Hyundai Investments Co., Ltd.

Non-US

CIK

1892772

Location

YEONGDEUNGPO-GU, SEOUL, M5

Portfolio Value

Micro $92,359,473

Diversification

Highly concentrated

Filing Date

Global Rank

#8,374 / 8,818 ▼ 72

Top Industry

REIT - Mortgage 97.4%

3Y Alpha vs SPY

-67.6%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Non-US

Schedule 13G, May 15, 2025

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 81.1% of the book (60%+)

Turnover

Low turnover

21.5% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 11.3 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 92.7%; sector active share 83.5% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

72 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

51.8%

−2.9 pts

Top 5

74.2%

−5.2 pts

Top 10

81.1%

−5.3 pts

HHI

2,912

Highly concentrated−303

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Real Estate	51.8%	$47,877,327	1
Unclassified	46.8%	$43,222,006	69
Financial Services	1.4%	$1,260,140	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+18,599	30,278	$573,162
IFLN	Invesco Bloomberg Enhanced Fallen Angels ETF	+16,343	35,885	$656,336
PTBD	Pacer Trendpilot US Bond ETF	+15,265	32,008	$613,593
MLN	VanEck Long Muni ETF	+12,740	38,280	$680,618
FALN	iShares Fallen Angels USD Bond ETF	+11,537	24,116	$656,919
QYLD	Global X NASDAQ 100 Covered Call ETF	+10,511	32,140	$592,340
DBMF	iMGP DBI Managed Futures Strategy ETF	+10,298	20,558	$629,280
DVYE	iShares Trust	+9,497	17,311	$557,933
—		+7,493	10,095	$566,935
MNA	NYLIM Merger Arbitrage ETF	+7,239	17,269	$629,973
IQLT	iShares MSCI Intl Quality Factor ETF	+7,073	11,576	$573,590
DWX	State Street(R) SPDR(R) S&P(R) International Dividend ETF	+7,047	12,662	$581,945
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+6,997	11,512	$578,247
CMBS	iShares CMBS ETF	+6,870	15,694	$763,513
IMTM	iShares MSCI Intl Momentum Factor ETF	+6,412	10,754	$573,510
XYLD	Global X S&P 500 Covered Call ETF	+6,207	14,225	$580,237
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+6,135	13,677	$620,115
EEM	iShares MSCI Emerging Markets ETF	+5,984	9,721	$665,013
WIP	State Street(R) SPDR(R) FTSE International Government Inflation-Protected Bond ETF	+5,841	14,543	$572,848
HYD	VanEck High Yield Muni ETF	+5,743	12,492	$643,462
EWX	State Street(R) SPDR(R) S&P(R) Emerging Markets Small Cap ETF	+5,584	8,247	$612,834
ITM	VanEck Intermediate Muni ETF	+5,549	13,864	$651,469
—		+5,194	15,378	$670,942
SMMU	PIMCO Short Term Municipal Bond Active Exchange-Traded Fund	+4,869	12,324	$622,362
EMHY	iShares J.P. Morgan EM High Yield Bond ETF	+4,773	16,705	$679,392
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
CMTG	Claros Mortgage Trust, Inc.	−94,272	20,373,331	$47,877,327
—		−33,089	23,111	$575,671
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−24,298	3,897	$742,456
PSP	Victory Portfolios II	−7,517	10,112	$563,238
GLD	Spdr Gold Trust	−5,925	2,504	$922,423
IJK	iShares S&P Mid-Cap 400 Growth ETF	−4,966	5,267	$618,872
MTUM	iShares MSCI USA Momentum Factor ETF	−4,675	2,113	$724,399
IVW	iShares S&P 500 Growth ETF	−4,618	4,551	$625,899
VNQ	VANGUARD REAL ESTATE INDEX FUND	−3,606	8,033	$774,622
IJT	iShares S&P Small-Cap 600 Growth ETF	−3,583	3,700	$660,820
SPHB	Invesco Ltd.	−3,260	4,341	$675,416
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	−3,017	5,078	$595,547
SWAN		−2,348	18,425	$614,658
IJS	iShares S&P Small-Cap 600 Value ETF	−1,299	4,556	$622,714
FTLS	First Trust Long/Short Equity ETF	−379	8,273	$610,547
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	−295	3,347	$619,964
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

72 tracked positions · $92,359,473 total · filing declares 72 positions · $92,311,041 · as of Jun 30, 2026

