Hyundai Investments Co., Ltd.

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CIK 1892772

13F portfolio (2026-Q1)

$89M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

Top 5

66.4%

Top 10

72.1%

Effective N

3.3

HHI

0.307

This quarter

0 new · 0 exit →

By sector

Real Estate54.9%

Unclassified45.1%

By market cap

Micro (<$300M)54.9%

Unknown45.1%

By region

North America54.9%

Other45.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Real Estate Management & Development	54.89%	1
Unclassified	45.11%	71

Top holdings

#	Ticker	Name	Sector	Weight
1	CMTG	Claros Mortgage Trust, Inc.	Real Estate	54.89%
2	XLK	SELECT SECTOR SPDR TR	Unclassified	4.05%
3	GLD	SPDR GOLD TR	Unclassified	3.94%
4	LBAY	TIDAL TRUST I	Unclassified	1.78%
5	MTUM	ISHARES TR	Unclassified	1.77%
6	IJT	ISHARES TR	Unclassified	1.15%
7	VNQ	VANGUARD INDEX FDS	Unclassified	1.15%
8	IVW	ISHARES TR	Unclassified	1.12%
9	IJK	ISHARES TR	Unclassified	1.12%
10	PSP	INVESCO EXCHANGE TRADED FD T	Unclassified	1.10%

1/72 names classified · sector 54.9% of weight · industry 54.9% · mkt cap 54.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 18 quarters

Real Estate

UnclassifiedGLD, XLK, MTUM, LBAY, IJT · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 54.9% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 0% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (0 classified)Hyundai Investments Co., Ltd. centroid

Style box summary for Hyundai Investments Co., Ltd.: no centroid.

