Constitution Capital LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Constitution Capital LLC reported 60 stock positions worth $180.6 million. Its top holding was Microsoft (MSFT) at 22.4% of the portfolio, followed by JPMorgan Chase (JPM, 5.4%) and Home Depot (HD, 4.8%). Compared with Q4 2024, it opened 8 new positions, sold out of 4, added to 37 and reduced 10. The biggest buy was Amazon.com (AMZN, shares +95%) and the biggest sale Microsoft (MSFT, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- SHELTON, CT
- CIK
- 0001845531
- Portfolio Value
- $180.6M (Q1 2025)
- SEC Filing
- 0001951757-25-000302 ↗ filed Apr 11, 2025
Holdings Value
Holdings 60 stocks · $180.6M
| MSFT Microsoft Corp. | 22.44% | 107,922 | $40.5M | Reduce -9.8% |
| JPM JPMorgan Chase & Co. | 5.37% | 39,542 | $9.7M | Add +4.1% |
| HD Home Depot Inc. | 4.81% | 23,683 | $8.7M | Add +3.0% |
| AAPL Apple Inc. | 4.76% | 38,728 | $8.6M | Add +8.2% |
| WMT Walmart Inc. | 4.63% | 95,151 | $8.4M | Add +1.1% |
| XLV SS Health Care Select Sector | 4.53% | 56,021 | $8.2M | Reduce -1.6% |
| PEP Pepsico Inc. | 4.38% | 52,708 | $7.9M | Reduce -2.0% |
| AMZN Amazon.com Inc. | 3.30% | 31,280 | $6.0M | Add +94.5% |
| NEE Nextera Energy Inc. | 3.18% | 81,005 | $5.7M | Add +5.3% |
| UNP Union Pacific Corp. | 2.99% | 22,828 | $5.4M | Add +3.2% |
| KO The Coca-Cola Co. | 2.92% | 73,614 | $5.3M | Add +41.2% |
| PG The Procter & Gamble Co. | 2.66% | 28,144 | $4.8M | Add +4.3% |
| XLK SS Technology Select Sector | 2.60% | 22,717 | $4.7M | Add +0.6% |
| UNH Unitedhealth Group Inc. | 2.59% | 8,927 | $4.7M | Add +2.2% |
| COST Costco Wholesale Corp. | 2.37% | 4,525 | $4.3M | Add +43.1% |
| NVDA Nvidia Corp. | 2.35% | 39,090 | $4.2M | Reduce -2.2% |
| DUK Duke Energy Corp. | 2.26% | 33,404 | $4.1M | Add +6.9% |
| AXP American Express Co. | 1.98% | 13,315 | $3.6M | Add +7.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.58% | 5,359 | $2.9M | Add +22.9% |
| XLF SS Financial Select Sector | 1.55% | 56,348 | $2.8M | Add +2.3% |
| JNJ Johnson & Johnson | 1.42% | 15,445 | $2.6M | Add +14.4% |
| XLY SS Consumer Disc Select Sect | 1.27% | 11,577 | $2.3M | Reduce -2.3% |
| WM Waste Management Inc. | 0.97% | 7,585 | $1.8M | Add +9.4% |
| META Meta Platforms Inc. Class A | 0.93% | 2,905 | $1.7M | Add +70.4% |
| GOOGL Alphabet Inc. Class A | 0.73% | 8,552 | $1.3M | Add +14.7% |
| SYY Sysco Corp. | 0.73% | 17,497 | $1.3M | Reduce -4.4% |
| V Visa Inc. Class A | 0.72% | 3,720 | $1.3M | Add +5.7% |
| XOM Exxon Mobil Corp. | 0.67% | 10,205 | $1.2M | Add +20.0% |
| SO The Southern Co. | 0.66% | 13,020 | $1.2M | Add +16.0% |
| LLY Eli Lilly & Co. | 0.61% | 1,330 | $1.1M | Add +2.3% |
| CAT Caterpillar Inc. | 0.59% | 3,218 | $1.1M | Add +38.8% |
| BLK BlackRock Inc. | 0.58% | 1,100 | $1.0M | New |
| XLE SS Energy Select Sector | 0.54% | 10,405 | $972K | Reduce -3.7% |
| CMCSA Comcast Corp. Class A | 0.46% | 22,700 | $838K | New |
| XLI SS Industrial Select Sector | 0.46% | 6,385 | $837K | Add +4.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 1,385 | $775K | Add +11.3% |
| GS Goldman Sachs Group Inc. | 0.36% | 1,200 | $656K | Add +41.2% |
| AEP American Electric Power | 0.32% | 5,360 | $586K | Add +67.0% |
| CVX Chevron Corp. | 0.31% | 3,391 | $567K | Add +79.3% |
| XLP SS Consumer Staples Sel Sect | 0.30% | 6,602 | $539K | Add +5.8% |
| XLC SS Comm Select Sector SPDR | 0.27% | 5,122 | $494K | Add +9.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.27% | 6,230 | $491K | Add +7.5% |
| MS Morgan Stanley | 0.26% | 4,100 | $478K | Add +78.3% |
| MAR Marriott International Class A | 0.26% | 2,000 | $476K | Add +81.8% |
| NSC Norfolk Southern Corp. | 0.26% | 2,000 | $474K | Add +100.0% |
| DE Deere & Co. | 0.26% | 1,000 | $469K | Reduce -16.7% |
| WFC Wells Fargo & Co. | 0.21% | 5,300 | $380K | No change |
| MRK Merck & Co. Inc. | 0.20% | 3,950 | $355K | Reduce -16.8% |
| QCOM Qualcomm Inc. | 0.19% | 2,200 | $338K | New |
| CNI Canadian Natl Railway Co. | 0.19% | 3,432 | $334K | No change |
