Sponsored

The Analysis of Constitution Capital LLC's Holdings & P&L

Currently, Constitution Capital LLC holds 61 types of securities in its portfolio with a total value $200.1M. In the most recent quarter, they have increased their positions in JNJ (+23.4K shares, valued at $5.7M), COST (+5.3K shares, valued at $5.3M), AEP (+27.2K shares, valued at $3.6M); decreased their positions in MSFT (-26.6K shares, valued at $9.8M), KO (-21.9K shares, valued at $1.7M), N/A (-4.9K shares, valued at $1.4M); initiated new positions in MCD (+2.4K shares, valued at $756.8K), VZ (+4.7K shares, valued at $235.9K), LHX (+600 shares, valued at $207.1K).

1M P&L

+1.5M+0.73%

3M P&L

+4.2M+2.13%

HY P&L

+11.1M+5.90%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A26.3M

14.0%

2Software - Infrastructure25.8M

13.8%

3Discount Stores21.5M

11.5%

Top Industries by Stock Count

1N/A11 stocks

20.0%

2Drug Manufacturers - General4 stocks

7.3%

3Railroads3 stocks

5.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP69.6K shares-27.61%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON49.5K shares89.31%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO40.4K shares1.56%2026-03-312026-04-09

WMT WALMART INC94.9K shares8.01%2026-03-312026-04-09

NEE NEXTERA ENERGY INC115.6K shares25.11%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION9.8K shares119.96%2026-03-312026-04-09

XLV SELECT SECTOR SPDR TR60.4K shares3.52%2026-03-312026-04-09

AAPL APPLE INC32.5K shares1.37%2026-03-312026-04-09

Sponsored

NVDA NVIDIA CORPORATION46.8K shares-8.30%2026-03-312026-04-09

HD HOME DEPOT INC21.7K shares-2.43%2026-03-312026-04-09

KO COCA COLA CO92.7K shares-19.12%2026-03-312026-04-09

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW50.7K shares35.46%2026-03-312026-04-09

XLK SELECT SECTOR SPDR TR48.6K shares-2.17%2026-03-312026-04-09

AEP AMERICAN ELEC PWR CO INC41.1K shares194.42%2026-03-312026-04-09

PEP PEPSICO INC33.9K shares-10.86%2026-03-312026-04-09

UNP UNION PAC CORP21.0K shares-0.26%2026-03-312026-04-09

Sponsored

AMZN AMAZON COM INC21.9K shares-17.39%2026-03-312026-04-09

ALPHABET INC ALPHABET INC15.7K shares-23.89%2026-03-312026-04-09

AXP AMERICAN EXPRESS CO13.7K shares3.01%2026-03-312026-04-09

PG PROCTER & GAMBLE CO25.4K shares-19.15%2026-03-312026-04-09

WM WASTE MGMT INC DEL12.3K shares134.00%2026-03-312026-04-09

XLF SELECT SECTOR SPDR TR55.1K shares-3.77%2026-03-312026-04-09

XLY SELECT SECTOR SPDR TR22.1K shares-4.28%2026-03-312026-04-09

CAT CATERPILLAR INC2.3K shares0.00%2026-03-312026-04-09

Sponsored

UNH UNITEDHEALTH GROUP INC6.1K shares-9.79%2026-03-312026-04-09

XLC SELECT SECTOR SPDR TR14.5K shares-5.58%2026-03-312026-04-09

GEV GE VERNOVA INC1.7K shares0.00%2026-03-312026-04-09

V VISA INC4.7K shares-23.06%2026-03-312026-04-09

SO SOUTHERN CO13.7K shares-28.23%2026-03-312026-04-09

XOM EXXON MOBIL CORP6.9K shares-22.71%2026-03-312026-04-09

LLY ELI LILLY & CO1.2K shares0.00%2026-03-312026-04-09

XLI SELECT SECTOR SPDR TR6.2K shares-10.54%2026-03-312026-04-09

Sponsored

XLE SELECT SECTOR SPDR TR15.5K shares-3.71%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T1.4K shares-2.22%2026-03-312026-04-09

