Constitution-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "GOOGL",
  "AXP",
  "BLK",
  "CAT",
  "DUK",
  "HD",
  "UNP",
  "QCOM",
  "META",
  "MDT",
  "MSFT",
  "MS",
  null,
  "PEP",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  null,
  null,
  null,
  null,
  "TKO",
  "TJX",
  "GDV",
  null,
  null,
  null,
  "WM",
  "AEP",
  "AMZN",
  "V",
  "WMT",
  "WFC",
  "NSC",
  "SO",
  "SYY",
  "BRK-B",
  "CNI",
  "CVX",
  "CB",
  "KO",
  "CMCSA",
  "COST",
  "DE",
  "NEE",
  "MAR",
  "QQQ",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 60
Total Value: 180573035
Accession Number: 0001951757-25-000302
Form Type: 13F-HR
CIK: constitution-capital
Manager Name: Constitution-Capital

Data Enrichment

87% identified

52 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

60 positions • $180.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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JOHNSON & JOHNSON

JNJ|478160104

Shares:15.4K

Value:$2.6M

% of Portfolio:1.4% ($2.6M/$180.6M)

81369Y407

Shares:11.6K

Value:$2.3M

% of Portfolio:1.3% ($2.3M/$180.6M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:7.6K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$180.6M)

Meta Platforms, Inc.

META|30303M102

Shares:2.9K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$180.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:8.6K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$180.6M)

SYSCO CORP

SYY|871829107

Shares:17.5K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$180.6M)

VISA INC.

V|92826C839

Shares:3.7K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$180.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:10.2K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$180.6M)

SOUTHERN CO

SO|842587107

Shares:13.0K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$180.6M)

ELI LILLY & Co

LLY|532457108

Shares:1.3K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$180.6M)

CATERPILLAR INC

CAT|149123101

Shares:3.2K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$180.6M)

BlackRock, Inc.

BLK|09290D101

Shares:1.1K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$180.6M)

81369Y506

Shares:10.4K

Value:$972.3K

% of Portfolio:0.5% ($972.3K/$180.6M)

COMCAST CORP

CMCSA|20030N101

Shares:22.7K

Value:$837.6K

% of Portfolio:0.5% ($837.6K/$180.6M)

81369Y704

Shares:6.4K

Value:$836.9K

% of Portfolio:0.5% ($836.9K/$180.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.4K

Value:$774.8K

% of Portfolio:0.4% ($774.8K/$180.6M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.2K

Value:$655.5K

% of Portfolio:0.4% ($655.5K/$180.6M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:5.4K

Value:$585.7K

% of Portfolio:0.3% ($585.7K/$180.6M)

CHEVRON CORP

CVX|166764100

Shares:3.4K

Value:$567.3K

% of Portfolio:0.3% ($567.3K/$180.6M)

