Constitution Capital LLC

CIK

1845531

Location

SHELTON, CT

Portfolio Value

Small $164,324,088

Diversification

Diversified

Filing Date

Global Rank

#4,969 / 8,650 ▼ 265

Top Industry

Software - Infrastructure 16.1%

3Y Alpha vs SPY

+3.7%

Period ended 54 days ago

Filed Jul 9, 2026 · 45d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+88.5%

SPY

+72.8%

Annualised alpha

+3.5%

Max drawdown

−16.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

52 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.0%

+1.2 pts

Top 5

41.1%

−0.2 pts

Top 10

63.9%

−0.5 pts

HHI

590

Diversified+14

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.5%	$45,258,085	7
Consumer Defensive	15.4%	$25,277,539	6
Healthcare	13.8%	$22,636,596	7
Financial Services	12.5%	$20,474,063	8
Utilities	9.8%	$16,156,713	4
Industrials	8.0%	$13,101,440	8
Consumer Cyclical	7.8%	$12,804,600	4
Communication Services	3.6%	$5,976,372	4
Unclassified	0.9%	$1,457,954	2
Energy	0.7%	$1,180,726	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
BHVN	Biohaven Ltd.	+10,000	27,000	$401,760
LLY	ELI LILLY & Co	+7,711	8,941	$10,724,104
MSFT	Microsoft Corp	+661	70,308	$26,226,290
TJX	Tjx Companies Inc /De/	+50	1,985	$300,727
CAT	Caterpillar Inc	+30	2,360	$2,513,164
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NEE	Nextera Energy Inc	−29,599	85,959	$7,544,621
KO	Coca Cola Co	−26,555	66,181	$5,378,529
AEP	American Electric Power Co Inc	−19,600	21,545	$2,947,571
JNJ	Johnson & Johnson	−17,675	31,820	$8,081,325
DUK	Duke Energy CORP	−16,000	34,713	$4,393,971
WMT	Walmart Inc.	−14,782	80,081	$9,069,974
COST	Costco Wholesale Corp /New	−7,325	2,452	$2,293,772
WM	Waste Management Inc	−6,425	5,860	$1,306,076
PG	PROCTER & GAMBLE Co	−3,948	21,480	$3,149,827
NVDA	Nvidia Corp	−3,150	43,675	$8,738,930
JPM	Jpmorgan Chase & Co	−2,320	38,086	$12,466,690
GOOGL	Alphabet Inc.	−2,100	13,580	$4,853,084
AMZN	Amazon Com Inc	−1,700	20,195	$4,813,276
AAPL	Apple Inc.	−1,320	31,178	$9,021,666
PEP	Pepsico Inc	−1,152	32,699	$4,427,444
HD	Home Depot, Inc.	−810	20,913	$7,375,596
AXP	American Express Co	−805	12,870	$4,353,277
SYY	Sysco Corp	−500	11,462	$957,993
SO	Southern Co	−400	13,275	$1,270,550
BRK-B	Berkshire Hathaway Inc	−350	891	$445,847
UNH	Unitedhealth Group Inc	−305	5,777	$2,401,094
XOM	ExxonMobil Holdings Corp	−300	6,575	$898,934
ABBV	AbbVie Inc.	−200	800	$201,312
UNP	Union Pacific Corp	−145	20,898	$5,684,256
V	Visa Inc.	−25	4,645	$1,593,653
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	750	$435,682
CSCO	Cisco Systems, Inc.	2,150	$252,539
ASML	Asml Holding NV	125	$248,679
CMCSA	Comcast Corp	10,000	$245,500
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
MCD	Mcdonalds Corp	2,435	$756,773
VZ	Verizon Communications Inc	4,700	$235,940
NFLX	Netflix Inc	2,400	$230,760
LHX	L3harris Technologies, Inc. /De/	600	$207,090
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 tracked positions · $164,324,088 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	70,308	+661	$26,226,290	+1.7%	15.96%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	38,086	-2,320	$12,466,690	+4.9%	7.59%
LLY	ELI LILLY & Co Healthcare	Added	8,941	+7,711	$10,724,104	+847.9%	6.53%
WMT	Walmart Inc. Consumer Defensive	Reduced	80,081	-14,782	$9,069,974	−23.1%	5.52%
AAPL	Apple Inc. Technology	Reduced	31,178	-1,320	$9,021,666	+9.4%	5.49%
NVDA	Nvidia Corp Technology	Reduced	43,675	-3,150	$8,738,930	+7.0%	5.32%
