HI
Hyundai Investments Co., Ltd. 13F Portfolio & Top Holdings (Q2 2026)
Hyundai Investments Co., Ltd.CIK: 0001892772
Concentrated strategyMomentum follower
Total reported value
$92.3M
Reporting period: 2026-06-30 · Number of holdings: 72
Hyundai Investments Co., Ltd. disclosed 72 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $92.3M and a quarterly turnover rate of 27.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 27.03
- Momentum
- 100
- Sector conviction
- 0
- Diversification
- 100
- Sizing Uniformity
- 56.56
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim XLK
-86.2% -$2.9M
Trim CMTG
-0.5% -$835.6K
Trim GLD
-70.3% -$2.6M
Trim LBAY
-58.9% -$991.1K
Trim MTUM
-68.9% -$856.5K
Trim PSP
-42.6% -$415.8K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CMTG | Claros Mortgage Trust Inc | Stock-Other | 51.87% | -3.02% | -0.46% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 1.00% | -2.94% | -70.29% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.85% | -0.30% | -30.98% | |
| 4 | CMBS | Ishares Cmbs ETF | ETF-Other | 0.83% | +0.34% | +77.86% | |
| 5 | MBB | Ishares Mbs ETF | ETF-Other | 0.83% | +0.39% | +95.36% | |
| 6 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.80% | +0.20% | +32.97% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 0.78% | -3.27% | -86.18% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.77% | -1.00% | -68.87% | |
| 9 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.74% | +0.16% | +9.96% | |
| 10 | MLN | Vaneck Long Muni ETF | ETF-Other | 0.74% | +0.24% | +49.88% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.74% | +0.11% | +21.05% | |
| 12 | EMHY | Ishares J.p. Morgan Em High | ETF-Other | 0.74% | +0.22% | +40.00% | |
| 13 | VBND | Vident US Bond Strat ETF | ETF-Other | 0.73% | +0.23% | +51.00% | |
| 14 | IGHG | Proshares Ig Hedged | ETF-Other | 0.73% | +0.26% | +58.27% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.72% | +0.21% | +45.22% | |
| 16 | SPHB | Invesco S&p 500 High Beta Et | ETF-Large Cap & Growth | 0.72% | -0.23% | -42.89% | |
| 17 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.71% | +0.34% | +91.72% | |
| 18 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.71% | +0.32% | +83.63% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.71% | +0.48% | +160.13% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.71% | +0.21% | +43.91% | |
| 21 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.71% | +0.31% | +82.13% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.71% | -0.44% | -49.20% | |
| 23 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.71% | +0.28% | +66.73% | |
| 24 | IBND | State Street Spdr Bloomberg | ETF-Other | 0.70% | +0.05% | +10.40% | |
| 25 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.70% | +0.32% | +85.09% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.70% | +0.32% | +88.98% | |
| 27 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.69% | +0.20% | +41.12% | |
| 28 | MNA | Nyli Merger Arbitrage ETF | ETF-Other | 0.68% | +0.27% | +72.17% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.68% | +0.29% | +81.34% | |
| 30 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.68% | +0.26% | +56.95% | |
| 31 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.68% | +0.08% | +4.58% | |
| 32 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.68% | +0.33% | +100.37% | |
| 33 | HDG | Proshares Hedge Replicat ETF | ETF-Other | 0.68% | +0.29% | +68.28% | |
| 34 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.67% | +0.25% | +65.31% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.67% | -0.09% | -22.19% | |
| 36 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.67% | +0.15% | +10.65% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | -0.45% | -50.37% | |
| 38 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.67% | +0.30% | +86.86% | |
| 39 | PTBD | Pacer Trendpilot US Bond ETF | ETF-Other | 0.66% | +0.30% | +91.17% | |
| 40 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 0.66% | -0.05% | -11.30% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-Other | 0.66% | +0.02% | -8.10% | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.66% | -0.46% | -48.53% | |
| 43 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.66% | -0.02% | -4.38% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.66% | +0.23% | +58.84% | |
