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Hyundai Investments Co., Ltd. — 13F Holdings & Portfolio

CIK 1892772 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Hyundai Investments Co., Ltd. manages $92.3M in 13F-reported U.S. long-equity assets across 72 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CMTG (51.87%), GLD (1.00%), VNQ (0.85%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 56 existing positions rose in reported value and 12 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$92.3M

Long-equity book

Holdings
72

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+0 / −0 / ↑56 / ↓12

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
CMTG51.9% · -0%GLD1.0% · -70%VNQ0.9% · -31%CMBS0.8% · +78%MBB0.8% · +95%VNQI0.8% · +33%XLK0.8% · -86%MTUM0.8% · -69%CWB0.7% · +10%MLN0.7% · +50%LQD0.7% · +21%EMHY0.7% · +40%VBND0.7% · +51%IGHG0.7% · +58%TLT0.7% · +45%SPHB0.7% · -43%FALN0.7% · +92%IFLN0.7% · +84%EEM0.7% · +160%VTEB0.7% · +44%JNK0.7% · +82%IJT0.7% · -49%ITM0.7% · +67%IBND0.7% · +10%HYD0.7% · +85%VCSH0.7% · +89%VWOB0.7% · +41%MNA0.7% · +72%XLU0.7% · +81%VYMI0.7% · +57%PTLC0.7% · +5%DBMF0.7% · +100%HDG0.7% · +68%SMMU0.7% · +65%IJS0.7% · -22%SPHQ0.7% · +11%IVW0.7% · -50%IEF0.7% · +87%PTBD0.7% · +91%SWAN0.7% · -11%XLI0.7% · -8%IJK0.7% · -48%FTLS0.7% · -4%BSV0.7% · +59%EWX0.7% · +210%IJJ0.6% · +1%XLY0.6% · -37%QYLD0.6% · +49%XLF0.6% · +28%LBAY0.6% · -59%DWX0.6% · +126%PKW0.6% · +18%VTIP0.6% · +155%XLP0.6% · +29%XYLD0.6% · +77%TIPX0.6% · newXLV0.6% · +74%WIP0.6% · +67%IQLT0.6% · +157%EFG0.6% · +159%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 59.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 56 →

