Portfolio (Quarterly)
Guide ↗
Constitution Capital LLC
· CIK 0001845531| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,435.0 | $757K | 0.38% | NEW | — | $310.79 | -10.1% |
| 2 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,700.0 | $236K | 0.12% | NEW | — | $50.20 | -3.7% |
| 3 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 600.0 | $207K | 0.10% | NEW | — | $345.15 | -9.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
24.4%
Consumer Defensive
22.0%
Utilities
14.7%
Financial Services
11.5%
Healthcare
9.1%
Consumer Cyclical
7.5%
Industrials
6.5%
Communication Services
3.5%
Energy
0.9%