Sponsored

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

Currently, Constitution Capital LLC holds 62 types of securities in its portfolio with a total value $194.8M. In the most recent quarter, they have increased their positions in LLY (+7.7K shares, valued at $9.2M), GOOG (+5.7K shares, valued at $2.0M), AMD (+750 shares, valued at $435.7K); decreased their positions in N/A (-7.3K shares, valued at $6.9M), JNJ (-17.7K shares, valued at $4.5M), AEP (-19.6K shares, valued at $2.7M); initiated new positions in GOOG (+5.7K shares, valued at $2.0M), AMD (+750 shares, valued at $435.7K), N/A (+2.1K shares, valued at $252.5K).

1M P&L

+3.1M+2.02%

3M P&L

+2.9M+1.85%

HY P&L

+3.7M+2.39%

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/A28.5M

17.5%

2Software - Infrastructure26.2M

16.1%

3Drug Manufacturers - General19.6M

12.1%

Top Industries by Stock Count

1N/A10 stocks

20.0%

2Drug Manufacturers - General4 stocks

8.0%

3Semiconductors3 stocks

6.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP70.3K shares0.95%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO38.1K shares-5.74%2026-06-302026-07-09

LLY ELI LILLY & CO8.9K shares626.91%2026-06-302026-07-09

XLV SELECT SECTOR SPDR TR59.3K shares-1.79%2026-06-302026-07-09

WMT WALMART INC80.1K shares-15.58%2026-06-302026-07-09

XLK SELECT SECTOR SPDR TR47.5K shares-2.13%2026-06-302026-07-09

AAPL APPLE INC31.2K shares-4.06%2026-06-302026-07-09

NVDA NVIDIA CORPORATION43.7K shares-6.73%2026-06-302026-07-09

Sponsored

JNJ JOHNSON & JOHNSON31.8K shares-35.71%2026-06-302026-07-09

NEXTERA ENERGY INC NEXTERA ENERGY INC86.0K shares-25.61%2026-06-302026-07-09

HD HOME DEPOT INC20.9K shares-3.73%2026-06-302026-07-09

UNP UNION PAC CORP20.9K shares-0.69%2026-06-302026-07-09

KO COCA COLA CO66.2K shares-28.64%2026-06-302026-07-09

GOOGL ALPHABET INC13.6K shares-13.39%2026-06-302026-07-09

AMZN AMAZON COM INC20.2K shares-7.76%2026-06-302026-07-09

PEP PEPSICO INC32.7K shares-3.40%2026-06-302026-07-09

Sponsored

DUK DUKE ENERGY CORP NEW34.7K shares-31.55%2026-06-302026-07-09

AXP AMERICAN EXPRESS CO12.9K shares-5.89%2026-06-302026-07-09

PG PROCTER & GAMBLE CO21.5K shares-15.53%2026-06-302026-07-09

AEP AMERICAN ELEC PWR CO INC21.5K shares-47.64%2026-06-302026-07-09

XLF SELECT SECTOR SPDR TR53.3K shares-3.21%2026-06-302026-07-09

XLY SELECT SECTOR SPDR TR22.0K shares-0.59%2026-06-302026-07-09

CAT CATERPILLAR INC2.4K shares1.29%2026-06-302026-07-09

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC5.8K shares-5.01%2026-06-302026-07-09

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.5K shares-74.92%2026-06-302026-07-09

GOOG ALPHABET INC5.7K sharesnew addition2026-06-302026-07-09

GEV GE VERNOVA INC1.7K shares0.00%2026-06-302026-07-09

VISA INC VISA INC4.6K shares-0.54%2026-06-302026-07-09

XLC SELECT SECTOR SPDR TR14.1K shares-2.42%2026-06-302026-07-09

WASTE MGMT INC DEL WASTE MGMT INC DEL5.9K shares-52.30%2026-06-302026-07-09

SOUTHERN CO SOUTHERN CO13.3K shares-2.93%2026-06-302026-07-09

XLI SELECT SECTOR SPDR TR6.2K shares-1.20%2026-06-302026-07-09

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.4K shares-0.21%2026-06-302026-07-09

SYY SYSCO CORP11.5K shares-4.18%2026-06-302026-07-09

EXXON MOBIL CORP EXXON MOBIL CORP6.6K shares-4.36%2026-06-302026-07-09

GS GOLDMAN SACHS GROUP INC800 shares0.00%2026-06-302026-07-09

XLE SELECT SECTOR SPDR TR15.1K shares-2.29%2026-06-302026-07-09

DE DEERE & CO1.0K shares0.00%2026-06-302026-07-09

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR13.2K shares0.92%2026-06-302026-07-09

MRK MERCK & CO INC4.3K shares0.00%2026-06-302026-07-09

Sponsored

T AT&T INC24.9K shares0.00%2026-06-302026-07-09

XLP SELECT SECTOR SPDR TR6.2K shares-2.28%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL891 shares-28.20%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC750 sharesnew addition2026-06-302026-07-09

QQQ INVESCO QQQ TR551 shares0.00%2026-06-302026-07-09

BHVN BIOHAVEN LTD27.0K shares58.82%2026-06-302026-07-09

TKO TKO GROUP HOLDINGS INC1.8K shares0.00%2026-06-302026-07-09

CNI CANADIAN NATL RY CO2.9K shares0.00%2026-06-302026-07-09

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC700 shares0.00%2026-06-302026-07-09

