Polianta Ltd

CIK

1695214

Location

ST HELIER, Y9

Portfolio Value

Small $808,841,110

Diversification

Highly concentrated

Filing Date

Global Rank

#2,772 / 8,811 ▲ 2553

Top Industry

Oil & Gas E&P 7.9%

Period ended 4 months ago

Filed Jul 8, 2026 · 4mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 85.6% of the book (60%+)

Turnover

High turnover

156.6% over the last four quarters (100%+)

Horizon

Horizon unknown

The value-weighted holding period is at least 3.6 quarters, but 3.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 95.3%; sector active share 75.2% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

85 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

68.8%

+54.9 pts

Top 5

83.2%

+38.3 pts

Top 10

85.6%

+30.0 pts

HHI

4,803

Highly concentrated+4,260

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	84.6%	$684,041,981	16
Technology	2.5%	$20,299,807	11
Consumer Cyclical	2.5%	$19,988,138	11
Healthcare	1.8%	$14,817,616	8
Financial Services	1.8%	$14,493,146	8
Industrials	1.6%	$12,840,644	7
Energy	1.4%	$11,638,266	7
Communication Services	1.2%	$9,419,706	5
Utilities	1.1%	$8,911,564	5
Basic Materials	0.9%	$7,012,772	4
Consumer Defensive	0.7%	$5,377,470	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
REET	iShares Global REIT ETF	+194,000	4,427,000	$122,273,740
STLA	Stellantis N.V.	+87,200	321,800	$1,847,132
FXI	iShares China Large-Cap ETF	+71,600	301,500	$9,524,385
CDE	Coeur Mining, Inc.	+26,700	114,200	$1,863,744
MOS	Mosaic Co	+22,400	78,200	$1,657,058
ZG	Zillow Group, Inc.	+22,000	58,100	$1,822,597
CTSH	Cognizant Technology Solutions Corp	+20,200	44,700	$1,731,231
PCG	PG&E Corp	+17,800	101,000	$1,698,820
RBLX	Roblox Corp	+15,200	42,100	$2,289,398
VDE	VANGUARD ENERGY INDEX FUND	+14,400	69,600	$10,449,048
DVN	Devon Energy Corp/De	+13,700	43,100	$1,780,892
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+12,200	209,500	$12,505,055
PYPL	PayPal Holdings, Inc.	+8,600	38,100	$1,645,158
BLDR	Builders FirstSource, Inc.	+6,200	22,900	$2,049,092
APTV	Aptiv PLC	+6,100	25,900	$1,589,742
SCHG	Schwab U.S. Large-Cap Growth ETF	+5,900	319,200	$10,801,728
EQT	EQT Corp	+5,700	29,800	$1,584,466
NEM	NEWMONT Corp /DE/	+5,700	19,200	$1,793,280
AU	AngloGold Ashanti PLC	+5,500	21,000	$1,698,690
SYM	Symbotic Inc.	+5,000	35,000	$1,573,250
DECK	Deckers Outdoor Corp	+4,900	18,000	$1,787,220
OXY	Occidental Petroleum Corp /De/	+4,800	31,800	$1,544,526
EWJ	iShares MSCI Japan ETF	+4,500	184,900	$17,245,623
DLTR	Dollar Tree, Inc.	+3,800	16,100	$1,947,295
LEN	Lennar Corp /New/	+3,700	19,800	$1,791,702
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−17,300	14,900	$2,080,487
