Constitution Capital
Latest statistics and disclosures from Constitution Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, JPM, LLY, XLV, WMT, and represent 34.85% of Constitution Capital's stock portfolio.
- Added to shares of these 10 stocks: LLY (+$9.2M), GOOG, AMD, CSCO, ASML, MSFT, CMCSA, BHVN, CAT, TJX.
- Started 5 new stock positions in ASML, CMCSA, AMD, CSCO, GOOG.
- Reduced shares in these 10 stocks: COST (-$6.9M), JNJ, AEP, NEE, KO, DUK, WMT, WM, JPM, MCD.
- Sold out of its positions in LHX, MCD, NFLX, VZ.
- Constitution Capital was a net seller of stock by $-18M.
- Constitution Capital has $195M in assets under management (AUM), dropping by -2.64%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 13.5 | $26M | 70k | 373.02 |
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| JPMorgan Chase & Co. (JPM) | 6.4 | $13M | -5% | 38k | 327.33 |
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| Eli Lilly & Co. (LLY) | 5.5 | $11M | +626% | 8.9k | 1199.43 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 4.8 | $9.4M | 59k | 158.66 |
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| Wal-Mart Stores (WMT) | 4.7 | $9.1M | -15% | 80k | 113.26 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 4.7 | $9.1M | -2% | 48k | 190.52 |
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| Apple (AAPL) | 4.6 | $9.0M | -4% | 31k | 289.36 |
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| NVIDIA Corporation (NVDA) | 4.5 | $8.7M | -6% | 44k | 200.09 |
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| Johnson & Johnson (JNJ) | 4.1 | $8.1M | -35% | 32k | 253.97 |
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| Nextera Energy (NEE) | 3.9 | $7.5M | -25% | 86k | 87.77 |
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| Home Depot (HD) | 3.8 | $7.4M | -3% | 21k | 352.68 |
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| Union Pacific Corporation (UNP) | 2.9 | $5.7M | 21k | 272.00 |
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| Coca-Cola Company (KO) | 2.8 | $5.4M | -28% | 66k | 81.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $4.9M | -13% | 14k | 357.37 |
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| Amazon (AMZN) | 2.5 | $4.8M | -7% | 20k | 238.34 |
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| Pepsi (PEP) | 2.3 | $4.4M | -3% | 33k | 135.40 |
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| Duke Energy Corp Com New (DUK) | 2.3 | $4.4M | -31% | 35k | 126.58 |
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| American Express Company (AXP) | 2.2 | $4.4M | -5% | 13k | 338.25 |
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| Procter & Gamble Company (PG) | 1.6 | $3.1M | -15% | 22k | 146.64 |
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| American Electric Power Company (AEP) | 1.5 | $2.9M | -47% | 22k | 136.81 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 1.5 | $2.9M | -3% | 53k | 53.61 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 1.3 | $2.6M | 22k | 117.28 |
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| Caterpillar (CAT) | 1.3 | $2.5M | 2.4k | 1064.90 |
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| UnitedHealth (UNH) | 1.2 | $2.4M | -5% | 5.8k | 415.63 |
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| Costco Wholesale Corporation (COST) | 1.2 | $2.3M | -74% | 2.5k | 935.47 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $2.0M | NEW | 5.7k | 353.33 |
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| Ge Vernova (GEV) | 1.0 | $2.0M | 1.7k | 1174.86 |
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| Visa Com Cl A (V) | 0.8 | $1.6M | 4.6k | 343.09 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.8 | $1.5M | -2% | 14k | 107.13 |
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| Waste Management (WM) | 0.7 | $1.3M | -52% | 5.9k | 222.88 |
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| Southern Company (SO) | 0.7 | $1.3M | -2% | 13k | 95.71 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.6 | $1.1M | 6.2k | 185.23 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $1.1M | 1.4k | 746.77 |
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| SYSCO Corporation (SYY) | 0.5 | $958k | -4% | 12k | 83.58 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $899k | -4% | 6.6k | 136.72 |
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| Goldman Sachs (GS) | 0.4 | $809k | 800.00 | 1011.37 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.4 | $803k | -2% | 15k | 53.11 |
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| Deere & Company (DE) | 0.3 | $634k | 1.0k | 634.33 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.3 | $599k | 13k | 45.34 |
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| Merck & Co (MRK) | 0.3 | $550k | 4.3k | 128.50 |
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| At&t (T) | 0.3 | $515k | 25k | 20.70 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.3 | $514k | -2% | 6.2k | 83.07 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $446k | -28% | 891.00 | 500.39 |
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| Advanced Micro Devices (AMD) | 0.2 | $436k | NEW | 750.00 | 580.91 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $406k | 551.00 | 736.40 |
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| Biohaven (BHVN) | 0.2 | $402k | +58% | 27k | 14.88 |
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| Tko Group Holdings Cl A (TKO) | 0.2 | $362k | 1.8k | 201.31 |
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| Canadian Natl Ry (CNI) | 0.2 | $350k | 2.9k | 119.24 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $334k | 700.00 | 477.57 |
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| Marriott Intl Cl A (MAR) | 0.2 | $315k | 850.00 | 370.59 |
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| Norfolk Southern (NSC) | 0.2 | $315k | 1.0k | 314.59 |
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| Morgan Stanley Com New (MS) | 0.2 | $314k | 1.5k | 209.04 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $306k | 600.00 | 509.46 |
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| TJX Companies (TJX) | 0.2 | $301k | +2% | 2.0k | 151.50 |
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| Chevron Corporation (CVX) | 0.1 | $282k | 1.7k | 165.76 |
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| Amgen (AMGN) | 0.1 | $277k | 765.00 | 362.12 |
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| Cisco Systems (CSCO) | 0.1 | $253k | NEW | 2.2k | 117.46 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $249k | NEW | 125.00 | 1989.44 |
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| Wells Fargo & Company (WFC) | 0.1 | $248k | 3.0k | 82.64 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $246k | NEW | 10k | 24.55 |
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| Gabelli Dividend & Income Trust (GDV) | 0.1 | $244k | 8.3k | 29.40 |
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| Abbvie (ABBV) | 0.1 | $201k | -20% | 800.00 | 251.64 |
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Past Filings by Constitution Capital
SEC 13F filings are viewable for Constitution Capital going back to 2020
- 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
- Constitution Capital 2022 Q3 filed Nov. 14, 2022