MAR MARRIOTT INTL INC NEW850 shares0.00%2026-06-302026-07-09

NSC NORFOLK SOUTHN CORP1.0K shares0.00%2026-06-302026-07-09

MS MORGAN STANLEY1.5K shares0.00%2026-06-302026-07-09

LMT LOCKHEED MARTIN CORP600 shares0.00%2026-06-302026-07-09

TJX TJX COS INC NEW2.0K shares2.58%2026-06-302026-07-09

CVX CHEVRON CORPORATION1.7K shares0.00%2026-06-302026-07-09

AMGN AMGEN INC765 shares0.00%2026-06-302026-07-09

Sponsored

CISCO SYS INC CISCO SYS INC2.1K sharesnew addition2026-06-302026-07-09

ASML ASML HLDG NV125 sharesnew addition2026-06-302026-07-09

WFC WELLS FARGO & CO3.0K shares0.00%2026-06-302026-07-09

CMCSA COMCAST CORP NEW10.0K sharesnew addition2026-06-302026-07-09

GDV GABELLI DIVID & INCOME TR8.3K shares0.00%2026-06-302026-07-09

ABBVIE INC ABBVIE INC800 shares-20.00%2026-06-302026-07-09

MSFT

MICROSOFT CORP

0.95%

Shares70.3K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

-5.74%

Shares38.1K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

626.91%

Shares8.9K

Event2026-06-30

Filed2026-07-09

XLV

SELECT SECTOR SPDR TR

-1.79%

Shares59.3K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

-15.58%

Shares80.1K

Event2026-06-30

Filed2026-07-09

XLK

SELECT SECTOR SPDR TR

-2.13%

Shares47.5K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-4.06%

Shares31.2K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

-6.73%

Shares43.7K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

-35.71%

Shares31.8K

Event2026-06-30

Filed2026-07-09

NEXTERA ENERGY INC

-25.61%

Shares86.0K

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

-3.73%

Shares20.9K

Event2026-06-30

Filed2026-07-09

UNP

UNION PAC CORP

-0.69%

Shares20.9K

Event2026-06-30

Filed2026-07-09

COCA COLA CO

-28.64%

Shares66.2K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

-13.39%

Shares13.6K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

-7.76%

Shares20.2K

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO INC

-3.40%

Shares32.7K

Event2026-06-30

Filed2026-07-09

DUK

DUKE ENERGY CORP NEW

-31.55%

Shares34.7K

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS CO

-5.89%

Shares12.9K

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

-15.53%

Shares21.5K

Event2026-06-30

Filed2026-07-09

AEP

AMERICAN ELEC PWR CO INC

-47.64%

Shares21.5K

Event2026-06-30

Filed2026-07-09

XLF

SELECT SECTOR SPDR TR

-3.21%

Shares53.3K

Event2026-06-30

Filed2026-07-09

XLY

SELECT SECTOR SPDR TR

-0.59%

Shares22.0K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC

1.29%

Shares2.4K

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC

-5.01%

Shares5.8K

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORPORATION

-74.92%

Shares2.5K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

New

Shares5.7K

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-09

VISA INC

-0.54%

Shares4.6K

Event2026-06-30

Filed2026-07-09

XLC

SELECT SECTOR SPDR TR

-2.42%

Shares14.1K

Event2026-06-30

Filed2026-07-09

WASTE MGMT INC DEL

-52.30%

Shares5.9K

Event2026-06-30

Filed2026-07-09

SOUTHERN CO

-2.93%

Shares13.3K

Event2026-06-30

Filed2026-07-09

XLI

SELECT SECTOR SPDR TR

-1.20%

Shares6.2K

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

-0.21%

Shares1.4K

Event2026-06-30

Filed2026-07-09

SYY

SYSCO CORP

-4.18%

Shares11.5K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP

-4.36%

Shares6.6K

Event2026-06-30

Filed2026-07-09

GOLDMAN SACHS GROUP INC

0.00%

Shares800

Event2026-06-30

Filed2026-07-09

XLE

SELECT SECTOR SPDR TR

-2.29%

Shares15.1K

Event2026-06-30

Filed2026-07-09

DEERE & CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

SELECT SECTOR SPDR TR

0.92%

Shares13.2K

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-09

AT&T INC

0.00%

Shares24.9K

Event2026-06-30

Filed2026-07-09

XLP

SELECT SECTOR SPDR TR

-2.28%

Shares6.2K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

-28.20%

Shares891

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

New

Shares750

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

0.00%

Shares551

Event2026-06-30

Filed2026-07-09

BHVN

BIOHAVEN LTD

58.82%

Shares27.0K

Event2026-06-30

Filed2026-07-09

TKO

TKO GROUP HOLDINGS INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-09

CNI

CANADIAN NATL RY CO

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares700

Event2026-06-30

Filed2026-07-09

MAR

MARRIOTT INTL INC NEW

0.00%

Shares850

Event2026-06-30

Filed2026-07-09

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

MORGAN STANLEY

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-09

LMT

LOCKHEED MARTIN CORP

0.00%

Shares600

Event2026-06-30

Filed2026-07-09

TJX

TJX COS INC NEW

2.58%

Shares2.0K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-09

AMGN

AMGEN INC

0.00%

Shares765

Event2026-06-30

Filed2026-07-09

CISCO SYS INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-09

ASML

ASML HLDG NV

New

Shares125

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO & CO

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-09

CMCSA

COMCAST CORP NEW

New

Shares10.0K

Event2026-06-30

Filed2026-07-09

GDV

GABELLI DIVID & INCOME TR

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-09

ABBVIE INC

-20.00%

Shares800

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available