Vertex Investment Solutions Co., Ltd. - Portfolio overview

Vertex Investment Solutions Co., Ltd. has 25 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

  1. VGSH - VANGUARD SCOTTSDALE FDS, 27.30%
  2. IGSB - ISHARES TR, 13.95%
  3. XLK - SELECT SECTOR SPDR TR, 6.86%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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