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Portfolio (Quarterly) Guide ↗

Constitution Capital LLC

· CIK 0001845531
13F Portfolio $195M AUM 62 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 6 Added 33 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 MCD MCDONALDS CORP Consumer Cyclical 2,435 $757K 0.38% SOLD
2 VZ VERIZON COMMUNICATIONS INC Communication Services 4,700 $236K 0.12% SOLD
3 NFLX NETFLIX INC. Communication Services 2,400 $231K 0.12% SOLD
4 LHX L3HARRIS TECHNOLOGIES INC Industrials 600 $207K 0.10% SOLD
Sector Allocation
Technology 27.7%
Consumer Defensive 15.5%
Healthcare 13.6%
Financial Services 13.1%
Utilities 11.1%
Consumer Cyclical 7.8%
Industrials 6.8%
Communication Services 3.7%
Energy 0.7%