Constellation Investments, Inc.
CIK: 0001573575SEC EDGAR →
Portfolio Value
$3.2B
Holdings
19
As of
Q4 2025
New Positions
19
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,505,047 | $1.0B | 31.82% |
| 2 | ISHARES TR | 7,062,919 | $705.4M | 21.77% |
| 3 | VANGUARD INDEX FDS | 895,000 | $561.3M | 17.32% |
| 4 | VANGUARD INDEX FDS | 587,923 | $197.1M | 6.08% |
| 5 | VANGUARD SCOTTSDALE FDS | 1,746,325 | $146.3M | 4.51% |
| 6 | INVESCO QQQ TR | 179,026 | $110.0M | 3.39% |
| 7 | ISHARES TR | 1,420,000 | $93.7M | 2.89% |
| 8 | ISHARES TR | 608,000 | $90.4M | 2.79% |
| 9 | ISHARES TR | 779,498 | $69.7M | 2.15% |
| 10 | ISHARES TR | 495,924 | $47.2M | 1.46% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (19)
$1.0B · 1.5M shares
$705.4M · 7.1M shares
$561.3M · 895K shares
$197.1M · 588K shares
$146.3M · 1.7M shares
$110.0M · 179K shares
$93.7M · 1.4M shares
$90.4M · 608K shares
$69.7M · 779K shares
$47.2M · 496K shares
$40.4M · 712K shares
$37.9M · 101K shares
$27.5M · 249K shares
$24.6M · 365K shares
$24.0M · 200K shares
$18.1M · 188K shares
$8.6M · 144K shares
$4.0M · 78K shares
$2.9M · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 17 | $3.1B | 94.5% |
| Unknown | 2 | $179.7M | 5.5% |