Q2 2026 13F · SEC CIK 1845531

Constitution Capital LLC

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $194.8M
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 $194.8M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Microsoft Corp (MSFT, 13.5%), Jpmorgan Chase & Co (JPM, 6.4%), Lilly Eli & Co (LLY, 5.5%). 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 Q1 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	Q1 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	13.5%	12.9%	70,308	+0.9%	$26.2M
JPMJpmorgan Chase & Co	6.4%	5.9%	38,086	-5.7%	$12.5M
LLYLilly Eli & Co	5.5%	0.6%	8,941	+626.9%	$10.7M
XLVSelect Sector Spdr Tr	4.8%	4.4%	59,280	-1.8%	$9.4M
WMTWalmart Inc	4.7%	5.9%	80,081	-15.6%	$9.1M
XLKState Street Technology Select Sector Sp	4.7%	3.2%	47,550	-2.1%	$9.1M
AAPLApple Inc	4.6%	4.1%	31,178	-4.1%	$9.0M
NVDANvidia Corporation Com	4.5%	4.1%	43,675	-6.7%	$8.7M
JNJJohnson & Johnson	4.1%	6.0%	31,820	-35.7%	$8.1M
NEENextera Energy Inc Com	3.9%	5.4%	85,959	-25.6%	$7.5M
HDHome Depot Inc Com	3.8%	3.6%	20,913	-3.7%	$7.4M
UNPUnion Pac Corp	2.9%	2.6%	20,898	-0.7%	$5.7M
KOCoca Cola Co	2.8%	3.5%	66,181	-28.6%	$5.4M
GOOGLAlphabet Inc	2.5%	2.3%	13,580	-13.4%	$4.9M
AMZNAmazon Com Inc Com	2.5%	2.3%	20,195	-7.8%	$4.8M
PEPPepsico Inc	2.3%	2.6%	32,699	-3.4%	$4.4M
DUKDuke Energy	2.3%	3.3%	34,713	-31.6%	$4.4M
AXPAmerican Express Co Com	2.2%	2.1%	12,870	-5.9%	$4.4M
PGProcter & Gamble Co Com	1.6%	1.8%	21,480	-15.5%	$3.1M
AEPAmerican Elec Pwr Co Inc	1.5%	2.7%	21,545	-47.6%	$2.9M
XLFSelect Sector Spdr Tr	1.5%	1.4%	53,291	-3.2%	$2.9M
XLYConsumer Discretionary Select S	1.3%	1.2%	21,993	-0.6%	$2.6M
CATCaterpillar Inc Com	1.3%	0.8%	2,360	+1.3%	$2.5M
UNHUnitedhealth Group Inc Com	1.2%	0.8%	5,777	-5.0%	$2.4M
COSTCostco Whsl Corp New	1.2%	4.9%	2,452	-74.9%	$2.3M
GOOGAlphabet Inc	1.0%	—	5,660	—	$2.0M
GEVGe Vernova Inc	1.0%	0.7%	1,697	+0.0%	$2.0M
VVisa Inc Com Cl A	0.8%	0.7%	4,645	-0.5%	$1.6M
XLCSelect Sector Spdr Tr	0.8%	0.8%	14,139	-2.4%	$1.5M
WMWaste Mgmt Inc Del	0.7%	1.4%	5,860	-52.3%	$1.3M
SOSouthern Co.	0.7%	0.7%	13,275	-2.9%	$1.3M
XLISelect Sector Spdr Tr	0.6%	0.5%	6,165	-1.2%	$1.1M
SPYSpdr S&p 500 ETF Tr	0.5%	0.5%	1,409	-0.2%	$1.1M
SYYSysco Corp	0.5%	0.4%	11,462	-4.2%	$958K
XOMExxon Mobil Corp	0.5%	0.6%	6,575	-4.4%	$899K
GSGoldman Sachs Group Inc	0.4%	0.3%	800	+0.0%	$809K
XLEState Street Energy Select Sector Spdr E	0.4%	0.5%	15,125	-2.3%	$803K
DEDeere & Co Com	0.3%	0.3%	1,000	+0.0%	$634K
XLUSpdr	0.3%	0.3%	13,219	+0.9%	$599K
MRKMerck & Co. Inc	0.3%	0.3%	4,280	+0.0%	$550K
TAt&t Inc Com	0.3%	0.4%	24,900	+0.0%	$515K
XLPState Street Consumer Staples Select Sec	0.3%	0.3%	6,185	-2.3%	$514K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.3%	891	-28.2%	$446K
AMDAdvanced Micro Devices Inc	0.2%	—	750	—	$436K
QQQInvesco Qqq Tr	0.2%	0.2%	551	+0.0%	$406K
BHVNBiohaven Ltd	0.2%	—	27,000	—	$402K
TKOTko Group Holdings Inc	0.2%	0.2%	1,800	+0.0%	$362K
CNICanadian Natl Ry Co	0.2%	0.2%	2,932	+0.0%	$350K
TSMTaiwan Semiconductor Manufac	0.2%	—	700	—	$334K
MARMarriott Intl Inc New Cl A	0.2%	—	850	—	$315K

What Constitution Capital LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

LLY Lilly Eli & Co+626.9% shares

Reduced

COST Costco Whsl Corp New-74.9% shares
WM Waste Mgmt Inc Del-52.3% shares
AEP American Elec Pwr Co Inc-47.6% shares
JNJ Johnson & Johnson-35.7% shares
DUK Duke Energy-31.6% shares
KO Coca Cola Co-28.6% shares
BRK-B Berkshire Hathaway Inc Del-28.2% shares
NEE Nextera Energy Inc Com-25.6% shares

Left the top 50

Share counts compared with the Q1 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 and rebuilt each quarter on the day the filing became public. 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
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
Q3 2023	$146.8M	61

Questions about Constitution Capital LLC's portfolio

What stocks does Constitution Capital LLC own?

Constitution Capital LLC's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 62 positions worth $194.8M. The largest are Microsoft Corp (MSFT) at 13.5%, Jpmorgan Chase & Co (JPM) at 6.4%, Lilly Eli & Co (LLY) at 5.5%, Select Sector Spdr Tr (XLV) at 4.8% and Walmart Inc (WMT) at 4.7%.

What did Constitution Capital LLC buy last quarter?

In Q2 2026, Constitution Capital LLC added Lilly Eli & Co (LLY) (+626.9% shares), compared with its Q1 2026 filing.

What did Constitution Capital LLC sell last quarter?

In Q2 2026, Constitution Capital LLC cut from its top 50 Mcdonalds Corp Com (MCD), cut from its top 50 Lockheed Martin Corp Com (LMT), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Tjx Cos Inc New Com (TJX), cut from its top 50 Norfolk Southn Corp (NSC), Costco Whsl Corp New (COST) (-74.9% shares), Waste Mgmt Inc Del (WM) (-52.3% shares) and American Elec Pwr Co Inc (AEP) (-47.6% shares), compared with its Q1 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 Sep 30, 2026 is due by Nov 14, 2026; 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 $194.8M.