Constitution Capital LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Constitution Capital LLC reported 56 stock positions worth $196.0 million. Its top holding was Microsoft (MSFT) at 28.6% of the portfolio, followed by JPMorgan Chase (JPM, 6.0%) and Walmart (WMT, 4.5%). Compared with Q1 2025, it opened 1 new position, sold out of 5, added to 22 and reduced 22. The biggest buy was Microsoft (MSFT, shares +4%) and the biggest sale Unitedhealth (UNH, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- SHELTON, CT
- CIK
- 0001845531
- Portfolio Value
- $196.0M (Q2 2025)
- SEC Filing
- 0001951757-25-001082 ↗ filed Aug 13, 2025
Holdings Value
Holdings 56 stocks · $196.0M
| MSFT Microsoft Corp. | 28.58% | 112,596 | $56.0M | Add +4.3% |
| JPM JPMorgan Chase & Co. | 5.99% | 40,509 | $11.7M | Add +2.5% |
| WMT Walmart Inc. | 4.49% | 90,081 | $8.8M | Reduce -5.3% |
| HD Home Depot Inc. | 4.39% | 23,478 | $8.6M | Reduce -0.9% |
| XLV SS Health Care Select Sector | 4.10% | 59,551 | $8.0M | Add +6.3% |
| KO The Coca-Cola Co. | 3.89% | 107,669 | $7.6M | Add +46.3% |
| NVDA Nvidia Corp. | 3.49% | 43,340 | $6.8M | Add +10.9% |
| AAPL Apple Inc. | 3.33% | 31,793 | $6.5M | Reduce -17.9% |
| PEP Pepsico Inc. | 2.95% | 43,746 | $5.8M | Reduce -17.0% |
| XLK SS Technology Select Sector | 2.93% | 22,644 | $5.7M | Reduce -0.3% |
| UNP Union Pacific Corp. | 2.68% | 22,823 | $5.3M | Reduce -0.0% |
| NEE Nextera Energy Inc. | 2.67% | 75,290 | $5.2M | Reduce -7.1% |
| PG The Procter & Gamble Co. | 2.30% | 28,344 | $4.5M | Add +0.7% |
| AMZN Amazon.com Inc. | 2.25% | 20,090 | $4.4M | Reduce -35.8% |
| DUK Duke Energy Corp. | 2.24% | 37,179 | $4.4M | Add +11.3% |
| AXP American Express Co. | 2.01% | 12,375 | $3.9M | Reduce -7.1% |
| COST Costco Wholesale Corp. | 1.92% | 3,800 | $3.8M | Reduce -16.0% |
| XLF SS Financial Select Sector | 1.51% | 56,572 | $3.0M | Add +0.4% |
| JNJ Johnson & Johnson | 1.44% | 18,410 | $2.8M | Add +19.2% |
| META Meta Platforms Inc. Class A | 1.41% | 3,755 | $2.8M | Add +29.3% |
| XLY SS Consumer Disc Select Sect | 1.28% | 11,537 | $2.5M | Reduce -0.3% |
| WM Waste Management Inc. | 1.11% | 9,485 | $2.2M | Add +25.1% |
| UNH Unitedhealth Group Inc. | 1.07% | 6,702 | $2.1M | Reduce -24.9% |
| CMCSA Comcast Corp. Class A | 0.87% | 47,800 | $1.7M | Add +110.6% |
| SO The Southern Co. | 0.80% | 17,100 | $1.6M | Add +31.3% |
| V Visa Inc. Class A | 0.69% | 3,820 | $1.4M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 0.67% | 7,452 | $1.3M | Reduce -12.9% |
| AEP American Electric Power | 0.66% | 12,460 | $1.3M | Add +132.5% |
| SYY Sysco Corp. | 0.66% | 17,062 | $1.3M | Reduce -2.5% |
| GEV GE Vernova Inc. | 0.66% | 2,427 | $1.3M | New |
| XOM Exxon Mobil Corp. | 0.55% | 9,990 | $1.1M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 0.53% | 1,330 | $1.0M | No change |
| XLI SS Industrial Select Sector | 0.48% | 6,400 | $944K | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 1,421 | $878K | Add +2.6% |
| XLE SS Energy Select Sector | 0.44% | 10,228 | $867K | Reduce -1.7% |
| CAT Caterpillar Inc. | 0.44% | 2,218 | $861K | Reduce -31.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 1,359 | $660K | Reduce -74.6% |
| GS Goldman Sachs Group Inc. | 0.33% | 925 | $655K | Reduce -22.9% |
| NSC Norfolk Southern Corp. | 0.33% | 2,500 | $640K | Add +25.0% |
| XLC SS Comm Select Sector SPDR | 0.30% | 5,464 | $593K | Add +6.7% |
| XLP SS Consumer Staples Sel Sect | 0.28% | 6,777 | $549K | Add +2.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.26% | 6,245 | $510K | Add +0.2% |
| DE Deere & Co. | 0.26% | 1,000 | $508K | No change |
| WFC Wells Fargo & Co. | 0.22% | 5,300 | $425K | No change |
| CVX Chevron Corp. | 0.21% | 2,810 | $402K | Reduce -17.1% |
