Latest Constitution Capital LLC Stock Portfolio

Constitution Capital LLC Performance:

2026 Q1: -3.17%YTD: -3.17%2025: 17.08%

Performance for 2026 Q1 is -3.17%, and YTD is -3.17%, and 2025 is 17.08%.

About Constitution Capital LLC and 13F Hedge Fund Stock Holdings

Constitution Capital LLC is a hedge fund based in Shelton, CT. On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Constitution Capital LLC reported an equity portfolio of $200.1 Millions as of 31 Mar, 2026.

The top stock holdings of Constitution Capital LLC are MSFT, JNJ, JPM. The fund has invested 12.9% of it's portfolio in MICROSOFT CORP and 6% of portfolio in JOHNSON & JOHNSON.

The fund managers got completely rid off META PLATFORMS INC (META), ASML HOLDING N V (ASML) and NEWMONT CORP (NEM) stocks. They significantly reduced their stock positions in MORGAN STANLEY (MS), MERCK & CO INC (MRK) and CHEVRON CORPORATION (CVX). Constitution Capital LLC opened new stock positions in MCDONALDS CORP (MCD), VERIZON COMMUNICATIONS INC (VZ) and L3HARRIS TECHNOLOGIES INC (LHX). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN ELEC PWR CO INC (AEP), WASTE MGMT INC DEL (WM) and COSTCO WHOLESALE CORPORATION (COST).

Constitution Capital LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Constitution Capital LLC made a return of -3.17% in the last quarter. In trailing 12 months, it's portfolio return was 17.56%.

Performance
S&P 500

New Buys

Ticker	$ Bought
mcdonalds corp	756,774
verizon communications inc	235,940
l3harris technologies inc	207,090

New stocks bought by Constitution Capital LLC

Additions

Ticker	% Inc.
american elec pwr co inc	194
waste mgmt inc del	134
costco wholesale corporation	119
johnson & johnson	89.31
duke energy corp new	35.46
nextera energy inc	25.11
walmart inc	8.01
select sector spdr tr	3.52

Additions to existing portfolio by Constitution Capital LLC

Reductions

Ticker	% Reduced
morgan stanley	-66.52
merck & co inc	-48.93
chevron corporation	-46.03
goldman sachs group inc	-38.46
abbvie inc	-33.33
southern co	-28.23
microsoft corp	-27.61
alphabet inc	-23.89

Constitution Capital LLC reduced stake in above stock

Sold off

Ticker	$ Sold
newmont corp	-534,198
meta platforms inc	-1,811,950
disney walt co	-204,786
alphabet inc	-232,212
asml holding n v	-668,663
thermo fisher scientific inc	-245,107

Constitution Capital LLC got rid off the above stocks

Sector Distribution

Constitution Capital LLC has about 21.1% of it's holdings in Technology sector.

Sector	%
Technology	21.1
Consumer Defensive	19.2
Others	14.8
Utilities	12
Financial Services	9.3
Healthcare	7.9
Consumer Cyclical	6.5
Industrials	5.5
Communication Services	2.8

Market Cap. Distribution

Constitution Capital LLC has about 85.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	67.6
LARGE-CAP	17.6
UNALLOCATED	14.8

Stocks belong to which Index?

About 85.2% of the stocks held by Constitution Capital LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	85.2
Others	14.8

Top 5 Winners (%)		%
XLB	select sector spdr tr	36.3 %
XOM	exxon mobil corp	36.3 %
	ge vernova inc	33.6 %
CVX	chevron corporation	27.5 %
LMT	lockheed martin corp	25.0 %

Top 5 Winners ($)		$
JNJ	johnson & johnson	1.4 M
NEE	nextera energy inc	1.3 M
WMT	walmart inc	1.2 M
COST	costco wholesale corporation	1.0 M
KO	coca cola co	0.6 M

Top 5 Losers (%)		%
	biohaven ltd	-25.1 %
MSFT	microsoft corp	-20.2 %
AXP	american express co	-18.0 %
UNH	unitedhealth group inc	-17.1 %
WFC	wells fargo & co	-14.6 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-9.4 M
JPM	jpmorgan chase & co	-1.1 M
AXP	american express co	-0.9 M
NVDA	nvidia corporation	-0.6 M
AAPL	apple inc	-0.6 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 61 stocks in it's portfolio. About 57.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. JNJ was the most profitable stock for Constitution Capital LLC last quarter.

Last Reported on: 09 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.12	32,498	8,247,670	added	1.37

ABBV	abbvie inc	0.11	1,000	217,490	reduced	-33.33

AEP	american elec pwr co inc	2.70	41,145	5,393,290	added	194

AMGN	amgen inc	0.14	765	269,165	unchanged	0.00

AMZN	amazon com inc	2.28	21,895	4,560,070	reduced	-17.39

ASML	asml holding n v	0.00	0.00	0.00	sold off	-100

AXP	american express co	2.07	13,675	4,136,410	added	3.01

CAT	caterpillar inc	0.82	2,330	1,650,710	unchanged	0.00

CNI	canadian natl ry co	0.15	2,932	301,322	unchanged	0.00

COST	costco wholesale corporation	4.87	9,777	9,742,100	added	119

CVX	chevron corporation	0.18	1,700	351,730	reduced	-46.03

DE	deere & co	0.28	1,000	563,300	unchanged	0.00

DIS	disney walt co	0.00	0.00	0.00	sold off	-100

DUK	duke energy corp new	3.32	50,713	6,640,360	added	35.46

GOOG	alphabet inc	2.25	15,680	4,508,940	reduced	-23.89

GOOG	alphabet inc	0.00	0.00	0.00	sold off	-100

GS	goldman sachs group inc	0.34	800	676,792	reduced	-38.46

HD	home depot inc	3.57	21,723	7,144,480	reduced	-2.43

JNJ	johnson & johnson	6.05	49,495	12,098,600	added	89.31

JPM	jpmorgan chase & co	5.94	40,406	11,885,700	added	1.56