Constitution Capital LLC holds a focused book of 62 reported positions worth $194.8M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened Alphabet Inc-CL C and trimmed JPMorgan Chase & Co. Their largest long position is Microsoft Corp at 13% of the reported non-option book. Cloning the disclosed picks since 2024 would be +13% (+6.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +15.7%, a 2.4-point gap that is the cost of the ~9-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Constitution Capital LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
85% mapped to company sectors
+4 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Constitution Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 9 / 62 | $161.9M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 62 | $441.4M |
| Gates Foundation Trust | 7 / 62 | $29.8B |
| 9823 Capital, L.P. | 9 / 62 | $126.5M |
| Independent Investors Inc | 30 / 62 | $436.4M |
| IMZ Advisory Inc | 24 / 62 | $262.0M |
| Trust Asset Management LLC | 30 / 62 | $1.3B |
| Emerald Advisors, LLC | 29 / 62 | $642.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Constitution Capital LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $26.2M | 70.3K | 13.5% | ▲+0.9% Added · +661 sh | |
| 2 | JPMorgan Chase & Co COM | $12.5M | 38.1K | 6.4% | ▼−5.7% Reduced · −2K sh | |
| 3 | Eli Lilly & Co COM | $10.7M | 8.9K | 5.5% | ▲+627% Added · +8K sh | |
| 4 | Select Sector SPDR TR ST STR CARE ETF | $9.4M | 59.3K | 4.8% | ▼−1.8% Reduced · −1K sh | |
| 5 | Walmart Inc COM | $9.1M | 80.1K | 4.7% | ▼−16% Reduced · −15K sh | |
| 6 | Select Sector SPDR TR ST STR TECHN ETF | $9.1M | 47.5K | 4.7% | ▼−2.1% Reduced · −1K sh | |
| 7 | Apple Inc COM | $9.0M | 31.2K | 4.6% | ▼−4.1% Reduced · −1K sh | |
| 8 | Nvidia Corporation COM | $8.7M | 43.7K | 4.5% | ▼−6.7% Reduced · −3K sh | |
| 9 | Johnson & Johnson COM | $8.1M | 31.8K | 4.1% | ▼−36% Reduced · −18K sh | |
| 10 | NextEra Energy Inc COM | $7.5M | 86.0K | 3.9% | ▼−26% Reduced · −30K sh | |
| 11 | Home Depot Inc COM | $7.4M | 20.9K | 3.8% | ▼−3.7% Reduced · −810 sh | |
| 12 | Union Pac Corp COM | $5.7M | 20.9K | 2.9% | ▼−0.7% Reduced · −145 sh | |
| 13 | Coca Cola Co COM | $5.4M | 66.2K | 2.8% | ▼−29% Reduced · −27K sh | |
| 14 | Alphabet Inc CAP STK CL A | $4.9M | 13.6K | 2.5% | ▼−13% Reduced · −2K sh | |
| 15 | Amazon Com Inc COM | $4.8M | 20.2K | 2.5% | ▼−7.8% Reduced · −2K sh | |
| 16 | Pepsico Inc COM | $4.4M | 32.7K | 2.3% | ▼−3.4% Reduced · −1K sh | |
| 17 | Duke Energy Corp New COM NEW | $4.4M | 34.7K | 2.3% | ▼−32% Reduced · −16K sh | |
| 18 | American Express Co COM | $4.4M | 12.9K | 2.2% | ▼−5.9% Reduced · −805 sh | |
| 19 | Procter & Gamble Co COM | $3.1M | 21.5K | 1.6% | ▼−16% Reduced · −4K sh | |
| 20 | American Elec PWR Co Inc COM | $2.9M | 21.5K | 1.5% | ▼−48% Reduced · −20K sh | |
| 21 | Select Sector SPDR TR ST STR FINL ETF | $2.9M | 53.3K | 1.5% | ▼−3.2% Reduced · −2K sh | |
| 22 | Select Sector SPDR TR ST STR DISCR ETF | $2.6M | 22.0K | 1.3% | ▼−0.6% Reduced · −130 sh | |
