Constitution Capital as of March 31, 2025
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 | 108k | 375.39 | |
| JPMorgan Chase & Co. (JPM) | 5.4 | $9.7M | 40k | 245.30 | |
| Home Depot (HD) | 4.8 | $8.7M | 24k | 366.49 | |
| Apple (AAPL) | 4.8 | $8.6M | 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 | 53k | 149.94 | |
| Amazon (AMZN) | 3.3 | $6.0M | 31k | 190.26 | |
| Nextera Energy (NEE) | 3.2 | $5.7M | 81k | 70.89 | |
| Union Pacific Corporation (UNP) | 3.0 | $5.4M | 23k | 236.24 | |
| Coca-Cola Company (KO) | 2.9 | $5.3M | 74k | 71.62 | |
| Procter & Gamble Company (PG) | 2.7 | $4.8M | 28k | 170.42 | |
| Select Sector Spdr Tr Technology (XLK) | 2.6 | $4.7M | 23k | 206.48 | |
| UnitedHealth (UNH) | 2.6 | $4.7M | 8.9k | 523.75 | |
| Costco Wholesale Corporation (COST) | 2.4 | $4.3M | 4.5k | 945.78 | |
| NVIDIA Corporation (NVDA) | 2.3 | $4.2M | 39k | 108.38 | |
| Duke Energy Corp Com New (DUK) | 2.3 | $4.1M | 33k | 121.97 | |
| American Express Company (AXP) | 2.0 | $3.6M | 13k | 269.05 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $2.9M | 5.4k | 532.58 | |
| Select Sector Spdr Tr Financial (XLF) | 1.6 | $2.8M | 56k | 49.81 | |
| Johnson & Johnson (JNJ) | 1.4 | $2.6M | 15k | 165.84 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.3 | $2.3M | 12k | 197.46 | |
| Waste Management (WM) | 1.0 | $1.8M | 7.6k | 231.51 | |
| Meta Platforms Cl A (META) | 0.9 | $1.7M | 2.9k | 576.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.3M | 8.6k | 154.64 | |
| SYSCO Corporation (SYY) | 0.7 | $1.3M | 18k | 75.04 | |
| Visa Com Cl A (V) | 0.7 | $1.3M | 3.7k | 350.46 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.2M | 10k | 118.93 | |
| Southern Company (SO) | 0.7 | $1.2M | 13k | 91.95 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.1M | 1.3k | 825.91 | |
| Caterpillar (CAT) | 0.6 | $1.1M | 3.2k | 329.80 | |
| Blackrock (BLK) | 0.6 | $1.0M | 1.1k | 946.48 | |
| Select Sector Spdr Tr Energy (XLE) | 0.5 | $972k | 10k | 93.45 | |
| Comcast Corp Cl A (CMCSA) | 0.5 | $838k | 23k | 36.90 | |
| Select Sector Spdr Tr Indl (XLI) | 0.5 | $837k | 6.4k | 131.07 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $775k | 1.4k | 559.39 | |
| Goldman Sachs (GS) | 0.4 | $656k | 1.2k | 546.29 | |
| American Electric Power Company (AEP) | 0.3 | $586k | 5.4k | 109.27 | |
| Chevron Corporation (CVX) | 0.3 | $567k | 3.4k | 167.29 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $539k | 6.6k | 81.67 | |
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $494k | 5.1k | 96.45 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $491k | 6.2k | 78.85 | |
| Morgan Stanley Com New (MS) | 0.3 | $478k | 4.1k | 116.67 | |
| Marriott Intl Cl A (MAR) | 0.3 | $476k | 2.0k | 238.20 | |
| Norfolk Southern (NSC) | 0.3 | $474k | 2.0k | 236.85 | |
| Deere & Company (DE) | 0.3 | $469k | 1.0k | 469.35 | |
| Wells Fargo & Company (WFC) | 0.2 | $381k | 5.3k | 71.79 | |
| Merck & Co (MRK) | 0.2 | $355k | 4.0k | 89.76 | |
| Qualcomm (QCOM) | 0.2 | $338k | 2.2k | 153.61 | |
| Canadian Natl Ry (CNI) | 0.2 | $335k | 3.4k | 97.46 | |
| Chubb (CB) | 0.2 | $302k | 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 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $256k | 546.00 | 468.92 | |
| Amgen (AMGN) | 0.1 | $238k | 765.00 | 311.55 | |
| Netflix (NFLX) | 0.1 | $215k | 230.00 | 932.53 | |
| TJX Companies (TJX) | 0.1 | $214k | 1.8k | 121.80 | |
| Abbvie (ABBV) | 0.1 | $210k | 1.0k | 209.52 | |
| Medtronic SHS (MDT) | 0.1 | $207k | 2.3k | 89.86 | |
| Gabelli Dividend & Income Trust (GDV) | 0.1 | $200k | 8.3k | 24.13 |
