Constitution Capital as of March 31, 2024
Portfolio Holdings for Constitution Capital
Constitution Capital holds 60 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 29.7 | $53M | 125k | 420.72 | |
| Pepsi (PEP) | 9.3 | $17M | 94k | 175.01 | |
| JPMorgan Chase & Co. (JPM) | 6.6 | $12M | 58k | 200.30 | |
| Home Depot (HD) | 5.4 | $9.6M | 25k | 383.60 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 4.5 | $7.9M | 54k | 147.73 | |
| Apple (AAPL) | 3.6 | $6.4M | 37k | 171.48 | |
| Wal-Mart Stores (WMT) | 3.1 | $5.5M | 92k | 60.17 | |
| Union Pacific Corporation (UNP) | 3.0 | $5.3M | 21k | 245.93 | |
| Nextera Energy (NEE) | 2.9 | $5.2M | 81k | 63.91 | |
| Procter & Gamble Company (PG) | 2.6 | $4.7M | 29k | 162.25 | |
| UnitedHealth (UNH) | 2.5 | $4.3M | 8.8k | 494.70 | |
| Select Sector Spdr Tr Technology (XLK) | 2.2 | $3.9M | 19k | 208.27 | |
| NVIDIA Corporation (NVDA) | 1.8 | $3.2M | 3.5k | 903.56 | |
| Duke Energy Corp Com New (DUK) | 1.6 | $2.8M | 29k | 96.71 | |
| Eli Lilly & Co. (LLY) | 1.5 | $2.6M | 3.4k | 777.96 | |
| Johnson & Johnson (JNJ) | 1.4 | $2.5M | 16k | 158.19 | |
| Coca-Cola Company (KO) | 1.3 | $2.4M | 38k | 61.18 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.3 | $2.4M | 13k | 183.88 | |
| American Express Company (AXP) | 1.2 | $2.2M | 9.5k | 227.69 | |
| SYSCO Corporation (SYY) | 1.1 | $2.0M | 25k | 81.18 | |
| Prologis (PLD) | 1.0 | $1.8M | 14k | 130.22 | |
| Amazon (AMZN) | 1.0 | $1.8M | 9.9k | 180.38 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $1.1M | 9.5k | 116.24 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.1M | 7.2k | 150.93 | |
| Visa Com Cl A (V) | 0.6 | $1.1M | 3.8k | 279.08 | |
| McDonald's Corporation (MCD) | 0.5 | $964k | 3.4k | 281.95 | |
| Costco Wholesale Corporation (COST) | 0.5 | $938k | 1.3k | 732.63 | |
| United Parcel Service CL B (UPS) | 0.5 | $931k | 6.3k | 148.63 | |
| American Electric Power Company (AEP) | 0.4 | $766k | 8.9k | 86.10 | |
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $745k | 18k | 42.12 | |
| Caterpillar (CAT) | 0.4 | $733k | 2.0k | 366.43 | |
| Deere & Company (DE) | 0.4 | $729k | 1.8k | 410.74 | |
| Select Sector Spdr Tr Indl (XLI) | 0.4 | $721k | 5.7k | 125.96 | |
| Anthem (ELV) | 0.4 | $674k | 1.3k | 518.54 | |
| Merck & Co (MRK) | 0.4 | $640k | 4.9k | 131.95 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $630k | 1.2k | 523.07 | |
| Southern Company (SO) | 0.3 | $588k | 8.2k | 71.74 | |
| Meta Platforms Cl A (META) | 0.3 | $578k | 1.2k | 485.58 | |
| Canadian Natl Ry (CNI) | 0.3 | $465k | 3.5k | 131.71 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $451k | 10k | 43.35 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $439k | 1.1k | 418.01 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $426k | 5.6k | 76.36 | |
| Chevron Corporation (CVX) | 0.2 | $391k | 2.5k | 157.74 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $385k | 800.00 | 481.57 | |
| Biohaven (BHVN) | 0.2 | $383k | 7.0k | 54.69 | |
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $354k | 3.8k | 94.41 | |
| Verizon Communications (VZ) | 0.2 | $327k | 7.8k | 41.96 | |
| Marriott Intl Cl A (MAR) | 0.2 | $327k | 1.3k | 252.31 | |
| Bank of America Corporation (BAC) | 0.2 | $326k | 8.6k | 37.92 | |
| Medtronic SHS (MDT) | 0.2 | $314k | 3.6k | 87.15 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $311k | 4.7k | 65.65 | |
| Wells Fargo & Company (WFC) | 0.2 | $307k | 5.3k | 57.96 | |
| Norfolk Southern (NSC) | 0.1 | $255k | 1.0k | 254.87 | |
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $255k | 3.1k | 81.66 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $252k | 598.00 | 420.52 | |
| Goldman Sachs (GS) | 0.1 | $251k | 600.00 | 417.69 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $227k | 500.00 | 454.87 | |
| TJX Companies (TJX) | 0.1 | $222k | 2.2k | 101.42 | |
| Amgen (AMGN) | 0.1 | $218k | 765.00 | 284.32 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $201k | 453.00 | 444.01 |