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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BRK.BBerkshire Hathaway Inc Del
| 1.11% | $1.976M 4,359 shares@ $453.29 avg price | Decreased -57.55% |
JNJJohnson & Johnson
| 1.1% | $1.952M 13,495 shares@ $144.63 avg price | Increased 9.35% |
GOOGLAlphabet Inc
| 0.8% | $1.411M 7,454 shares@ $189.3 avg price | Decreased -9.25% |
WMWaste Mgmt Inc Del
| 0.79% | $1.399M 6,935 shares@ $201.8 avg price | New Position |
SYYSysco Corp
| 0.79% | $1.399M 18,297 shares@ $76.47 avg price | Decreased -5.67% |
VVisa Inc
| 0.63% | $1.112M 3,520 shares@ $316.05 avg price | Increased 2.63% |
LLYEli Lilly & Co
| 0.57% | $1.004M 1,300 shares@ $772.0 avg price | Increased 1.57% |
METAMeta Platforms Inc
| 0.57% | $998,295 1,705 shares@ $585.52 avg price | Decreased -2.01% |
XLESelect Sector Spdr Tr
| 0.52% | $925,556 10,805 shares@ $85.66 avg price | Increased 148.11% |
SOSouthern Co
| 0.52% | $923,630 11,220 shares@ $82.32 avg price | Increased 13.68% |