Fund HoldingsPolianta Ltd

Total Portfolio Value
$764.2K
Total Bought
$636.3K
Total Sold
$113.5K
Net Transaction
+$522.8K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
iShares J.P. Morgan USD Emergi02,326,000+2,326,000022429.31%+224
iShares Broad USD High Yield C
BROAD USD HIGH
04,877,000+4,877,000018223.87%+182
iShares Global REIT ETF
GLOBAL REIT ETF
03,634,000+3,634,00009111.86%+91
iShares MSCI Japan ETF
MSCI JAPAN ETF
0229,500+229,5000192.42%+19
SPDR S&P 500 ETF Trust(SPY)027,000+27,0000182.41%+18
First Trust Water ETF
WTR ETF
143,900267,700+123,80016293.81%+13
Vanguard Materials ETF
MATERIALS ETF
044,400+44,400091.21%+9
Vanguard Industrials ETF
INDUSTRIAL ETF
029,900+29,900091.17%+9
iShares MSCI United Kingdom ET
MSCI UK ETF NEW
320,800429,100+108,30013192.47%+5
Warner Bros Discovery Inc(WBD)061,400+61,400020.23%+2
Lululemon Athletica Inc(LULU)08,200+8,200020.22%+2
Deckers Outdoor Corp(DECK)016,000+16,000020.22%+2
Align Technology Inc010,400+10,400020.21%+2
Stanley Black & Decker Inc(SWK)021,700+21,700020.21%+2
Comcast Corp(CCZ)053,600+53,600020.21%+2
RenaissanceRe Holdings Ltd(RNR)05,700+5,700020.21%+2
Medpace Holdings Inc(MEDP)02,800+2,800020.21%+2
Cigna Group/The(CI)05,700+5,700020.21%+2
Coupang Inc(CPNG)065,700+65,700020.20%+2
AeroVironment Inc06,400+6,400020.20%+2
Chewy Inc(CHWY)046,200+46,200020.20%+2
Netflix Inc(NFLX)016,200+16,200020.20%+2
Toast Inc(TOST)042,600+42,600020.20%+2
Humana Inc(HUM)05,900+5,900020.20%+2
Aptiv PLC(APTV)019,800+19,800020.20%+2
Cboe Global Markets Inc(CBOE)06,000+6,000020.20%+2
DuPont de Nemours Inc(DD)037,400+37,400020.20%+2
ServiceNow Inc(NOW)09,800+9,800020.20%+2
Ovintiv Inc(OVV)038,200+38,200010.20%+1
CF Industries Holdings Inc(CF)019,200+19,200010.19%+1
Archer-Daniels-Midland Co025,700+25,700010.19%+1
Carlisle Cos Inc(CSL)04,600+4,600010.19%+1
J M Smucker Co/The(SJM)014,900+14,900010.19%+1
Smurfit WestRock PLC(SW)037,600+37,600010.19%+1
PayPal Holdings Inc(PYPL)024,400+24,400010.19%+1
Allstate Corp/The(ALL)06,800+6,800010.19%+1
Builders FirstSource Inc(BLDR)013,700+13,700010.18%+1
Bloom Energy Corp016,200+16,200010.18%+1
Zscaler Inc(ZS)06,200+6,200010.18%+1
Galaxy Digital Inc(GLXY)061,700+61,700010.18%+1
Rigetti Computing Inc(RGTI)061,800+61,800010.18%+1
Occidental Petroleum Corp(OXY)033,100+33,100010.18%+1
Keurig Dr Pepper Inc(KDP)047,200+47,200010.17%+1
APA Corp(APA)054,000+54,000010.17%+1
Ford Motor Co(F)099,800+99,800010.17%+1
Nextpower Inc015,000+15,000010.17%+1
Vistra Corp(VST)08,100+8,100010.17%+1
IonQ Inc(IONQ)027,500+27,500010.16%+1
MP Materials Corp(MP)024,300+24,300010.16%+1
iShares S&P Small-Cap 600 Valu72,60078,300+5,700891.17%+1
iShares Core S&P Small-Cap ETF67,60073,700+6,100891.16%+1
Vanguard Consumer Discretionar
CONSUM DIS ETF
20,60022,800+2,200891.18%+1
Rocket Lab Corp(RKLB)32,40032,800+400220.30%+1
iShares MSCI India ETF
MSCI INDIA ETF
137,100145,500+8,400781.03%+1
iShares S&P 500 Value ETF39,90042,200+2,300891.17%+1
iShares China Large-Cap ETF179,400209,100+29,700781.05%+1
Maplebear Inc(CART)31,50036,200+4,700120.21%0
Delta Air Lines Inc(DAL)24,10024,1000120.22%0
PG&E Corp(PCG)93,200100,300+7,100120.21%0
Mosaic Co/The(MOS)37,20061,400+24,200110.19%0
Jones Lang LaSalle Inc(JLL)4,5004,5000120.20%0
Elevance Health Inc(ELV)4,5004,5000120.21%0
ON Semiconductor Corp(ON)28,80027,400-1,400110.19%0
General Motors Co(GM)25,80020,000-5,800220.21%0
Regal Rexnord Corp(RRX)9,1009,600+500110.18%0
EchoStar Corp(ECHO)20,00014,400-5,600220.20%0
Anglogold Ashanti Plc(AU)21,30017,700-3,600120.20%0
CNH Industrial NV
SHS
128,200151,000+22,800110.18%0
VanEck Russia ETF230,500230,5000000
Devon Energy Corp(DVN)40,90039,000-1,900110.19%-0
Block Inc(XYZ)19,70021,500+1,800110.18%-0
United Airlines Holdings Inc(UAL)15,70013,300-2,400210.19%-0
GLOBALFOUNDRIES Inc(GFS)43,30043,3000220.20%-0
Mobileye Global Inc(MBLY)101,800130,900+29,100110.18%-0
Kraft Heinz Co/The(KHC)58,00058,0000210.18%-0
Intel Corp(INTC)47,70040,300-7,400210.19%-0
Strategy Inc(MSTR)4,3008,300+4,000110.17%-0
TD SYNNEX Corp(SNX)9,2009,2000210.18%-0
United Therapeutics Corp(UTHR)3,9003,100-800220.20%-0
Molson Coors Beverage Co(TAP)34,10030,100-4,000210.18%-0
Centene Corp(CNC)48,60037,200-11,400220.20%-0
Coinbase Global Inc(COIN)4,3005,500+1,200110.16%-0
Summit Therapeutics Inc(SMMT)74,70074,7000210.17%-0
Super Micro Computer Inc(SMCI)34,50046,000+11,500210.18%-0
Charter Communications Inc(CHTR)5,3005,3000110.14%-0
Atlassian Corp6,3000-6,30010-1
Okta Inc(OKTA)13,1000-13,10010-1
Fortive Corp(FTV)25,2000-25,20010-1
Reddit Inc(RDDT)5,5000-5,50010-1
Dutch Bros Inc(BROS)24,3000-24,30010-1
FedEx Corp(FDX)5,5000-5,50010-1
Albemarle Corp(ALB)16,2000-16,20010-1
Amer Sports Inc(AS)38,3000-38,30010-1
On Holding AG(ONON)31,6000-31,60010-1
Global Payments Inc(GPN)16,2000-16,20010-1
Carvana Co(CVNA)3,6000-3,60010-1
Target Corp(TGT)15,2000-15,20010-1
Stellantis NV(STLA)148,2000-148,20010-1
Chipotle Mexican Grill Inc(CMG)35,9000-35,90010-1
QXO Inc(QXO)74,1000-74,10010-1
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