Constitution Capital LLC

Q2 2026 13F-HR Holdings

Location
Shelton, CT
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$194,798
Net value change ($000)
-5,287 (-2.6%)
New positions
5
Sold out positions
4
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
LLY 9,593 848.2%
XLK 2,602 40.3%
GOOGL 2,000 NEW
CAT 862 52.2%
AAPL 774 9.4%
UNH 755 45.9%
JPM 581 4.9%
UNP 579 11.3%
NVDA 573 7.0%
XLV 556 6.3%
Top Reduces (Value $000, Stocks/ETFs)
COST -7,448 -76.5%
JNJ -4,018 -33.2%
NEE -3,188 -29.7%
WMT -2,720 -23.1%
AEP -2,445 -45.3%
DUK -2,246 -33.8%
KO -1,674 -23.7%
WM -1,517 -53.7%
PEP -830 -15.8%
MCD -757 -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