Constitution Capital LLC
CIK 1845531 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $194.8M
- Posisi
- 62
- Per tanggal
- 30 Juni 2026
#6.539 dari 9.443 berdasarkan nilai 13F · top 69.2%
Nilai portofolio QoQ: -2.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 56,64%
- Bobot 25 kepemilikan teratas
- 87,45%
- Posisi di atas 1%
- 27
- Jumlah posisi efektif
- 21,2
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: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 77,5% masih dipegang
- Posisi baru
- 5
- Meningkat
- 6
- Menurun
- 34
- Tertutup
- 4
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Tahunan: +9.1% · S&P 500: +18.0%
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: 99,3% · Opsi dikecualikan: 0,0%
Rincian sektor
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%
Lainnya/Tidak terpetakan
15,7%
Portofolio lengkap 62 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| 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 XLV | $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 XLK | $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 XLF | $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 XLC | $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 XLI | $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 XLE | $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 | ||
| BRKB | $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.
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 posisi disembunyikan (pemeriksaan kelengkapan data)
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 | -4,7% |
| CMCSA | 30 Sep. 2025 | 47.800 | $1.705.982 | -14,8% |
| BA | 31 Des. 2025 | 6.000 | $1.294.980 | 2,1% |
| BLK | 30 Juni 2025 | 1.100 | $1.041.128 | 11,2% |
| MCD | 30 Juni 2026 | 2.435 | $756.774 | 0,4% |
| ASML | 31 Maret 2026 | 625 | $668.663 | 34,0% |
| VZ | 31 Des. 2025 | 14.312 | $629.012 | 21,3% |
| UPS | 31 Maret 2025 | 4.344 | $547.778 | -5,6% |
| NEM | 31 Maret 2026 | 5.350 | $534.198 | 15,2% |
| PANW | 31 Maret 2025 | 2.200 | $400.312 | 110,4% |
| TSLA | 31 Des. 2025 | 820 | $364.670 | -24,8% |
| QCOM | 30 Juni 2025 | 2.200 | $337.942 | 1,6% |
| CB | 30 Juni 2025 | 1.000 | $301.990 | 20,1% |
| PRU | 31 Maret 2025 | 2.400 | $284.472 | 11,2% |
| BHVN | 31 Maret 2025 | 7.000 | $261.450 | -40,2% |
| TMO | 31 Maret 2026 | 423 | $245.107 | 25,2% |
| VZ | 30 Juni 2026 | 4.700 | $235.940 | 16,7% |
| GOOG | 31 Maret 2026 | 740 | $232.212 | 19,0% |
| NFLX | 30 Juni 2026 | 2.400 | $230.760 | 11,8% |
| ABBV | 30 Juni 2025 | 1.000 | $209.520 | 42,9% |
| BAC | 31 Des. 2025 | 4.050 | $208.940 | 16,5% |
| LHX | 30 Juni 2026 | 600 | $207.090 | -3,9% |
| MDT | 30 Juni 2025 | 2.300 | $206.678 | 7,6% |
| DIS | 31 Maret 2026 | 1.800 | $204.786 | 10,4% |