Filed: 1/9/2026ACC: 0001951757-26-000044
📋 What this filing means
CONSTITUTION CAPITAL LLC filed this quarterly 13F‑HR report disclosing 64 equity positions with a total reported market value of $211.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
64
Positions
$211.46M
Total AUM (reported)
1.18M
Total Shares
Allocation by class
COM$165.39M78.2%
STATE STREET HEA$9.03M4.3%
STATE STREET TEC$7.15M3.4%
CAP STK CL A$6.45M3.0%
COM NEW$5.18M2.5%
STATE STREET CON$3.31M1.6%
STATE STREET FIN$3.13M1.5%
Portfolio Concentration
Top 3$69.13M32.7%
4–10$57.51M27.2%
11–25$59.81M28.3%
Rest$25.01M11.8%
Top 3 weight
32.7%
Top 10 weight
59.9%
Voting Authority Distribution
Total shares with voting rights: 1.18M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.18M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole64
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings64
Rows:
MICROSOFT CORP
SOLEShares96.21K
TypeSH
Market value$46.53M
22.00%
Sole
0.00
Shared
0.00
None
96.21K
JPMORGAN CHASE & CO.
SOLEShares39.78K
TypeSH
Market value$12.82M
6.06%
Sole
0.00
Shared
0.00
None
39.78K
WALMART INC
SOLEShares87.83K
TypeSH
Market value$9.78M
4.63%
Sole
0.00
Shared
0.00
None
87.83K
NVIDIA CORPORATION
SOLEShares51.06K
TypeSH
Market value$9.52M
4.50%
Sole
0.00
Shared
0.00
None
51.06K
SELECT SECTOR SPDR TR
SOLEShares58.30K
TypeSH
Market value$9.03M
4.27%
Sole
0.00
Shared
0.00
None
58.30K
APPLE INC
SOLEShares32.06K
TypeSH
Market value$8.72M
4.12%
Sole
0.00
Shared
0.00
None
32.06K
COCA COLA CO
SOLEShares114.66K
TypeSH
Market value$8.02M
3.79%
Sole
0.00
Shared
0.00
None
114.66K
HOME DEPOT INC
SOLEShares22.26K
TypeSH
Market value$7.66M
3.62%
Sole
0.00
Shared
0.00
None
22.26K
NEXTERA ENERGY INC
SOLEShares92.37K
TypeSH
Market value$7.42M
3.51%
Sole
0.00
Shared
0.00
None
92.37K
SELECT SECTOR SPDR TR
SOLEShares49.66K
TypeSH
Market value$7.15M
3.38%
Sole
0.00
Shared
0.00
None
49.66K
ALPHABET INC
SOLEShares20.60K
TypeSH
Market value$6.45M
3.05%
Sole
0.00
Shared
0.00
None
20.60K
AMAZON COM INC
SOLEShares26.50K
TypeSH
Market value$6.12M
2.89%
Sole
0.00
Shared
0.00
None
26.50K
PEPSICO INC
SOLEShares37.98K
TypeSH
Market value$5.45M
2.58%
Sole
0.00
Shared
0.00
None
37.98K
JOHNSON & JOHNSON
SOLEShares26.14K
TypeSH
Market value$5.41M
2.56%
Sole
0.00
Shared
0.00
None
26.14K
AMERICAN EXPRESS CO
SOLEShares13.28K
TypeSH
Market value$4.91M
2.32%
Sole
0.00
Shared
0.00
None
13.28K
UNION PAC CORP
SOLEShares21.10K
TypeSH
Market value$4.88M
2.31%
Sole
0.00
Shared
0.00
None
21.10K
PROCTER AND GAMBLE CO
SOLEShares31.45K
TypeSH
Market value$4.51M
2.13%
Sole
0.00
Shared
0.00
None
31.45K
DUKE ENERGY CORP NEW
SOLEShares37.44K
TypeSH
Market value$4.39M
2.08%
Sole
0.00
Shared
0.00
None
37.44K
COSTCO WHSL CORP NEW
SOLEShares4.45K
TypeSH
Market value$3.83M
1.81%
Sole
0.00
Shared
0.00
None
4.45K
