Constitution Capital LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 60Value: $180.6MLatest: 2025Q1

Constitution Capital LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 60 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

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MICROSOFT CORP

MSFT|594918104

Shares:107.9K

Value:$40.5M

% of Portfolio:22.4% ($40.5M/$180.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:39.5K

Value:$9.7M

% of Portfolio:5.4% ($9.7M/$180.6M)

HOME DEPOT, INC.

HD|437076102

Shares:23.7K

Value:$8.7M

% of Portfolio:4.8% ($8.7M/$180.6M)

Apple Inc.

AAPL|037833100

Shares:38.7K

Value:$8.6M

% of Portfolio:4.8% ($8.6M/$180.6M)

Walmart Inc.

WMT|931142103

Shares:95.2K

Value:$8.4M

% of Portfolio:4.6% ($8.4M/$180.6M)

81369Y209

Shares:56.0K

Value:$8.2M

% of Portfolio:4.5% ($8.2M/$180.6M)

PEPSICO INC

PEP|713448108

Shares:52.7K

Value:$7.9M

% of Portfolio:4.4% ($7.9M/$180.6M)

AMAZON COM INC

AMZN|023135106

Shares:31.3K

Value:$6.0M

% of Portfolio:3.3% ($6.0M/$180.6M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:81.0K

Value:$5.7M

% of Portfolio:3.2% ($5.7M/$180.6M)

UNION PACIFIC CORP

UNP|907818108

Shares:22.8K

Value:$5.4M

% of Portfolio:3.0% ($5.4M/$180.6M)

COCA COLA CO

KO|191216100

Shares:73.6K

Value:$5.3M

% of Portfolio:2.9% ($5.3M/$180.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:28.1K

Value:$4.8M

% of Portfolio:2.7% ($4.8M/$180.6M)

81369Y803

XLK|81369Y803

Shares:22.7K

Value:$4.7M

% of Portfolio:2.6% ($4.7M/$180.6M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:8.9K

Value:$4.7M

% of Portfolio:2.6% ($4.7M/$180.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:4.5K

Value:$4.3M

% of Portfolio:2.4% ($4.3M/$180.6M)

NVIDIA CORP

NVDA|67066G104

Shares:39.1K

Value:$4.2M

% of Portfolio:2.3% ($4.2M/$180.6M)

Duke Energy CORP

DUK|26441C204

Shares:33.4K

Value:$4.1M

% of Portfolio:2.3% ($4.1M/$180.6M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:13.3K

Value:$3.6M

% of Portfolio:2.0% ($3.6M/$180.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.4K

Value:$2.9M

% of Portfolio:1.6% ($2.9M/$180.6M)

