Managers / Q4 2024 · view latest →
Constellation Investments, Inc.
CIK 0001573575 · ONE FINANCIAL WAY, MONTGOMERY, OH, 45242 · 513-794-6100
Reported Value
$2.2B
Q4 2024
Positions
17
Filings on Record
6
2019–present window
Filed
Jan 29, 2025
original filing
Summary
Constellation Investments, Inc. reported $2.2B in U.S.-listed holdings across 17 positions for Q4 2024.
The portfolio is heavily concentrated: Ishares Tr alone accounts for 30.5% of reported value.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 100.0% · $2.2B
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
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 ↗.