CC

Constitution Capital LLC

13F
Constitution Capital LLC
Last update 2024-10-11 59 Stocks (1 new)
Value $187.00 Mil Turnover 5 %
Countries:
Top Holdings: MSFT(28.24%)JPM(6.76%)PEP(5.94%)HD(5.05%)AAPL(4.47%)
Portfolio Report
Summary Stock Picks Current Portfolio
Constitution Capital LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
122,914
52889.680
-5.03%
28.240
-1.54%
0.000
+4.32%
+10.02%
3059156.044
Software
JPM 		JPMorgan Chase & Co
60,047
12661.510
+4.34%
6.760
+0.28%
0.000
+14.34%
+33.32%
623569.750
Banks
PEP 		PepsiCo Inc
65,377
11117.360
-15.74%
5.940
-1.06%
0.000
-2.82%
+1.13%
230288.358
Beverages - Non-Alcoholic
HD 		The Home Depot Inc
23,348
9460.610
-4.07%
5.050
-0.18%
0.000
+15.00%
+17.66%
397406.747
Retail - Cyclical
AAPL 		Apple Inc
35,944
8374.950
-9.58%
4.470
-0.42%
0.000
+6.90%
+16.50%
3377630.649
Hardware
XLV 		Health Care Select Sector SPDR
53,984
8314.620
+2.76%
4.440
+0.12%
0.020
+0.69%
+8.41%
39870.018
 
NEE 		NextEra Energy Inc
92,500
7819.030
+2.37%
4.170
+0.10%
0.000
+3.23%
+32.37%
161736.217
Utilities - Regulated
WMT 		Walmart Inc
92,481
7467.800
-2.89%
3.990
-0.10%
0.000
+24.16%
+60.79%
672640.858
Retail - Defensive
KO 		Coca-Cola Co
84,244
6053.770
+120.48%
3.230
+1.77%
0.000
-3.35%
+13.46%
281600.699
Beverages - Non-Alcoholic
UNP 		Union Pacific Corp
21,368
5266.790
+0.39%
2.810
+0.01%
0.000
+0.10%
-3.23%
141785.237
Transportation

Constitution Capital LLC's Historical Top Holdings Breakdowns

Constitution Capital LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.B 		Berkshire Hathaway Inc2024-09-30Add
+2.37%
●
405.19 ($442.18) 478.57
$445.06
0.65%
Add 1577.94%
10,269
9,657
KO 		Coca-Cola Co2024-09-30Add
+1.77%
●
62.69 ($68.48) 73.01
$65.37
-4.54%
Add 120.48%
84,244
46,035
MSFT 		Microsoft Corp2024-09-30Reduce
-1.54%
●
395.15 ($427.47) 467.56
$411.46
-3.75%
Reduce -5.03%
122,914
-6,514
NFLX 		Netflix Inc2024-09-30Sold Out
-1.53%
●
598.55 ($668.77) 722.26
$763.91
14.23%
Sold Out
0
-4,300
PEP 		PepsiCo Inc2024-09-30Reduce
-1.06%
●
161.9 ($171.8) 179.3
$167.85
-2.30%
Reduce -15.74%
65,377
-12,212
NVDA 		NVIDIA Corp2024-09-30Reduce
-0.72%
●
98.91 ($118.12) 134.91
$139.91
18.45%
Reduce -22.77%
37,720
-11,120
MCD 		McDonald's Corp2024-09-30Sold Out
-0.65%
●
245.82 ($275.62) 304.51
$297.32
7.87%
Sold Out
0
-4,820
DIS 		The Walt Disney Co2024-09-30Sold Out
-0.45%
●
85.6 ($92.01) 98.61
$96.63
5.02%
Sold Out
0
-8,500
AAPL 		Apple Inc2024-09-30Reduce
-0.42%
●
207.23 ($223.32) 234.82
$223.45
0.06%
Reduce -9.58%
35,944
-3,807
AEP 		American Electric Power Co Inc2024-09-30Reduce
-0.28%
●
87.11 ($97.59) 104.95
$100.40
2.88%
Reduce -67.67%
2,910
-6,090

Constitution Capital LLC Total Holding History ($B)

To

Constitution Capital LLC's Asset Allocation

To

Constitution Capital LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Constitution Capital LLC's Hypothetical Growth since 2024-09-30

Constitution Capital LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Constitution Capital LLC's Holdings Heat Map

Size field:

Constitution Capital LLC's Holdings Bubble Chart

Constitution Capital LLC News

  • 1

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