Topor & Co. Korea

Q2 2026 13F-HR Holdings

Location
Seoul, M5
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
19
Total value ($000)
$126,854
Net value change ($000)
+8,604 (7.3%)
New positions
1
Sold out positions
0
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VT 3,604 11.5%
VOO 3,417 13.7%
ACWI 2,131 11.7%
EWY 1,006 NEW
SPHQ 769 20.6%
SGOV 629 26.2%
TBUX 237 54.4%
VEA 213 11.2%
IEMG 151 18.7%
VWO 127 10.4%
Top Reduces (Value $000, Stocks/ETFs)
IAU -1,750 -14.9%
VEU -1,691 -15.3%
AGG -130 -4.8%
BND -128 -4.7%
STIP -11 -1.3%
SLQD -5 -0.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type