13F Filings History of Constellation Investments, Inc.

Latest 13F report
Q3 2025 - Oct 21, 2025
Value $
$2.14B
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 $2.14B as of Q3 2025. Top holdings included IVV, AGG, VOO, QQQ, and IJH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 19 $2.14B +$12.1M -$158M -$146M IVV, AGG, VOO, QQQ, IJH 13F-HR 10/21/2025, 09:49 AM
Q2 2025 19 $2.16B +$48.9M -$143M -$93.9M IVV, AGG, VOO, IJH, QQQ 13F-HR 7/23/2025, 12:54 PM
Q1 2025 20 $2.11B +$262M -$313M -$51.7M IVV, AGG, VOO, IJH, QQQ 13F-HR 4/22/2025, 02:39 PM
Q4 2024 17 $2.2B $0 $0 IVV, AGG, VOO, IWB, IEFA 13F-HR 1/29/2025, 09:12 AM
Q1 2016 444 $547M +$232M -$217M +$14.1M AAPL, MSFT, AMZN, INTC, JNJ 13F-HR 4/28/2016, 09:03 AM
Q4 2015 423 $535M +$47.1M -$27M +$20.1M AAPL, MSFT, SPY, AMZN, GOOG 13F-HR 1/29/2016, 01:38 PM
Q3 2015 416 $484M +$16M -$19M -$3M AAPL, MSFT, SPY, AMZN, META 13F-HR 11/10/2015, 12:26 PM
Q2 2015 429 $524M +$14.6M -$11.9M +$2.63M AAPL, MSFT, SPY, META, AMZN 13F-HR 7/22/2015, 03:34 PM
Q1 2015 428 $524M +$37.1M -$8.03M +$29.1M AAPL, SPY, MSFT, META, GOOG 13F-HR 5/13/2015, 04:00 PM
Q4 2014 414 $493M +$28.7M -$4.79M +$23.9M AAPL, MSFT, SPY, XOM, INTC 13F-HR 1/28/2015, 08:25 AM
Q3 2014 396 $450M +$13.6M -$4.24M +$9.37M AAPL, MSFT, SPY, GOOG, XOM 13F-HR 10/31/2014, 09:01 AM
Q2 2014 399 $432M +$38.5M -$7.13M +$31.4M AAPL, MSFT, SPY, XOM, GOOG 13F-HR 7/30/2014, 03:57 PM
Q1 2014 389 $411M +$18.8M -$2.31M +$16.5M AAPL, MSFT, GOOGL, SPY, XOM 13F-HR 4/22/2014, 02:56 PM
Q4 2013 383 $393M $0 $0 AAPL, GOOGL, MSFT, SPY, XOM 13F-HR 1/31/2014, 12:34 PM