13F Filings History of Constellation Investments, Inc.

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$3,240,059,453
Signature - Title
Todd Brockman - Vice President
Location
Montgomery, OH
Summary
This page shows a list of all the recent 13F filings made by Constellation Investments, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Constellation Investments, Inc. reported 19 stock holdings with total value $3,240,059,453 as of Q4 2025. Top holdings included IVV, AGG, VOO, VTI, and VCIT.

Notify me when Constellation Investments, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 19 $3,240,059,453 +$1,089,033,006 -$21,414,720 +$1,067,618,286 IVV, AGG, VOO, VTI, VCIT 13F-HR 21 Jan 2026, 09:24
Q3 2025 19 $2,140,070,870 +$12,087,521 -$157,908,538 -$145,821,017 IVV, AGG, VOO, QQQ, IJH 13F-HR 21 Oct 2025, 09:49
Q2 2025 19 $2,162,388,154 +$48,922,800 -$142,781,423 -$93,858,623 IVV, AGG, VOO, IJH, QQQ 13F-HR 23 Jul 2025, 12:54
Q1 2025 20 $2,105,051,837 +$261,691,770 -$313,420,797 -$51,729,027 IVV, AGG, VOO, IJH, QQQ 13F-HR 22 Apr 2025, 14:39
Q4 2024 17 $2,197,051,301 $0 $0 $0 IVV, AGG, VOO, IWB, IEFA 13F-HR 29 Jan 2025, 09:12
Q1 2016 444 $547,193,000 +$231,539,293 -$217,475,080 +$14,064,213 AAPL, MSFT, SPDR S&P 500 ETF TR TR UNIT, FACEBOOK INC, AMZN 13F-HR 28 Apr 2016, 09:03
Q4 2015 423 $534,705,000 +$47,063,883 -$26,959,106 +$20,104,777 AAPL, MSFT, SPY, AMZN, GOOG 13F-HR 29 Jan 2016, 13:38
Q3 2015 416 $483,889,000 +$15,976,341 -$18,974,320 -$2,997,979 AAPL, MSFT, SPY, AMZN, META 13F-HR 10 Nov 2015, 12:26
Q2 2015 429 $523,972,000 +$14,577,066 -$11,945,393 +$2,631,673 AAPL, MSFT, SPY, META, AMZN 13F-HR 22 Jul 2015, 15:34
Q1 2015 428 $523,522,000 +$37,146,805 -$8,027,787 +$29,119,018 AAPL, SPY, MSFT, META, GOOG 13F-HR 13 May 2015, 16:00
Q4 2014 414 $492,770,000 +$28,732,405 -$4,791,691 +$23,940,714 AAPL, MSFT, SPY, XOM, INTC 13F-HR 28 Jan 2015, 08:25
Q3 2014 396 $449,579,000 +$13,611,297 -$4,240,503 +$9,370,794 AAPL, MSFT, SPY, GOOG, XOM 13F-HR 31 Oct 2014, 09:01
Q2 2014 399 $432,393,000 +$38,492,330 -$7,133,220 +$31,359,110 AAPL, MSFT, SPY, XOM, GOOG 13F-HR 30 Jul 2014, 15:57
Q1 2014 389 $411,170,000 +$18,803,571 -$2,310,581 +$16,492,990 AAPL, MSFT, GOOGL, SPY, XOM 13F-HR 22 Apr 2014, 14:56
Q4 2013 383 $393,190,000 $0 $0 $0 AAPL, GOOGL, MSFT, SPY, XOM 13F-HR 31 Jan 2014, 12:34