1y return−3.9%S&P 500 +20.9%
3y return−75.8%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $17 against $157 in the S&P 500.2
Hyundai Investments Co., Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CMTGClaros Mtg Tr Inc | $47.9M | 51.9% | |
| GLDSpdr Gold Tr | $923K | 1.0% | −70.3% |
| VNQVanguard Index Fds | $788K | 0.9% | −31.0% |
| CMBSIshares Tr | $765K | 0.8% | +77.9% |
| MBBIshares Tr | $763K | 0.8% | +95.4% |
| VNQIVanguard Intl Equity Index F | $742K | 0.8% | +33.0% |
| XLKSelect Sector Spdr Tr | $723K | 0.8% | −86.2% |
| MTUMIshares Tr | $710K | 0.8% | −68.9% |
| CWBSpdr Series Trust | $686K | 0.7% | +10.0% |
| MLNVaneck Etf Trust | $682K | 0.7% | +49.9% |
| LQDIshares Tr | $681K | 0.7% | +21.1% |
| EMHYIshares Inc | $680K | 0.7% | +40.0% |
| VBNDEtf Ser Solutions | $673K | 0.7% | +51.0% |
| IGHGProshares Tr | $670K | 0.7% | +58.3% |
| TLTIshares Tr | $665K | 0.7% | +45.2% |
| SPHBInvesco Exch Traded Fd Tr II | $665K | 0.7% | −42.9% |
| FALNIshares Tr | $657K | 0.7% | +91.7% |
| IFLNInvesco Exch Traded Fd Tr II | $657K | 0.7% | +83.6% |
| EEMIshares Tr | $655K | 0.7% | +160.1% |
| VTEBVanguard Mun Bd Fds | $654K | 0.7% | +43.9% |
| JNKSpdr Series Trust | $654K | 0.7% | +82.1% |
| IJTIshares Tr | $654K | 0.7% | −49.2% |
| ITMVaneck Etf Trust | $652K | 0.7% | +66.7% |
| IBNDSpdr Series Trust | $646K | 0.7% | +10.4% |
| HYDVaneck Etf Trust | $645K | 0.7% | +85.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MTUMIshares Tr | December 31, 2025 | +37.0% | $710K |
| SPHBInvesco Exch Traded Fd Tr II | December 31, 2025 | +33.0% | $665K |
| XLKSelect Sector Spdr Tr | December 31, 2025 | +32.3% | $723K |
| IJTIshares Tr | December 31, 2025 | +26.5% | $654K |
| EEMIshares Tr | December 31, 2025 | +25.0% | $655K |
| CWBSpdr Series Trust | December 31, 2025 | +20.9% | $686K |
| IJSIshares Tr | December 31, 2025 | +20.2% | $621K |
| SPHQInvesco Exchange Traded Fd T | December 31, 2025 | +20.1% | $617K |
| IVWIshares Tr | December 31, 2025 | +11.6% | $617K |
| VYMIVanguard Whitehall Fds | December 31, 2025 | +9.1% | $627K |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.4% | +14.8% |
| March 31, 2026 | −13.4% | −4.6% |
| December 31, 2025 | −7.8% | +2.4% |
| September 30, 2025 | +16.5% | +7.8% |
| June 30, 2025 | −23.6% | +10.5% |
| March 31, 2025 | −17.5% | −4.6% |
| December 31, 2024 | −39.7% | +2.1% |
| September 30, 2024 | −6.6% | +5.4% |
| June 30, 2024 | −17.8% | +4.0% |
| March 31, 2024 | −28.4% | +10.0% |
| December 31, 2023 | +23.0% | +11.2% |
| September 30, 2023 | −2.3% | −3.6% |
| June 30, 2023 | −2.7% | +8.3% |
| March 31, 2023 | −20.8% | +7.0% |
| December 31, 2022 | +25.3% | +7.1% |
| September 30, 2022 | −29.9% | −5.3% |
| June 30, 2022 | −2.3% | −16.5% |
| March 31, 2022 | +4.6% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hyundai Investments Co., Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1892772&type=13F-HR&dateb=&owner=include&count=40CIK 1892772
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1892772/000110465926096370/Filed August 14, 2026 · accession 0001104659-26-096370