Filed: 4/9/2026ACC: 0001951757-26-000548
📋 What this filing means
CONSTITUTION CAPITAL LLC filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $200.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$200.08M
Total AUM (reported)
1.19M
Total Shares
Allocation by class
COM$159.45M79.7%
STATE STREET HEA$8.85M4.4%
COM NEW$6.89M3.4%
STATE STREET TEC$6.46M3.2%
CAP STK CL A$4.51M2.3%
STATE STREET CON$2.93M1.5%
STATE STREET FIN$2.72M1.4%
Portfolio Concentration
Top 3$49.77M24.9%
4–10$64.67M32.3%
11–25$64.03M32.0%
Rest$21.61M10.8%
Top 3 weight
24.9%
Top 10 weight
57.2%
Voting Authority Distribution
Total shares with voting rights: 1.19M
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
1.19M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole61
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings61
Rows:
MICROSOFT CORP
SOLEShares69.65K
TypeSH
Market value$25.78M
12.89%
Sole
0.00
Shared
0.00
None
69.65K
JOHNSON & JOHNSON
SOLEShares49.49K
TypeSH
Market value$12.10M
6.05%
Sole
0.00
Shared
0.00
None
49.49K
JPMORGAN CHASE & CO
SOLEShares40.41K
TypeSH
Market value$11.89M
5.94%
Sole
0.00
Shared
0.00
None
40.41K
WALMART INC
SOLEShares94.86K
TypeSH
Market value$11.79M
5.89%
Sole
0.00
Shared
0.00
None
94.86K
NEXTERA ENERGY INC
SOLEShares115.56K
TypeSH
Market value$10.73M
5.36%
Sole
0.00
Shared
0.00
None
115.56K
COSTCO WHOLESALE CORPORATION
SOLEShares9.78K
TypeSH
Market value$9.74M
4.87%
Sole
0.00
Shared
0.00
None
9.78K
SELECT SECTOR SPDR TR
SOLEShares60.36K
TypeSH
Market value$8.85M
4.42%
Sole
0.00
Shared
0.00
None
60.36K
APPLE INC
SOLEShares32.50K
TypeSH
Market value$8.25M
4.12%
Sole
0.00
Shared
0.00
None
32.50K
NVIDIA CORPORATION
SOLEShares46.83K
TypeSH
Market value$8.17M
4.08%
Sole
0.00
Shared
0.00
None
46.83K
HOME DEPOT INC
SOLEShares21.72K
TypeSH
Market value$7.14M
3.57%
Sole
0.00
Shared
0.00
None
21.72K
COCA COLA CO
SOLEShares92.74K
TypeSH
Market value$7.05M
3.52%
Sole
0.00
Shared
0.00
None
92.74K
DUKE ENERGY CORP NEW
SOLEShares50.71K
TypeSH
Market value$6.64M
3.32%
Sole
0.00
Shared
0.00
None
50.71K
SELECT SECTOR SPDR TR
SOLEShares48.58K
TypeSH
Market value$6.46M
3.23%
Sole
0.00
Shared
0.00
None
48.58K
AMERICAN ELEC PWR CO INC
SOLEShares41.15K
TypeSH
Market value$5.39M
2.70%
Sole
0.00
Shared
0.00
None
41.15K
PEPSICO INC
SOLEShares33.85K
TypeSH
Market value$5.26M
2.63%
Sole
0.00
Shared
0.00
None
33.85K
UNION PAC CORP
SOLEShares21.04K
TypeSH
Market value$5.11M
2.55%
Sole
0.00
Shared
0.00
None
21.04K
AMAZON COM INC
SOLEShares21.89K
TypeSH
Market value$4.56M
2.28%
Sole
0.00
Shared
0.00
None
21.89K
ALPHABET INC
SOLEShares15.68K
TypeSH
Market value$4.51M
2.25%
Sole
0.00
Shared
0.00
None
15.68K
AMERICAN EXPRESS CO
SOLEShares13.68K
TypeSH
Market value$4.14M
2.07%
Sole
0.00
Shared
0.00
None
13.68K
PROCTER & GAMBLE CO
SOLEShares25.43K
TypeSH
Market value$3.67M
