Constitution Capital LLC

CIK 0001845531 • 6 13F filings • Apr 11, 2025 – Jul 9, 2026

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Filer information

Filed by: Constitution Capital LLC, Chief Compliance Officer
Address: 2 TRAP FALLS ROAD, SUITE 504, SHELTON, CT, 06484
Phone: (475) 269-3200
AUM: $211.5M

AUM over time

$194.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $211.5M63 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$343K	0.2%Prev: 0.2%	1,500 SH	Decreased
ALPHABET INC	CAP STK CL A	$6.4M	3.0%Prev: 1.2%	20,602 SH	Increased+10,415 SH
ALPHABET INC	CAP STK CL C	$232K	0.1%	740 SH	New
AMAZON COM INC	COM	$6.1M	2.9%Prev: 2.0%	26,505 SH	Increased+7,465 SH
AMERICAN ELEC PWR CO INC	COM	$1.6M	0.8%Prev: 0.5%	13,975 SH	Increased+4,620 SH
AMERICAN EXPRESS CO	COM	$4.9M	2.3%Prev: 2.0%	13,275 SH	Increased+645 SH
AMGEN INC	COM	$250K	0.1%Prev: 0.2%	765 SH	Decreased-400 SH
APPLE INC	COM	$8.7M	4.1%Prev: 3.8%	32,058 SH	Increased-185 SH
ASML HOLDING N V	N Y REGISTRY SHS	$669K	0.3%	625 SH	New
AT&T INC	COM	$646K	0.3%	26,000 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$624K	0.3%Prev: 0.3%	1,241 SH	Decreased-15 SH
BIOHAVEN LTD	COM	$192K	0.1%Prev: 0.1%	17,000 SH	Decreased
CANADIAN NATL RY CO	COM	$290K	0.1%Prev: 0.2%	2,932 SH	Decreased-500 SH
CATERPILLAR INC	COM	$1.3M	0.6%Prev: 0.5%	2,330 SH	Increased+100 SH
CHEVRON CORP NEW	COM	$480K	0.2%Prev: 0.1%	3,150 SH	Increased+1,442 SH
COCA COLA CO	COM	$8.0M	3.8%Prev: 1.8%	114,661 SH	Increased+57,225 SH
COSTCO WHSL CORP NEW	COM	$3.8M	1.8%Prev: 1.6%	4,445 SH	Increased+655 SH
DEERE & CO	COM	$466K	0.2%Prev: 0.2%	1,000 SH	Increased
DISNEY WALT CO	COM	$205K	0.1%	1,800 SH	New
DUKE ENERGY CORP NEW	COM NEW	$4.4M	2.1%Prev: 2.1%	37,438 SH	Decreased+335 SH
ELI LILLY & CO	COM	$1.3M	0.6%Prev: 0.5%	1,230 SH	Increased-300 SH
EXXON MOBIL CORP	COM	$1.1M	0.5%Prev: 0.5%	8,895 SH	Increased-135 SH
GABELLI DIVID & INCOME TR	COM	$230K	0.1%Prev: 0.1%	8,300 SH	Increased
GE VERNOVA INC	COM	$1.1M	0.5%Prev: 0.5%	1,697 SH	Increased
GOLDMAN SACHS GROUP INC	COM	$1.1M	0.5%Prev: 0.3%	1,300 SH	Increased+400 SH
HOME DEPOT INC	COM	$7.7M	3.6%Prev: 4.6%	22,263 SH	Decreased-1,765 SH
INVESCO QQQ TR	UNIT SER 1	$338K	0.2%Prev: 0.2%	551 SH	Increased+1 SH
JOHNSON & JOHNSON	COM	$5.4M	2.6%Prev: 2.4%	26,145 SH	Increased-1,945 SH
JPMORGAN CHASE & CO.	COM	$12.8M	6.1%Prev: 5.8%	39,784 SH	Increased+173 SH
LOCKHEED MARTIN CORP	COM	$290K	0.1%Prev: 0.1%	600 SH	Decreased
MARRIOTT INTL INC NEW	CL A	$264K	0.1%Prev: 0.1%	850 SH	Increased-100 SH
MERCK & CO INC	COM	$882K	0.4%Prev: 0.2%	8,380 SH	Increased+3,330 SH
META PLATFORMS INC	CL A	$1.8M	0.9%Prev: 1.1%	2,745 SH	Decreased-455 SH