Classified: 0.0% of book weight (0/72 names) · unclassified 100.0%: CMTG, XLK, GLD, LBAY, MTUM, IJT, VNQ, IVW, IJK, PSP +62 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 72 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	CMTGCLAROS MTG TR INC	20,467,603	$49M	54.9%	HOLD
2	XLKSELECT SECTOR SPDR TR	28,195	$4M	4.1%	ADD 431%
3	GLDSPDR GOLD TR	8,429	$3M	3.9%	ADD 10%
4	LBAYTIDAL TRUST I	56,200	$2M	1.8%	ADD 171%
5	MTUMISHARES TR	6,788	$2M	1.8%	ADD 58%
6	IJTISHARES TR	7,283	$1M	1.1%	ADD 24%
7	VNQVANGUARD INDEX FDS	11,639	$1M	1.1%	ADD 108%
8	IVWISHARES TR	9,169	$996,762	1.1%	ADD 34%
9	IJKISHARES TR	10,233	$994,852	1.1%	ADD 37%
10	PSPINVESCO EXCHANGE TRADED FD T	17,629	$972,063	1.1%	ADD 174%
11	XLYSELECT SECTOR SPDR TR	8,095	$855,318	1.0%	TRIM −15%
12	SPHBINVESCO EXCH TRADED FD TR II	7,601	$846,447	1.0%	ADD 159%
13	IJSISHARES TR	5,855	$678,653	0.8%	TRIM −20%
14	SWANAMPLIFY ETF TR	20,773	$633,460	0.7%	ADD 58%
15	FTLSFIRST TR EXCH TRADED FD III	8,652	$600,795	0.7%	ADD 21%
16	IBNDSPDR SER TR	18,736	$574,633	0.6%	TRIM −6%
17	XLISELECT SECTOR SPDR TR	3,642	$570,374	0.6%	TRIM −7%
18	LQDISHARES TR	5,125	$555,089	0.6%	TRIM −7%
19	XLESELECT SECTOR SPDR TR	8,913	$552,249	0.6%	ADD 7%
20	VNQIVANGUARD INTL EQUITY INDEX F	12,346	$534,952	0.6%	TRIM −31%
21	PTLCPACER FDS TR	10,333	$534,319	0.6%	ADD 49%
22	IJJISHARES TR	4,038	$522,558	0.6%	TRIM −12%
23	CWBSPDR SER TR	5,825	$518,658	0.6%	ADD 15%
24	XLBSELECT SECTOR SPDR TR	10,218	$501,602	0.6%	TRIM −16%
25	EMHYISHARES INC	11,932	$465,050	0.5%	TRIM −14%
26	SPHQINVESCO EXCHANGE TRADED FD T	6,284	$461,623	0.5%	TRIM −17%
27	XLCSELECT SECTOR SPDR TR	4,252	$459,046	0.5%	TRIM −25%
28	TLTISHARES TR	5,237	$454,467	0.5%	TRIM −4%
29	VTEBVANGUARD MUN BD FDS	8,980	$446,935	0.5%	TRIM −21%
30	MLNVANECK ETF TRUST	25,540	$443,885	0.5%	TRIM −30%
31	PKWINVESCO EXCHANGE TRADED FD T	3,444	$442,278	0.5%	TRIM −8%
32	VBNDETF SER SOLUTIONS	10,184	$441,273	0.5%	TRIM −18%
33	POWAINVESCO EXCH TRD SLF IDX FD	5,140	$435,701	0.5%	TRIM −15%
34	XLPSELECT SECTOR SPDR TR	5,308	$434,619	0.5%	ADD 22%
35	VWOBVANGUARD WHITEHALL FDS	6,654	$433,375	0.5%	TRIM −11%
36	CMBSISHARES TR	8,824	$430,611	0.5%	TRIM −25%
37	IGHGPROSHARES TR	5,402	$417,071	0.5%	TRIM −5%
38	XLFSELECT SECTOR SPDR TR	8,488	$410,480	0.5%	TRIM −13%
39	MBBISHARES TR	4,114	$389,678	0.4%	TRIM −26%
40	ITMVANECK ETF TRUST	8,315	$384,985	0.4%	TRIM −29%
41	BSVVANGUARD BD INDEX FDS	4,903	$383,905	0.4%	TRIM −19%
42	SMMUPIMCO ETF TR	7,455	$375,807	0.4%	TRIM −21%
43	VYMIVANGUARD WHITEHALL FDS	4,065	$372,842	0.4%	TRIM −35%
44	MNANEW YORK LIFE INVESTMENTS ET	10,030	$362,986	0.4%	TRIM −17%
45	QYLDGLOBAL X FDS	21,629	$361,204	0.4%	TRIM −4%
46	JNKSPDR SER TR	3,727	$353,171	0.4%	TRIM −17%
47	IFLNINVESCO EXCH TRADED FD TR II	19,542	$347,652	0.4%	TRIM −20%
48	XLUSELECT SECTOR SPDR TR	7,542	$346,329	0.4%	TRIM −48%
49	HDGPROSHARES TR	6,793	$345,733	0.4%	TRIM −16%
50	IVEISHARES TR	1,653	$343,212	0.4%	TRIM −25%
51	VCSHVANGUARD SCOTTSDALE FDS	4,311	$340,741	0.4%	TRIM −24%
52	WIPSPDR SERIES TRUST	8,702	$339,204	0.4%	TRIM −23%
53	HYDVANECK ETF TRUST	6,749	$337,315	0.4%	TRIM −30%
54	FALNISHARES TR	12,579	$332,653	0.4%	TRIM −18%
55	IEFISHARES TR	3,463	$329,920	0.4%	TRIM −17%
56	PTBDPACER FDS TR	16,743	$315,438	0.4%	TRIM −24%
57	DBMFLITMAN GREGORY FDS TR	10,260	$309,955	0.3%	TRIM −40%
58	XYLDGLOBAL X FDS	8,018	$307,570	0.3%	TRIM −12%
59	XLVSELECT SECTOR SPDR TR	2,054	$295,406	0.3%	TRIM −32%
60	NOBLPROSHARES TR	2,602	$272,351	0.3%	TRIM −35%
61	DVYEISHARES INC	7,814	$262,863	0.3%	TRIM −46%
62	DWXSPDR INDEX SHS FDS	5,615	$251,189	0.3%	TRIM −54%
63	SPLVINVESCO EXCH TRADED FD TR II	3,415	$248,544	0.3%	TRIM −39%
64	VTIPVANGUARD MALVERN FDS	4,515	$225,479	0.3%	TRIM −30%
65	TIPXSPDR SERIES TRUST	11,679	$224,003	0.3%	TRIM −29%
66	ACWVISHARES INC	1,856	$218,822	0.2%	TRIM −42%
67	EEMISHARES TR	3,737	$204,601	0.2%	TRIM −49%
68	IQLTISHARES TR	4,503	$201,824	0.2%	TRIM −59%
69	IMTMISHARES TR	4,342	$200,861	0.2%	TRIM −54%
70	EFGISHARES TR	1,786	$192,281	0.2%	TRIM −56%
71	EFVISHARES TR	2,615	$189,221	0.2%	TRIM −57%
72	EWXSPDR INDEX SHS FDS	2,663	$172,296	0.2%	TRIM −49%

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security	2024-Q4	2025-Q1	2025-Q2	2025-Q3	2025-Q4	2026-Q1	Latest value
CMTGCLAROS MTG TR INC	22.3M	20.8M	20.7M	20.6M	20.5M	20.5M	$49M
XLKSELECT SECTOR SPDR TR	—	—	—	—	5K	28K	$4M
GLDSPDR GOLD TR	—	—	—	—	8K	8K	$3M
LBAYTIDAL TRUST I	—	—	—	—	21K	56K	$2M
MTUMISHARES TR	—	—	—	—	4K	7K	$2M
IJTISHARES TR	—	—	—	—	6K	7K	$1M
VNQVANGUARD INDEX FDS	—	—	—	—	6K	12K	$1M
IVWISHARES TR	—	—	—	—	7K	9K	$996,762
IJKISHARES TR	—	—	—	—	7K	10K	$994,852
PSPINVESCO EXCHANGE TRADED FD T	—	—	—	—	6K	18K	$972,063
XLYSELECT SECTOR SPDR TR	—	—	—	—	10K	8K	$855,318
SPHBINVESCO EXCH TRADED FD TR II	—	—	—	—	3K	8K	$846,447
IJSISHARES TR	—	—	—	—	7K	6K	$678,653
SWANAMPLIFY ETF TR	—	—	—	—	13K	21K	$633,460
FTLSFIRST TR EXCH TRADED FD III	—	—	—	—	7K	9K	$600,795

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Hyundai Investments Co., Ltd.