Managers / Q1 2026
Constellation Investments, Inc.
CIK 0001573575 · ONE FINANCIAL WAY, MONTGOMERY, OH, 45242 · 513-794-6100
Reported Value
$3.0B
Q1 2026
Positions
19
Filings on Record
6
2019–present window
Filed
Apr 22, 2026
original filing
Summary
Constellation Investments, Inc. reported $3.0B in U.S.-listed holdings across 19 positions for Q1 2026.
The portfolio is heavily concentrated: IVV alone accounts for 29.5% of reported value.
Compared with Q4 2025, the fund opened 1 new position and exited 1.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $3.0B | 19 | Apr 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $3.2B | 19 | Jan 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.1B | 19 | Oct 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $2.2B | 19 | Jul 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $2.1B | 20 | Apr 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $2.2B | 17 | Jan 29, 2025 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.