Constitution Capital LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 17, 2025), Constitution Capital LLC reported 61 stock positions worth $213.9 million. Its top holding was Microsoft (MSFT) at 29.3% of the portfolio, followed by JPMorgan Chase (JPM, 5.8%) and Home Depot (HD, 4.6%). Compared with Q2 2025, it opened 6 new positions, sold out of 1, added to 23 and reduced 24. The biggest buy was Johnson & Johnson (JNJ, shares +53%) and the biggest sale Coca-Cola (KO, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- SHELTON, CT
- CIK
- 0001845531
- Portfolio Value
- $213.9M (Q3 2025)
- SEC Filing
- 0001951757-25-001173 ↗ filed Oct 17, 2025
Holdings Value
Holdings 61 stocks · $213.9M
| MSFT Microsoft Corp. | 29.35% | 121,174 | $62.8M | Add +7.6% |
| JPM JPMorgan Chase & Co. | 5.84% | 39,611 | $12.5M | Reduce -2.2% |
| HD Home Depot Inc. | 4.55% | 24,028 | $9.7M | Add +2.3% |
| NVDA Nvidia Corp. | 4.21% | 48,280 | $9.0M | Add +11.4% |
| WMT Walmart Inc. | 4.19% | 86,951 | $9.0M | Reduce -3.5% |
| AAPL Apple Inc. | 3.84% | 32,243 | $8.2M | Add +1.4% |
| XLV SS Health Care Select Sector | 3.79% | 58,214 | $8.1M | Reduce -2.3% |
| NEE Nextera Energy Inc. | 3.29% | 93,333 | $7.0M | Add +24.0% |
| XLK SS Technology Select Sector | 3.02% | 22,883 | $6.4M | Add +1.1% |
| PEP Pepsico Inc. | 2.55% | 38,816 | $5.5M | Reduce -11.3% |
| UNP Union Pacific Corp. | 2.51% | 22,683 | $5.4M | Reduce -0.6% |
| JNJ Johnson & Johnson | 2.44% | 28,090 | $5.2M | Add +52.6% |
| DUK Duke Energy Corp. | 2.15% | 37,103 | $4.6M | Reduce -0.2% |
| AXP American Express Co. | 1.96% | 12,630 | $4.2M | Add +2.1% |
| AMZN Amazon.com Inc. | 1.95% | 19,040 | $4.2M | Reduce -5.2% |
| KO The Coca-Cola Co. | 1.78% | 57,436 | $3.8M | Reduce -46.7% |
| PG The Procter & Gamble Co. | 1.77% | 24,669 | $3.8M | Reduce -13.0% |
| COST Costco Wholesale Corp. | 1.64% | 3,790 | $3.5M | Reduce -0.3% |
| UNH Unitedhealth Group Inc. | 1.59% | 9,827 | $3.4M | Add +46.6% |
| XLF SS Financial Select Sector | 1.43% | 56,641 | $3.1M | Add +0.1% |
| XLY SS Consumer Disc Select Sect | 1.29% | 11,494 | $2.8M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 1.16% | 10,187 | $2.5M | Add +36.7% |
| META Meta Platforms Inc. Class A | 1.10% | 3,200 | $2.4M | Reduce -14.8% |
| WM Waste Management Inc. | 0.99% | 9,545 | $2.1M | Add +0.6% |
| SO The Southern Co. | 0.91% | 20,555 | $1.9M | Add +20.2% |
| V Visa Inc. Class A | 0.91% | 5,670 | $1.9M | Add +48.4% |
| SYY Sysco Corp. | 0.64% | 16,637 | $1.4M | Reduce -2.5% |
| BA The Boeing Co. | 0.61% | 6,000 | $1.3M | New |
| LLY Eli Lilly & Co. | 0.55% | 1,530 | $1.2M | Add +15.0% |
| CAT Caterpillar Inc. | 0.50% | 2,230 | $1.1M | Add +0.5% |
| AEP American Electric Power | 0.49% | 9,355 | $1.1M | Reduce -24.9% |
| GEV GE Vernova Inc. | 0.49% | 1,697 | $1.0M | Reduce -30.1% |
| XOM Exxon Mobil Corp. | 0.48% | 9,030 | $1.0M | Reduce -9.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 1,459 | $972K | Add +2.7% |
| XLI SS Industrial Select Sector | 0.45% | 6,250 | $964K | Reduce -2.3% |
| XLC SS Comm Select Sector SPDR | 0.37% | 6,694 | $792K | Add +22.5% |
| MS Morgan Stanley | 0.34% | 4,560 | $725K | Add +185.0% |
| GS Goldman Sachs Group Inc. | 0.34% | 900 | $717K | Reduce -2.7% |
| XLE SS Energy Select Sector | 0.33% | 7,958 | $711K | Reduce -22.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 1,256 | $631K | Reduce -7.6% |
| VZ Verizon Communications Inc. | 0.29% | 14,312 | $629K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.25% | 6,194 | $540K | Reduce -0.8% |
| XLP SS Consumer Staples Sel Sect | 0.25% | 6,794 | $532K | Add +0.3% |
| DE Deere & Co. | 0.21% | 1,000 | $457K | No change |
| WFC Wells Fargo & Co. | 0.21% | 5,300 | $444K | No change |
| MRK Merck & Co. Inc. | 0.20% | 5,050 | $424K | Add +27.9% |
| TKO Tko Group Holdings Inc. | 0.18% | 1,900 | $384K | No change |
| TSLA Tesla Inc. | 0.17% | 820 | $365K | New |
| ABBV Abbvie Inc. | 0.16% | 1,500 | $347K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 550 | $330K | Add +0.7% |
