Filed: 7/9/2026ACC: 0001951757-26-000972
📋 What this filing means
CONSTITUTION CAPITAL LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $194.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$194.80M
Total AUM (reported)
1.05M
Total Shares
Allocation by class
COM$149.76M76.9%
ST STR CARE ETF$9.41M4.8%
ST STR TECHN ETF$9.06M4.7%
CAP STK CL A$4.85M2.5%
COM NEW$4.71M2.4%
ST STR FINL ETF$2.86M1.5%
ST STR DISCR ETF$2.58M1.3%
Portfolio Concentration
Top 3$49.42M25.4%
4–10$60.92M31.3%
11–25$60.02M30.8%
Rest$24.44M12.5%
Top 3 weight
25.4%
Top 10 weight
56.6%
Voting Authority Distribution
Total shares with voting rights: 1.05M
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
1.05M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole62
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings62
Rows:
MICROSOFT CORP
SOLEShares70.31K
TypeSH
Market value$26.23M
13.46%
Sole
0.00
Shared
0.00
None
70.31K
JPMORGAN CHASE & CO
SOLEShares38.09K
TypeSH
Market value$12.47M
6.40%
Sole
0.00
Shared
0.00
None
38.09K
ELI LILLY & CO
SOLEShares8.94K
TypeSH
Market value$10.72M
5.51%
Sole
0.00
Shared
0.00
None
8.94K
SELECT SECTOR SPDR TR
SOLEShares59.28K
TypeSH
Market value$9.41M
4.83%
Sole
0.00
Shared
0.00
None
59.28K
WALMART INC
SOLEShares80.08K
TypeSH
Market value$9.07M
4.66%
Sole
0.00
Shared
0.00
None
80.08K
SELECT SECTOR SPDR TR
SOLEShares47.55K
TypeSH
Market value$9.06M
4.65%
Sole
0.00
Shared
0.00
None
47.55K
APPLE INC
SOLEShares31.18K
TypeSH
Market value$9.02M
4.63%
Sole
0.00
Shared
0.00
None
31.18K
NVIDIA CORPORATION
SOLEShares43.67K
TypeSH
Market value$8.74M
4.49%
Sole
0.00
Shared
0.00
None
43.67K
JOHNSON & JOHNSON
SOLEShares31.82K
TypeSH
Market value$8.08M
4.15%
Sole
0.00
Shared
0.00
None
31.82K
NEXTERA ENERGY INC
SOLEShares85.96K
TypeSH
Market value$7.54M
3.87%
Sole
0.00
Shared
0.00
None
85.96K
HOME DEPOT INC
SOLEShares20.91K
TypeSH
Market value$7.38M
3.79%
Sole
0.00
Shared
0.00
None
20.91K
UNION PAC CORP
SOLEShares20.90K
TypeSH
Market value$5.68M
2.92%
Sole
0.00
Shared
0.00
None
20.90K
COCA COLA CO
SOLEShares66.18K
TypeSH
Market value$5.38M
2.76%
Sole
0.00
Shared
0.00
None
66.18K
ALPHABET INC
SOLEShares13.58K
TypeSH
Market value$4.85M
2.49%
Sole
0.00
Shared
0.00
None
13.58K
AMAZON COM INC
SOLEShares20.20K
TypeSH
Market value$4.81M
2.47%
Sole
0.00
Shared
0.00
None
20.20K
PEPSICO INC
SOLEShares32.70K
TypeSH
Market value$4.43M
2.27%
Sole
0.00
Shared
0.00
None
32.70K
DUKE ENERGY CORP NEW
SOLEShares34.71K
TypeSH
Market value$4.39M
2.26%
Sole
0.00
Shared
0.00
None
34.71K
AMERICAN EXPRESS CO
SOLEShares12.87K
TypeSH
Market value$4.35M
2.23%
Sole
0.00
Shared
0.00
None
12.87K
PROCTER & GAMBLE CO
SOLEShares21.48K
TypeSH
Market value$3.15M
1.62%
Sole
0.00
Shared
0.00
None
21.48K
AMERICAN ELEC PWR CO INC
SOLEShares21.55K
TypeSH
