Constitution Capital
Latest statistics and disclosures from Constitution Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, JPM, KO, NVDA, AAPL, and represent 39.63% of Constitution Capital's stock portfolio.
- Added to shares of these 10 stocks: KO (+$6.5M), JPM, UNP, NVDA, NEE, Exxon Mobil Corp, JNJ, BRK.B, CAT, AXP.
- Started 2 new stock positions in VRTX, Exxon Mobil Corp.
- Reduced shares in these 10 stocks: LLY, , AEP, PEP, WM, PG, WMT, , XLC, MSFT.
- Sold out of its positions in CMCSA, XOM.
- Constitution Capital was a net buyer of stock by $13M.
- Constitution Capital has $215M in assets under management (AUM), dropping by 10.29%.
- Central Index Key (CIK): 0001845531
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Portfolio Holdings for Constitution Capital
Constitution Capital holds 62 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 16.7 | $36M | 70k | 512.90 |
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| JPMorgan Chase & Co. (JPM) | 6.8 | $15M | +16% | 44k | 330.83 |
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| Coca-Cola Company (KO) | 5.7 | $12M | +114% | 142k | 86.08 |
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| NVIDIA Corporation (NVDA) | 5.4 | $12M | +16% | 51k | 228.38 |
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| Apple (AAPL) | 5.0 | $11M | +2% | 32k | 333.02 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 4.8 | $10M | +2% | 61k | 168.42 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 4.5 | $9.7M | +4% | 50k | 195.75 |
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| Johnson & Johnson (JNJ) | 4.4 | $9.4M | +11% | 35k | 264.74 |
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| Eli Lilly & Co. (LLY) | 4.1 | $8.7M | -15% | 7.5k | 1157.08 |
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| Wal-Mart Stores (WMT) | 3.8 | $8.1M | -3% | 78k | 103.92 |
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| Nextera Energy (NEE) | 3.6 | $7.7M | +17% | 101k | 75.74 |
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| Union Pacific Corporation (UNP) | 3.5 | $7.5M | +31% | 28k | 272.13 |
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| Home Depot (HD) | 2.7 | $5.8M | 21k | 284.49 |
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| Amazon (AMZN) | 2.3 | $4.9M | 20k | 249.15 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $4.7M | 14k | 344.08 |
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| American Express Company (AXP) | 2.1 | $4.5M | +14% | 15k | 304.10 |
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| Duke Energy Corp Com New (DUK) | 1.9 | $4.0M | +2% | 36k | 114.01 |
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| Pepsi (PEP) | 1.7 | $3.7M | -11% | 29k | 126.72 |
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| Procter & Gamble Company (PG) | 1.3 | $2.8M | -10% | 19k | 145.28 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 1.3 | $2.8M | -2% | 52k | 53.40 |
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| Caterpillar (CAT) | 1.2 | $2.6M | +34% | 3.2k | 810.79 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 1.1 | $2.4M | 22k | 108.84 |
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| Costco Wholesale Corporation (COST) | 1.0 | $2.2M | 2.4k | 910.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $2.1M | +8% | 6.2k | 340.74 |
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| UnitedHealth (UNH) | 1.0 | $2.1M | 5.7k | 367.08 |
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| American Electric Power Company (AEP) | 0.8 | $1.8M | -30% | 15k | 118.64 |
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| Visa Com Cl A (V) | 0.8 | $1.7M | +4% | 4.8k | 359.33 |
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| Ge Vernova (GEV) | 0.8 | $1.6M | 1.7k | 950.49 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.7 | $1.4M | -8% | 13k | 110.97 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.3M | +193% | 2.6k | 497.95 |
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| Exxonmobil Holdings Corp Com Shs | 0.5 | $1.1M | NEW | 6.7k | 162.75 |
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| Southern Company (SO) | 0.5 | $1.1M | 13k | 82.89 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $1.1M | 1.4k | 762.63 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.5 | $1.1M | +2% | 6.3k | 166.98 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.4 | $918k | 15k | 61.50 |
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| SYSCO Corporation (SYY) | 0.4 | $862k | -3% | 11k | 77.96 |
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| Waste Management (WM) | 0.4 | $828k | -30% | 4.1k | 203.92 |
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| Goldman Sachs (GS) | 0.3 | $720k | 800.00 | 900.36 |
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| Deere & Company (DE) | 0.3 | $672k | 1.0k | 671.55 |
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| Merck & Co (MRK) | 0.3 | $622k | 4.3k | 145.31 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.3 | $538k | +3% | 14k | 39.44 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.2 | $523k | +4% | 6.5k | 80.60 |
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| At&t (T) | 0.2 | $490k | -19% | 20k | 24.40 |
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| Advanced Micro Devices (AMD) | 0.2 | $459k | 750.00 | 611.76 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $408k | 551.00 | 739.77 |
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| Biohaven (BHVN) | 0.2 | $361k | 27k | 13.35 |
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| Canadian Natl Ry (CNI) | 0.2 | $349k | 2.9k | 118.90 |
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| Chevron Corporation (CVX) | 0.2 | $347k | 1.7k | 204.21 |
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| Tko Group Holdings Cl A (TKO) | 0.2 | $324k | 1.8k | 179.72 |
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| Amgen (AMGN) | 0.2 | $323k | 765.00 | 421.51 |
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| Norfolk Southern (NSC) | 0.1 | $309k | 1.0k | 309.00 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $306k | 600.00 | 509.25 |
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| Marriott Intl Cl A (MAR) | 0.1 | $302k | 850.00 | 355.67 |
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| Morgan Stanley Com New (MS) | 0.1 | $282k | 1.5k | 188.08 |
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| TJX Companies (TJX) | 0.1 | $249k | -5% | 1.9k | 132.31 |
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| Wells Fargo & Company (WFC) | 0.1 | $240k | 3.0k | 80.05 |
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| Gabelli Dividend & Income Trust (GDV) | 0.1 | $235k | 8.3k | 28.29 |
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| Cisco Systems (CSCO) | 0.1 | $231k | 2.2k | 107.63 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $228k | -28% | 500.00 | 456.19 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $227k | 125.00 | 1811.67 |
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| Abbvie (ABBV) | 0.1 | $209k | 800.00 | 261.59 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $209k | NEW | 400.00 | 522.81 |
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Past Filings by Constitution Capital
SEC 13F filings are viewable for Constitution Capital going back to 2020
- Constitution Capital 2026 Q3 filed Oct. 23, 2026
- Constitution Capital 2026 Q2 filed July 9, 2026
- Constitution Capital 2026 Q1 filed April 9, 2026
- 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