Constitution Capital LLC
Top Portfolio Positions
51 positions ·
$174,371,019 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
69,647 | $25,781,229 | 14.79% |
| JNJ |
Johnson & Johnson
Healthcare
|
49,495 | $12,098,557 | 6.94% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
40,406 | $11,885,828 | 6.82% |
| WMT |
Walmart Inc.
Consumer Defensive
|
94,863 | $11,789,573 | 6.76% |
| NEE |
Nextera Energy Inc
Utilities
|
115,558 | $10,733,027 | 6.16% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
9,777 | $9,742,096 | 5.59% |
| AAPL |
Apple Inc.
Technology
|
32,498 | $8,247,667 | 4.73% |
| NVDA |
Nvidia Corp
Technology
|
46,825 | $8,166,280 | 4.68% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
21,723 | $7,144,477 | 4.10% |
| KO |
Coca Cola Co
Consumer Defensive
|
92,736 | $7,052,572 | 4.04% |
Portfolio Trend
Holdings in AEP
Shares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,393,286 | 41,145 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,611,457 | 13,975 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,052,437 | 9,355 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,292,849 | 12,460 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $585,687 | 5,360 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $296,058 | 3,210 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $298,566 | 2,910 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $789,660 | 9,000 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $766,290 | 8,900 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $845,094 | 10,405 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $792,066 | 10,530 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $975,036 | 11,580 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,150,477 | 12,644 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,039,132 | 10,944 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,106,041 | 12,794 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,212,105 | 12,634 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,080,908 | 10,834 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $625,814 | 7,034 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $603,492 | 7,434 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $616,153 | 7,284 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $592,053 | 6,990 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $545,418 | 6,550 | Shares | Sole | 2021-02-16 | |
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