Constitution Capital
Latest statistics and disclosures from Constitution Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, JNJ, JPM, WMT, NEE, and represent 36.13% of Constitution Capital's stock portfolio.
- Added to shares of these 10 stocks: JNJ (+$5.7M), COST (+$5.3M), AEP, NEE, DUK, WM, WMT, MCD, XLV, VZ.
- Started 3 new stock positions in MCD, VZ, LHX.
- Reduced shares in these 10 stocks: MSFT (-$9.8M), , KO, GOOGL, AMZN, PG, NVDA, , PEP, NEM.
- Sold out of its positions in GOOG, DIS, META, NEM, TMO, ASML.
- Constitution Capital was a net seller of stock by $-1.3M.
- Constitution Capital has $200M in assets under management (AUM), dropping by -5.38%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.9 | $26M | -27% | 70k | 370.17 |
|
| Johnson & Johnson (JNJ) | 6.0 | $12M | +89% | 50k | 244.44 |
|
| JPMorgan Chase & Co. (JPM) | 5.9 | $12M | 40k | 294.16 |
|
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| Wal-Mart Stores (WMT) | 5.9 | $12M | +8% | 95k | 124.28 |
|
| Nextera Energy (NEE) | 5.4 | $11M | +25% | 116k | 92.88 |
|
| Costco Wholesale Corporation (COST) | 4.9 | $9.7M | +119% | 9.8k | 996.43 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 4.4 | $8.8M | +3% | 60k | 146.61 |
|
| Apple (AAPL) | 4.1 | $8.2M | 33k | 253.79 |
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| NVIDIA Corporation (NVDA) | 4.1 | $8.2M | -8% | 47k | 174.40 |
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| Home Depot (HD) | 3.6 | $7.1M | -2% | 22k | 328.89 |
|
| Coca-Cola Company (KO) | 3.5 | $7.1M | -19% | 93k | 76.05 |
|
| Duke Energy Corp Com New (DUK) | 3.3 | $6.6M | +35% | 51k | 130.94 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 3.2 | $6.5M | -2% | 49k | 132.90 |
|
| American Electric Power Company (AEP) | 2.7 | $5.4M | +194% | 41k | 131.08 |
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| Pepsi (PEP) | 2.6 | $5.3M | -10% | 34k | 155.29 |
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| Union Pacific Corporation (UNP) | 2.6 | $5.1M | 21k | 242.62 |
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| Amazon (AMZN) | 2.3 | $4.6M | -17% | 22k | 208.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $4.5M | -23% | 16k | 287.56 |
|
| American Express Company (AXP) | 2.1 | $4.1M | +3% | 14k | 302.48 |
|
| Procter & Gamble Company (PG) | 1.8 | $3.7M | -19% | 25k | 144.44 |
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| Waste Management (WM) | 1.4 | $2.8M | +134% | 12k | 229.79 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 1.4 | $2.7M | -3% | 55k | 49.37 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 1.2 | $2.4M | -4% | 22k | 108.98 |
|
| Caterpillar (CAT) | 0.8 | $1.7M | 2.3k | 708.46 |
|
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| UnitedHealth (UNH) | 0.8 | $1.6M | -9% | 6.1k | 270.59 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.8 | $1.6M | -5% | 15k | 110.86 |
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| Ge Vernova (GEV) | 0.7 | $1.5M | 1.7k | 872.90 |
|
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| Visa Com Cl A (V) | 0.7 | $1.4M | -23% | 4.7k | 302.24 |
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| Southern Company (SO) | 0.7 | $1.3M | -28% | 14k | 96.52 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $1.2M | -22% | 6.9k | 169.66 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.1M | 1.2k | 919.77 |
|
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.5 | $1.0M | -10% | 6.2k | 161.73 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.5 | $948k | -3% | 16k | 61.26 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $918k | -2% | 1.4k | 650.34 |
|
| SYSCO Corporation (SYY) | 0.4 | $853k | -11% | 12k | 71.33 |
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| McDonald's Corporation (MCD) | 0.4 | $757k | NEW | 2.4k | 310.79 |
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| At&t (T) | 0.4 | $722k | -4% | 25k | 28.99 |
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| Goldman Sachs (GS) | 0.3 | $677k | -38% | 800.00 | 845.99 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.3 | $601k | -2% | 13k | 45.89 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $595k | 1.2k | 479.20 |
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| Deere & Company (DE) | 0.3 | $563k | 1.0k | 563.30 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.3 | $519k | -10% | 6.3k | 81.98 |
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| Merck & Co (MRK) | 0.3 | $515k | -48% | 4.3k | 120.29 |
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| Tko Group Holdings Cl A (TKO) | 0.2 | $363k | 1.8k | 201.65 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $363k | 600.00 | 604.39 |
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| Chevron Corporation (CVX) | 0.2 | $352k | -46% | 1.7k | 206.90 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $318k | 551.00 | 577.18 |
|
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| TJX Companies (TJX) | 0.2 | $309k | -11% | 1.9k | 159.70 |
|
| Canadian Natl Ry (CNI) | 0.2 | $301k | 2.9k | 102.77 |
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| Norfolk Southern (NSC) | 0.1 | $287k | 1.0k | 287.00 |
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| Marriott Intl Cl A (MAR) | 0.1 | $278k | 850.00 | 327.07 |
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| Amgen (AMGN) | 0.1 | $269k | 765.00 | 351.85 |
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| Morgan Stanley Com New (MS) | 0.1 | $247k | -66% | 1.5k | 164.57 |
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| Wells Fargo & Company (WFC) | 0.1 | $239k | 3.0k | 79.61 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $237k | 700.00 | 337.95 |
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| Verizon Communications (VZ) | 0.1 | $236k | NEW | 4.7k | 50.20 |
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| Netflix (NFLX) | 0.1 | $231k | 2.4k | 96.15 |
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| Gabelli Dividend & Income Trust (GDV) | 0.1 | $224k | 8.3k | 26.93 |
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| Abbvie (ABBV) | 0.1 | $218k | -33% | 1.0k | 217.49 |
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| L3harris Technologies (LHX) | 0.1 | $207k | NEW | 600.00 | 345.15 |
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| Biohaven (BHVN) | 0.1 | $144k | 17k | 8.46 |
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Past Filings by Constitution Capital
SEC 13F filings are viewable for Constitution Capital going back to 2020
- 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
- Constitution Capital 2022 Q2 filed Aug. 12, 2022