Data as of Q4 2025 (Dec 31, 2025)

Vertex Investment Solutions Co., Ltd.

โ€ขCIK: 2092214โ€ขFiling: Q4 2025

**Vertex Investment Solutions Co., Ltd.** manages $101M across 22 distinct positions, exhibiting a pronounced focus on fixed income and credit exposure. Top holdings reveal significant allocations to investment-grade and high-yield debt, notably LQD ($14.6M), IGSB ($12.9M), and EMB ($12.8M). The portfolio maintains diversified credit risk management, with substantial weightings also observed in Treasury Inflation-Protected Securities (TIP) at $10.5M. This structure suggests a tactical, credit-aware mandate prioritizing relative value within the fixed income spectrum.

Total AUM
$100.9M
QoQ Performance
N/A
Positions
6
Top 10 Concentration
88.2%
Latest Filing
Q4 2025

Top Holdings Allocation

LQD
IGSB
EMB
TIP
VGSH
VNQ
XLK
BNDX
LQD14.5%
IGSB12.8%
EMB12.7%
TIP10.4%
VGSH9.8%
VNQ8.6%
XLK6.5%
BNDX6.3%

๐Ÿ“ˆ Biggest Buys

LQD
ISHARES TR
NEW
14.5% of portfolio
IGSB
ISHARES TR
NEW
12.8% of portfolio
EMB
ISHARES TR
NEW
12.7% of portfolio
TIP
ISHARES TR
NEW
10.4% of portfolio
VGSH
VANGUARD SCOTTSDALE FDS
NEW
9.8% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other100.0%