account_balance
Investment manager · 13F filer · SEC CIK 1845531
Constitution Capital LLC
Reported value$215Mas of Sep 30, 2026
Positions62 1 new, 1 sold out
Top 10 weight61.1%MSFT alone is 17%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
16.7%
JPMJPMorgan Chase & Co
6.8%Added +17%
KOCoca-Cola Co
5.7%Added +115%
NVDANVIDIA Corp
5.4%Added +17%
AAPLApple Inc.
5.0%Added +3%
XLVSelect Sector SPDR Tr
4.8%Added +2%
XLKSelect Sector SPDR Tr
4.5%Added +4%
JNJJohnson & Johnson
4.4%Added +11%
LLYELI Lilly & Co
4.1%Trimmed −16%
WMTWalmart Inc.
3.8%Trimmed −3%
NEENextEra Energy Inc
3.6%Added +18%
UNPUnion Pacific Corp
3.5%Added +31%
MSFTMicrosoft Corp
16.7%
JPMJPMorgan Chase & Co
6.8%
KOCoca-Cola Co
5.7%+115%
NVDANVIDIA Corp
5.4%+17%
AAPLApple Inc.
5.0%+3%
XLVSelect Sector SPDR Tr
4.8%
XLKSelect Sector SPDR Tr
4.5%
JNJJohnson & Johnson
4.4%
LLYELI Lilly & Co
4.1%
WMT3.8%NEE3.6%UNP3.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 16.7% HeldJPM JPMorgan Chase & Co 6.8% Added +17%KO Coca-Cola Co 5.7% Added +115%NVDA NVIDIA Corp 5.4% Added +17%AAPL Apple Inc. 5.0% Added +3%
XLV Select Sector SPDR Tr 4.8% Added +2%
XLK Select Sector SPDR Tr 4.5% Added +4%
JNJ Johnson & Johnson 4.4% Added +11%LLY ELI Lilly & Co 4.1% Trimmed −16%WMT Walmart Inc. 3.8% Trimmed −3%NEE NextEra Energy Inc 3.6% Added +18%UNP Union Pacific Corp 3.5% Added +31%What changed
Biggest moves since Jun 30, 2026
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