Constitution Capital as of Dec. 31, 2024
Portfolio Holdings for Constitution Capital
Constitution Capital holds 56 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 28.3 | $50M | 120k | 421.50 | |
| JPMorgan Chase & Co. (JPM) | 5.1 | $9.1M | 38k | 239.71 | |
| Apple (AAPL) | 5.0 | $9.0M | 36k | 250.42 | |
| Home Depot (HD) | 5.0 | $8.9M | 23k | 388.99 | |
| Wal-Mart Stores (WMT) | 4.8 | $8.5M | 94k | 90.35 | |
| Pepsi (PEP) | 4.6 | $8.2M | 54k | 152.06 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 4.4 | $7.8M | 57k | 137.57 | |
| Nextera Energy (NEE) | 3.1 | $5.5M | 77k | 71.69 | |
| NVIDIA Corporation (NVDA) | 3.0 | $5.4M | 40k | 134.29 | |
| Select Sector Spdr Tr Technology (XLK) | 2.9 | $5.3M | 23k | 232.52 | |
| Union Pacific Corporation (UNP) | 2.8 | $5.0M | 22k | 228.04 | |
| Procter & Gamble Company (PG) | 2.5 | $4.5M | 27k | 167.65 | |
| UnitedHealth (UNH) | 2.5 | $4.4M | 8.7k | 505.86 | |
| American Express Company (AXP) | 2.1 | $3.7M | 12k | 296.79 | |
| Amazon (AMZN) | 2.0 | $3.5M | 16k | 219.39 | |
| Duke Energy Corp Com New (DUK) | 1.9 | $3.4M | 31k | 107.74 | |
| Coca-Cola Company (KO) | 1.8 | $3.2M | 52k | 62.26 | |
| Costco Wholesale Corporation (COST) | 1.6 | $2.9M | 3.2k | 916.27 | |
| Select Sector Spdr Tr Financial (XLF) | 1.5 | $2.7M | 55k | 48.33 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.5 | $2.7M | 12k | 224.35 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $2.0M | 4.4k | 453.28 | |
| Johnson & Johnson (JNJ) | 1.1 | $2.0M | 14k | 144.62 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.4M | 7.5k | 189.30 | |
| Waste Management (WM) | 0.8 | $1.4M | 6.9k | 201.79 | |
| SYSCO Corporation (SYY) | 0.8 | $1.4M | 18k | 76.46 | |
| Visa Com Cl A (V) | 0.6 | $1.1M | 3.5k | 316.04 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.0M | 1.3k | 772.00 | |
| Meta Platforms Cl A (META) | 0.6 | $998k | 1.7k | 585.51 | |
| Select Sector Spdr Tr Energy (XLE) | 0.5 | $926k | 11k | 85.66 | |
| Southern Company (SO) | 0.5 | $924k | 11k | 82.32 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $915k | 8.5k | 107.57 | |
| Caterpillar (CAT) | 0.5 | $841k | 2.3k | 362.76 | |
| Select Sector Spdr Tr Indl (XLI) | 0.5 | $808k | 6.1k | 131.76 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $729k | 1.2k | 586.08 | |
| United Parcel Service CL B (UPS) | 0.3 | $548k | 4.3k | 126.10 | |
| Deere & Company (DE) | 0.3 | $508k | 1.2k | 423.70 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $491k | 6.2k | 78.61 | |
| Goldman Sachs (GS) | 0.3 | $487k | 850.00 | 572.62 | |
| Merck & Co (MRK) | 0.3 | $473k | 4.8k | 99.48 | |
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $453k | 4.7k | 96.81 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $439k | 5.8k | 75.69 | |
| Palo Alto Networks (PANW) | 0.2 | $400k | 2.2k | 181.96 | |
| Wells Fargo & Company (WFC) | 0.2 | $372k | 5.3k | 70.24 | |
| Canadian Natl Ry (CNI) | 0.2 | $348k | 3.4k | 101.51 | |
| Marriott Intl Cl A (MAR) | 0.2 | $307k | 1.1k | 278.94 | |
| American Electric Power Company (AEP) | 0.2 | $296k | 3.2k | 92.23 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $292k | 600.00 | 485.94 | |
| Morgan Stanley Com New (MS) | 0.2 | $289k | 2.3k | 125.72 | |
| Prudential Financial (PRU) | 0.2 | $285k | 2.4k | 118.53 | |
| Chevron Corporation (CVX) | 0.2 | $274k | 1.9k | 144.84 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $273k | 534.00 | 511.23 | |
| Tko Group Holdings Cl A (TKO) | 0.2 | $270k | 1.9k | 142.11 | |
| Biohaven (BHVN) | 0.1 | $262k | 7.0k | 37.35 | |
| Norfolk Southern (NSC) | 0.1 | $235k | 1.0k | 234.70 | |
| TJX Companies (TJX) | 0.1 | $224k | 1.9k | 120.81 | |
| Gabelli Dividend & Income Trust (GDV) | 0.1 | $200k | 8.3k | 24.15 |
