Constitution Capital LLC
CIK 1845531 · View on SEC EDGAR ↗
- Portfolio value
- $194.8M
- Positions
- 62
- As of
- June 30, 2026
#6,539 of 9,443 by 13F value · top 69.2%
Portfolio value QoQ: -2.6% 13F does not disclose cash
- Top 10 holdings weight
- 56.64%
- Top 25 holdings weight
- 87.45%
- Positions above 1%
- 27
- Effective number of positions
- 21.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 6.52% Est. buys $12,871,383 · sells $30,645,221
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 77.5% still held
- New positions
- 5
- Increased
- 6
- Decreased
- 34
- Closed
- 4
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +9.1% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 99.3% · Options excluded: 0.0%
Sector breakdown
Technology
23.1%
Retail
12.7%
Healthcare
11.6%
Utilities
8.3%
Industrials
6.7%
Financials
6.5%
Consumer Staples
5.0%
Communication Services
3.8%
Financial Services
3.6%
Consumer products
1.6%
Energy
0.6%
Telecommunication
0.3%
Consumer Discretionary
0.2%
Communications
0.1%
Other/Unmapped
15.7%
Full portfolio 62 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $26,226,197 | 13.46% | 70,308 | $445,060 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $12,466,527 | 6.40% | 38,086 | $580,845 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $10,724,104 | 5.51% | 8,941 | $9,592,787 | Up ×1 | ||
| XLV XLV | $9,405,365 | 4.83% | 59,280 | $555,985 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $9,069,974 | 4.66% | 80,081 | $-2,719,600 | Down ×1 | ||
| XLK XLK | $9,059,292 | 4.65% | 47,550 | $2,602,478 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $9,021,666 | 4.63% | 31,178 | $773,999 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $8,738,931 | 4.49% | 43,675 | $572,651 | Down ×2 | ||
| JNJ Johnson & Johnson Common Stock | $8,081,325 | 4.15% | 31,820 | $-4,017,233 | Down ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $7,544,578 | 3.87% | 85,959 | $-3,188,403 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $7,375,597 | 3.79% | 20,913 | $231,120 | Down ×3 | ||
| UNP Union Pacific Corporation Common Stock | $5,684,256 | 2.92% | 20,898 | $578,803 | Down ×5 | ||
| KO Coca-Cola Company (The) Common Stock | $5,378,530 | 2.76% | 66,181 | $-1,674,043 | Down ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4,853,085 | 2.49% | 13,580 | $344,144 | Down ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4,813,276 | 2.47% | 20,195 | $253,204 | Down ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $4,427,445 | 2.27% | 32,699 | $-829,277 | Down ×6 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $4,393,972 | 2.26% | 34,713 | $-2,246,388 | Down ×1 | ||
| AXP American Express Company Common Stock | $4,353,278 | 2.23% | 12,870 | $216,864 | Down ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $3,149,827 | 1.62% | 21,480 | $-522,921 | Down ×2 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $2,947,571 | 1.51% | 21,545 | $-2,445,716 | Down ×1 | ||
| XLF XLF | $2,856,931 | 1.47% | 53,291 | $138,569 | Down ×2 | ||
| XLY XLY | $2,579,339 | 1.32% | 21,993 | $168,374 | Down ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $2,513,164 | 1.29% | 2,360 | $862,452 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $2,401,095 | 1.23% | 5,777 | $755,367 | Down ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $2,293,772 | 1.18% | 2,452 | $-7,448,324 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,999,848 | 1.03% | 5,660 | ||||
| GEV GE Vernova Inc. Common Stock | $1,993,737 | 1.02% | 1,697 | $512,426 | |||
| V Visa Inc. | $1,593,653 | 0.82% | 4,645 | $182,192 | Down ×2 | ||
| XLC XLC | $1,514,711 | 0.78% | 14,139 | $-91,540 | Down ×2 | ||
| WM Waste Management, Inc. Common Stock | $1,306,077 | 0.67% | 5,860 | $-1,516,893 | Down ×1 | ||
| SO Southern Company (The) Common Stock | $1,270,550 | 0.65% | 13,275 | $-49,361 | Down ×3 | ||
| XLI XLI | $1,141,943 | 0.59% | 6,165 | $132,748 | Down ×2 | ||
| SPY SPY | $1,052,199 | 0.54% | 1,409 | $133,919 | Down ×3 | ||
