PL

Polianta Ltd

Momentum follower

Total reported value

$808.8M

Reporting period: 2026-06-30 · Number of holdings: 86

Polianta Ltd disclosed 86 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $808.8M and a quarterly turnover rate of 30.1%.

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Personality snowflake

Concentration
56.86
Portfolio Stability
30.13
Momentum/Contrarian
100
Sector conviction
34.05
Diversification
100
Sizing Uniformity
66.3

Recent moves

  • New buy EWC

  • New buy EWA

  • Sold out EWL

  • Sold out EZU

  • Sold out PHO

  • New buy VIS

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1EMBIshares Jp Morgan Usd EmergiETF-Other25.65%-1.16%—
2USHYIshares Broad Usd High YieldETF-High Yield22.13%——
3REETIshares Global Reit ETFETF-Other15.12%+0.99%+4.58%
4FIWFirst Trust Water ETFETF-Other3.62%-0.04%—
5EWJIshares Msci Japan ETFETF-Other2.13%+0.11%+2.49%
6EWCIshares Msci Canada ETFETF-Other2.11%+2.11%NEW
7EWAIshares Msci Australia ETFETF-Other2.06%+2.06%NEW
8VWOVanguard Ftse Emerging MarkeETF-Emerging Markets1.55%+0.13%+6.18%
9SCHGSchwab US Large-cap GrowthETF-Other1.34%+0.13%+1.88%
10OEFIshares S&p 100 ETFETF-Other1.33%+0.14%+3.89%
11IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth1.33%+0.12%-3.58%
12VISVanguard Industrials ETFETF-Other1.31%+1.31%NEW
13VDEVanguard Energy ETFETF-Other1.29%—+26.09%
14VHTVanguard Health Care ETFETF-Other1.26%——
15FXIIshares China Large-cap ETFETF-Emerging Markets1.18%—+31.14%
16EWZIshares Msci Brazil ETFETF-Other1.16%+1.16%NEW
17RBLXRoblox CORP -class AStock-Comm Services0.28%—+56.51%
18AMKRAmkor Technology INCStock-Tech0.26%—-12.19%
19INTCIntel CORPStock-Tech0.26%—-53.73%
20DVADavita INCStock-Healthcare0.26%+0.26%NEW
21TOLToll Brothers INCStock-Consumer Disc0.25%—+15.74%
22BLDRBuilders Firstsource INCStock-Industrials0.25%—+37.13%
23SNDKSandisk CORPStock-Tech0.25%—-57.14%
24OSKOshkosh CORPStock-Industrials0.25%+0.25%NEW
25DHIDr Horton INCStock-Consumer Disc0.25%+0.25%NEW
26CARTMaplebear INCStock-Consumer Disc0.25%——
27THCTenet Healthcare CORPStock-Healthcare0.25%+0.25%NEW
28EGEverest Group, Ltd.Stock-Financials0.25%+0.25%NEW
29CIENCiena CORPStock-Tech0.24%+0.24%NEW
30SAILSailpoint INCStock-Other0.24%+0.24%NEW
31DLTRDollar Tree INCStock-Consumer Staples0.24%—+30.89%
32EXPEExpedia Group INCStock-Consumer Disc0.24%+0.24%NEW
33PGRProgressive CORPStock-Financials0.24%—+17.11%
34BEBloom Energy Corp- AStock-Industrials0.24%—-34.02%
35ICLRICON Public Limited CompanyStock-Healthcare0.23%+0.23%NEW
36OKTAOkta INCStock-Tech0.23%+0.23%NEW
37CDECoeur Mining INCStock-Materials0.23%—+30.51%
38SITMSitime CORPStock-Tech0.23%+0.23%NEW
39VSTVistra CORPStock-Utilities0.23%—+23.16%
40SYFSynchrony FinancialStock-Financials0.23%—+16.19%
41STLAStellantis N.V.Stock-Consumer Disc0.23%—+37.17%
42UALUnited Airlines Holdings INCStock-Industrials0.23%—-17.18%
43RRXRegal Rexnord CORPStock-Industrials0.23%——
44ALLAllstate CORPStock-Financials0.23%—+4.05%
45VGVenture Global Inc-cl AStock-Energy0.23%+0.23%NEW
46NRGNrg Energy INCStock-Utilities0.23%—+13.64%
47ZGZillow Group INC - AStock-Comm Services0.23%—+60.94%
48ELVElevance Health INCStock-Healthcare0.22%—-12.96%
49RNRRenaissanceRe Holdings Ltd.Stock-Financials0.22%——
50VTRSViatris INCStock-Healthcare0.22%——
1–50 of 86

Holding changes this quarter

Polianta Ltd's most significant position changes for 2026-06-30: New buy: Ishares Msci Canada ETF (EWC); New buy: Ishares Msci Australia ETF (EWA); Sold out: Ishares Msci Switzerland ETF (EWL); Sold out: Ishares Msci Eurozone ETF (EZU); New buy: Vanguard Industrials ETF (VIS).