SYY SYSCO CORP12.0K shares-11.93%2026-03-312026-04-09

MCD MCDONALDS CORP2.4K sharesnew addition2026-03-312026-04-09

T AT&T INC24.9K shares-4.23%2026-03-312026-04-09

GS GOLDMAN SACHS GROUP INC800 shares-38.46%2026-03-312026-04-09

XLU SELECT SECTOR SPDR TR13.1K shares-2.70%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares0.00%2026-03-312026-04-09

Sponsored

DE DEERE & CO1.0K shares0.00%2026-03-312026-04-09

XLP SELECT SECTOR SPDR TR6.3K shares-10.59%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC4.3K shares-48.93%2026-03-312026-04-09

TKO TKO GROUP HOLDINGS INC1.8K shares0.00%2026-03-312026-04-09

LMT LOCKHEED MARTIN CORP600 shares0.00%2026-03-312026-04-09

CVX CHEVRON CORPORATION1.7K shares-46.03%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR551 shares0.00%2026-03-312026-04-09

TJX TJX COS INC NEW1.9K shares-11.64%2026-03-312026-04-09

Sponsored

CNI CANADIAN NATL RY CO2.9K shares0.00%2026-03-312026-04-09

NSC NORFOLK SOUTHN CORP1.0K shares0.00%2026-03-312026-04-09

MAR MARRIOTT INTL INC NEW850 shares0.00%2026-03-312026-04-09

AMGN AMGEN INC765 shares0.00%2026-03-312026-04-09

MS MORGAN STANLEY1.5K shares-66.52%2026-03-312026-04-09

WFC WELLS FARGO & CO3.0K shares0.00%2026-03-312026-04-09

TSM TAIWAN SEMICONDUCTOR MANUFAC700 shares0.00%2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC4.7K sharesnew addition2026-03-312026-04-09

