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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
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
JNJJohnson & Johnson
Recent Activity
Increased 9.35%
1.1%
$1.952M
13,495 shares@ $144.63 avg price
VVisa Inc
Recent Activity
Increased 2.63%
0.63%
$1.112M
3,520 shares@ $316.05 avg price
LLYEli Lilly & Co
Recent Activity
Increased 1.57%
0.57%
$1.004M
1,300 shares@ $772.0 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 148.11%
0.52%
$925,556
10,805 shares@ $85.66 avg price
SOSouthern Co
Recent Activity
Increased 13.68%
0.52%
$923,630
11,220 shares@ $82.32 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 95.75%
0.52%
$914,883
8,505 shares@ $107.58 avg price
CATCaterpillar Inc
Recent Activity
Increased 14.87%
0.48%
$840,878
2,318 shares@ $362.77 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 3.9%
0.46%
$808,348
6,135 shares@ $131.77 avg price