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CIK: 0001573575
Total reported value
$3.2B
$3.2B
20 檔
50.1%
The Q1 2025 SEC filing reveals that Constellation Investments, Inc. held a total portfolio value of $3.2B, covering 20 public equity positions.
In Q1 2025, Constellation Investments, Inc. adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 30 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 31.36% | +0.19% | +3.34% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 19.50% | -2.03% | -6.74% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.91% | +1.21% | +19.14% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.71% | +0.08% | +79.60% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.34% | +0.64% | +16.77% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.80% | -0.09% | -57.76% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.75% | +0.57% | +339.58% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 2.44% | -0.09% | — | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.44% | -0.06% | — | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.43% | -0.90% | — | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.04% | — | -26.34% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.73% | +0.02% | — | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.57% | +0.48% | +70.66% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.48% | +0.10% | -82.06% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.29% | -0.05% | — | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.00% | — | +34.67% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.94% | +0.09% | -66.11% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.73% | -0.02% | -31.09% | |
| 19 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 0.37% | -0.01% | — | |
| 20 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.17% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 2 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 3 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 4 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 5 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 6 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 7 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 8 | MBB | Ishares Mbs ETF | — | NEW | New buy |
| 9 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 10 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 11 | ICSH | Ishares Ultra Short Duration | — | NEW | New buy |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | — | NEW | New buy |
| 13 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 14 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 15 | AAPL | Apple Inc | — | EXIT | Sold out |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | New buy |
| 17 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 18 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 19 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 20 | ✓ | Spdr S&p 500 ETF Tr | — | EXIT | Sold out |
| 21 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 22 | ✓ | Facebook Inc Class A | — | EXIT | Sold out |
| 23 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 24 | ✓ | Alphabet Inc-c | — | EXIT | Sold out |
| 25 | ✓ | Alphabet Inc-a | — | EXIT | Sold out |
| 26 | CLOA | Ishares Aaa Clo Act Etf-usdi | — | NEW | New buy |
| 27 | XOM | Exxon Mobil Corporation | — | EXIT | Sold out |
| 28 | INTC | Intel CORP | — | EXIT | Sold out |
| 29 | CMCSA | Comcast Corporation | — | EXIT | Sold out |
| 30 | CSCO | Cisco Systems, Inc. | — | EXIT | Sold out |
| 31 | JNJ | Johnson & Johnson | — | EXIT | Sold out |
| 32 | AEP | American Electric Power Company, Inc. | — | EXIT | Sold out |
| 33 | GILD | Gilead Sciences Inc | — | EXIT | Sold out |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 35 | AMGN | Amgen Inc | — | EXIT | Sold out |
| 36 | ✓ | At&t Inc | — | EXIT | Sold out |
| 37 | WFC | Wells Fargo & Co | — | EXIT | Sold out |
| 38 | VZ | Verizon Communications Inc. | — | EXIT | Sold out |
| 39 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 40 | JPM | JPMorgan Chase & Co. | — | EXIT | Sold out |
| 41 | ✓ | Powershares Qqq Trust | — | EXIT | Sold out |
| 42 | SBUX | Starbucks CORP | — | EXIT | Sold out |
| 43 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 44 | CVX | Chevron CORP | — | EXIT | Sold out |
| 45 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 46 | WBA | Walgreens Boots Alliance Inc | — | EXIT | Sold out |
| 47 | HD | Home Depot Inc | — | EXIT | Sold out |
| 48 | CELG | Celgene CORP | — | EXIT | Sold out |
| 49 | QCOM | Qualcomm Inc | — | EXIT | Sold out |
| 50 | VOOV | Vanguard S&p 500 Value ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Constellation Investments, Inc. reported a total U.S. public equity portfolio value of $3.2B across 20 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, VOO) accounted for 50.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $660.1M
Top Position Liquidated / Trimmed
AAPL
前期市值: $29.1M
During Q1 2025, Constellation Investments, Inc.'s top holdings by market value included IVV (31.4%)、AGG (19.5%)、VOO (12.9%). The largest single position, IVV, represented 31.4% of total portfolio value.
In Q1 2025, Constellation Investments, Inc. made 50 total portfolio adjustments, initiating 20 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 30 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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