81369Y605

Shares:56.3K

Value:$2.8M

% of Portfolio:1.6% ($2.8M/$180.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	107.9K	QoQ -9.80% (-11.7K) YoY -13.57% (-17.0K)	All Managers (Combined)	$40.5M	22.4% ($40.5M/$180.6M)	QoQ -19.67% (-$9.9M) YoY -22.88% (-$12.0M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	39.5K	QoQ +4.06% (+1.5K) YoY -31.99% (-18.6K)	All Managers (Combined)	$9.7M	5.4% ($9.7M/$180.6M)	QoQ +6.49% (+$591.4K) YoY -16.72% (-$1.9M)
HOME DEPOT, INC.(HDcusip437076102)	23.7K	QoQ +3.04% (-700) YoY -5.41% (-1.4K)	All Managers (Combined)	$8.7M	4.8% ($8.7M/$180.6M)	QoQ -2.91% (-$260.6K) YoY -9.63% (-$925.0K)
Apple Inc.(AAPLcusip037833100)	38.7K	QoQ +8.21% (-2.9K) YoY +3.72% (+1.4K)	All Managers (Combined)	$8.6M	4.8% ($8.6M/$180.6M)	QoQ -4.01% (-$359.4K) YoY +34.36% (+$2.2M)
Walmart Inc.(WMTcusip931142103)	95.2K	QoQ +1.09% (-1.0K) YoY +3.54% (+3.3K)	All Managers (Combined)	$8.4M	4.6% ($8.4M/$180.6M)	QoQ -1.76% (-$150.1K) YoY +51.07% (+$2.8M)
(cusip81369Y209)✕	56.0K	QoQ -1.62% (-928) YoY +4.11% (+2.2K)	All Managers (Combined)	$8.2M	4.5% ($8.2M/$180.6M)	QoQ +4.40% (-$345.2K) YoY +2.90% (+$230.9K)
PEPSICO INC(PEPcusip713448108)	52.7K	QoQ -2.00% (-1.1K) YoY -43.96% (-41.4K)	All Managers (Combined)	$7.9M	4.4% ($7.9M/$180.6M)	QoQ -3.37% (-$275.8K) YoY -51.99% (-$8.6M)
AMAZON COM INC(AMZNcusip023135106)	31.3K	QoQ +94.52% (+15.2K) YoY +215.89% (+21.4K)	All Managers (Combined)	$6.0M	3.3% ($6.0M/$180.6M)	QoQ +68.69% (+$2.4M) YoY +233.19% (+$4.2M)
NEXTERA ENERGY INC(NEEcusip65339F101)	81.0K	QoQ +5.26% (+4.0K) YoY -0.15% (-125)	All Managers (Combined)	$5.7M	3.2% ($5.7M/$180.6M)	QoQ +4.08% (+$225.5K) YoY +10.75% (-$557.4K)
UNION PACIFIC CORP(UNPcusip907818108)	22.8K	QoQ +3.16% (+700) YoY +6.92% (+1.5K)	All Managers (Combined)	$5.4M	3.0% ($5.4M/$180.6M)	QoQ +6.87% (+$346.8K) YoY +2.71% (+$142.5K)
COCA COLA CO(KOcusip191216100)	73.6K	QoQ +41.17% (+21.5K) YoY +91.53% (+35.2K)	All Managers (Combined)	$5.3M	2.9% ($5.3M/$180.6M)	QoQ +62.39% (+$2.0M) YoY +124.21% (+$2.9M)
PROCTER & GAMBLE Co(PGcusip742718109)	28.1K	QoQ +4.25% (+1.1K) YoY -2.47% (-713)	All Managers (Combined)	$4.8M	2.7% ($4.8M/$180.6M)	QoQ +5.97% (+$270.4K) YoY +2.44% (-$114.3K)
(XLKcusip81369Y803)	22.7K	QoQ +0.54% (-124) YoY +20.29% (+3.8K)	All Managers (Combined)	$4.7M	2.6% ($4.7M/$180.6M)	QoQ -10.71% (-$562.7K) YoY +19.25% (+$757.4K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	8.9K	QoQ +2.17% (+190) YoY +1.80% (+158)	All Managers (Combined)	$4.7M	2.6% ($4.7M/$180.6M)	QoQ +5.78% (+$255.8K) YoY +7.77% (+$337.5K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	4.5K	QoQ +43.15% (+1.4K) YoY +253.51% (+3.2K)	All Managers (Combined)	$4.3M	2.4% ($4.3M/$180.6M)	QoQ +47.76% (+$1.4M) YoY +356.36% (+$3.3M)
NVIDIA CORP(NVDAcusip67066G104)	39.1K	QoQ -2.20% (-880) YoY +1014.94% (+35.6K)	All Managers (Combined)	$4.2M	2.3% ($4.2M/$180.6M)	QoQ -21.07% (-$1.1M) YoY +33.73% (+$1.1M)
Duke Energy CORP(DUKcusip26441C204)	33.4K	QoQ +6.87% (+2.1K) YoY +14.18% (+4.2K)	All Managers (Combined)	$4.1M	2.3% ($4.1M/$180.6M)	QoQ +20.99% (+$707.0K) YoY +44.01% (+$1.2M)
AMERICAN EXPRESS CO(AXPcusip025816109)	13.3K	QoQ +7.37% (-915) YoY +40.89% (+3.9K)	All Managers (Combined)	$3.6M	2.0% ($3.6M/$180.6M)	QoQ -2.65% (-$97.8K) YoY +66.49% (+$1.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.4K	QoQ +22.94% (+1.0K) YoY +796.15% (+4.8K)	All Managers (Combined)	$2.9M	1.6% ($2.9M/$180.6M)	QoQ +44.44% (+$878.2K) YoY +1034.96% (+$2.6M)
(cusip81369Y605)✕	56.3K	QoQ +2.26% (+1.3K) YoY +218.63% (+38.7K)	All Managers (Combined)	$2.8M	1.6% ($2.8M/$180.6M)	QoQ +5.40% (+$143.8K) YoY +276.81% (+$2.1M)