Constitution Capital LLC Top Holdings and 13F Report (2026) About Constitution Capital LLCInvestment ActivityConstitution Capital LLC has $194.80 million in total holdings as of June 30, 2026.Constitution Capital LLC owns shares of 62 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 6.61% of the portfolio was purchased this quarter.About 15.73% of the portfolio was sold this quarter.This quarter, Constitution Capital LLC has purchased 61 new stocks and bought additional shares in 6 stocks.Constitution Capital LLC sold shares of 34 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $26,226,197JPMorgan Chase & Co. $12,466,527Eli Lilly and Company $10,724,104Health Care Select Sector SPDR Fund $9,405,365WALMART INC $9,069,974 Largest New Holdings this Quarter 02079K107 - Alphabet $1,999,848 Holding007903107 - Advanced Micro Devices $435,683 Holding17275R102 - Cisco Systems $252,539 HoldingN07059210 - ASML $248,680 Holding20030N101 - Comcast $245,500 Holding Largest Purchases this Quarter Eli Lilly and Company 7,711 shares (about $9.25M)Alphabet 5,660 shares (about $2.00M)Advanced Micro Devices 750 shares (about $435.68K)Cisco Systems 2,150 shares (about $252.54K)ASML 125 shares (about $248.68K) Largest Sales this Quarter Costco Wholesale 7,325 shares (about $6.85M)Johnson & Johnson 17,675 shares (about $4.49M)American Electric Power 19,600 shares (about $2.68M)NextEra Energy 29,599 shares (about $2.60M)CocaCola 26,555 shares (about $2.16M) 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$26,226,197$246,565 â–²0.9%70,30813.5%Computer and TechnologyJPMJPMorgan Chase & Co.$12,466,527$759,396 â–¼-5.7%38,0866.4%FinanceLLYEli Lilly and Company$10,724,104$9,248,805 â–²626.9%8,9415.5%MedicalXLVHealth Care Select Sector SPDR Fund$9,405,365$171,353 â–¼-1.8%59,2804.8%ETFWALMART INC$9,069,974$1,674,209 â–¼-15.6%80,0814.7%COMXLKTechnology Select Sector SPDR Fund$9,059,292$196,999 â–¼-2.1%47,5504.7%ETFAAPLApple$9,021,666$381,955 â–¼-4.1%31,1784.6%Computer and TechnologyNVDANVIDIA$8,738,931$630,284 â–¼-6.7%43,6754.5%Computer and TechnologyJNJJohnson & Johnson$8,081,325$4,488,920 â–¼-35.7%31,8204.1%MedicalNEENextEra Energy$7,544,578$2,597,889 â–¼-25.6%85,9593.9%UtilitiesHDHome Depot$7,375,597$285,671 â–¼-3.7%20,9133.8%Retail/WholesaleUNPUnion Pacific$5,684,256$39,440 â–¼-0.7%20,8982.9%TransportationKOCocaCola$5,378,530$2,158,125 â–¼-28.6%66,1812.8%Consumer StaplesGOOGLAlphabet$4,853,085$750,477 â–¼-13.4%13,5802.5%Computer and TechnologyAMZNAmazon.com$4,813,276$405,178 â–¼-7.8%20,1952.5%Retail/WholesalePEPPepsiCo$4,427,445$155,981 â–¼-3.4%32,6992.3%Consumer StaplesDUKDuke Energy$4,393,972$2,025,280 â–¼-31.6%34,7132.3%UtilitiesAXPAmerican Express$4,353,278$272,291 â–¼-5.9%12,8702.2%FinancePGProcter & Gamble$3,149,827$578,935 â–¼-15.5%21,4801.6%Consumer StaplesAEPAmerican Electric Power$2,947,571$2,681,476 â–¼-47.6%21,5451.5%UtilitiesXLFFinancial Select