Latest Constitution Capital LLC Stock Portfolio

Constitution Capital LLC Performance:

2025 Q4: -3.83%YTD: 7.25%2024: 14.46%

Performance for 2025 Q4 is -3.83%, and YTD is 7.25%, and 2024 is 14.46%.

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 $211.5 Millions as of 31 Dec, 2025.

The top stock holdings of Constitution Capital LLC are MSFT, JPM, WMT. The fund has invested 22% of it's portfolio in MICROSOFT CORP and 6.1% of portfolio in JPMORGAN CHASE & CO.

The fund managers got completely rid off BOEING CO (BA), VERIZON COMMUNICATIONS INC (VZ) and TESLA INC (TSLA) stocks. They significantly reduced their stock positions in WASTE MGMT INC DEL (WM), WELLS FARGO CO NEW (WFC) and AMGEN INC (AMGN). Constitution Capital LLC opened new stock positions in ASML HOLDING N V, AT&T INC (T) and NEWMONT CORP (NEM). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SELECT SECTOR SPDR TR (XLB) and ALPHABET INC (GOOG).

Constitution Capital LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Constitution Capital LLC made a return of -3.83% in the last quarter. In trailing 12 months, it's portfolio return was 7.25%.

Performance
S&P 500

New Buys

Ticker	$ Bought
asml holding n v	668,663
at&t inc	645,840
newmont corp	534,198
thermo fisher scientific inc	245,107
alphabet inc	232,212
taiwan semiconductor mfg ltd	212,723
disney walt co	204,786

New stocks bought by Constitution Capital LLC

Additions

Ticker	% Inc.
netflix inc	900
select sector spdr tr	129
select sector spdr tr	117
select sector spdr tr	117
alphabet inc	102
select sector spdr tr	102
select sector spdr tr	101
coca cola co	99.63

Additions to existing portfolio by Constitution Capital LLC

Reductions

Ticker	% Reduced
waste mgmt inc del	-45.00
wells fargo co new	-43.4
amgen inc	-34.33
unitedhealth group inc	-31.39
microsoft corp	-20.6
eli lilly & co	-19.61
sysco corp	-18.36
canadian natl ry co	-14.57

Constitution Capital LLC reduced stake in above stock

Sold off

Ticker	$ Sold
verizon communications inc	-629,012
boeing co	-1,294,980
bank america corp	-208,940
tesla inc	-364,670

Constitution Capital LLC got rid off the above stocks

Sector Distribution

Constitution Capital LLC has about 30.6% of it's holdings in Technology sector.

Sector	%
Technology	30.6
Consumer Defensive	15.4
Others	15.1
Financial Services	10.4
Utilities	7.1
Consumer Cyclical	6.8
Healthcare	5
Communication Services	4.5
Industrials	4

Market Cap. Distribution

Constitution Capital LLC has about 84.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	68.9
LARGE-CAP	16
UNALLOCATED	15.1

Stocks belong to which Index?

About 84.9% of the stocks held by Constitution Capital LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	84.9
Others	15.1

Top 5 Winners (%)		%
LLY	eli lilly & co	36.8 %
GOOG	alphabet inc	20.0 %
CAT	caterpillar inc	19.6 %
MRK	merck & co inc	19.4 %
MAR	marriott intl inc new	18.1 %

Top 5 Winners ($)		$
GOOG	alphabet inc	1.1 M
XLB	select sector spdr tr	0.9 M
WMT	walmart inc	0.7 M
JNJ	johnson & johnson	0.6 M
AAPL	apple inc	0.6 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
XLB	select sector spdr tr	-43.2 %
XLB	select sector spdr tr	-43.0 %
XLB	select sector spdr tr	-42.7 %
XLB	select sector spdr tr	-41.2 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-5.0 M
MSFT	microsoft corp	-3.7 M
XLB	select sector spdr tr	-2.1 M
NFLX	netflix inc	-1.5 M
HD	home depot inc	-1.4 M

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 64 stocks in it's portfolio. About 59.9% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Constitution Capital LLC last quarter.

Last Reported on: 09 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.12	32,058	8,715,290	reduced	-0.57

ABBV	abbvie inc	0.16	1,500	342,735	unchanged	0.00

AEP	american elec pwr co inc	0.76	13,975	1,611,460	added	49.39

AMGN	amgen inc	0.12	765	250,392	reduced	-34.33

AMZN	amazon com inc	2.89	26,505	6,117,880	added	39.21

AXP	american express co	2.32	13,275	4,911,090	added	5.11

BA	boeing co	0.00	0.00	0.00	sold off	-100

BAC	bank america corp	0.00	0.00	0.00	sold off	-100

CAT	caterpillar inc	0.63	2,330	1,334,790	added	4.48

COST	costco whsl corp new	1.81	4,445	3,833,100	added	17.28

CVX	chevron corp new	0.23	3,150	480,092	added	84.43

DE	deere & co	0.22	1,000	465,570	unchanged	0.00

DIS	disney walt co	0.10	1,800	204,786	new

DUK	duke energy corp new	2.08	37,438	4,388,110	added	0.9

GOOG	alphabet inc	3.05	20,602	6,448,430	added	102

GOOG	alphabet inc	0.11	740	232,212	new

GS	goldman sachs group inc	0.54	1,300	1,142,700	added	44.44

HD	home depot inc	3.62	22,263	7,660,700	reduced	-7.35

JNJ	johnson & johnson	2.56	26,145	5,410,710	reduced	-6.92

JPM	jpmorgan chase & co.	6.06	39,784	12,819,000	added	0.44