Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vertex Investment Solutions Co., Ltd. (CIK 2092214) reported $148.2M across 26 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VGSH ($23.9M, 16.11%), TIP ($22.9M, 15.47%), LQD ($15.8M, 10.65%), IGSB ($12.6M, 8.51%), EMB ($11.9M, 8.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | $23.9M | 16.11% | 410,200 | Added |
| 2 | TIP | ISHARES TR | $22.9M | 15.47% | 208,600 | Added |
| 3 | LQD | ISHARES TR | $15.8M | 10.65% | 143,900 | Added |
| 4 | IGSB | ISHARES TR | $12.6M | 8.51% | 240,700 | Added |
| 5 | EMB | ISHARES TR | $11.9M | 8.01% | 122,600 | Added |
| 6 | VNQ | VANGUARD INDEX FDS | $9.0M | 6.07% | 91,736 | Added |
| 7 | XLY | SELECT SECTOR SPDR TR | $8.0M | 5.42% | 68,600 | Added |
| 8 | FCOM | FIDELITY COVINGTON TRUST | $6.3M | 4.23% | 89,900 | New |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | $5.1M | 3.47% | 86,800 | Added |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | $5.0M | 3.35% | 102,400 | Added |
| 11 | XLK | SELECT SECTOR SPDR TR | $4.4M | 2.96% | 23,500 | Trimmed |
| 12 | XLI | SELECT SECTOR SPDR TR | $3.2M | 2.14% | 17,300 | Added |
| 13 | XLF | SELECT SECTOR SPDR TR | $2.7M | 1.84% | 50,900 | Added |
| 14 | USHY | ISHARES TR | $1.9M | 1.28% | 51,100 | Added |
| 15 | EWN | ISHARES INC | $1.8M | 1.19% | 25,300 | Added |
| 16 | EWQ | ISHARES INC | $1.7M | 1.17% | 38,200 | New |
| 17 | EWU | ISHARES TR | $1.7M | 1.15% | 36,900 | Added |
| 18 | EWC | ISHARES INC | $1.7M | 1.15% | 29,700 | Added |
| 19 | EWA | ISHARES INC | $1.7M | 1.14% | 60,000 | New |
| 20 | EWH | ISHARES INC | $1.6M | 1.10% | 77,400 | Added |
| 21 | XLP | SELECT SECTOR SPDR TR | $1.2M | 0.83% | 14,600 | Added |
| 22 | HYG | ISHARES TR | $1.1M | 0.73% | 13,600 | Trimmed |
| 23 | XSD | SPDR SERIES TRUST | $1.0M | 0.70% | 1,700 | Trimmed |
| 24 | XLE | SELECT SECTOR SPDR TR | $929,989 | 0.63% | 17,400 | Trimmed |
| 25 | KIE | SPDR SERIES TRUST | $734,200 | 0.50% | 12,000 | Added |
Source: SEC Form 13F filings · as of 2026-06-30