Polianta Ltd Portfolio Stock Holdings

Polianta Ltd disclosed 86 stock positions valued at approximately $808,802 in its latest SEC 13F filing. The largest holdings include iShares J.P. Morgan USD Emergi, iShares Broad USD High Yield C, and iShares Global REIT ETF. The filing reflects positions held as of June 30, 2026 and was filed on July 8, 2026.

Report Period
June 30, 2026
No. of Stocks
86
Portfolio Value
$808.8K
Holdings by Sector
Polianta Ltd Portfolio Holdings in Q2 2026

81 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
iShares J.P. Morgan USD EmergiEMBOther25.65%2,151,000--$207,442
iShares Broad USD High Yield CUSHYOther22.13%4,835,000--$178,991
iShares Global REIT ETFREETOther15.12%4,427,000+194,000+4.58%$122,273
First Trust Water ETFFIWOther3.62%267,700--$29,318
iShares MSCI Japan ETFEWJOther2.13%184,900+4,500+2.49%$17,245
iShares MSCI Canada ETFEWCOther2.11%296,600+296,600+100.00%$17,096
iShares MSCI Australia ETFEWAOther2.06%592,900+592,900+100.00%$16,696
Vanguard FTSE Emerging MarketsVWOOther1.55%209,500+12,200+6.18%$12,505
Schwab U.S. Large-Cap Growth ESCHGOther1.34%319,200+5,900+1.88%$10,801
iShares S&P 100 ETFOEFOther1.33%29,400+1,100+3.89%$10,756
iShares S&P 500 Growth ETFIVWOther1.33%78,000-2,900-3.58%$10,727
Vanguard Industrials ETFVISOther1.31%29,500-400-1.34%$10,631
Vanguard Energy ETFVDEOther1.29%69,600+14,400+26.09%$10,449
Vanguard Health Care ETFVHTOther1.26%34,200--$10,226
iShares China Large-Cap ETFFXIOther1.18%301,500+71,600+31.14%$9,524
iShares MSCI Brazil ETFEWZOther1.16%271,200+271,200+100.00%$9,356
ROBLOX CorpRBLXCommunication Services0.28%42,100+15,200+56.51%$2,289
Amkor Technology IncAMKRTechnology0.26%24,500-3,400-12.19%$2,112
Intel CorpINTCTechnology0.26%14,900-17,300-53.73%$2,080
DaVita IncDVAHealthcare0.26%9,300+9,300+100.00%$2,069
Toll Brothers IncTOLConsumer Cyclical0.25%12,500+1,700+15.74%$2,059
Builders FirstSource IncBLDRIndustrials0.25%22,900+6,200+37.13%$2,049
Sandisk CorpSNDKOther0.25%900-1,200-57.14%$2,046
Oshkosh CorpOSKIndustrials0.25%13,100+13,100+100.00%$2,010
DR Horton IncDHIConsumer Cyclical0.25%12,300+12,300+100.00%$2,003
Maplebear IncCARTConsumer Cyclical0.25%42,300--$2,002
Tenet Healthcare CorpTHCHealthcare0.25%10,700+10,700+100.00%$2,001
Everest Group LtdEGOther0.25%5,600+5,600+100.00%$2,000
Ciena CorpCIENTechnology0.24%4,000+4,000+100.00%$1,962
Dollar Tree IncDLTRConsumer Defensive0.24%16,100+3,800+30.89%$1,947
Progressive Corp/ThePGRFinancial Services0.24%8,900+1,300+17.11%$1,944
Expedia Group IncEXPEConsumer Cyclical0.24%7,600+7,600+100.00%$1,944
Bloom Energy CorpBEIndustrials0.24%6,400-3,300-34.02%$1,937
ICON PLCICLROther0.23%10,800+10,800+100.00%$1,876
Okta IncOKTATechnology0.23%13,700+13,700+100.00%$1,869
Coeur Mining IncCDEBasic Materials0.23%114,200+26,700+30.51%$1,863
