Constitution Capital LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 15, 2024), Constitution Capital LLC reported 60 stock positions worth $177.1 million. Its top holding was Microsoft (MSFT) at 29.7% of the portfolio, followed by Pepsico (PEP, 9.3%) and JPMorgan Chase (JPM, 6.6%). Compared with Q4 2023, it opened 5 new positions, sold out of 8, added to 28 and reduced 21. The biggest buy was Microsoft (MSFT, shares +3%) and the biggest sale Apple (AAPL, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- SHELTON, CT
- CIK
- 0001845531
- Portfolio Value
- $177.1M (Q1 2024)
- SEC Filing
- 0001951757-24-000271 ↗ filed Apr 15, 2024
Holdings Value
Holdings 60 stocks · $177.1M
| MSFT Microsoft Corp. | 29.67% | 124,877 | $52.5M | Add +3.2% |
| PEP Pepsico Inc. | 9.30% | 94,059 | $16.5M | Reduce -3.2% |
| JPM JPMorgan Chase & Co. | 6.58% | 58,148 | $11.6M | Reduce -0.2% |
| HD Home Depot Inc. | 5.42% | 25,038 | $9.6M | Add +2.7% |
| XLV SS Health Care Select Sector | 4.49% | 53,806 | $7.9M | Add +3.0% |
| AAPL Apple Inc. | 3.62% | 37,337 | $6.4M | Reduce -49.8% |
| WMT Walmart Inc. | 3.12% | 91,896 | $5.5M | Add +1.8% |
| UNP Union Pacific Corp. | 2.97% | 21,349 | $5.3M | Reduce -0.3% |
| NEE Nextera Energy Inc. | 2.93% | 81,130 | $5.2M | Add +3.6% |
| PG The Procter & Gamble Co. | 2.64% | 28,857 | $4.7M | Add +12.5% |
| UNH Unitedhealth Group Inc. | 2.45% | 8,769 | $4.3M | Reduce -4.2% |
| XLK SS Technology Select Sector | 2.22% | 18,885 | $3.9M | Add +18.2% |
| NVDA Nvidia Corp. | 1.79% | 3,506 | $3.2M | Add +34.4% |
| DUK Duke Energy Corp. | 1.60% | 29,253 | $2.8M | Add +9.9% |
| LLY Eli Lilly & Co. | 1.47% | 3,355 | $2.6M | Add +653.9% |
| JNJ Johnson & Johnson | 1.40% | 15,677 | $2.5M | Add +1.9% |
| KO The Coca-Cola Co. | 1.33% | 38,434 | $2.4M | Add +61.6% |
| XLY SS Consumer Disc Select Sect | 1.33% | 12,785 | $2.4M | Add +1.4% |
| AXP American Express Co. | 1.22% | 9,450 | $2.2M | Reduce -1.1% |
| SYY Sysco Corp. | 1.14% | 24,757 | $2.0M | Reduce -1.6% |
| PLD Prologis Inc. | 1.02% | 13,900 | $1.8M | Add +8.6% |
| AMZN Amazon.com Inc. | 1.01% | 9,902 | $1.8M | Add +19.3% |
| XOM Exxon Mobil Corp. | 0.62% | 9,500 | $1.1M | Add +187.9% |
| GOOGL Alphabet Inc. Class A | 0.62% | 7,220 | $1.1M | Reduce -38.7% |
| V Visa Inc. Class A | 0.60% | 3,830 | $1.1M | Reduce -50.5% |
| MCD McDonald's Corp. | 0.54% | 3,420 | $964K | Add +7.4% |
| COST Costco Wholesale Corp. | 0.53% | 1,280 | $938K | Reduce -11.7% |
| UPS United Parcel Service Class B | 0.53% | 6,264 | $931K | Reduce -3.1% |
| AEP American Electric Power | 0.43% | 8,900 | $766K | Reduce -14.5% |
| XLF SS Financial Select Sector | 0.42% | 17,684 | $745K | Add +3.8% |
| CAT Caterpillar Inc. | 0.41% | 2,000 | $733K | Add +5.3% |
| DE Deere & Co. | 0.41% | 1,775 | $729K | Reduce -26.2% |
| XLI SS Industrial Select Sector | 0.41% | 5,721 | $721K | Add +1.8% |
| ELV Elevance Health Inc. | 0.38% | 1,300 | $674K | No change |
| MRK Merck & Co. Inc. | 0.36% | 4,850 | $640K | Add +34.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 1,205 | $630K | Add +5.9% |
| SO The Southern Co. | 0.33% | 8,200 | $588K | Add +20.4% |
| META Meta Platforms Inc. Class A | 0.33% | 1,190 | $578K | New |
| CNI Canadian Natl Railway Co. | 0.26% | 3,532 | $465K | Reduce -9.1% |
| CMCSA Comcast Corp. Class A | 0.25% | 10,405 | $451K | Reduce -2.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.25% | 1,050 | $439K | New |
| XLP SS Consumer Staples Sel Sect | 0.24% | 5,574 | $426K | Add +3.2% |
| CVX Chevron Corp. | 0.22% | 2,476 | $391K | Add +32.0% |
| MA Mastercard Inc. Class A | 0.22% | 800 | $385K | No change |
| BHVN Biohaven Ltd. | 0.22% | 7,000 | $383K | No change |
| XLE SS Energy Select Sector | 0.20% | 3,750 | $354K | Add +15.4% |
| VZ Verizon Communications Inc. | 0.18% | 7,800 | $327K | Reduce -9.5% |
| MAR Marriott International Class A | 0.18% | 1,296 | $327K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 8,600 | $326K | Reduce -5.5% |
| MDT Medtronic PLC | 0.18% | 3,600 | $314K | Reduce -5.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.18% | 4,734 | $311K | Add +4.0% |
| WFC Wells Fargo & Co. | 0.17% | 5,300 | $307K | No change |
| NSC Norfolk Southern Corp. | 0.14% | 1,000 | $255K | No change |
