Constitution Capital LLC: 13F holdings
CIK 18455312026Q2
| Positions | 62 |
|---|---|
| Reported value | $194.8m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MSFT MICROSOFT CORP | 70,308 | $26.2m | 13.5% |
| JPM JPMORGAN CHASE & CO | 38,086 | $12.5m | 6.4% |
| LLY ELI LILLY & CO | 8,941 | $10.7m | 5.5% |
| XLV SELECT SECTOR SPDR TR | 59,280 | $9.4m | 4.8% |
| WMT WALMART INC | 80,081 | $9.1m | 4.7% |
| XLK SELECT SECTOR SPDR TR | 47,550 | $9.1m | 4.7% |
| AAPL APPLE INC | 31,178 | $9.0m | 4.6% |
| NVDA NVIDIA CORPORATION | 43,675 | $8.7m | 4.5% |
| JNJ JOHNSON & JOHNSON | 31,820 | $8.1m | 4.1% |
| NEE NEXTERA ENERGY INC | 85,959 | $7.5m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1845531")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.