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CIK: 0002092214
Total reported value
$137.0M
$137.0M
26 檔
63.6%
During the Q2 2026 filing period, Vertex Investment Solutions Co., Ltd. (CIK: 0002092214) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $137.0M across 26 reported positions.
In Q2 2026, Vertex Investment Solutions Co., Ltd. displayed an active expansion posture, initiating 4 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 16.11% | +1.44% | +1.61% | |
| 2 | TIP | Ishares Tips Bond ETF | ETF-Other | 15.47% | -1.90% | +350.54% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 10.65% | -3.53% | +258.85% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 8.51% | +0.40% | +4.74% | |
| 5 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 8.01% | -0.46% | +359.18% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.07% | +1.17% | +241.84% | |
| 7 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 5.42% | -2.12% | +334.18% | |
| 8 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 4.23% | -1.00% | — | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.47% | +0.18% | +6.24% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.35% | +0.04% | +6.78% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.96% | +4.52% | -49.02% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-Other | 2.14% | -0.47% | +810.53% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 1.84% | -0.06% | +62.10% | |
| 14 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.28% | +0.15% | +13.56% | |
| 15 | EWN | Ishares Msci Netherlands ETF | ETF-Other | 1.19% | +0.15% | +246.58% | |
| 16 | EWQ | Ishares Msci France ETF | ETF-Other | 1.17% | +0.11% | — | |
| 17 | EWC | Ishares Msci Canada ETF | ETF-Other | 1.15% | -1.15% | EXIT | |
| 18 | EWU | Ishares Msci United Kingdom | ETF-Other | 1.15% | -1.15% | EXIT | |
| 19 | EWA | Ishares Msci Australia ETF | ETF-Other | 1.14% | -1.14% | EXIT | |
| 20 | EWH | Ishares Msci Hong Kong ETF | ETF-Other | 1.10% | +0.18% | +307.37% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.83% | +0.04% | +3.55% | |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.73% | +0.08% | -1.45% | |
| 23 | XSD | Ss Spdr S&p Semiconductor | ETF-Other | 0.70% | +1.00% | -61.36% | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 0.63% | +0.12% | -69.15% | |
| 25 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 0.50% | -0.50% | EXIT | |
| 26 | XSW | Ss Spdr S&p Soft & Serv ETF | ETF-Other | 0.21% | -0.21% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TIP | Ishares Tips Bond ETF | +9.6% | +350.54% | Add |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +5.6% | +258.85% | Add |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | +5.1% | +359.18% | Add |
| 4 | FCOM | Fidelity Msci Comm Serv Indx | +4.2% | NEW | New buy |
| 5 | XLY | Ss Consumer Disc Select Sect | +3.5% | +334.18% | Add |
| 6 | VNQ | Vanguard Real Estate ETF | +3.4% | +241.84% | Add |
| 7 | XLI | Ss Industrial Select Sector | +1.8% | +810.53% | Add |
| 8 | EWQ | Ishares Msci France ETF | +1.2% | NEW | New buy |
| 9 | EWA | Ishares Msci Australia ETF | +1.1% | NEW | New buy |
| 10 | EWN | Ishares Msci Netherlands ETF | +0.7% | +246.58% | Add |
| 11 | EWU | Ishares Msci United Kingdom | +0.7% | +301.09% | Add |
| 12 | EWH | Ishares Msci Hong Kong ETF | +0.6% | +307.37% | Add |
| 13 | XSW | Ss Spdr S&p Soft & Serv ETF | +0.2% | NEW | New buy |
| 14 | KIE | Ss Spdr S&p Insurance ETF | +0.2% | +126.42% | Add |
| 15 | XLF | Ss Financial Select Sector | +0.1% | +62.10% | Add |
| 16 | EWC | Ishares Msci Canada ETF | -0.3% | +29.69% | Add |
| 17 | EWP | Ishares Msci Spain ETF | -0.5% | EXIT | Sold out |
| 18 | XLP | Ss Consumer Staples Sel Sect | -0.5% | +3.55% | Add |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.5% | -1.45% | Trim |
| 20 | USHY | Ishares Broad Usd High Yield | -0.6% | +13.56% | Add |
| 21 | EDEN | Ishares Msci Denmark ETF | -0.8% | EXIT | Sold out |
| 22 | XSD | Ss Spdr S&p Semiconductor | -0.9% | -61.36% | Trim |
| 23 | BNDX | Vanguard Total Intl Bond ETF | -2% | +6.78% | Add |
| 24 | VGIT | Vanguard Intermediate-term T | -2.1% | +6.24% | Add |
| 25 | XLE | Ss Energy Select Sector | -3.4% | -69.15% | Trim |
| 26 | XLK | Ss Technology Select Sector | -3.9% | -49.02% | Trim |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | -5.4% | +4.74% | Add |
| 28 | XLC | Ss Comm Select Sector Spdr | -5.8% | EXIT | Sold out |
| 29 | VGSH | Vanguard Short-term Treasury | -11.2% | +1.61% | Add |
According to official SEC Form 13F filings, Vertex Investment Solutions Co., Ltd. reported a total U.S. public equity portfolio value of $137.0M across 26 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VGSH, TIP, LQD) accounted for 63.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
FCOM
市值: $6.3M
Top Position Liquidated / Trimmed
XLC
前期市值: $5.0M
During Q2 2026, Vertex Investment Solutions Co., Ltd.'s top holdings by market value included VGSH (16.1%)、TIP (15.5%)、LQD (10.7%). The largest single position, VGSH, represented 16.1% of total portfolio value.
In Q2 2026, Vertex Investment Solutions Co., Ltd. made 29 total portfolio adjustments, initiating 4 new buys, adding to 18 positions, trimming 4 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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