Constitution Capital LLC

CIK 1845531 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: -2.6% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas56,64%

Bobot 25 kepemilikan teratas87,45%

Posisi di atas 1%27

Jumlah posisi efektif21,2

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 6,52% Perkiraan pembelian $12.871.383 · penjualan $30.645.221

Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 80,5% masih dipegang

Posisi baru5

Meningkat6

Menurun34

Tertutup4

Nilai Portofolio $194.8M #6.591 dari 9.337 berdasarkan nilai 13F · top 70.6%

Posisi 62

Per tanggal 30 Juni 2026 Data per Q2 2026

Kinerja vs S&P 500

Dilacak Q1 2025–Q2 2026 +18.6%

Total imbal hasil S&P 500 (jendela yang sama) +37.0%

Imbal hasil berlebih -18.4%

Tahunan: +14.6% · S&P 500: +28.7%

Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.

Cakupan yang dapat dihargai: 99,4% · Opsi dikecualikan: 0,0%

Rincian sektor

Technology 23,1%

Retail 12,7%

Healthcare 11,6%

Financials 10,4%

Utilities 8,3%

Industrials 6,7%

Consumer Staples 5,0%

Communication Services 4,2%

Consumer products 1,6%

Energy 0,6%

Consumer Discretionary 0,2%

Lainnya/Tidak terpetakan 15,5%

Portofolio lengkap 62 posisi

					Rentetan
MSFT Microsoft Corporation - Common Stock	$26.226.197	13,46%	70.308	$445.060	Naik ×1
JPM JP Morgan Chase & Co. Common Stock	$12.466.527	6,40%	38.086	$580.845	Turun ×1
LLY Eli Lilly and Company Common Stock	$10.724.104	5,51%	8.941	$9.592.787	Naik ×1
XLV SELECT SECTOR SPDR TRUST	$9.405.365	4,83%	59.280	$555.985	Turun ×1
WMT Walmart Inc. - Common Stock	$9.069.974	4,66%	80.081	$-2.719.600	Turun ×1
XLK SELECT SECTOR SPDR TRUST	$9.059.292	4,65%	47.550	$2.602.478	Turun ×2
AAPL Apple Inc. - Common Stock	$9.021.666	4,63%	31.178	$773.999	Turun ×1
NVDA NVIDIA Corporation - Common Stock	$8.738.931	4,49%	43.675	$572.651	Turun ×2
JNJ Johnson & Johnson Common Stock	$8.081.325	4,15%	31.820	$-4.017.233	Turun ×1
NEE NextEra Energy, Inc. Common Stock	$7.544.578	3,87%	85.959	$-3.188.403	Turun ×1
HD Home Depot, Inc. (The) Common Stock	$7.375.597	3,79%	20.913	$231.120	Turun ×3
UNP Union Pacific Corporation Common Stock	$5.684.256	2,92%	20.898	$578.803	Turun ×5
KO Coca-Cola Company (The) Common Stock	$5.378.530	2,76%	66.181	$-1.674.043	Turun ×2
GOOGL Alphabet Inc. - Class A Common Stock	$4.853.085	2,49%	13.580	$344.144	Turun ×2
AMZN Amazon.com, Inc. - Common Stock	$4.813.276	2,47%	20.195	$253.204	Turun ×2
PEP PepsiCo, Inc. - Common Stock	$4.427.445	2,27%	32.699	$-829.277	Turun ×6
DUK Duke Energy Corporation (Holding Company) Common Stock	$4.393.972	2,26%	34.713	$-2.246.388	Turun ×1
AXP American Express Company Common Stock	$4.353.278	2,23%	12.870	$216.864	Turun ×1
PG Procter & Gamble Company (The) Common Stock	$3.149.827	1,62%	21.480	$-522.921	Turun ×2
AEP American Electric Power Company, Inc. - Common Stock	$2.947.571	1,51%	21.545	$-2.445.716	Turun ×1
XLF SELECT SECTOR SPDR TRUST	$2.856.931	1,47%	53.291	$138.569	Turun ×2
XLY XLY	$2.579.339	1,32%	21.993	$168.374	Turun ×2
CAT Caterpillar, Inc. Common Stock	$2.513.164	1,29%	2.360	$862.452	Naik ×1
UNH UnitedHealth Group Incorporated Common Stock (DE)	$2.401.095	1,23%	5.777	$755.367	Turun ×3
COST Costco Wholesale Corporation - Common Stock	$2.293.772	1,18%	2.452	$-7.448.324	Turun ×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	Turun ×2
XLC SELECT SECTOR SPDR TRUST	$1.514.711	0,78%	14.139	$-91.540	Turun ×2
WM Waste Management, Inc. Common Stock	$1.306.077	0,67%	5.860	$-1.516.893	Turun ×1
SO Southern Company (The) Common Stock	$1.270.550	0,65%	13.275	$-49.361	Turun ×3
XLI SELECT SECTOR SPDR TRUST	$1.141.943	0,59%	6.165	$132.748	Turun ×2
SPY SPY	$1.052.199	0,54%	1.409	$133.919	Turun ×3
SYY Sysco Corporation Common Stock	$957.994	0,49%	11.462	$104.745	Turun ×6
XOM Exxon Mobil Corporation Common Stock	$898.934	0,46%	6.575	$-267.479	Turun ×5
GS Goldman Sachs Group, Inc. (The) Common Stock	$809.096	0,42%	800	$132.304
XLE SELECT SECTOR SPDR TRUST	$803.289	0,41%	15.125	$-145.016	Turun ×2
DE Deere & Company Common Stock	$634.330	0,33%	1.000	$71.030
XLU XLU	$599.349	0,31%	13.219	$-1.764	Naik ×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	Turun ×2
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B	$445.847	0,23%	891	$-148.840	Turun ×1
AMD Advanced Micro Devices, Inc. - Common Stock	$435.683	0,22%	750		Naik ×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	Naik ×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	Naik ×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		Naik ×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	Turun ×2
Tidak ada hasil

