Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Microsoft Corp.COM | COM | $26.2M | 13.5% |
| JPMORGAN Chase & COCOM | COM | $12.5M | 6.4% |
| Eli Lilly & COCOM | COM | $10.7M | 5.5% |
| Select Sector SPDR TRST STR CARE ETF | ST STR CARE ETF | $9.41M | 4.8% |
| Walmart Inc.COM | COM | $9.07M | 4.7% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $9.06M | 4.7% |
| Apple Inc.COM | COM | $9.02M | 4.6% |
| Nvidia CorporationCOM | COM | $8.74M | 4.5% |
| Johnson & JohnsonCOM | COM | $8.08M | 4.1% |
| Nextera Energy Inc.COM | COM | $7.54M | 3.9% |
| Home Depot Inc.COM | COM | $7.38M | 3.8% |
| Union Pac Corp.COM | COM | $5.68M | 2.9% |
| Coca Cola COCOM | COM | $5.38M | 2.8% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $4.85M | 2.5% |
| Amazon Com Inc.COM | COM | $4.81M | 2.5% |
| Pepsico Inc.COM | COM | $4.43M | 2.3% |
| Duke Energy Corp. NewCOM NEW | COM NEW | $4.39M | 2.3% |
| American Express COCOM | COM | $4.35M | 2.2% |
| Procter & Gamble COCOM | COM | $3.15M | 1.6% |
| American Elec Pwr CO Inc.COM | COM | $2.95M | 1.5% |
| Select Sector SPDR TRST STR FINL ETF | ST STR FINL ETF | $2.86M | 1.5% |
| Select Sector SPDR TRST STR DISCR ETF | ST STR DISCR ETF | $2.58M | 1.3% |
| Caterpillar Inc.COM | COM | $2.51M | 1.3% |
| Unitedhealth Group Inc.COM | COM | $2.4M | 1.2% |
| Costco Wholesale CorporationCOM | COM | $2.29M | 1.2% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $2M | 1.0% |
| GE Vernova Inc.COM | COM | $1.99M | 1.0% |
| Visa Inc.COM CL A | COM CL A | $1.59M | 0.8% |
| Select Sector SPDR TRST STR SVC ETF | ST STR SVC ETF | $1.51M | 0.8% |
| Waste Mgmt Inc. DelCOM | COM | $1.31M | 0.7% |
| Southern COCOM | COM | $1.27M | 0.7% |
| Select Sector SPDR TRST STR INDL ETF | ST STR INDL ETF | $1.14M | 0.6% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $1.05M | 0.5% |
| Sysco Corp.COM | COM | $958K | 0.5% |
| Exxon Mobil Corp.COM | COM | $899K | 0.5% |
| Goldman Sachs Group Inc.COM | COM | $809K | 0.4% |
| Select Sector SPDR TRST STR ENERG ETF | ST STR ENERG ETF | $803K | 0.4% |
| Deere & COCOM | COM | $634K | 0.3% |
| Select Sector SPDR TRST STR UTIL ETF | ST STR UTIL ETF | $599K | 0.3% |
| Merck & CO Inc.COM | COM | $550K | 0.3% |
| AT&T Inc.COM | COM | $515K | 0.3% |
| Select Sector SPDR TRST STR STAPL ETF | ST STR STAPL ETF | $514K | 0.3% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $446K | 0.2% |
| Advanced Micro Devices Inc.COM | COM | $436K | 0.2% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $406K | 0.2% |
| Biohaven LtdCOM | COM | $402K | 0.2% |
| Tko Group Holdings Inc.CL A | CL A | $362K | 0.2% |
| Canadian Natl RY COCOM | COM | $350K | 0.2% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $334K | 0.2% |
| Marriott Intl Inc. NewCL A | CL A | $315K | 0.2% |
Microsoft Corp.COM$26.2M
- Class
- COM
- Share
- 13.5%
JPMORGAN Chase & COCOM$12.5M
- Class
- COM
- Share
- 6.4%
Eli Lilly & COCOM$10.7M
- Class
- COM
- Share
- 5.5%
Select Sector SPDR TRST STR CARE ETF$9.41M
- Class
- ST STR CARE ETF
- Share
- 4.8%
Walmart Inc.COM$9.07M
- Class
- COM
- Share
- 4.7%
Select Sector SPDR TRST STR TECHN ETF$9.06M
- Class
- ST STR TECHN ETF
- Share
- 4.7%
Apple Inc.COM$9.02M
- Class
- COM
- Share
- 4.6%
Nvidia CorporationCOM$8.74M
- Class
- COM
- Share
- 4.5%
Johnson & JohnsonCOM$8.08M
- Class
- COM
- Share
- 4.1%
Nextera Energy Inc.COM$7.54M
- Class
- COM
- Share
- 3.9%
Home Depot Inc.COM$7.38M
- Class
- COM
- Share
- 3.8%
Union Pac Corp.COM$5.68M
- Class
- COM
- Share
- 2.9%
