Constellation Investments, Inc. Top Holdings and 13F Report (2025) About Constellation Investments, Inc.Investment ActivityConstellation Investments, Inc. has $2.16 billion in total holdings as of June 30, 2025.Constellation Investments, Inc. owns shares of 19 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 2.26% of the portfolio was purchased this quarter.About 6.60% of the portfolio was sold this quarter.This quarter, Constellation Investments, Inc. has purchased 20 new stocks and bought additional shares in 1 stock.Constellation Investments, Inc. sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $717,151,297iShares Core U.S. Aggregate Bond ETF $411,573,757Vanguard S&P 500 ETF $300,487,870iShares Core S&P Mid-Cap ETF $132,722,800Invesco QQQ $107,569,800 Largest Purchases this Quarter Vanguard Intermediate-Term Corporate Bond ETF 590,000 shares (about $48.92M) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 642,000 shares (about $39.82M)iShares Ultra Short-Term Bond Active ETF 726,691 shares (about $36.85M)iShares Core S&P 500 ETF 19,770 shares (about $12.28M)iShares AAA CLO Active ETF 43,130 shares (about $2.24M)iShares Core S&P Small-Cap ETF 2,000 shares (about $218.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofConstellation Investments, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$717,151,297$12,275,193 ▼-1.7%1,155,01933.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$411,573,7570.0%4,148,92919.0%FinanceVOOVanguard S&P 500 ETF$300,487,8700.0%529,00013.9%ETFIJHiShares Core S&P Mid-Cap ETF$132,722,800$39,816,840 ▼-23.1%2,140,0006.1%ETFQQQInvesco QQQ$107,569,8000.0%195,0005.0%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$100,747,800$48,922,800 ▲94.4%1,215,0004.7%ETFIEFAiShares Core MSCI EAFE ETF$65,072,4930.0%779,4983.0%ETFVTIVanguard Total Stock Market ETF$64,129,2300.0%211,0003.0%ETFMBBiShares MBS ETF$51,451,7200.0%548,0002.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$37,266,0800.0%712,0001.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$36,528,3200.0%270,5001.7%ETFIWBiShares Russell 1000 ETF$34,446,3200.0%101,4411.6%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$27,327,6360.0%249,3171.3%FinanceIEMGiShares Core MSCI Emerging Markets ETF$21,939,8840.0%365,4821.0%ETFIJRiShares Core S&P Small-Cap ETF$21,858,000$218,580 ▼-1.0%200,0001.0%ETFEFAiShares MSCI EAFE ETF$16,843,8470.0%188,4310.8%FinanceICSHiShares Ultra Short-Term Bond Active ETF$6,085,200$36,850,501 ▼-85.8%120,0000.3%ETFCLOAiShares AAA CLO Active ETF$5,600,610$2,239,309 ▼-28.6%107,8700.3%ETFVOOVVanguard S&P 500 Value ETF$3,585,4900.0%19,0000.2%ETFVGITVanguard Intermediate-Term Treasury ETF$0$51,381,000 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
