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CIK: 0001573575
Total reported value
$3.2B
$3.2B
19 檔
75.2%
In Q1 2026, Constellation Investments, Inc.'s U.S. equity holdings reached a combined market value of $3.2B, distributed across 19 disclosed stock positions.
In Q1 2026, 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 | 29.45% | +0.19% | -9.74% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 19.51% | -2.03% | -16.17% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.98% | +1.21% | +6.91% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.26% | +0.57% | — | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 5.24% | +0.48% | +82.24% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.21% | -0.90% | -12.27% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.43% | +0.64% | — | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 2.69% | -0.15% | — | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.34% | -0.09% | — | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 1.56% | -0.09% | — | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.34% | +0.02% | — | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.20% | +0.10% | — | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.02% | +0.08% | -67.96% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.90% | -0.05% | — | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.85% | +0.09% | — | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.61% | -0.02% | — | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.27% | -0.06% | -3.47% | |
| 18 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.09% | +0.01% | — | |
| 19 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 0.05% | -0.01% | -65.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | +2.5% | +82.24% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +1.7% | +6.91% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | — | Unchanged |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | — | Unchanged |
| 5 | MBB | Ishares Mbs ETF | +0.1% | — | Unchanged |
| 6 | IEMG | Ishares Core Msci Emerging | +0.1% | — | Unchanged |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | — | Unchanged |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | — | Unchanged |
| 9 | EFA | Ishares Msci Eafe ETF | +0.1% | — | Unchanged |
| 10 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 11 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged |
| 12 | VGIT | Vanguard Intermediate-term T | — | -3.47% | Trim |
| 13 | VOOV | Vanguard S&p 500 Value ETF | — | — | Unchanged |
| 14 | CLOA | Ishares Aaa Clo Act Etf-usdi | -0.1% | -65.44% | Trim |
| 15 | VCIT | Vanguard Int-term Corporate | -0.3% | -12.27% | Trim |
| 16 | IJH | Ishares Core S&p Midcap ETF | -1.9% | -67.96% | Trim |
| 17 | AGG | Ishares Core U.s. Aggregate | -2.3% | -16.17% | Trim |
| 18 | IVV | Ishares Core S&p 500 ETF | -2.4% | -9.74% | Trim |
| 19 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 20 | IJR | Ishares Core S&p Small-cap E | — | 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 Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, VOO) accounted for 75.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
BND
市值: $81.0M
Top Position Liquidated / Trimmed
IJR
前期市值: $24.0M
During Q1 2026, Constellation Investments, Inc.'s top holdings by market value included IVV (29.4%)、AGG (19.5%)、VOO (19.0%). The largest single position, IVV, represented 29.4% of total portfolio value.
In Q1 2026, Constellation Investments, Inc. made 10 total portfolio adjustments, initiating 1 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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