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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
AEP icon
26
American Electric Power
AEP
$70.7B
$1.78M 0.83%
14,995
-6,550
-30% -$829K
2020 Q4
23 quarters
V icon
27
Visa
V
$786B
$1.74M 0.81%
4,835
+190
+4% +$69.5K
2020 Q4
23 quarters
GEV icon
28
GE Vernova
GEV
$243B
$1.61M 0.75%
1,697
– –
2025 Q2
5 quarters
XLC icon
29
State Street Communication Services Select Sector SPDR ETF
XLC
$21.8B
$1.43M 0.67%
12,914
-1,225
-9% -$136K
2023 Q3
12 quarters
BRK.B icon
30
Berkshire Hathaway Class B
BRK.B
$1.19T
$1.3M 0.61%
2,611
+1,720
+193% +$868K
2024 Q1
10 quarters
XOM icon
31
ExxonMobil
XOM
$724B
$1.09M 0.51%
6,675
+100
+2% +$15.6K
2022 Q3
16 quarters
SO icon
32
Southern Company
SO
$108B
$1.08M 0.5%
13,025
-250
-2% -$22.8K
2020 Q4
23 quarters
SPY icon
33
State Street SPDR S&P 500 ETF Trust
SPY
$798B
$1.06M 0.5%
1,396
-13
-0.9% -$9.9K
2020 Q4
23 quarters
XLI icon
34
State Street Industrial Select Sector SPDR ETF
XLI
$31.7B
$1.05M 0.49%
6,315
+150
+2% +$26.7K
2021 Q1
22 quarters
XLE icon
35
State Street Energy Select Sector SPDR ETF
XLE
$43.9B
$918K 0.43%
14,925
-200
-1% -$12.1K
2022 Q1
18 quarters
SYY icon
36
Sysco
SYY
$36.5B
$862K 0.4%
11,062
-400
-3% -$32.9K
2020 Q4
23 quarters
WM icon
37
Waste Management
WM
$94.5B
$828K 0.39%
4,060
-1,800
-31% -$403K
2024 Q4
7 quarters
GS icon
38
Goldman Sachs
GS
$261B
$720K 0.34%
800
– –
2022 Q2
17 quarters
DE icon
39
Deere & Co
DE
$180B
$672K 0.31%
1,000
– –
2021 Q2
21 quarters
MRK icon
40
Merck
MRK
$357B
$622K 0.29%
4,280
– –
2020 Q4
23 quarters
XLU icon
41
State Street Utilities Select Sector SPDR ETF
XLU
$24.3B
$538K 0.25%
13,629
+410
+3% +$17.8K
2020 Q4
23 quarters
XLP icon
42
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$523K 0.24%
6,485
+300
+5% +$25.3K
2020 Q4
23 quarters
T icon
43
AT&T
T
$144B
$490K 0.23%
20,100
-4,800
-19% -$116K
2025 Q4
3 quarters
AMD icon
44
Advanced Micro Devices
AMD
$790B
$459K 0.21%
750
– –
2026 Q2
1 quarter
QQQ icon
45
Invesco QQQ Trust
QQQ
$463B
$408K 0.19%
551
– –
2023 Q4
11 quarters
BHVN icon
46
Biohaven
BHVN
$2.36B
$360K 0.17%
27,000
– –
2025 Q3
4 quarters
CNI icon
47
Canadian National Railway
CNI
$76B
$349K 0.16%
2,932
– –
2020 Q4
23 quarters
CVX icon
48
Chevron
CVX
$440B
$347K 0.16%
1,700
– –
2022 Q4
15 quarters
TKO icon
49
TKO Group
TKO
$13.7B
$323K 0.15%
1,800
– –
2024 Q2
9 quarters
AMGN icon
50
Amgen
AMGN
$249B
$322K 0.15%
765
– –
2025 Q1
6 quarters
1
2
3

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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.