JNJ	Johnson & Johnson Healthcare	Reduced	31,820	-17,675	$8,081,325	−33.2%	4.92%
NEE	Nextera Energy Inc Utilities	Reduced	85,959	-29,599	$7,544,621	−29.7%	4.59%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	20,913	-810	$7,375,596	+3.2%	4.49%
UNP	Union Pacific Corp Industrials	Reduced	20,898	-145	$5,684,256	+11.3%	3.46%
KO	Coca Cola Co Consumer Defensive	Reduced	66,181	-26,555	$5,378,529	−23.7%	3.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	13,580	-2,100	$4,853,084	+7.6%	2.95%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	20,195	-1,700	$4,813,276	+5.6%	2.93%
PEP	Pepsico Inc Consumer Defensive	Reduced	32,699	-1,152	$4,427,444	−15.8%	2.69%
DUK	Duke Energy CORP Utilities	Reduced	34,713	-16,000	$4,393,971	−33.8%	2.67%
AXP	American Express Co Financial Services	Reduced	12,870	-805	$4,353,277	+5.2%	2.65%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	21,480	-3,948	$3,149,827	−14.2%	1.92%
AEP	American Electric Power Co Inc Utilities	Reduced	21,545	-19,600	$2,947,571	−45.3%	1.79%
CAT	Caterpillar Inc Industrials	Added	2,360	+30	$2,513,164	+52.2%	1.53%
UNH	Unitedhealth Group Inc Healthcare	Reduced	5,777	-305	$2,401,094	+45.9%	1.46%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,452	-7,325	$2,293,772	−76.5%	1.40%
GEV	GE Vernova Inc. Industrials	Held	1,697	0	$1,993,737	+34.6%	1.21%
V	Visa Inc. Financial Services	Reduced	4,645	-25	$1,593,653	+12.9%	0.97%
WM	Waste Management Inc Industrials	Reduced	5,860	-6,425	$1,306,076	−53.7%	0.79%
SO	Southern Co Utilities	Reduced	13,275	-400	$1,270,550	−3.7%	0.77%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,409	-3	$1,052,198	+14.6%	0.64%
SYY	Sysco Corp Consumer Defensive	Reduced	11,462	-500	$957,993	+12.3%	0.58%
XOM	ExxonMobil Holdings Corp Energy	Reduced	6,575	-300	$898,934	−22.9%	0.55%
GS	Goldman Sachs Group Inc Financial Services	Held	800	0	$809,096	+19.5%	0.49%
DE	Deere & Co Industrials	Held	1,000	0	$634,330	+12.6%	0.39%
MRK	Merck & Co., Inc. Healthcare	Held	4,280	0	$549,980	+6.8%	0.33%
T	At&T Inc. Communication Services	Held	24,900	0	$515,430	−28.6%	0.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	891	-350	$445,847	−25.0%	0.27%
AMD	Advanced Micro Devices Inc Technology	NEW	750	NEW	$435,682	NEW	0.27%
QQQ	Invesco Qqq Trust, Series 1	Held	551	0	$405,756	+27.6%	0.25%
BHVN	Biohaven Ltd. Healthcare	Added	27,000	+10,000	$401,760	+179.3%	0.24%
TKO	TKO Group Holdings, Inc. Communication Services	Held	1,800	0	$362,358	−0.2%	0.22%
CNI	Canadian National Railway Co Industrials	Held	2,932	0	$349,611	+16.0%	0.21%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	700	0	$334,299	+41.3%	0.20%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	850	0	$315,001	+13.3%	0.19%
NSC	Norfolk Southern Corp Industrials	Held	1,000	0	$314,590	+9.6%	0.19%
MS	Morgan Stanley Financial Services	Held	1,500	0	$313,560	+27.0%	0.19%
LMT	Lockheed Martin Corp Industrials	Held	600	0	$305,676	−15.7%	0.19%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,985	+50	$300,727	−2.7%	0.18%
CVX	Chevron Corp Energy	Held	1,700	0	$281,792	−19.9%	0.17%
AMGN	Amgen Inc Healthcare	Held	765	0	$277,021	+2.9%	0.17%
CSCO	Cisco Systems, Inc. Technology	NEW	2,150	NEW	$252,539	NEW	0.15%
ASML	Asml Holding NV Technology	NEW	125	NEW	$248,679	NEW	0.15%
WFC	Wells Fargo & Company/Mn Financial Services	Held	3,000	0	$247,920	+3.8%	0.15%
CMCSA	Comcast Corp Communication Services	NEW	10,000	NEW	$245,500	NEW	0.15%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.