1.84%
Sole
0.00
Shared
0.00
None
25.43K
WASTE MGMT INC DEL
SOLEShares12.29K
TypeSH
Market value$2.82M
1.41%
Sole
0.00
Shared
0.00
None
12.29K
SELECT SECTOR SPDR TR
SOLEShares55.06K
TypeSH
Market value$2.72M
1.36%
Sole
0.00
Shared
0.00
None
55.06K
SELECT SECTOR SPDR TR
SOLEShares22.12K
TypeSH
Market value$2.41M
1.20%
Sole
0.00
Shared
0.00
None
22.12K
CATERPILLAR INC
SOLEShares2.33K
TypeSH
Market value$1.65M
0.83%
Sole
0.00
Shared
0.00
None
2.33K
UNITEDHEALTH GROUP INC
SOLEShares6.08K
TypeSH
Market value$1.65M
0.82%
Sole
0.00
Shared
0.00
None
6.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 69.65K | SH | $25.78M 12.89% | 0.00 | 0.00 | 69.65K |
JOHNSON & JOHNSONSOLE | COM | 49.49K | SH | $12.10M 6.05% | 0.00 | 0.00 | 49.49K |
JPMORGAN CHASE & COSOLE | COM | 40.41K | SH | $11.89M 5.94% | 0.00 | 0.00 | 40.41K |
WALMART INCSOLE | COM | 94.86K | SH | $11.79M 5.89% | 0.00 | 0.00 | 94.86K |
NEXTERA ENERGY INCSOLE | COM | 115.56K | SH | $10.73M 5.36% | 0.00 | 0.00 | 115.56K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 9.78K | SH | $9.74M 4.87% | 0.00 | 0.00 | 9.78K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 60.36K | SH | $8.85M 4.42% | 0.00 | 0.00 | 60.36K |
APPLE INCSOLE | COM | 32.50K | SH | $8.25M 4.12% | 0.00 | 0.00 | 32.50K |
NVIDIA CORPORATIONSOLE | COM | 46.83K | SH | $8.17M 4.08% | 0.00 | 0.00 | 46.83K |
HOME DEPOT INCSOLE | COM | 21.72K | SH | $7.14M 3.57% | 0.00 | 0.00 | 21.72K |
COCA COLA COSOLE | COM | 92.74K | SH | $7.05M 3.52% | 0.00 | 0.00 | 92.74K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 50.71K | SH | $6.64M 3.32% | 0.00 | 0.00 | 50.71K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 48.58K | SH | $6.46M 3.23% | 0.00 | 0.00 | 48.58K |
AMERICAN ELEC PWR CO INCSOLE | COM | 41.15K | SH | $5.39M 2.70% | 0.00 | 0.00 | 41.15K |
PEPSICO INCSOLE | COM | 33.85K | SH | $5.26M 2.63% | 0.00 | 0.00 | 33.85K |
UNION PAC CORPSOLE | COM | 21.04K | SH | $5.11M 2.55% | 0.00 | 0.00 | 21.04K |
AMAZON COM INCSOLE | COM | 21.89K | SH | $4.56M 2.28% | 0.00 | 0.00 | 21.89K |
ALPHABET INCSOLE | CAP STK CL A | 15.68K | SH | $4.51M 2.25% | 0.00 | 0.00 | 15.68K |
AMERICAN EXPRESS COSOLE | COM | 13.68K | SH | $4.14M 2.07% | 0.00 | 0.00 | 13.68K |
PROCTER & GAMBLE COSOLE | COM | 25.43K | SH | $3.67M 1.84% | 0.00 | 0.00 | 25.43K |
WASTE MGMT INC DELSOLE | COM | 12.29K | SH | $2.82M 1.41% | 0.00 | 0.00 | 12.29K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 55.06K | SH | $2.72M 1.36% | 0.00 | 0.00 | 55.06K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 22.12K | SH | $2.41M 1.20% | 0.00 | 0.00 | 22.12K |
CATERPILLAR INCSOLE | COM | 2.33K | SH | $1.65M 0.83% | 0.00 | 0.00 | 2.33K |
UNITEDHEALTH GROUP INCSOLE | COM | 6.08K | SH | $1.65M 0.82% | 0.00 | 0.00 | 6.08K |
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