Position changes disclosed by Polianta Ltd for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1EWCIshares Msci Canada ETF+2.1%NEWNew buy
2EWAIshares Msci Australia ETF+2.1%NEWNew buy
3VISVanguard Industrials ETF+1.3%NEWNew buy
4EWZIshares Msci Brazil ETF+1.2%NEWNew buy
5REETIshares Global Reit ETF+1%+4.58%Add
6DVADavita INC+0.3%NEWNew buy
7OSKOshkosh CORP+0.3%NEWNew buy
8DHIDr Horton INC+0.3%NEWNew buy
9THCTenet Healthcare CORP+0.3%NEWNew buy
10EGEverest Group, Ltd.+0.3%NEWNew buy
11CIENCiena CORP+0.2%NEWNew buy
12SAILSailpoint INC+0.2%NEWNew buy
13EXPEExpedia Group INC+0.2%NEWNew buy
14ICLRICON Public Limited Company+0.2%NEWNew buy
15OKTAOkta INC+0.2%NEWNew buy
16SITMSitime CORP+0.2%NEWNew buy
17VGVenture Global Inc-cl A+0.2%NEWNew buy
18APAApa CORP+0.2%NEWNew buy
19CHTRCharter Communications Inc-a+0.2%NEWNew buy
20CMCSAComcast Corp-class A+0.2%NEWNew buy
21NXTNextpower Inc-cl A+0.2%NEWNew buy
22CEGConstellation Energy+0.2%NEWNew buy
23OMCOmnicom Group+0.2%NEWNew buy
24WTWWillis Towers Watson Public Limited Company+0.2%NEWNew buy
25CVNACarvana Co+0.2%NEWNew buy
26GMEDGlobus Medical INC - A+0.2%NEWNew buy
27KTOSKratos Defense & Security+0.2%NEWNew buy
28OEFIshares S&p 100 ETF+0.1%+3.89%Add
29VWOVanguard Ftse Emerging Marke+0.1%+6.18%Add
30SCHGSchwab US Large-cap Growth+0.1%+1.88%Add
31IVWIshares S&p 500 Growth ETF+0.1%-3.58%Trim
32EWJIshares Msci Japan ETF+0.1%+2.49%Add
33FIWFirst Trust Water ETF0%—Unchanged
34ESEversource Energy-0.2%EXITSold out
35GNRCGenerac Holdings INC-0.2%EXITSold out
36CHWYChewy INC - Class A-0.2%EXITSold out
376D8Dupont De Nemours INC-0.2%EXITSold out
38KHCKraft Heinz Co/the-0.2%EXITSold out
39SFStifel Financial CORP-0.2%EXITSold out
40CITHE Cigna Group-0.2%EXITSold out
41FFord Motor Co-0.2%EXITSold out
42CNHCNH Industrial N.V.-0.2%EXITSold out
43DALDelta Air Lines INC-0.2%EXITSold out
44HALHalliburton Co-0.2%EXITSold out
45INDAIshares Msci India ETF-1.1%EXITSold out
46EMBIshares Jp Morgan Usd Emergi-1.2%—Unchanged
47XLKSs Technology Select Sector-1.2%EXITSold out
48PHOInvesco Water Resources ETF-1.4%EXITSold out
49EZUIshares Msci Eurozone ETF-2%EXITSold out
50EWLIshares Msci Switzerland ETF-2%EXITSold out

FAQ

What is Polianta Ltd and what type of investor is it?
Polianta Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $808.8M, spread across 86 disclosed positions.
What are Polianta Ltd's largest equity positions?
Based on the latest 13F filing, Polianta Ltd's top holdings by market value are: 1. Ishares Jp Morgan Usd Emergi (EMB) — $207.4M (25.6%) 2. Ishares Broad Usd High Yield (USHY) — $179.0M (22.1%) 3. Ishares Global Reit ETF (REET) — $122.3M (15.1%) 4. First Trust Water ETF (FIW) — $29.3M (3.6%) 5. Ishares Msci Japan ETF (EWJ) — $17.2M (2.1%)
What changes did Polianta Ltd make in its most recent portfolio filing?
In the latest reported quarter, Polianta Ltd made 48 notable position adjustments: 26 new positions were initiated, 5 existing holdings were added to, 1 positions were partially reduced, and 16 were completely exited. The largest of these moves: New buy: Ishares Msci Canada ETF (EWC); New buy: Ishares Msci Australia ETF (EWA); Sold out: Ishares Msci Switzerland ETF (EWL); Sold out: Ishares Msci Eurozone ETF (EZU); New buy: Vanguard Industrials ETF (VIS)
What sectors does Polianta Ltd focus on?
Polianta Ltd is concentrated in the following sectors based on its current disclosed equity portfolio: • Consumer Discretionary: 16.5% • Information Technology: 15.2% • Health Care: 12.2% • Industrials: 10.6% • Financials: 10.6% • Energy: 9.6%

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