Constitution Capital LLC — 13F Holdings & Portfolio
CIK 1845531 · latest 13F-HR filed 2026-04-09
Constitution Capital LLC manages $200.1M in 13F-reported U.S. long-equity assets across 61 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MSFT (12.89%), JNJ (6.05%), JPM (5.94%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 6, added to 17, and trimmed 31.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$200.1M
Long-equity book
61
Distinct positions
2026-03-31
Filed 2026-04-09
+3 / −6 / ↑17 / ↓31
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- JOHNSON & JOHNSON$6.7M +123.6%
- COSTCO WHOLESALE CORPORATION$5.9M +154.2%
- AMERICAN ELEC PWR CO INC$3.8M +234.7%
- NEXTERA ENERGY INC$3.3M +44.7%
- DUKE ENERGY CORP NEW$2.3M +51.3%
Top Trims
- MICROSOFT CORP-$20.7M -44.6%
- ALPHABET INC-$1.9M -30.1%
- AMAZON COM INC-$1.6M -25.5%
- NVIDIA CORPORATION-$1.4M -14.3%
- COCA COLA CO-$963.4K -12.0%
New Positions
- MCDONALDS CORP$756.8K
- VERIZON COMMUNICATIONS INC$235.9K
- L3HARRIS TECHNOLOGIES INC$207.1K
Exited Positions
- META PLATFORMS INC$1.8M
- ASML HOLDING N V$668.7K
- NEWMONT CORP$534.2K
- THERMO FISHER SCIENTIFIC INC$245.1K
- ALPHABET INC$232.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 594918104 | $25.8M | 12.89% | 69,647 | SH |
| 2 | JOHNSON & JOHNSON | JNJ | 478160104 | $12.1M | 6.05% | 49,495 | SH |
| 3 | JPMORGAN CHASE & CO | JPM | 46625H100 | $11.9M | 5.94% | 40,406 | SH |
| 4 | WALMART INC | WMT | 931142103 | $11.8M | 5.89% | 94,863 | SH |
| 5 | NEXTERA ENERGY INC | NEE | 65339F101 | $10.7M | 5.36% | 115,558 | SH |
| 6 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $9.7M | 4.87% | 9,777 | SH |
| 7 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $8.8M | 4.42% | 60,360 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $8.2M | 4.12% | 32,498 | SH |
| 9 | NVIDIA CORPORATION | NVDA | 67066G104 | $8.2M | 4.08% | 46,825 | SH |
| 10 | HOME DEPOT INC | HD | 437076102 | $7.1M | 3.57% | 21,723 | SH |
| 11 | COCA COLA CO | KO | 191216100 | $7.1M | 3.52% | 92,736 | SH |
| 12 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $6.6M | 3.32% | 50,713 | SH |
| 13 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $6.5M | 3.23% | 48,584 | SH |
| 14 | AMERICAN ELEC PWR CO INC | AEP | 025537101 | $5.4M | 2.70% | 41,145 | SH |
| 15 | PEPSICO INC | PEP | 713448108 | $5.3M | 2.63% | 33,851 | SH |
| 16 | UNION PAC CORP | UNP | 907818108 | $5.1M | 2.55% | 21,043 | SH |
| 17 | AMAZON COM INC | AMZN | 023135106 | $4.6M | 2.28% | 21,895 | SH |
| 18 | ALPHABET INC | GOOGL | 02079K305 | $4.5M | 2.25% | 15,680 | SH |
| 19 | AMERICAN EXPRESS CO | AXP | 025816109 | $4.1M | 2.07% | 13,675 | SH |
| 20 | PROCTER & GAMBLE CO | PG | 742718109 | $3.7M | 1.84% | 25,428 | SH |
| 21 | WASTE MGMT INC DEL | WM | 94106L109 | $2.8M | 1.41% | 12,285 | SH |
| 22 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $2.7M | 1.36% | 55,061 | SH |
| 23 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $2.4M | 1.20% | 22,123 | SH |
| 24 | CATERPILLAR INC | CAT | 149123101 | $1.7M | 0.83% | 2,330 | SH |
| 25 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $1.6M | 0.82% | 6,082 | SH |
| 26 | SELECT SECTOR SPDR TR | XLC | 81369Y852 | $1.6M | 0.80% | 14,489 | SH |
| 27 | GE VERNOVA INC | GEV | 36828A101 | $1.5M | 0.74% | 1,697 | SH |
| 28 | VISA INC | V | 92826C839 | $1.4M | 0.71% | 4,670 | SH |
| 29 | SOUTHERN CO | SO | 842587107 | $1.3M | 0.66% | 13,675 | SH |
| 30 | EXXON MOBIL CORP | XOM | 30231G102 | $1.2M | 0.58% | 6,875 | SH |
| 31 | ELI LILLY & CO | LLY | 532457108 | $1.1M | 0.57% | 1,230 | SH |
| 32 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $1.0M | 0.50% | 6,240 | SH |
| 33 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $948.3K | 0.47% | 15,480 | SH |
| 34 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $918.3K | 0.46% | 1,412 | SH |
| 35 | SYSCO CORP | SYY | 871829107 | $853.2K | 0.43% | 11,962 | SH |
| 36 | MCDONALDS CORP | MCD | 580135101 | $756.8K | 0.38% | 2,435 | SH |
| 37 | AT&T INC | T | 00206R102 | $721.9K | 0.36% | 24,900 | SH |
| 38 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $676.8K | 0.34% | 800 | SH |
| 39 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $601.1K | 0.30% | 13,099 | SH |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $594.7K | 0.30% | 1,241 | SH |
| 41 | DEERE & CO | DE | 244199105 | $563.3K | 0.28% | 1,000 | SH |
| 42 | SELECT SECTOR SPDR TR | XLP | 81369Y308 | $518.9K | 0.26% | 6,329 | SH |
| 43 | MERCK & CO INC | MRK | 58933Y105 | $514.8K | 0.26% | 4,280 | SH |
| 44 | TKO GROUP HOLDINGS INC | TKO | 87256C101 | $363.0K | 0.18% | 1,800 | SH |
| 45 | LOCKHEED MARTIN CORP | LMT | 539830109 | $362.6K | 0.18% | 600 | SH |
| 46 | CHEVRON CORPORATION | CVX | 166764100 | $351.7K | 0.18% | 1,700 | SH |
| 47 | INVESCO QQQ TR | QQQ | 46090E103 | $318.0K | 0.16% | 551 | SH |
| 48 | TJX COS INC NEW | TJX | 872540109 | $309.0K | 0.15% | 1,935 | SH |
| 49 | CANADIAN NATL RY CO | CNI | 136375102 | $301.3K | 0.15% | 2,932 | SH |
| 50 | NORFOLK SOUTHN CORP | NSC | 655844108 | $287.0K | 0.14% | 1,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-09 | $200.1M | 61 | 0001951757-26-000548 |
| 2025-12-31 | 2026-01-09 | $211.5M | 64 | 0001951757-26-000044 |