Vertex Investment Solutions
CHIYODA-KU, M0files as Vertex Investment Solutions Co., Ltd.
$148m in 26 US stocks at the end of 30 June 2026. The top 10 are 81.3% of the money. It changed about 38.0% of the portfolio this quarter.
Value
$148m
Stocks
26
Top 10 share
81.3%
Turnover
38.0%
What changed this quarter
New
Bought for the first time this quarter.
- Fidelity Covington TrustFCOM4.2% of the fund
- IsharesEWQ1.2% of the fund
- IsharesEWA1.1% of the fund
- Spdr Series TrustXSW0.2% of the fund
Added
Bought more of a stock they already held.
- Ishares TRTIP15.5% of the fund+351%
- Ishares TRLQD10.7% of the fund+259%
- Ishares TRIGSB8.5% of the fund+5%
- Ishares TREMB8.0% of the fund+359%
- Vanguard Index FDSVNQ6.1% of the fund+242%
- Select Sector Spdr TRXLY5.4% of the fund+334%
- Vanguard Scottsdale FDSVGIT3.5% of the fund+6%
- Vanguard Charlotte FDSBNDX3.3% of the fund+7%
- Select Sector Spdr TRXLI2.1% of the fund+811%
- Select Sector Spdr TRXLF1.8% of the fund+62%
- Ishares TRUSHY1.3% of the fund+14%
- IsharesEWN1.2% of the fund+247%
- IsharesEWC1.2% of the fund+30%
- Ishares TREWU1.1% of the fund+301%
- IsharesEWH1.1% of the fund+307%
- Select Sector Spdr TRXLP0.8% of the fund+4%
- Spdr Series TrustKIE0.5% of the fund+126%
Cut
Sold some of their stake.
- Select Sector Spdr TRXLK3.0% of the fund-49%
- Spdr Series TrustXSD0.7% of the fund-61%
- Select Sector Spdr TRXLE0.6% of the fund-69%
Sold out
Sold their entire stake.
- Select Sector Spdr TRXLC-100%
- Ishares TREDEN-100%
- IsharesEWP-100%
Holdings
- Vanguard Scottsdale FDSVGSH
- Share
- 16.1%
- Value
- $24m
- Shares
- 410,200
Held
- Ishares TRTIP
- Share
- 15.5%
- Value
- $23m
- Shares
- 208,600
+351%
- Ishares TRLQD
- Share
- 10.7%
- Value
- $16m
- Shares
- 143,900
+259%
- Ishares TRIGSB
- Share
- 8.5%
- Value
- $13m
- Shares
- 240,700
+5%
- Ishares TREMB
- Share
- 8.0%
- Value
- $12m
- Shares
- 122,600
+359%
- Vanguard Index FDSVNQ
- Share
- 6.1%
- Value
- $9m
- Shares
- 91,736
+242%
- Select Sector Spdr TRXLY
- Share
- 5.4%
- Value
- $8m
- Shares
- 68,600
+334%
- Fidelity Covington TrustFCOM
- Share
- 4.2%
- Value
- $6m
- Shares
- 89,900
New
- Vanguard Scottsdale FDSVGIT
- Share
- 3.5%
- Value
- $5m
- Shares
- 86,800
+6%
- Vanguard Charlotte FDSBNDX
- Share
- 3.3%
- Value
- $5m
- Shares
- 102,400
+7%
- Select Sector Spdr TRXLK
- Share
- 3.0%
- Value
- $4m
- Shares
- 23,500
-49%
- Select Sector Spdr TRXLI
- Share
- 2.1%
- Value
- $3m
- Shares
- 17,300
+811%
- Select Sector Spdr TRXLF
- Share
- 1.8%
- Value
- $3m
- Shares
- 50,900
+62%
- Ishares TRUSHY
- Share
- 1.3%
- Value
- $2m
- Shares
- 51,100
+14%
- IsharesEWN
- Share
- 1.2%
- Value
- $2m
- Shares
- 25,300
+247%
- IsharesEWQ
- Share
- 1.2%
- Value
- $2m
- Shares
- 38,200
New
- IsharesEWC
- Share
- 1.2%
- Value
- $2m
- Shares
- 29,700
+30%
- Ishares TREWU
- Share
- 1.1%
- Value
- $2m
- Shares
- 36,900
+301%
- IsharesEWA
- Share
- 1.1%
- Value
- $2m
- Shares
- 60,000
New
- IsharesEWH
- Share
- 1.1%
- Value
- $2m
- Shares
- 77,400
+307%
- Select Sector Spdr TRXLP
- Share
- 0.8%
- Value
- $1m
- Shares
- 14,600
+4%
- Ishares TRHYG
- Share
- 0.7%
- Value
- $1m
- Shares
- 13,600
Held
- Spdr Series TrustXSD
- Share
- 0.7%
- Value
- $1m
- Shares
- 1,700
-61%
- Select Sector Spdr TRXLE
- Share
- 0.6%
- Value
- $929,989
- Shares
- 17,400
-69%
- Spdr Series TrustKIE
- Share
- 0.5%
- Value
- $734,200
- Shares
- 12,000
+126%
- Spdr Series TrustXSW
- Share
- 0.2%
- Value
- $308,152
- Shares
- 1,800
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Scottsdale FDSVGSH | 16.1% | $24m | 410,200 | Held |
| Ishares TRTIP | 15.5% | $23m | 208,600 | +351% |
| Ishares TRLQD | 10.7% | $16m | 143,900 | +259% |
| Ishares TRIGSB | 8.5% | $13m | 240,700 | +5% |
| Ishares TREMB | 8.0% | $12m | 122,600 | +359% |
| Vanguard Index FDSVNQ | 6.1% | $9m | 91,736 | +242% |
| Select Sector Spdr TRXLY | 5.4% | $8m | 68,600 | +334% |
| Fidelity Covington TrustFCOM | 4.2% | $6m | 89,900 | New |
| Vanguard Scottsdale FDSVGIT | 3.5% | $5m | 86,800 | +6% |
| Vanguard Charlotte FDSBNDX | 3.3% | $5m | 102,400 | +7% |
| Select Sector Spdr TRXLK | 3.0% | $4m | 23,500 | -49% |
| Select Sector Spdr TRXLI | 2.1% | $3m | 17,300 | +811% |
| Select Sector Spdr TRXLF | 1.8% | $3m | 50,900 | +62% |
| Ishares TRUSHY | 1.3% | $2m | 51,100 | +14% |
| IsharesEWN | 1.2% | $2m | 25,300 | +247% |
| IsharesEWQ | 1.2% | $2m | 38,200 | New |
| IsharesEWC | 1.2% | $2m | 29,700 | +30% |
| Ishares TREWU | 1.1% | $2m | 36,900 | +301% |
| IsharesEWA | 1.1% | $2m | 60,000 | New |
| IsharesEWH | 1.1% | $2m | 77,400 | +307% |
| Select Sector Spdr TRXLP | 0.8% | $1m | 14,600 | +4% |
| Ishares TRHYG | 0.7% | $1m | 13,600 | Held |
| Spdr Series TrustXSD | 0.7% | $1m | 1,700 | -61% |
| Select Sector Spdr TRXLE | 0.6% | $929,989 | 17,400 | -69% |
| Spdr Series TrustKIE | 0.5% | $734,200 | 12,000 | +126% |
| Spdr Series TrustXSW | 0.2% | $308,152 | 1,800 | New |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 47.0% since 31 December 2025.
Where the money is
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.