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Constitution Capital LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1845531
Institutional-grade research for retail investors

Sector Allocation

  • Technology30.8%$66.2M
  • Other14.6%$31.3M
  • Consumer Staples13.5%$28.9M
  • Financials10.9%$23.4M
  • Healthcare10.2%$21.9M
  • Utilities7.2%$15.4M
  • Industrials6.2%$13.3M
  • Consumer Discretionary5.7%$12.2M
  • Energy0.7%$1.4M
  • Communication Services0.4%$813,936

AUM History

13fpro.ai/research/fund/constitution-capital-llc-1845531

Conviction and streaks

Concentrating · top 10 = 61.1%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

MSFT$MSFTConviction hold16.7% weight · held 11 quartersJPM$JPMConviction hold6.8% weight · held 11 quartersKO$KOConviction hold5.7% weight · held 11 quartersNVDA$NVDAConviction hold5.4% weight · held 11 quartersAAPL$AAPLConviction hold5.0% weight · held 11 quartersCAT$CATAccumulating+37% shares · 2 quarters runningGOOG$GOOGAccumulating+732% shares · 2 quarters running$Accumulating+4% shares · 2 quarters runningPEP$PEPTrimming-69% shares · 10 quarters runningSYY$SYYTrimming-55% shares · 10 quarters runningHD$HDTrimming-15% shares · 4 quarters runningUNH$UNHTrimming-42% shares · 4 quarters runningSO$SOTrimming-37% shares · 4 quarters running

Largest positions — Q3 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/constitution-capital-llc-1845531

Constitution Capital LLC 13F holdings — Q3 2026

$214.8M portfolio (+10.3% QoQ) · 62 holdings · Q3 2026 13F · top 10 are 61% of the stock portfolio

All holdings — Constitution Capital LLC (Q3 2026)

62 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
NEE$NEENEXTERA ENERGY INC$7.7M+18%
UNP$UNPUNION PACIFIC CORP$7.5M+31%
HD$HDHOME DEPOT, INC.$5.8M-2%
AMZN$AMZNAMAZON COM INC$4.9M-2%
GOOGL$GOOGLAlphabet Inc.$4.7M+0.4%
AXP$AXPAMERICAN EXPRESS CO$4.5M+15%
DUK$DUKDuke Energy CORP$4.0M+2%
PEP$PEPPEPSICO INC$3.7M-12%
PG$PGPROCTER & GAMBLE Co$2.8M-11%
— SELECT SECTOR SPDR TR - ST STR FINL ETFetf/fund$2.8M-3%
CAT$CATCATERPILLAR INC$2.6M+35%
— SELECT SECTOR SPDR TR - ST STR DISCR ETFetf/fund$2.4M+1%
COST$COSTCOSTCO WHOLESALE CORP /NEW$2.2M-1%
GOOG$GOOGAlphabet Inc.$2.1M+9%
UNH$UNHUNITEDHEALTH GROUP INC$2.1M-1%

What changed in Q3 2026

Against the previous quarter's 13F: 1 new, 21 added to, 20 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.

New positions (1)

  • VRTX$VRTXVERTEX PHARMACEUTICALS INC / MA$209K

    first bought this quarter

Added to (21)

  • KO$KOCOCA COLA CO+115%

    now $12.2M · held 11+ qtrs

  • JPM$JPMJPMORGAN CHASE & CO+17%

    now $14.7M · held 11+ qtrs

  • UNP$UNPUNION PACIFIC CORP+31%

    now $7.5M · held 11+ qtrs

  • NVDA$NVDANVIDIA CORP+17%

    now $11.6M · held 11+ qtrs

  • NEE$NEENEXTERA ENERGY INC+18%

    now $7.7M · held 11+ qtrs

  • JNJ$JNJJOHNSON & JOHNSON+11%

    now $9.4M · held 11+ qtrs

+15 more in the Excel export

Trimmed (20)

  • LLY$LLYELI LILLY & Co-16%

    now $8.7M · held 11+ qtrs

  • AEP$AEPAMERICAN ELECTRIC POWER CO INC-30%

    now $1.8M · held 11+ qtrs, 2 trims in a row

  • PEP$PEPPEPSICO INC-12%

    now $3.7M · held 11+ qtrs, 10 trims in a row

  • WM$WMWASTE MANAGEMENT INC-31%

    now $828K · held 8 qtrs, 2 trims in a row

  • PG$PGPROCTER & GAMBLE Co-11%

    now $2.8M · held 11+ qtrs, 3 trims in a row

  • WMT$WMTWalmart Inc.-3%

    now $8.1M · held 11+ qtrs, 2 trims in a row

+14 more in the Excel export

Sold out (1)

  • CCZ$CCZCOMCAST CORPwas $246K

    held 1 qtr

Firm AUM (Form ADV): $241.3M as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Constitution Capital LLC has filed, 23 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Constitution Capital?

Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Constitution Capital's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)

Top 10 since filing

+0.9%

Value-weighted move of the 10 largest stock positions

Turnover

2%

Last quarter; 29% over the last 4

Top 10 weight

61%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

98%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Constitution Capital LLC disclosed 62 positions worth $214.8M in its Form 13F-HR for Q3 2026, led by $MSFT (MICROSOFT CORP) at 16.7% of the equity portfolio, followed by $JPM and $KO. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $VRTX and a full exit from $CCZ. The portfolio is most concentrated in Technology (30.8% of disclosed assets). All figures are sourced directly from Constitution Capital LLC’s Form 13F-HR filing with the SEC under CIK 1845531.

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AI-Powered Hedge Fund Analysis: Constitution Capital LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Constitution Capital LLC (SEC CIK: 1845531), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Constitution Capital LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.