$165 Million is the total value of Constitution Capital LLC's 67 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -5,300 | -100.0% | -0.14% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -865 | -100.0% | -0.14% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -500 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-10
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.