Constellation Investments, Inc.
All 13F Filings
- Location
- Montgomery, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,184,332
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 19 | 3,184,332 | 13F-HR | Constellation Investments, Inc. |
| Q1 2026 | 4/22/2026 | 19 | 3,012,694 | 13F-HR | Constellation Investments, Inc. |
| Q4 2025 | 1/21/2026 | 19 | 3,240,059 | 13F-HR | Constellation Investments, Inc. |
| Q3 2025 | 10/21/2025 | 19 | 2,140,071 | 13F-HR | Constellation Investments, Inc. |
| Q2 2025 | 7/23/2025 | 19 | 2,162,388 | 13F-HR | Constellation Investments, Inc. |
| Q2 2014 | 7/30/2014 | 399 | 432,393 | 13F-HR | Ohio National Investments, Inc. |
| Q1 2014 | 4/22/2014 | 389 | 411,170 | 13F-HR | Ohio National Investments, Inc. |
| Q4 2013 | 1/31/2014 | 383 | 393,190 | 13F-HR | Ohio National Investments, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| ETFs | 3.184 M | 100.0% | 171.6 K | 0 | 171.6 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
3,184,332
Holdings
19
QoQ value change ($000)
171,638
(5.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.