Constitution Capital LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Constitution Capital LLC reported 56 stock positions worth $178.2 million. Its top holding was Microsoft (MSFT) at 28.3% of the portfolio, followed by JPMorgan Chase (JPM, 5.1%) and Apple (AAPL, 5.0%). Compared with Q3 2024, it opened 4 new positions, sold out of 7, added to 28 and reduced 18. The biggest buy was Costco Wholesale (COST, shares +462%) and the biggest sale JPMorgan Chase (JPM, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- SHELTON, CT
- CIK
- 0001845531
- Portfolio Value
- $178.2M (Q4 2024)
- SEC Filing
- 0001951757-25-000023 ↗ filed Jan 15, 2025
Holdings Value
Holdings 56 stocks · $178.2M
| MSFT Microsoft Corp. | 28.30% | 119,658 | $50.4M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 5.11% | 37,997 | $9.1M | Reduce -36.7% |
| AAPL Apple Inc. | 5.03% | 35,788 | $9.0M | Reduce -0.4% |
| HD Home Depot Inc. | 5.02% | 22,983 | $8.9M | Reduce -1.6% |
| WMT Walmart Inc. | 4.77% | 94,116 | $8.5M | Add +1.8% |
| PEP Pepsico Inc. | 4.59% | 53,787 | $8.2M | Reduce -17.7% |
| XLV SS Health Care Select Sector | 4.40% | 56,949 | $7.8M | Add +5.5% |
| NEE Nextera Energy Inc. | 3.10% | 76,955 | $5.5M | Reduce -16.8% |
| NVDA Nvidia Corp. | 3.01% | 39,970 | $5.4M | Add +6.0% |
| XLK SS Technology Select Sector | 2.95% | 22,593 | $5.3M | Add +13.2% |
| UNP Union Pacific Corp. | 2.83% | 22,128 | $5.0M | Add +3.6% |
| PG The Procter & Gamble Co. | 2.54% | 26,996 | $4.5M | Reduce -1.4% |
| UNH Unitedhealth Group Inc. | 2.48% | 8,737 | $4.4M | Add +0.9% |
| AXP American Express Co. | 2.06% | 12,400 | $3.7M | Add +19.8% |
| AMZN Amazon.com Inc. | 1.98% | 16,080 | $3.5M | Add +10.3% |
| DUK Duke Energy Corp. | 1.89% | 31,254 | $3.4M | Add +12.9% |
| KO The Coca-Cola Co. | 1.82% | 52,144 | $3.2M | Reduce -38.1% |
| COST Costco Wholesale Corp. | 1.62% | 3,161 | $2.9M | Add +462.5% |
| XLF SS Financial Select Sector | 1.49% | 55,098 | $2.7M | Add +188.5% |
| XLY SS Consumer Disc Select Sect | 1.49% | 11,847 | $2.7M | Add +4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.11% | 4,359 | $2.0M | Reduce -57.5% |
| JNJ Johnson & Johnson | 1.09% | 13,495 | $2.0M | Add +9.3% |
| GOOGL Alphabet Inc. Class A | 0.79% | 7,454 | $1.4M | Reduce -9.3% |
| WM Waste Management Inc. | 0.79% | 6,935 | $1.4M | New |
| SYY Sysco Corp. | 0.78% | 18,297 | $1.4M | Reduce -5.7% |
| V Visa Inc. Class A | 0.62% | 3,520 | $1.1M | Add +2.6% |
| LLY Eli Lilly & Co. | 0.56% | 1,300 | $1.0M | Add +1.6% |
| META Meta Platforms Inc. Class A | 0.56% | 1,705 | $998K | Reduce -2.0% |
| XLE SS Energy Select Sector | 0.52% | 10,805 | $926K | Add +148.1% |
| SO The Southern Co. | 0.52% | 11,220 | $924K | Add +13.7% |
| XOM Exxon Mobil Corp. | 0.51% | 8,505 | $915K | Add +95.7% |
| CAT Caterpillar Inc. | 0.47% | 2,318 | $841K | Add +14.9% |
| XLI SS Industrial Select Sector | 0.45% | 6,135 | $808K | Add +3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 1,244 | $729K | Reduce -1.1% |
| UPS United Parcel Service Class B | 0.31% | 4,344 | $548K | No change |
| DE Deere & Co. | 0.29% | 1,200 | $508K | Reduce -2.0% |
| XLP SS Consumer Staples Sel Sect | 0.28% | 6,240 | $491K | Add +7.7% |
| GS Goldman Sachs Group Inc. | 0.27% | 850 | $487K | Add +41.7% |
| MRK Merck & Co. Inc. | 0.27% | 4,750 | $473K | Reduce -4.0% |
| XLC SS Comm Select Sector SPDR | 0.25% | 4,677 | $453K | Add +11.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.25% | 5,796 | $439K | Add +12.2% |
| PANW Palo Alto Networks Inc. | 0.22% | 2,200 | $400K | New |
| WFC Wells Fargo & Co. | 0.21% | 5,300 | $372K | No change |
| CNI Canadian Natl Railway Co. | 0.20% | 3,432 | $348K | Reduce -2.8% |
| MAR Marriott International Class A | 0.17% | 1,100 | $307K | Reduce -15.1% |
| AEP American Electric Power | 0.17% | 3,210 | $296K | Add +10.3% |
| LMT Lockheed Martin Corp. | 0.16% | 600 | $292K | Add +20.0% |
| MS Morgan Stanley | 0.16% | 2,300 | $289K | New |
| PRU Prudential Financial Inc. | 0.16% | 2,400 | $284K | New |
