Constitution Capital
Latest statistics and disclosures from Constitution Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, PEP, JPM, HD, XLV, and represent 55.46% of Constitution Capital's stock portfolio.
- Added to shares of these 10 stocks: WMT, LLY, MSFT, KO, NVDA, XOM, XLK, META, PG, VRTX.
- Started 5 new stock positions in AMGN, META, LMT, VRTX, BRK.B.
- Reduced shares in these 10 stocks: AAPL (-$6.4M), V, TJX, GOOGL, PEP, , DE, HON, BA, SPG.
- Sold out of its positions in ABBV, MUI, BA, HON, NRK, JPC, NUV, SPG.
- Constitution Capital was a net buyer of stock by $2.5M.
- Constitution Capital has $177M in assets under management (AUM), dropping by 6.85%.
- Central Index Key (CIK): 0001845531
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Portfolio Holdings for Constitution Capital
Constitution Capital holds 60 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 29.7 | $53M | +3% | 125k | 420.72 |
|
| Pepsi (PEP) | 9.3 | $17M | -3% | 94k | 175.01 |
|
| JPMorgan Chase & Co. (JPM) | 6.6 | $12M | 58k | 200.30 |
|
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| Home Depot (HD) | 5.4 | $9.6M | +2% | 25k | 383.60 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 4.5 | $7.9M | +2% | 54k | 147.73 |
|
| Apple (AAPL) | 3.6 | $6.4M | -49% | 37k | 171.48 |
|
| Wal-Mart Stores (WMT) | 3.1 | $5.5M | +205% | 92k | 60.17 |
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| Union Pacific Corporation (UNP) | 3.0 | $5.3M | 21k | 245.93 |
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| Nextera Energy (NEE) | 2.9 | $5.2M | +3% | 81k | 63.91 |
|
| Procter & Gamble Company (PG) | 2.6 | $4.7M | +12% | 29k | 162.25 |
|
| UnitedHealth (UNH) | 2.5 | $4.3M | -4% | 8.8k | 494.70 |
|
| Select Sector Spdr Tr Technology (XLK) | 2.2 | $3.9M | +18% | 19k | 208.27 |
|
| NVIDIA Corporation (NVDA) | 1.8 | $3.2M | +34% | 3.5k | 903.56 |
|
| Duke Energy Corp Com New (DUK) | 1.6 | $2.8M | +9% | 29k | 96.71 |
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| Eli Lilly & Co. (LLY) | 1.5 | $2.6M | +653% | 3.4k | 777.96 |
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| Johnson & Johnson (JNJ) | 1.4 | $2.5M | 16k | 158.19 |
|
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| Coca-Cola Company (KO) | 1.3 | $2.4M | +61% | 38k | 61.18 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.3 | $2.4M | 13k | 183.88 |
|
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| American Express Company (AXP) | 1.2 | $2.2M | 9.5k | 227.69 |
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| SYSCO Corporation (SYY) | 1.1 | $2.0M | 25k | 81.18 |
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| Prologis (PLD) | 1.0 | $1.8M | +8% | 14k | 130.22 |
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| Amazon (AMZN) | 1.0 | $1.8M | +19% | 9.9k | 180.38 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $1.1M | +187% | 9.5k | 116.24 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.1M | -38% | 7.2k | 150.93 |
|
| Visa Com Cl A (V) | 0.6 | $1.1M | -50% | 3.8k | 279.08 |
|
| McDonald's Corporation (MCD) | 0.5 | $964k | +7% | 3.4k | 281.95 |
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| Costco Wholesale Corporation (COST) | 0.5 | $938k | -11% | 1.3k | 732.63 |
|
| United Parcel Service CL B (UPS) | 0.5 | $931k | -3% | 6.3k | 148.63 |
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| American Electric Power Company (AEP) | 0.4 | $766k | -14% | 8.9k | 86.10 |
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| Select Sector Spdr Tr Financial (XLF) | 0.4 | $745k | +3% | 18k | 42.12 |
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| Caterpillar (CAT) | 0.4 | $733k | +5% | 2.0k | 366.43 |
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| Deere & Company (DE) | 0.4 | $729k | -26% | 1.8k | 410.74 |
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| Select Sector Spdr Tr Indl (XLI) | 0.4 | $721k | 5.7k | 125.96 |
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| Anthem (ELV) | 0.4 | $674k | 1.3k | 518.54 |
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| Merck & Co (MRK) | 0.4 | $640k | +34% | 4.9k | 131.95 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $630k | +5% | 1.2k | 523.07 |
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| Southern Company (SO) | 0.3 | $588k | +20% | 8.2k | 71.74 |
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| Meta Platforms Cl A (META) | 0.3 | $578k | NEW | 1.2k | 485.58 |
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| Canadian Natl Ry (CNI) | 0.3 | $465k | -9% | 3.5k | 131.71 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $451k | -2% | 10k | 43.35 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $439k | NEW | 1.1k | 418.01 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $426k | +3% | 5.6k | 76.36 |
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| Chevron Corporation (CVX) | 0.2 | $391k | +31% | 2.5k | 157.74 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $385k | 800.00 | 481.57 |
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| Biohaven (BHVN) | 0.2 | $383k | 7.0k | 54.69 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $354k | +15% | 3.8k | 94.41 |
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| Verizon Communications (VZ) | 0.2 | $327k | -9% | 7.8k | 41.96 |
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| Marriott Intl Cl A (MAR) | 0.2 | $327k | 1.3k | 252.31 |
|
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| Bank of America Corporation (BAC) | 0.2 | $326k | -5% | 8.6k | 37.92 |
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| Medtronic SHS (MDT) | 0.2 | $314k | -5% | 3.6k | 87.15 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $311k | +4% | 4.7k | 65.65 |
|
| Wells Fargo & Company (WFC) | 0.2 | $307k | 5.3k | 57.96 |
|
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| Norfolk Southern (NSC) | 0.1 | $255k | 1.0k | 254.87 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $255k | +3% | 3.1k | 81.66 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $252k | NEW | 598.00 | 420.52 |
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| Goldman Sachs (GS) | 0.1 | $251k | -40% | 600.00 | 417.69 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $227k | NEW | 500.00 | 454.87 |
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| TJX Companies (TJX) | 0.1 | $222k | -82% | 2.2k | 101.42 |
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| Amgen (AMGN) | 0.1 | $218k | NEW | 765.00 | 284.32 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $201k | -8% | 453.00 | 444.01 |
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Past Filings by Constitution Capital
SEC 13F filings are viewable for Constitution Capital going back to 2020
- Constitution Capital 2024 Q1 filed April 15, 2024
- Constitution Capital 2023 Q4 filed Jan. 12, 2024
- Constitution Capital 2023 Q3 filed Oct. 11, 2023
- Constitution Capital 2023 Q2 filed July 12, 2023
- Constitution Capital 2023 Q1 filed May 10, 2023
- Constitution Capital 2022 Q4 filed Feb. 9, 2023
- Constitution Capital 2022 Q3 filed Nov. 14, 2022
- Constitution Capital 2022 Q2 filed Aug. 12, 2022
- Constitution Capital 2022 Q1 filed May 16, 2022
- Constitution Capital 2021 Q4 filed Feb. 8, 2022
- Constitution Capital 2021 Q3 filed Nov. 15, 2021
- Constitution Capital 2021 Q2 filed Aug. 12, 2021
- Constitution Capital 2021 Q1 filed May 4, 2021
- Constitution Capital 2020 Q4 filed Feb. 16, 2021