3K

Event2026-06-30

Filed2026-07-14

PULS

PGIM ETF TR

16.47%

Shares122.4K

Event2026-06-30

Filed2026-07-14

MICRON TECHNOLOGY INC

-25.04%

Shares5.2K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

2.59%

Shares16.7K

Event2026-06-30

Filed2026-07-14

NZF

NUVEEN MUN CR INCOME FD

0.00%

Shares437.5K

Event2026-06-30

Filed2026-07-14

NUV

NUVEEN MUN VALUE FD INC

0.84%

Shares599.1K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

-0.18%

Shares14.2K

Event2026-06-30

Filed2026-07-14

EMBJ

EMBRAER S.A.

-0.63%

Shares69.2K

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

-0.06%

Shares3.6K

Event2026-06-30

Filed2026-07-14

ASML

ASML HLDG NV

-4.55%

Shares2.0K

Event2026-06-30

Filed2026-07-14

ANET

ARISTA NETWORKS INC

-7.99%

Shares23.7K

Event2026-06-30

Filed2026-07-14

FTNT

FORTINET INC

-9.17%

Shares25.8K

Event2026-06-30

Filed2026-07-14

GLD

SPDR GOLD TR

4.87%

Shares9.9K

Event2026-06-30

Filed2026-07-14

MQY

BLACKROCK MUNIYILD QULT FD I

-0.73%

Shares283.1K

Event2026-06-30

Filed2026-07-14

SNOWFLAKE INC

-2.09%

Shares12.3K

Event2026-06-30

Filed2026-07-14

WFC

WELLS FARGO & CO

-0.72%

Shares37.0K

Event2026-06-30

Filed2026-07-14

MRVL

MARVELL TECHNOLOGY INC

New

Shares9.6K

Event2026-06-30

Filed2026-07-14

BROADCOM INC

-0.26%

Shares7.4K

Event2026-06-30

Filed2026-07-14

GOLDMAN SACHS GROUP INC

-1.63%

Shares2.7K

Event2026-06-30

Filed2026-07-14

AMD

ADVANCED MICRO DEVICES INC

-49.23%

Shares4.4K

Event2026-06-30

Filed2026-07-14

BATRA

ATLANTA BRAVES HLDGS INC

11.08%

Shares43.1K

Event2026-06-30

Filed2026-07-14

VISA INC

2.10%

Shares6.4K

Event2026-06-30

Filed2026-07-14

CLH

CLEAN HARBORS INC

-9.09%

Shares6.5K

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

-14.15%

Shares2.6K

Event2026-06-30

Filed2026-07-14

CROWDSTRIKE HLDGS INC

-18.87%

Shares2.5K

Event2026-06-30

Filed2026-07-14

AMGN

AMGEN INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-14

INDA

ISHARES TR

2.81%

Shares37.1K

Event2026-06-30

Filed2026-07-14

LIBERTY MEDIA CORP DEL

14.30%

Shares18.3K

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON

-1.63%

Shares6.8K

Event2026-06-30

Filed2026-07-14

UNITEDHEALTH GROUP INC

-4.06%

Shares4.1K

Event2026-06-30

Filed2026-07-14

APPLIED MATLS INC

0.76%

Shares2.3K

Event2026-06-30

Filed2026-07-14

ORACLE CORP

-6.41%

Shares10.6K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

14.98%

Shares4.4K

Event2026-06-30

Filed2026-07-14

CVX

CHEVRON CORPORATION

0.93%

Shares9.3K

Event2026-06-30

Filed2026-07-14

PANW

PALO ALTO NETWORKS INC

-12.05%

Shares4.5K

Event2026-06-30

Filed2026-07-14

HONEYWELL AEROSPACE INC

New

Shares6.9K

Event2026-06-30

Filed2026-07-14

NETFLIX INC.

