Latest Constitution Capital LLC Stock Portfolio
Constitution Capital LLC Performance:
2025 Q3: 5.45%YTD: 10.63%2024: 13.52%
Performance for 2025 Q3 is 5.45%, and YTD is 10.63%, and 2024 is 13.52%.
About Constitution Capital LLC and 13F Hedge Fund Stock Holdings
Constitution Capital LLC is a hedge fund based in SHELTON, CT. On 21-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $179 Millions. In it's latest 13F Holdings report, Constitution Capital LLC reported an equity portfolio of $213.9 Millions as of 30 Sep, 2025.
The top stock holdings of Constitution Capital LLC are MSFT, JPM, HD. The fund has invested 29.4% of it's portfolio in MICROSOFT CORP and 5.8% of portfolio in JPMORGAN CHASE & CO.
The fund managers got completely rid off COMCAST CORP NEW (CMCSA) stocks. They significantly reduced their stock positions in NORFOLK SOUTHN CORP (NSC), COCA COLA CO (KO) and CHEVRON CORP NEW (CVX). Constitution Capital LLC opened new stock positions in BOEING CO (BA), VERIZON COMMUNICATIONS INC (VZ) and TESLA INC (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to MORGAN STANLEY (MS), JOHNSON & JOHNSON (JNJ) and AMGEN INC (AMGN).
The top stock holdings of Constitution Capital LLC are MSFT, JPM, HD. The fund has invested 29.4% of it's portfolio in MICROSOFT CORP and 5.8% of portfolio in JPMORGAN CHASE & CO.
The fund managers got completely rid off COMCAST CORP NEW (CMCSA) stocks. They significantly reduced their stock positions in NORFOLK SOUTHN CORP (NSC), COCA COLA CO (KO) and CHEVRON CORP NEW (CVX). Constitution Capital LLC opened new stock positions in BOEING CO (BA), VERIZON COMMUNICATIONS INC (VZ) and TESLA INC (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to MORGAN STANLEY (MS), JOHNSON & JOHNSON (JNJ) and AMGEN INC (AMGN).
Constitution Capital LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Constitution Capital LLC made a return of 5.45% in the last quarter. In trailing 12 months, it's portfolio return was 9.34%.
New Buys
| Ticker | $ Bought |
|---|---|
| boeing co | 1,294,980 |
| verizon communications inc | 629,012 |
| tesla inc | 364,670 |
| abbvie inc | 347,310 |
| biohaven ltd | 255,170 |
| bank america corp | 208,940 |
New stocks bought by Constitution Capital LLC
Additions
| Ticker | % Inc. |
|---|---|
| morgan stanley | 185 |
| johnson & johnson | 52.58 |
| amgen inc | 52.29 |
| visa inc | 48.43 |
| unitedhealth group inc | 46.63 |
| alphabet inc | 36.7 |
| merck & co inc | 27.85 |
| nextera energy inc | 23.96 |
Additions to existing portfolio by Constitution Capital LLC
Reductions
| Ticker | % Reduced |
|---|---|
| norfolk southn corp | -60.00 |
| coca cola co | -46.66 |
| chevron corp new | -39.22 |
| ge vernova inc | -30.08 |
| american elec pwr co inc | -24.92 |
| select sector spdr tr | -22.19 |
| meta platforms inc | -14.78 |
| procter and gamble co | -12.97 |
Constitution Capital LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| comcast corp new | -1,705,980 |
Constitution Capital LLC got rid off the above stocks
Sector Distribution
Constitution Capital LLC has about 37.4% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 37.4 |
| Others | 13.1 |
| Consumer Defensive | 12.6 |
| Financial Services | 9.7 |
| Consumer Cyclical | 6.9 |
| Utilities | 6.8 |
| Industrials | 5.1 |
| Healthcare | 5.1 |
| Communication Services | 2.7 |
Market Cap. Distribution
Constitution Capital LLC has about 86.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 70.8 |
| LARGE-CAP | 16.1 |
| UNALLOCATED | 13.1 |
Stocks belong to which Index?
About 86.9% of the stocks held by Constitution Capital LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 86.9 |
| Others | 13.1 |
Constitution Capital LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Constitution Capital LLC
Constitution Capital LLC has 61 stocks in it's portfolio. About 64.6% of the portfolio is in top 10 stocks. KO proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Constitution Capital LLC last quarter.
Last Reported on: 17 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.84 | 32,243 | 8,210,040 | added | 1.42 | ||
| ABBV | abbvie inc | 0.16 | 1,500 | 347,310 | new | |||
| AEP | american elec pwr co inc | 0.49 | 9,355 | 1,052,440 | reduced | -24.92 | ||
| AMGN | amgen inc | 0.15 | 1,165 | 328,763 | added | 52.29 | ||
| AMZN | amazon com inc | 1.96 | 19,040 | 4,180,610 | reduced | -5.23 | ||
| AXP | american express co | 1.96 | 12,630 | 4,195,180 | added | 2.06 | ||
| BA | boeing co | 0.61 | 6,000 | 1,294,980 | new | |||
| BAC | bank america corp | 0.10 | 4,050 | 208,940 | new | |||
| CAT | caterpillar inc | 0.50 | 2,230 | 1,064,040 | added | 0.54 | ||
| CMCSA | comcast corp new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| COST | costco whsl corp new | 1.64 | 3,790 | 3,508,140 | reduced | -0.26 | ||
| CVX | chevron corp new | 0.12 | 1,708 | 265,235 | reduced | -39.22 | ||
| DE | deere & co | 0.21 | 1,000 | 457,260 | unchanged | 0.00 | ||
| DUK | duke energy corp new | 2.15 | 37,103 | 4,591,500 | reduced | -0.2 | ||
| GOOG | alphabet inc | 1.16 | 10,187 | 2,476,460 | added | 36.7 | ||
| GS | goldman sachs group inc | 0.34 | 900 | 716,715 | reduced | -2.7 | ||
| HD | home depot inc | 4.55 | 24,028 | 9,735,900 | added | 2.34 | ||
| JNJ | johnson & johnson | 2.44 | 28,090 | 5,208,450 | added | 52.58 | ||
| JPM | jpmorgan chase & co. | 5.84 | 39,611 | 12,494,500 | reduced | -2.22 | ||
| KO | coca cola co | 1.78 | 57,436 | 3,809,160 | reduced | -46.66 | ||