Polianta Ltd

CIK

1695214

Location

ST HELIER, Y9

Portfolio Value

Small $124,799,129

Diversification

Diversified

Filing Date

Global Rank

#148 / 295 ▲ 5445

Top Industry

Oil & Gas E&P 7.9%

3Y Alpha vs SPY

+1.0%

Period ended 9 days ago

Filed Jul 8, 2026 · 1d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+80.4%

SPY

+76.0%

Annualised alpha

+1.0%

Max drawdown

−24.2%

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

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

Top Position

1.8%

−2.5 pts

Top 5

8.5%

−2.4 pts

Top 10

16.6%

−2.0 pts

HHI

146

Diversified−7

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	16.3%	$20,299,807	11
Consumer Cyclical	16.0%	$19,988,138	11
Healthcare	11.9%	$14,817,616	8
Financial Services	11.6%	$14,493,146	8
Industrials	10.3%	$12,840,644	7
Energy	9.3%	$11,638,266	7
Communication Services	7.5%	$9,419,706	5
Utilities	7.1%	$8,911,564	5
Basic Materials	5.6%	$7,012,772	4
Consumer Defensive	4.3%	$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
STLA	Stellantis N.V.	+87,200	321,800	$1,847,132
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
DVN	Devon Energy Corp/De	+13,700	43,100	$1,780,892
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
NEM	NEWMONT Corp /DE/	+5,700	19,200	$1,793,280
EQT	EQT Corp	+5,700	29,800	$1,584,466
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
DLTR	Dollar Tree, Inc.	+3,800	16,100	$1,947,295
LEN	Lennar Corp /New/	+3,700	19,800	$1,791,702
SYF	Synchrony Financial	+3,400	24,400	$1,855,620
EXE	EXPAND ENERGY Corp	+3,200	17,900	$1,632,301
VST	Vistra Corp.	+2,200	11,700	$1,855,971
IREN	IREN Ltd	+2,100	37,400	$1,710,302
ACN	Accenture plc	+1,800	9,300	$1,157,292
TOL	Toll Brothers, Inc.	+1,700	12,500	$2,059,375
No positions match the current search.

Trimmed

Positions the filer reduced

8 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
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

22 positions

Ticker	Company	Shares	Value
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
KTOS	Kratos Defense & Security Solutions, Inc.	32,100	$1,600,506
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
DD	DuPont de Nemours, Inc.	33,400	$4,589,160
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
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
IONQ	IonQ, Inc.	32,500	$936,975
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

