Fund HoldingsPolianta Ltd

Total Portfolio Value
$209.3K
Total Bought
$78.7K
Total Sold
$77.3K
Net Transaction
+$1.4K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
iShares MSCI Canada ETF0378,100+378,1000157.28%+15
iShares MSCI Australia ETF0611,700+611,7000156.97%+15
iShares S&P Small-Cap 600 Valu065,800+65,800073.41%+7
iShares Core S&P Small-Cap ETF061,100+61,100073.36%+7
iShares MSCI Brazil ETF0249,600+249,600062.68%+6
iShares MSCI Switzerland ETF230,600333,300+102,70012157.32%+3
CNH Industrial NV
SHS
0120,200+120,200010.65%+1
Skyworks Solutions Inc(SWKS)015,100+15,100010.64%+1
GLOBALFOUNDRIES Inc(GFS)030,700+30,700010.63%+1
Lam Research Corp(LRCX)018,100+18,100010.62%+1
Monolithic Power Systems Inc(MPWR)02,200+2,200010.62%+1
Entergy Corp(ETR)017,000+17,000010.62%+1
Globe Life Inc011,200+11,200010.60%+1
Unum Group(UNM)017,000+17,000010.59%+1
Uber Technologies Inc(UBER)020,000+20,000010.58%+1
AppLovin Corp(APP)03,700+3,700010.57%+1
Stanley Black & Decker Inc(SWK)014,900+14,900010.57%+1
Newmont Corp(NEM)030,200+30,200010.54%+1
Dollar General Corp(DG)014,700+14,700010.53%+1
Anglogold Ashanti Plc(AU)047,800+47,800010.53%+1
Micron Technology Inc(MU)013,100+13,100010.53%+1
Sirius XM Holdings Inc(SIRI)047,600+47,600010.52%+1
Eversource Energy(ES)018,600+18,600010.51%+1
First Solar Inc(FSLR)05,900+5,900010.50%+1
Lennar Corp(LEN)06,600+6,600010.43%+1
Vanguard Consumer Discretionar
CONSUM DIS ETF
22,10022,1000883.96%+1
Lumen Technologies Inc(LUMN)0130,400+130,400010.33%+1
Target Corp(TGT)7,40010,300+2,900110.67%0
United States Steel Corp31,10039,300+8,200110.64%0
Vanguard Financials ETF
FINANCIALS ETF
65,70063,100-2,600773.56%0
Technology Select Sector SPDR
ST STR TECHN ETF
32,30032,3000783.59%0
Bio-Rad Laboratories Inc3,3004,000+700110.63%0
Centene Corp(CNC)15,60022,100+6,500110.64%0
Everest Group Ltd(EG)2,9003,500+600110.61%0
Synchrony Financial(SYF)25,80021,800-4,000110.68%0
MasTec Inc(MTZ)9,7009,7000110.63%0
Wells Fargo & Co(WFC)19,80017,600-2,200110.59%0
WESCO International Inc(WCC)7,1007,1000110.61%0
Kraft Heinz Co/The(KHC)33,10040,800+7,700110.60%0
Gap Inc/The(GAP)55,80055,8000110.63%0
United Airlines Holdings Inc(UAL)22,80014,300-8,500110.66%0
Viatris Inc(VTRS)101,400101,4000110.60%0
Permian Resources Corp(PR)83,80083,8000110.58%0
Hewlett Packard Enterprise Co(HPE)67,00067,0000110.68%0
Nucor Corp(NUE)7,70010,300+2,600110.57%0
Jones Lang LaSalle Inc(JLL)4,3004,700+400110.57%0
AerCap Holdings NV(AER)13,00013,0000110.59%0
VanEck Russia ETF230,500230,5000000
Mobileye Global Inc(MBLY)96,10065,400-30,700110.62%-0
Knight-Swift Transportation Ho(KNX)21,10021,1000110.53%-0
Vertiv Holdings Co(VRT)11,90010,100-1,800110.55%-0
Tyson Foods Inc(TSN)20,50020,5000110.56%-0
Diamondback Energy Inc(FANG)7,2007,2000110.56%-0
Ford Motor Co(F)104,500104,5000110.49%-0
Regal Rexnord Corp(RRX)6,8006,8000110.50%-0
Valero Energy Corp(VLO)7,8007,8000110.46%-0
CVS Health Corp(CVS)18,50023,700+5,200110.51%-0
RenaissanceRe Holdings Ltd(RNR)4,3004,3000110.51%-0
Mosaic Co/The(MOS)47,60047,6000110.56%-0
Mohawk Industries Inc(MHK)7,4009,100+1,700110.52%-0
Vistra Corp(VST)10,1007,900-2,200110.52%-0
Intel Corp(INTC)51,70051,7000110.49%-0
iShares S&P 500 Value ETF37,30037,600+300773.43%-0
Archer-Daniels-Midland Co20,90020,9000110.50%-0
Carvana Co(CVNA)7,2005,100-2,100110.50%-0
Bunge Global SA(BG)13,00013,0000110.48%-0
Builders FirstSource Inc(BLDR)6,5006,5000110.44%-0
MicroStrategy Inc(MSTR)7,8002,700-5,100110.37%-1
Moderna Inc(MRNA)12,5000-12,50010-1
Coinbase Global Inc(COIN)4,9000-4,90010-1
Stellantis NV(STLA)67,6000-67,60010-1
iShares MSCI South Africa ETF138,700144,000+5,300762.88%-1
Owens Corning(OC)5,8000-5,80010-1
Warner Bros Discovery Inc(WBD)124,4000-124,40010-1
First Trust Water ETF
WTR ETF
143,900143,900016157.02%-1
Invesco Water Resources ETF
WATER RES ETF
221,600221,600016156.97%-1
General Motors Co(GM)23,5000-23,50010-1
Dexcom Inc(DXCM)15,8000-15,80010-1
Super Micro Computer Inc(SMCI)2,6000-2,60010-1
Hormel Foods Corp(HRL)34,9000-34,90010-1
Block Inc(XYZ)16,6000-16,60010-1
Lam Research Corp(LRCX)1,4000-1,40010-1
Deckers Outdoor Corp(DECK)7,2000-7,20010-1
PACCAR Inc(PCAR)11,7000-11,70010-1
Broadcom Inc(AVGO)6,8000-6,80010-1
Williams-Sonoma Inc(WSM)7,6000-7,60010-1
Citigroup Inc(C)18,9000-18,90010-1
Molson Coors Beverage Co(TAP)20,6000-20,60010-1
Jabil Inc(JBL)10,2000-10,20010-1
Invesco S&P Global Water Index215,800215,800013125.59%-2
iShares S&P 100 ETF26,4000-26,40070-7
iShares Russell 1000 Value ETF38,9000-38,90070-7
iShares China Large-Cap ETF244,9000-244,90080-8
Vanguard FTSE Emerging Markets195,1000-195,10090-9
iShares MSCI United Kingdom ET
MSCI UK ETF NEW
323,5000-323,500120-12
iShares MSCI Eurozone ETF237,1000-237,100120-12
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