Constitution Capital
Latest statistics and disclosures from Constitution Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, JPM, AAPL, HD, WMT, and represent 48.22% of Constitution Capital's stock portfolio.
- Added to shares of these 10 stocks: COST, XLF, WM, XLK, AXP, XLE, XOM, XLV, PANW, DUK.
- Started 4 new stock positions in MS, WM, PRU, PANW.
- Reduced shares in these 10 stocks: JPM (-$5.3M), BRK.B, KO, PEP, MSFT, NEE, , ELV, , BAC.
- Sold out of its positions in AMGN, ELV, BAC, PLD, VZ, VRTX, MDT.
- Constitution Capital was a net seller of stock by $-6.6M.
- Constitution Capital has $178M in assets under management (AUM), dropping by -4.83%.
- Central Index Key (CIK): 0001845531
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Portfolio Holdings for Constitution Capital
Constitution Capital holds 56 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 28.3 | $50M | -2% | 120k | 421.50 |
|
| JPMorgan Chase & Co. (JPM) | 5.1 | $9.1M | -36% | 38k | 239.71 |
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| Apple (AAPL) | 5.0 | $9.0M | 36k | 250.42 |
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| Home Depot (HD) | 5.0 | $8.9M | 23k | 388.99 |
|
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| Wal-Mart Stores (WMT) | 4.8 | $8.5M | 94k | 90.35 |
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| Pepsi (PEP) | 4.6 | $8.2M | -17% | 54k | 152.06 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 4.4 | $7.8M | +5% | 57k | 137.57 |
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| Nextera Energy (NEE) | 3.1 | $5.5M | -16% | 77k | 71.69 |
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| NVIDIA Corporation (NVDA) | 3.0 | $5.4M | +5% | 40k | 134.29 |
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| Select Sector Spdr Tr Technology (XLK) | 2.9 | $5.3M | +13% | 23k | 232.52 |
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| Union Pacific Corporation (UNP) | 2.8 | $5.0M | +3% | 22k | 228.04 |
|
| Procter & Gamble Company (PG) | 2.5 | $4.5M | 27k | 167.65 |
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| UnitedHealth (UNH) | 2.5 | $4.4M | 8.7k | 505.86 |
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| American Express Company (AXP) | 2.1 | $3.7M | +19% | 12k | 296.79 |
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| Amazon (AMZN) | 2.0 | $3.5M | +10% | 16k | 219.39 |
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| Duke Energy Corp Com New (DUK) | 1.9 | $3.4M | +12% | 31k | 107.74 |
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| Coca-Cola Company (KO) | 1.8 | $3.2M | -38% | 52k | 62.26 |
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| Costco Wholesale Corporation (COST) | 1.6 | $2.9M | +462% | 3.2k | 916.27 |
|
| Select Sector Spdr Tr Financial (XLF) | 1.5 | $2.7M | +188% | 55k | 48.33 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.5 | $2.7M | +4% | 12k | 224.35 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $2.0M | -57% | 4.4k | 453.28 |
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| Johnson & Johnson (JNJ) | 1.1 | $2.0M | +9% | 14k | 144.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.4M | -9% | 7.5k | 189.30 |
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| Waste Management (WM) | 0.8 | $1.4M | NEW | 6.9k | 201.79 |
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| SYSCO Corporation (SYY) | 0.8 | $1.4M | -5% | 18k | 76.46 |
|
| Visa Com Cl A (V) | 0.6 | $1.1M | +2% | 3.5k | 316.04 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.0M | 1.3k | 772.00 |
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| Meta Platforms Cl A (META) | 0.6 | $998k | -2% | 1.7k | 585.51 |
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| Select Sector Spdr Tr Energy (XLE) | 0.5 | $926k | +148% | 11k | 85.66 |
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| Southern Company (SO) | 0.5 | $924k | +13% | 11k | 82.32 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $915k | +95% | 8.5k | 107.57 |
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| Caterpillar (CAT) | 0.5 | $841k | +14% | 2.3k | 362.76 |
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| Select Sector Spdr Tr Indl (XLI) | 0.5 | $808k | +3% | 6.1k | 131.76 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $729k | 1.2k | 586.08 |
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| United Parcel Service CL B (UPS) | 0.3 | $548k | 4.3k | 126.10 |
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| Deere & Company (DE) | 0.3 | $508k | -2% | 1.2k | 423.70 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $491k | +7% | 6.2k | 78.61 |
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| Goldman Sachs (GS) | 0.3 | $487k | +41% | 850.00 | 572.62 |
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| Merck & Co (MRK) | 0.3 | $473k | -4% | 4.8k | 99.48 |
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| Select Sector Spdr Tr Communication (XLC) | 0.3 | $453k | +11% | 4.7k | 96.81 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $439k | +12% | 5.8k | 75.69 |
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| Palo Alto Networks (PANW) | 0.2 | $400k | NEW | 2.2k | 181.96 |
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| Wells Fargo & Company (WFC) | 0.2 | $372k | 5.3k | 70.24 |
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| Canadian Natl Ry (CNI) | 0.2 | $348k | -2% | 3.4k | 101.51 |
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| Marriott Intl Cl A (MAR) | 0.2 | $307k | -15% | 1.1k | 278.94 |
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| American Electric Power Company (AEP) | 0.2 | $296k | +10% | 3.2k | 92.23 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $292k | +20% | 600.00 | 485.94 |
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| Morgan Stanley Com New (MS) | 0.2 | $289k | NEW | 2.3k | 125.72 |
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| Prudential Financial (PRU) | 0.2 | $285k | NEW | 2.4k | 118.53 |
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| Chevron Corporation (CVX) | 0.2 | $274k | +11% | 1.9k | 144.84 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $273k | +5% | 534.00 | 511.23 |
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| Tko Group Holdings Cl A (TKO) | 0.2 | $270k | 1.9k | 142.11 |
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| Biohaven (BHVN) | 0.1 | $262k | 7.0k | 37.35 |
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| Norfolk Southern (NSC) | 0.1 | $235k | 1.0k | 234.70 |
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| TJX Companies (TJX) | 0.1 | $224k | -5% | 1.9k | 120.81 |
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| Gabelli Dividend & Income Trust (GDV) | 0.1 | $200k | 8.3k | 24.15 |
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Past Filings by Constitution Capital
SEC 13F filings are viewable for Constitution Capital going back to 2020
- 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
- Constitution Capital 2021 Q3 filed Nov. 15, 2021
- Constitution Capital 2021 Q2 filed Aug. 12, 2021
- Constitution Capital 2021 Q1 filed May 4, 2021