Filed: 8/14/2026ACC: 0001104659-26-096370
📋 What this filing means
HYUNDAI INVESTMENTS CO., LTD. filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $92.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$92.31M
Total AUM (reported)
21.18M
Total Shares
Allocation by class
COMMON STOCK$47.88M51.9%
GOLD SHS$922.9K1.0%
REAL ESTATE ETF$788.4K0.9%
CMBS ETF$764.7K0.8%
MBS ETF$763.3K0.8%
GLB EX US ETF$742.3K0.8%
ST STR TECHN ETF$722.5K0.8%
Portfolio Concentration
Top 3$49.59M53.7%
4–10$5.07M5.5%
11–25$9.91M10.7%
Rest$27.74M30.1%
Top 3 weight
53.7%
Top 10 weight
59.2%
Voting Authority Distribution
Total shares with voting rights: 21.18M
Sole
Full voting authority
21.18M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole72
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings72
Rows:
CLAROS MTG TR INC
SOLEShares20.37M
TypeSH
Market value$47.88M
51.87%
Sole
20.37M
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares2.50K
TypeSH
Market value$922.9K
1.00%
Sole
2.50K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.03K
TypeSH
Market value$788.4K
0.85%
Sole
8.03K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares15.69K
TypeSH
Market value$764.7K
0.83%
Sole
15.69K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares8.04K
TypeSH
Market value$763.3K
0.83%
Sole
8.04K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares16.42K
TypeSH
Market value$742.3K
0.80%
Sole
16.42K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares3.90K
TypeSH
Market value$722.5K
0.78%
Sole
3.90K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.11K
TypeSH
Market value$710.0K
0.77%
Sole
2.11K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares6.41K
TypeSH
Market value$686.2K
0.74%
Sole
6.41K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares38.28K
TypeSH
Market value$681.8K
0.74%
Sole
38.28K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.20K
TypeSH
Market value$680.6K
0.74%
Sole
6.20K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares16.70K
TypeSH
Market value$679.9K
0.74%
Sole
16.70K
Shared
0.00
None
0.00
ETF SER SOLUTIONS
SOLEShares15.38K
TypeSH
Market value$673.3K
0.73%
Sole
15.38K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares8.55K
TypeSH
Market value$669.6K
0.73%
Sole
8.55K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares7.61K
TypeSH
Market value$665.1K
0.72%
Sole
7.61K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares4.34K
TypeSH
Market value$664.9K
0.72%
Sole
4.34K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares24.12K
TypeSH
Market value$656.9K
0.71%
Sole
24.12K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares35.88K
TypeSH
Market value$656.7K
0.71%
Sole
35.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.72K
TypeSH
Market value$655.5K
0.71%
Sole
9.72K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares12.92K
TypeSH
Market value$654.4K
0.71%
Sole
12.92K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares6.79K
TypeSH
Market value$654.4K
0.71%
Sole
6.79K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.70K
TypeSH
Market value$653.9K
0.71%
Sole
3.70K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares13.86K
TypeSH
Market value$651.9K
0.71%
Sole
13.86K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares20.68K
TypeSH
Market value$645.8K
0.70%
Sole
20.68K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares12.49K
TypeSH
Market value$645.2K
0.70%
Sole
12.49K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CLAROS MTG TR INCSOLE | COMMON STOCK | 20.37M | SH | $47.88M 51.87% | 20.37M | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 2.50K | SH | $922.9K 1.00% | 2.50K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 8.03K | SH | $788.4K 0.85% | 8.03K | 0.00 | 0.00 |
ISHARES TRSOLE | CMBS ETF | 15.69K | SH | $764.7K 0.83% | 15.69K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 8.04K | SH | $763.3K 0.83% | 8.04K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 16.42K | SH | $742.3K 0.80% | 16.42K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 3.90K | SH | $722.5K 0.78% | 3.90K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 2.11K | SH | $710.0K 0.77% | 2.11K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR CONV ETF | 6.41K | SH | $686.2K 0.74% | 6.41K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | LONG MUNI ETF | 38.28K | SH | $681.8K 0.74% | 38.28K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX INV CP ETF | 6.20K | SH | $680.6K 0.74% | 6.20K | 0.00 | 0.00 |
ISHARES INCSOLE | JP MRGN EM HI BD | 16.70K | SH | $679.9K 0.74% | 16.70K | 0.00 | 0.00 |
ETF SER SOLUTIONSSOLE | VIDENT US BOND | 15.38K | SH | $673.3K 0.73% | 15.38K | 0.00 | 0.00 |
PROSHARES TRSOLE | INVT INT RT HG | 8.55K | SH | $669.6K 0.73% | 8.55K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 7.61K | SH | $665.1K 0.72% | 7.61K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 HB ETF | 4.34K | SH | $664.9K 0.72% | 4.34K | 0.00 | 0.00 |
ISHARES TRSOLE | FALN ANGLS USD | 24.12K | SH | $656.9K 0.71% | 24.12K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | BLOO EN ANGE ETF | 35.88K | SH | $656.7K 0.71% | 35.88K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 9.72K | SH | $655.5K 0.71% | 9.72K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 12.92K | SH | $654.4K 0.71% | 12.92K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST BLOO HIGH ETF | 6.79K | SH | $654.4K 0.71% | 6.79K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P SML 600 GWT | 3.70K | SH | $653.9K 0.71% | 3.70K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | INTRMDT MUNI ETF | 13.86K | SH | $651.9K 0.71% | 13.86K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | SST SPDR BLOOMBE | 20.68K | SH | $645.8K 0.70% | 20.68K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | HIGH YLD MUNIETF | 12.49K | SH | $645.2K 0.70% | 12.49K | 0.00 | 0.00 |
Page 1 of 3