Q3 2026 13F · SEC CIK 1845531

Constitution Capital LLC

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $214.8M
Reported positions: 62
Top holdings a year, 3 yrs: +12.2%
Assets under management: $241.3M

Constitution Capital LLC is a wealth manager that reported 62 positions worth $214.8M in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Microsoft Corp (MSFT, 16.7%), Jpmorgan Chase & Co (JPM, 6.8%), Coca Cola Co (KO, 5.7%). A portfolio copying its top holdings returned 12.2% a year over the last 3 years, against 20.4% for the S&P 500.

Constitution Capital LLC holdings largest 50 of 62 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Constitution Capital LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	16.7%	13.5%	70,058	-0.4%	$35.9M
JPMJpmorgan Chase & Co	6.8%	6.4%	44,373	+16.5%	$14.7M
KOCoca Cola Co	5.7%	2.8%	142,161	+114.8%	$12.2M
NVDANvidia Corporation	5.4%	4.5%	50,995	+16.8%	$11.6M
AAPLApple Inc	5.0%	4.6%	31,965	+2.5%	$10.6M
XLVSelect Sector Spdr Tr	4.8%	4.8%	60,708	+2.4%	$10.2M
XLKSelect Sector Spdr Tr	4.5%	4.7%	49,510	+4.1%	$9.7M
JNJJohnson & Johnson	4.4%	4.1%	35,335	+11.0%	$9.4M
LLYEli Lilly & Co	4.1%	5.5%	7,523	-15.9%	$8.7M
WMTWalmart Inc	3.8%	4.7%	77,556	-3.2%	$8.1M
NEENextera Energy Inc	3.6%	3.9%	101,108	+17.6%	$7.7M
UNPUnion Pac Corp	3.5%	2.9%	27,473	+31.5%	$7.5M
HDHome Depot Inc	2.7%	3.8%	20,543	-1.8%	$5.8M
AMZNAmazon Com Inc	2.3%	2.5%	19,795	-2.0%	$4.9M
GOOGLAlphabet Inc	2.2%	2.5%	13,640	+0.4%	$4.7M
AXPAmerican Express Co	2.1%	2.2%	14,765	+14.7%	$4.5M
DUKDuke Energy Corp New	1.9%	2.3%	35,513	+2.3%	$4.0M
PEPPepsico Inc	1.7%	2.3%	28,934	-11.5%	$3.7M
PGProcter & Gamble Co	1.3%	1.6%	19,130	-10.9%	$2.8M
XLFSelect Sector Spdr Tr	1.3%	1.5%	51,791	-2.8%	$2.8M
CATCaterpillar Inc	1.2%	1.3%	3,180	+34.7%	$2.6M
XLYSelect Sector Spdr Tr	1.1%	1.3%	22,253	+1.2%	$2.4M
COSTCostco Wholesale Corporation	1.0%	1.2%	2,416	-1.5%	$2.2M
GOOGAlphabet Inc	1.0%	1.0%	6,160	+8.8%	$2.1M
UNHUnitedhealth Group Inc	1.0%	1.2%	5,702	-1.3%	$2.1M
AEPAmerican Elec Pwr Co Inc	0.8%	1.5%	14,995	-30.4%	$1.8M
VVisa Inc	0.8%	0.8%	4,835	+4.1%	$1.7M
GEVGe Vernova Inc	0.8%	1.0%	1,697	+0.0%	$1.6M
XLCSelect Sector Spdr Tr	0.7%	0.8%	12,914	-8.7%	$1.4M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.2%	2,611	+193.0%	$1.3M
XOMExxonmobil Holdings Corp	0.5%	—	6,675	—	$1.1M
SOSouthern Co	0.5%	0.7%	13,025	-1.9%	$1.1M
SPYState Str Spdr S&p 500 ETF T	0.5%	0.5%	1,396	-0.9%	$1.1M
XLISelect Sector Spdr Tr	0.5%	0.6%	6,315	+2.4%	$1.1M
XLESelect Sector Spdr Tr	0.4%	0.4%	14,925	-1.3%	$918K
SYYSysco Corp	0.4%	0.5%	11,062	-3.5%	$862K
WMWaste Mgmt Inc Del	0.4%	0.7%	4,060	-30.7%	$828K
GSGoldman Sachs Group Inc	0.3%	0.4%	800	+0.0%	$720K
DEDeere & Co	0.3%	0.3%	1,000	+0.0%	$672K
MRKMerck & Co Inc	0.3%	0.3%	4,280	+0.0%	$622K
XLUSelect Sector Spdr Tr	0.3%	0.3%	13,629	+3.1%	$538K
XLPSelect Sector Spdr Tr	0.2%	0.3%	6,485	+4.9%	$523K
TAt&t Inc	0.2%	0.3%	20,100	-19.3%	$490K
AMDAdvanced Micro Devices Inc	0.2%	0.2%	750	+0.0%	$459K
QQQInvesco Qqq Tr	0.2%	0.2%	551	+0.0%	$408K
BHVNBiohaven Ltd	0.2%	0.2%	27,000	+0.0%	$360K
CNICanadian Natl Ry Co	0.2%	0.2%	2,932	+0.0%	$349K
CVXChevron Corporation	0.2%	—	1,700	—	$347K
TKOTko Group Holdings Inc	0.2%	0.2%	1,800	+0.0%	$323K
AMGNAmgen Inc	0.1%	—	765	—	$322K

What Constitution Capital LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.3% /yr; S&P 500 +20.1%
3 years: +12.2% /yr; S&P 500 +20.4%
5 years: +7.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$214.8M	62
Q2 2026	$194.8M	62
Q1 2026	$200.1M	61
Q4 2025	$211.5M	64
Q3 2025	$213.9M	61
Q2 2025	$196.0M	56
Q1 2025	$180.6M	60
Q4 2024	$178.2M	56
Q3 2024	$187.3M	59
Q2 2024	$189.5M	64
Q1 2024	$177.1M	60
Q4 2023	$165.7M	63

Questions about Constitution Capital LLC's portfolio

What stocks does Constitution Capital LLC own?

Constitution Capital LLC's latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 62 positions worth $214.8M. The largest are Microsoft Corp (MSFT) at 16.7%, Jpmorgan Chase & Co (JPM) at 6.8%, Coca Cola Co (KO) at 5.7%, Nvidia Corporation (NVDA) at 5.4% and Apple Inc (AAPL) at 5.0%.

What did Constitution Capital LLC buy last quarter?

In Q3 2026, Constitution Capital LLC added Berkshire Hathaway Inc Del (BRK-B) (+193.0% shares), Coca Cola Co (KO) (+114.8% shares) and Caterpillar Inc (CAT) (+34.7% shares), compared with its Q2 2026 filing.

What did Constitution Capital LLC sell last quarter?

In Q3 2026, Constitution Capital LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Taiwan Semiconductor Manufac (TSM), cut from its top 50 Marriott Intl Inc New (MAR), Waste Mgmt Inc Del (WM) (-30.7% shares), American Elec Pwr Co Inc (AEP) (-30.4% shares) and At&t Inc (T) (-19.3% shares), compared with its Q2 2026 filing.

How has Constitution Capital LLC's portfolio performed?

A portfolio copying Constitution Capital LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +6.3% against +20.1%. Over 5 years: +7.0% a year against +11.6%.

When is Constitution Capital LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Constitution Capital LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Constitution Capital LLC manage?

Constitution Capital LLC reported $241.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $214.8M.