Hyundai Investments Co., Ltd.

CIK 0001892772 · Q1 2026

13F Equity AUM

$88.7M

-13.6% QoQ

Positions

0 QoQ

AUM Rank

#10,176

Top 82%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 66.4%Top 10: 72.1%Top 20: 79.3%

CMTGEUR54.9%

XLK4.0%

GQ93.9%

LBAY1.8%

MTUM1.8%

IJT1.1%

VNQ1.1%

IVW1.1%

IJK1.1%

PSP1.1%

Others (62)27.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Real Estate54.9%

Financial Services45.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 72Median: 0.48%Avg: 1.39%

0–0.5%

42(15.3%)

0.5–1%

20(12.6%)

1–3%

7(9.2%)

3–5%

2(8.0%)

5%+

1(54.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 68Unique: 4vs 20 funds

0.9%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.3%

BANK OF AMERICA CORP /DE/

1.4%

1.1%

1.4%

0.8%

0.5%

VANGUARD CAPITAL MANAGEMENT LLC

0.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

GEODE CAPITAL MANAGEMENT, LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New0Increased16Decreased56Exited0

Increased

LBAY1.8%

+35K(+171%)

XLK4.0%

+23K(+431%)

PSP1.1%

+11K(+174%)

SWAN0.7%

+8K(+58%)

VNQ1.1%

+6K(+108%)

SPHB0.9%

+5K(+159%)

PTLC0.6%

+3K(+49%)

IJK1.1%

+3K(+37%)

MTUM1.8%

+2K(+58%)

IVW1.1%

+2K(+34%)

Decreased

CMTGEUR54.9%

-51,000(-0%)

MLN0.5%

-10,886(-30%)

XLU0.4%

-7,008(-48%)

DBMF0.3%

-6,758(-40%)

DVYE0.3%

-6,722(-46%)

DWX0.3%

-6,612(-54%)

IQLT0.2%

-6,411(-59%)

VNQI0.6%

-5,507(-31%)

PTBD0.4%

-5,407(-24%)

IMTM0.2%

-5,167(-54%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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