Polianta Ltd

CIK

1695214

Location

ST HELIER, Y9

Portfolio Value

Small $101,907,318

Diversification

Diversified

Filing Date

Global Rank

#5,319 / 8,232 ▼ 58

Top Industry

Oil & Gas E&P 7.9%

3Y Alpha vs SPY

+3.7%

Period ended 2 months ago

Filed Apr 16, 2026 · 59d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+92.8%

SPY

+76.3%

Annualised alpha

+3.7%

Max drawdown

−24.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

70 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

1.7%

−13.6 pts

Top 5

8.3%

−13.2 pts

Top 10

16.3%

−12.0 pts

HHI

144

Diversified−196

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	18.4%	$18,786,931	13
Consumer Cyclical	15.9%	$16,187,205	11
Technology	12.9%	$13,112,714	10
Financial Services	11.2%	$11,370,876	8
Energy	9.6%	$9,771,410	6
Basic Materials	8.6%	$8,738,168	6
Utilities	7.4%	$7,510,901	5
Healthcare	7.3%	$7,452,542	5
Consumer Defensive	5.8%	$5,960,928	4
Communication Services	3.0%	$3,015,643	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	+29,500	129,300	$1,492,122
CHWY	Chewy, Inc.	+10,900	57,100	$1,541,700
KHC	Kraft Heinz Co	+10,000	68,000	$1,529,320
CNC	Centene Corp	+7,800	45,000	$1,473,300
CART	Maplebear Inc.	+6,100	42,300	$1,584,558
PYPL	PayPal Holdings, Inc.	+5,100	29,500	$1,334,285
IONQ	IonQ, Inc.	+5,000	32,500	$936,975
UAL	United Airlines Holdings, Inc.	+3,000	16,300	$1,500,741
BLDR	Builders FirstSource, Inc.	+3,000	16,700	$1,374,911
MSTR	Strategy Inc	+1,500	9,800	$1,223,040
VST	Vistra Corp.	+1,400	9,500	$1,428,135
ELV	Elevance Health, Inc.	+900	5,400	$1,580,850
ALL	Allstate Corp	+600	7,400	$1,534,316
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
PCG	PG&E Corp	−17,100	83,200	$1,461,824
CNH	CNH Industrial N.V.	−15,400	135,600	$1,491,600
OVV	Ovintiv Inc.	−10,000	28,200	$1,673,952
DVN	Devon Energy Corp/De	−9,600	29,400	$1,479,408
INTC	Intel Corp	−8,100	32,200	$1,420,986
BE	Bloom Energy Corp	−6,500	9,700	$1,314,253
OXY	Occidental Petroleum Corp /De/	−6,100	27,000	$1,755,000
MOS	Mosaic Co	−5,600	55,800	$1,422,900
DD	DuPont de Nemours, Inc.	−4,000	33,400	$1,529,720
ADM	Archer-Daniels-Midland Co	−3,900	21,800	$1,584,642
SW	Smurfit Westrock plc	−3,700	33,900	$1,350,915
DECK	Deckers Outdoor Corp	−2,900	13,100	$1,311,179
AU	AngloGold Ashanti PLC	−2,200	15,500	$1,509,080
RRX	Regal Rexnord Corp	−1,900	7,700	$1,441,902
