Constellation Investments, Inc.
All 13F Filings
- Location
- Montgomery, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 3,240,059
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.395 M | 43.1% | 516.2 K | 0 | 516.2 K |
| ETFs | 1.845 M | 56.9% | 583.7 K | 0 | 583.7 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
3,240,059
Holdings
19
QoQ value change ($000)
1,099,988
(51.4%)
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.