Sector SPDR Fund$2,856,931$94,890 â–¼-3.2%53,2911.5%ETFXLYConsumer Discretionary Select Sector SPDR Fund$2,579,339$15,246 â–¼-0.6%21,9931.3%FinanceCATCaterpillar$2,513,164$31,947 â–²1.3%2,3601.3%IndustrialsUNHUnitedHealth Group$2,401,095$126,767 â–¼-5.0%5,7771.2%MedicalCOSTCostco Wholesale$2,293,772$6,852,316 â–¼-74.9%2,4521.2%Retail/WholesaleGOOGAlphabet$1,999,848$1,999,848 â–²New Holding5,6601.0%Computer and TechnologyGE VERNOVA INC$1,993,7370.0%1,6971.0%COMVVisa$1,593,653$8,577 â–¼-0.5%4,6450.8%Business ServicesXLCCommunication Services Select Sector SPDR Fund$1,514,711$37,495 â–¼-2.4%14,1390.8%ETFWMWaste Management$1,306,077$1,432,004 â–¼-52.3%5,8600.7%Business ServicesSOSouthern$1,270,550$38,284 â–¼-2.9%13,2750.7%UtilitiesXLIIndustrial Select Sector SPDR Fund$1,141,943$13,892 â–¼-1.2%6,1650.6%ETFSPYSPDR S&P 500 ETF Trust$1,052,199$2,240 â–¼-0.2%1,4090.5%FinanceSYYSysco$957,994$41,790 â–¼-4.2%11,4620.5%Consumer StaplesXOMExxonMobil$898,934$41,016 â–¼-4.4%6,5750.5%EnergyGSThe Goldman Sachs Group$809,0960.0%8000.4%FinanceXLEEnergy Select Sector SPDR Fund$803,289$18,854 â–¼-2.3%15,1250.4%ETFDEDeere & Company$634,3300.0%1,0000.3%IndustrialsXLUUtilities Select Sector SPDR Fund$599,349$5,441 â–²0.9%13,2190.3%ETFMRKMerck & Co., Inc.$549,9800.0%4,2800.3%MedicalTAT&T$515,4300.0%24,9000.3%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$513,788$11,962 â–¼-2.3%6,1850.3%ETFBRK.BBerkshire Hathaway$445,847$175,136 â–¼-28.2%8910.2%FinanceAMDAdvanced Micro Devices$435,683$435,683 â–²New Holding7500.2%Computer and TechnologyQQQInvesco QQQ$405,7560.0%5510.2%FinanceBHVNBiohaven$401,760$148,800 â–²58.8%27,0000.2%MedicalTKO GROUP HOLDINGS INC$362,3580.0%1,8000.2%CL ACNICanadian National Railway$349,6120.0%2,9320.2%TransportationTSMTaiwan Semiconductor Manufacturing$334,2990.0%7000.2%Computer and TechnologyMARMarriott International$315,0020.0%8500.2%Consumer DiscretionaryNSCNorfolk Southern$314,5900.0%1,0000.2%TransportationMSMorgan Stanley$313,5600.0%1,5000.2%FinanceLMTLockheed Martin$305,6760.0%6000.2%AerospaceTJXTJX Companies$300,728$7,575 â–²2.6%1,9850.2%Retail/WholesaleCVXChevron$281,7920.0%1,7000.1%EnergyAMGNAmgen$277,0220.0%7650.1%MedicalCSCOCisco Systems$252,539$252,539 â–²New Holding2,1500.1%Computer and TechnologyASMLASML$248,680$248,680 â–²New Holding1250.1%Computer and TechnologyWFCWells Fargo & Company$247,9200.0%3,0000.1%FinanceCMCSAComcast$245,500$245,500 â–²New Holding10,0000.1%Consumer DiscretionaryGDVThe Gabelli Dividend & Income Trust$244,0200.0%8,3000.1%Financial ServicesABBVAbbVie$201,312$50,328 â–¼-20.0%8000.1%MedicalMCDMcDonald's$0$756,774 â–¼-100.0%00.0%Retail/WholesaleVZVerizon Communications$0$235,940 â–¼-100.0%00.0%Computer and TechnologyNFLXNetflix$0$230,760 â–¼-100.0%00.0%Consumer DiscretionaryLHXL3Harris Technologies$0$207,090 â–¼-100.0%00.0%AerospaceShowing largest 100 holdings. 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