Constitution Capital LLC
Filing Date
Global Rank
#4,511
/ 8,605
—
· as of Mar 2026
Top Industry
Software - Infrastructure
14.9%
3Y Alpha vs SPY
-7.8%
Period ended 3 months ago
Filed Apr 9, 2026 · 3mo
22 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+43.6%
SPY
+76.5%
Annualised alpha
-8.0%
Max drawdown
−15.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
51 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.8%
−10.5 pts
Top 5
41.6%
−6.1 pts
Top 10
64.8%
−2.3 pts
HHI
583
Diversified−322
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.4% | $42,431,741 |
| Consumer Defensive | 22.1% | $38,367,031 |
| Utilities | 13.9% | $24,086,584 |
| Financial Services | 11.2% | $19,414,385 |
| Healthcare | 9.2% | $16,020,918 |
| Consumer Cyclical | 7.5% | $13,048,349 |
| Industrials | 7.4% | $12,781,789 |
| Communication Services | 3.5% | $6,060,461 |
| Unclassified | 0.7% | $1,236,306 |
| Energy | 0.2% | $351,730 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AEP | American Electric Power Co Inc | +27,170 | 41,145 | $5,393,286 | |
| JNJ | Johnson & Johnson | +23,350 | 49,495 | $12,098,557 | |
| NEE | Nextera Energy Inc | +23,190 | 115,558 | $10,733,027 | |
| DUK | Duke Energy CORP | +13,275 | 50,713 | $6,640,360 | |
| WM | Waste Management Inc | +7,035 | 12,285 | $2,822,970 | |
| WMT | Walmart Inc. | +7,035 | 94,863 | $11,789,573 | |
| COST | Costco Wholesale Corp /New | +5,332 | 9,777 | $9,742,096 | |
| JPM | Jpmorgan Chase & Co | +622 | 40,406 | $11,885,828 | |
| AAPL | Apple Inc. | +440 | 32,498 | $8,247,667 | |
| AXP | American Express Co | +400 | 13,675 | $4,136,414 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | −26,566 | 69,647 | $25,781,229 | |
| KO | Coca Cola Co | −21,925 | 92,736 | $7,052,572 | |
| PG | PROCTER & GAMBLE Co | −6,021 | 25,428 | $3,672,820 | |
| SO | Southern Co | −5,380 | 13,675 | $1,319,911 | |
| GOOGL | Alphabet Inc. | −4,922 | 15,680 | $4,508,940 | |
| AMZN | Amazon Com Inc | −4,610 | 21,895 | $4,560,071 | |
| NVDA | Nvidia Corp | −4,240 | 46,825 | $8,166,280 | |
| PEP | Pepsico Inc | −4,125 | 33,851 | $5,256,721 | |
| MRK | Merck & Co., Inc. | −4,100 | 4,280 | $514,841 | |
| MS | Morgan Stanley | −2,980 | 1,500 | $246,855 | |
| SYY | Sysco Corp | −1,620 | 11,962 | $853,249 | |
| CVX | Chevron Corp | −1,450 | 1,700 | $351,730 | |
| V | Visa Inc. | −1,400 | 4,670 | $1,411,460 | |
| T | At&T Inc. | −1,100 | 24,900 | $721,851 | |
| UNH | Unitedhealth Group Inc | −660 | 6,082 | $1,645,728 | |
| HD | Home Depot, Inc. | −540 | 21,723 | $7,144,477 | |
| ABBV | AbbVie Inc. | −500 | 1,000 | $217,490 | |
| GS | Goldman Sachs Group Inc | −500 | 800 | $676,792 | |
| TJX | Tjx Companies Inc /De/ | −255 | 1,935 | $309,019 | |
| UNP | Union Pacific Corp | −55 | 21,043 | $5,105,452 | |
| SPY | Spdr S&P 500 ETF Trust | −32 | 1,412 | $918,280 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
5 positions
51 positions ·
$173,799,294 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 51 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 69,647 | $25,781,229 | 14.83% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 49,495 | $12,098,557 | 6.96% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 40,406 | $11,885,828 | 6.84% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 94,863 | $11,789,573 | 6.78% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 115,558 | $10,733,027 | 6.18% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 9,777 | $9,742,096 | 5.61% | |
| AAPL |
Apple Inc.
Technology
|
Added | 32,498 | $8,247,667 | 4.75% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 46,825 | $8,166,280 | 4.70% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 21,723 | $7,144,477 | 4.11% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 92,736 | $7,052,572 | 4.06% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 50,713 | $6,640,360 | 3.82% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Added | 41,145 | $5,393,286 | 3.10% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 33,851 | $5,256,721 | 3.02% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 21,043 | $5,105,452 | 2.94% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 21,895 | $4,560,071 | 2.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 15,680 | $4,508,940 | 2.59% | |
| AXP |
American Express Co
Financial Services
|
Added | 13,675 | $4,136,414 | 2.38% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 25,428 | $3,672,820 | 2.11% | |
| WM |
Waste Management Inc
Industrials
|
Added | 12,285 | $2,822,970 | 1.62% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 2,330 | $1,650,711 | 0.95% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 6,082 | $1,645,728 | 0.95% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 1,697 | $1,481,311 | 0.85% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 4,670 | $1,411,460 | 0.81% | |
| SO |
Southern Co
Utilities
|
Reduced | 13,675 | $1,319,911 | 0.76% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 1,230 | $1,131,317 | 0.65% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,412 | $918,280 | 0.53% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 11,962 | $853,249 | 0.49% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
NEW | 2,435 | $756,773 | 0.44% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 24,900 | $721,851 | 0.42% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 800 | $676,792 | 0.39% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,241 | $594,687 | 0.34% | |
| DE |
Deere & Co
Industrials
|
Held | 1,000 | $563,300 | 0.32% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 4,280 | $514,841 | 0.30% | |
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
Held | 1,800 | $362,970 | 0.21% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 600 | $362,634 | 0.21% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,700 | $351,730 | 0.20% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 551 | $318,026 | 0.18% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 1,935 | $309,019 | 0.18% | |
| CNI |
Canadian National Railway Co
Industrials
|
Held | 2,932 | $301,321 | 0.17% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 1,000 | $287,000 | 0.17% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 850 | $278,009 | 0.16% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 765 | $269,165 | 0.15% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 1,500 | $246,855 | 0.14% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 3,000 | $238,830 | 0.14% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 700 | $236,565 | 0.14% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 4,700 | $235,940 | 0.14% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 2,400 | $230,760 | 0.13% | |
| GDV |
Gabelli Dividend & Income Trust
Financial Services
|
Held | 8,300 | $223,519 | 0.13% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,000 | $217,490 | 0.13% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
NEW | 600 | $207,090 | 0.12% |