Vertex Investment Solutions Co., Ltd.
Long book
$86.5M
Q1 2026
Positions
25
Top-10 weight
83%
concentration
Last quarter
+4.6%
SPY +14.8%
Turnover
38%
of book per quarter
Strategy in plain words
auto-generated from filingsVertex Investment Solutions Co., Ltd. is a wealth-management firm allocating client money, running a $86.5M US long book across 25 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: VANGUARD SHORT-TERM TREASURY, ISHARES 1-5Y INV GRADE CORP, SS TECHNOLOGY SELECT SECTOR, ISHARES TIPS BOND ETF, SS COMM SELECT SECTOR SPDR.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-0.9%
Q1 2026
+4.6%
Sector allocation
No sector data
Long book by quarter
What does Vertex Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|