Sponsored

NFLX NETFLIX INC.2.4K shares0.00%2026-03-312026-04-09

GDV GABELLI DIVID & INCOME TR8.3K shares0.00%2026-03-312026-04-09

ABBV ABBVIE INC1.0K shares-33.33%2026-03-312026-04-09

LHX L3HARRIS TECHNOLOGIES INC600 sharesnew addition2026-03-312026-04-09

BIOHAVEN LTD BIOHAVEN LTD17.0K shares0.00%2026-03-312026-04-09

MSFT

MICROSOFT CORP

-27.61%

Shares69.6K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

89.31%

Shares49.5K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

1.56%

Shares40.4K

Event2026-03-31

Filed2026-04-09

WMT

WALMART INC

8.01%

Shares94.9K

Event2026-03-31

Filed2026-04-09

NEE

NEXTERA ENERGY INC

25.11%

Shares115.6K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION

119.96%

Shares9.8K

Event2026-03-31

Filed2026-04-09

XLV

SELECT SECTOR SPDR TR

3.52%

Shares60.4K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

1.37%

Shares32.5K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

-8.30%

Shares46.8K

Event2026-03-31

Filed2026-04-09

HOME DEPOT INC

-2.43%

Shares21.7K

Event2026-03-31

Filed2026-04-09

COCA COLA CO

-19.12%

Shares92.7K

Event2026-03-31

Filed2026-04-09

DUKE ENERGY CORP NEW

35.46%

Shares50.7K

Event2026-03-31

Filed2026-04-09

XLK

SELECT SECTOR SPDR TR

-2.17%

Shares48.6K

Event2026-03-31

Filed2026-04-09

AEP

AMERICAN ELEC PWR CO INC

194.42%

Shares41.1K

Event2026-03-31

Filed2026-04-09

PEP

PEPSICO INC

-10.86%

Shares33.9K

Event2026-03-31

Filed2026-04-09

UNP

UNION PAC CORP

-0.26%

Shares21.0K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

-17.39%

Shares21.9K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-23.89%

Shares15.7K

Event2026-03-31

Filed2026-04-09

AXP

AMERICAN EXPRESS CO

3.01%

Shares13.7K

Event2026-03-31

Filed2026-04-09

PROCTER & GAMBLE CO

-19.15%

Shares25.4K

Event2026-03-31

Filed2026-04-09

WASTE MGMT INC DEL

134.00%

Shares12.3K

Event2026-03-31

Filed2026-04-09

XLF

SELECT SECTOR SPDR TR

-3.77%

Shares55.1K

Event2026-03-31

Filed2026-04-09

XLY

SELECT SECTOR SPDR TR

-4.28%

Shares22.1K

Event2026-03-31

Filed2026-04-09

CAT

CATERPILLAR INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-09

UNH

UNITEDHEALTH GROUP INC

-9.79%

Shares6.1K

Event2026-03-31

Filed2026-04-09

XLC

SELECT SECTOR SPDR TR

-5.58%

Shares14.5K

Event2026-03-31

Filed2026-04-09

GEV

GE VERNOVA INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-09

VISA INC

-23.06%

Shares4.7K

Event2026-03-31

Filed2026-04-09

SOUTHERN CO

-28.23%

Shares13.7K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

-22.71%

Shares6.9K

Event2026-03-31

Filed2026-04-09

LLY

ELI LILLY & CO

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-09

XLI

SELECT SECTOR SPDR TR

-10.54%

Shares6.2K

Event2026-03-31

Filed2026-04-09

XLE

SELECT SECTOR SPDR TR

-3.71%

Shares15.5K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

-2.22%

Shares1.4K

Event2026-03-31

Filed2026-04-09

SYY

SYSCO CORP

-11.93%

Shares12.0K

Event2026-03-31

Filed2026-04-09

MCD

MCDONALDS CORP

New

Shares2.4K

Event2026-03-31

Filed2026-04-09

AT&T INC

-4.23%

Shares24.9K

Event2026-03-31

Filed2026-04-09

GOLDMAN SACHS GROUP INC

-38.46%

Shares800

Event2026-03-31

Filed2026-04-09

XLU

SELECT SECTOR SPDR TR

-2.70%

Shares13.1K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-09

DEERE & CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-09

XLP

SELECT SECTOR SPDR TR

-10.59%

Shares6.3K

Event2026-03-31

Filed2026-04-09

MERCK & CO INC

-48.93%

Shares4.3K

Event2026-03-31

Filed2026-04-09

TKO

TKO GROUP HOLDINGS INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-09

LMT

LOCKHEED MARTIN CORP

0.00%

Shares600

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORPORATION

-46.03%

Shares1.7K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

0.00%

Shares551

Event2026-03-31

Filed2026-04-09

TJX

TJX COS INC NEW

-11.64%

Shares1.9K

Event2026-03-31

Filed2026-04-09

CNI

CANADIAN NATL RY CO

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-09

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-09

MAR

MARRIOTT INTL INC NEW

0.00%

Shares850

Event2026-03-31

Filed2026-04-09

AMGN

AMGEN INC

0.00%

Shares765

Event2026-03-31

Filed2026-04-09

MORGAN STANLEY

-66.52%

Shares1.5K

Event2026-03-31

Filed2026-04-09

WFC

WELLS FARGO & CO

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares700

Event2026-03-31

Filed2026-04-09

VERIZON COMMUNICATIONS INC

New

Shares4.7K

Event2026-03-31

Filed2026-04-09

NFLX

NETFLIX INC.

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-09

GDV

GABELLI DIVID & INCOME TR

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

-33.33%

Shares1.0K

Event2026-03-31

Filed2026-04-09

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares600

Event2026-03-31

Filed2026-04-09

BIOHAVEN LTD

0.00%

Shares17.0K

Event2026-03-31

Filed2026-04-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available