Constitution Capital
Latest statistics and disclosures from Constitution Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, JPM, HD, NVDA, WMT, and represent 48.15% of Constitution Capital's stock portfolio.
- Added to shares of these 10 stocks: MSFT, JNJ, NEE, BA, UNH, NVDA, GOOGL, V, VZ, MS.
- Started 6 new stock positions in BAC, VZ, TSLA, BA, BHVN, ABBV.
- Reduced shares in these 10 stocks: KO, , PEP, PG, NSC, GEV, META, AEP, WMT, JPM.
- Sold out of its position in CMCSA.
- Constitution Capital was a net buyer of stock by $6.2M.
- Constitution Capital has $214M in assets under management (AUM), dropping by 9.12%.
- Central Index Key (CIK): 0001845531
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Portfolio Holdings for Constitution Capital
Constitution Capital holds 61 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 29.3 | $63M | +7% | 121k | 517.95 |
|
| JPMorgan Chase & Co. (JPM) | 5.8 | $13M | -2% | 40k | 315.43 |
|
| Home Depot (HD) | 4.6 | $9.7M | +2% | 24k | 405.19 |
|
| NVIDIA Corporation (NVDA) | 4.2 | $9.0M | +11% | 48k | 186.58 |
|
| Wal-Mart Stores (WMT) | 4.2 | $9.0M | -3% | 87k | 103.06 |
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| Apple (AAPL) | 3.8 | $8.2M | 32k | 254.63 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 3.8 | $8.1M | -2% | 58k | 139.17 |
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| Nextera Energy (NEE) | 3.3 | $7.0M | +23% | 93k | 75.49 |
|
| Select Sector Spdr Tr Technology (XLK) | 3.0 | $6.4M | 23k | 281.86 |
|
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| Pepsi (PEP) | 2.5 | $5.5M | -11% | 39k | 140.44 |
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| Union Pacific Corporation (UNP) | 2.5 | $5.4M | 23k | 236.37 |
|
|
| Johnson & Johnson (JNJ) | 2.4 | $5.2M | +52% | 28k | 185.42 |
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| Duke Energy Corp Com New (DUK) | 2.1 | $4.6M | 37k | 123.75 |
|
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| American Express Company (AXP) | 2.0 | $4.2M | +2% | 13k | 332.16 |
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| Amazon (AMZN) | 2.0 | $4.2M | -5% | 19k | 219.57 |
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| Coca-Cola Company (KO) | 1.8 | $3.8M | -46% | 57k | 66.32 |
|
| Procter & Gamble Company (PG) | 1.8 | $3.8M | -12% | 25k | 153.65 |
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| Costco Wholesale Corporation (COST) | 1.6 | $3.5M | 3.8k | 925.63 |
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| UnitedHealth (UNH) | 1.6 | $3.4M | +46% | 9.8k | 345.30 |
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| Select Sector Spdr Tr Financial (XLF) | 1.4 | $3.1M | 57k | 53.87 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.3 | $2.8M | 12k | 239.64 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.5M | +36% | 10k | 243.10 |
|
| Meta Platforms Cl A (META) | 1.1 | $2.4M | -14% | 3.2k | 734.38 |
|
| Waste Management (WM) | 1.0 | $2.1M | 9.5k | 220.83 |
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| Southern Company (SO) | 0.9 | $1.9M | +20% | 21k | 94.77 |
|
| Visa Com Cl A (V) | 0.9 | $1.9M | +48% | 5.7k | 341.38 |
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| SYSCO Corporation (SYY) | 0.6 | $1.4M | -2% | 17k | 82.34 |
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| Boeing Company (BA) | 0.6 | $1.3M | NEW | 6.0k | 215.83 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $1.2M | +15% | 1.5k | 763.00 |
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| Caterpillar (CAT) | 0.5 | $1.1M | 2.2k | 477.15 |
|
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| American Electric Power Company (AEP) | 0.5 | $1.1M | -24% | 9.4k | 112.50 |
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| Ge Vernova (GEV) | 0.5 | $1.0M | -30% | 1.7k | 614.90 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.0M | -9% | 9.0k | 112.75 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $972k | +2% | 1.5k | 666.00 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.5 | $964k | -2% | 6.3k | 154.23 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.4 | $792k | +22% | 6.7k | 118.37 |
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| Morgan Stanley Com New (MS) | 0.3 | $725k | +185% | 4.6k | 158.96 |
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| Goldman Sachs (GS) | 0.3 | $717k | -2% | 900.00 | 796.35 |
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $711k | -22% | 8.0k | 89.34 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $631k | -7% | 1.3k | 502.74 |
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| Verizon Communications (VZ) | 0.3 | $629k | NEW | 14k | 43.95 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $540k | 6.2k | 87.21 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $532k | 6.8k | 78.37 |
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| Deere & Company (DE) | 0.2 | $457k | 1.0k | 457.26 |
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| Wells Fargo & Company (WFC) | 0.2 | $444k | 5.3k | 83.82 |
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| Merck & Co (MRK) | 0.2 | $424k | +27% | 5.1k | 83.93 |
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| Tko Group Holdings Cl A (TKO) | 0.2 | $384k | 1.9k | 201.96 |
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| Tesla Motors (TSLA) | 0.2 | $365k | NEW | 820.00 | 444.72 |
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| Abbvie (ABBV) | 0.2 | $347k | NEW | 1.5k | 231.54 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $330k | 550.00 | 600.37 |
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| Amgen (AMGN) | 0.2 | $329k | +52% | 1.2k | 282.20 |
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| Canadian Natl Ry (CNI) | 0.2 | $324k | 3.4k | 94.30 |
|
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| Norfolk Southern (NSC) | 0.1 | $300k | -60% | 1.0k | 300.41 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $300k | 600.00 | 499.21 |
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| Netflix (NFLX) | 0.1 | $288k | 240.00 | 1198.92 |
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| Chevron Corporation (CVX) | 0.1 | $265k | -39% | 1.7k | 155.29 |
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| Biohaven (BHVN) | 0.1 | $255k | NEW | 17k | 15.01 |
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| TJX Companies (TJX) | 0.1 | $252k | 1.7k | 144.54 |
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| Marriott Intl Cl A (MAR) | 0.1 | $247k | 950.00 | 260.44 |
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| Gabelli Dividend & Income Trust (GDV) | 0.1 | $225k | 8.3k | 27.13 |
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| Bank of America Corporation (BAC) | 0.1 | $209k | NEW | 4.1k | 51.59 |
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Past Filings by Constitution Capital
SEC 13F filings are viewable for Constitution Capital going back to 2020
- Constitution Capital 2025 Q3 filed Oct. 17, 2025
- Constitution Capital 2025 Q2 filed Aug. 13, 2025
- Constitution Capital 2025 Q1 filed April 11, 2025
- Constitution Capital 2024 Q4 filed Jan. 15, 2025
- Constitution Capital 2024 Q3 filed Oct. 11, 2024
- Constitution Capital 2024 Q2 filed July 12, 2024
- 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