15.81%

Shares20.5K

Event2026-06-30

Filed2026-07-14

HONEYWELL INTL INC

New

Shares6.3K

Event2026-06-30

Filed2026-07-14

CSX

CSX CORP

0.00%

Shares29.5K

Event2026-06-30

Filed2026-07-14

ONON

ON HLDG AG

-1.15%

Shares37.2K

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC

-23.34%

Shares1.2K

Event2026-06-30

Filed2026-07-14

ETN

EATON CORP PLC

1.01%

Shares3.0K

Event2026-06-30

Filed2026-07-14

BTQ

BTQ TECHNOLOGIES CORP

-11.74%

Shares228.6K

Event2026-06-30

Filed2026-07-14

AUR

AURORA INNOVATION INC

2.73%

Shares160.2K

Event2026-06-30

Filed2026-07-14

ROST

ROSS STORES INC

-0.10%

Shares5.1K

Event2026-06-30

Filed2026-07-14

VTES

VANGUARD WELLINGTON FD

25.00%

Shares10.0K

Event2026-06-30

Filed2026-07-14

SHOP

SHOPIFY INC

40.66%

Shares8.5K

Event2026-06-30

Filed2026-07-14

URI

UNITED RENTALS INC

-6.18%

Shares835

Event2026-06-30

Filed2026-07-14

ABBVIE INC

-0.38%

Shares3.6K

Event2026-06-30

Filed2026-07-14

XBI

SPDR SERIES TRUST

2.95%

Shares5.6K

Event2026-06-30

Filed2026-07-14

INTC

INTEL CORP

-45.65%

Shares6.3K

Event2026-06-30

Filed2026-07-14

DOV

DOVER CORP

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-14

HRTX

HERON THERAPEUTICS INC

-50.00%

Shares2.0M

Event2026-06-30

Filed2026-07-14

IBM

INTERNATIONAL BUSINESS MACHS

-32.42%

Shares3.0K

Event2026-06-30

Filed2026-07-14

UBER

UBER TECHNOLOGIES INC

1.92%

Shares11.7K

Event2026-06-30

Filed2026-07-14

TMO

THERMO FISHER SCIENTIFIC INC

4.03%

Shares1.6K

Event2026-06-30

Filed2026-07-14

MORGAN STANLEY

-5.72%

Shares3.6K

Event2026-06-30

Filed2026-07-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-14

DIS

DISNEY WALT CO

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-14

PEP

PEPSICO INC

3.38%

Shares5.3K

Event2026-06-30

Filed2026-07-14

VGSH

VANGUARD SCOTTSDALE FDS

-36.00%

Shares12.0K

Event2026-06-30

Filed2026-07-14

INTU

INTUIT

87.68%

Shares2.7K

Event2026-06-30

Filed2026-07-14

DECK

DECKERS OUTDOOR CORP

-0.06%

Shares6.6K

Event2026-06-30

Filed2026-07-14

MRK

MERCK & CO INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-14

VHT

VANGUARD WORLD FD

2.92%

Shares2.1K

Event2026-06-30

Filed2026-07-14

MAS

MASCO CORP

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-14

TER

TERADYNE INC

0.82%

Shares1.2K

Event2026-06-30

Filed2026-07-14

VRT

VERTIV HOLDINGS CO

-1.39%

Shares1.8K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

-30.71%

Shares767

Event2026-06-30

Filed2026-07-14

ZOETIS INC

-0.06%

Shares7.7K

Event2026-06-30

Filed2026-07-14

RDDT

REDDIT INC

-5.85%

Shares3.1K

Event2026-06-30

Filed2026-07-14

BLACKSTONE INC

16.84%

Shares4.5K

Event2026-06-30

Filed2026-07-14

YUM

YUM BRANDS INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-14

WEYERHAEUSER CO

0.03%

Shares21.3K

Event2026-06-30

Filed2026-07-14

LLYVK

LIBERTY LIVE HOLDINGS INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-14

EPI

WISDOMTREE TR

1.90%

Shares10.7K

Event2026-06-30

Filed2026-07-14

CRM

SALESFORCE INC

-16.69%

Shares2.9K

Event2026-06-30

Filed2026-07-14

