Constitution Capital LLC

Q4 2025 13F-HR Holdings

Location
Shelton, CT
Holdings as of
12/31/2025
Date filed
1/9/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$211,465
Net value change ($000)
-2,386 (-1.1%)
New positions
7
Sold out positions
4
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
KO 4,207 110.4%
GOOGL 3,972 160.4%
AMZN 1,937 46.3%
XLC 1,015 128.2%
XLV 924 11.4%
WMT 824 9.2%
PG 717 18.9%
AXP 716 17.1%
XLK 700 10.9%
ASML 669 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -16,232 -25.9%
HD -2,075 -21.3%
BA -1,295 -100.0%
UNH -1,167 -34.4%
WM -955 -45.3%
VZ -629 -100.0%
META -538 -22.9%
UNP -482 -9.0%
SYY -369 -26.9%
TSLA -365 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type