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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
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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.11%
0.41%
$729,084
1,244 shares@ $586.09 avg price
UPSUnited Parcel Service Inc
Recent Activity
0.31%
$547,778
4,344 shares@ $126.1 avg price
DEDeere & Co
Recent Activity
Decreased -2.04%
0.29%
$508,440
1,200 shares@ $423.7 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 7.68%
0.28%
$490,526
6,240 shares@ $78.61 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 41.67%
0.28%
$486,727
850 shares@ $572.62 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -4.04%
0.27%
$472,530
4,750 shares@ $99.48 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 11.18%
0.26%
$452,780
4,677 shares@ $96.81 avg price