Constitution Capital LLC Top Holdings and 13F Report (2025) About Constitution Capital LLCInvestment ActivityConstitution Capital LLC has $178.25 million in total holdings as of December 31, 2024.Constitution Capital LLC owns shares of 56 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 6.43% of the portfolio was purchased this quarter.About 10.12% of the portfolio was sold this quarter.This quarter, Constitution Capital LLC has purchased 59 new stocks and bought additional shares in 28 stocks.Constitution Capital LLC sold shares of 18 stocks and completely divested from 7 stocks this quarter.Largest Holdings Microsoft $50,435,636JPMorgan Chase & Co. $9,108,141Apple $8,962,031Home Depot $8,940,157Walmart $8,503,335 Largest New Holdings this Quarter Waste Management $1,399,414 HoldingPalo Alto Networks $400,312 HoldingMorgan Stanley $289,156 HoldingPrudential Financial $284,472 Holding Largest Purchases this Quarter Costco Wholesale 2,599 shares (about $2.38M)Financial Select Sector SPDR Fund 36,000 shares (about $1.74M)Waste Management 6,935 shares (about $1.40M)Technology Select Sector SPDR Fund 2,631 shares (about $611.76K)American Express 2,050 shares (about $608.42K) Largest Sales this Quarter JPMorgan Chase & Co. 22,050 shares (about $5.29M)Berkshire Hathaway 5,910 shares (about $2.68M)Coca-Cola 32,100 shares (about $2.00M)PepsiCo 11,590 shares (about $1.76M)Microsoft 3,256 shares (about $1.37M) Sector Allocation Over TimeMap of 500 Largest Holdings ofConstitution Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$50,435,636$1,372,398 ▼-2.6%119,65828.3%Computer and TechnologyJPMJPMorgan Chase & Co.$9,108,141$5,285,536 ▼-36.7%37,9975.1%FinanceAAPLApple$8,962,031$39,066 ▼-0.4%35,7885.0%Computer and TechnologyHDHome Depot$8,940,157$141,981 ▼-1.6%22,9835.0%Retail/WholesaleWMTWalmart$8,503,335$147,721 ▲1.8%94,1164.8%Retail/WholesalePEPPepsiCo$8,178,851$1,762,375 ▼-17.7%53,7874.6%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$7,834,474$407,895 ▲5.5%56,9494.4%ETFNEENextEra Energy$5,516,904$1,114,421 ▼-16.8%76,9553.1%UtilitiesNVDANVIDIA$5,367,571$302,152 ▲6.0%39,9703.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$5,253,324$611,760 ▲13.2%22,5932.9%ETFUNPUnion Pacific$5,046,069$173,310 ▲3.6%22,1282.8%TransportationPGProcter & Gamble$4,525,879$65,383 ▼-1.4%26,9962.5%Consumer StaplesUNHUnitedHealth Group$4,419,699$37,940 ▲0.9%8,7372.5%MedicalAXPAmerican Express$3,680,196$608,420 ▲19.8%12,4002.1%FinanceAMZNAmazon.com$3,527,791$329,085 ▲10.3%16,0802.0%Retail/WholesaleDUKDuke Energy$3,367,306$385,709 ▲12.9%31,2541.9%UtilitiesKOCoca-Cola$3,246,485$1,998,546 ▼-38.1%52,1441.8%Consumer StaplesCOSTCostco Wholesale$2,896,329$2,381,385 ▲462.5%3,1611.6%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$2,662,886$1,739,880 ▲188.5%55,0981.5%ETFXLYConsumer Discretionary Select Sector SPDR Fund$2,657,874$113,072 ▲4.4%11,8471.5%FinanceBRK.BBerkshire Hathaway$1,975,848$2,678,885 ▼-57.6%4,3591.1%FinanceJNJJohnson & Johnson$1,951,647$166,747 ▲9.3%13,4951.1%MedicalGOOGLAlphabet$1,411,042$143,868 ▼-9.3%7,4540.8%Computer and TechnologyWMWaste Management$1,399,414$1,399,414 ▲New Holding6,9350.8%Business ServicesSYYSysco$1,398,989$84,106 ▼-5.7%18,2970.8%Consumer StaplesVVisa$1,112,461$28,444 ▲2.6%3,5200.6%Business ServicesLLYEli Lilly and Company$1,003,600$15,440 ▲1.6%1,3000.6%MedicalMETAMeta Platforms$998,295$20,493 ▼-2.0%1,7050.6%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$925,556$552,507 ▲148.1%10,8050.5%ETFSOSouthern$923,630$111,132 ▲13.7%11,2200.5%UtilitiesXOMExxon Mobil$914,883$447,491 ▲95.7%8,5050.5%Oils/EnergyCATCaterpillar$840,878$108,828 ▲14.9%2,3180.5%Industrial ProductsXLIIndustrial Select Sector SPDR Fund$808,348$30,305 ▲3.9%6,1350.5%ETFSPYSPDR S&P 500 ETF Trust$729,084$8,205 ▼-1.1%1,2440.4%FinanceUPSUnited Parcel Service$547,7780.0%4,3440.3%TransportationDEDeere & Company$508,440$10,593 ▼-2.0%1,2000.3%Industrial ProductsXLPConsumer Staples Select Sector SPDR Fund$490,526$34,981 ▲7.7%6,2400.3%ETFGSThe Goldman Sachs Group$486,727$143,155 ▲41.7%8500.3%FinanceMRKMerck & Co., Inc.$472,530$19,896 ▼-4.0%4,7500.3%MedicalXLCCommunication Services Select Sector SPDR Fund$452,780$45,501 ▲11.2%4,6770.3%ETFXLUUtilities Select Sector SPDR Fund$438,699$47,685 ▲12.2%5,7960.2%ETFPANWPalo Alto Networks$400,312$400,312 ▲New Holding2,2000.2%Computer and TechnologyWFCWells Fargo & Company$372,2720.0%5,3000.2%FinanceCNICanadian National Railway$348,382$10,151 ▼-2.8%3,4320.2%TransportationMARMarriott International$306,834$54,672 ▼-15.1%1,1000.2%Consumer DiscretionaryAEPAmerican Electric Power$296,058$27,669 ▲10.3%3,2100.2%UtilitiesLMTLockheed Martin$291,564$48,594 ▲20.0%6000.2%AerospaceMSMorgan Stanley$289,156$289,156 ▲New Holding2,3000.2%FinancePRUPrudential Financial$284,472$284,472 ▲New Holding2,4000.2%FinanceCVXChevron$273,892$28,968 ▲11.8%1,8910.2%Oils/EnergyQQQInvesco QQQ$272,997$13,803 ▲5.3%5340.2%FinanceTKO GROUP HOLDINGS INC$270,0090.0%1,9000.2%CL ABHVNBiohaven$261,4500.0%7,0000.1%MedicalNSCNorfolk Southern$234,7000.0%1,0000.1%TransportationTJXTJX Companies$223,861$12,081 ▼-5.1%1,8530.1%Retail/WholesaleGDVThe Gabelli Dividend & Income Trust$200,4450.0%8,3000.1%Financial ServicesPLDPrologis$0$1,010,240 ▼-100.0%00.0%FinanceELVElevance Health$0$676,000 ▼-100.0%00.0%MedicalVRTXVertex Pharmaceuticals$0$558,096 ▼-100.0%00.0%MedicalBACBank of America$0$265,856 ▼-100.0%00.0%FinanceMDTMedtronic$0$252,084 ▼-100.0%00.0%MedicalAMGNAmgen$0$246,491 ▼-100.0%00.0%MedicalVZVerizon Communications$0$207,664 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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