Vertex Investment Solutions Co., Ltd.
โขCIK: 2092214โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%