SWK	Stanley Black & Decker, Inc.	−1,500	20,200	$1,435,412
CSL	Carlisle Companies Inc	−500	4,100	$1,367,842
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HAL	Halliburton Co	44,000	$1,715,560
STLA	Stellantis N.V.	234,600	$1,663,314
CDE	Coeur Mining, Inc.	87,500	$1,642,375
EXE	EXPAND ENERGY Corp	14,700	$1,613,766
NRG	Nrg Energy, Inc.	11,000	$1,607,540
SYM	Symbotic Inc.	30,000	$1,596,000
ES	Eversource Energy	22,300	$1,544,944
GNRC	Generac Holdings Inc.	7,900	$1,543,107
EQT	EQT Corp	24,100	$1,533,724
VTRS	Viatris Inc	113,500	$1,533,385
SF	Stifel Financial Corp	20,600	$1,522,752
RBLX	Roblox Corp	26,900	$1,521,464
PGR	Progressive Corp/Oh/	7,600	$1,506,624
RIVN	Rivian Automotive, Inc. / DE	100,100	$1,506,505
CTSH	Cognizant Technology Solutions Corp	24,500	$1,503,075
EL	Estee Lauder Companies Inc	20,900	$1,499,993
ZG	Zillow Group, Inc.	36,100	$1,494,179
ACN	Accenture plc	7,500	$1,487,175
TOL	Toll Brothers, Inc.	10,800	$1,473,876
TLN	Talen Energy Corp	4,600	$1,468,458
NEM	NEWMONT Corp /DE/	13,500	$1,461,375
JBHT	Hunt J B Transport Services Inc	6,800	$1,440,920
SYF	Synchrony Financial	21,000	$1,428,420
LEN	Lennar Corp /New/	16,100	$1,398,124
MU	Micron Technology Inc	4,000	$1,351,360
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	27,000	$18,411,840
RKLB	Rocket Lab Corp	32,800	$2,288,128
WBD	Warner Bros. Discovery, Inc.	61,400	$1,769,548
LULU	lululemon athletica inc.	8,200	$1,704,042
ALGN	Align Technology Inc	10,400	$1,623,960
SATS	EchoStar CORP	14,400	$1,565,280
CPNG	Coupang, Inc.	65,700	$1,549,863
AVAV	AeroVironment Inc	6,400	$1,548,096
NFLX	Netflix Inc	16,200	$1,518,912
JLL	Jones Lang Lasalle Inc	4,500	$1,514,115
TOST	Toast, Inc.	42,600	$1,512,726
GFS	GLOBALFOUNDRIES Inc.	43,300	$1,512,036
HUM	Humana Inc	5,900	$1,511,167
UTHR	UNITED THERAPEUTICS Corp	3,100	$1,510,475
CBOE	Cboe Global Markets, Inc.	6,000	$1,506,000
CMCSA	Comcast Corp	53,600	$1,501,502
NOW	ServiceNow, Inc.	9,800	$1,501,262
CF	CF Industries Holdings, Inc.	19,200	$1,484,928
ON	On Semiconductor Corp	27,400	$1,483,710
SJM	J M SMUCKER Co	14,900	$1,457,369
TAP	Molson Coors Beverage Co	30,100	$1,405,068
XYZ	Block, Inc.	21,500	$1,399,435
ZS	Zscaler, Inc.	6,200	$1,394,504
GLXY	Galaxy Digital Inc.	61,700	$1,379,612
RGTI	Rigetti Computing, Inc.	61,800	$1,368,870
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

