Constitution Capital LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Constitution Capital LLC reported 62 stock positions worth $194.8 million. Its top holding was Microsoft (MSFT) at 13.5% of the portfolio, followed by JPMorgan Chase (JPM, 6.4%) and Eli Lilly (LLY, 5.5%). Compared with Q1 2026, it opened 5 new positions, sold out of 4, added to 6 and reduced 34. The biggest buy was Eli Lilly (LLY, shares +627%) and the biggest sale Costco Wholesale (COST, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- SHELTON, CT
- CIK
- 0001845531
- Portfolio Value
- $194.8M (Q2 2026)
- SEC Filing
- 0001951757-26-000972 ↗ filed Jul 9, 2026
Holdings Value
Holdings 62 stocks · $194.8M
| MSFT Microsoft Corp. | 13.46% | 70,308 | $26.2M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 6.40% | 38,086 | $12.5M | Reduce -5.7% |
| LLY Eli Lilly & Co. | 5.51% | 8,941 | $10.7M | Add +626.9% |
| XLV SS Health Care Select Sector | 4.83% | 59,280 | $9.4M | Reduce -1.8% |
| WMT Walmart Inc. | 4.66% | 80,081 | $9.1M | Reduce -15.6% |
| XLK SS Technology Select Sector | 4.65% | 47,550 | $9.1M | Reduce -2.1% |
| AAPL Apple Inc. | 4.63% | 31,178 | $9.0M | Reduce -4.1% |
| NVDA Nvidia Corp. | 4.49% | 43,675 | $8.7M | Reduce -6.7% |
| JNJ Johnson & Johnson | 4.15% | 31,820 | $8.1M | Reduce -35.7% |
| NEE Nextera Energy Inc. | 3.87% | 85,959 | $7.5M | Reduce -25.6% |
| HD Home Depot Inc. | 3.79% | 20,913 | $7.4M | Reduce -3.7% |
| UNP Union Pacific Corp. | 2.92% | 20,898 | $5.7M | Reduce -0.7% |
| KO The Coca-Cola Co. | 2.76% | 66,181 | $5.4M | Reduce -28.6% |
| GOOGL Alphabet Inc. Class A | 2.49% | 13,580 | $4.9M | Reduce -13.4% |
| AMZN Amazon.com Inc. | 2.47% | 20,195 | $4.8M | Reduce -7.8% |
| PEP Pepsico Inc. | 2.27% | 32,699 | $4.4M | Reduce -3.4% |
| DUK Duke Energy Corp. | 2.26% | 34,713 | $4.4M | Reduce -31.6% |
| AXP American Express Co. | 2.23% | 12,870 | $4.4M | Reduce -5.9% |
| PG The Procter & Gamble Co. | 1.62% | 21,480 | $3.1M | Reduce -15.5% |
| AEP American Electric Power | 1.51% | 21,545 | $2.9M | Reduce -47.6% |
| XLF SS Financial Select Sector | 1.47% | 53,291 | $2.9M | Reduce -3.2% |
| XLY SS Consumer Disc Select Sect | 1.32% | 21,993 | $2.6M | Reduce -0.6% |
| CAT Caterpillar Inc. | 1.29% | 2,360 | $2.5M | Add +1.3% |
| UNH Unitedhealth Group Inc. | 1.23% | 5,777 | $2.4M | Reduce -5.0% |
| COST Costco Wholesale Corp. | 1.18% | 2,452 | $2.3M | Reduce -74.9% |
| GOOG Alphabet Inc. Class C | 1.03% | 5,660 | $2.0M | New |
| GEV GE Vernova Inc. | 1.02% | 1,697 | $2.0M | No change |
| V Visa Inc. Class A | 0.82% | 4,645 | $1.6M | Reduce -0.5% |
| XLC SS Comm Select Sector SPDR | 0.78% | 14,139 | $1.5M | Reduce -2.4% |
| WM Waste Management Inc. | 0.67% | 5,860 | $1.3M | Reduce -52.3% |
| SO The Southern Co. | 0.65% | 13,275 | $1.3M | Reduce -2.9% |