Market value$2.95M
1.51%
Sole
0.00
Shared
0.00
None
21.55K
SELECT SECTOR SPDR TR
SOLEShares53.29K
TypeSH
Market value$2.86M
1.47%
Sole
0.00
Shared
0.00
None
53.29K
SELECT SECTOR SPDR TR
SOLEShares21.99K
TypeSH
Market value$2.58M
1.32%
Sole
0.00
Shared
0.00
None
21.99K
CATERPILLAR INC
SOLEShares2.36K
TypeSH
Market value$2.51M
1.29%
Sole
0.00
Shared
0.00
None
2.36K
UNITEDHEALTH GROUP INC
SOLEShares5.78K
TypeSH
Market value$2.40M
1.23%
Sole
0.00
Shared
0.00
None
5.78K
COSTCO WHOLESALE CORPORATION
SOLEShares2.45K
TypeSH
Market value$2.29M
1.18%
Sole
0.00
Shared
0.00
None
2.45K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 70.31K | SH | $26.23M 13.46% | 0.00 | 0.00 | 70.31K |
JPMORGAN CHASE & COSOLE | COM | 38.09K | SH | $12.47M 6.40% | 0.00 | 0.00 | 38.09K |
ELI LILLY & COSOLE | COM | 8.94K | SH | $10.72M 5.51% | 0.00 | 0.00 | 8.94K |
SELECT SECTOR SPDR TRSOLE | ST STR CARE ETF | 59.28K | SH | $9.41M 4.83% | 0.00 | 0.00 | 59.28K |
WALMART INCSOLE | COM | 80.08K | SH | $9.07M 4.66% | 0.00 | 0.00 | 80.08K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 47.55K | SH | $9.06M 4.65% | 0.00 | 0.00 | 47.55K |
APPLE INCSOLE | COM | 31.18K | SH | $9.02M 4.63% | 0.00 | 0.00 | 31.18K |
NVIDIA CORPORATIONSOLE | COM | 43.67K | SH | $8.74M 4.49% | 0.00 | 0.00 | 43.67K |
JOHNSON & JOHNSONSOLE | COM | 31.82K | SH | $8.08M 4.15% | 0.00 | 0.00 | 31.82K |
NEXTERA ENERGY INCSOLE | COM | 85.96K | SH | $7.54M 3.87% | 0.00 | 0.00 | 85.96K |
HOME DEPOT INCSOLE | COM | 20.91K | SH | $7.38M 3.79% | 0.00 | 0.00 | 20.91K |
UNION PAC CORPSOLE | COM | 20.90K | SH | $5.68M 2.92% | 0.00 | 0.00 | 20.90K |
COCA COLA COSOLE | COM | 66.18K | SH | $5.38M 2.76% | 0.00 | 0.00 | 66.18K |
ALPHABET INCSOLE | CAP STK CL A | 13.58K | SH | $4.85M 2.49% | 0.00 | 0.00 | 13.58K |
AMAZON COM INCSOLE | COM | 20.20K | SH | $4.81M 2.47% | 0.00 | 0.00 | 20.20K |
PEPSICO INCSOLE | COM | 32.70K | SH | $4.43M 2.27% | 0.00 | 0.00 | 32.70K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 34.71K | SH | $4.39M 2.26% | 0.00 | 0.00 | 34.71K |
AMERICAN EXPRESS COSOLE | COM | 12.87K | SH | $4.35M 2.23% | 0.00 | 0.00 | 12.87K |
PROCTER & GAMBLE COSOLE | COM | 21.48K | SH | $3.15M 1.62% | 0.00 | 0.00 | 21.48K |
AMERICAN ELEC PWR CO INCSOLE | COM | 21.55K | SH | $2.95M 1.51% | 0.00 | 0.00 | 21.55K |
SELECT SECTOR SPDR TRSOLE | ST STR FINL ETF | 53.29K | SH | $2.86M 1.47% | 0.00 | 0.00 | 53.29K |
SELECT SECTOR SPDR TRSOLE | ST STR DISCR ETF | 21.99K | SH | $2.58M 1.32% | 0.00 | 0.00 | 21.99K |
CATERPILLAR INCSOLE | COM | 2.36K | SH | $2.51M 1.29% | 0.00 | 0.00 | 2.36K |
UNITEDHEALTH GROUP INCSOLE | COM | 5.78K | SH | $2.40M 1.23% | 0.00 | 0.00 | 5.78K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 2.45K | SH | $2.29M 1.18% | 0.00 | 0.00 | 2.45K |
Page 1 of 3