ISRG

INTUITIVE SURGICAL INC

2.37%

Shares1.1K

Event2026-06-30

Filed2026-07-14

BKNG

BOOKING HOLDINGS INC

2601.15%

Shares2.4K

Event2026-06-30

Filed2026-07-14

AXP

AMERICAN EXPRESS CO

15.67%

Shares1.2K

Event2026-06-30

Filed2026-07-14

ICE

INTERCONTINENTAL EXCHANGE IN

20.19%

Shares3.1K

Event2026-06-30

Filed2026-07-14

ABT

ABBOTT LABORATORIES

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-14

HEQQ

J P MORGAN EXCHANGE TRADED F

-38.40%

Shares5.8K

Event2026-06-30

Filed2026-07-14

SOLS

SOLSTICE ADVANCED MATLS INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

New

Shares883

Event2026-06-30

Filed2026-07-14

COCA COLA CO

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-14

NDMO

NUVEEN DYNAMIC MUN OPPORTUNI

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-14

CISCO SYS INC

-15.87%

Shares2.6K

Event2026-06-30

Filed2026-07-14

NEXTERA ENERGY INC

11.02%

Shares3.5K

Event2026-06-30

Filed2026-07-14

ENI SPA

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-14

TTD

THE TRADE DESK INC

-31.42%

Shares17.0K

Event2026-06-30

Filed2026-07-14

PALANTIR TECHNOLOGIES INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-14

GILD

GILEAD SCIENCES INC

45.90%

Shares2.2K

Event2026-06-30

Filed2026-07-14

AXON

AXON ENTERPRISE INC

New

Shares500

Event2026-06-30

Filed2026-07-14

TLN

TALEN ENERGY CORP

0.00%

Shares700

Event2026-06-30

Filed2026-07-14

AFFIRM HLDGS INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-14

MCD

MCDONALDS CORP

0.11%

Shares931

Event2026-06-30

Filed2026-07-14

BAC

BANK OF AMER CORP

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-14

LMT

LOCKHEED MARTIN CORP

-3.92%

Shares490

Event2026-06-30

Filed2026-07-14

GENERAL DYNAMICS CORP

0.00%

Shares700

Event2026-06-30

Filed2026-07-14

ABNB

AIRBNB INC

-33.88%

Shares1.7K

Event2026-06-30

Filed2026-07-14

PFE

PFIZER INC

28.62%

Shares9.6K

Event2026-06-30

Filed2026-07-14

TJX

TJX COS INC NEW

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-14

WASTE MGMT INC DEL

New

Shares1.0K

Event2026-06-30

Filed2026-07-14

THC

TENET HEALTHCARE CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

QQQJ

INVESCO EXCH TRADED FD TR II

New

Shares5.0K

Event2026-06-30

Filed2026-07-14

BSX

BOSTON SCIENTIFIC CORP

New

Shares5.3K

Event2026-06-30

Filed2026-07-14

GE AEROSPACE

New

Shares595

Event2026-06-30

Filed2026-07-14

UPS

UNITED PARCEL SVCS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

AZO

AUTOZONE INC

New

Shares65

Event2026-06-30

Filed2026-07-14

DOMINOS PIZZA INC

0.00%

Shares701

Event2026-06-30

Filed2026-07-14

RACE

FERRARI N V

New

Shares550

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

New

Shares296

Event2026-06-30

Filed2026-07-14

NVO

NOVO-NORDISK A S

New

Shares4.2K

Event2026-06-30

Filed2026-07-14

ZSCALER INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-14

PLUG

PLUG PWR INC

0.00%

Shares73.8K

Event2026-06-30

Filed2026-07-14

CTMX

CYTOMX THERAPEUTICS INC.

0.00%

Shares49.2K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available