Constitution Capital LLC

Q3 2026 13F-HR Holdings

Location
Shelton, CT
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$214,837
Net value change ($000)
+20,039 (10.3%)
New positions
2
Sold out positions
2
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 9,707 37.0%
KO 6,858 127.5%
NVDA 2,907 33.3%
JPM 2,213 17.8%
UNP 1,792 31.5%
AAPL 1,623 18.0%
JNJ 1,274 15.8%
EXXONMOBIL HOLDINGS CORP 1,086 NEW
BRK-B 854 191.5%
XLV 819 8.7%
Top Reduces (Value $000, Stocks/ETFs)
LLY -2,019 -18.8%
HD -1,532 -20.8%
AEP -1,169 -39.7%
WMT -1,010 -11.1%
XOM -899 -100.0%
PEP -760 -17.2%
WM -478 -36.6%
GEV -381 -19.1%
PG -371 -11.8%
DUK -345 -7.9%
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