Constitution Capital LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Constitution Capital LLC reported 61 stock positions worth $200.1 million. Its top holding was Microsoft (MSFT) at 12.9% of the portfolio, followed by Johnson & Johnson (JNJ, 6.0%) and JPMorgan Chase (JPM, 5.9%). Compared with Q4 2025, it opened 3 new positions, sold out of 6, added to 11 and reduced 30. The biggest buy was Johnson & Johnson (JNJ, shares +89%) and the biggest sale Microsoft (MSFT, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- SHELTON, CT
- CIK
- 0001845531
- Portfolio Value
- $200.1M (Q1 2026)
- SEC Filing
- 0001951757-26-000548 ↗ filed Apr 9, 2026
Holdings Value
Holdings 61 stocks · $200.1M
| MSFT Microsoft Corp. | 12.89% | 69,647 | $25.8M | Reduce -27.6% |
| JNJ Johnson & Johnson | 6.05% | 49,495 | $12.1M | Add +89.3% |
| JPM JPMorgan Chase & Co. | 5.94% | 40,406 | $11.9M | Add +1.6% |
| WMT Walmart Inc. | 5.89% | 94,863 | $11.8M | Add +8.0% |
| NEE Nextera Energy Inc. | 5.36% | 115,558 | $10.7M | Add +25.1% |
| COST Costco Wholesale Corp. | 4.87% | 9,777 | $9.7M | Add +120.0% |
| XLV SS Health Care Select Sector | 4.42% | 60,360 | $8.8M | Add +3.5% |
| AAPL Apple Inc. | 4.12% | 32,498 | $8.2M | Add +1.4% |
| NVDA Nvidia Corp. | 4.08% | 46,825 | $8.2M | Reduce -8.3% |
| HD Home Depot Inc. | 3.57% | 21,723 | $7.1M | Reduce -2.4% |
| KO The Coca-Cola Co. | 3.52% | 92,736 | $7.1M | Reduce -19.1% |
| DUK Duke Energy Corp. | 3.32% | 50,713 | $6.6M | Add +35.5% |
| XLK SS Technology Select Sector | 3.23% | 48,584 | $6.5M | Reduce -2.2% |
| AEP American Electric Power | 2.70% | 41,145 | $5.4M | Add +194.4% |
| PEP Pepsico Inc. | 2.63% | 33,851 | $5.3M | Reduce -10.9% |
| UNP Union Pacific Corp. | 2.55% | 21,043 | $5.1M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 2.28% | 21,895 | $4.6M | Reduce -17.4% |
| GOOGL Alphabet Inc. Class A | 2.25% | 15,680 | $4.5M | Reduce -23.9% |
| AXP American Express Co. | 2.07% | 13,675 | $4.1M | Add +3.0% |
| PG The Procter & Gamble Co. | 1.84% | 25,428 | $3.7M | Reduce -19.1% |
| WM Waste Management Inc. | 1.41% | 12,285 | $2.8M | Add +134.0% |
| XLF SS Financial Select Sector | 1.36% | 55,061 | $2.7M | Reduce -3.8% |
| XLY SS Consumer Disc Select Sect | 1.21% | 22,123 | $2.4M | Reduce -4.3% |
| CAT Caterpillar Inc. | 0.82% | 2,330 | $1.7M | No change |
| UNH Unitedhealth Group Inc. | 0.82% | 6,082 | $1.6M | Reduce -9.8% |
| XLC SS Comm Select Sector SPDR | 0.80% | 14,489 | $1.6M | Reduce -5.6% |
| GEV GE Vernova Inc. | 0.74% | 1,697 | $1.5M | No change |
| V Visa Inc. Class A | 0.71% | 4,670 | $1.4M | Reduce -23.1% |
| SO The Southern Co. | 0.66% | 13,675 | $1.3M | Reduce -28.2% |
| XOM Exxon Mobil Corp. | 0.58% | 6,875 | $1.2M | Reduce -22.7% |
| LLY Eli Lilly & Co. | 0.57% | 1,230 | $1.1M | No change |
| XLI SS Industrial Select Sector | 0.50% | 6,240 | $1.0M | Reduce -10.5% |
| XLE SS Energy Select Sector | 0.47% | 15,480 | $948K | Reduce -3.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.46% | 1,412 | $918K | Reduce -2.2% |
| SYY Sysco Corp. | 0.43% | 11,962 | $853K | Reduce -11.9% |
| MCD McDonald's Corp. | 0.38% | 2,435 | $757K | New |
| T AT&T Inc. | 0.36% | 24,900 | $722K | Reduce -4.2% |
| GS Goldman Sachs Group Inc. | 0.34% | 800 | $677K | Reduce -38.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.30% | 13,099 | $601K | Reduce -2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 1,241 | $595K | No change |
| DE Deere & Co. | 0.28% | 1,000 | $563K | No change |
| XLP SS Consumer Staples Sel Sect | 0.26% | 6,329 | $519K | Reduce -10.6% |
| MRK Merck & Co. Inc. | 0.26% | 4,280 | $515K | Reduce -48.9% |
| TKO Tko Group Holdings Inc. | 0.18% | 1,800 | $363K | No change |
| LMT Lockheed Martin Corp. | 0.18% | 600 | $363K | No change |
| CVX Chevron Corp. | 0.18% | 1,700 | $352K | Reduce -46.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 551 | $318K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 1,935 | $309K | Reduce -11.6% |