Top Trims

Show all 12 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →

Hyundai Investments Co., Ltd. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CLAROS MTG TR INC CMTG 18270D106 $47.9M 51.87% 20,373,331 SH
2 SPDR GOLD TR GLD 78463V107 $922.9K 1.00% 2,504 SH
3 VANGUARD INDEX FDS VNQ 922908553 $788.4K 0.85% 8,033 SH
4 ISHARES TR CMBS 46429B366 $764.7K 0.83% 15,694 SH
5 ISHARES TR MBB 464288588 $763.3K 0.83% 8,037 SH
6 VANGUARD INTL EQUITY INDEX F VNQI 922042676 $742.3K 0.80% 16,416 SH
7 SELECT SECTOR SPDR TR XLK 81369Y803 $722.5K 0.78% 3,897 SH
8 ISHARES TR MTUM 46432F396 $710.0K 0.77% 2,113 SH
9 SPDR SERIES TRUST CWB 78464A359 $686.2K 0.74% 6,405 SH
10 VANECK ETF TRUST MLN 92189F536 $681.8K 0.74% 38,280 SH
11 ISHARES TR LQD 464287242 $680.6K 0.74% 6,204 SH
12 ISHARES INC EMHY 464286285 $679.9K 0.74% 16,705 SH
13 ETF SER SOLUTIONS VBND 26922A602 $673.3K 0.73% 15,378 SH
14 PROSHARES TR IGHG 74347B607 $669.6K 0.73% 8,550 SH
15 ISHARES TR TLT 464287432 $665.1K 0.72% 7,605 SH
16 INVESCO EXCH TRADED FD TR II SPHB 46138E370 $664.9K 0.72% 4,341 SH
17 ISHARES TR FALN 46435G474 $656.9K 0.71% 24,116 SH
18 INVESCO EXCH TRADED FD TR II IFLN 46138E719 $656.7K 0.71% 35,885 SH
19 ISHARES TR EEM 464287234 $655.5K 0.71% 9,721 SH
20 VANGUARD MUN BD FDS VTEB 922907746 $654.4K 0.71% 12,923 SH
21 SPDR SERIES TRUST JNK 78468R622 $654.4K 0.71% 6,788 SH
22 ISHARES TR IJT 464287887 $653.9K 0.71% 3,700 SH
23 VANECK ETF TRUST ITM 92189H201 $651.9K 0.71% 13,864 SH
24 SPDR SERIES TRUST IBND 78464A151 $645.8K 0.70% 20,684 SH
25 VANECK ETF TRUST HYD 92189H409 $645.2K 0.70% 12,492 SH
26 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $644.8K 0.70% 8,147 SH
27 VANGUARD WHITEHALL FDS VWOB 921946885 $633.6K 0.69% 9,390 SH
28 NEW YORK LIFE INVESTMENTS ET MNA 45409B800 $630.3K 0.68% 17,269 SH
29 SELECT SECTOR SPDR TR XLU 81369Y886 $629.4K 0.68% 13,677 SH
30 VANGUARD WHITEHALL FDS VYMI 921946794 $626.8K 0.68% 6,380 SH
31 PACER FDS TR PTLC 69374H105 $624.5K 0.68% 10,806 SH
32 LITMAN GREGORY FDS TR DBMF 53700T827 $624.3K 0.68% 20,558 SH
33 PROSHARES TR HDG 74347X294 $623.5K 0.68% 11,431 SH
34 PIMCO ETF TR SMMU 72201R874 $622.7K 0.67% 12,324 SH
35 ISHARES TR IJS 464287879 $621.2K 0.67% 4,556 SH
36 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $617.4K 0.67% 6,953 SH
37 ISHARES TR IVW 464287309 $617.1K 0.67% 4,551 SH
38 ISHARES TR IEF 464287440 $615.1K 0.67% 6,471 SH
39 PACER FDS TR PTBD 69374H642 $613.6K 0.66% 32,008 SH
40 AMPLIFY ETF TR SWAN 032108888 $613.0K 0.66% 18,425 SH
41 SELECT SECTOR SPDR TR XLI 81369Y704 $611.7K 0.66% 3,347 SH
42 ISHARES TR IJK 464287606 $610.7K 0.66% 5,267 SH
43 FIRST TR EXCH TRADED FD III FTLS 33739P103 $609.1K 0.66% 8,273 SH
44 VANGUARD BD INDEX FDS BSV 921937827 $607.6K 0.66% 7,788 SH
45 SPDR INDEX SHS FDS EWX 78463X756 $604.0K 0.65% 8,247 SH
46 ISHARES TR IJJ 464287705 $598.4K 0.65% 4,063 SH
47 SELECT SECTOR SPDR TR XLY 81369Y407 $594.7K 0.64% 5,078 SH
48 GLOBAL X FDS QYLD 37954Y483 $586.2K 0.64% 32,140 SH
49 SELECT SECTOR SPDR TR XLF 81369Y605 $585.9K 0.63% 10,907 SH
50 TIDAL TRUST I LBAY 886364850 $585.3K 0.63% 23,111 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $92.3M 72 0001104659-26-096370
2026-03-31 2026-05-15 $88.7M 72 0001104659-26-061645
2025-12-31 2026-02-17 $102.6M 72 0001104659-26-015602
2025-09-30 2025-11-14 $68.4M 1 0001104659-25-111851
Filer Information
Address
10F SHINYOUNG SECURITIES BUILDING
16 GUKJEGEUMYUNG-RO 8-GIL
YEONGDEUNGPO-GU, SEOUL 07330
Phone
82-2-6276-7089
Filing Manager
Hyundai Investments Co., Ltd.
YEONGDEUNGPO-GU, SEOUL, M5
Signatory
Hongseok Choi
Director