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Gregory Bavedas

@Constitution Capital Llc

Latest period2024 - Q4ReportedManaged Assets$178.248MTotal holdings56
Assets growth rate-4.82%Assets growth rate (2-Q avg)-3%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Constitution Capital Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 56 positions.

Assets under management

The assets under management (AUM) of Constitution Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 178.248M in assets, with a quarterly growth rate of -4.82% and a 2-quarter average growth rate of -3%. The portfolio is managed by Gregory Bavedas, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -2.64%
28.3%
$50.436M
119,658 shares@ $421.5 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -36.72%
5.11%
$9.108M
37,997 shares@ $239.71 avg price
AAPLApple Inc
Recent Activity
Decreased -0.43%
5.03%
$8.962M
35,788 shares@ $250.43 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.56%
5.02%
$8.94M
22,983 shares@ $388.99 avg price
PEPPepsico Inc
Recent Activity
Decreased -17.72%
4.59%
$8.179M
53,787 shares@ $152.06 avg price
NEENextera Energy Inc
Recent Activity
Decreased -16.8%
3.1%
$5.517M
76,955 shares@ $71.7 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.42%
2.54%
$4.526M
26,996 shares@ $167.65 avg price
KOCoca Cola Co
Recent Activity
Decreased -38.1%
1.83%
$3.246M
52,144 shares@ $62.26 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -57.55%
1.11%
$1.976M
4,359 shares@ $453.29 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -9.25%
0.8%
$1.411M
7,454 shares@ $189.3 avg price