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☆Hyundai Investments Co., Ltd.

CIK 0001892772 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.237
AUM ($M)
92
Positions
72
Turnover
0.14
Top-10 wt
59%
Herfindahl
0.272
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 72 positions · portfolio value $92M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆CMTG funds › CLAROS MTG TR INC TRIM — 51.9% -3.0% 47.9 20,373,331 -94,272 5 —
☆GLD funds › SPDR GOLD TR TRIM — 1.0% -2.9% 0.9 2,504 -5,925 3 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.9% -0.3% 0.8 8,033 -3,606 3 —
☆CMBS funds › ISHARES TR ADD — 0.8% +0.3% 0.8 15,694 +6,870 3 —
☆MBB funds › ISHARES TR ADD — 0.8% +0.4% 0.8 8,037 +3,923 3 —
☆VNQI funds › VANGUARD INTL EQUITY INDEX F ADD — 0.8% +0.2% 0.7 16,416 +4,070 3 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 0.8% -3.3% 0.7 3,897 -24,298 3 —
☆MTUM funds › ISHARES TR TRIM — 0.8% -1.0% 0.7 2,113 -4,675 3 —
☆CWB funds › SPDR SERIES TRUST ADD — 0.7% +0.2% 0.7 6,405 +580 3 —
☆MLN funds › VANECK ETF TRUST ADD — 0.7% +0.2% 0.7 38,280 +12,740 3 —
☆LQD funds › ISHARES TR ADD — 0.7% +0.1% 0.7 6,204 +1,079 3 —
☆EMHY funds › ISHARES INC ADD — 0.7% +0.2% 0.7 16,705 +4,773 3 —
☆VBND funds › ETF SER SOLUTIONS ADD — 0.7% +0.2% 0.7 15,378 +5,194 3 —
☆IGHG funds › PROSHARES TR ADD — 0.7% +0.3% 0.7 8,550 +3,148 3 —
☆TLT funds › ISHARES TR ADD — 0.7% +0.2% 0.7 7,605 +2,368 3 —
☆SPHB funds › INVESCO EXCH TRADED FD TR II TRIM — 0.7% -0.2% 0.7 4,341 -3,260 3 —
☆FALN funds › ISHARES TR ADD — 0.7% +0.3% 0.7 24,116 +11,537 3 —
☆IFLN funds › INVESCO EXCH TRADED FD TR II ADD — 0.7% +0.3% 0.7 35,885 +16,343 3 —
☆EEM funds › ISHARES TR ADD — 0.7% +0.5% 0.7 9,721 +5,984 3 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.7% +0.2% 0.7 12,923 +3,943 3 —
☆JNK funds › SPDR SERIES TRUST ADD — 0.7% +0.3% 0.7 6,788 +3,061 3 —
☆IJT funds › ISHARES TR TRIM — 0.7% -0.4% 0.7 3,700 -3,583 3 —
☆ITM funds › VANECK ETF TRUST ADD — 0.7% +0.3% 0.7 13,864 +5,549 3 —
☆IBND funds › SPDR SERIES TRUST ADD — 0.7% +0.1% 0.6 20,684 +1,948 3 —
☆HYD funds › VANECK ETF TRUST ADD — 0.7% +0.3% 0.6 12,492 +5,743 3 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.7% +0.3% 0.6 8,147 +3,836 3 —
☆VWOB funds › VANGUARD WHITEHALL FDS ADD — 0.7% +0.2% 0.6 9,390 +2,736 3 —
☆MNA funds › NEW YORK LIFE INVESTMENTS ET ADD — 0.7% +0.3% 0.6 17,269 +7,239 3 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.7% +0.3% 0.6 13,677 +6,135 3 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 0.7% +0.3% 0.6 6,380 +2,315 3 —
☆PTLC funds › PACER FDS TR ADD — 0.7% +0.1% 0.6 10,806 +473 3 —
☆DBMF funds › LITMAN GREGORY FDS TR ADD — 0.7% +0.3% 0.6 20,558 +10,298 3 —
☆HDG funds › PROSHARES TR ADD — 0.7% +0.3% 0.6 11,431 +4,638 3 —
☆SMMU funds › PIMCO ETF TR ADD — 0.7% +0.3% 0.6 12,324 +4,869 3 —
☆IJS funds › ISHARES TR TRIM — 0.7% -0.1% 0.6 4,556 -1,299 3 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 0.7% +0.1% 0.6 6,953 +669 3 —