All sectors Financial Services Real Estate

Showing 1–50 of 72 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
CMTG	Claros Mortgage Trust, Inc. Real Estate	Reduced	20,373,331	-94,272	$47,877,327	−1.7%	19	before history	51.84%
GLD	Spdr Gold Trust	Reduced	2,504	-5,925	$922,423	−74.6%	3	$387.83	1.00%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	8,033	-3,606	$774,622	−25.0%	3	$90.82	0.84%
CMBS	iShares CMBS ETF	Added	15,694	+6,870	$763,513	+77.6%	3	unpriced	0.83%
MBB	iShares MBS ETF	Added	8,037	+3,923	$759,657	+94.5%	3	unpriced	0.82%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	3,897	-24,298	$742,456	−80.2%	3	unpriced	0.80%
VNQI	VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND	Added	16,416	+4,070	$736,257	+34.2%	3	$46.96	0.80%
MTUM	iShares MSCI USA Momentum Factor ETF	Reduced	2,113	-4,675	$724,399	−55.5%	3	unpriced	0.78%
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	Added	6,405	+580	$690,587	+29.5%	3	$92.36	0.75%
MLN	VanEck Long Muni ETF	Added	38,280	+12,740	$680,618	+52.8%	3	$17.60	0.74%
EMHY	iShares J.P. Morgan EM High Yield Bond ETF	Added	16,705	+4,773	$679,392	+44.6%	3	$40.16	0.74%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	Added	6,204	+1,079	$676,670	+21.1%	3	unpriced	0.73%
SPHB	Invesco Ltd. Financial Services	Reduced	4,341	-3,260	$675,416	−23.4%	3	$118.25	0.73%
		Added	15,378	+5,194	$670,942	+51.8%	3	$44.03	0.73%
IGHG	ProShares Investment Grade-Interest Rate Hedged	Added	8,550	+3,148	$669,721	+59.6%	3	unpriced	0.73%
EEM	iShares MSCI Emerging Markets ETF	Added	9,721	+5,984	$665,013	+213.4%	3	$61.11	0.72%
IJT	iShares S&P Small-Cap 600 Growth ETF	Reduced	3,700	-3,583	$660,820	−37.3%	3	unpriced	0.72%
TLT	iShares 20+ Year Treasury Bond ETF	Added	7,605	+2,368	$657,224	+44.8%	3	unpriced	0.71%
FALN	iShares Fallen Angels USD Bond ETF	Added	24,116	+11,537	$656,919	+95.4%	3	unpriced	0.71%
IFLN	Invesco Bloomberg Enhanced Fallen Angels ETF	Added	35,885	+16,343	$656,336	+87.2%	3	$18.43	0.71%
JNK	State Street(R) SPDR(R) Bloomberg High Yield Bond ETF	Added	6,788	+3,061	$654,159	+83.4%	3	$96.76	0.71%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	12,923	+3,943	$653,645	+45.9%	3	$50.30	0.71%
ITM	VanEck Intermediate Muni ETF	Added	13,864	+5,549	$651,469	+68.7%	3	$46.91	0.71%
IBND	State Street(R) SPDR(R) Bloomberg International Corporate Bond ETF	Added	20,684	+1,948	$644,927	+10.8%	3	$31.91	0.70%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	8,147	+3,836	$643,857	+88.4%	3	$79.45	0.70%
HYD	VanEck High Yield Muni ETF	Added	12,492	+5,743	$643,462	+90.2%	3	$51.03	0.70%
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	Added	9,390	+2,736	$631,383	+44.4%	3	$67.28	0.68%
MNA	NYLIM Merger Arbitrage ETF	Added	17,269	+7,239	$629,973	+72.8%	3	$36.07	0.68%
PTLC	Pacer Trendpilot US Large Cap ETF	Added	10,806	+473	$629,557	+16.1%	3	$55.56	0.68%
DBMF	iMGP DBI Managed Futures Strategy ETF	Added	20,558	+10,298	$629,280	+103.4%	3	$29.63	0.68%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Added	6,380	+2,315	$626,516	+63.5%	3	$91.21	0.68%
SPHQ	Invesco S&P 500 Quality ETF	Added	6,953	+669	$626,465	+32.6%	3	$75.12	0.68%
IVW	iShares S&P 500 Growth ETF	Reduced	4,551	-4,618	$625,899	−39.6%	3	unpriced	0.68%
HDG	ProShares Hedge Replication ETF	Added	11,431	+4,638	$625,504	+78.6%	3	unpriced	0.68%
IJS	iShares S&P Small-Cap 600 Value ETF	Reduced	4,556	-1,299	$622,714	−10.2%	3	unpriced	0.67%
SMMU	PIMCO Short Term Municipal Bond Active Exchange-Traded Fund	Added	12,324	+4,869	$622,362	+65.5%	3	$50.46	0.67%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	13,677	+6,135	$620,115	+79.2%	3	unpriced	0.67%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Reduced	3,347	-295	$619,964	+5.3%	3	unpriced	0.67%
IJK	iShares S&P Mid-Cap 400 Growth ETF	Reduced	5,267	-4,966	$618,872	−39.9%	3	unpriced	0.67%
SWAN		Reduced	18,425	-2,348	$614,658	−4.7%	3	$32.50	0.67%
PTBD	Pacer Trendpilot US Bond ETF	Added	32,008	+15,265	$613,593	+93.1%	3	$19.40	0.66%
EWX	State Street(R) SPDR(R) S&P(R) Emerging Markets Small Cap ETF	Added	8,247	+5,584	$612,834	+248.0%	3	$70.84	0.66%
IEF	iShares 7-10 Year Treasury Bond ETF	Added	6,471	+3,008	$611,962	+85.2%	3	unpriced	0.66%
FTLS	First Trust Long/Short Equity ETF	Reduced	8,273	-379	$610,547	+0.3%	3	$70.68	0.66%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	7,788	+2,885	$606,763	+57.8%	3	$78.58	0.66%
IJJ	iShares S&P Mid-Cap 400 Value ETF	Added	4,063	+25	$600,226	+12.2%	3	unpriced	0.65%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Reduced	5,078	-3,017	$595,547	−32.5%	3	unpriced	0.64%
QYLD	Global X NASDAQ 100 Covered Call ETF	Added	32,140	+10,511	$592,340	+59.7%	3	$17.57	0.64%
XLF	State Street Corp Financial Services	Added	10,907	+2,419	$584,724	+39.5%	3	$52.99	0.63%
DWX	State Street(R) SPDR(R) S&P(R) International Dividend ETF	Added	12,662	+7,047	$581,945	+127.3%	3	$45.07	0.63%

Showing the top 50 of 72 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.