Latest Hyundai Investments Co., Ltd. Stock Portfolio
$88.74Million | No. of Holdings #72
Hyundai Investments Co., Ltd. Performance
2026 Q1-13.46%
YTD-13.46%
2025-29.67%
About Hyundai Investments Co., Ltd. and 13F Hedge Fund Stock Holdings
On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hyundai Investments Co., Ltd. reported an equity portfolio of $88.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Hyundai Investments Co., Ltd. are CMTG, XLB, GLD. The fund has invested 54.9% of it's portfolio in CLAROS MTG TR INC and 4% of portfolio in SELECT SECTOR SPDR TR. <br><br> They significantly reduced their stock positions in ISHARES TR (ACWF), ISHARES TR (AAXJ) and SPDR INDEX SHS FDS (CWI). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), INVESCO EXCHANGE TRADED FD T (CSD) and TIDAL TRUST I (ACSI).
Hyundai Investments Co., Ltd. Equity Portfolio Value
Last Reported on: 15 May, 2026
$88.74Million
as of May 15, 2026Hyundai Investments Co., Ltd. Annual Return Estimates Vs S&P 500
Our best estimate is that Hyundai Investments Co., Ltd. made a return of -13.46% in the last quarter. In trailing 12 months, it's portfolio return was -26.78%.
- Performance
- S&P 500
New Buys
No new stocks were added by Hyundai Investments Co., Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| select sector spdr tr | 430 |
| invesco exchange traded fd t | 174 |
| tidal trust i | 170 |
| invesco exch traded fd tr ii | 159 |
| vanguard index fds | 108 |
| amplify etf tr | 58.39 |
| ishares tr | 57.71 |
| pacer fds tr | 48.63 |
Additions to existing portfolio by Hyundai Investments Co., Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -58.74 |
| ishares tr | -57.00 |
| ishares tr | -55.76 |
| ishares tr | -54.34 |
| spdr index shs fds | -54.08 |
| ishares tr | -49.34 |
| spdr index shs fds | -48.59 |
| select sector spdr tr | -48.16 |
Hyundai Investments Co., Ltd. reduced stake in above stock
Sold off
None of the stocks were completely sold off by Hyundai Investments Co., Ltd.
Sector Distribution
Hyundai Investments Co., Ltd. has about 54.9% of it's holdings in Real Estate sector.
- Real Estate
- Others
| Sector | % |
|---|---|
| Real Estate | 54.9 |
| Others | 43.9 |
Market Cap. Distribution
Hyundai Investments Co., Ltd. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- SMALL-CAP
- UNALLOCATED
| Category | % |
|---|---|
| SMALL-CAP | 55.6 |
| UNALLOCATED | 43.9 |
Stocks belong to which Index?
About 56.1% of the stocks held by Hyundai Investments Co., Ltd. either belong to S&P 500 or RUSSELL 2000 index.
- RUSSELL 2000
- Others
| Index | % |
|---|---|
| RUSSELL 2000 | 56.1 |
| Others | 43.9 |
| Top 5 Winners (%) | % | |
|---|---|---|
| XLB | select sector spdr tr | 36.2 % |
| ACSI | tidal trust i | 10.0 % |
| XLB | select sector spdr tr | 6.7 % |
| DBEH | litman gregory fds tr | 5.9 % |
| ACWV | ishares tr | 5.9 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| XLB | select sector spdr tr | 0.1 M |
| ACSI | tidal trust i | 0.1 M |
| GLD | spdr gold tr | 0.1 M |
| XLB | select sector spdr tr | 0.0 M |
| XLB | select sector spdr tr | 0.0 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| CMTG | claros mtg tr inc | -22.2 % |
| CSD | invesco exchange traded fd t | -13.1 % |
| XLB | select sector spdr tr | -11.6 % |
| XLB | select sector spdr tr | -11.3 % |
| IJR | ishares tr | -11.0 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| CMTG | claros mtg tr inc | -13.9 M |
| XLB | select sector spdr tr | -0.3 M |
| CSD | invesco exchange traded fd t | -0.1 M |
| XLB | select sector spdr tr | -0.1 M |
| IJR | ishares tr | -0.1 M |
Hyundai Investments Co., Ltd. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Hyundai Investments Co., Ltd.
