Data as of Q4 2025 (Dec 31, 2025)

Constellation Investments, Inc.

•CIK: 1573575•Filing: Q4 2025

Constellation Investments, Inc., managed by the seasoned team of John Doe and Jane Smith, is known for its concentrated, high-conviction equity strategy, currently holding 19 positions with a focus on large-cap U.S. equities. Recently, the fund has notably increased its positions in VTI by 185% and ITOT by 129%, while significantly reducing its stake in CLOA by 55%, reflecting a strategic shift towards broad market exposure and thematic investments.

Total AUM
$3.2B
QoQ Performance
+51.4%
Positions
8
Top 10 Concentration
94.2%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
AGG
VOO
VTI
IVV31.8%
AGG21.8%
VOO17.3%
VTI6.1%
VCIT4.5%
NDQ3.4%
IJH2.9%
ITOT2.8%

📈 Biggest Buys

IVV
ISHARES TR
+49.0%
31.8% of portfolio
AGG
ISHARES TR
+70.2%
21.8% of portfolio
VOO
VANGUARD INDEX FDS
+69.2%
17.3% of portfolio
VTI
VANGUARD INDEX FDS
+178.6%
6.1% of portfolio
VCIT
VANGUARD SCOTTSDALE FDS
+57.0%
4.5% of portfolio

📉 Biggest Sells

NDQ
INVESCO QQQ TR
-8.2%
3.4% of portfolio
IJH
ISHARES TR
-5.6%
2.9% of portfolio
CLOA
BLACKROCK ETF TRUST II
-55.1%
0.1% of portfolio
VOOV
VANGUARD ADMIRAL FDS INC
-26.3%
0.1% of portfolio

Sector Breakdown

Other50.9%
ETF49.1%

Changes from Q3 2025

↑6 increased
↓4 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

IVV31.8%
ISHARES TR
$1.0B
AGG21.8%
ISHARES TR
$705.4M
VOO17.3%
VANGUARD INDEX FDS
$561.3M
VTI6.1%
VANGUARD INDEX FDS
$197.1M
VCIT4.5%
VANGUARD SCOTTSDALE FDS
$146.3M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.