SiTime CorpSITMTechnology0.23%2,500+2,500+100.00%$1,863
Vistra CorpVSTUtilities0.23%11,700+2,200+23.16%$1,855
Synchrony FinancialSYFFinancial Services0.23%24,400+3,400+16.19%$1,855
Stellantis NVSTLAOther0.23%321,800+87,200+37.17%$1,847
United Airlines Holdings IncUALIndustrials0.23%13,500-2,800-17.18%$1,835
Regal Rexnord CorpRRXIndustrials0.23%7,700--$1,834
Allstate Corp/TheALLFinancial Services0.23%7,700+300+4.05%$1,832
NRG Energy IncNRGUtilities0.23%12,500+1,500+13.64%$1,825
Zillow Group IncZGCommunication Services0.23%58,100+22,000+60.94%$1,822
Elevance Health IncELVHealthcare0.22%4,700-700-12.96%$1,817
Viatris IncVTRSHealthcare0.22%113,500--$1,802
Medpace Holdings IncMEDPHealthcare0.22%3,400+600+21.43%$1,800
Newmont CorpNEMBasic Materials0.22%19,200+5,700+42.22%$1,793
Lennar CorpLENConsumer Cyclical0.22%19,800+3,700+22.98%$1,791
Centene CorpCNCHealthcare0.22%27,900-17,100-38.00%$1,790
Deckers Outdoor CorpDECKConsumer Cyclical0.22%18,000+4,900+37.40%$1,787
APA CorpAPAEnergy0.22%54,700+700+1.30%$1,781
Devon Energy CorpDVNEnergy0.22%43,100+13,700+46.60%$1,780
Archer-Daniels-Midland CoADMConsumer Defensive0.22%23,300+1,500+6.88%$1,780
Charter Communications IncCHTRCommunication Services0.22%12,500+7,200+135.85%$1,777
Comcast CorpCMCSACommunication Services0.22%72,000+18,400+34.33%$1,767
Talen Energy CorpTLNOther0.22%4,600--$1,767
TD SYNNEX CorpSNXTechnology0.22%6,600-2,600-28.26%$1,764
Nextpower IncNXTTechnology0.22%14,800-200-1.33%$1,763
Constellation Energy CorpCEGUtilities0.22%7,100+7,100+100.00%$1,763
Omnicom Group IncOMCCommunication Services0.22%24,200+24,200+100.00%$1,762
Rivian Automotive IncRIVNConsumer Cyclical0.22%100,400+300+0.30%$1,741
Cognizant Technology SolutionsCTSHTechnology0.21%44,700+20,200+82.45%$1,731
Anglogold Ashanti PlcAUOther0.21%21,000+5,500+35.48%$1,698
Willis Towers Watson PLCWTWOther0.21%6,500+6,500+100.00%$1,698
PG&E CorpPCGUtilities0.21%101,000+17,800+21.39%$1,698
Carvana CoCVNAConsumer Cyclical0.21%25,500+25,500+100.00%$1,678
Globus Medical IncGMEDHealthcare0.21%21,000+21,000+100.00%$1,659
Mosaic Co/TheMOSBasic Materials0.20%78,200+22,400+40.14%$1,657
Estee Lauder Cos Inc/TheELConsumer Defensive0.20%20,900--$1,650
PayPal Holdings IncPYPLFinancial Services0.20%38,100+8,600+29.15%$1,645
Expand Energy CorpCHKEnergy0.20%17,900+3,200+21.77%$1,632
Kratos Defense & Security SoluKTOSIndustrials0.20%32,100+32,100+100.00%$1,600
Aptiv PLCAPTVOther0.20%25,900+6,100+30.81%$1,589
EQT CorpEQTEnergy0.20%29,800+5,700+23.65%$1,584
Symbotic IncSYMIndustrials0.19%35,000+5,000+16.67%$1,573
Occidental Petroleum CorpOXYEnergy0.19%31,800+4,800+17.78%$1,544
General Motors CoGMConsumer Cyclical0.19%20,000--$1,541
Ovintiv IncOVVEnergy0.18%28,200--$1,484
Accenture PLCACNTechnology0.14%9,300+1,800+24.00%$1,157