Constitution Capital
Latest statistics and disclosures from Constitution Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, JPM, WMT, NVDA, XLV, and represent 41.46% of Constitution Capital's stock portfolio.
- Added to shares of these 10 stocks: KO, XLK, GOOGL, AMZN, XLY, XLC, PG, ASML, T, COST.
- Started 7 new stock positions in T, DIS, GOOG, NEM, TSM, TMO, ASML.
- Reduced shares in these 10 stocks: MSFT (-$12M), BA, UNH, WM, VZ, HD, JNJ, UNP, , LLY.
- Sold out of its positions in BAC, BA, TSLA, VZ.
- Constitution Capital was a net buyer of stock by $3.6M.
- Constitution Capital has $212M in assets under management (AUM), dropping by -1.12%.
- Central Index Key (CIK): 0001845531
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Portfolio Holdings for Constitution Capital
Constitution Capital holds 64 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 22.0 | $47M | -20% | 96k | 483.62 |
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| JPMorgan Chase & Co. (JPM) | 6.1 | $13M | 40k | 322.22 |
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| Wal-Mart Stores (WMT) | 4.6 | $9.8M | 88k | 111.41 |
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| NVIDIA Corporation (NVDA) | 4.5 | $9.5M | +5% | 51k | 186.50 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 4.3 | $9.0M | 58k | 154.80 |
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| Apple (AAPL) | 4.1 | $8.7M | 32k | 271.86 |
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| Coca-Cola Company (KO) | 3.8 | $8.0M | +99% | 115k | 69.91 |
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| Home Depot (HD) | 3.6 | $7.7M | -7% | 22k | 344.10 |
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| Nextera Energy (NEE) | 3.5 | $7.4M | 92k | 80.28 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 3.4 | $7.2M | +117% | 50k | 143.97 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $6.4M | +102% | 21k | 313.00 |
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| Amazon (AMZN) | 2.9 | $6.1M | +39% | 27k | 230.82 |
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| Pepsi (PEP) | 2.6 | $5.5M | -2% | 38k | 143.52 |
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| Johnson & Johnson (JNJ) | 2.6 | $5.4M | -6% | 26k | 206.95 |
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| American Express Company (AXP) | 2.3 | $4.9M | +5% | 13k | 369.95 |
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| Union Pacific Corporation (UNP) | 2.3 | $4.9M | -6% | 21k | 231.32 |
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| Procter & Gamble Company (PG) | 2.1 | $4.5M | +27% | 31k | 143.31 |
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| Duke Energy Corp Com New (DUK) | 2.1 | $4.4M | 37k | 117.21 |
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| Costco Wholesale Corporation (COST) | 1.8 | $3.8M | +17% | 4.4k | 862.34 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 1.5 | $3.1M | 57k | 54.77 |
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| Select Sector Spdr Tr State Street Con (XLY) | 1.3 | $2.8M | +101% | 23k | 119.41 |
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| UnitedHealth (UNH) | 1.1 | $2.2M | -31% | 6.7k | 330.11 |
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| Visa Com Cl A (V) | 1.0 | $2.1M | +7% | 6.1k | 350.71 |
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| Meta Platforms Cl A (META) | 0.9 | $1.8M | -14% | 2.7k | 660.09 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.9 | $1.8M | +129% | 15k | 117.72 |
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| Southern Company (SO) | 0.8 | $1.7M | -7% | 19k | 87.20 |
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| American Electric Power Company (AEP) | 0.8 | $1.6M | +49% | 14k | 115.31 |
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| Caterpillar (CAT) | 0.6 | $1.3M | +4% | 2.3k | 572.87 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.3M | -19% | 1.2k | 1074.68 |
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| Waste Management (WM) | 0.5 | $1.2M | -44% | 5.3k | 219.71 |
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| Goldman Sachs (GS) | 0.5 | $1.1M | +44% | 1.3k | 879.00 |
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| Ge Vernova (GEV) | 0.5 | $1.1M | 1.7k | 653.57 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.5 | $1.1M | +11% | 7.0k | 155.12 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.1M | 8.9k | 120.34 |
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| SYSCO Corporation (SYY) | 0.5 | $1.0M | -18% | 14k | 73.69 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $984k | 1.4k | 681.73 |
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| Merck & Co (MRK) | 0.4 | $882k | +65% | 8.4k | 105.26 |
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| Morgan Stanley Com New (MS) | 0.4 | $795k | 4.5k | 177.53 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $719k | +102% | 16k | 44.71 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $669k | NEW | 625.00 | 1069.86 |
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| At&t (T) | 0.3 | $646k | NEW | 26k | 24.84 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $624k | 1.2k | 502.65 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.3 | $575k | +117% | 14k | 42.69 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.3 | $550k | +4% | 7.1k | 77.68 |
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| Newmont Mining Corporation (NEM) | 0.3 | $534k | NEW | 5.4k | 99.85 |
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| Chevron Corporation (CVX) | 0.2 | $480k | +84% | 3.2k | 152.41 |
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| Deere & Company (DE) | 0.2 | $466k | 1.0k | 465.57 |
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| Tko Group Holdings Cl A (TKO) | 0.2 | $376k | -5% | 1.8k | 209.00 |
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| Abbvie (ABBV) | 0.2 | $343k | 1.5k | 228.49 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $339k | 551.00 | 614.31 |
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| TJX Companies (TJX) | 0.2 | $336k | +25% | 2.2k | 153.61 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $290k | 600.00 | 483.67 |
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| Canadian Natl Ry (CNI) | 0.1 | $290k | -14% | 2.9k | 98.85 |
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| Norfolk Southern (NSC) | 0.1 | $289k | 1.0k | 288.72 |
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| Wells Fargo & Company (WFC) | 0.1 | $280k | -43% | 3.0k | 93.20 |
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| Marriott Intl Cl A (MAR) | 0.1 | $264k | -10% | 850.00 | 310.24 |
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| Amgen (AMGN) | 0.1 | $250k | -34% | 765.00 | 327.31 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $245k | NEW | 423.00 | 579.45 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $232k | NEW | 740.00 | 313.80 |
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| Gabelli Dividend & Income Trust (GDV) | 0.1 | $231k | 8.3k | 27.77 |
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| Netflix (NFLX) | 0.1 | $225k | +900% | 2.4k | 93.76 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $213k | NEW | 700.00 | 303.89 |
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| Walt Disney Company (DIS) | 0.1 | $205k | NEW | 1.8k | 113.77 |
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| Biohaven (BHVN) | 0.1 | $192k | 17k | 11.29 |
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Past Filings by Constitution Capital
SEC 13F filings are viewable for Constitution Capital going back to 2020
- Constitution Capital 2025 Q4 filed Jan. 9, 2026
- 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