We are live on ! Find out more
Constitution Capital

Constitution Capital Portfolio holdings

AUM $215M Turnover 3.17%
1-Year Est. Return 19.28%
This Fund
S&P 500
This Quarter Est. Return
+6.09%
1 Year Est. Return
+19.28%
3 Year Est. Return
+91.1%
5 Year Est. Return
+111.61%
10 Year Est. Return
–
AUM
$215M
AUM Growth
+$20M
Cap. Flow
+$13M
Cap. Flow %
6.05%
Top 10 Hldgs %
61.06%
Holding
63
New
1
Increased
21
Reduced
20
Closed
1
Avg Time Held
4.1 years
Top 10 Avg Time Held
2.9 years
Top 20 Avg Time Held
4.1 years

Top Buys

Rank Stock Value
1
KO icon
Coca-Cola
KO
+$6.59M
2
JPM icon
JPMorgan Chase
JPM
+$2.2M
3
UNP icon
Union Pacific
UNP
+$1.91M
4
NVDA icon
NVIDIA
NVDA
+$1.57M
5
NEE icon
NextEra Energy
NEE
+$1.28M

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$1.67M
2
AEP icon
American Electric Power
AEP
+$829K
3
PEP icon
PepsiCo
PEP
+$519K
4
WM icon
Waste Management
WM
+$403K
5
PG icon
Procter & Gamble
PG
+$344K

Sector Composition

Rank Sector Weight
1 Technology 27.63%
2 Miscellaneous 14.56%
3 Consumer Staples 13.87%
4 Financials 10.92%
5 Healthcare 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
MSFT icon
1
Microsoft
MSFT
$3.87T
$35.9M 16.73%
70,058
-250
-0.4% -$116K
2020 Q4
23 quarters
JPM icon
2
JPMorgan Chase
JPM
$898B
$14.7M 6.83%
44,373
+6,287
+17% +$2.2M
2020 Q4
23 quarters
KO icon
3
Coca-Cola
KO
$408B
$12.2M 5.7%
142,161
+75,980
+115% +$6.59M
2020 Q4
23 quarters
NVDA icon
4
NVIDIA
NVDA
$4.99T
$11.6M 5.42%
50,995
+7,320
+17% +$1.57M
2020 Q4
23 quarters
AAPL icon
5
Apple
AAPL
$4.84T
$10.6M 4.95%
31,965
+787
+3% +$253K
2020 Q4
23 quarters
XLV icon
6
State Street Health Care Select Sector SPDR ETF
XLV
$48.4B
$10.2M 4.76%
60,708
+1,428
+2% +$238K
2020 Q4
23 quarters
XLK icon
7
State Street Technology Select Sector SPDR ETF
XLK
$117B
$9.7M 4.51%
49,510
+1,960
+4% +$362K
2020 Q4
23 quarters
JNJ icon
8
Johnson & Johnson
JNJ
$641B
$9.35M 4.35%
35,335
+3,515
+11% +$927K
2020 Q4
23 quarters
LLY icon
9
Eli Lilly
LLY
$1.26T
$8.7M 4.05%
7,523
-1,418
-16% -$1.67M
2023 Q4
11 quarters
WMT icon
10
Walmart Inc
WMT
$991B
$8.06M 3.75%
77,556
-2,525
-3% -$277K
2020 Q4
23 quarters
NEE icon
11
NextEra Energy
NEE
$177B
$7.66M 3.56%
101,108
+15,149
+18% +$1.28M
2020 Q4
23 quarters
UNP icon
12
Union Pacific
UNP
$180B
$7.48M 3.48%
27,473
+6,575
+31% +$1.91M
2020 Q4
23 quarters
HD icon
13
Home Depot
HD
$333B
$5.84M 2.72%
20,543
-370
-2% -$121K
2020 Q4
23 quarters
AMZN icon
14
Amazon
AMZN
$2.71T
$4.93M 2.3%
19,795
-400
-2% -$102K
2020 Q4
23 quarters
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$3.44T
$4.69M 2.18%
13,640
+60
+0.4% +$20.8K
2021 Q2
21 quarters
AXP icon
16
American Express
AXP
$218B
$4.49M 2.09%
14,765
+1,895
+15% +$633K
2020 Q4
23 quarters
DUK icon
17
Duke Energy
DUK
$98.6B
$4.05M 1.88%
35,513
+800
+2% +$98K
2020 Q4
23 quarters
PEP icon
18
PepsiCo
PEP
$187B
$3.67M 1.71%
28,934
-3,765
-12% -$519K
2020 Q4
23 quarters
PG icon
19
Procter & Gamble
PG
$376B
$2.78M 1.29%
19,130
-2,350
-11% -$344K
2020 Q4
23 quarters
XLF icon
20
State Street Financial Select Sector SPDR ETF
XLF
$53.3B
$2.77M 1.29%
51,791
-1,500
-3% -$85K
2020 Q4
23 quarters
CAT icon
21
Caterpillar
CAT
$287B
$2.58M 1.2%
3,180
+820
+35% +$695K
2022 Q3
16 quarters
XLY icon
22
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.7B
$2.42M 1.13%
22,253
+260
+1% +$29.9K
2020 Q4
23 quarters
COST icon
23
Costco
COST
$452B
$2.2M 1.02%
2,416
-36
-1% -$33.6K
2020 Q4
23 quarters
GOOG icon
24
Alphabet (Google) Class C
GOOG
$3.42T
$2.1M 0.98%
6,160
+500
+9% +$172K
2026 Q2
1 quarter
UNH icon
25
UnitedHealth
UNH
$363B
$2.09M 0.97%
5,702
-75
-1% -$30.2K
2020 Q4
23 quarters
1
2 3