SELECT SECTOR SPDR TR
SOLEShares57.22K
TypeSH
Market value$3.13M
1.48%
Sole
0.00
Shared
0.00
None
57.22K
SELECT SECTOR SPDR TR
SOLEShares23.11K
TypeSH
Market value$2.76M
1.31%
Sole
0.00
Shared
0.00
None
23.11K
UNITEDHEALTH GROUP INC
SOLEShares6.74K
TypeSH
Market value$2.23M
1.05%
Sole
0.00
Shared
0.00
None
6.74K
VISA INC
SOLEShares6.07K
TypeSH
Market value$2.13M
1.01%
Sole
0.00
Shared
0.00
None
6.07K
META PLATFORMS INC
SOLEShares2.75K
TypeSH
Market value$1.81M
0.86%
Sole
0.00
Shared
0.00
None
2.75K
SELECT SECTOR SPDR TR
SOLEShares15.35K
TypeSH
Market value$1.81M
0.85%
Sole
0.00
Shared
0.00
None
15.35K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 96.21K | SH | $46.53M 22.00% | 0.00 | 0.00 | 96.21K |
JPMORGAN CHASE & CO.SOLE | COM | 39.78K | SH | $12.82M 6.06% | 0.00 | 0.00 | 39.78K |
WALMART INCSOLE | COM | 87.83K | SH | $9.78M 4.63% | 0.00 | 0.00 | 87.83K |
NVIDIA CORPORATIONSOLE | COM | 51.06K | SH | $9.52M 4.50% | 0.00 | 0.00 | 51.06K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 58.30K | SH | $9.03M 4.27% | 0.00 | 0.00 | 58.30K |
APPLE INCSOLE | COM | 32.06K | SH | $8.72M 4.12% | 0.00 | 0.00 | 32.06K |
COCA COLA COSOLE | COM | 114.66K | SH | $8.02M 3.79% | 0.00 | 0.00 | 114.66K |
HOME DEPOT INCSOLE | COM | 22.26K | SH | $7.66M 3.62% | 0.00 | 0.00 | 22.26K |
NEXTERA ENERGY INCSOLE | COM | 92.37K | SH | $7.42M 3.51% | 0.00 | 0.00 | 92.37K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 49.66K | SH | $7.15M 3.38% | 0.00 | 0.00 | 49.66K |
ALPHABET INCSOLE | CAP STK CL A | 20.60K | SH | $6.45M 3.05% | 0.00 | 0.00 | 20.60K |
AMAZON COM INCSOLE | COM | 26.50K | SH | $6.12M 2.89% | 0.00 | 0.00 | 26.50K |
PEPSICO INCSOLE | COM | 37.98K | SH | $5.45M 2.58% | 0.00 | 0.00 | 37.98K |
JOHNSON & JOHNSONSOLE | COM | 26.14K | SH | $5.41M 2.56% | 0.00 | 0.00 | 26.14K |
AMERICAN EXPRESS COSOLE | COM | 13.28K | SH | $4.91M 2.32% | 0.00 | 0.00 | 13.28K |
UNION PAC CORPSOLE | COM | 21.10K | SH | $4.88M 2.31% | 0.00 | 0.00 | 21.10K |
PROCTER AND GAMBLE COSOLE | COM | 31.45K | SH | $4.51M 2.13% | 0.00 | 0.00 | 31.45K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 37.44K | SH | $4.39M 2.08% | 0.00 | 0.00 | 37.44K |
COSTCO WHSL CORP NEWSOLE | COM | 4.45K | SH | $3.83M 1.81% | 0.00 | 0.00 | 4.45K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 57.22K | SH | $3.13M 1.48% | 0.00 | 0.00 | 57.22K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 23.11K | SH | $2.76M 1.31% | 0.00 | 0.00 | 23.11K |
UNITEDHEALTH GROUP INCSOLE | COM | 6.74K | SH | $2.23M 1.05% | 0.00 | 0.00 | 6.74K |
VISA INCSOLE | COM CL A | 6.07K | SH | $2.13M 1.01% | 0.00 | 0.00 | 6.07K |
META PLATFORMS INCSOLE | CL A | 2.75K | SH | $1.81M 0.86% | 0.00 | 0.00 | 2.75K |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 15.35K | SH | $1.81M 0.85% | 0.00 | 0.00 | 15.35K |
Page 1 of 3