Sign In
test

Takahiro Abe

Vertex Investment Solutions Co., Ltd.

Assets Managed
$148.213M
Holdings
26
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
71.29%(2Q avg: 28.55%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Vertex Investment Solutions Co., Ltd.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

Assets under management

The assets under management (AUM) of Vertex Investment Solutions Co., Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 148.213M in assets, with a quarterly growth rate of 71.29% and a 2-quarter average growth rate of 28.55%. The portfolio is managed by Takahiro Abe, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 1.62%
16.12%
$23.883M
410,200 shares@ $58.23 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Increased 350.54%
15.47%
$22.925M
208,600 shares@ $109.9 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 258.86%
10.66%
$15.786M
143,900 shares@ $109.7 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 4.75%
8.52%
$12.619M
240,700 shares@ $52.43 avg price
EMB
Ishares Jp Morgan Usd Emergi
Recent Activity
Increased 359.18%
8.01%
$11.87M
122,600 shares@ $96.82 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 241.84%
6.08%
$9.004M
91,736 shares@ $98.15 avg price
XLY
Consumer Discretionary Selt
Recent Activity
Increased 334.18%
5.43%
$8.038M
68,600 shares@ $117.17 avg price
FCOM
Fidelity Msci Communication
Recent Activity
New Position
4.23%
$6.268M
89,900 shares@ $69.72 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 6.25%
3.47%
$5.136M
86,800 shares@ $59.17 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 6.78%
3.35%
$4.961M
102,400 shares@ $48.45 avg price

1-10 of 26