| CNI Canadian Natl Railway Co. | 0.15% | 2,932 | $301K | No change |
| NSC Norfolk Southern Corp. | 0.14% | 1,000 | $287K | No change |
| MAR Marriott International Class A | 0.14% | 850 | $278K | No change |
| AMGN Amgen Inc. | 0.13% | 765 | $269K | No change |
| MS Morgan Stanley | 0.12% | 1,500 | $247K | Reduce -66.5% |
| WFC Wells Fargo & Co. | 0.12% | 3,000 | $239K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 700 | $237K | No change |
| VZ Verizon Communications Inc. | 0.12% | 4,700 | $236K | New |
| NFLX Netflix Inc. | 0.12% | 2,400 | $231K | No change |
| XGDVX Gabelli Dividend & Income TR | 0.11% | 8,300 | $224K | No change |
| ABBV Abbvie Inc. | 0.11% | 1,000 | $217K | Reduce -33.3% |
| LHX L3HARRIS Technologies Inc. | 0.10% | 600 | $207K | New |
| BHVN Biohaven Ltd. | 0.07% | 17,000 | $144K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -27.6% | 12.89% | −9.12 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.86 |
| GOOGL Alphabet Inc. Class A | Reduce -23.9% | 2.25% | −0.80 |
| AMZN Amazon.com Inc. | Reduce -17.4% | 2.28% | −0.61 |
| NVDA Nvidia Corp. | Reduce -8.3% | 4.08% | −0.42 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.32 |
| V Visa Inc. Class A | Reduce -23.1% | 0.71% | −0.30 |
| PG The Procter & Gamble Co. | Reduce -19.1% | 1.84% | −0.30 |
| KO The Coca-Cola Co. | Reduce -19.1% | 3.52% | −0.27 |
| MS Morgan Stanley | Reduce -66.5% | 0.12% | −0.25 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.25 |
| UNH Unitedhealth Group Inc. | Reduce -9.8% | 0.82% | −0.23 |
| GS Goldman Sachs Group Inc. | Reduce -38.5% | 0.34% | −0.20 |
| MRK Merck & Co. Inc. | Reduce -48.9% | 0.26% | −0.16 |
| XLK SS Technology Select Sector | Reduce -2.2% | 3.23% | −0.15 |
| SO The Southern Co. | Reduce -28.2% | 0.66% | −0.13 |
| XLF SS Financial Select Sector | Reduce -3.8% | 1.36% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.12 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.11 |
| XLY SS Consumer Disc Select Sect | Reduce -4.3% | 1.21% | −0.10 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.10 |
| ABBV Abbvie Inc. | Reduce -33.3% | 0.11% | −0.05 |
| HD Home Depot Inc. | Reduce -2.4% | 3.57% | −0.05 |
| XLC SS Comm Select Sector SPDR | Reduce -5.6% | 0.80% | −0.05 |
| CVX Chevron Corp. | Reduce -46.0% | 0.18% | −0.05 |
| SYY Sysco Corp. | Reduce -11.9% | 0.43% | −0.05 |
| XLI SS Industrial Select Sector | Reduce -10.5% | 0.50% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.2% | 0.46% | −0.01 |
| TJX TJX Companies Inc. | Reduce -11.6% | 0.15% | −0.00 |
| XLP SS Consumer Staples Sel Sect | Reduce -10.6% | 0.26% | −0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -2.7% | 0.30% | +0.03 |
| PEP Pepsico Inc. | Reduce -10.9% | 2.63% | +0.05 |
| T AT&T Inc. | Reduce -4.2% | 0.36% | +0.06 |
| XOM Exxon Mobil Corp. | Reduce -22.7% | 0.58% | +0.08 |
| XLE SS Energy Select Sector | Reduce -3.7% | 0.47% | +0.13 |
| UNP Union Pacific Corp. | Reduce -0.3% | 2.55% | +0.24 |
Portfolio Buys Q4 2025 → Q1 2026
| JNJ Johnson & Johnson | Add +89.3% | 6.05% | +3.49 |
| COST Costco Wholesale Corp. | Add +120.0% | 4.87% | +3.06 |
| AEP American Electric Power | Add +194.4% | 2.70% | +1.93 |
| NEE Nextera Energy Inc. | Add +25.1% | 5.36% | +1.86 |
| WMT Walmart Inc. | Add +8.0% | 5.89% | +1.27 |
| DUK Duke Energy Corp. | Add +35.5% | 3.32% | +1.24 |
| WM Waste Management Inc. | Add +134.0% | 1.41% | +0.87 |
| MCD McDonald's Corp. | New | 0.38% | +0.38 |
| XLV SS Health Care Select Sector | Add +3.5% | 4.42% | +0.15 |
| VZ Verizon Communications Inc. | New | 0.12% | +0.12 |
| LHX L3HARRIS Technologies Inc. | New | 0.10% | +0.10 |
| AAPL Apple Inc. | Add +1.4% | 4.12% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +1.6% | 5.94% | −0.12 |
| AXP American Express Co. | Add +3.0% | 2.07% | −0.26 |
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 |