| 45 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.65% | +0.46% | +209.69% | |
| 46 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.65% | +0.06% | +0.62% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.64% | -0.32% | -37.27% | |
| 48 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.64% | +0.23% | +48.60% | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.63% | +0.17% | +28.50% | |
| 50 | LBAY | Leatherback Long/short Alt Y | ETF-Other | 0.63% | -1.15% | -58.88% |
1–50 of 72
Portfolio Performance
Performance for Q3 2026
-17.2%
Performance Last 4 Quarters
-45.8%
- Stdev
- +61.8%
- Beta
- +0.5
- Alpha
- -45.1%
- Max Drawdown
- -84.2%
- Annualized Perf
- -41.8%
- Batting Avg vs S&P
- +33.3%
- Sortino
- -0.8
- Stutzer
- -0.16
- Treynor
- -0.7
- Sterling
- -0.7
- Calmar
- -0.5
- Information Ratio
- -0.89
- Tracking Error
- +61.8%
- Stdev Down
- +44%
- Winning Months %
- +33.3%
- Losing Months %
- +63.9%
- Best 12 Months
- +2.6%
- Worst 12 Months
- -74.2%
- Efficiency Ratio
- +0.17
- Sharpe
- -0.57
- Stdev Sectors
- —
- Skewness
- +1.07
- Kurtosis
- +2.85
- Upside Potential
- +1.39
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 72 | $92.3M | 27 | ||
| 2026 Q1 | 72 | $88.7M | 31 | ||
| 2025 Q4 | 72 | $102.6M | 53 | ||
| 2025 Q3 | 1 | $68.4M | 15 | ||
| 2025 Q2 | 1 | $59.1M | 0 | ||
| 2025 Q1 | 1 | $77.6M | 0 | ||
| 2024 Q4 | 1 | $101.0M | 0 | ||
| 2024 Q3 | 1 | $205.2M | 0 | ||
| 2024 Q2 | 1 | $219.8M | 0 | ||
| 2024 Q1 | 1 | $267.4M | 0 | ||
| 2023 Q4 | 1 | $373.5M | 0 | ||
| 2023 Q3 | 1 | $303.6M | 0 | ||
| 2023 Q2 | 1 | $310.7M | 0 | ||
| 2023 Q1 | 1 | $319.2M | 0 | ||
| 2022 Q4 | 1 | $403.1M | 0 | ||
| 2022 Q3 | 1 | $321.7M | 0 | ||
| 2022 Q2 | 1 | $470.5M | 0 | ||
| 2022 Q1 | 1 | $481.5M | 0 | ||
| 2021 Q4 | 1 | $460.4M | 0 |
Holding changes this quarter
Hyundai Investments Co., Ltd.'s most significant position changes for 2026-06-30: Trim: Ss Technology Select Sector (XLK) — shares -86.18%; Trim: Claros Mortgage Trust Inc (CMTG) — shares -0.46%; Trim: Spdr Gold Shares (GLD) — shares -70.29%; Trim: Leatherback Long/short Alt Y (LBAY) — shares -58.88%; Trim: Ishares Msci USA Momentum Fa (MTUM) — shares -68.87%.
1–50 of 72
Filing History
FAQ
What is Hyundai Investments Co., Ltd. and what type of investor is it?
Hyundai Investments Co., Ltd. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $92.3M, spread across 72 disclosed positions.
What are Hyundai Investments Co., Ltd.'s largest equity positions?
Based on the latest 13F filing, Hyundai Investments Co., Ltd.'s top holdings by market value are:
1. Claros Mortgage Trust Inc (CMTG) — $47.9M (51.9%)
2. Spdr Gold Shares (GLD) — $922.9K (1.0%)
3. Vanguard Real Estate ETF (VNQ) — $788.4K (0.8%)
4. Ishares Cmbs ETF (CMBS) — $764.7K (0.8%)
5. Ishares Mbs ETF (MBB) — $763.3K (0.8%)
What changes did Hyundai Investments Co., Ltd. make in its most recent portfolio filing?
In the latest reported quarter, Hyundai Investments Co., Ltd. made 72 notable position adjustments: 0 new positions were initiated, 56 existing holdings were added to, 16 positions were partially reduced, and 0 were completely exited. The largest of these moves: Trim: Ss Technology Select Sector (XLK) — shares -86.18%; Trim: Claros Mortgage Trust Inc (CMTG) — shares -0.46%; Trim: Spdr Gold Shares (GLD) — shares -70.29%; Trim: Leatherback Long/short Alt Y (LBAY) — shares -58.88%; Trim: Ishares Msci USA Momentum Fa (MTUM) — shares -68.87%
What sectors does Hyundai Investments Co., Ltd. focus on?
Sector breakdown data is not yet available for Hyundai Investments Co., Ltd.. Check back after the next 13F processing cycle.
Investment Profile
Hyundai Investments Co., Ltd. returned an annualized -41.8% over the trailing 36 months — underperforming the S&P 500 by 45.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.50 (less volatile than the market) and a 33% quarterly batting average against the index.
Its portfolio is concentrated and moderately active.
Its turnover score has risen from 0 to 27 over the past 4 quarters — a shift toward more active trading.
It has added to its XLP position over the past two quarters (+$239.5K, now $578.8K), while trimming CMTG over the same stretch (-$14.9M, still holding $47.9M).
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Developer Access
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