Latest Polianta Ltd Stock Portfolio
Polianta Ltd Performance:
2026 Q1: -1.23%YTD: -1.23%2025: 4.26%
Performance for 2026 Q1 is -1.23%, and YTD is -1.23%, and 2025 is 4.26%.
About Polianta Ltd and 13F Hedge Fund Stock Holdings
On 2026-04-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Polianta Ltd reported an equity portfolio of $753.5 Millions as of 31 Mar, 2026.
The top stock holdings of Polianta Ltd are AAXJ, BGRN, ACWF. The fund has invested 26.8% of it's portfolio in ISHARES J.P. MORGAN USD EMERGI and 23.6% of portfolio in ISHARES BROAD USD HIGH YIELD C.
The fund managers got completely rid off ISHARES MSCI UNITED KINGDOM ET (AGT), SPDR S&P 500 ETF TRUST (SPY) and VANGUARD MATERIALS ETF (VAW) stocks. They significantly reduced their stock positions in BLOOM ENERGY CORP (BE), OVINTIV INC (OVV) and DEVON ENERGY CORP (DVN). Polianta Ltd opened new stock positions in ISHARES MSCI SWITZERLAND ETF (ACWV), VANGUARD FTSE EMERGING MARKETS (VEU) and VANGUARD ENERGY ETF (VAW). The fund showed a lot of confidence in some stocks as they added substantially to FORD MOTOR CO (F), CHEWY INC (CHWY) and UNITED AIRLINES HOLDINGS INC (UAL).
The top stock holdings of Polianta Ltd are AAXJ, BGRN, ACWF. The fund has invested 26.8% of it's portfolio in ISHARES J.P. MORGAN USD EMERGI and 23.6% of portfolio in ISHARES BROAD USD HIGH YIELD C.
The fund managers got completely rid off ISHARES MSCI UNITED KINGDOM ET (AGT), SPDR S&P 500 ETF TRUST (SPY) and VANGUARD MATERIALS ETF (VAW) stocks. They significantly reduced their stock positions in BLOOM ENERGY CORP (BE), OVINTIV INC (OVV) and DEVON ENERGY CORP (DVN). Polianta Ltd opened new stock positions in ISHARES MSCI SWITZERLAND ETF (ACWV), VANGUARD FTSE EMERGING MARKETS (VEU) and VANGUARD ENERGY ETF (VAW). The fund showed a lot of confidence in some stocks as they added substantially to FORD MOTOR CO (F), CHEWY INC (CHWY) and UNITED AIRLINES HOLDINGS INC (UAL).
Polianta Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that Polianta Ltd made a return of -1.23% in the last quarter. In trailing 12 months, it's portfolio return was 5.4%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares msci switzerland etf | 15,214,000 |
| ishares msci eurozone etf | 14,701,000 |
| vanguard ftse emerging markets | 10,664,000 |
| vanguard energy etf | 9,551,000 |
| vanguard health care etf | 9,313,000 |
| ishares s&p 500 growth etf | 9,150,000 |
| schwab u.s. large-cap growth e | 9,126,000 |
| ishares s&p 100 etf | 9,001,000 |
New stocks bought by Polianta Ltd
Additions
| Ticker | % Inc. |
|---|---|
| ford motor co | 29.56 |
| chewy inc | 23.59 |
| united airlines holdings inc | 22.56 |
| builders firstsource inc | 21.9 |
| centene corp | 20.97 |
| paypal holdings inc | 20.9 |
| elevance health inc | 20.00 |
| ionq inc | 18.18 |
Additions to existing portfolio by Polianta Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| bloom energy corp | -40.12 |
| ovintiv inc | -26.18 |
| devon energy corp | -24.62 |
| ishares msci japan etf | -21.39 |
| intel corp | -20.1 |
| regal rexnord corp | -19.79 |
| occidental petroleum corp | -18.43 |
| deckers outdoor corp | -18.12 |
Polianta Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares msci united kingdom et | -18,871,000 |
| mobileye global inc | -1,366,000 |
| ishares s&p small-cap 600 valu | -8,904,000 |
| summit therapeutics inc | -1,306,000 |
| ishares core s&p small-cap etf | -8,857,000 |
| coupang inc | -1,549,000 |
| rigetti computing inc | -1,368,000 |
| galaxy digital inc | -1,379,000 |
Polianta Ltd got rid off the above stocks
Sector Distribution
Polianta Ltd has about 87% of it's holdings in Others sector.
- Others
- Industrials
- Utilities
- Technology
- Consumer Cyclical
- Financial Services
- Energy
| Sector | % |
|---|---|
| Others | 87 |
| Industrials | 2.5 |
| Utilities | 1.9 |
| Technology | 1.6 |
| Consumer Cyclical | 1.4 |
| Financial Services | 1.3 |
| Energy | 1.3 |
Market Cap. Distribution
Polianta Ltd has about 10.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 87 |
| LARGE-CAP | 10.8 |
| MID-CAP | 1.4 |
Stocks belong to which Index?
About 8.9% of the stocks held by Polianta Ltd either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 91 |
| S&P 500 | 6.7 |
| RUSSELL 2000 | 2.2 |
Polianta Ltd Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Polianta Ltd
Polianta Ltd has 88 stocks in it's portfolio. About 78.3% of the portfolio is in top 10 stocks. AAXJ proved to be the most loss making stock for the portfolio. ACWF was the most profitable stock for Polianta Ltd last quarter.
Last Reported on: 16 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares j.p. morgan usd emergi | 26.81 | 2,151,000 | 202,043,000 | reduced | -7.52 | ||
| ACN | accenture plc | 0.20 | 7,500 | 1,487,000 | new | |||
| ACWF | ishares global reit etf | 14.13 | 4,233,000 | 106,459,000 | added | 16.48 | ||
| ACWV | ishares msci switzerland etf | 2.02 | 258,700 | 15,214,000 | new | |||
| ACWV | ishares msci eurozone etf | 1.95 | 234,700 | 14,701,000 | new | |||
| ADM | archer-daniels-midland co | 0.21 | 21,800 | 1,584,000 | reduced | -15.18 | ||
| AFK | vaneck russia etf | 0.00 | 230,500 | 0.00 | unchanged | 0.00 | ||
| AGT | ishares msci united kingdom et | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALGN | align technology inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALL | allstate corp/the | 0.20 | 7,400 | 1,534,000 | added | 8.82 | ||
| AMKR | amkor technology inc | 0.17 | 27,900 | 1,256,000 | new | |||
| AMPS | ishares msci india etf | 1.05 | 169,700 | 7,948,000 | added | 16.63 | ||
| ANTX | elevance health inc | 0.21 | 5,400 | 1,580,000 | added | 20.00 | ||
| APA | apa corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AVAV | aerovironment inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BE | bloom energy corp | 0.17 | 9,700 | 1,314,000 | reduced | -40.12 | ||
| BGRN | ishares broad usd high yield c | 23.64 | 4,835,000 | 178,121,000 | reduced | -0.86 | ||
| BLDR | builders firstsource inc | 0.18 | 16,700 | 1,374,000 | added | 21.9 | ||
| CDE | coeur mining inc | 0.22 | 87,500 | 1,642,000 | new | |||
| CF | cf industries holdings inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||