| SYY Sysco Corporation Common Stock | $957,994 | 0.49% | 11,462 | $104,745 | Down ×6 | ||
| XOM Exxon Mobil Corporation Common Stock | $898,934 | 0.46% | 6,575 | $-267,479 | Down ×5 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $809,096 | 0.42% | 800 | $132,304 | |||
| XLE XLE | $803,289 | 0.41% | 15,125 | $-145,016 | Down ×2 | ||
| DE Deere & Company Common Stock | $634,330 | 0.33% | 1,000 | $71,030 | |||
| XLU XLU | $599,349 | 0.31% | 13,219 | $-1,764 | Up ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $549,980 | 0.28% | 4,280 | $35,139 | |||
| T AT&T Inc. | $515,430 | 0.26% | 24,900 | $-206,421 | |||
| XLP XLP | $513,788 | 0.26% | 6,185 | $-5,063 | Down ×2 | ||
| BRKB | $445,847 | 0.23% | 891 | $-148,840 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $435,683 | 0.22% | 750 | Up ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $405,756 | 0.21% | 551 | $87,730 | |||
| BHVN Biohaven Ltd. Common Shares | $401,760 | 0.21% | 27,000 | $257,940 | Up ×1 | ||
| TKO TKO Group Holdings, Inc. Class A Common Stock | $362,358 | 0.19% | 1,800 | $-612 | |||
| CNI Canadian National Railway Company Common Stock | $349,612 | 0.18% | 2,932 | $48,290 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $334,299 | 0.17% | 700 | $97,734 | |||
| MAR Marriott International - Class A Common Stock | $315,002 | 0.16% | 850 | $36,992 | |||
| NSC Norfolk Southern Corporation Common Stock | $314,590 | 0.16% | 1,000 | $27,590 | |||
| MS Morgan Stanley Common Stock | $313,560 | 0.16% | 1,500 | $66,705 | |||
| LMT Lockheed Martin Corporation Common Stock | $305,676 | 0.16% | 600 | $-56,958 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $300,728 | 0.15% | 1,985 | $-8,292 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $281,792 | 0.14% | 1,700 | $-69,938 | |||
| AMGN Amgen Inc. - Common Stock | $277,022 | 0.14% | 765 | $7,857 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $252,539 | 0.13% | 2,150 | Up ×1 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $248,680 | 0.13% | 125 | ||||
| WFC Wells Fargo & Company Common Stock | $247,920 | 0.13% | 3,000 | $9,090 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $245,500 | 0.13% | 10,000 | ||||
| GDV Gabelli Dividend & Income Trust Common Shares of Beneficial Interest | $244,020 | 0.13% | 8,300 | $20,501 | |||
| ABBV AbbVie Inc. Common Stock | $201,312 | 0.10% | 800 | $-16,178 | Down ×2 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| COST | Trimmed | -7K | -$7.4M |
| JNJ | Trimmed | -18K | -$4.0M |
| NEE | Trimmed | -30K | -$3.2M |
| WMT | Trimmed | -15K | -$2.7M |
| XLK | Trimmed | -1K | +$2.6M |
| AEP | Trimmed | -20K | -$2.4M |
| DUK | Trimmed | -16K | -$2.2M |
| KO | Trimmed | -27K | -$1.7M |
| WM | Trimmed | -6K | -$1.5M |
| CAT | Bought more | +30 | +$862K |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| META | March 31, 2026 | 2,745 | $1,811,947 | -4.7% |
| CMCSA | Sept. 30, 2025 | 47,800 | $1,705,982 | -14.8% |
| BA | Dec. 31, 2025 | 6,000 | $1,294,980 | 2.1% |
| BLK | June 30, 2025 | 1,100 | $1,041,128 | 11.2% |
| MCD | June 30, 2026 | 2,435 | $756,774 | 0.4% |
| ASML | March 31, 2026 | 625 | $668,663 | 34.0% |
| VZ | Dec. 31, 2025 | 14,312 | $629,012 | 21.3% |
| UPS | March 31, 2025 | 4,344 | $547,778 | -5.6% |
| NEM | March 31, 2026 | 5,350 | $534,198 | 15.2% |
| PANW | March 31, 2025 | 2,200 | $400,312 | 110.4% |
| TSLA | Dec. 31, 2025 | 820 | $364,670 | -24.8% |
| QCOM | June 30, 2025 | 2,200 | $337,942 | 1.6% |
| CB | June 30, 2025 | 1,000 | $301,990 | 20.1% |
| PRU | March 31, 2025 | 2,400 | $284,472 | 11.2% |
| BHVN | March 31, 2025 | 7,000 | $261,450 | -40.2% |
| TMO | March 31, 2026 | 423 | $245,107 | 25.2% |
| VZ | June 30, 2026 | 4,700 | $235,940 | 16.7% |
| GOOG | March 31, 2026 | 740 | $232,212 | 19.0% |
| NFLX | June 30, 2026 | 2,400 | $230,760 | 11.8% |
| ABBV | June 30, 2025 | 1,000 | $209,520 | 42.9% |
| BAC | Dec. 31, 2025 | 4,050 | $208,940 | 16.5% |
| LHX | June 30, 2026 | 600 | $207,090 | -3.9% |
| MDT | June 30, 2025 | 2,300 | $206,678 | 7.6% |
| DIS | March 31, 2026 | 1,800 | $204,786 | 10.4% |