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CIK: 0001845531
Total reported value
$194.8M
$194.8M
64 檔
50.8%
At the close of Q2 2024, Constitution Capital LLC disclosed equity holdings valued at approximately $194.8M, spread across 64 reported holdings.
During Q2 2024, Constitution Capital LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 30.52% | +0.57% | +3.64% | |
| 2 | PEP | Pepsico Inc | Stock-Consumer Staples | 6.75% | -0.36% | -17.51% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.14% | +0.46% | -1.03% | |
| 4 | HD | Home Depot Inc | Stock-Consumer Disc | 4.42% | +0.22% | -2.80% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.42% | +0.51% | +6.47% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 4.04% | +0.41% | -2.37% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 3.40% | -1.23% | +3.63% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 3.38% | -1.49% | +11.37% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.18% | +0.41% | +1293.04% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.57% | +0.41% | +9.07% | |
| 11 | UNP | Union Pacific CORP | Stock-Industrials | 2.54% | +0.37% | -0.30% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.53% | -0.22% | +0.85% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 2.33% | +1.42% | +3.27% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | +0.19% | +67.69% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.53% | -0.12% | EXIT | |
| 16 | DUK | Duke Energy CORP | Stock-Utilities | 1.44% | -1.06% | -7.16% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.44% | +0.16% | +24.34% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.28% | -0.76% | -0.59% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.19% | +0.12% | -3.03% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.08% | -1.90% | -10.53% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.24% | +49.92% | |
| 22 | SYY | Sysco CORP | Stock-Consumer Staples | 0.88% | +0.06% | -5.92% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.11% | +28.72% | |
| 24 | PLD | Prologis Inc | Stock-Real Estate | 0.65% | — | -20.86% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.38% | EXIT | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +4.94% | -61.10% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.53% | +0.47% | +50.90% | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.45% | — | — | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.45% | — | — | |
| 30 | XLF | Ss Financial Select Sector | ETF-Other | 0.43% | +0.11% | +12.60% | |
| 31 | AEP | American Electric Power | Stock-Utilities | 0.42% | -1.19% | +1.12% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.37% | -0.01% | +10.98% | |
| 33 | ELV | Elevance Health Inc | Stock-Healthcare | 0.37% | — | — | |
| 34 | XLI | Ss Industrial Select Sector | ETF-Other | 0.37% | +0.09% | +0.70% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.37% | -0.04% | +80.78% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | +0.08% | +4.15% | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.32% | +0.05% | -8.45% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | +0.02% | — | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | — | — | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.27% | -0.02% | +120.00% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.26% | +0.08% | +83.33% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | -3.69% | -54.53% | |
| 43 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.26% | — | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.12% | -58.95% | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.23% | — | +1.63% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.23% | — | — | |
| 47 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.22% | +0.03% | — | |
| 48 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.20% | +0.13% | NEW | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.19% | — | — | |
| 50 | XLE | Ss Energy Select Sector | ETF-Other | 0.18% | -0.06% | +0.13% |
According to official SEC Form 13F filings, Constitution Capital LLC reported a total U.S. public equity portfolio value of $194.8M across 64 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, PEP, JPM) accounted for 50.8% of total reported equity market value during Q2 2024.
During Q2 2024, Constitution Capital LLC's top holdings by market value included MSFT (30.5%)、PEP (6.8%)、JPM (6.1%). The largest single position, MSFT, represented 30.5% of total portfolio value.
In Q2 2024, Constitution Capital LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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