Constellation Investments, Inc. Portfolio Holdings

Constellation Investments, Inc.

  • $2.16 Trillion
  • Q2 2025

Constellation Investments, Inc. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.16 Trillion distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $717B, Ishares Core U.S. Aggregate Bo with a value of $412B, Vanguard Index Fds S&P 500 ETF with a value of $300B, Ishares Core S&P Mid Cap ETF with a value of $133B, and Invesco Qqq Trust, Series 1 with a value of $108B.

Examining the 13F form we can see an increase of $57.3B in the current position value, from $2.11T to 2.16T.

Constellation Investments, Inc. is based out at Montgomery, OH

Below you can find more details about Constellation Investments, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.16 Trillion
ETFs: $64.1 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $2.16 Trillion
  • Prior Value $2.11 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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