70 positions · $101,907,318 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
OXY	Occidental Petroleum Corp /De/ Energy	Reduced	27,000	-6,100	$1,755,000	+28.9%	1.72%
HAL	Halliburton Co Energy	NEW	44,000	NEW	$1,715,560	NEW	1.68%
RNR	Renaissancere Holdings Ltd Financial Services	Held	5,700	0	$1,694,211	+5.7%	1.66%
OVV	Ovintiv Inc. Energy	Reduced	28,200	-10,000	$1,673,952	+11.8%	1.64%
STLA	Stellantis N.V. Consumer Cyclical	NEW	234,600	NEW	$1,663,314	NEW	1.63%
CDE	Coeur Mining, Inc. Basic Materials	NEW	87,500	NEW	$1,642,375	NEW	1.61%
EXE	EXPAND ENERGY Corp Energy	NEW	14,700	NEW	$1,613,766	NEW	1.58%
NRG	Nrg Energy, Inc. Utilities	NEW	11,000	NEW	$1,607,540	NEW	1.58%
DAL	Delta Air Lines, Inc. Industrials	Held	24,100	0	$1,602,168	−4.2%	1.57%
SYM	Symbotic Inc. Industrials	NEW	30,000	NEW	$1,596,000	NEW	1.57%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Reduced	21,800	-3,900	$1,584,642	+7.3%	1.55%
CART	Maplebear Inc. Consumer Cyclical	Added	42,300	+6,100	$1,584,558	−2.7%	1.55%
ELV	Elevance Health, Inc. Healthcare	Added	5,400	+900	$1,580,850	+0.2%	1.55%
SNX	Td Synnex Corp Technology	Held	9,200	0	$1,552,132	+12.3%	1.52%
ES	Eversource Energy Utilities	NEW	22,300	NEW	$1,544,944	NEW	1.52%
GNRC	Generac Holdings Inc. Industrials	NEW	7,900	NEW	$1,543,107	NEW	1.51%
CHWY	Chewy, Inc. Consumer Cyclical	Added	57,100	+10,900	$1,541,700	+1.0%	1.51%
ALL	Allstate Corp Financial Services	Added	7,400	+600	$1,534,316	+8.4%	1.51%
EQT	EQT Corp Energy	NEW	24,100	NEW	$1,533,724	NEW	1.51%
VTRS	Viatris Inc Healthcare	NEW	113,500	NEW	$1,533,385	NEW	1.50%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	33,400	-4,000	$1,529,720	+1.7%	1.50%
KHC	Kraft Heinz Co Consumer Defensive	Added	68,000	+10,000	$1,529,320	+8.7%	1.50%
SF	Stifel Financial Corp Financial Services	NEW	20,600	NEW	$1,522,752	NEW	1.49%
RBLX	Roblox Corp Communication Services	NEW	26,900	NEW	$1,521,464	NEW	1.49%
CI	Cigna Group Healthcare	Held	5,700	0	$1,520,475	−3.1%	1.49%
AU	AngloGold Ashanti PLC Basic Materials	Reduced	15,500	-2,200	$1,509,080	−0.0%	1.48%
PGR	Progressive Corp/Oh/ Financial Services	NEW	7,600	NEW	$1,506,624	NEW	1.48%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	NEW	100,100	NEW	$1,506,505	NEW	1.48%
CTSH	Cognizant Technology Solutions Corp Technology	NEW	24,500	NEW	$1,503,075	NEW	1.47%
UAL	United Airlines Holdings, Inc. Industrials	Added	16,300	+3,000	$1,500,741	+0.9%	1.47%
EL	Estee Lauder Companies Inc Consumer Defensive	NEW	20,900	NEW	$1,499,993	NEW	1.47%
ZG	Zillow Group, Inc. Communication Services	NEW	36,100	NEW	$1,494,179	NEW	1.47%
F	Ford Motor Co Consumer Cyclical	Added	129,300	+29,500	$1,492,122	+14.0%	1.46%
CNH	CNH Industrial N.V. Industrials	Reduced	135,600	-15,400	$1,491,600	+7.1%	1.46%
GM	General Motors Co Consumer Cyclical	Held	20,000	0	$1,490,000	−8.4%	1.46%
ACN	Accenture plc Technology	NEW	7,500	NEW	$1,487,175	NEW	1.46%
DVN	Devon Energy Corp/De Energy	Reduced	29,400	-9,600	$1,479,408	+3.6%	1.45%
TOL	Toll Brothers, Inc. Consumer Cyclical	NEW	10,800	NEW	$1,473,876	NEW	1.45%
CNC	Centene Corp Healthcare	Added	45,000	+7,800	$1,473,300	−3.8%	1.45%
TLN	Talen Energy Corp Utilities	NEW	4,600	NEW	$1,468,458	NEW	1.44%
PCG	PG&E Corp Utilities	Reduced	83,200	-17,100	$1,461,824	−9.3%	1.43%
NEM	NEWMONT Corp /DE/ Basic Materials	NEW	13,500	NEW	$1,461,375	NEW	1.43%
RRX	Regal Rexnord Corp Industrials	Reduced	7,700	-1,900	$1,441,902	+7.0%	1.41%
JBHT	Hunt J B Transport Services Inc Industrials	NEW	6,800	NEW	$1,440,920	NEW	1.41%
SWK	Stanley Black & Decker, Inc. Industrials	Reduced	20,200	-1,500	$1,435,412	−10.9%	1.41%
SYF	Synchrony Financial Financial Services	NEW	21,000	NEW	$1,428,420	NEW	1.40%
VST	Vistra Corp. Utilities	Added	9,500	+1,400	$1,428,135	+9.3%	1.40%
MOS	Mosaic Co Basic Materials	Reduced	55,800	-5,600	$1,422,900	−3.8%	1.40%
INTC	Intel Corp Technology	Reduced	32,200	-8,100	$1,420,986	−4.4%	1.39%
LEN	Lennar Corp /New/ Consumer Cyclical	NEW	16,100	NEW	$1,398,124	NEW	1.37%