Constitution Capital LLC

CIK

1845531

Location

SHELTON, CT

Portfolio Value

Micro $42,431,741

Diversification

Diversified

Filing Date

Global Rank

#4,505 / 8,588 ▲ 4

Top Industry

Software - Infrastructure 14.8%

3Y Alpha vs SPY

-8.7%

Period ended 3 months ago

Filed Apr 9, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+41.2%

SPY

+76.8%

Annualised alpha

-8.7%

Max drawdown

−15.7%

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

52 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.7%

−10.5 pts

Top 5

41.3%

−6.1 pts

Top 10

64.4%

−2.3 pts

HHI

576

Diversified−319

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.3%	$42,431,741	4
Consumer Defensive	21.9%	$38,367,031	6
Utilities	13.8%	$24,086,584	4
Financial Services	11.1%	$19,414,385	8
Healthcare	9.2%	$16,020,918	7
Consumer Cyclical	7.5%	$13,048,349	5
Industrials	7.3%	$12,781,789	9
Communication Services	3.5%	$6,060,461	5
Energy	0.9%	$1,518,142	2
Unclassified	0.7%	$1,236,306	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
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

22 positions

Ticker	Company	Δ Shares	Shares	Value
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
XOM	Exxon Mobil Corp	−2,020	6,875	$1,166,412
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.

New Positions

Positions the filer opened this quarter

3 positions

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

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
META	Meta Platforms, Inc.	2,745	$1,811,947
ASML	Asml Holding NV	625	$668,662
NEM	NEWMONT Corp /DE/	5,350	$534,197
TMO	Thermo Fisher Scientific Inc.	423	$245,107
DIS	Walt Disney Co	1,800	$204,786
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $42,431,741 total · Technology only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	700	0	$236,565	+11.2%	0.56%
NVDA	Nvidia Corp Technology	Reduced	46,825	-4,240	$8,166,280	−14.3%	19.25%
AAPL	Apple Inc. Technology	Added	32,498	+440	$8,247,667	−5.4%	19.44%
MSFT	Microsoft Corp Technology	Reduced	69,647	-26,566	$25,781,229	−44.6%	60.76%