Congress Park Capital LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Congress Park Capital LLC, a prominent investment firm, recently released its Q3 2023 and Q4 2023 13F holdings comparison. These holdings provide insight into the changes in the fund's investments and reflect shifts in the market and the fund's strategy.

Here is a breakdown of some of the significant changes in holdings:

1. Amazon.com Inc (AMZN):

- Q3 2023 Shares: 66,239

- Q4 2023 Shares: 65,877

- Q3 2023 Value: $8,420 million

- Q4 2023 Value: $10,009 million

- Change: +18.9%

2. Apple Inc (AAPL):

- Q3 2023 Shares: 54,136

- Q4 2023 Shares: 51,490

- Q3 2023 Value: $9,268 million

- Q4 2023 Value: $9,913 million

- Change: +7%

3. Alphabet Inc (GOOGL):

- Q3 2023 Shares: 70,599

- Q4 2023 Shares: 70,316

- Q3 2023 Value: $9,238 million

- Q4 2023 Value: $9,822 million

- Change: +6.3%

4. Microsoft Corp (MSFT):

- Q3 2023 Shares: 22,296

- Q4 2023 Shares: 23,669

- Q3 2023 Value: $7,039 million

- Q4 2023 Value: $8,900 million

- Change: +26.4%

It is evident from these changes that Congress Park Capital LLC made strategic adjustments to its holdings. The fund increased its investments in companies like Amazon and Microsoft, indicating confidence in their growth prospects. On the other hand, the fund reduced its holdings in companies like Apple and Alphabet.

One noteworthy change is the significant increase in holdings of Nuveen Floating Rate Income (JFR). While the fund held 365,000 shares in Q3 2023, it increased its holdings to 929,042 shares in Q4 2023, representing an astounding 154.8% change. This suggests that Congress Park Capital LLC recognizes the potential of Nuveen Floating Rate Income and expects it to perform well in the future.

Another interesting change is the decrease in holdings of Berkshire Hathaway Inc Del (BRK-B). While the fund held 26,735 shares in Q3 2023, its holdings decreased to 21,077 shares in Q4 2023, reflecting a -19.7% change. This reduction could be due to various factors, including the fund's reassessment of the company's performance or a reallocation of funds.

Additionally, Meta Platforms Inc (META) saw a significant increase in holdings. Congress Park Capital LLC held 20,282 shares in Q3 2023, and this increased to 20,872 shares in Q4 2023, representing a 21.3% change. The fund's decision to increase its investment in Meta Platforms Inc suggests that it believes in the company's future potential and growth prospects.

Overall, the Q3 2023 and Q4 2023 13F holdings comparison of Congress Park Capital LLC provides valuable insights into the fund's adjustments and investment strategies. While some holdings were increased, others were decreased, indicating a constant evaluation of market conditions and the fund's investment goals.

Investors and analysts closely follow these reports to gain insights into the investment decisions of prominent firms like Congress Park Capital LLC. By analyzing these changes in holdings, they can make informed decisions about their own investment portfolios.

Note: The information provided in this article is based on the Q3 2023 and Q4 2023 13F holdings comparison of Congress Park Capital LLC. It is important for investors to conduct their own research and consult with financial advisors before making any investment decisions.