Grufity logo
Grufity logo

Latest Constitution Capital LLC Stock Portfolio

$194Million | No. of Holdings #62

Constitution Capital LLC Performance

2026 Q2+6.44%
YTD+3.07%
2025+17.08%

About Constitution Capital LLC and 13F Hedge Fund Stock Holdings

Constitution Capital LLC is a hedge fund based in Shelton, CT. On 2026-07-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Constitution Capital LLC reported an equity portfolio of $194.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Constitution Capital LLC are MSFT, JPM, LLY. The fund has invested 13.5% of it's portfolio in MICROSOFT CORP and 6.4% of portfolio in JPMORGAN CHASE & CO. <br><br> The fund managers got completely rid off MCDONALDS CORP (MCD), VERIZON COMMUNICATIONS INC (VZ) and NETFLIX INC. (NFLX) stocks. They significantly reduced their stock positions in COSTCO WHOLESALE CORPORATION (COST), WASTE MGMT INC DEL (WM) and AMERICAN ELEC PWR CO INC (AEP). Constitution Capital LLC opened new stock positions in ALPHABET INC (GOOG), ADVANCED MICRO DEVICES INC (AMD) and CISCO SYS INC (CSCO). The fund showed a lot of confidence in some stocks as they added substantially to ELI LILLY & CO (LLY), BIOHAVEN LTD and TJX COS INC NEW (TJX).
Constitution Capital LLC Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$194Million
  as of Jul 09, 2026

Constitution Capital LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Constitution Capital LLC made a return of 6.44% in the last quarter. In trailing 12 months, it's portfolio return was 14.52%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
alphabet inc1,999,850
advanced micro devices inc435,683
cisco sys inc252,539
asml hldg nv248,680
comcast corp new245,500
New stocks bought by Constitution Capital LLC

Additions

Ticker% Inc.
eli lilly & co626
biohaven ltd58.82
tjx cos inc new2.58
caterpillar inc1.29
microsoft corp0.95
select sector spdr tr0.92
Additions to existing portfolio by Constitution Capital LLC

Reductions

Ticker% Reduced
costco wholesale corporation-74.92
waste mgmt inc del-52.3
american elec pwr co inc-47.64
johnson & johnson-35.71
duke energy corp new-31.55
coca cola co-28.64
berkshire hathaway inc del-28.2
nextera energy inc-25.61
Constitution Capital LLC reduced stake in above stock

Sold off

Ticker$ Sold
verizon communications inc-235,940
mcdonalds corp-756,774
netflix inc.-230,760
l3harris technologies inc-207,090
Constitution Capital LLC got rid off the above stocks

Sector Distribution

Constitution Capital LLC has about 22.9% of it's holdings in Technology sector.

  • Technology
  • Others
  • Consumer Defensive
  • Healthcare
  • Financial Services
  • Utilities
  • Consumer Cyclical
  • Industrials
  • Communication Services
Sector%
Technology22.9
Others17.7
Consumer Defensive13
Healthcare11.4
Financial Services10.2
Utilities8.3
Consumer Cyclical6.6
Industrials5.5
Communication Services3.8

Market Cap. Distribution

Constitution Capital LLC has about 82.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP68.8
UNALLOCATED17.7
LARGE-CAP13.5

Stocks belong to which Index?

About 82.4% of the stocks held by Constitution Capital LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50082.4
Others17.6
Top 5 Winners (%)%
biohaven ltd
54.2 %
UNH
unitedhealth group inc
52.3 %
CAT
caterpillar inc
49.8 %
XLB
select sector spdr tr
42.9 %
TSM
taiwan semiconductor manufac
41.3 %
Top 5 Winners ($)$
XLB
select sector spdr tr
2.8 M
LLY
eli lilly & co
1.4 M
JPM
jpmorgan chase & co
1.3 M
NVDA
nvidia corporation
1.2 M
AAPL
apple inc
1.1 M
Top 5 Losers (%)%
T
at&t inc
-28.6 %
CVX
chevron corporation
-19.9 %
XOM
exxon mobil corp
-19.0 %
LMT
lockheed martin corp
-15.7 %
XLB
select sector spdr tr
-13.2 %
Top 5 Losers ($)$
WMT
walmart inc
-1.0 M
PEP
pepsico inc
-0.7 M
NEE
nextera energy inc
-0.5 M
COST
costco wholesale corporation
-0.4 M
XOM
exxon mobil corp
-0.2 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 62 stocks in it's portfolio. About 56.6% of the portfolio is in top 10 stocks. WMT proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Constitution Capital LLC last quarter.

$194.80MTotal Value
66.00Positions
09 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Constitution Capital LLC, last reported on 09 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Constitution Capital LLC's holding in Asml Hldg Nv over time
0.13%125
$248.7K
0.13%
new position
CMCSA
Comcast Corp New

Comcast Corp New

CMCSA
Constitution Capital LLC's holding in Comcast Corp New over time
0.13%10,000
$245.5K
0.13%
new position
CNI
Canadian Natl Ry Co

Canadian Natl Ry Co

CNI
Constitution Capital LLC's holding in Canadian Natl Ry Co over time
0.18%2,932
$349.6K
0.18%
unchanged 0 percentunchanged