StockDriftsStockDriftsTop 25 Vertex Investment Solutions CO LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 17.55% | 417.7K | $24.0M | +1.83%(+7.50K) | $58.68(-1.77%) | 2026-09-30 | |
| TIP | ISHARES TR | 13.57% | 178.8K | $18.6M | -14.29%(-29.80K) | $110.04(-4.34%) | 2026-09-30 | |
| IGSB | ISHARES TR | 8.91% | 238.2K | $12.2M | -1.04%(-2.50K) | $52.93(-3.07%) | 2026-09-30 | |
| EMB | ISHARES TR | 7.55% | 113.3K | $10.3M | -7.59%(-9.30K) | $94.98(-4.10%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 7.48% | 52.6K | $10.2M | +123.83%(+29.10K) | $170.44(+9.11%) | 2026-09-30 | |
| VNQ | VANGUARD INDEX FDS | 7.25% | 109.7K | $9.9M | +19.62%(+18.00K) | $91.60(-0.97%) | 2026-09-30 | |
| LQD | ISHARES TR | 7.12% | 95.3K | $9.8M | -33.77%(-48.60K) | $109.29(-5.86%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.65% | 88.3K | $5.0M | +1.73%(+1.50K) | $59.72(-4.56%) | 2026-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.39% | 99.2K | $4.6M | -3.12%(-3.20K) | $48.84(-3.71%) | 2026-09-30 | |
| XLY | SELECT SECTOR SPDR TR | 3.3% | 41.5K | $4.5M | -39.50%(-27.10K) | $113.35(+0.98%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -1.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +3.88% |
Vertex Investment Solutions CO LTD reports $137.00M in US-listed equity holdings across 25 positions in its most recent 13F filing. Its largest disclosed positions are VGSH (17.6%), TIP (13.6%) and IGSB (8.9%). The top 20 holdings account for 96.08% of reported assets. Its disclosed equity book has returned -1.00% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vertex Investment Solutions CO LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2092214). View Vertex Investment Solutions CO LTD’s 13F filings on SEC