Coca Cola COCOM$5.38M
- Class
- COM
- Share
- 2.8%
Alphabet Inc.CAP STK CL A$4.85M
- Class
- CAP STK CL A
- Share
- 2.5%
Amazon Com Inc.COM$4.81M
- Class
- COM
- Share
- 2.5%
Pepsico Inc.COM$4.43M
- Class
- COM
- Share
- 2.3%
Duke Energy Corp. NewCOM NEW$4.39M
- Class
- COM NEW
- Share
- 2.3%
American Express COCOM$4.35M
- Class
- COM
- Share
- 2.2%
Procter & Gamble COCOM$3.15M
- Class
- COM
- Share
- 1.6%
American Elec Pwr CO Inc.COM$2.95M
- Class
- COM
- Share
- 1.5%
Select Sector SPDR TRST STR FINL ETF$2.86M
- Class
- ST STR FINL ETF
- Share
- 1.5%
Select Sector SPDR TRST STR DISCR ETF$2.58M
- Class
- ST STR DISCR ETF
- Share
- 1.3%
Caterpillar Inc.COM$2.51M
- Class
- COM
- Share
- 1.3%
Unitedhealth Group Inc.COM$2.4M
- Class
- COM
- Share
- 1.2%
Costco Wholesale CorporationCOM$2.29M
- Class
- COM
- Share
- 1.2%
Alphabet Inc.CAP STK CL C$2M
- Class
- CAP STK CL C
- Share
- 1.0%
GE Vernova Inc.COM$1.99M
- Class
- COM
- Share
- 1.0%
Visa Inc.COM CL A$1.59M
- Class
- COM CL A
- Share
- 0.8%
Select Sector SPDR TRST STR SVC ETF$1.51M
- Class
- ST STR SVC ETF
- Share
- 0.8%
Waste Mgmt Inc. DelCOM$1.31M
- Class
- COM
- Share
- 0.7%
Southern COCOM$1.27M
- Class
- COM
- Share
- 0.7%
Select Sector SPDR TRST STR INDL ETF$1.14M
- Class
- ST STR INDL ETF
- Share
- 0.6%
State Str SPDR S&P 500 ETF TTR UNIT$1.05M
- Class
- TR UNIT
- Share
- 0.5%
Sysco Corp.COM$958K
- Class
- COM
- Share
- 0.5%
Exxon Mobil Corp.COM$899K
- Class
- COM
- Share
- 0.5%
Goldman Sachs Group Inc.COM$809K
- Class
- COM
- Share
- 0.4%
Select Sector SPDR TRST STR ENERG ETF$803K
- Class
- ST STR ENERG ETF
- Share
- 0.4%
Deere & COCOM$634K
- Class
- COM
- Share
- 0.3%
Select Sector SPDR TRST STR UTIL ETF$599K
- Class
- ST STR UTIL ETF
- Share
- 0.3%
Merck & CO Inc.COM$550K
- Class
- COM
- Share
- 0.3%
AT&T Inc.COM$515K
- Class
- COM
- Share
- 0.3%
Select Sector SPDR TRST STR STAPL ETF$514K
- Class
- ST STR STAPL ETF
- Share
- 0.3%
Berkshire Hathaway Inc. DelCL B NEW$446K
- Class
- CL B NEW
- Share
- 0.2%
Advanced Micro Devices Inc.COM$436K
- Class
- COM
- Share
- 0.2%
Invesco Qqq TRUNIT SER 1$406K
- Class
- UNIT SER 1
- Share
- 0.2%
Biohaven LtdCOM$402K
- Class
- COM
- Share
- 0.2%
Tko Group Holdings Inc.CL A$362K
- Class
- CL A
- Share
- 0.2%
Canadian Natl RY COCOM$350K
- Class
- COM
- Share
- 0.2%
Taiwan Semiconductor ManufacSPONSORED ADS$334K
- Class
- SPONSORED ADS
- Share
- 0.2%
Marriott Intl Inc. NewCL A$315K
- Class
- CL A
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 62 positions by value, with holdings of the same security combined. The 62 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1845531
- File number
- 028-20847
- Options
- 0 call, 0 put
- In the 25 largest
- 87.5%
- Prior quarter
- $200M at 31 March 2026
- Positions opened
- 5
- Positions closed
- 4
Common questions
What are Constitution Capital’s 13F holdings worth?
$195 million across 62 positions for the quarter ended 30 June 2026.
What is Constitution Capital’s largest 13F holding?
MICROSOFT CORP (COM) was the largest position at $26.2 million, or 13.5% of reported 13F value, as of 30 June 2026.
How concentrated is Constitution Capital’s 13F portfolio?
The ten largest positions accounted for 56.6% of reported value and the twenty-five largest for 87.5%, across 62 positions as of 30 June 2026.
Does Form 13F show everything Constitution Capital manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Constitution Capital file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.