| CB Chubb Ltd. | 0.17% | 1,000 | $302K | New |
| TKO Tko Group Holdings Inc. | 0.16% | 1,900 | $290K | No change |
| LMT Lockheed Martin Corp. | 0.15% | 600 | $268K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 546 | $256K | Add +2.3% |
| AMGN Amgen Inc. | 0.13% | 765 | $238K | New |
| NFLX Netflix Inc. | 0.12% | 230 | $214K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 1,753 | $214K | Reduce -5.4% |
| ABBV Abbvie Inc. | 0.12% | 1,000 | $210K | New |
| MDT Medtronic PLC | 0.11% | 2,300 | $207K | New |
| XGDVX Gabelli Dividend & Income TR | 0.11% | 8,300 | $200K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -9.8% | 22.44% | −5.86 |
| NVDA Nvidia Corp. | Reduce -2.2% | 2.35% | −0.67 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.31 |
| XLY SS Consumer Disc Select Sect | Reduce -2.3% | 1.27% | −0.23 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.22 |
| PEP Pepsico Inc. | Reduce -2.0% | 4.38% | −0.21 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.16 |
| BHVN Biohaven Ltd. | Sold out | 0.00% | −0.15 |
| MRK Merck & Co. Inc. | Reduce -16.8% | 0.20% | −0.07 |
| SYY Sysco Corp. | Reduce -4.4% | 0.73% | −0.06 |
| DE Deere & Co. | Reduce -16.7% | 0.26% | −0.03 |
| TJX TJX Companies Inc. | Reduce -5.4% | 0.12% | −0.01 |
| XLE SS Energy Select Sector | Reduce -3.7% | 0.54% | +0.02 |
| XLV SS Health Care Select Sector | Reduce -1.6% | 4.53% | +0.13 |
Portfolio Buys Q4 2024 → Q1 2025
| AMZN Amazon.com Inc. | Add +94.5% | 3.30% | +1.32 |
| KO The Coca-Cola Co. | Add +41.2% | 2.92% | +1.10 |
| COST Costco Wholesale Corp. | Add +43.1% | 2.37% | +0.75 |
| BLK BlackRock Inc. | New | 0.58% | +0.58 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +22.9% | 1.58% | +0.47 |
| CMCSA Comcast Corp. Class A | New | 0.46% | +0.46 |
| DUK Duke Energy Corp. | Add +6.9% | 2.26% | +0.37 |
| META Meta Platforms Inc. Class A | Add +70.4% | 0.93% | +0.37 |
| JNJ Johnson & Johnson | Add +14.4% | 1.42% | +0.32 |
| JPM JPMorgan Chase & Co. | Add +4.1% | 5.37% | +0.26 |
| WM Waste Management Inc. | Add +9.4% | 0.97% | +0.19 |
| QCOM Qualcomm Inc. | New | 0.19% | +0.19 |
| CB Chubb Ltd. | New | 0.17% | +0.17 |
| CVX Chevron Corp. | Add +79.3% | 0.31% | +0.16 |
| XOM Exxon Mobil Corp. | Add +20.0% | 0.67% | +0.16 |
| AEP American Electric Power | Add +67.0% | 0.32% | +0.16 |
| UNP Union Pacific Corp. | Add +3.2% | 2.99% | +0.16 |
| SO The Southern Co. | Add +16.0% | 0.66% | +0.14 |
| AMGN Amgen Inc. | New | 0.13% | +0.13 |
| NSC Norfolk Southern Corp. | Add +100.0% | 0.26% | +0.13 |
| NFLX Netflix Inc. | New | 0.12% | +0.12 |
| PG The Procter & Gamble Co. | Add +4.3% | 2.66% | +0.12 |
| ABBV Abbvie Inc. | New | 0.12% | +0.12 |
| CAT Caterpillar Inc. | Add +38.8% | 0.59% | +0.12 |
| MDT Medtronic PLC | New | 0.11% | +0.11 |
| UNH Unitedhealth Group Inc. | Add +2.2% | 2.59% | +0.11 |
| MS Morgan Stanley | Add +78.3% | 0.26% | +0.10 |
| V Visa Inc. Class A | Add +5.7% | 0.72% | +0.10 |
| MAR Marriott International Class A | Add +81.8% | 0.26% | +0.09 |
| GS Goldman Sachs Group Inc. | Add +41.2% | 0.36% | +0.09 |
| NEE Nextera Energy Inc. | Add +5.3% | 3.18% | +0.09 |
| XLF SS Financial Select Sector | Add +2.3% | 1.55% | +0.06 |
| LLY Eli Lilly & Co. | Add +2.3% | 0.61% | +0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +7.5% | 0.27% | +0.03 |
| XLP SS Consumer Staples Sel Sect | Add +5.8% | 0.30% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.3% | 0.43% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +9.5% | 0.27% | +0.02 |
| XLI SS Industrial Select Sector | Add +4.1% | 0.46% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.3% | 0.14% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +14.7% | 0.73% | −0.06 |
| AXP American Express Co. | Add +7.4% | 1.98% | −0.08 |
| WMT Walmart Inc. | Add +1.1% | 4.63% | −0.14 |
| HD Home Depot Inc. | Add +3.0% | 4.81% | −0.21 |
| AAPL Apple Inc. | Add +8.2% | 4.76% | −0.26 |
| XLK SS Technology Select Sector | Add +0.6% | 2.60% | −0.35 |
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 |