| CVX Chevron Corp. | 0.15% | 1,891 | $274K | Add +11.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 534 | $273K | Add +5.3% |
| TKO Tko Group Holdings Inc. | 0.15% | 1,900 | $270K | No change |
| BHVN Biohaven Ltd. | 0.15% | 7,000 | $261K | No change |
| NSC Norfolk Southern Corp. | 0.13% | 1,000 | $235K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 1,853 | $224K | Reduce -5.1% |
| XGDVX Gabelli Dividend & Income TR | 0.11% | 8,300 | $200K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| JPM JPMorgan Chase & Co. | Reduce -36.7% | 5.11% | −1.65 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -57.5% | 1.11% | −1.42 |
| KO The Coca-Cola Co. | Reduce -38.1% | 1.82% | −1.41 |
| PEP Pepsico Inc. | Reduce -17.7% | 4.59% | −1.35 |
| NEE Nextera Energy Inc. | Reduce -16.8% | 3.10% | −1.08 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.54 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.36 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.30 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.14 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.13 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.13 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.11 |
| HD Home Depot Inc. | Reduce -1.6% | 5.02% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -4.0% | 0.27% | −0.04 |
| CNI Canadian Natl Railway Co. | Reduce -2.8% | 0.20% | −0.03 |
| SYY Sysco Corp. | Reduce -5.7% | 0.78% | −0.02 |
| MAR Marriott International Class A | Reduce -15.1% | 0.17% | +0.00 |
| TJX TJX Companies Inc. | Reduce -5.1% | 0.13% | +0.00 |
| PG The Procter & Gamble Co. | Reduce -1.4% | 2.54% | +0.01 |
| DE Deere & Co. | Reduce -2.0% | 0.29% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 0.41% | +0.02 |
| META Meta Platforms Inc. Class A | Reduce -2.0% | 0.56% | +0.03 |
| MSFT Microsoft Corp. | Reduce -2.6% | 28.30% | +0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -9.3% | 0.79% | +0.06 |
| AAPL Apple Inc. | Reduce -0.4% | 5.03% | +0.56 |
Portfolio Buys Q3 2024 → Q4 2024
| COST Costco Wholesale Corp. | Add +462.5% | 1.62% | +1.36 |
| XLF SS Financial Select Sector | Add +188.5% | 1.49% | +1.03 |
| WM Waste Management Inc. | New | 0.79% | +0.79 |
| WMT Walmart Inc. | Add +1.8% | 4.77% | +0.78 |
| AXP American Express Co. | Add +19.8% | 2.06% | +0.57 |
| NVDA Nvidia Corp. | Add +6.0% | 3.01% | +0.57 |
| XLK SS Technology Select Sector | Add +13.2% | 2.95% | +0.54 |
| AMZN Amazon.com Inc. | Add +10.3% | 1.98% | +0.53 |
| XLE SS Energy Select Sector | Add +148.1% | 0.52% | +0.32 |
| XLY SS Consumer Disc Select Sect | Add +4.4% | 1.49% | +0.28 |
| XOM Exxon Mobil Corp. | Add +95.7% | 0.51% | +0.24 |
| PANW Palo Alto Networks Inc. | New | 0.22% | +0.22 |
| DUK Duke Energy Corp. | Add +12.9% | 1.89% | +0.19 |
| MS Morgan Stanley | New | 0.16% | +0.16 |
| PRU Prudential Financial Inc. | New | 0.16% | +0.16 |
| V Visa Inc. Class A | Add +2.6% | 0.62% | +0.12 |
| GS Goldman Sachs Group Inc. | Add +41.7% | 0.27% | +0.11 |
| XLC SS Comm Select Sector SPDR | Add +11.2% | 0.25% | +0.05 |
| CAT Caterpillar Inc. | Add +14.9% | 0.47% | +0.05 |
| SO The Southern Co. | Add +13.7% | 0.52% | +0.04 |
| JNJ Johnson & Johnson | Add +9.3% | 1.09% | +0.03 |
| XLI SS Industrial Select Sector | Add +3.9% | 0.45% | +0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +12.2% | 0.25% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.3% | 0.15% | +0.02 |
| CVX Chevron Corp. | Add +11.8% | 0.15% | +0.02 |
| UNP Union Pacific Corp. | Add +3.6% | 2.83% | +0.02 |
| XLP SS Consumer Staples Sel Sect | Add +7.7% | 0.28% | +0.02 |
| LMT Lockheed Martin Corp. | Add +20.0% | 0.16% | +0.01 |
| AEP American Electric Power | Add +10.3% | 0.17% | +0.01 |
| LLY Eli Lilly & Co. | Add +1.6% | 0.56% | −0.04 |
| XLV SS Health Care Select Sector | Add +5.5% | 4.40% | −0.04 |
| UNH Unitedhealth Group Inc. | Add +0.9% | 2.48% | −0.22 |
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 |