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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
XLUSelect Sector Spdr Tr
Recent Activity
Increased 12.2%
0.25%
$438,699
5,796 shares@ $75.69 avg price
PANWPalo Alto Networks Inc
Recent Activity
New Position
0.23%
$400,312
2,200 shares@ $181.96 avg price
WFCWells Fargo Co New
Recent Activity
0.21%
$372,272
5,300 shares@ $70.24 avg price
CNICanadian Natl Ry Co
Recent Activity
Decreased -2.83%
0.2%
$348,382
3,432 shares@ $101.51 avg price
MARMarriott Intl Inc New
Recent Activity
Decreased -15.12%
0.18%
$306,834
1,100 shares@ $278.94 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Increased 10.31%
0.17%
$296,058
3,210 shares@ $92.23 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 20%
0.17%
$291,564
600 shares@ $485.94 avg price
MSMorgan Stanley
Recent Activity
New Position
0.17%
$289,156
2,300 shares@ $125.72 avg price
PRUPrudential Finl Inc
Recent Activity
New Position
0.16%
$284,472
2,400 shares@ $118.53 avg price
CVXChevron Corp New
Recent Activity
Increased 11.83%
0.16%
$273,892
1,891 shares@ $144.84 avg price