| 23 | Caterpillar Inc COM | $2.5M | 2.4K | 1.3% | ▲+1.3% Added · +30 sh | |
| 24 | Unitedhealth Group Inc COM | $2.4M | 5.8K | 1.2% | ▼−5.0% Reduced · −305 sh | |
| 25 | Costco Wholesale Corporation COM | $2.3M | 2.5K | 1.2% | ▼−75% Reduced · −7K sh | |
| 26 | Alphabet Inc CAP STK CL C | $2.0M | 5.7K | 1.0% | ▲New New position | |
| 27 | Ge Vernova Inc COM | $2.0M | 1.7K | 1.0% | —Held | |
| 28 | Visa Inc COM CL A | $1.6M | 4.6K | 0.8% | ▼−0.5% Reduced · −25 sh | |
| 29 | Select Sector SPDR TR ST STR SVC ETF | $1.5M | 14.1K | 0.8% | ▼−2.4% Reduced · −350 sh | |
| 30 | Waste Mgmt Inc Del COM | $1.3M | 5.9K | 0.7% | ▼−52% Reduced · −6K sh | |
| 31 | Southern Co COM | $1.3M | 13.3K | 0.7% | ▼−2.9% Reduced · −400 sh | |
| 32 | Select Sector SPDR TR ST STR INDL ETF | $1.1M | 6.2K | 0.6% | ▼−1.2% Reduced · −75 sh | |
| 33 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1M | 1.4K | 0.5% | ▼−0.2% Reduced · −3 sh | |
| 34 | Sysco Corp COM | $958K | 11.5K | 0.5% | ▼−4.2% Reduced · −500 sh | |
| 35 | Exxon Mobil Corp COM | $899K | 6.6K | 0.5% | ▼−4.4% Reduced · −300 sh | |
| 36 | Goldman Sachs Group Inc COM | $809K | 800 | 0.4% | —Held | |
| 37 | Select Sector SPDR TR ST STR ENERG ETF | $803K | 15.1K | 0.4% | ▼−2.3% Reduced · −355 sh | |
| 38 | Deere & Co COM | $634K | 1.0K | 0.3% | —Held | |
| 39 | Select Sector SPDR TR ST STR UTIL ETF | $599K | 13.2K | 0.3% | ▲+0.9% Added · +120 sh | |
| 40 | Merck & Co Inc COM | $550K | 4.3K | 0.3% | —Held | |
| 41 | AT&T Inc COM | $515K | 24.9K | 0.3% | —Held | |
| 42 | Select Sector SPDR TR ST STR STAPL ETF | $514K | 6.2K | 0.3% | ▼−2.3% Reduced · −144 sh | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $446K | 891 | 0.2% | ▼−28% Reduced · −350 sh | |
| 44 | Advanced Micro Devices Inc COM | $436K | 750 | 0.2% | ▲New New position | |
| 45 | Invesco QQQ TR UNIT SER 1 | $406K | 551 | 0.2% | —Held | |
| 46 | Biohaven Ltd COM | $402K | 27.0K | 0.2% | ▲+59% Added · +10K sh | |
| 47 | Tko Group Holdings Inc CL A | $362K | 1.8K | 0.2% | —Held | |
| 48 | Canadian Natl Ry Co COM | $350K | 2.9K | 0.2% | —Held | |
| 49 | Taiwan Semiconductor Manufac SPONSORED ADS | $334K | 700 | 0.2% | —Held | |
| 50 | Marriott Intl Inc New CL A | $315K | 850 | 0.2% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1845531/holdings"
Use Arkolith to show Constitution Capital LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 62 | $194.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 9d | 61 | $200.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 9d | 64 | $211.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 17d | 61 | $213.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 56 | $196.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 11d | 60 | $180.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 15d | 56 | $178.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 11d | 59 | $187.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.