| CNI Canadian Natl Railway Co. | 0.18% | 3,432 | $357K | No change |
| TKO Tko Group Holdings Inc. | 0.18% | 1,900 | $346K | No change |
| NFLX Netflix Inc. | 0.16% | 240 | $321K | Add +4.3% |
| MRK Merck & Co. Inc. | 0.16% | 3,950 | $313K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 546 | $301K | No change |
| LMT Lockheed Martin Corp. | 0.14% | 600 | $278K | No change |
| MAR Marriott International Class A | 0.13% | 950 | $260K | Reduce -52.5% |
| MS Morgan Stanley | 0.12% | 1,600 | $225K | Reduce -61.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 1,753 | $216K | No change |
| XGDVX Gabelli Dividend & Income TR | 0.11% | 8,300 | $216K | No change |
| AMGN Amgen Inc. | 0.11% | 765 | $214K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -24.9% | 1.07% | −1.52 |
| AAPL Apple Inc. | Reduce -17.9% | 3.33% | −1.44 |
| PEP Pepsico Inc. | Reduce -17.0% | 2.95% | −1.43 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -74.6% | 0.34% | −1.24 |
| AMZN Amazon.com Inc. | Reduce -35.8% | 2.25% | −1.05 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.58 |
| NEE Nextera Energy Inc. | Reduce -7.1% | 2.67% | −0.51 |
| COST Costco Wholesale Corp. | Reduce -16.0% | 1.92% | −0.45 |
| HD Home Depot Inc. | Reduce -0.9% | 4.39% | −0.41 |
| UNP Union Pacific Corp. | Reduce -0.0% | 2.68% | −0.31 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.19 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.17 |
| MS Morgan Stanley | Reduce -61.0% | 0.12% | −0.15 |
| CAT Caterpillar Inc. | Reduce -31.1% | 0.44% | −0.15 |
| MAR Marriott International Class A | Reduce -52.5% | 0.13% | −0.13 |
| WMT Walmart Inc. | Reduce -5.3% | 4.49% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -2.1% | 0.55% | −0.12 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.12 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.11 |
| CVX Chevron Corp. | Reduce -17.1% | 0.21% | −0.11 |
| XLE SS Energy Select Sector | Reduce -1.7% | 0.44% | −0.10 |
| SYY Sysco Corp. | Reduce -2.5% | 0.66% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -12.9% | 0.67% | −0.06 |
| GS Goldman Sachs Group Inc. | Reduce -22.9% | 0.33% | −0.03 |
| XLY SS Consumer Disc Select Sect | Reduce -0.3% | 1.28% | +0.01 |
| AXP American Express Co. | Reduce -7.1% | 2.01% | +0.03 |
| XLK SS Technology Select Sector | Reduce -0.3% | 2.93% | +0.33 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +4.3% | 28.58% | +6.14 |
| NVDA Nvidia Corp. | Add +10.9% | 3.49% | +1.15 |
| KO The Coca-Cola Co. | Add +46.3% | 3.89% | +0.97 |
| GEV GE Vernova Inc. | New | 0.66% | +0.66 |
| JPM JPMorgan Chase & Co. | Add +2.5% | 5.99% | +0.62 |
| META Meta Platforms Inc. Class A | Add +29.3% | 1.41% | +0.49 |
| CMCSA Comcast Corp. Class A | Add +110.6% | 0.87% | +0.41 |
| AEP American Electric Power | Add +132.5% | 0.66% | +0.34 |
| SO The Southern Co. | Add +31.3% | 0.80% | +0.14 |
| WM Waste Management Inc. | Add +25.1% | 1.11% | +0.14 |
| NSC Norfolk Southern Corp. | Add +25.0% | 0.33% | +0.06 |
| NFLX Netflix Inc. | Add +4.3% | 0.16% | +0.05 |
| XLC SS Comm Select Sector SPDR | Add +6.7% | 0.30% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.6% | 0.45% | +0.02 |
| XLI SS Industrial Select Sector | Add +0.2% | 0.48% | +0.02 |
| JNJ Johnson & Johnson | Add +19.2% | 1.44% | +0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.2% | 0.26% | −0.01 |
| DUK Duke Energy Corp. | Add +11.3% | 2.24% | −0.02 |
| XLP SS Consumer Staples Sel Sect | Add +2.6% | 0.28% | −0.02 |
| V Visa Inc. Class A | Add +2.7% | 0.69% | −0.03 |
| XLF SS Financial Select Sector | Add +0.4% | 1.51% | −0.04 |
| PG The Procter & Gamble Co. | Add +0.7% | 2.30% | −0.35 |
| XLV SS Health Care Select Sector | Add +6.3% | 4.10% | −0.43 |
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 |