Constitution Capital LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 9, 2026), Constitution Capital LLC reported 64 stock positions worth $211.5 million. Its top holding was Microsoft (MSFT) at 22.0% of the portfolio, followed by JPMorgan Chase (JPM, 6.1%) and Walmart (WMT, 4.6%). Compared with Q3 2025, it opened 7 new positions, sold out of 4, added to 27 and reduced 22. The biggest buy was Coca-Cola (KO, shares +100%) and the biggest sale Microsoft (MSFT, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- SHELTON, CT
- CIK
- 0001845531
- Portfolio Value
- $211.5M (Q4 2025)
- SEC Filing
- 0001951757-26-000044 ↗ filed Jan 9, 2026
Holdings Value
Holdings 64 stocks · $211.5M
| MSFT Microsoft Corp. | 22.00% | 96,213 | $46.5M | Reduce -20.6% |
| JPM JPMorgan Chase & Co. | 6.06% | 39,784 | $12.8M | Add +0.4% |
| WMT Walmart Inc. | 4.63% | 87,828 | $9.8M | Add +1.0% |
| NVDA Nvidia Corp. | 4.50% | 51,065 | $9.5M | Add +5.8% |
| XLV SS Health Care Select Sector | 4.27% | 58,305 | $9.0M | Add +0.2% |
| AAPL Apple Inc. | 4.12% | 32,058 | $8.7M | Reduce -0.6% |
| KO The Coca-Cola Co. | 3.79% | 114,661 | $8.0M | Add +99.6% |
| HD Home Depot Inc. | 3.62% | 22,263 | $7.7M | Reduce -7.3% |
| NEE Nextera Energy Inc. | 3.51% | 92,368 | $7.4M | Reduce -1.0% |
| XLK SS Technology Select Sector | 3.38% | 49,664 | $7.2M | Add +8.5% |
| GOOGL Alphabet Inc. Class A | 3.05% | 20,602 | $6.4M | Add +102.2% |
| AMZN Amazon.com Inc. | 2.89% | 26,505 | $6.1M | Add +39.2% |
| PEP Pepsico Inc. | 2.58% | 37,976 | $5.5M | Reduce -2.2% |
| JNJ Johnson & Johnson | 2.56% | 26,145 | $5.4M | Reduce -6.9% |
| AXP American Express Co. | 2.32% | 13,275 | $4.9M | Add +5.1% |
| UNP Union Pacific Corp. | 2.31% | 21,098 | $4.9M | Reduce -7.0% |
| PG The Procter & Gamble Co. | 2.13% | 31,449 | $4.5M | Add +27.5% |
| DUK Duke Energy Corp. | 2.08% | 37,438 | $4.4M | Add +0.9% |
| COST Costco Wholesale Corp. | 1.81% | 4,445 | $3.8M | Add +17.3% |
| XLF SS Financial Select Sector | 1.48% | 57,221 | $3.1M | Add +1.0% |
| XLY SS Consumer Disc Select Sect | 1.31% | 23,113 | $2.8M | Add +0.5% |
| UNH Unitedhealth Group Inc. | 1.05% | 6,742 | $2.2M | Reduce -31.4% |
| V Visa Inc. Class A | 1.01% | 6,070 | $2.1M | Add +7.0% |
| META Meta Platforms Inc. Class A | 0.86% | 2,745 | $1.8M | Reduce -14.2% |
| XLC SS Comm Select Sector SPDR | 0.85% | 15,346 | $1.8M | Add +129.3% |
| SO The Southern Co. | 0.79% | 19,055 | $1.7M | Reduce -7.3% |
| AEP American Electric Power | 0.76% | 13,975 | $1.6M | Add +49.4% |
| CAT Caterpillar Inc. | 0.63% | 2,330 | $1.3M | Add +4.5% |
| LLY Eli Lilly & Co. | 0.63% | 1,230 | $1.3M | Reduce -19.6% |
| WM Waste Management Inc. | 0.55% | 5,250 | $1.2M | Reduce -45.0% |
| GS Goldman Sachs Group Inc. | 0.54% | 1,300 | $1.1M | Add +44.4% |
| GEV GE Vernova Inc. | 0.52% | 1,697 | $1.1M | No change |
| XLI SS Industrial Select Sector | 0.51% | 6,975 | $1.1M | Add +11.6% |
| XOM Exxon Mobil Corp. | 0.51% | 8,895 | $1.1M | Reduce -1.5% |
| SYY Sysco Corp. | 0.47% | 13,582 | $1.0M | Reduce -18.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 1,444 | $984K | Reduce -1.0% |
| MRK Merck & Co. Inc. | 0.42% | 8,380 | $882K | Add +65.9% |
| MS Morgan Stanley | 0.38% | 4,480 | $795K | Reduce -1.8% |
| XLE SS Energy Select Sector | 0.34% | 16,076 | $719K | Add +1.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.32% | 625 | $669K | New |
| T AT&T Inc. | 0.31% | 26,000 | $646K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 1,241 | $624K | Reduce -1.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.27% | 13,462 | $575K | Add +8.7% |
| XLP SS Consumer Staples Sel Sect | 0.26% | 7,079 | $550K | Add +4.2% |
| NEM Newmont Corp. | 0.25% | 5,350 | $534K | New |
| CVX Chevron Corp. | 0.23% | 3,150 | $480K | Add +84.4% |
| DE Deere & Co. | 0.22% | 1,000 | $466K | No change |
| TKO Tko Group Holdings Inc. | 0.18% | 1,800 | $376K | Reduce -5.3% |
| ABBV Abbvie Inc. | 0.16% | 1,500 | $343K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 551 | $338K | Add +0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 2,190 | $336K | Add +25.9% |
| LMT Lockheed Martin Corp. | 0.14% | 600 | $290K | No change |
| CNI Canadian Natl Railway Co. | 0.14% | 2,932 | $290K | Reduce -14.6% |
