Vertex Investment Solutions Co., Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), Vertex Investment Solutions Co., Ltd. reported 25 stock positions worth $86.5 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 27.3% of the portfolio, followed by iShares 1-5Y Inv Grade (IGSB, 14.0%) and SS Technology Select Sector (XLK, 6.9%). Compared with Q4 2025, it opened 7 new positions, sold out of 4, added to 6 and reduced 12. The biggest buy was Vanguard Short-Term Treasury (VGSH, shares +140%) and the biggest sale iShares JP Morgan Usd Emergi (EMB, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- CHIYODA-KU, M0
- CIK
- 0002092214
- Portfolio Value
- $86.5M (Q1 2026)
- SEC Filing
- 0000898432-26-000299 ↗ filed Apr 30, 2026
Holdings Value
Holdings 25 stocks · $86.5M
| VGSH Vanguard Short-Term Treasury | 27.30% | 403,700 | $23.6M | Add +139.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 13.95% | 229,800 | $12.1M | Reduce -5.9% |
| XLK SS Technology Select Sector | 6.86% | 46,100 | $5.9M | Add +2.9% |
| TIP iShares Tips Bond ETF | 5.90% | 46,300 | $5.1M | Reduce -51.4% |
| XLC SS Comm Select Sector SPDR | 5.79% | 46,100 | $5.0M | Add +199.3% |
| VGIT Vanguard Intermediate-Term T | 5.61% | 81,700 | $4.9M | Add +410.6% |
| BNDX Vanguard Total Intl Bond ETF | 5.32% | 95,900 | $4.6M | Reduce -26.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 5.02% | 40,100 | $4.3M | Reduce -69.7% |
| XLE SS Energy Select Sector | 4.02% | 56,400 | $3.5M | Add +417.4% |
| EMB iShares JP Morgan Usd Emergi | 2.87% | 26,700 | $2.5M | Reduce -79.8% |
| VNQ Vanguard Real Estate ETF | 2.71% | 26,836 | $2.3M | Reduce -72.3% |
| XLY SS Consumer Disc Select Sect | 1.94% | 15,800 | $1.7M | Reduce -58.4% |
| USHY iShares Broad Usd High Yield | 1.90% | 45,000 | $1.6M | New |
| XLF SS Financial Select Sector | 1.76% | 31,400 | $1.5M | Reduce -19.1% |
| XSD SS SPDR S&P Semiconductor | 1.60% | 4,400 | $1.4M | New |
| EWC iShares MSCI Canada ETF | 1.42% | 22,900 | $1.2M | New |
| XLP SS Consumer Staples Sel Sect | 1.33% | 14,100 | $1.2M | Add +31.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.26% | 13,800 | $1.1M | Reduce -26.2% |
| EDEN iShares MSCI Denmark ETF | 0.81% | 6,900 | $704K | New |
| EWH iShares MSCI Hong Kong ETF | 0.49% | 19,000 | $425K | New |
| EWP iShares MSCI Spain ETF | 0.48% | 8,000 | $418K | Reduce -61.5% |
| EWU iShares MSCI United Kingdom | 0.47% | 9,200 | $409K | Reduce -58.9% |
| EWN iShares MSCI Netherlands ETF | 0.47% | 7,300 | $404K | Reduce -60.3% |
| XLI SS Industrial Select Sector | 0.35% | 1,900 | $303K | New |
| KIE SS SPDR S&P Insurance ETF | 0.34% | 5,300 | $290K | New |
Portfolio Sells Q4 2025 → Q1 2026
| EMB iShares JP Morgan Usd Emergi | Reduce -79.8% | 2.87% | −9.81 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -69.7% | 5.02% | −9.50 |
| VNQ Vanguard Real Estate ETF | Reduce -72.3% | 2.71% | −5.86 |
| TIP iShares Tips Bond ETF | Reduce -51.4% | 5.90% | −4.49 |
| XLY SS Consumer Disc Select Sect | Reduce -58.4% | 1.94% | −2.61 |
| EWS iShares MSCI Singapore ETF | Sold out | 0.00% | −0.98 |
| EWA iShares MSCI Australia ETF | Sold out | 0.00% | −0.97 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -26.6% | 5.32% | −0.95 |
| EWP iShares MSCI Spain ETF | Reduce -61.5% | 0.48% | −0.63 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.59 |
| EWN iShares MSCI Netherlands ETF | Reduce -60.3% | 0.47% | −0.57 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.53 |
| EWU iShares MSCI United Kingdom | Reduce -58.9% | 0.47% | −0.51 |
| XLF SS Financial Select Sector | Reduce -19.1% | 1.76% | −0.36 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -26.2% | 1.26% | −0.24 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -5.9% | 13.95% | +1.13 |
Portfolio Buys Q4 2025 → Q1 2026
| VGSH Vanguard Short-Term Treasury | Add +139.6% | 27.30% | +17.49 |
| VGIT Vanguard Intermediate-Term T | Add +410.6% | 5.61% | +4.66 |
| XLC SS Comm Select Sector SPDR | Add +199.3% | 5.79% | +3.99 |
| XLE SS Energy Select Sector | Add +417.4% | 4.02% | +3.54 |
| USHY iShares Broad Usd High Yield | New | 1.90% | +1.90 |
| XSD SS SPDR S&P Semiconductor | New | 1.60% | +1.60 |
| EWC iShares MSCI Canada ETF | New | 1.42% | +1.42 |
| EDEN iShares MSCI Denmark ETF | New | 0.81% | +0.81 |
| XLP SS Consumer Staples Sel Sect | Add +31.8% | 1.33% | +0.50 |
| EWH iShares MSCI Hong Kong ETF | New | 0.49% | +0.49 |
| XLK SS Technology Select Sector | Add +2.9% | 6.86% | +0.38 |
| XLI SS Industrial Select Sector | New | 0.35% | +0.35 |
| KIE SS SPDR S&P Insurance ETF | New | 0.34% | +0.34 |