Constitution Capital LLC

Q1 2026 13F-HR Holdings

Location
Shelton, CT
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$200,085
Net value change ($000)
-11,380 (-5.4%)
New positions
3
Sold out positions
6
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
JNJ 6,688 123.6%
COST 5,909 154.2%
AEP 3,782 234.8%
NEE 3,318 44.7%
DUK 2,252 51.3%
WMT 2,005 20.5%
WM 1,670 144.8%
MCD 757 NEW
GEV 372 33.5%
CAT 316 23.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -20,749 -44.6%
GOOGL -1,939 -30.1%
META -1,812 -100.0%
AMZN -1,558 -25.5%
NVDA -1,358 -14.3%
KO -963 -12.0%
JPM -933 -7.3%
PG -834 -18.5%
AXP -775 -15.8%
V -718 -33.7%
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