Vertex Investment Solutions Co., Ltd. Top Holdings and 13F Report (2026) About Vertex Investment Solutions Co., Ltd.Investment ActivityVertex Investment Solutions Co., Ltd. has $148.21 million in total holdings as of June 30, 2026.Vertex Investment Solutions Co., Ltd. owns shares of 26 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 48.12% of the portfolio was purchased this quarter.About 9.51% of the portfolio was sold this quarter.This quarter, Vertex Investment Solutions Co., Ltd. has purchased 25 new stocks and bought additional shares in 18 stocks.Vertex Investment Solutions Co., Ltd. sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury ETF $23,883,005iShares TIPS Bond ETF $22,925,140iShares iBoxx $ Investment Grade Corporate Bond ETF $15,785,830iShares 1-5 Year Investment Grade Corporate Bond ETF $12,618,748iShares J.P. Morgan USD Emerging Markets Bond ETF $11,870,132 Largest New Holdings this Quarter 316092873 - Fidelity MSCI Communication Services Index ETF $6,267,570 Holding464286707 - iShares MSCI France ETF $1,728,562 Holding464286103 - iShares MSCI Australia ETF $1,687,500 Holding78464A599 - SPDR S&P Software & Services ETF $308,152 Holding Largest Purchases this Quarter iShares TIPS Bond ETF 162,300 shares (about $17.84M)iShares iBoxx $ Investment Grade Corporate Bond ETF 103,800 shares (about $11.39M)iShares J.P. Morgan USD Emerging Markets Bond ETF 95,900 shares (about $9.29M)Vanguard Real Estate ETF 64,900 shares (about $6.37M)Fidelity MSCI Communication Services Index ETF 89,900 shares (about $6.27M) Largest Sales this Quarter Technology Select Sector SPDR Fund 22,600 shares (about $4.22M)Energy Select Sector SPDR Fund 39,000 shares (about $2.08M)SPDR S&P Semiconductor ETF 2,700 shares (about $1.64M)iShares iBoxx $ High Yield Corporate Bond ETF 200 shares (about $16.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVertex Investment Solutions Co., Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGSHVanguard Short-Term Treasury ETF$23,883,005$378,448 â–²1.6%410,20016.1%ETFTIPiShares TIPS Bond ETF$22,925,140$17,836,770 â–²350.5%208,60015.5%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$15,785,830$11,386,860 â–²258.9%143,90010.7%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$12,618,748$571,435 â–²4.7%240,7008.5%ManufacturingEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$11,870,132$9,285,038 â–²359.2%122,6008.0%ETFVNQVanguard Real Estate ETF$9,003,888$6,369,935 â–²241.8%91,7366.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$8,037,584$6,186,362 â–²334.2%68,6005.4%FinanceFCOMFidelity MSCI Communication Services Index ETF$6,267,570$6,267,570 â–²New Holding89,9004.2%ETFVGITVanguard Intermediate-Term Treasury ETF$5,135,956$301,767 â–²6.2%86,8003.5%ETFBNDXVanguard Total International Bond ETF$4,961,095$314,913 â–²6.8%102,4003.3%ETFXLKTechnology Select Sector SPDR Fund$4,387,795$4,219,752 â–¼-49.0%23,5003.0%ETFXLIIndustrial Select Sector SPDR Fund$3,176,815$2,827,916 â–²810.5%17,3002.1%ETFXLFFinancial Select Sector SPDR Fund$2,732,951$1,047,005 â–²62.1%50,9001.8%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$1,892,233$225,883 â–²13.6%51,1001.3%ETFEWNiShares MSCI Netherlands ETF$1,757,300$1,250,253 â–²246.6%25,3001.2%ETFEWQiShares MSCI France ETF$1,728,562$1,728,562 â–²New Holding38,2001.2%ETFEWCiShares MSCI Canada ETF$1,708,743$391,227 â–²29.7%29,7001.2%ETFEWUiShares MSCI United Kingdom ETF$1,702,824$1,278,272 â–²301.1%36,9001.1%ETFEWAiShares MSCI Australia ETF$1,687,500$1,687,500 â–²New Holding60,0001.1%FinanceEWHiShares MSCI Hong Kong ETF$1,627,368$1,227,885 â–²307.4%77,4001.1%FinanceXLPConsumer Staples Select Sector SPDR Fund$1,226,342$41,998 â–²3.5%14,6000.8%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,088,136$16,002 â–¼-1.4%13,6000.7%ETFXSDSPDR S&P Semiconductor ETF$1,035,442$1,644,526 â–¼-61.4%1,7000.7%ETFXLEEnergy Select Sector SPDR Fund$929,989$2,084,458 â–¼-69.1%17,4000.6%ETFKIESPDR S&P Insurance ETF$734,200$409,928 â–²126.4%12,0000.5%ETFXSWSPDR S&P Software & Services ETF$308,152$308,152 â–²New Holding1,8000.2%ETFXLCCommunication Services Select Sector SPDR Fund$0$5,013,206 â–¼-100.0%00.0%ETFEDENiShares MSCI Denmark ETF$0$704,239 â–¼-100.0%00.0%ETFEWPiShares MSCI Spain ETF$0$417,760 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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