SEC Form 13F · Q3 2026

Constellation Investments, Inc.

Institutional Holdings Report

13F-HROH
$2.6B
Portfolio Value
18
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
Constellation Investments, Inc.
CIK
1573575
Accession No.
0001573575-26-000009
Location
MONTGOMERY, OH
Form Type
13F-HR
Portfolio Value
$2.6B
Holdings Reported
18
Reporting Period
Q3 2026
Filed
October 28, 2026

About this Filing

Constellation Investments, Inc. is an institutional investment manager based in MONTGOMERY, OH reporting approximately $2.6B in 13(f) securities across 18 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.