Constitution Capital

Constitution Capital as of Dec. 31, 2023

Portfolio Holdings for Constitution Capital

Constitution Capital holds 63 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 27.5 $46M 121k 376.04
Pepsi (PEP) 10.0 $17M 97k 169.84
Apple (AAPL) 8.6 $14M 74k 192.53
JPMorgan Chase & Co. (JPM) 6.0 $9.9M 58k 170.10
Home Depot (HD) 5.1 $8.5M 24k 346.55
Select Sector Spdr Tr Sbi Healthcare (XLV) 4.3 $7.1M 52k 136.38
Union Pacific Corporation (UNP) 3.2 $5.3M 21k 245.62
UnitedHealth (UNH) 2.9 $4.8M 9.2k 526.47
Nextera Energy (NEE) 2.9 $4.8M 78k 60.74
Wal-Mart Stores (WMT) 2.9 $4.7M 30k 157.65
Procter & Gamble Company (PG) 2.3 $3.8M 26k 146.54
Select Sector Spdr Tr Technology (XLK) 1.9 $3.1M 16k 192.48
Duke Energy Corp Com New (DUK) 1.6 $2.6M 27k 97.04
Johnson & Johnson (JNJ) 1.5 $2.4M 15k 156.74
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.4 $2.3M 13k 178.80
Visa Com Cl A (V) 1.2 $2.0M 7.7k 260.35
SYSCO Corporation (SYY) 1.1 $1.8M 25k 73.13
American Express Company (AXP) 1.1 $1.8M 9.6k 187.34
Prologis (PLD) 1.0 $1.7M 13k 133.30
Alphabet Cap Stk Cl A (GOOGL) 1.0 $1.6M 12k 139.69
Coca-Cola Company (KO) 0.8 $1.4M 24k 58.93
NVIDIA Corporation (NVDA) 0.8 $1.3M 2.6k 495.22
Amazon (AMZN) 0.8 $1.3M 8.3k 151.94
TJX Companies (TJX) 0.7 $1.2M 12k 93.81
United Parcel Service CL B (UPS) 0.6 $1.0M 6.5k 157.23
Deere & Company (DE) 0.6 $962k 2.4k 399.87
Costco Wholesale Corporation (COST) 0.6 $957k 1.5k 660.08
McDonald's Corporation (MCD) 0.6 $944k 3.2k 296.51
American Electric Power Company (AEP) 0.5 $845k 10k 81.22
Select Sector Spdr Tr Indl (XLI) 0.4 $641k 5.6k 113.99
Select Sector Spdr Tr Financial (XLF) 0.4 $641k 17k 37.60
Anthem (ELV) 0.4 $613k 1.3k 471.56
Caterpillar (CAT) 0.3 $562k 1.9k 295.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $541k 1.1k 475.31
Canadian Natl Ry (CNI) 0.3 $488k 3.9k 125.63
Southern Company (SO) 0.3 $477k 6.8k 70.12
Comcast Corp Cl A (CMCSA) 0.3 $469k 11k 43.85
Merck & Co (MRK) 0.2 $393k 3.6k 109.02
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $389k 5.4k 72.03
Abbvie (ABBV) 0.2 $387k 2.5k 154.97
Goldman Sachs (GS) 0.2 $386k 1.0k 385.77
Mastercard Incorporated Cl A (MA) 0.2 $341k 800.00 426.51
Exxon Mobil Corporation (XOM) 0.2 $330k 3.3k 99.98
Verizon Communications (VZ) 0.2 $325k 8.6k 37.70
Medtronic SHS (MDT) 0.2 $313k 3.8k 82.38
Bank of America Corporation (BAC) 0.2 $306k 9.1k 33.67
Biohaven (BHVN) 0.2 $300k 7.0k 42.80
Marriott Intl Cl A (MAR) 0.2 $292k 1.3k 225.51
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $288k 4.6k 63.33
Chevron Corporation (CVX) 0.2 $280k 1.9k 149.16
Select Sector Spdr Tr Energy (XLE) 0.2 $273k 3.3k 83.84
Wells Fargo & Company (WFC) 0.2 $261k 5.3k 49.22
Eli Lilly & Co. (LLY) 0.2 $259k 445.00 582.92
Honeywell International (HON) 0.2 $252k 1.2k 209.71
Norfolk Southern (NSC) 0.1 $236k 1.0k 236.38
Boeing Company (BA) 0.1 $235k 900.00 260.66
Select Sector Spdr Tr Communication (XLC) 0.1 $219k 3.0k 72.66
Simon Property (SPG) 0.1 $215k 1.5k 142.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $202k 493.00 409.52
Blackrock Muni Intermediate Drtn Fnd 0.1 $151k 13k 11.64
Nuveen Ins Ny Tx Fr Adv Mun (NRK) 0.1 $120k 11k 10.53
Nuveen Muni Value Fund (NUV) 0.1 $112k 13k 8.60
Nuveen Multi-Strategy Income & Growth (JPC) 0.1 $102k 15k 6.76