Constitution Capital LLC

Registered adviser

CIK

1845531

Location

SHELTON, CT

Portfolio Value

Small $211,549,238

Diversification

Diversified

Filing Date

Global Rank

#6,608 / 8,827 ▼ 526 · as of Jun 2026

Top Industry

Software - Infrastructure 19.6%

Period ended 38 days ago

Filed Oct 23, 2026 · 15d

24 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 310378

Roster of Nov 1, 2026

Regulatory AUM

$241,326,000

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$241,326,000	Individuals and high net worth (99%)
Mar 2025 to Feb 2026	$224,853,594	Individuals and high net worth (99%)
Mar 2024 to Feb 2025	$199,944,315	Individuals and high net worth (99%)
May 2023 to Feb 2024	$179,044,198	Individuals and high net worth (99%)
Apr 2023	$179,044,198	Individuals and high net worth (99%)
Apr 2022 to Mar 2023	$214,169,359	Individuals and high net worth (99%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 63.8% of the book (60%+)

Turnover

Low turnover

29.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.0 quarters (12+)

Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 61.8%; sector active share 20.0% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

62 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

17.0%

+3.5 pts

Top 5

47.6%

+4.7 pts

Top 10

68.6%

+4.8 pts

HHI

701

Diversified+106

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.1%	$59,368,747	7
Consumer Defensive	14.1%	$29,804,333	6
Unclassified	13.1%	$27,753,241	10
Financial Services	11.2%	$23,684,827	9
Healthcare	10.3%	$21,875,616	8
Utilities	6.9%	$14,565,404	4
Industrials	6.7%	$14,130,149	8
Consumer Cyclical	5.4%	$11,327,263	4
Communication Services	3.6%	$7,606,145	4
Energy	0.7%	$1,433,513	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
KO	Coca Cola Co	+75,980	142,161	$12,237,218
NEE	Nextera Energy Inc	+15,149	101,108	$7,657,919
NVDA	Nvidia Corp	+7,320	50,995	$11,646,238
UNP	Union Pacific Corp	+6,575	27,473	$7,476,227
JPM	Jpmorgan Chase & Co	+6,287	44,373	$14,679,919
JNJ	Johnson & Johnson	+3,515	35,335	$9,354,587
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+1,960	49,510	$9,691,582
AXP	American Express Co	+1,895	14,765	$4,490,036
BRK-B	Berkshire Hathaway Inc	+1,720	2,611	$1,300,147
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	+1,428	60,708	$10,224,441
CAT	Caterpillar Inc	+820	3,180	$2,578,312
DUK	Duke Energy CORP	+800	35,513	$4,048,837
AAPL	Apple Inc.	+787	31,965	$10,644,984
GOOG	Alphabet Inc.	+500	6,160	$2,098,958
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+410	13,629	$537,527
—		+300	6,485	$0
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	+260	22,253	$2,422,016
V	Visa Inc.	+190	4,835	$1,737,360
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	+150	6,315	$1,054,478
XOM	ExxonMobil Holdings Corp	+100	6,675	$1,086,356
GOOGL	Alphabet Inc.	+60	13,640	$4,693,251
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
AEP	American Electric Power Co Inc	−6,550	14,995	$1,779,006
T	At&T Inc.	−4,800	20,100	$490,440
PEP	Pepsico Inc	−3,765	28,934	$3,666,516
WMT	Walmart Inc.	−2,525	77,556	$8,059,619
PG	PROCTER & GAMBLE Co	−2,350	19,130	$2,779,206
WM	Waste Management Inc	−1,800	4,060	$827,915
XLF	State Street Corp	−1,500	51,791	$0
LLY	ELI LILLY & Co	−1,418	7,523	$8,704,712
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	−1,225	12,914	$1,433,066
SYY	Sysco Corp	−400	11,062	$862,393
AMZN	Amazon Com Inc	−400	19,795	$4,931,924
HD	Home Depot, Inc.	−370	20,543	$5,844,278
MSFT	Microsoft Corp	−250	70,058	$35,932,748
SO	Southern Co	−250	13,025	$1,079,642
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−200	500	$228,095
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−200	14,925	$917,887
TJX	Tjx Companies Inc	−105	1,880	$248,742
UNH	Unitedhealth Group Inc	−75	5,702	$2,093,090
COST	Costco Wholesale Corp	−36	2,416	$2,199,381
SPY	Spdr S&P 500 ETF Trust	−13	1,396	$1,064,631
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
VRTX	Vertex Pharmaceuticals Inc	400	$209,124
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CMCSA	Comcast Corp	10,000	$245,500
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 tracked positions · $211,549,238 total · filing declares 62 positions · $214,837,327 · as of Sep 30, 2026