Similar funds

GLR Partners
GLR Partners Columbia, Maryland $215M AUM
Cassady Wealth & Retirement Planning
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
Peterson Wealth Management
Peterson Wealth Management Sparks, Nevada $215M AUM 17.58% 1-Year Est. Return
Praesidium Investment Management Company
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
KCM
Knoll Capital Management Miami, Florida $214M AUM 62.74% 1-Year Est. Return
SF
Sun Financial Midvale, Utah $214M AUM
Fort Vancouver Investment Management
Fort Vancouver Investment Management Vancouver, Washington $214M AUM 21.54% 1-Year Est. Return
Starwood Capital Group Management
Starwood Capital Group Management Miami Beach, Florida $214M AUM 4.55% 1-Year Est. Return

Constitution Capital's Q3 2026 Portfolio in Review

As of Q3 2026, Constitution Capital held 63 positions worth $215M, up 10% from $195M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Constitution Capital deployed $13M of net new capital in Q3 2026, opening 1 new position and adding to 21 existing holdings. Its largest new stake was Vertex Pharmaceuticals: 400 shares worth $209K.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 23% a quarter earlier, followed by Miscellaneous and Consumer Staples.

On the sell side, the largest reduction was Eli Lilly, an estimated $1.67M trimmed.

  • Constitution Capital's largest Q3 2026 buy was Vertex Pharmaceuticals: 400 shares worth $209K.
  • Constitution Capital added most to Coca-Cola in Q3 2026, an estimated $6.59M increase.
  • Constitution Capital's biggest Q3 2026 reduction was Eli Lilly, cutting an estimated $1.67M.
  • Constitution Capital fully exited Comcast in Q3 2026, selling an estimated $246K.
  • Constitution Capital's ten largest holdings make up 61% of its $215M portfolio in Q3 2026.
  • Constitution Capital opened 1 new position and closed 1 in Q3 2026.
  • Constitution Capital's portfolio value rose 10% quarter-over-quarter to $215M.

Based on Constitution Capital's 13F filing for Q3 2026, filed 23 Oct 2026.