Arkolith/Funds/Constellation Investments, Inc.

Constellation Investments, Inc.

CIK 1573575Hedge fund
Holdings as of Jun 30, 2026·disclosed Jul 17, 2026·~17-day 13F lag·13F-HR
Active Filer

Constellation Investments, Inc. holds a concentrated book of 19 stocks worth $3.2B as of Q2 2026 (disclosed Jul 17, 2026, a ~17-day 13F lag). This quarter they opened Ishares Core S&P Small-Cap E and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 30% of the equity book.

Opened
1
bought for the first time
Added to
0
already held, bought more
no adds
Trimmed
9
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
80%
Top 10 holdings
93%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought

No buys this quarter.

Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Constellation Investments, Inc.

Manager / fundShared namesTheir $ in those
BlackRock, Inc.20 / 19$97.4B
MORGAN STANLEY20 / 19$94.4B
JPMORGAN CHASE & CO20 / 19$68.8B
WELLS FARGO & COMPANY/MN20 / 19$63.4B
ENVESTNET ASSET MANAGEMENT INC20 / 19$61.0B
RAYMOND JAMES FINANCIAL INC20 / 19$45.8B
LPL Financial LLC20 / 19$44.7B
UBS Group AG20 / 19$30.3B

Ranked by the share of each fund's own book sitting in the names it shares with Constellation Investments, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

19 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$943.8M1.26M
29.6%
−7.2%
Reduced · −98K sh
2Vanguard Index FDS
S&P 500 ETF SHS
$643.0M936.2K
20.2%
−2.1%
Reduced · −21K sh
3Ishares TR
CORE US AGGBD ET
$556.7M5.62M
17.5%
−5.0%
Reduced · −296K sh
4Vanguard Index FDS
TOTAL STK MKT
$217.6M587.9K
6.8%
Held
5Ishares TR
CORE S&P TTL STK
$182.0M1.11M
5.7%
Held
6Invesco QQQ TR
UNIT SER 1
$129.5M175.9K
4.1%
−1.7%
Reduced · −3K sh
7Vanguard Scottsdale FDS
INT-TERM CORP
$105.4M1.28M
3.3%
−17%
Reduced · −257K sh
8Vanguard BD Index FDS
TOTAL BND MRKT
$80.8M1.10M
2.5%
Held
9Ishares TR
CORE MSCI EAFE
$71.7M742.1K
2.3%
−4.8%
Reduced · −37K sh
10Ishares TR
MBS ETF
$46.9M495.9K
1.5%
Held
11SPDR Series Trust
STATE STREET SPD
$43.3M712.0K
1.4%
Held
12Ishares TR
RUS 1000 ETF
$41.5M101.4K
1.3%
Held
13Ishares TR
CORE S&P MCP ETF
$35.1M455.0K
1.1%
Held
14Ishares Inc
CORE MSCI EMKT
$30.0M362.4K
0.9%
−0.8%
Reduced · −3K sh
15Ishares TR
IBOXX INV CP ETF
$27.2M249.3K
0.9%
Held
16Ishares TR
MSCI EAFE ETF
$18.7M179.7K
0.6%
−4.6%
Reduced · −9K sh
17Vanguard Scottsdale FDS
INTER TERM TREAS
$6.8M115.5K
0.2%
−17%
Reduced · −23K sh
18Vanguard Admiral FDS Inc
500 VAL IDX FD
$3.1M14.0K
0.1%
Held
19BlackRock ETF Trust II
ISHARES AAA CLO
$1.4M27.0K
0.0%
Held
Showing all 19 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 17, 202619$3.2B13F-HR
Q1 2026Mar 31, 2026Apr 22, 202619$3.0B13F-HR
Q4 2025Dec 31, 2025Jan 21, 202619$3.2B13F-HR
Q3 2025Sep 30, 2025Oct 21, 202519$2.1B13F-HR
Q2 2025Jun 30, 2025Jul 23, 202519$2.2B13F-HR
Q1 2025Mar 31, 2025Apr 22, 202520$2.1B13F-HR
Q4 2024Dec 31, 2024Jan 29, 202517$2.2B13F-HR
Q1 2016Mar 31, 2016Apr 28, 2016444$547.2M13F-HR
Q4 2015Dec 31, 2015Jan 29, 2016423$534.7M13F-HR
Q3 2015Sep 30, 2015Nov 10, 2015416$483.9M13F-HR
Q2 2015Jun 30, 2015Jul 22, 2015429$524.0M13F-HR
Q1 2015Mar 31, 2015May 13, 2015428$523.5M13F-HR
Q4 2014Dec 31, 2014Jan 28, 2015414$492.8M13F-HR
Q3 2014Sep 30, 2014Oct 31, 2014396$449.6M13F-HR
Q2 2014Jun 30, 2014Jul 30, 2014399$432.4M13F-HR
Q1 2014Mar 31, 2014Apr 22, 2014389$411.2M13F-HR
Q4 2013Dec 31, 2013Jan 31, 2014383$393.2M13F-HR
Q3 2013Sep 30, 2013Oct 22, 2013350$325.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.