81369Y308

Shares:6.6K

Value:$539.2K

% of Portfolio:0.3% ($539.2K/$180.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JOHNSON & JOHNSON(JNJcusip478160104)	15.4K	QoQ +14.44% (+1.9K) YoY -1.47% (-232)	All Managers (Combined)	$2.6M	1.4% ($2.6M/$180.6M)	QoQ +31.24% (+$609.8K) YoY +3.28% (-$81.5K)
(cusip81369Y407)✕	11.6K	QoQ -2.27% (-270) YoY -9.44% (-1.2K)	All Managers (Combined)	$2.3M	1.3% ($2.3M/$180.6M)	QoQ -13.99% (-$371.9K) YoY -2.76% (-$64.9K)
WASTE MANAGEMENT INC(WMcusip94106L109)	7.6K	QoQ +9.37% (+650) YoY NEW(+7.6K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$180.6M)	QoQ +25.48% (+$356.6K) YoY NEW(+$1.8M)
Meta Platforms, Inc.(METAcusip30303M102)	2.9K	QoQ +70.38% (+1.2K) YoY +144.11% (+1.7K)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$180.6M)	QoQ +67.71% (+$676.0K) YoY +189.75% (+$1.1M)
Alphabet Inc.(GOOGLcusip02079K305)	8.6K	QoQ +14.73% (-1.1K) YoY +18.44% (+1.3K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$180.6M)	QoQ -6.27% (-$88.6K) YoY +21.36% (+$232.8K)
SYSCO CORP(SYYcusip871829107)	17.5K	QoQ -4.37% (-800) YoY -29.32% (-7.3K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$180.6M)	QoQ -6.14% (-$86.0K) YoY -34.67% (-$696.8K)
VISA INC.(Vcusip92826C839)	3.7K	QoQ +5.68% (+200) YoY -2.87% (-110)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$180.6M)	QoQ +17.19% (+$191.3K) YoY +21.97% (-$234.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	10.2K	QoQ +19.98% (+1.7K) YoY +7.42% (+705)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$180.6M)	QoQ +32.65% (+$298.8K) YoY +9.90% (+$109.4K)
SOUTHERN CO(SOcusip842587107)	13.0K	QoQ +16.04% (+1.8K) YoY +58.78% (+4.8K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$180.6M)	QoQ +29.61% (+$273.6K) YoY +103.51% (+$608.9K)
ELI LILLY & Co(LLYcusip532457108)	1.3K	QoQ +2.30% (+30) YoY -60.35% (-2.0K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$180.6M)	QoQ +9.45% (+$94.9K) YoY -57.91% (-$1.5M)
CATERPILLAR INC(CATcusip149123101)	3.2K	QoQ +38.82% (+900) YoY +60.90% (+1.2K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$180.6M)	QoQ +26.21% (+$220.4K) YoY +44.81% (+$328.4K)
BlackRock, Inc.(BLKcusip09290D101)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$180.6M)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
(cusip81369Y506)✕	10.4K	QoQ -3.70% (-400) YoY +177.46% (+6.7K)	All Managers (Combined)	$972.3K	0.5% ($972.3K/$180.6M)	QoQ +5.05% (-$46.8K) YoY +174.64% (+$618.3K)
COMCAST CORP(CMCSAcusip20030N101)	22.7K	QoQ NEW(+22.7K) YoY +118.16% (+12.3K)	All Managers (Combined)	$837.6K	0.5% ($837.6K/$180.6M)	QoQ NEW(+$837.6K) YoY +85.70% (+$386.6K)
(cusip81369Y704)✕	6.4K	QoQ +4.07% (+250) YoY +11.60% (+664)	All Managers (Combined)	$836.9K	0.5% ($836.9K/$180.6M)	QoQ +3.52% (+$28.5K) YoY +16.13% (+$116.3K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.4K	QoQ +11.33% (+141) YoY +14.93% (+180)	All Managers (Combined)	$774.8K	0.4% ($774.8K/$180.6M)	QoQ +6.26% (+$45.7K) YoY +22.91% (+$144.5K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.2K	QoQ +41.17% (+350) YoY +100.00% (+600)	All Managers (Combined)	$655.5K	0.4% ($655.5K/$180.6M)	QoQ +34.68% (+$168.8K) YoY +161.57% (+$404.9K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	5.4K	QoQ +66.97% (+2.1K) YoY -39.77% (-3.5K)	All Managers (Combined)	$585.7K	0.3% ($585.7K/$180.6M)	QoQ +97.82% (+$289.6K) YoY -23.56% (-$180.6K)
CHEVRON CORP(CVXcusip166764100)	3.4K	QoQ +79.32% (+1.5K) YoY +36.95% (+915)	All Managers (Combined)	$567.3K	0.3% ($567.3K/$180.6M)	QoQ +107.11% (+$293.4K) YoY +45.24% (+$176.7K)
(cusip81369Y308)✕	6.6K	QoQ +5.80% (+362) YoY +18.44% (+1.0K)	All Managers (Combined)	$539.2K	0.3% ($539.2K/$180.6M)	QoQ +9.91% (+$48.7K) YoY +26.67% (+$113.6K)