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The Analysis of Constellation Investments, Inc.'s Holdings & P&L

Currently, Constellation Investments, Inc. holds 19 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have decreased their positions in N/A (-98.2K shares, valued at $73.5M), N/A (-296.4K shares, valued at $29.3M), VCIT (-256.8K shares, valued at $21.2M).

1M P&L

+5.4M+0.38%

3M P&L

+45.0M+3.28%

HY P&L

+131.7M+10.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.4B

100.0%

Top Industries by Stock Count

1N/A15 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR1.3M shares-7.23%2026-06-302026-07-17

VOO VANGUARD INDEX FDS936.2K shares-2.16%2026-06-302026-07-17

ISHARES TR ISHARES TR5.6M shares-5.01%2026-06-302026-07-17

VANGUARD INDEX FDS VANGUARD INDEX FDS587.9K shares0.00%2026-06-302026-07-17

ITOT ISHARES TR1.1M shares0.00%2026-06-302026-07-17

QQQ INVESCO QQQ TR175.9K shares-1.74%2026-06-302026-07-17

VCIT VANGUARD SCOTTSDALE FDS1.3M shares-16.76%2026-06-302026-07-17

BND VANGUARD BD INDEX FDS1.1M shares0.00%2026-06-302026-07-17

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ISHARES TR ISHARES TR742.1K shares-4.80%2026-06-302026-07-17

MBB ISHARES TR495.9K shares0.00%2026-06-302026-07-17

SPYV SPDR SERIES TRUST712.0K shares0.00%2026-06-302026-07-17

IWB ISHARES TR101.4K shares0.00%2026-06-302026-07-17

IJH ISHARES TR455.0K shares0.00%2026-06-302026-07-17

IEMG ISHARES INC362.4K shares-0.84%2026-06-302026-07-17

LQD ISHARES TR249.3K shares0.00%2026-06-302026-07-17

EFA ISHARES TR179.7K shares-4.63%2026-06-302026-07-17

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VGIT VANGUARD SCOTTSDALE FDS115.5K shares-16.90%2026-06-302026-07-17

VOOV VANGUARD ADMIRAL FDS INC14.0K shares0.00%2026-06-302026-07-17

CLOA BLACKROCK ETF TRUST II27.0K shares0.00%2026-06-302026-07-17

ISHARES TR

-7.23%

Shares1.3M

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD INDEX FDS

-2.16%

Shares936.2K

Event2026-06-30

Filed2026-07-17

ISHARES TR

-5.01%

Shares5.6M

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

0.00%

Shares587.9K

Event2026-06-30

Filed2026-07-17

ITOT

ISHARES TR

0.00%

Shares1.1M

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

-1.74%

Shares175.9K

Event2026-06-30

Filed2026-07-17

VCIT

VANGUARD SCOTTSDALE FDS

-16.76%

Shares1.3M

Event2026-06-30

Filed2026-07-17

BND

VANGUARD BD INDEX FDS

0.00%

Shares1.1M

Event2026-06-30

Filed2026-07-17

ISHARES TR

-4.80%

Shares742.1K

Event2026-06-30

Filed2026-07-17

MBB

ISHARES TR

0.00%

Shares495.9K

Event2026-06-30

Filed2026-07-17

SPYV

SPDR SERIES TRUST

0.00%

Shares712.0K

Event2026-06-30

Filed2026-07-17

IWB

ISHARES TR

0.00%

Shares101.4K

Event2026-06-30

Filed2026-07-17

IJH

ISHARES TR

0.00%

Shares455.0K

Event2026-06-30

Filed2026-07-17

IEMG

ISHARES INC

-0.84%

Shares362.4K

Event2026-06-30

Filed2026-07-17

LQD

ISHARES TR

0.00%

Shares249.3K

Event2026-06-30

Filed2026-07-17

EFA

ISHARES TR

-4.63%

Shares179.7K

Event2026-06-30

Filed2026-07-17

VGIT

VANGUARD SCOTTSDALE FDS

-16.90%

Shares115.5K

Event2026-06-30

Filed2026-07-17

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-17

CLOA

BLACKROCK ETF TRUST II

0.00%

Shares27.0K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available