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CIK: 0001845531
Total reported value
$214.8M
$214.8M
62 檔
31.6%
The Q2 2026 SEC filing reveals that Constitution Capital LLC held a total portfolio value of $214.8M, covering 62 public equity positions.
In Q2 2026, Constitution Capital LLC adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, JPM, LLY) accounted for 31.6% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 13.46% | +3.27% | +0.95% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.40% | +0.43% | -5.74% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.51% | -1.46% | +626.91% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-Other | 4.83% | -0.07% | -1.79% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 4.66% | -0.91% | -15.58% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 4.65% | -0.14% | -2.13% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.63% | +0.32% | -4.06% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 4.49% | +0.93% | -6.73% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.15% | +0.20% | -35.71% | |
| 10 | NEE | Nextera Energy Inc | Stock-Utilities | 3.87% | -0.31% | -25.61% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 3.79% | -1.07% | -3.73% | |
| 12 | UNP | Union Pacific CORP | Stock-Industrials | 2.92% | +0.56% | -0.69% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.76% | +2.94% | -28.64% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.49% | -0.31% | -13.39% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | -0.17% | -7.76% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.27% | -0.56% | -3.40% | |
| 17 | DUK | Duke Energy CORP | Stock-Utilities | 2.26% | -0.38% | -31.55% | |
| 18 | AXP | American Express Co | Stock-Financials | 2.23% | -0.14% | -5.89% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.62% | -0.33% | -15.53% | |
| 20 | AEP | American Electric Power | Stock-Utilities | 1.51% | -0.68% | -47.64% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.47% | -0.18% | -3.21% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.32% | -0.19% | -0.59% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.29% | -0.09% | +1.29% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.23% | -0.26% | -5.01% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.18% | -0.16% | -74.92% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.03% | -0.05% | — | |
| 27 | GEV | GE Vernova Inc | Stock-Industrials | 1.02% | -0.27% | — | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | -0.01% | -0.54% | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.78% | -0.11% | -2.42% | |
| 30 | WM | Waste Management Inc | Stock-Industrials | 0.67% | -0.28% | -52.30% | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.65% | -0.15% | -2.92% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-Other | 0.59% | -0.10% | -1.20% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | -0.04% | -0.21% | |
| 34 | SYY | Sysco CORP | Stock-Consumer Staples | 0.49% | -0.09% | -4.18% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.46% | EXIT | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.42% | -0.08% | — | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.41% | +0.02% | -2.29% | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.33% | -0.02% | — | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.31% | -0.06% | +0.92% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.28% | +0.01% | — | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.26% | -0.03% | — | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.26% | -0.02% | -2.28% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | +0.38% | -28.20% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.22% | -0.01% | — | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | -0.02% | — | |
| 46 | BHVN | Biohaven Ltd. | Stock-Other | 0.21% | -0.04% | +58.82% | |
| 47 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 0.19% | -0.04% | — | |
| 48 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.18% | -0.02% | — | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.17% | -0.06% | — | |
| 50 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.16% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +4.9% | +626.91% | Add |
| 2 | XLK | Ss Technology Select Sector | +1.4% | -2.13% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +1% | NEW | New buy |
| 4 | MSFT | Microsoft CORP | +0.6% | +0.95% | Add |
| 5 | AAPL | Apple Inc | +0.5% | -4.06% | Trim |
| 6 | CAT | Caterpillar Inc | +0.5% | +1.29% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.5% | -5.74% | Trim |
| 8 | UNH | Unitedhealth Group Inc | +0.4% | -5.01% | Trim |
| 9 | NVDA | Nvidia CORP | +0.4% | -6.73% | Trim |
| 10 | XLV | Ss Health Care Select Sector | +0.4% | -1.79% | Trim |
| 11 | UNP | Union Pacific CORP | +0.4% | -0.69% | Trim |
| 12 | GEV | GE Vernova Inc | +0.3% | — | Unchanged |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | -13.39% | Trim |
| 14 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 15 | HD | Home Depot Inc | +0.2% | -3.73% | Trim |
| 16 | AMZN | Amazon.com Inc | +0.2% | -7.76% | Trim |
| 17 | AXP | American Express Co | +0.2% | -5.89% | Trim |
| 18 | BHVN | Biohaven Ltd. | +0.1% | +58.82% | Add |
| 19 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 20 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 21 | CMCSA | Comcast Corp-class A | +0.1% | NEW | New buy |
| 22 | XLY | Ss Consumer Disc Select Sect | +0.1% | -0.59% | Trim |
| 23 | V | Visa Inc-class A Shares | +0.1% | -0.54% | Trim |
| 24 | XLF | Ss Financial Select Sector | +0.1% | -3.21% | Trim |
| 25 | XLI | Ss Industrial Select Sector | +0.1% | -1.20% | Trim |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.21% | Trim |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 28 | SYY | Sysco CORP | +0.1% | -4.18% | Trim |
| 29 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | Unchanged |
| 30 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | Unchanged |
| 31 | DE | Deere & Co | +0.1% | — | Unchanged |
| 32 | MS | Morgan Stanley | 0% | — | Unchanged |
| 33 | CNI | Canadian Natl Railway Co | 0% | — | Unchanged |
| 34 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 35 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 36 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 37 | XGDVX | Gabelli Dividend & Income Tr | 0% | — | Unchanged |
| 38 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 39 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +0.92% | Add |
| 41 | TKO | Tko Group Holdings Inc | 0% | — | Unchanged |
| 42 | TJX | Tjx Companies Inc | — | +2.58% | Add |
| 43 | XLP | Ss Consumer Staples Sel Sect | — | -2.28% | Trim |
| 44 | SO | Southern Co/the | 0% | -2.92% | Trim |
| 45 | ABBV | Abbvie Inc | 0% | -20.00% | Trim |
| 46 | XLC | Ss Comm Select Sector Spdr | 0% | -2.42% | Trim |
| 47 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 48 | CVX | Chevron CORP | 0% | — | Unchanged |
| 49 | XLE | Ss Energy Select Sector | -0.1% | -2.29% | Trim |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -28.20% | Trim |
According to official SEC Form 13F filings, Constitution Capital LLC reported a total U.S. public equity portfolio value of $214.8M across 62 disclosed positions in Q2 2026.
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.
Top New Position Initiated
GOOG
市值: $2.0M
Top Position Liquidated / Trimmed
MCD
前期市值: $756.8K
During Q2 2026, Constitution Capital LLC's top holdings by market value included MSFT (13.5%)、JPM (6.4%)、LLY (5.5%). The largest single position, MSFT, represented 13.5% of total portfolio value.
In Q2 2026, Constitution Capital LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 6 positions, trimming 34 holdings, and fully liquidating 4 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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