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Latest Constitution Capital LLC Stock Portfolio

$214Million | No. of Holdings #62

Constitution Capital LLC Performance

2026 Q3+3.44%
YTD+6.61%
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 2026-10-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Constitution Capital LLC reported an equity portfolio of $214.8 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Constitution Capital LLC are MSFT, JPM, KO. The fund has invested 16.7% of it's portfolio in MICROSOFT CORP and 6.8% of portfolio in JPMORGAN CHASE & CO. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM) and COMCAST CORP NEW (CMCSA) stocks. They significantly reduced their stock positions in WASTE MGMT INC DEL (WM), AMERICAN ELEC PWR CO INC (AEP) and TAIWAN SEMICONDUCTOR MANUFAC (TSM). Constitution Capital LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP and VERTEX PHARMACEUTICALS INC (VRTX). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC DEL, COCA COLA CO (KO) and CATERPILLAR INC (CAT).
Constitution Capital LLC Equity Portfolio Value
Last Reported on: 23 Oct, 2026
$214Million
  as of Oct 23, 2026

Constitution Capital LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Constitution Capital LLC made a return of 3.44% in the last quarter. In trailing 12 months, it's portfolio return was 11.92%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp1,086,360
vertex pharmaceuticals inc209,124
New stocks bought by Constitution Capital LLC

Additions

Ticker% Inc.
berkshire hathaway inc del193
coca cola co114
caterpillar inc34.75
union pac corp31.46
nextera energy inc17.62
nvidia corporation16.76
jpmorgan chase & co16.51
american express co14.72
Additions to existing portfolio by Constitution Capital LLC

Reductions

Ticker% Reduced
waste mgmt inc del-30.72
american elec pwr co inc-30.4
taiwan semiconductor manufac-28.57
at&t inc-19.28
eli lilly & co-15.86
pepsico inc-11.51
procter & gamble co-10.94
select sector spdr tr-8.66
Constitution Capital LLC reduced stake in above stock

Sold off

Ticker$ Sold
comcast corp new-245,500
exxon mobil corp-898,934
Constitution Capital LLC got rid off the above stocks

Sector Distribution

Constitution Capital LLC has about 27.4% of it's holdings in Technology sector.

  • Technology
  • Others
  • Consumer Defensive
  • Financial Services
  • Healthcare
  • Utilities
  • Industrials
  • Consumer Cyclical
  • Communication Services
Sector%
Technology27.4
Others17.1
Consumer Defensive13.9
Financial Services10.3
Healthcare10
Utilities6.8
Industrials5.7
Consumer Cyclical5.3
Communication Services3.4

Market Cap. Distribution

Constitution Capital LLC has about 82.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP69
UNALLOCATED17.1
LARGE-CAP13.9

Stocks belong to which Index?

About 82.9% 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 50082.9
Others17.1
Top 5 Winners (%)%
MSFT
microsoft corp
37.4 %
CVX
chevron corporation
23.2 %
AMGN
amgen inc
16.4 %
T
at&t inc
16.1 %
XLB
select sector spdr tr
15.7 %
Top 5 Winners ($)$
MSFT
microsoft corp
9.8 M
AAPL
apple inc
1.4 M
NVDA
nvidia corporation
1.3 M
XLB
select sector spdr tr
0.6 M
KO
coca cola co
0.5 M
Top 5 Losers (%)%
CAT
caterpillar inc
-21.4 %
HD
home depot inc
-19.2 %
ge vernova inc
-19.1 %
SO
southern co
-13.3 %
XLB
select sector spdr tr
-12.8 %
Top 5 Losers ($)$
HD
home depot inc
-1.4 M
NEE
nextera energy inc
-1.1 M
WMT
walmart inc
-0.7 M
CAT
caterpillar inc
-0.7 M
AXP
american express co
-0.5 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 61.1% of the portfolio is in top 10 stocks. HD proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Constitution Capital LLC last quarter.

$214.84MTotal Value
64.00Positions
23 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Constitution Capital LLC, last reported on 23 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Constitution Capital LLC's holding in Asml Hldg Nv over time
0.1%125
$226.5K
0.1%
unchanged 0 percentunchanged
CMCSA
Comcast Corp New

Comcast Corp New

CMCSA
Constitution Capital LLC's holding in Comcast Corp New over time
0%0.00
$0.00
0%
decreased 100 percentsold off
CNI
Canadian Natl Ry Co

Canadian Natl Ry Co

CNI
Constitution Capital LLC's holding in Canadian Natl Ry Co over time
0.16%2,932
$348.6K
0.16%
unchanged 0 percentunchanged