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 |
---|---|---|---|
XOMExxon Mobil Corp
| 0.52% | $914,883 8,505 shares@ $107.58 avg price | Increased 95.75% |
CATCaterpillar Inc
| 0.48% | $840,878 2,318 shares@ $362.77 avg price | Increased 14.87% |
XLISelect Sector Spdr Tr
| 0.46% | $808,348 6,135 shares@ $131.77 avg price | Increased 3.9% |
SPYSpdr S&p 500 Etf Tr
| 0.41% | $729,084 1,244 shares@ $586.09 avg price | Decreased -1.11% |
UPSUnited Parcel Service Inc
| 0.31% | $547,778 4,344 shares@ $126.1 avg price | |
DEDeere & Co
| 0.29% | $508,440 1,200 shares@ $423.7 avg price | Decreased -2.04% |
XLPSelect Sector Spdr Tr
| 0.28% | $490,526 6,240 shares@ $78.61 avg price | Increased 7.68% |
GSGoldman Sachs Group Inc
| 0.28% | $486,727 850 shares@ $572.62 avg price | Increased 41.67% |
MRKMerck & Co Inc
| 0.27% | $472,530 4,750 shares@ $99.48 avg price | Decreased -4.04% |
XLCSelect Sector Spdr Tr
| 0.26% | $452,780 4,677 shares@ $96.81 avg price | Increased 11.18% |