☆IVW funds › ISHARES TR TRIM — 0.7% -0.5% 0.6 4,551 -4,618 3 —
☆IEF funds › ISHARES TR ADD — 0.7% +0.3% 0.6 6,471 +3,008 3 —
☆PTBD funds › PACER FDS TR ADD — 0.7% +0.3% 0.6 32,008 +15,265 3 —
☆SWAN funds › AMPLIFY ETF TR TRIM — 0.7% -0.0% 0.6 18,425 -2,348 3 —
☆XLI funds › SELECT SECTOR SPDR TR TRIM — 0.7% +0.0% 0.6 3,347 -295 3 —
☆IJK funds › ISHARES TR TRIM — 0.7% -0.5% 0.6 5,267 -4,966 3 —
☆FTLS funds › FIRST TR EXCH TRADED FD III TRIM — 0.7% -0.0% 0.6 8,273 -379 3 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.7% +0.2% 0.6 7,788 +2,885 3 —
☆EWX funds › SPDR INDEX SHS FDS ADD — 0.7% +0.5% 0.6 8,247 +5,584 3 —
☆IJJ funds › ISHARES TR ADD — 0.6% +0.1% 0.6 4,063 +25 3 —
☆XLY funds › SELECT SECTOR SPDR TR TRIM — 0.6% -0.3% 0.6 5,078 -3,017 3 —
☆QYLD funds › GLOBAL X FDS ADD — 0.6% +0.2% 0.6 32,140 +10,511 3 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 0.6% +0.2% 0.6 10,907 +2,419 3 —
☆LBAY funds › TIDAL TRUST I TRIM — 0.6% -1.1% 0.6 23,111 -33,089 3 —
☆DWX funds › SPDR INDEX SHS FDS ADD — 0.6% +0.4% 0.6 12,662 +7,047 3 —
☆PKW funds › INVESCO EXCHANGE TRADED FD T ADD — 0.6% +0.1% 0.6 4,076 +632 3 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 0.6% +0.4% 0.6 11,512 +6,997 3 —
☆XLP funds › SELECT SECTOR SPDR TR ADD — 0.6% +0.1% 0.6 6,860 +1,552 3 —
☆XYLD funds › GLOBAL X FDS ADD — 0.6% +0.3% 0.6 14,225 +6,207 3 —
☆TIPX funds › SPDR SERIES TRUST ADD — 0.6% +0.4% 0.6 30,278 +18,599 3 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.6% +0.3% 0.6 3,566 +1,512 3 —
☆WIP funds › SPDR SERIES TRUST ADD — 0.6% +0.2% 0.6 14,543 +5,841 3 —
☆IQLT funds › ISHARES TR ADD — 0.6% +0.4% 0.6 11,576 +7,073 3 —
☆EFG funds › ISHARES TR ADD — 0.6% +0.4% 0.6 4,624 +2,838 3 —
☆NOBL funds › PROSHARES TR ADD — 0.6% +0.3% 0.6 10,095 +7,493 3 —
☆IMTM funds › ISHARES TR ADD — 0.6% +0.4% 0.6 10,754 +6,412 3 —
☆XLB funds › SELECT SECTOR SPDR TR ADD — 0.6% +0.0% 0.6 11,181 +963 3 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II ADD — 0.6% +0.3% 0.6 7,455 +4,040 3 —
☆IVE funds › ISHARES TR ADD — 0.6% +0.2% 0.6 2,478 +825 3 —
☆DVYE funds › ISHARES INC ADD — 0.6% +0.3% 0.6 17,311 +9,497 3 —
☆PSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.6% -0.5% 0.6 10,112 -7,517 3 —
☆ACWV funds › ISHARES INC ADD — 0.6% +0.4% 0.6 4,590 +2,734 3 —
☆XLC funds › SELECT SECTOR SPDR TR ADD — 0.6% +0.1% 0.6 5,106 +854 3 —
☆EFV funds › ISHARES TR ADD — 0.6% +0.4% 0.5 7,136 +4,521 3 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.6% -0.1% 0.5 9,792 +879 3 —
☆CUSIP:46138J775 funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.6% +0.1% 0.5 5,804 +664 3 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 92 72 0.14 59% 0.272 0.238 — in
2026Q1 89 72 0.11 72% 0.307 0.422 — in
2025Q4 103 72 0.39 71% 0.377 0.055 — in
2025Q3 68 1 0.00 100% 1.000 0.803 — in
2025Q2 59 1 0.00 100% 1.000 0.813 — entered
2025Q1 78 1 0.00 100% 1.000 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status