CNC	Centene Corp	−17,100	27,900	$1,790,901
AMKR	Amkor Technology, Inc.	−3,400	24,500	$2,112,635
BE	Bloom Energy Corp	−3,300	6,400	$1,937,280
IVW	iShares S&P 500 Growth ETF	−2,900	78,000	$10,727,340
UAL	United Airlines Holdings, Inc.	−2,800	13,500	$1,835,865
SNX	Td Synnex Corp	−2,600	6,600	$1,764,444
SNDK	Sandisk Corp	−1,200	900	$2,046,357
ELV	Elevance Health, Inc.	−700	4,700	$1,817,631
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
EWC	iShares Trust	296,600	$17,096,024
EWA	iShares MSCI Australia ETF	592,900	$16,696,064
VIS	VANGUARD INDUSTRIALS INDEX FUND	29,500	$10,631,210
EWZ	iShares MSCI Brazil ETF	271,200	$9,356,400
DVA	Davita Inc.	9,300	$2,069,064
OSK	Oshkosh Corp	13,100	$2,010,588
DHI	Horton D R Inc /De/	12,300	$2,003,424
THC	Tenet Healthcare Corp	10,700	$2,001,756
EG	Everest Group, Ltd.	5,600	$2,000,488
CIEN	Ciena Corp	4,000	$1,962,240
SAIL	SailPoint, Inc.	133,100	$1,948,584
EXPE	Expedia Group, Inc.	7,600	$1,944,688
ICLR	Icon PLC	10,800	$1,876,068
OKTA	Okta, Inc.	13,700	$1,869,365
SITM	SITIME Corp	2,500	$1,863,900
VG	Venture Global, Inc.	164,400	$1,829,772
APA	APA Corp	54,700	$1,781,579
CHTR	Charter Communications, Inc. /Mo/	12,500	$1,777,625
CMCSA	Comcast Corp	72,000	$1,767,600
CEG	Constellation Energy Corp	7,100	$1,763,427
NXT	Nextpower Inc.	14,800	$1,763,272
OMC	Omnicom Group Inc.	24,200	$1,762,486
WTW	Willis Towers Watson PLC	6,500	$1,698,905
CVNA	Carvana Co.	25,500	$1,678,410
GMED	Globus Medical Inc	21,000	$1,659,210
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EWL	iShares MSCI Switzerland ETF	258,700	$15,214,147
PHO	Victory Portfolios II	153,700	$10,276,382
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	67,500	$8,970,750
HAL	Halliburton Co	44,000	$1,715,560
DAL	Delta Air Lines, Inc.	24,100	$1,602,168
ES	Eversource Energy	22,300	$1,544,944
GNRC	Generac Holdings Inc.	7,900	$1,543,107
CHWY	Chewy, Inc.	57,100	$1,541,700
DD	DuPont de Nemours, Inc.	33,400	$1,529,719
KHC	Kraft Heinz Co	68,000	$1,529,320
SF	Stifel Financial Corp	20,600	$1,522,752
CI	Cigna Group	5,700	$1,520,475
F	Ford Motor Co	129,300	$1,492,122
CNH	CNH Industrial N.V.	135,600	$1,491,600
JBHT	Hunt J B Transport Services Inc	6,800	$1,440,920
SWK	Stanley Black & Decker, Inc.	20,200	$1,435,412
CSL	Carlisle Companies Inc	4,100	$1,367,842
MU	Micron Technology Inc	4,000	$1,351,360
SW	Smurfit Westrock plc	33,900	$1,350,915
GPN	Global Payments Inc	19,900	$1,339,270
PL	Planet Labs PBC	47,900	$1,338,805
MSTR	Strategy Inc	9,800	$1,223,040
MP	MP Materials Corp. / DE	24,300	$1,172,718
SOFI	SoFi Technologies, Inc.	71,800	$1,140,184
SMCI	Super Micro Computer, Inc.	46,000	$1,047,420
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

