Vertex Investment Solutions Co., Ltd. Diversified Active

Location: Chiyoda-Ku, Japan

CIK: 0002092214 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 15, 2026

Total Value: $148M (100.0% shares, 0.0% debt)

Holdings (26)

New Positions (4)

Increased Positions (18)

TIP ISHARES TR 15.5%
Value $22.93M (+348.7%) Shares 208,600 (+350.5%) Est. Cost $109.96 Unrealized
LQD ISHARES TR 10.7%
Value $15.79M (+263.5%) Shares 143,900 (+258.9%) Est. Cost $110.00 Unrealized
EMB ISHARES TR 8.0%
Value $11.87M (+377.5%) Shares 122,600 (+359.2%) Est. Cost $96.77 Unrealized
VNQ VANGUARD INDEX FDS 6.1%
Value $9.004M (+284.2%) Shares 91,736 (+241.8%) Est. Cost $95.48 Unrealized
XLY SELECT SECTOR SPDR TR 5.4%
Value $8.038M (+377.7%) Shares 68,600 (+334.2%) Est. Cost $118.01 Unrealized
XLI SELECT SECTOR SPDR TR 2.1%
Value $3.177M (+949.6%) Shares 17,300 (+810.5%) Est. Cost $180.96 Unrealized
EWN ISHARES INC 1.2%
Value $1.757M (+335.1%) Shares 25,300 (+246.6%) Est. Cost $65.86 Unrealized
EWU ISHARES TR 1.1%
Value $1.703M (+316.5%) Shares 36,900 (+301.1%) Est. Cost $45.62 Unrealized
XLF SELECT SECTOR SPDR TR 1.8%
Value $2.733M (+79.1%) Shares 50,900 (+62.1%) Est. Cost $54.70 Unrealized
EWH ISHARES INC 1.1%
Value $1.627M (+282.7%) Shares 77,400 (+307.4%) Est. Cost $21.36 Unrealized
IGSB ISHARES TR 8.5%
Value $12.62M (+4.5%) Shares 240,700 (+4.7%) Est. Cost $52.91 Unrealized
EWC ISHARES INC 1.2%
Value $1.709M (+38.8%) Shares 29,700 (+29.7%) Est. Cost $54.63 Unrealized
KIE SPDR SERIES TRUST 0.5%
Value $734K (+153.3%) Shares 12,000 (+126.4%) Est. Cost $58.32 Unrealized
BNDX VANGUARD CHARLOTTE FDS 3.3%
Value $4.961M (+7.8%) Shares 102,400 (+6.8%) Est. Cost $48.37 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 3.5%
Value $5.136M (+5.8%) Shares 86,800 (+6.2%) Est. Cost $59.53 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 16.1%
Value $23.88M (+1.1%) Shares 410,200 (+1.6%) Est. Cost $58.60 Unrealized
USHY ISHARES TR 1.3%
Value $1.892M (+15.3%) Shares 51,100 (+13.6%) Est. Cost $36.55 Unrealized
XLP SELECT SECTOR SPDR TR 0.8%
Value $1.226M (+6.2%) Shares 14,600 (+3.5%) Est. Cost $79.32 Unrealized

Exited Positions (3)

Decreased Positions (4)