Congress Park Capital LLC
RIA/Wealth
Congress Park Capital LLC is a RIA/Wealth based in Saratoga Springs, NY led by Eric Brodwin, reporting $366.5M in AUM as of Q3 2025 with JFR as the largest holding (7% allocation).
CIOEric Brodwin
- Portfolio Value
- $310.3M
- Positions
- 122
- Top Holding
- JFR at 7.27%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Congress Park Capital LLC's portfolio (43.1% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $22.6M | 7.27% | -$489.5K Sold | — 2.8M shares | |
ETF ETF | $19.6M | 6.33% | +$2.3M Bought | — 29.3K shares | |
Unknown Unknown | $13.1M | 4.21% | -$1.8M Sold | — 1.1M shares | |
Specialty Retail Consumer Cyclical | $13.1M | 4.21% | +$20.9K Bought | 0.00% 59.4K shares | |
ETF ETF | $12.3M | 3.97% | +$793.1K Bought | — 242.7K shares | |
Internet Content & Information Communication Services | $12.2M | 3.92% | -$113.5K Sold | 0.00% 50.1K shares | |
Specialty Retail Consumer Cyclical | $10.9M | 3.51% | -$112.2K Sold | 0.01% 4.7K shares | |
Software - Infrastructure Technology | $10.3M | 3.30% | -$81.3K Sold | 0.00% 19.8K shares | |
Internet Content & Information Communication Services | $10.1M | 3.27% | -$116.8K Sold | 0.00% 13.8K shares | |
Unknown Unknown | $9.5M | 3.06% | +$1.4M Bought | — 633.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Congress Park Capital LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Congress Park Capital LLC
GthenA