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CIK: 0001845531
Total reported value
$214.8M
$214.8M
61 檔
47.9%
At the close of Q3 2025, Constitution Capital LLC disclosed equity holdings valued at approximately $214.8M, spread across 61 reported holdings.
Constitution Capital LLC executed strategic sector rebalancing during Q3 2025, establishing 6 new positions while fully exiting 5 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 29.35% | +3.27% | +7.62% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.84% | +0.43% | -2.22% | |
| 3 | HD | Home Depot Inc | Stock-Consumer Disc | 4.55% | -1.07% | +2.34% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.21% | +0.93% | +11.40% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 4.19% | -0.91% | -3.47% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.84% | +0.32% | +1.42% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 3.79% | -0.07% | -2.25% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 3.29% | -0.31% | +23.96% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 3.02% | -0.14% | +1.06% | |
| 10 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.55% | -0.56% | -11.27% | |
| 11 | UNP | Union Pacific CORP | Stock-Industrials | 2.51% | +0.56% | -0.61% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.44% | +0.20% | +52.58% | |
| 13 | DUK | Duke Energy CORP | Stock-Utilities | 2.15% | -0.38% | -0.20% | |
| 14 | AXP | American Express Co | Stock-Financials | 1.96% | -0.14% | +2.06% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.95% | -0.17% | -5.23% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.78% | +2.94% | -46.66% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.77% | -0.33% | -12.97% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.64% | -0.16% | -0.26% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.59% | -0.26% | +46.63% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 1.43% | -0.18% | +0.12% | |
| 21 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.29% | -0.19% | -0.37% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | -0.31% | +36.70% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | — | -14.78% | |
| 24 | WM | Waste Management Inc | Stock-Industrials | 0.99% | -0.28% | +0.63% | |
| 25 | SO | Southern Co/the | Stock-Utilities | 0.91% | -0.15% | +20.20% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | -0.01% | +48.43% | |
| 27 | SYY | Sysco CORP | Stock-Consumer Staples | 0.64% | -0.09% | -2.49% | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 0.61% | — | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | -1.46% | +15.04% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | -0.09% | +0.54% | |
| 31 | AEP | American Electric Power | Stock-Utilities | 0.49% | -0.68% | -24.92% | |
| 32 | GEV | GE Vernova Inc | Stock-Industrials | 0.49% | -0.27% | -30.08% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.46% | EXIT | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.04% | +2.67% | |
| 35 | XLI | Ss Industrial Select Sector | ETF-Other | 0.45% | -0.10% | -2.34% | |
| 36 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.37% | -0.11% | +22.51% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.34% | -0.03% | +185.00% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.34% | -0.08% | -2.70% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.33% | +0.02% | -22.19% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | +0.38% | -7.58% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.29% | — | — | |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.25% | -0.06% | -0.82% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.25% | -0.02% | +0.25% | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.21% | -0.02% | — | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.21% | -0.02% | — | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.20% | +0.01% | +27.85% | |
| 47 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 0.18% | -0.04% | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | — | — | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | — | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | -0.02% | +0.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +6.9% | +7.62% | Add |
| 2 | NVDA | Nvidia CORP | +1.9% | +11.40% | Add |
| 3 | JNJ | Johnson & Johnson | +1% | +52.58% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +0.5% | -2.22% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +36.70% | Add |
| 6 | XLK | Ss Technology Select Sector | +0.4% | +1.06% | Add |
| 7 | SO | Southern Co/the | +0.3% | +20.20% | Add |
| 8 | V | Visa Inc-class A Shares | +0.2% | +48.43% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.2% | -14.78% | Add |
| 10 | AEP | American Electric Power | +0.2% | -24.92% | Add |
| 11 | NEE | Nextera Energy Inc | +0.1% | +23.96% | Add |
| 12 | XLC | Ss Comm Select Sector Spdr | +0.1% | +22.51% | Add |
| 13 | MS | Morgan Stanley | +0.1% | +185.00% | Add |
| 14 | ABBV | Abbvie Inc | 0% | — | Add |
| 15 | XLY | Ss Consumer Disc Select Sect | 0% | -0.37% | Trim |
| 16 | WM | Waste Management Inc | 0% | +0.63% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.67% | Add |
| 18 | TKO | Tko Group Holdings Inc | 0% | — | Unchanged |
| 19 | AMGN | Amgen Inc | 0% | +52.29% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.73% | Add |
| 21 | NFLX | Netflix Inc | 0% | — | Add |
| 22 | MRK | Merck & Co. Inc. | — | +27.85% | Add |
| 23 | WFC | Wells Fargo & Co | — | — | Unchanged |
| 24 | TJX | Tjx Companies Inc | — | -0.74% | Trim |
| 25 | XGDVX | Gabelli Dividend & Income Tr | — | — | Unchanged |
| 26 | XLI | Ss Industrial Select Sector | 0% | -2.34% | Trim |
| 27 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 28 | AXP | American Express Co | 0% | +2.06% | Trim |
| 29 | GS | Goldman Sachs Group Inc | 0% | -2.70% | Trim |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | -0.82% | Trim |
| 31 | CNI | Canadian Natl Railway Co | 0% | — | Unchanged |
| 32 | DE | Deere & Co | -0.1% | — | Unchanged |
| 33 | XLP | Ss Consumer Staples Sel Sect | -0.1% | +0.25% | Add |
| 34 | LLY | Eli Lilly & Co | -0.1% | +15.04% | Add |
| 35 | SYY | Sysco CORP | -0.1% | -2.49% | Trim |
| 36 | CAT | Caterpillar Inc | -0.1% | +0.54% | Trim |
| 37 | DUK | Duke Energy CORP | -0.1% | -0.20% | Add |
| 38 | XLF | Ss Financial Select Sector | -0.1% | +0.12% | Add |
| 39 | NSC | Norfolk Southern CORP | -0.1% | -60.00% | Trim |
| 40 | MAR | Marriott International -cl A | -0.1% | — | Trim |
| 41 | CVX | Chevron CORP | -0.2% | -39.22% | Trim |
| 42 | XOM | Exxon Mobil CORP | -0.2% | -9.61% | Trim |
| 43 | XLE | Ss Energy Select Sector | -0.2% | -22.19% | Trim |
| 44 | HD | Home Depot Inc | -0.3% | +2.34% | Add |
| 45 | WMT | Walmart Inc | -0.4% | -3.47% | Trim |
| 46 | UNP | Union Pacific CORP | -0.5% | -0.61% | Trim |
| 47 | COST | Costco Wholesale CORP | -0.7% | -0.26% | Trim |
| 48 | XLV | Ss Health Care Select Sector | -0.7% | -2.25% | Add |
| 49 | PG | Procter & Gamble Co/the | -0.9% | -12.97% | Trim |
| 50 | AAPL | Apple Inc | -0.9% | +1.42% | Trim |
According to official SEC Form 13F filings, Constitution Capital LLC reported a total U.S. public equity portfolio value of $214.8M across 61 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, JPM, HD) accounted for 47.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
BA
市值: $1.3M
Top Position Liquidated / Trimmed
BLK
前期市值: $1.0M
During Q3 2025, Constitution Capital LLC's top holdings by market value included MSFT (29.4%)、JPM (5.8%)、HD (4.5%). The largest single position, MSFT, represented 29.4% of total portfolio value.
In Q3 2025, Constitution Capital LLC made 60 total portfolio adjustments, initiating 6 new buys, adding to 27 positions, trimming 22 holdings, and fully liquidating 5 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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