MICROSOFT CORP	COM	$46.5M	22.0%Prev: 29.3%	96,213 SH	Decreased-24,961 SH
MORGAN STANLEY	COM NEW	$795K	0.4%Prev: 0.3%	4,480 SH	Increased-80 SH
NETFLIX INC	COM	$225K	0.1%Prev: 0.1%	2,400 SH	Decreased+2,160 SH
NEWMONT CORP	COM	$534K	0.3%	5,350 SH	New
NEXTERA ENERGY INC	COM	$7.4M	3.5%Prev: 3.3%	92,368 SH	Increased-965 SH
NORFOLK SOUTHN CORP	COM	$289K	0.1%Prev: 0.1%	1,000 SH	Decreased
NVIDIA CORPORATION	COM	$9.5M	4.5%Prev: 4.2%	51,065 SH	Increased+2,785 SH
PEPSICO INC	COM	$5.5M	2.6%Prev: 2.5%	37,976 SH	Decreased-840 SH
PROCTER AND GAMBLE CO	COM	$4.5M	2.1%Prev: 1.8%	31,449 SH	Increased+6,780 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$1.8M	0.9%	15,346 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$3.3M	1.6%	30,192 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$719K	0.3%	16,076 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$3.1M	1.5%	57,221 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$9.0M	4.3%	58,305 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$1.1M	0.5%	6,975 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$7.2M	3.4%	49,664 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$575K	0.3%	13,462 SH	New
SOUTHERN CO	COM	$1.7M	0.8%Prev: 0.9%	19,055 SH	Decreased-1,500 SH
SPDR S&P 500 ETF TR	TR UNIT	$984K	0.5%Prev: 0.5%	1,444 SH	Increased-15 SH
SYSCO CORP	COM	$1.0M	0.5%Prev: 0.6%	13,582 SH	Decreased-3,055 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$213K	0.1%	700 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$245K	0.1%	423 SH	New
TJX COS INC NEW	COM	$336K	0.2%Prev: 0.1%	2,190 SH	Increased+450 SH
TKO GROUP HOLDINGS INC	CL A	$376K	0.2%Prev: 0.2%	1,800 SH	Decreased-100 SH
UNION PAC CORP	COM	$4.9M	2.3%Prev: 2.5%	21,098 SH	Decreased-1,585 SH
UNITEDHEALTH GROUP INC	COM	$2.2M	1.1%Prev: 1.6%	6,742 SH	Decreased-3,085 SH
VISA INC	COM CL A	$2.1M	1.0%Prev: 0.9%	6,070 SH	Increased+400 SH
WALMART INC	COM	$9.8M	4.6%Prev: 4.2%	87,828 SH	Increased+877 SH
WASTE MGMT INC DEL	COM	$1.2M	0.5%Prev: 1.0%	5,250 SH	Decreased-4,295 SH
WELLS FARGO CO NEW	COM	$280K	0.1%Prev: 0.2%	3,000 SH	Decreased-2,300 SH

Sold (vs prior filing)

BANK AMERICA CORP — $209K
BOEING CO — $1.3M
SELECT SECTOR SPDR TR — $792K
SELECT SECTOR SPDR TR — $711K
SELECT SECTOR SPDR TR — $3.1M
SELECT SECTOR SPDR TR — $964K
SELECT SECTOR SPDR TR — $2.8M
SELECT SECTOR SPDR TR — $532K
SELECT SECTOR SPDR TR — $8.1M
SELECT SECTOR SPDR TR — $540K
SELECT SECTOR SPDR TR — $6.4M
TESLA INC — $365K
VERIZON COMMUNICATIONS INC — $629K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 9, 2026	Q4 2025	13F-HR	0001951757-26-000044	$211.5M	View
Oct 17, 2025	Q3 2025	13F-HR	0001951757-25-001173	$213.9M	View
Jul 9, 2026	Q2 2026