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CIK: 0001573575
Total reported value
$3.2B
$3.2B
19 檔
51.2%
During the Q3 2025 filing period, Constellation Investments, Inc. (CIK: 0001573575) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.2B across 19 reported positions.
In Q3 2025, Constellation Investments, Inc. adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 1 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 | 31.60% | +0.19% | -12.52% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 19.44% | -2.03% | -0.00% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.14% | +1.21% | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.47% | +0.64% | — | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.59% | +0.08% | -29.67% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.37% | -0.90% | -8.43% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.24% | +0.57% | — | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.18% | -0.09% | — | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 2.20% | -0.09% | -9.50% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.84% | +0.48% | — | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.84% | +0.02% | — | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.73% | +0.10% | — | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.30% | -0.05% | — | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.13% | +0.09% | — | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.11% | — | — | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.82% | -0.02% | — | |
| 17 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 0.42% | -0.01% | +61.43% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.40% | -0.06% | — | |
| 19 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.18% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2.2% | — | Unchanged |
| 2 | VCIT | Vanguard Int-term Corporate | +1.9% | -8.43% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +1.1% | — | Unchanged |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | — | Unchanged |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | — | Unchanged |
| 6 | ITOT | Ishares Core S&p Total U.s. | +0.3% | — | Unchanged |
| 7 | IWB | Ishares Russell 1000 ETF | +0.3% | — | Unchanged |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.2% | -12.52% | Trim |
| 9 | IEMG | Ishares Core Msci Emerging | +0.2% | — | Unchanged |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | — | Unchanged |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.1% | — | Trim |
| 12 | EFA | Ishares Msci Eafe ETF | +0.1% | — | Unchanged |
| 13 | CLOA | Ishares Aaa Clo Act Etf-usdi | +0.1% | +61.43% | Add |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | — | Unchanged |
| 15 | VOOV | Vanguard S&p 500 Value ETF | 0% | — | Unchanged |
| 16 | AGG | Ishares Core U.s. Aggregate | -0.1% | -0.00% | Trim |
| 17 | MBB | Ishares Mbs ETF | -0.2% | -9.50% | Trim |
| 18 | VGIT | Vanguard Intermediate-term T | -2% | — | Trim |
| 19 | IJH | Ishares Core S&p Midcap ETF | -3.1% | -29.67% | Trim |
| 20 | ICSH | Ishares Ultra Short Duration | — | EXIT | Sold out |
According to official SEC Form 13F filings, Constellation Investments, Inc. reported a total U.S. public equity portfolio value of $3.2B across 19 disclosed positions in Q3 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 51.2% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
ICSH
前期市值: $42.9M
During Q3 2025, Constellation Investments, Inc.'s top holdings by market value included IVV (31.6%)、AGG (19.4%)、VOO (15.1%). The largest single position, IVV, represented 31.6% of total portfolio value.
In Q3 2025, Constellation Investments, Inc. made 9 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 6 holdings, and fully liquidating 1 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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