Constitution Capital LLC reported 49 positions worth $183.21M for the quarter ended Sep 30, 2026, up 11.5% on the prior quarter. It opened 1 new position, added to 15, trimmed 16 and exited 1. Its largest holding is Microsoft Corp at 19.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| KO Coca Cola Co | +76.0K | +114.8% | $6.54M | 6.68% |
| JPM Jpmorgan Chase & Co | +6,287 | +16.5% | $2.08M | 8.01% |
| UNP Union Pacific Corp | +6,575 | +31.5% | $1.79M | 4.08% |
| NVDA Nvidia Corp | +7,320 | +16.8% | $1.67M | 6.36% |
| NEE Nextera Energy Inc | +15.1K | +17.6% | $1.15M | 4.18% |
| JNJ Johnson & Johnson | +3,515 | +11.0% | $930.56K | 5.11% |
| BRK-B Berkshire Hathaway Inc | +1,720 | +193.0% | $856.47K | 0.71% |
| CAT Caterpillar Inc | +820 | +34.7% | $664.85K | 1.41% |
| AXP American Express Co | +1,895 | +14.7% | $576.27K | 2.45% |
| AAPL Apple Inc. | +787 | +2.5% | $262.09K | 5.81% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LLY ELI LILLY & Co | -1,418 | -15.9% | $1.64M | 4.75% |
| AEP American Electric Power Co Inc | -6,550 | -30.4% | $777.09K | 0.971% |
| PEP Pepsico Inc | -3,765 | -11.5% | $477.10K | 2% |
| WM Waste Management Inc | -1,800 | -30.7% | $367.06K | 0.452% |
| PG PROCTER & GAMBLE Co | -2,350 | -10.9% | $341.41K | 1.52% |
| WMT Walmart Inc. | -2,525 | -3.2% | $262.40K | 4.4% |
| CMCSA Comcast Corp | -10.0K | -100.0% | $245.50K | Exited |
| MSFT Microsoft Corp | -250 | -0.4% | $128.22K | 19.61% |
| T At&T Inc. | -4,800 | -19.3% | $117.12K | 0.268% |
| HD Home Depot, Inc. | -370 | -1.8% | $105.26K | 3.19% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| VRTX Vertex Pharmaceuticals Inc / Ma | +400 | $209.12K | 0.114% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CMCSA Comcast Corp | -10.0K | $245.50K | 0.149% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 70.1K | $35.93M | 19.61% | -250 | -0.4% | Reduced | 0% |
| 2 | JPM Jpmorgan Chase & Co | Financial Services | 44.4K | $14.68M | 8.01% | +6,287 | +16.5% | Added | 0% |
| 3 | KO Coca Cola Co | Consumer Staples | 142.2K | $12.24M | 6.68% | +76.0K | +114.8% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 51.0K | $11.65M | 6.36% | +7,320 | +16.8% | Added | 0% |
| 5 | AAPL Apple Inc. | Technology | 32.0K | $10.64M | 5.81% | +787 | +2.5% | Added | 0% |
| 6 | JNJ Johnson & Johnson | Healthcare | 35.3K | $9.35M | 5.11% | +3,515 | +11.0% | Added | 0% |
| 7 | LLY ELI LILLY & Co | Healthcare | 7,523 | $8.70M | 4.75% | -1,418 | -15.9% | Reduced | 0% |
| 8 | WMT Walmart Inc. | Consumer Staples | 77.6K | $8.06M | 4.4% | -2,525 | -3.2% | Reduced | 0% |
| 9 | NEE Nextera Energy Inc | Utilities | 101.1K | $7.66M | 4.18% | +15.1K | +17.6% | Added | 0% |
| 10 | UNP Union Pacific Corp | Industrials | 27.5K | $7.48M | 4.08% | +6,575 | +31.5% | Added | 0% |
| 11 | HD Home Depot, Inc. | Consumer Discretionary | 20.5K | $5.84M | 3.19% | -370 | -1.8% | Reduced | 0% |
| 12 | AMZN Amazon Com Inc | Consumer Discretionary | 19.8K | $4.93M | 2.69% | -400 | -2.0% | Reduced | 0% |
| 13 | GOOGL Alphabet Inc. | Technology | 13.6K | $4.69M | 2.56% | +60 | +0.4% | Added | 0% |
| 14 | AXP American Express Co | Financial Services | 14.8K | $4.49M | 2.45% | +1,895 | +14.7% | Added | 0% |
| 15 | DUK Duke Energy CORP | Utilities | 35.5K | $4.05M | 2.21% | +800 | +2.3% | Added | 0% |
Tip. Select a row to see that position’s full history at Constitution Capital.
As of its Q3 2026 13F filing, Constitution Capital LLC’s five largest positions were Microsoft Corp (MSFT) at 19.6%, Jpmorgan Chase & Co (JPM) at 8.0%, Coca Cola Co (KO) at 6.7%, Nvidia Corp (NVDA) at 6.4%, Apple Inc. (AAPL) at 5.8% of the reported portfolio.
Constitution Capital LLC reported a 13F portfolio worth $183.21M across 49 positions for Q3 2026. That is up 11.5% from the previous quarter.
Its largest purchases by value were Coca Cola Co ($6.54M), Jpmorgan Chase & Co ($2.08M), Union Pacific Corp ($1.79M). It opened 1 new positions.
Its largest sales by value were ELI LILLY & Co ($1.64M), American Electric Power Co Inc ($777.09K), Pepsico Inc ($477.10K). It exited 1 positions entirely.
From the Form 13F-HR reports Constitution Capital LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.