Constitution Capital LLC

Q3 2025 13F-HR Holdings

Location
Shelton, CT
Holdings as of
9/30/2025
Date filed
10/17/2025
Form type
13F-HR
Num holdings
61
Total value ($000)
$213,851
Net value change ($000)
+17,879 (9.1%)
New positions
6
Sold out positions
1
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 1/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 6,756 12.1%
JNJ 2,396 85.2%
NVDA 2,161 31.6%
NEE 1,819 34.8%
AAPL 1,687 25.9%
UNH 1,302 62.3%
BA 1,295 NEW
GOOGL 1,163 88.6%
HD 1,128 13.1%
JPM 750 6.4%
Top Reduces (Value $000, Stocks/ETFs)
KO -3,809 -50.0%
CMCSA -1,706 -100.0%
PG -726 -16.1%
META -422 -15.2%
NSC -340 -53.1%
PEP -325 -5.6%
COST -254 -6.8%
AEP -241 -18.6%
GEV -241 -18.8%
AMZN -227 -5.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type