| XLI SS Industrial Select Sector | 0.59% | 6,165 | $1.1M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 1,409 | $1.1M | Reduce -0.2% |
| SYY Sysco Corp. | 0.49% | 11,462 | $958K | Reduce -4.2% |
| XOM Exxon Mobil Corp. | 0.46% | 6,575 | $899K | Reduce -4.4% |
| GS Goldman Sachs Group Inc. | 0.42% | 800 | $809K | No change |
| XLE SS Energy Select Sector | 0.41% | 15,125 | $803K | Reduce -2.3% |
| DE Deere & Co. | 0.33% | 1,000 | $634K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.31% | 13,219 | $599K | Add +0.9% |
| MRK Merck & Co. Inc. | 0.28% | 4,280 | $550K | No change |
| T AT&T Inc. | 0.26% | 24,900 | $515K | No change |
| XLP SS Consumer Staples Sel Sect | 0.26% | 6,185 | $514K | Reduce -2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 891 | $446K | Reduce -28.2% |
| AMD Advanced Micro Devices | 0.22% | 750 | $436K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 551 | $406K | No change |
| BHVN Biohaven Ltd. | 0.21% | 27,000 | $402K | Add +58.8% |
| TKO Tko Group Holdings Inc. | 0.19% | 1,800 | $362K | No change |
| CNI Canadian Natl Railway Co. | 0.18% | 2,932 | $350K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 700 | $334K | No change |
| MAR Marriott International Class A | 0.16% | 850 | $315K | No change |
| NSC Norfolk Southern Corp. | 0.16% | 1,000 | $315K | No change |
| MS Morgan Stanley | 0.16% | 1,500 | $314K | No change |
| LMT Lockheed Martin Corp. | 0.16% | 600 | $306K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 1,985 | $301K | Add +2.6% |
| CVX Chevron Corp. | 0.14% | 1,700 | $282K | No change |
| AMGN Amgen Inc. | 0.14% | 765 | $277K | No change |
| CSCO Cisco Systems Inc. | 0.13% | 2,150 | $253K | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.13% | 125 | $249K | New |
| WFC Wells Fargo & Co. | 0.13% | 3,000 | $248K | No change |
| CMCSA Comcast Corp. Class A | 0.13% | 10,000 | $246K | New |
| XGDVX Gabelli Dividend & Income TR | 0.13% | 8,300 | $244K | No change |
| ABBV Abbvie Inc. | 0.10% | 800 | $201K | Reduce -20.0% |
Portfolio Sells Q1 2026 → Q2 2026
| COST Costco Wholesale Corp. | Reduce -74.9% | 1.18% | −3.69 |
| JNJ Johnson & Johnson | Reduce -35.7% | 4.15% | −1.90 |
| NEE Nextera Energy Inc. | Reduce -25.6% | 3.87% | −1.49 |
| WMT Walmart Inc. | Reduce -15.6% | 4.66% | −1.24 |
| AEP American Electric Power | Reduce -47.6% | 1.51% | −1.18 |
| DUK Duke Energy Corp. | Reduce -31.6% | 2.26% | −1.06 |
| KO The Coca-Cola Co. | Reduce -28.6% | 2.76% | −0.76 |
| WM Waste Management Inc. | Reduce -52.3% | 0.67% | −0.74 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.38 |
| PEP Pepsico Inc. | Reduce -3.4% | 2.27% | −0.35 |
| PG The Procter & Gamble Co. | Reduce -15.5% | 1.62% | −0.22 |