| AMGN Amgen Inc. | 0.15% | 1,165 | $329K | Add +52.3% |
| CNI Canadian Natl Railway Co. | 0.15% | 3,432 | $324K | No change |
| NSC Norfolk Southern Corp. | 0.14% | 1,000 | $300K | Reduce -60.0% |
| LMT Lockheed Martin Corp. | 0.14% | 600 | $300K | No change |
| NFLX Netflix Inc. | 0.13% | 240 | $288K | No change |
| CVX Chevron Corp. | 0.12% | 1,708 | $265K | Reduce -39.2% |
| BHVN Biohaven Ltd. | 0.12% | 17,000 | $255K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 1,740 | $252K | Reduce -0.7% |
| MAR Marriott International Class A | 0.12% | 950 | $247K | No change |
| XGDVX Gabelli Dividend & Income TR | 0.11% | 8,300 | $225K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.10% | 4,050 | $209K | New |
Portfolio Sells Q2 2025 → Q3 2025
| KO The Coca-Cola Co. | Reduce -46.7% | 1.78% | −2.11 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.87 |
| PG The Procter & Gamble Co. | Reduce -13.0% | 1.77% | −0.53 |
| PEP Pepsico Inc. | Reduce -11.3% | 2.55% | −0.40 |
| META Meta Platforms Inc. Class A | Reduce -14.8% | 1.10% | −0.32 |
| XLV SS Health Care Select Sector | Reduce -2.3% | 3.79% | −0.31 |
| WMT Walmart Inc. | Reduce -3.5% | 4.19% | −0.30 |
| AMZN Amazon.com Inc. | Reduce -5.2% | 1.95% | −0.29 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 1.64% | −0.28 |
| NSC Norfolk Southern Corp. | Reduce -60.0% | 0.14% | −0.19 |
| UNP Union Pacific Corp. | Reduce -0.6% | 2.51% | −0.17 |
| AEP American Electric Power | Reduce -24.9% | 0.49% | −0.17 |
| GEV GE Vernova Inc. | Reduce -30.1% | 0.49% | −0.17 |
| JPM JPMorgan Chase & Co. | Reduce -2.2% | 5.84% | −0.15 |
| XLE SS Energy Select Sector | Reduce -22.2% | 0.33% | −0.11 |
| DUK Duke Energy Corp. | Reduce -0.2% | 2.15% | −0.09 |
| CVX Chevron Corp. | Reduce -39.2% | 0.12% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -9.6% | 0.48% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.6% | 0.30% | −0.04 |
| XLI SS Industrial Select Sector | Reduce -2.3% | 0.45% | −0.03 |
| SYY Sysco Corp. | Reduce -2.5% | 0.64% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.8% | 0.25% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -2.7% | 0.34% | +0.00 |
| TJX TJX Companies Inc. | Reduce -0.7% | 0.12% | +0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -0.4% | 1.29% | +0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| JNJ Johnson & Johnson | Add +52.6% | 2.44% | +1.00 |
| MSFT Microsoft Corp. | Add +7.6% | 29.35% | +0.77 |
| NVDA Nvidia Corp. | Add +11.4% | 4.21% | +0.72 |
| NEE Nextera Energy Inc. | Add +24.0% | 3.29% | +0.63 |
| BA The Boeing Co. | New | 0.61% | +0.61 |
| UNH Unitedhealth Group Inc. | Add +46.6% | 1.59% | +0.52 |
| AAPL Apple Inc. | Add +1.4% | 3.84% | +0.51 |
| GOOGL Alphabet Inc. Class A | Add +36.7% | 1.16% | +0.49 |
| VZ Verizon Communications Inc. | New | 0.29% | +0.29 |
| MS Morgan Stanley | Add +185.0% | 0.34% | +0.22 |
| V Visa Inc. Class A | Add +48.4% | 0.91% | +0.21 |
| TSLA Tesla Inc. | New | 0.17% | +0.17 |
| ABBV Abbvie Inc. | New | 0.16% | +0.16 |
| HD Home Depot Inc. | Add +2.3% | 4.55% | +0.16 |
| BHVN Biohaven Ltd. | New | 0.12% | +0.12 |
| SO The Southern Co. | Add +20.2% | 0.91% | +0.11 |
| BAC Bank of America Corp. | New | 0.10% | +0.10 |
| XLK SS Technology Select Sector | Add +1.1% | 3.02% | +0.09 |
| XLC SS Comm Select Sector SPDR | Add +22.5% | 0.37% | +0.07 |
| CAT Caterpillar Inc. | Add +0.5% | 0.50% | +0.06 |
| AMGN Amgen Inc. | Add +52.3% | 0.15% | +0.04 |
| MRK Merck & Co. Inc. | Add +27.9% | 0.20% | +0.04 |
| LLY Eli Lilly & Co. | Add +15.0% | 0.55% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.7% | 0.45% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.7% | 0.15% | +0.00 |
| XLP SS Consumer Staples Sel Sect | Add +0.3% | 0.25% | −0.03 |
| AXP American Express Co. | Add +2.1% | 1.96% | −0.05 |
| XLF SS Financial Select Sector | Add +0.1% | 1.43% | −0.09 |
| WM Waste Management Inc. | Add +0.6% | 0.99% | −0.12 |
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 |