Fund HoldingsPolianta Ltd

Total Portfolio Value
$197.6K
Total Bought
$63.4K
Total Sold
$66.2K
Net Transaction
-$2.8K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
iShares MSCI United Kingdom ET
MSCI UK ETF NEW
0405,100+405,1000147.15%+14
iShares MSCI Eurozone ETF0277,500+277,5000146.86%+14
Vanguard Materials ETF
MATERIALS ETF
035,400+35,400073.45%+7
RenaissanceRe Holdings Ltd(RNR)05,400+5,400010.61%+1
MasTec Inc(MTZ)011,200+11,200010.61%+1
EPAM Systems Inc(EPAM)06,300+6,300010.60%+1
United States Steel Corp031,100+31,100010.59%+1
Jabil Inc(JBL)010,200+10,200010.56%+1
Vistra Corp(VST)012,800+12,800010.56%+1
United Rentals Inc(URI)01,700+1,700010.56%+1
Carvana Co(CVNA)08,500+8,500010.55%+1
CVS Health Corp(CVS)018,500+18,500010.55%+1
Viatris Inc(VTRS)0101,400+101,400010.55%+1
Dell Technologies Inc(DELL)07,800+7,800010.54%+1
Williams-Sonoma Inc(WSM)03,800+3,800010.54%+1
Exelon Corp(EXC)030,900+30,900010.54%+1
Hormel Foods Corp(HRL)034,900+34,900010.54%+1
Archer-Daniels-Midland Co017,500+17,500010.53%+1
Aspen Technology Inc05,300+5,300010.53%+1
Molson Coors Beverage Co(TAP)020,600+20,600010.53%+1
CNH Industrial NV
SHS
0102,700+102,700010.53%+1
Eversource Energy(ES)018,300+18,300010.52%+1
Hewlett Packard Enterprise Co(HPE)049,000+49,000010.52%+1
Align Technology Inc04,100+4,100010.50%+1
Symbotic Inc(SYM)028,000+28,000010.50%+1
PayPal Holdings Inc(PYPL)016,900+16,900010.50%+1
Stellantis NV(STLA)047,200+47,200010.47%+1
Elanco Animal Health Inc(ELAN)063,800+63,800010.47%+1
iShares MSCI South Africa ETF161,500161,5000673.54%+1
Technology Select Sector SPDR
ST STR TECHN ETF
32,50032,5000773.72%+1
iShares S&P 500 Growth ETF81,50078,200-3,300773.66%0
Duolingo Inc(DUOL)4,6006,100+1,500110.64%0
Knight-Swift Transportation Ho(KNX)19,50024,100+4,600110.61%0
Synchrony Financial(SYF)25,80025,8000110.62%0
Owens Corning(OC)5,8005,8000110.51%0
United Airlines Holdings Inc(UAL)22,80022,8000110.56%0
VanEck Russia ETF230,500230,5000000
Bio-Rad Laboratories Inc3,3004,100+800110.57%-0
Everest Group Ltd(EG)2,9002,9000110.56%-0
Invesco S&P Global Water Index215,800215,800012126.04%-0
Mosaic Co/The(MOS)34,40036,500+2,100110.53%-0
Zillow Group Inc(Z)23,70023,7000110.54%-0
Ford Motor Co(F)92,00092,0000110.58%-0
Kraft Heinz Co/The(KHC)30,80033,100+2,300110.54%-0
Twilio Inc(TWLO)19,30019,3000110.55%-0
Unum Group(UNM)21,90021,300-600110.55%-0
Roku Inc(ROKU)17,10017,1000110.52%-0
WESCO International Inc(WCC)7,1007,1000110.57%-0
HF Sinclair Corp(DINO)19,30019,800+500110.53%-0
Intel Corp(INTC)24,70031,700+7,000110.50%-0
Zoom Video Communications Inc(ZM)18,10018,1000110.54%-0
Vanguard Real Estate ETF80,80082,000+1,200773.48%-0
Permian Resources Corp(PR)68,40066,800-1,600110.55%-0
Bunge Global SA(BG)11,7009,900-1,800110.53%-0
Vertiv Holdings Co(VRT)13,50011,100-2,400110.49%-0
Regal Rexnord Corp(RRX)5,9006,800+900110.47%-0
Super Micro Computer Inc(SMCI)1,2001,300+100110.54%-0
General Motors Co(GM)27,50023,500-4,000110.55%-0
Warner Bros Discovery Inc(WBD)124,400124,4000110.47%-0
Mobileye Global Inc(MBLY)40,20040,2000110.57%-0
Unity Software Inc(U)37,20050,200+13,000110.41%-0
Builders FirstSource Inc(BLDR)5,2006,500+1,300110.45%-0
iShares MSCI Canada ETF376,700383,300+6,60014147.19%-0
Cleveland-Cliffs Inc(CLF)51,50062,600+11,100110.49%-0
iShares S&P Small-Cap 600 Grow54,20053,500-700773.48%-0
Nucor Corp(NUE)6,1006,1000110.49%-0
Gap Inc/The(GAP)42,40038,700-3,700110.47%-0
iShares Core S&P Small-Cap ETF64,30064,3000773.47%-0
BILL Holdings Inc16,80016,8000110.45%-0
Walgreens Boots Alliance Inc50,40067,200+16,800110.41%-0
First Trust Water ETF
WTR ETF
143,900143,900015147.28%-0
Invesco Water Resources ETF
WATER RES ETF
221,600221,600015147.28%-0
iShares MSCI Brazil ETF183,800183,8000652.54%-1
First Citizens BancShares Inc/(FCNCA)6000-60010-1
TransUnion(TRU)12,5000-12,50010-1
Coherent Corp(COHR)16,8000-16,80010-1
Humana Inc(HUM)3,1000-3,10010-1
Expedia Group Inc(EXPE)7,9000-7,90010-1
Grab Holdings Ltd
CLASS A ORD
347,8000-347,80010-1
Xcel Energy Inc(XEL)21,5000-21,50010-1
Block Inc(XYZ)13,7000-13,70010-1
Ally Financial Inc(ALLY)28,7000-28,70010-1
DocuSign Inc(DOCU)19,8000-19,80010-1
Snowflake Inc(SNOW)7,3000-7,30010-1
Stanley Black & Decker Inc(SWK)12,1000-12,10010-1
Ovintiv Inc(OVV)22,9000-22,90010-1
Cooper Cos Inc/The(COO)11,8000-11,80010-1
Bank of New York Mellon Corp/T20,8000-20,80010-1
Target Corp(TGT)6,8000-6,80010-1
Centene Corp(CNC)15,4000-15,40010-1
Newmont Corp(NEM)33,9000-33,90010-1
AGCO Corp9,9000-9,90010-1
Revvity Inc(RVTY)11,6000-11,60010-1
Southwest Airlines Co(LUV)41,9000-41,90010-1
Anglogold Ashanti Plc(AU)55,6000-55,60010-1
Lennar Corp(LEN)7,2000-7,20010-1
Marathon Oil Corp44,0000-44,00010-1
EQT Corp(EQT)34,3000-34,30010-1
Vanguard Consumer Discretionar
CONSUM DIS ETF
21,4000-21,40070-7
SPDR S&P 500 ETF Trust(SPY)27,5000-27,500140-14
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