StockDriftsStockDriftsTop 18 Constellation Investments INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 21.38% | 5.91M | $558.7M | +5.07%(+285.29K) | $99.36(-3.50%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 18.33% | 683.5K | $479.0M | -26.99%(-252.70K) | $570.83(+24.16%) | 2026-09-30 | |
| IVV | ISHARES TR | 18.32% | 625.1K | $478.7M | -50.40%(-635.12K) | $613.61(+26.13%) | 2026-09-30 | |
| IEFA | ISHARES TR | 7.71% | 2.08M | $201.5M | +180.33%(+1.34M) | $88.68(+8.82%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 7.03% | 491.0K | $183.7M | -16.49%(-96.96K) | $314.33(+20.42%) | 2026-09-30 | |
| ITOT | ISHARES TR | 5.64% | 886.1K | $147.3M | -20.03%(-221.94K) | $141.37(+18.78%) | 2026-09-30 | |
| USIG | ISHARES TR | 4.19% | 2.25M | $109.4M | new | $50.00(-1.27%) | 2026-09-30 | |
| IEMG | ISHARES INC | 4.11% | 1.32M | $107.4M | +265.18%(+961.04K) | $74.56(+3.53%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.32% | 1.11M | $86.7M | -13.14%(-167.57K) | $82.79(-4.20%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 2.88% | 1.07M | $75.1M | -2.64%(-29.00K) | $73.85(-3.68%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.65% | +31.84% | — | — | +108.46% |
| Top 20 Holdings Unweighted | +8.04% | +26.11% | — | — | +81.97% |
Constellation Investments INC reports $2.61B in US-listed equity holdings across 18 positions in its most recent 13F filing. Its largest disclosed positions are AGG (21.4%), VOO (18.3%) and IVV (18.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +31.84% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Constellation Investments INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1573575). View Constellation Investments INC’s 13F filings on SEC