Vertex Investment Solutions Co., Ltd. Top Holdings and 13F Report (2026) About Vertex Investment Solutions Co., Ltd.Investment ActivityVertex Investment Solutions Co., Ltd. has $86.53 million in total holdings as of March 31, 2026.Vertex Investment Solutions Co., Ltd. owns shares of 25 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 34.95% of the portfolio was purchased this quarter.About 48.38% of the portfolio was sold this quarter.This quarter, Vertex Investment Solutions Co., Ltd. has purchased 22 new stocks and bought additional shares in 6 stocks.Vertex Investment Solutions Co., Ltd. sold shares of 12 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury ETF $23,623,558iShares 1-5 Year Investment Grade Corporate Bond ETF $12,071,652Technology Select Sector SPDR Fund $5,936,070iShares TIPS Bond ETF $5,109,205Communication Services Select Sector SPDR Fund $5,013,206 Largest New Holdings this Quarter 46435U853 - iShares Broad USD High Yield Corporate Bond ETF $1,641,600 Holding78464A862 - SPDR S&P Semiconductor ETF $1,386,760 Holding464286509 - iShares MSCI Canada ETF $1,231,401 Holding46429B523 - iShares MSCI Denmark ETF $704,239 Holding464286871 - iShares MSCI Hong Kong ETF $425,220 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury ETF 235,200 shares (about $13.76M)Vanguard Intermediate-Term Treasury ETF 65,700 shares (about $3.90M)Communication Services Select Sector SPDR Fund 30,700 shares (about $3.34M)Energy Select Sector SPDR Fund 45,500 shares (about $2.81M)iShares Broad USD High Yield Corporate Bond ETF 45,000 shares (about $1.64M) Largest Sales this Quarter iShares iBoxx $ Investment Grade Corporate Bond ETF 92,100 shares (about $9.98M)iShares J.P. Morgan USD Emerging Markets Bond ETF 105,700 shares (about $9.84M)Vanguard Real Estate ETF 70,200 shares (about $6.13M)iShares TIPS Bond ETF 48,900 shares (about $5.40M)Consumer Discretionary Select Sector SPDR Fund 22,200 shares (about $2.36M) 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$23,623,558$13,763,341 ▲139.6%403,70027.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$12,071,652$761,701 ▼-5.9%229,80014.0%ManufacturingXLKTechnology Select Sector SPDR Fund$5,936,070$167,395 ▲2.9%46,1006.9%ETFTIPiShares TIPS Bond ETF$5,109,205$5,396,115 ▼-51.4%46,3005.9%ETFXLCCommunication Services Select Sector SPDR Fund$5,013,206$3,338,512 ▲199.4%46,1005.8%ETFVGITVanguard Intermediate-Term Treasury ETF$4,855,431$3,904,551 ▲410.6%81,7005.6%ETFBNDXVanguard Total International Bond ETF$4,602,613$1,670,187 ▼-26.6%95,9005.3%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$4,343,231$9,975,351 ▼-69.7%40,1005.0%FinanceXLEEnergy Select Sector SPDR Fund$3,482,644$2,809,580 ▲417.4%56,4004.0%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,486,037$9,841,727 ▼-79.8%26,7002.9%ETFVNQVanguard Real Estate ETF$2,343,588$6,130,566 ▼-72.3%26,8362.7%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,682,708$2,364,311 ▼-58.4%15,8001.9%FinanceUSHYiShares Broad USD High Yield Corporate Bond ETF$1,641,600$1,641,600 ▲New Holding45,0001.9%ETFXLFFinancial Select Sector SPDR Fund$1,526,079$359,649 ▼-19.1%31,4001.8%ETFXSDSPDR S&P Semiconductor ETF$1,386,760$1,386,760 ▲New Holding4,4001.6%ETFEWCiShares MSCI Canada ETF$1,231,401$1,231,401 ▲New Holding22,9001.4%ETFXLPConsumer Staples Select Sector SPDR Fund$1,154,928$278,493 ▲31.8%14,1001.3%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,087,578$386,169 ▼-26.2%13,8001.3%ETFEDENiShares MSCI Denmark ETF$704,239$704,239 ▲New Holding6,9000.8%ETFEWHiShares MSCI Hong Kong ETF$425,220$425,220 ▲New Holding19,0000.5%FinanceEWPiShares MSCI Spain ETF$417,760$668,416 ▼-61.5%8,0000.5%ETFEWUiShares MSCI United Kingdom ETF$408,848$586,608 ▼-58.9%9,2000.5%ETFEWNiShares MSCI Netherlands ETF$403,909$614,163 ▼-60.3%7,3000.5%ETFXLIIndustrial Select Sector SPDR Fund$302,679$302,679 ▲New Holding1,9000.3%ETFKIESPDR S&P Insurance ETF$289,907$289,907 ▲New Holding5,3000.3%ETFEWSiShares MSCI Singapore ETF$0$991,660 ▼-100.0%00.0%ETFEWAiShares MSCI Australia ETF$0$979,760 ▼-100.0%00.0%FinanceEWJiShares MSCI Japan ETF$0$600,066 ▼-100.0%00.0%ETFMBBiShares MBS ETF$0$534,520 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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