69 positions · $124,799,129 total · 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 69 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RBLX	Roblox Corp Communication Services	Added	42,100	+15,200	$2,289,398	+50.5%	1.83%
AMKR	Amkor Technology, Inc. Technology	Reduced	24,500	-3,400	$2,112,635	+68.2%	1.69%
INTC	Intel Corp Technology	Reduced	14,900	-17,300	$2,080,487	+46.4%	1.67%
DVA	Davita Inc. Healthcare	NEW	9,300	NEW	$2,069,064	NEW	1.66%
TOL	Toll Brothers, Inc. Consumer Cyclical	Added	12,500	+1,700	$2,059,375	+39.7%	1.65%
BLDR	Builders FirstSource, Inc. Industrials	Added	22,900	+6,200	$2,049,092	+49.0%	1.64%
SNDK	Sandisk Corp Technology	Reduced	900	-1,200	$2,046,357	+53.4%	1.64%
OSK	Oshkosh Corp Industrials	NEW	13,100	NEW	$2,010,588	NEW	1.61%
DHI	Horton D R Inc /De/ Consumer Cyclical	NEW	12,300	NEW	$2,003,424	NEW	1.61%
CART	Maplebear Inc. Consumer Cyclical	Held	42,300	0	$2,002,905	+26.4%	1.60%
THC	Tenet Healthcare Corp Healthcare	NEW	10,700	NEW	$2,001,756	NEW	1.60%
EG	Everest Group, Ltd. Financial Services	NEW	5,600	NEW	$2,000,488	NEW	1.60%
CIEN	Ciena Corp Technology	NEW	4,000	NEW	$1,962,240	NEW	1.57%
SAIL	SailPoint, Inc. Technology	NEW	133,100	NEW	$1,948,584	NEW	1.56%
DLTR	Dollar Tree, Inc. Consumer Defensive	Added	16,100	+3,800	$1,947,295	+44.6%	1.56%
EXPE	Expedia Group, Inc. Consumer Cyclical	NEW	7,600	NEW	$1,944,688	NEW	1.56%
PGR	Progressive Corp/Oh/ Financial Services	Added	8,900	+1,300	$1,944,205	+29.0%	1.56%
BE	Bloom Energy Corp Industrials	Reduced	6,400	-3,300	$1,937,280	+47.4%	1.55%
ICLR	Icon PLC Healthcare	NEW	10,800	NEW	$1,876,068	NEW	1.50%
OKTA	Okta, Inc. Technology	NEW	13,700	NEW	$1,869,365	NEW	1.50%
SITM	SITIME Corp Technology	NEW	2,500	NEW	$1,863,900	NEW	1.49%
CDE	Coeur Mining, Inc. Basic Materials	Added	114,200	+26,700	$1,863,744	+13.5%	1.49%
VST	Vistra Corp. Utilities	Added	11,700	+2,200	$1,855,971	+30.0%	1.49%
SYF	Synchrony Financial Financial Services	Added	24,400	+3,400	$1,855,620	+29.9%	1.49%
STLA	Stellantis N.V. Consumer Cyclical	Added	321,800	+87,200	$1,847,132	+11.1%	1.48%
UAL	United Airlines Holdings, Inc. Industrials	Reduced	13,500	-2,800	$1,835,865	+22.3%	1.47%
RRX	Regal Rexnord Corp Industrials	Held	7,700	0	$1,834,063	+27.2%	1.47%
ALL	Allstate Corp Financial Services	Added	7,700	+300	$1,832,138	+19.4%	1.47%
VG	Venture Global, Inc. Energy	NEW	164,400	NEW	$1,829,772	NEW	1.47%
NRG	Nrg Energy, Inc. Utilities	Added	12,500	+1,500	$1,825,750	+13.6%	1.46%
ZG	Zillow Group, Inc. Communication Services	Added	58,100	+22,000	$1,822,597	+22.0%	1.46%
ELV	Elevance Health, Inc. Healthcare	Reduced	4,700	-700	$1,817,631	+15.0%	1.46%
RNR	Renaissancere Holdings Ltd Financial Services	Held	5,700	0	$1,806,330	+6.6%	1.45%
VTRS	Viatris Inc Healthcare	Held	113,500	0	$1,802,380	+17.5%	1.44%
MEDP	Medpace Holdings, Inc. Healthcare	Added	3,400	+600	$1,800,606	+33.9%	1.44%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	19,200	+5,700	$1,793,280	+22.7%	1.44%
LEN	Lennar Corp /New/ Consumer Cyclical	Added	19,800	+3,700	$1,791,702	+28.2%	1.44%
CNC	Centene Corp Healthcare	Reduced	27,900	-17,100	$1,790,901	+21.6%	1.44%
DECK	Deckers Outdoor Corp Consumer Cyclical	Added	18,000	+4,900	$1,787,220	+36.3%	1.43%
APA	APA Corp Energy	NEW	54,700	NEW	$1,781,579	NEW	1.43%
DVN	Devon Energy Corp/De Energy	Added	43,100	+13,700	$1,780,892	+20.4%	1.43%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Added	23,300	+1,500	$1,780,120	+12.3%	1.43%
CHTR	Charter Communications, Inc. /Mo/ Communication Services	NEW	12,500	NEW	$1,777,625	NEW	1.42%
CMCSA	Comcast Corp Communication Services	NEW	72,000	NEW	$1,767,600	NEW	1.42%
TLN	Talen Energy Corp Utilities	Held	4,600	0	$1,767,596	+20.4%	1.42%
SNX	Td Synnex Corp Technology	Reduced	6,600	-2,600	$1,764,444	+13.7%	1.41%
CEG	Constellation Energy Corp Utilities	NEW	7,100	NEW	$1,763,427	NEW	1.41%
NXT	Nextpower Inc. Technology	NEW	14,800	NEW	$1,763,272	NEW	1.41%
OMC	Omnicom Group Inc. Communication Services	NEW	24,200	NEW	$1,762,486	NEW	1.41%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Added	100,400	+300	$1,741,940	+15.6%	1.40%