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas	Nilai	Saham	% dari portofolio
GOOG	$1.999.848	5.660	1,03%
AMD	$435.683	750	0,22%
CSCO	$252.539	2.150	0,13%
ASML	$248.680	125	0,13%
CMCSA	$245.500	10.000	0,13%

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
COST	Dipangkas	-7K	-$7.4M
JNJ	Dipangkas	-18K	-$4.0M
NEE	Dipangkas	-30K	-$3.2M
WMT	Dipangkas	-15K	-$2.7M
XLK	Dipangkas	-1K	+$2.6M
AEP	Dipangkas	-20K	-$2.4M
DUK	Dipangkas	-16K	-$2.2M
KO	Dipangkas	-27K	-$1.7M
WM	Dipangkas	-6K	-$1.5M
CAT	Beli lebih banyak	+30	+$862K

1 position hidden — reported move looks larger than the position itself (data completeness check)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

Sekuritas	Kuartal	Saham sebelumnya	Nilai sebelumnya	Harga sejak keluar
META	31 Maret 2026	2.745	$1.811.947	27,3%
CMCSA	30 Sep. 2025	47.800	$1.705.982	-31,3%
BA	31 Des. 2025	6.000	$1.294.980	-10,9%
BLK	30 Juni 2025	1.100	$1.041.128	1,0%
MCD	30 Juni 2026	2.435	$756.774	-14,2%
ASML	31 Maret 2026	625	$668.663	41,4%
VZ	31 Des. 2025	14.312	$629.012	12,7%
NEM	31 Maret 2026	5.350	$534.198	6,8%
TSLA	31 Des. 2025	820	$364.670	-17,6%
QCOM	30 Juni 2025	2.200	$337.942	16,1%
CB	30 Juni 2025	1.000	$301.990	14,2%
TMO	31 Maret 2026	423	$245.107	33,2%
VZ	30 Juni 2026	4.700	$235.940	8,5%
GOOG	31 Maret 2026	740	$232.212	18,6%
NFLX	30 Juni 2026	2.400	$230.760	-6,1%
ABBV	30 Juni 2025	1.000	$209.520	41,6%
BAC	31 Des. 2025	4.050	$208.940	-2,3%
LHX	30 Juni 2026	600	$207.090	-18,6%
MDT	30 Juni 2025	2.300	$206.678	-0,9%
DIS	31 Maret 2026	1.800	$204.786	6,0%