85 tracked positions · $808,841,110 total · filing declares 86 positions · $808,802 · as of Jun 30, 2026

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

Showing 1–50 of 85 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	Held	2,151,000	0	$207,442,440	—	3	unpriced	25.65%
USHY	iShares Broad USD High Yield Corporate Bond ETF	Held	4,835,000	0	$178,991,700	—	3	unpriced	22.13%
REET	iShares Global REIT ETF	Added	4,427,000	+194,000	$122,273,740	—	3	unpriced	15.12%
FIW	First Trust Water ETF	Held	267,700	0	$29,318,504	+6.2%	26+	before history	3.62%
EWJ	iShares MSCI Japan ETF	Added	184,900	+4,500	$17,245,623	+13.2%	3	$82.37	2.13%
EWC	iShares Trust	NEW	296,600	NEW	$17,096,024	NEW	1	unpriced	2.11%
EWA	iShares MSCI Australia ETF	NEW	592,900	NEW	$16,696,064	NEW	1	$29.00	2.06%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	209,500	+12,200	$12,505,055	+17.3%	2	$56.18	1.55%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	319,200	+5,900	$10,801,728	+18.4%	2	$31.12	1.34%
OEF	iShares S&P 100 ETF	Added	29,400	+1,100	$10,756,578	—	2	unpriced	1.33%
IVW	iShares S&P 500 Growth ETF	Reduced	78,000	-2,900	$10,727,340	—	2	unpriced	1.33%
VIS	VANGUARD INDUSTRIALS INDEX FUND	NEW	29,500	NEW	$10,631,210	NEW	1	unpriced	1.31%
VDE	VANGUARD ENERGY INDEX FUND	Added	69,600	+14,400	$10,449,048	+9.4%	2	unpriced	1.29%
VHT	VANGUARD HEALTH CARE INDEX FUND	Held	34,200	0	$10,226,142	+9.8%	2	unpriced	1.26%
FXI	iShares China Large-Cap ETF	Added	301,500	+71,600	$9,524,385	—	4	unpriced	1.18%
EWZ	iShares MSCI Brazil ETF	NEW	271,200	NEW	$9,356,400	NEW	1	$37.37	1.16%
RBLX	Roblox Corp Communication Services	Added	42,100	+15,200	$2,289,398	+50.5%	2	$60.87	0.28%
AMKR	Amkor Technology, Inc. Technology	Reduced	24,500	-3,400	$2,112,635	+68.2%	2	$47.91	0.26%
INTC	Intel Corp Technology	Reduced	14,900	-17,300	$2,080,487	+46.4%	4	$24.23	0.26%
DVA	Davita Inc. Healthcare	NEW	9,300	NEW	$2,069,064	NEW	1	$181.70	0.26%
TOL	Toll Brothers, Inc. Consumer Cyclical	Added	12,500	+1,700	$2,059,375	+39.7%	2	$146.21	0.25%
BLDR	Builders FirstSource, Inc. Industrials	Added	22,900	+6,200	$2,049,092	+49.0%	3	$102.84	0.25%
SNDK	Sandisk Corp Technology	Reduced	900	-1,200	$2,046,357	+53.4%	2	$564.88	0.25%
OSK	Oshkosh Corp Industrials	NEW	13,100	NEW	$2,010,588	NEW	1	$140.90	0.25%
DHI	Horton D R Inc /De/ Consumer Cyclical	NEW	12,300	NEW	$2,003,424	NEW	1	$149.24	0.25%
CART	Maplebear Inc. Consumer Cyclical	Held	42,300	0	$2,002,905	+26.4%	6	$43.10	0.25%
THC	Tenet Healthcare Corp Healthcare	NEW	10,700	NEW	$2,001,756	NEW	1	$183.85	0.25%
EG	Everest Group, Ltd. Financial Services	NEW	5,600	NEW	$2,000,488	NEW	1	$342.41	0.25%
CIEN	Ciena Corp Technology	NEW	4,000	NEW	$1,962,240	NEW	1	$509.94	0.24%
SAIL	SailPoint, Inc. Technology	NEW	133,100	NEW	$1,948,584	NEW	1	$13.62	0.24%
DLTR	Dollar Tree, Inc. Consumer Defensive	Added	16,100	+3,800	$1,947,295	+44.6%	2	$117.87	0.24%
EXPE	Expedia Group, Inc. Consumer Cyclical	NEW	7,600	NEW	$1,944,688	NEW	1	$237.51	0.24%
PGR	Progressive Corp/Oh/ Financial Services	Added	8,900	+1,300	$1,944,205	+29.0%	2	$205.68	0.24%
BE	Bloom Energy Corp Industrials	Reduced	6,400	-3,300	$1,937,280	+47.4%	3	$105.07	0.24%
ICLR	Icon PLC Healthcare	NEW	10,800	NEW	$1,876,068	NEW	1	$127.30	0.23%
OKTA	Okta, Inc. Technology	NEW	13,700	NEW	$1,869,365	NEW	1	$94.04	0.23%
SITM	SITIME Corp Technology	NEW	2,500	NEW	$1,863,900	NEW	1	$630.55	0.23%
CDE	Coeur Mining, Inc. Basic Materials	Added	114,200	+26,700	$1,863,744	+13.5%	2	$20.94	0.23%
VST	Vistra Corp. Utilities	Added	11,700	+2,200	$1,855,971	+30.0%	3	$174.64	0.23%
SYF	Synchrony Financial Financial Services	Added	24,400	+3,400	$1,855,620	+29.9%	2	$72.82	0.23%
STLA	Stellantis N.V. Consumer Cyclical	Added	321,800	+87,200	$1,847,132	+11.1%	2	$8.11	0.23%
UAL	United Airlines Holdings, Inc. Industrials	Reduced	13,500	-2,800	$1,835,865	+22.3%	12	$63.97	0.23%
RRX	Regal Rexnord Corp Industrials	Held	7,700	0	$1,834,063	+27.2%	11	$132.81	0.23%
ALL	Allstate Corp Financial Services	Added	7,700	+300	$1,832,138	+19.4%	3	$205.23	0.23%
VG	Venture Global, Inc. Energy	NEW	164,400	NEW	$1,829,772	NEW	1	$12.65	0.23%
NRG	Nrg Energy, Inc. Utilities	Added	12,500	+1,500	$1,825,750	+13.6%	2	$155.75	0.23%
ZG	Zillow Group, Inc. Communication Services	Added	58,100	+22,000	$1,822,597	+22.0%	2	$47.44	0.23%
ELV	Elevance Health, Inc. Healthcare	Reduced	4,700	-700	$1,817,631	+15.0%	4	$313.96	0.22%
RNR	Renaissancere Holdings Ltd Financial Services	Held	5,700	0	$1,806,330	+6.6%	3	$263.15	0.22%
VTRS	Viatris Inc Healthcare	Held	113,500	0	$1,802,380	+17.5%	2	$14.00	0.22%

Showing the top 50 of 85 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.