| XOM Exxon Mobil Corp. | Reduce -4.4% | 0.46% | −0.12 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.12 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.12 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -28.2% | 0.23% | −0.07 |
| XLE SS Energy Select Sector | Reduce -2.3% | 0.41% | −0.06 |
| XLC SS Comm Select Sector SPDR | Reduce -2.4% | 0.78% | −0.03 |
| SO The Southern Co. | Reduce -2.9% | 0.65% | −0.01 |
| ABBV Abbvie Inc. | Reduce -20.0% | 0.10% | −0.01 |
| XLP SS Consumer Staples Sel Sect | Reduce -2.3% | 0.26% | +0.00 |
| SYY Sysco Corp. | Reduce -4.2% | 0.49% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 0.54% | +0.08 |
| XLI SS Industrial Select Sector | Reduce -1.2% | 0.59% | +0.08 |
| XLF SS Financial Select Sector | Reduce -3.2% | 1.47% | +0.11 |
| V Visa Inc. Class A | Reduce -0.5% | 0.82% | +0.11 |
| XLY SS Consumer Disc Select Sect | Reduce -0.6% | 1.32% | +0.12 |
| AXP American Express Co. | Reduce -5.9% | 2.23% | +0.17 |
| AMZN Amazon.com Inc. | Reduce -7.8% | 2.47% | +0.19 |
| HD Home Depot Inc. | Reduce -3.7% | 3.79% | +0.22 |
| GOOGL Alphabet Inc. Class A | Reduce -13.4% | 2.49% | +0.24 |
| UNP Union Pacific Corp. | Reduce -0.7% | 2.92% | +0.37 |
| NVDA Nvidia Corp. | Reduce -6.7% | 4.49% | +0.40 |
| XLV SS Health Care Select Sector | Reduce -1.8% | 4.83% | +0.41 |
| UNH Unitedhealth Group Inc. | Reduce -5.0% | 1.23% | +0.41 |
| JPM JPMorgan Chase & Co. | Reduce -5.7% | 6.40% | +0.46 |
| AAPL Apple Inc. | Reduce -4.1% | 4.63% | +0.51 |
| XLK SS Technology Select Sector | Reduce -2.1% | 4.65% | +1.42 |
Portfolio Buys Q1 2026 → Q2 2026
| LLY Eli Lilly & Co. | Add +626.9% | 5.51% | +4.94 |
| GOOG Alphabet Inc. Class C | New | 1.03% | +1.03 |
| MSFT Microsoft Corp. | Add +0.9% | 13.46% | +0.58 |
| CAT Caterpillar Inc. | Add +1.3% | 1.29% | +0.47 |
| AMD Advanced Micro Devices | New | 0.22% | +0.22 |
| BHVN Biohaven Ltd. | Add +58.8% | 0.21% | +0.13 |
| CSCO Cisco Systems Inc. | New | 0.13% | +0.13 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.13% | +0.13 |
| CMCSA Comcast Corp. Class A | New | 0.13% | +0.13 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.9% | 0.31% | +0.01 |
| TJX TJX Companies Inc. | Add +2.6% | 0.15% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 62 | $194.8M | MSFT, JPM, LLY, XLV, WMT |
| Q1 2026 | 61 | $200.1M | MSFT, JNJ, JPM, WMT, NEE |
| Q4 2025 | 64 | $211.5M | MSFT, JPM, WMT, NVDA, XLV |
| Q3 2025 | 61 | $213.9M | MSFT, JPM, HD, NVDA, WMT |
| Q2 2025 | 56 | $196.0M | MSFT, JPM, WMT, HD, XLV |
| Q1 2025 | 60 | $180.6M | MSFT, JPM, HD, AAPL, WMT |
| Q4 2024 | 56 | $178.2M | MSFT, JPM, AAPL, HD, WMT |
| Q3 2024 | 59 | $187.3M | MSFT, JPM, PEP, HD, AAPL |
| Q2 2024 | 64 | $189.5M | MSFT, PEP, JPM, HD, AAPL |
| Q1 2024 | 60 | $177.1M | MSFT, PEP, JPM, HD, XLV |