The Analysis of Constitution Capital LLC's Holdings
Currently, Constitution Capital LLC holds 64 types of securities in its portfolio with a total value $211.5M. In the most recent quarter, they have increased their positions in KO (+57.2K shares, valued at $4.0M), XLK (+26.8K shares, valued at $3.9M), N/A (+10.4K shares, valued at $3.3M); decreased their positions in MSFT (-25.0K shares, valued at $12.1M), UNH (-3.1K shares, valued at $1.0M), WM (-4.3K shares, valued at $943.7K); initiated new positions in ASML (+625 shares, valued at $668.7K), T (+26.0K shares, valued at $645.8K), NEM (+5.3K shares, valued at $534.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP96.2K shares-20.60%2025-12-312026-01-09
JPM JPMORGAN CHASE & CO.39.8K shares0.44%2025-12-312026-01-09 WMT WALMART INC87.8K shares1.01%2025-12-312026-01-09 NVDA NVIDIA CORPORATION51.1K shares5.77%2025-12-312026-01-09 XLV SELECT SECTOR SPDR TR58.3K shares0.16%2025-12-312026-01-09 AAPL APPLE INC32.1K shares-0.57%2025-12-312026-01-09 KO COCA COLA CO114.7K shares99.63%2025-12-312026-01-09 HD HOME DEPOT INC22.3K shares-7.35%2025-12-312026-01-09 NEE NEXTERA ENERGY INC92.4K shares-1.03%2025-12-312026-01-09 XLK SELECT SECTOR SPDR TR49.7K shares117.03%2025-12-312026-01-09 ALPHABET INC ALPHABET INC20.6K shares102.24%2025-12-312026-01-09 AMZN AMAZON COM INC26.5K shares39.21%2025-12-312026-01-09 PEP PEPSICO INC38.0K shares-2.16%2025-12-312026-01-09 JNJ JOHNSON & JOHNSON26.1K shares-6.92%2025-12-312026-01-09 AXP AMERICAN EXPRESS CO13.3K shares5.11%2025-12-312026-01-09 UNP UNION PAC CORP21.1K shares-6.99%2025-12-312026-01-09 PG PROCTER AND GAMBLE CO31.4K shares27.48%2025-12-312026-01-09 COST COSTCO WHSL CORP NEW4.4K shares17.28%2025-12-312026-01-09 XLF SELECT SECTOR SPDR TR57.2K shares1.02%2025-12-312026-01-09 XLY SELECT SECTOR SPDR TR23.1K shares101.09%2025-12-312026-01-09 UNH UNITEDHEALTH GROUP INC6.7K shares-31.39%2025-12-312026-01-09 V VISA INC6.1K shares7.05%2025-12-312026-01-09 META META PLATFORMS INC2.7K shares-14.22%2025-12-312026-01-09 XLC SELECT SECTOR SPDR TR15.3K shares129.25%2025-12-312026-01-09 SO SOUTHERN CO19.1K shares-7.30%2025-12-312026-01-09 AEP AMERICAN ELEC PWR CO INC14.0K shares49.39%2025-12-312026-01-09 CAT CATERPILLAR INC2.3K shares4.48%2025-12-312026-01-09 LLY ELI LILLY & CO1.2K shares-19.61%2025-12-312026-01-09 WM WASTE MGMT INC DEL5.3K shares-45.00%2025-12-312026-01-09 GS GOLDMAN SACHS GROUP INC1.3K shares44.44%2025-12-312026-01-09 GEV GE VERNOVA INC1.7K shares0.00%2025-12-312026-01-09 XLI SELECT SECTOR SPDR TR7.0K shares11.60%2025-12-312026-01-09 XOM EXXON MOBIL CORP8.9K shares-1.50%2025-12-312026-01-09 SYY SYSCO CORP13.6K shares-18.36%2025-12-312026-01-09 SPY SPDR S&P 500 ETF TR1.4K shares-1.03%2025-12-312026-01-09 MS MORGAN STANLEY4.5K shares-1.75%2025-12-312026-01-09 XLE SELECT SECTOR SPDR TR16.1K shares102.01%2025-12-312026-01-09 ASML ASML HOLDING N V625 sharesnew addition2025-12-312026-01-09 T AT&T INC26.0K sharesnew addition2025-12-312026-01-09 XLU SELECT SECTOR SPDR TR13.5K shares117.34%2025-12-312026-01-09 XLP SELECT SECTOR SPDR TR7.1K shares4.19%2025-12-312026-01-09 NEM NEWMONT CORP5.3K sharesnew addition2025-12-312026-01-09 CVX CHEVRON CORP NEW3.1K shares84.43%2025-12-312026-01-09 DE DEERE & CO1.0K shares0.00%2025-12-312026-01-09 TKO TKO GROUP HOLDINGS INC1.8K shares-5.26%2025-12-312026-01-09 ABBV ABBVIE INC1.5K shares0.00%2025-12-312026-01-09 TJX TJX COS INC NEW2.2K shares25.86%2025-12-312026-01-09 LMT LOCKHEED MARTIN CORP600 shares0.00%2025-12-312026-01-09 CNI CANADIAN NATL RY CO2.9K shares-14.57%2025-12-312026-01-09 NSC NORFOLK SOUTHN CORP1.0K shares0.00%2025-12-312026-01-09 WFC WELLS FARGO CO NEW3.0K shares-43.40%2025-12-312026-01-09 MAR MARRIOTT INTL INC NEW850 shares-10.53%2025-12-312026-01-09 AMGN AMGEN INC765 shares-34.33%2025-12-312026-01-09 TMO THERMO FISHER SCIENTIFIC INC423 sharesnew addition2025-12-312026-01-09 ALPHABET INC ALPHABET INC740 sharesnew addition2025-12-312026-01-09 GDV GABELLI DIVID & INCOME TR8.3K shares0.00%2025-12-312026-01-09 NFLX NETFLIX INC2.4K shares900.00%2025-12-312026-01-09 TSM TAIWAN SEMICONDUCTOR MFG LTD700 sharesnew addition2025-12-312026-01-09 DIS DISNEY WALT CO1.8K sharesnew addition2025-12-312026-01-09 BIOHAVEN LTD BIOHAVEN LTD17.0K shares0.00%2025-12-312026-01-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available