| NSC Norfolk Southern Corp. | 0.14% | 1,000 | $289K | No change |
| WFC Wells Fargo & Co. | 0.13% | 3,000 | $280K | Reduce -43.4% |
| MAR Marriott International Class A | 0.12% | 850 | $264K | Reduce -10.5% |
| AMGN Amgen Inc. | 0.12% | 765 | $250K | Reduce -34.3% |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 423 | $245K | New |
| GOOG Alphabet Inc. Class C | 0.11% | 740 | $232K | New |
| XGDVX Gabelli Dividend & Income TR | 0.11% | 8,300 | $230K | No change |
| NFLX Netflix Inc. | 0.11% | 2,400 | $225K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 700 | $213K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 1,800 | $205K | New |
| BHVN Biohaven Ltd. | 0.09% | 17,000 | $192K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -20.6% | 22.00% | −7.34 |
| HD Home Depot Inc. | Reduce -7.3% | 3.62% | −0.93 |
| BA The Boeing Co. | Sold out | 0.00% | −0.61 |
| UNH Unitedhealth Group Inc. | Reduce -31.4% | 1.05% | −0.53 |
| WM Waste Management Inc. | Reduce -45.0% | 0.55% | −0.44 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.29 |
| META Meta Platforms Inc. Class A | Reduce -14.2% | 0.86% | −0.24 |
| UNP Union Pacific Corp. | Reduce -7.0% | 2.31% | −0.20 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.17 |
| SYY Sysco Corp. | Reduce -18.4% | 0.47% | −0.17 |
| SO The Southern Co. | Reduce -7.3% | 0.79% | −0.13 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.10 |
| WFC Wells Fargo & Co. | Reduce -43.4% | 0.13% | −0.08 |
| AMGN Amgen Inc. | Reduce -34.3% | 0.12% | −0.04 |
| CNI Canadian Natl Railway Co. | Reduce -14.6% | 0.14% | −0.01 |
| TKO Tko Group Holdings Inc. | Reduce -5.3% | 0.18% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 0.29% | −0.00 |
| MAR Marriott International Class A | Reduce -10.5% | 0.12% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 0.47% | +0.01 |
| PEP Pepsico Inc. | Reduce -2.2% | 2.58% | +0.03 |
| XOM Exxon Mobil Corp. | Reduce -1.5% | 0.51% | +0.03 |
| MS Morgan Stanley | Reduce -1.8% | 0.38% | +0.04 |
| LLY Eli Lilly & Co. | Reduce -19.6% | 0.63% | +0.08 |
| JNJ Johnson & Johnson | Reduce -6.9% | 2.56% | +0.12 |
| NEE Nextera Energy Inc. | Reduce -1.0% | 3.51% | +0.21 |
| AAPL Apple Inc. | Reduce -0.6% | 4.12% | +0.28 |
Portfolio Buys Q3 2025 → Q4 2025
| KO The Coca-Cola Co. | Add +99.6% | 3.79% | +2.01 |
| GOOGL Alphabet Inc. Class A | Add +102.2% | 3.05% | +1.89 |
| AMZN Amazon.com Inc. | Add +39.2% | 2.89% | +0.94 |
| XLC SS Comm Select Sector SPDR | Add +129.3% | 0.85% | +0.48 |
| XLV SS Health Care Select Sector | Add +0.2% | 4.27% | +0.48 |
| WMT Walmart Inc. | Add +1.0% | 4.63% | +0.44 |
| XLK SS Technology Select Sector | Add +8.5% | 3.38% | +0.37 |
| AXP American Express Co. | Add +5.1% | 2.32% | +0.36 |
| PG The Procter & Gamble Co. | Add +27.5% | 2.13% | +0.36 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.32% | +0.32 |
| T AT&T Inc. | New | 0.31% | +0.31 |
| NVDA Nvidia Corp. | Add +5.8% | 4.50% | +0.29 |
| AEP American Electric Power | Add +49.4% | 0.76% | +0.27 |
| NEM Newmont Corp. | New | 0.25% | +0.25 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 6.06% | +0.22 |
| MRK Merck & Co. Inc. | Add +65.9% | 0.42% | +0.22 |
| GS Goldman Sachs Group Inc. | Add +44.4% | 0.54% | +0.21 |
| COST Costco Wholesale Corp. | Add +17.3% | 1.81% | +0.17 |
| CAT Caterpillar Inc. | Add +4.5% | 0.63% | +0.13 |
| TMO Thermo Fisher Scientific Inc. | New | 0.12% | +0.12 |
| GOOG Alphabet Inc. Class C | New | 0.11% | +0.11 |
| CVX Chevron Corp. | Add +84.4% | 0.23% | +0.10 |
| V Visa Inc. Class A | Add +7.0% | 1.01% | +0.10 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.10% | +0.10 |
| DIS The Walt Disney Co. | New | 0.10% | +0.10 |
| XLI SS Industrial Select Sector | Add +11.6% | 0.51% | +0.06 |
| XLF SS Financial Select Sector | Add +1.0% | 1.48% | +0.06 |
| TJX TJX Companies Inc. | Add +25.9% | 0.16% | +0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +8.7% | 0.27% | +0.02 |
| XLY SS Consumer Disc Select Sect | Add +0.5% | 1.31% | +0.02 |
| XLP SS Consumer Staples Sel Sect | Add +4.2% | 0.26% | +0.01 |
| XLE SS Energy Select Sector | Add +1.0% | 0.34% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 0.16% | +0.01 |
| DUK Duke Energy Corp. | Add +0.9% | 2.08% | −0.07 |
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 |