Constitution Capital
Latest statistics and disclosures from Constitution Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, JPM, HD, AAPL, WMT, and represent 42.00% of Constitution Capital's stock portfolio.
- Added to shares of these 10 stocks: AMZN, KO, COST, BLK, CMCSA, META, AAPL, BRK.B, JPM, QCOM.
- Started 8 new stock positions in QCOM, AMGN, CB, MDT, CMCSA, NFLX, BLK, ABBV.
- Reduced shares in these 10 stocks: MSFT, UPS, PANW, PRU, BHVN, PEP, XLV, NVDA, DE, MRK.
- Sold out of its positions in PANW, PRU, UPS, BHVN.
- Constitution Capital was a net buyer of stock by $9.4M.
- Constitution Capital has $181M in assets under management (AUM), dropping by 1.30%.
- Central Index Key (CIK): 0001845531
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Portfolio Holdings for Constitution Capital
Constitution Capital holds 60 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 22.4 | $41M | -9% | 108k | 375.39 |
|
| JPMorgan Chase & Co. (JPM) | 5.4 | $9.7M | +4% | 40k | 245.30 |
|
| Home Depot (HD) | 4.8 | $8.7M | +3% | 24k | 366.49 |
|
| Apple (AAPL) | 4.8 | $8.6M | +8% | 39k | 222.13 |
|
| Wal-Mart Stores (WMT) | 4.6 | $8.4M | 95k | 87.79 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 4.5 | $8.2M | 56k | 146.01 |
|
|
| Pepsi (PEP) | 4.4 | $7.9M | -2% | 53k | 149.94 |
|
| Amazon (AMZN) | 3.3 | $6.0M | +94% | 31k | 190.26 |
|
| Nextera Energy (NEE) | 3.2 | $5.7M | +5% | 81k | 70.89 |
|
| Union Pacific Corporation (UNP) | 3.0 | $5.4M | +3% | 23k | 236.24 |
|
| Coca-Cola Company (KO) | 2.9 | $5.3M | +41% | 74k | 71.62 |
|
| Procter & Gamble Company (PG) | 2.7 | $4.8M | +4% | 28k | 170.42 |
|
| Select Sector Spdr Tr Technology (XLK) | 2.6 | $4.7M | 23k | 206.48 |
|
|
| UnitedHealth (UNH) | 2.6 | $4.7M | +2% | 8.9k | 523.75 |
|
| Costco Wholesale Corporation (COST) | 2.4 | $4.3M | +43% | 4.5k | 945.78 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $4.2M | -2% | 39k | 108.38 |
|
| Duke Energy Corp Com New (DUK) | 2.3 | $4.1M | +6% | 33k | 121.97 |
|
| American Express Company (AXP) | 2.0 | $3.6M | +7% | 13k | 269.05 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $2.9M | +22% | 5.4k | 532.58 |
|
| Select Sector Spdr Tr Financial (XLF) | 1.6 | $2.8M | +2% | 56k | 49.81 |
|
| Johnson & Johnson (JNJ) | 1.4 | $2.6M | +14% | 15k | 165.84 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.3 | $2.3M | -2% | 12k | 197.46 |
|
| Waste Management (WM) | 1.0 | $1.8M | +9% | 7.6k | 231.51 |
|
| Meta Platforms Cl A (META) | 0.9 | $1.7M | +70% | 2.9k | 576.36 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.3M | +14% | 8.6k | 154.64 |
|
| SYSCO Corporation (SYY) | 0.7 | $1.3M | -4% | 18k | 75.04 |
|
| Visa Com Cl A (V) | 0.7 | $1.3M | +5% | 3.7k | 350.46 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $1.2M | +19% | 10k | 118.93 |
|
| Southern Company (SO) | 0.7 | $1.2M | +16% | 13k | 91.95 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.1M | +2% | 1.3k | 825.91 |
|
| Caterpillar (CAT) | 0.6 | $1.1M | +38% | 3.2k | 329.80 |
|
| Blackrock (BLK) | 0.6 | $1.0M | NEW | 1.1k | 946.48 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.5 | $972k | -3% | 10k | 93.45 |
|
| Comcast Corp Cl A (CMCSA) | 0.5 | $838k | NEW | 23k | 36.90 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.5 | $837k | +4% | 6.4k | 131.07 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $775k | +11% | 1.4k | 559.39 |
|
| Goldman Sachs (GS) | 0.4 | $656k | +41% | 1.2k | 546.29 |
|
| American Electric Power Company (AEP) | 0.3 | $586k | +66% | 5.4k | 109.27 |
|
| Chevron Corporation (CVX) | 0.3 | $567k | +79% | 3.4k | 167.29 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $539k | +5% | 6.6k | 81.67 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $494k | +9% | 5.1k | 96.45 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $491k | +7% | 6.2k | 78.85 |
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| Morgan Stanley Com New (MS) | 0.3 | $478k | +78% | 4.1k | 116.67 |
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| Marriott Intl Cl A (MAR) | 0.3 | $476k | +81% | 2.0k | 238.20 |
|
| Norfolk Southern (NSC) | 0.3 | $474k | +100% | 2.0k | 236.85 |
|
| Deere & Company (DE) | 0.3 | $469k | -16% | 1.0k | 469.35 |
|
| Wells Fargo & Company (WFC) | 0.2 | $381k | 5.3k | 71.79 |
|
|
| Merck & Co (MRK) | 0.2 | $355k | -16% | 4.0k | 89.76 |
|
| Qualcomm (QCOM) | 0.2 | $338k | NEW | 2.2k | 153.61 |
|
| Canadian Natl Ry (CNI) | 0.2 | $335k | 3.4k | 97.46 |
|
|
| Chubb (CB) | 0.2 | $302k | NEW | 1.0k | 301.99 |
|
| Tko Group Holdings Cl A (TKO) | 0.2 | $290k | 1.9k | 152.81 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $268k | 600.00 | 446.71 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $256k | +2% | 546.00 | 468.92 |
|
| Amgen (AMGN) | 0.1 | $238k | NEW | 765.00 | 311.55 |
|
| Netflix (NFLX) | 0.1 | $215k | NEW | 230.00 | 932.53 |
|
| TJX Companies (TJX) | 0.1 | $214k | -5% | 1.8k | 121.80 |
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| Abbvie (ABBV) | 0.1 | $210k | NEW | 1.0k | 209.52 |
|
| Medtronic SHS (MDT) | 0.1 | $207k | NEW | 2.3k | 89.86 |
|
| Gabelli Dividend & Income Trust (GDV) | 0.1 | $200k | 8.3k | 24.13 |
|
Past Filings by Constitution Capital
SEC 13F filings are viewable for Constitution Capital going back to 2020
- 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
- Constitution Capital 2021 Q4 filed Feb. 8, 2022
- Constitution Capital 2021 Q3 filed Nov. 15, 2021
- Constitution Capital 2021 Q2 filed Aug. 12, 2021