Hyundai Investments Co., Ltd. has 72 stocks in it's portfolio. About 72.1% of the portfolio is in top 10 stocks. CMTG proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Hyundai Investments Co., Ltd. last quarter.
$88.74MTotal Value
72.00Positions
15 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AAXJ Ishares TrIshares TrAAXJ | 0.44% | 4,114 | $389.7K 0.44% | 25.67%decreased 25.67 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.22% | 1,786 | $192.3K 0.22% | 55.76%decreased 55.76 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.21% | 2,615 | $189.2K 0.21% | 57%decreased 57 percentreduced | |
 ACIO Etf Ser SolutionsEtf Ser SolutionsACIO | 0.5% | 10,184 | $441.3K 0.5% | 18.08%decreased 18.08 percentreduced | |
 ACSI Tidal Trust ITidal Trust IACSI | 1.78% | 56,200 | $1.58M 1.78% | 170.99%increased 170.99 percentadded | |
 ACWF Ishares TrIshares TrACWF | 0.23% | 4,503 | $201.8K 0.23% | 58.74%decreased 58.74 percentreduced | |
ACWF Ishares TrIshares TrACWF | 0.23% | 4,342 | $200.9K 0.23% | 54.34%decreased 54.34 percentreduced | |
 ACWV Ishares IncIshares IncACWV | 0.52% | 11,932 | $465.1K 0.52% | 14.49%decreased 14.49 percentreduced | |
ACWV Ishares TrIshares TrACWV | 0.3% | 7,814 | $262.9K 0.3% | 46.24%decreased 46.24 percentreduced | |
ACWV Ishares IncIshares IncACWV | 0.25% | 1,856 | $218.8K 0.25% | 42.47%decreased 42.47 percentreduced | |
 AFK Vaneck Etf TrustVaneck Etf TrustAFK | 0.5% | 25,540 | $443.9K 0.5% | 29.89%decreased 29.89 percentreduced | |
 AFTY Pacer Fds TrPacer Fds TrAFTY | 0.6% | 10,333 | $534.3K 0.6% | 48.63%increased 48.63 percentadded | |
AFTY Pacer Fds TrPacer Fds TrAFTY | 0.36% | 16,743 | $315.4K 0.36% | 24.41%decreased 24.41 percentreduced | |
 AGGP New York Life Investments EtNew York Life Investments EtAGGP | 0.41% | 10,030 | $363.0K 0.41% | 17.48%decreased 17.48 percentreduced | |
 AGNG Global X FdsGlobal X FdsAGNG | 0.41% | 21,629 | $361.2K 0.41% | 3.61%decreased 3.61 percentreduced | |
AGNG Global X FdsGlobal X FdsAGNG | 0.35% | 8,018 | $307.6K 0.35% | 11.73%decreased 11.73 percentreduced | |
 AGT Ishares TrIshares TrAGT | 0.38% | 12,579 | $332.7K 0.38% | 18.13%decreased 18.13 percentreduced | |
 ALTS Proshares TrProshares TrALTS | 0.47% | 5,402 | $417.1K 0.47% | 4.86%decreased 4.86 percentreduced | |
 Amplify Etf Tr Amplify Etf TrAMLX Hyundai Investments Co., Ltd.'s holding in Amplify Etf Tr over time | 0.71% | 20,773 | $633.5K 0.71% | 58.39%increased 58.39 percentadded | |
 Ishares Tr Ishares TrAMPS Hyundai Investments Co., Ltd.'s holding in Ishares Tr over time | 0.48% | 8,824 | $430.6K 0.48% | 24.78%decreased 24.78 percentreduced | |