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

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	70,058	-250	$35,932,748	+37.0%	16.99%
JPM	Jpmorgan Chase & Co Financial Services	Added	44,373	+6,287	$14,679,919	+17.8%	6.94%
KO	Coca Cola Co Consumer Defensive	Added	142,161	+75,980	$12,237,218	+127.5%	5.78%
NVDA	Nvidia Corp Technology	Added	50,995	+7,320	$11,646,238	+33.3%	5.51%
AAPL	Apple Inc. Technology	Added	31,965	+787	$10,644,984	+18.0%	5.03%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Added	60,708	+1,428	$10,224,441	+8.7%	4.83%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	49,510	+1,960	$9,691,582	+7.0%	4.58%
JNJ	Johnson & Johnson Healthcare	Added	35,335	+3,515	$9,354,587	+15.8%	4.42%
LLY	ELI LILLY & Co Healthcare	Reduced	7,523	-1,418	$8,704,712	−18.8%	4.11%
WMT	Walmart Inc. Consumer Defensive	Reduced	77,556	-2,525	$8,059,619	−11.1%	3.81%
NEE	Nextera Energy Inc Utilities	Added	101,108	+15,149	$7,657,919	+1.5%	3.62%
UNP	Union Pacific Corp Industrials	Added	27,473	+6,575	$7,476,227	+31.5%	3.53%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	20,543	-370	$5,844,278	−20.8%	2.76%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	19,795	-400	$4,931,924	+2.5%	2.33%
GOOGL	Alphabet Inc. Communication Services	Added	13,640	+60	$4,693,251	−3.3%	2.22%
AXP	American Express Co Financial Services	Added	14,765	+1,895	$4,490,036	+3.1%	2.12%
DUK	Duke Energy CORP Utilities	Added	35,513	+800	$4,048,837	−7.9%	1.91%
PEP	Pepsico Inc Consumer Defensive	Reduced	28,934	-3,765	$3,666,516	−17.2%	1.73%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	19,130	-2,350	$2,779,206	−11.8%	1.31%
CAT	Caterpillar Inc Industrials	Added	3,180	+820	$2,578,312	+2.6%	1.22%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Added	22,253	+260	$2,422,016	−6.1%	1.14%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	2,416	-36	$2,199,381	−4.1%	1.04%
GOOG	Alphabet Inc. Communication Services	Added	6,160	+500	$2,098,958	+5.0%	0.99%
UNH	Unitedhealth Group Inc Healthcare	Reduced	5,702	-75	$2,093,090	−12.8%	0.99%
AEP	American Electric Power Co Inc Utilities	Reduced	14,995	-6,550	$1,779,006	−39.6%	0.84%
V	Visa Inc. Financial Services	Added	4,835	+190	$1,737,360	+9.0%	0.82%
GEV	GE Vernova Inc. Industrials	Held	1,697	0	$1,612,981	−19.1%	0.76%
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	Reduced	12,914	-1,225	$1,433,066	−5.4%	0.68%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,611	+1,720	$1,300,147	+191.6%	0.61%
XOM	ExxonMobil Holdings Corp Energy	Added	6,675	+100	$1,086,356	+20.8%	0.51%
SO	Southern Co Utilities	Reduced	13,025	-250	$1,079,642	−15.0%	0.51%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,396	-13	$1,064,631	+1.2%	0.50%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Added	6,315	+150	$1,054,478	−7.7%	0.50%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	14,925	-200	$917,887	+14.3%	0.43%
SYY	Sysco Corp Consumer Defensive	Reduced	11,062	-400	$862,393	−10.0%	0.41%
WM	Waste Management Inc Industrials	Reduced	4,060	-1,800	$827,915	−36.6%	0.39%
GS	Goldman Sachs Group Inc Financial Services	Held	800	0	$720,288	−11.0%	0.34%
DE	Deere & Co Industrials	Held	1,000	0	$671,550	+5.9%	0.32%
MRK	Merck & Co., Inc. Healthcare	Held	4,280	0	$621,926	+13.1%	0.29%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	13,629	+410	$537,527	−10.3%	0.25%
T	At&T Inc. Communication Services	Reduced	20,100	-4,800	$490,440	−4.8%	0.23%
AMD	Advanced Micro Devices Inc Technology	Held	750	0	$458,820	+5.3%	0.22%
QQQ	Invesco Qqq Trust, Series 1	Held	551	0	$407,613	+0.5%	0.19%
BHVN	Biohaven Ltd. Healthcare	Held	27,000	0	$360,450	−10.3%	0.17%
CNI	Canadian National Railway Co Industrials	Held	2,932	0	$348,614	−0.3%	0.16%
CVX	Chevron Corp Energy	Held	1,700	0	$347,157	+23.2%	0.16%
TKO	TKO Group Holdings, Inc. Communication Services	Held	1,800	0	$323,496	−10.7%	0.15%
AMGN	Amgen Inc Healthcare	Held	765	0	$322,455	+16.4%	0.15%
NSC	Norfolk Southern Corp Industrials	Held	1,000	0	$309,000	−1.8%	0.15%
LMT	Lockheed Martin Corp Industrials	Held	600	0	$305,550	−0.0%	0.14%

Showing the top 50 of 62 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.