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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
UNPUnion Pac Corp
Recent Activity
Increased 3.56%
2.84%
$5.046M
22,128 shares@ $228.04 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.42%
2.54%
$4.526M
26,996 shares@ $167.65 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.87%
2.48%
$4.42M
8,737 shares@ $505.87 avg price
AXPAmerican Express Co
Recent Activity
Increased 19.81%
2.07%
$3.68M
12,400 shares@ $296.79 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 10.29%
1.98%
$3.528M
16,080 shares@ $219.39 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 12.94%
1.89%
$3.367M
31,254 shares@ $107.75 avg price
KOCoca Cola Co
Recent Activity
Decreased -38.1%
1.83%
$3.246M
52,144 shares@ $62.26 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 462.46%
1.63%
$2.896M
3,161 shares@ $916.27 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 188.51%
1.5%
$2.663M
55,098 shares@ $48.33 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 4.45%
1.5%
$2.658M
11,847 shares@ $224.35 avg price