Constitution Capital LLC — 13F holdings

Constitution Capital LLC reported 62 holdings worth $215M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $35.9M (16.7%)
2. JPM JPMORGAN CHASE & CO. — $14.7M (6.8%)
3. KO COCA COLA CO — $12.2M (5.7%)
4. NVDA NVIDIA CORPORATION — $11.6M (5.4%)
5. AAPL APPLE INC — $10.6M (5.0%)
6. XLV SELECT SECTOR SPDR TR — $10.2M (4.8%)
7. XLK SELECT SECTOR SPDR TR — $9.69M (4.5%)
8. JNJ JOHNSON & JOHNSON — $9.35M (4.4%)
9. LLY ELI LILLY & CO — $8.70M (4.1%)
10. WMT WALMART INC — $8.06M (3.8%)