Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Constitution Capital LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Constitution Capital LLC (CIK 1845531) reported $194.8M across 62 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MSFT ($26.2M, 13.46%), JPM ($12.5M, 6.40%), LLY ($10.7M, 5.51%), XLV ($9.4M, 4.83%), WMT ($9.1M, 4.66%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1MSFTMICROSOFT CORP$26.2M13.46%70,308Added
2JPMJPMORGAN CHASE & CO$12.5M6.40%38,086Trimmed
3LLYELI LILLY & CO$10.7M5.51%8,941Added
4XLVSELECT SECTOR SPDR TR$9.4M4.83%59,280Trimmed
5WMTWALMART INC$9.1M4.66%80,081Trimmed
6XLKSELECT SECTOR SPDR TR$9.1M4.65%47,550Trimmed
7AAPLAPPLE INC$9.0M4.63%31,178Trimmed
8NVDANVIDIA CORPORATION$8.7M4.49%43,675Trimmed
9JNJJOHNSON & JOHNSON$8.1M4.15%31,820Trimmed
10NEENEXTERA ENERGY INC$7.5M3.87%85,959Trimmed
11HDHOME DEPOT INC$7.4M3.79%20,913Trimmed
12UNPUNION PAC CORP$5.7M2.92%20,898Trimmed
13KOCOCA COLA CO$5.4M2.76%66,181Trimmed
14GOOGLALPHABET INC$4.9M2.49%13,580Trimmed
15AMZNAMAZON COM INC$4.8M2.47%20,195Trimmed
16PEPPEPSICO INC$4.4M2.27%32,699Trimmed
17DUKDUKE ENERGY CORP NEW$4.4M2.26%34,713Trimmed
18AXPAMERICAN EXPRESS CO$4.4M2.23%12,870Trimmed
19PGPROCTER & GAMBLE CO$3.1M1.62%21,480Trimmed
20AEPAMERICAN ELEC PWR CO INC$2.9M1.51%21,545Trimmed
21XLFSELECT SECTOR SPDR TR$2.9M1.47%53,291Trimmed
22XLYSELECT SECTOR SPDR TR$2.6M1.32%21,993Trimmed
23CATCATERPILLAR INC$2.5M1.29%2,360Added
24UNHUNITEDHEALTH GROUP INC$2.4M1.23%5,777Trimmed
25COSTCOSTCO WHOLESALE CORPORATION$2.3M1.18%2,452Trimmed

Source: SEC Form 13F filings · as of 2026-06-30