$182 Million is the total value of Constitution Capital LLC's 68 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIAC | New | PARAMOUNT GLOBAL | $3,352,000 | – | 88,650 | +100.0% | 1.84% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $1,942,000 | – | 14,761 | +100.0% | 1.06% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $377,000 | – | 3,475 | +100.0% | 0.21% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $266,000 | – | 3,475 | +100.0% | 0.15% | – |
| TGT | New | TARGET CORP | $212,000 | – | 1,000 | +100.0% | 0.12% | – |
| AMGN | New | AMGEN INC | $209,000 | – | 865 | +100.0% | 0.12% | – |
| NEA | New | NUVEEN MASSACHUSETS QLT MUN | $172,000 | – | 13,500 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 12 | Q3 2023 | 27.3% |
| PEPSICO INC | 12 | Q3 2023 | 16.8% |
| APPLE INC | 12 | Q3 2023 | 9.2% |
| JPMORGAN CHASE & CO | 12 | Q3 2023 | 6.9% |
| HOME DEPOT INC | 12 | Q3 2023 | 5.8% |
| NEXTERA ENERGY INC | 12 | Q3 2023 | 6.1% |
| SELECT SECTOR SPDR TR | 12 | Q3 2023 | 4.8% |
| WALMART INC | 12 | Q3 2023 | 5.2% |
| UNION PAC CORP | 12 | Q3 2023 | 4.0% |
| JOHNSON & JOHNSON | 12 | Q3 2023 | 4.8% |
View Constitution Capital LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-08 |
View Constitution Capital LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.