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Constellation Investments, Inc.
Sachin Jain · Asset Manager · Multi-Strategy
Constellation Investments, Inc. (CINV) is a Cincinnati-based investment management firm established in 1996. It serves as the dedicated asset management subsidiary of Constellation Insurance, Inc., a diversified financial services group owned by the Ontario Teachers' Pension Plan and Caisse de dépôt et placement du Québec. The institution manages a broad array of portfolios, including mutual funds, insurance company separate accounts, and private investment vehicles like collateralized loan obligations (CLOs). With its headquarters in Montgomery, Ohio, the firm provides institutional-grade advisory and collateral management services, focusing on the strategic needs of insurance affiliates and third-party institutional clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +22.6% |
| YTD return | +16.8% |
| Sharpe ratio | 3.48 |
| Win rate | 55% |
| AUM | $1.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.constellationinsurance.com |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 17.0% | +20.5% |
| AAPL | Apple Inc | 15.5% | +28.1% |
| GOOGL | Alphabet Inc Class A | 11.7% | +33.1% |
| MSFT | Microsoft Corporation | 11.3% | +0.1% |
| AMZN | Amazon.com Inc | 8.2% | +12.7% |
| AVGO | Broadcom Inc | 5.4% | +6.4% |
| META | Meta Platforms Inc. | 4.8% | +7.1% |
| MU | Micron Technology Inc | 3.8% | +83.7% |
| AMD | Advanced Micro Devices Inc | 3.0% | +154.9% |
| TSLA | Tesla Inc | 3.0% | -13.7% |
| LLY | Eli Lilly and Company | 2.7% | +28.3% |
| JPM | JPMorgan Chase & Co | 1.9% | +9.1% |
| BRK-A | Berkshire Hathaway Inc | 1.7% | +1.7% |
| V | Visa Inc. Class A | 1.6% | +5.5% |
| PLTR | Palantir Technologies Inc. | 1.6% | +7.1% |
| XOM | Exxon Mobil Corp | 1.5% | +1.4% |
| INTC | Intel Corporation | 1.5% | +29.8% |
| CVX | Chevron Corp | 1.3% | +0.3% |
| COST | Costco Wholesale Corp | 1.3% | -3.4% |
| CSCO | Cisco Systems Inc | 1.2% | -2.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | V | 1.7% → 1.6% |
| Sep 21, 2026 | SELL | TSLA | 2.9% → 3.0% |
| Sep 21, 2026 | BUY | GOOGL | 11.4% → 11.7% |
| Sep 21, 2026 | SELL | META | 4.4% → 4.8% |
| Sep 21, 2026 | BUY | XOM | 1.5% → 1.5% |
Investment Style Analysis
Constellation Investments, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $1.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Constellation Investments, Inc. made a significant move by increasing exposure to V. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Constellation Investments, Inc. follows a disciplined and evidence-based investment approach, prioritizing risk management and strategic asset allocation. As the primary investment manager for Constellation Insurance's affiliates, the firm designs and implements diverse portfolios across traditional and alternative asset classes, including fixed income, public equities, and collateralized loan obligations (CLOs). Their philosophy emphasizes long-term wealth preservation and growth through a process-oriented framework that accounts for informational efficiency, liquidity needs, and after-tax performance, aiming to deliver consistent results across varying market environments.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Constellation Investments, Inc..
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Frequently asked questions
How is the simulated portfolio for Constellation Investments, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Constellation Investments, Inc.'s largest holding?
As of the latest filing, Constellation Investments, Inc.'s top position is NVIDIA Corporation (NVDA), representing 17.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Constellation Investments, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +22.6% with a win rate of 55%. Notably, the portfolio maintains a Sharpe Ratio of 3.48, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Constellation Investments, Inc. primarily invest in?
Constellation Investments, Inc. has a strong preference for the Semiconductors sector, which makes up 30.8% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Constellation Investments, Inc.'s portfolio concentrated or diversified?
Constellation Investments, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 44.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Constellation Investments, Inc. performed in 2026?
Our AI-simulated model portfolio for Constellation Investments, Inc. tracks a Year-to-Date (YTD) return of +16.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Sachin Jain manage Constellation Investments, Inc. directly?
Yes, Sachin Jain serves as the key portfolio manager for Constellation Investments, Inc., overseeing the investment strategy and final capital allocation decisions.