| XLC SS Comm Select Sector SPDR | 0.14% | 3,118 | $255K | Add +3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 598 | $251K | New |
| GS Goldman Sachs Group Inc. | 0.14% | 600 | $251K | Reduce -40.0% |
| LMT Lockheed Martin Corp. | 0.13% | 500 | $227K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 2,193 | $222K | Reduce -82.2% |
| AMGN Amgen Inc. | 0.12% | 765 | $218K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 453 | $201K | Reduce -8.1% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -49.8% | 3.62% | −5.03 |
| PEP Pepsico Inc. | Reduce -3.2% | 9.30% | −0.66 |
| V Visa Inc. Class A | Reduce -50.5% | 0.60% | −0.61 |
| TJX TJX Companies Inc. | Reduce -82.2% | 0.13% | −0.57 |
| UNH Unitedhealth Group Inc. | Reduce -4.2% | 2.45% | −0.46 |
| GOOGL Alphabet Inc. Class A | Reduce -38.7% | 0.62% | −0.38 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.23 |
| UNP Union Pacific Corp. | Reduce -0.3% | 2.97% | −0.21 |
| DE Deere & Co. | Reduce -26.2% | 0.41% | −0.17 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.15 |
| BA The Boeing Co. | Sold out | 0.00% | −0.14 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.13 |
| GS Goldman Sachs Group Inc. | Reduce -40.0% | 0.14% | −0.09 |
| XMUIX BlackRock Municipal Income | Sold out | 0.00% | −0.09 |
| UPS United Parcel Service Class B | Reduce -3.1% | 0.53% | −0.09 |
| AEP American Electric Power | Reduce -14.5% | 0.43% | −0.08 |
| NRK Nuveen NY Amt-FR Muni Inc. | Sold out | 0.00% | −0.07 |
| NUV Nuveen Municipal Value | Sold out | 0.00% | −0.07 |
| JPC Nuveen Prefered & Income Opp | Sold out | 0.00% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -11.7% | 0.53% | −0.05 |
| CNI Canadian Natl Railway Co. | Reduce -9.1% | 0.26% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -2.8% | 0.25% | −0.03 |
| MDT Medtronic PLC | Reduce -5.3% | 0.18% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -9.5% | 0.18% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.1% | 0.11% | −0.01 |
| BAC Bank of America Corp. | Reduce -5.5% | 0.18% | −0.00 |
| SYY Sysco Corp. | Reduce -1.6% | 1.14% | +0.02 |
| AXP American Express Co. | Reduce -1.1% | 1.22% | +0.14 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 6.58% | +0.60 |
Portfolio Buys Q4 2023 → Q1 2024
| MSFT Microsoft Corp. | Add +3.2% | 29.67% | +2.22 |
| LLY Eli Lilly & Co. | Add +653.9% | 1.47% | +1.32 |
| NVDA Nvidia Corp. | Add +34.4% | 1.79% | +1.01 |
| KO The Coca-Cola Co. | Add +61.6% | 1.33% | +0.48 |
| XOM Exxon Mobil Corp. | Add +187.9% | 0.62% | +0.42 |
| PG The Procter & Gamble Co. | Add +12.5% | 2.64% | +0.38 |
| XLK SS Technology Select Sector | Add +18.2% | 2.22% | +0.36 |
| META Meta Platforms Inc. Class A | New | 0.33% | +0.33 |
| HD Home Depot Inc. | Add +2.7% | 5.42% | +0.32 |
| WMT Walmart Inc. | Add +1.8% | 3.12% | +0.26 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.25% | +0.25 |
| AMZN Amazon.com Inc. | Add +19.3% | 1.01% | +0.25 |
| XLV SS Health Care Select Sector | Add +3.0% | 4.49% | +0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.14% | +0.14 |
| LMT Lockheed Martin Corp. | New | 0.13% | +0.13 |
| MRK Merck & Co. Inc. | Add +34.7% | 0.36% | +0.12 |
| AMGN Amgen Inc. | New | 0.12% | +0.12 |
| CAT Caterpillar Inc. | Add +5.3% | 0.41% | +0.07 |
| NEE Nextera Energy Inc. | Add +3.6% | 2.93% | +0.06 |
| CVX Chevron Corp. | Add +32.0% | 0.22% | +0.05 |
| SO The Southern Co. | Add +20.4% | 0.33% | +0.04 |
| DUK Duke Energy Corp. | Add +9.9% | 1.60% | +0.04 |
| XLE SS Energy Select Sector | Add +15.4% | 0.20% | +0.04 |
| XLF SS Financial Select Sector | Add +3.8% | 0.42% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.9% | 0.36% | +0.03 |
| XLI SS Industrial Select Sector | Add +1.8% | 0.41% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +3.3% | 0.14% | +0.01 |
| XLP SS Consumer Staples Sel Sect | Add +3.2% | 0.24% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +4.0% | 0.18% | +0.00 |
| PLD Prologis Inc. | Add +8.6% | 1.02% | −0.01 |
| MCD McDonald's Corp. | Add +7.4% | 0.54% | −0.03 |
| XLY SS Consumer Disc Select Sect | Add +1.4% | 1.33% | −0.03 |
| JNJ Johnson & Johnson | Add +1.9% | 1.40% | −0.05 |
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 |