Polianta Ltd

data from 31/12/2025

Capitalization

$ 764.174 M 214.74 %

Average holding period

4 ans

Performance

$ 97.099 M 53.69 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Polianta Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 iShares J.P. Morgan USD Emergi 29.31% 223.947 M $ 2326000 2025/12/31 0.000 $ 0.00 %
2025/12/31 iShares Broad USD High Yield C 23.87% 182.375 M $ 4877000 2025/12/31 0.000 $ 0.00 %
2025/12/31 iShares Global REIT ETF 11.86% 90.668 M $ 3634000 2025/12/31 0.000 $ 0.00 %
2025/12/31 First Trust Water ETF 3.81% 29.082 M $ 267700 2019/09/30 -533.868 K $ -3.30 %
2025/12/31 iShares MSCI United Kingdom ET 2.47% 18.871 M $ 429100 2025/06/30 644.807 K $ 4.79 %
2025/12/31 iShares MSCI Japan ETF 2.42% 18.529 M $ 229500 2025/12/31 0.000 $ 0.00 %
2025/12/31 SPDR S&P 500 ETF Trust 2.41% 18.411 M $ 27000 2025/12/31 0.000 $ 0.00 %
2025/12/31 Invesco Water Resources ETF 1.42% 10.821 M $ 153700 2018/06/30 -378.935 K $ -2.37 %
2025/12/31 Vanguard Materials ETF 1.21% 9.215 M $ 44400 2025/12/31 0.000 $ 0.00 %
2025/12/31 Vanguard Consumer Discretionar 1.18% 8.981 M $ 22800 2024/03/31 -46.350 K $ -0.57 %
2025/12/31 iShares S&P 500 Value ETF 1.17% 8.949 M $ 42200 2024/09/30 221.445 K $ 2.69 %
2025/12/31 Vanguard Industrials ETF 1.17% 8.921 M $ 29900 2025/12/31 0.000 $ 0.00 %
2025/12/31 iShares S&P Small-Cap 600 Valu 1.17% 8.904 M $ 78300 2024/12/31 227.237 K $ 2.83 %
2025/12/31 iShares Core S&P Small-Cap ETF 1.16% 8.857 M $ 73700 2024/03/31 91.260 K $ 1.14 %
2025/12/31 iShares China Large-Cap ETF 1.05% 8.006 M $ 209100 2025/09/30 -511.290 K $ -6.93 %
2025/12/31 iShares MSCI India ETF 1.03% 7.864 M $ 145500 2025/06/30 272.828 K $ 3.82 %
2025/12/31 Rocket Lab Corp 0.30% 2.288 M $ 32800 2025/09/30 707.940 K $ 45.61 %
2025/12/31 Warner Bros Discovery Inc 0.23% 1.769 M $ 61400 2025/06/30 0.000 $ 0.00 %
2025/12/31 Lululemon Athletica Inc 0.22% 1.704 M $ 8200 2025/12/31 0.000 $ 0.00 %
2025/12/31 Delta Air Lines Inc 0.22% 1.672 M $ 24100 2025/03/31 304.382 K $ 22.27 %
2025/12/31 Deckers Outdoor Corp 0.22% 1.658 M $ 16000 2024/09/30 0.000 $ 0.00 %
2025/12/31 Maplebear Inc 0.21% 1.628 M $ 36200 2025/03/31 258.615 K $ 22.35 %
2025/12/31 General Motors Co 0.21% 1.626 M $ 20000 2025/06/30 524.514 K $ 33.34 %
2025/12/31 Align Technology Inc 0.21% 1.623 M $ 10400 2025/12/31 0.000 $ 0.00 %
2025/12/31 Stanley Black & Decker Inc 0.21% 1.611 M $ 21700 2025/12/31 0.000 $ 0.00 %
2025/12/31 PG&E Corp 0.21% 1.611 M $ 100300 2025/09/30 91.335 K $ 6.50 %
2025/12/31 Comcast Corp 0.21% 1.602 M $ 53600 2025/12/31 0.000 $ 0.00 %
2025/12/31 RenaissanceRe Holdings Ltd 0.21% 1.602 M $ 5700 2023/12/31 0.000 $ 0.00 %
2025/12/31 Elevance Health Inc 0.21% 1.577 M $ 4500 2025/09/30 122.939 K $ 8.46 %
2025/12/31 Medpace Holdings Inc 0.21% 1.572 M $ 2800 2025/12/31 0.000 $ 0.00 %
2025/12/31 Cigna Group/The 0.21% 1.568 M $ 5700 2025/12/31 0.000 $ 0.00 %
2025/12/31 EchoStar Corp 0.20% 1.565 M $ 14400 2025/09/30 646.400 K $ 42.33 %
2025/12/31 Coupang Inc 0.20% 1.549 M $ 65700 2025/12/31 0.000 $ 0.00 %
2025/12/31 AeroVironment Inc 0.20% 1.548 M $ 6400 2025/12/31 0.000 $ 0.00 %
2025/12/31 Centene Corp 0.20% 1.530 M $ 37200 2024/03/31 264.870 K $ 15.28 %
2025/12/31 Chewy Inc 0.20% 1.526 M $ 46200 2025/12/31 0.000 $ 0.00 %
2025/12/31 Netflix Inc 0.20% 1.518 M $ 16200 2025/12/31 0.000 $ 0.00 %
2025/12/31 Jones Lang LaSalle Inc 0.20% 1.514 M $ 4500 2024/09/30 171.720 K $ 12.80 %
2025/12/31 Toast Inc 0.20% 1.512 M $ 42600 2025/12/31 0.000 $ 0.00 %
2025/12/31 GLOBALFOUNDRIES Inc 0.20% 1.512 M $ 43300 2024/12/31 -39.836 K $ -2.57 %
2025/12/31 Humana Inc 0.20% 1.511 M $ 5900 2025/06/30 0.000 $ 0.00 %
2025/12/31 United Therapeutics Corp 0.20% 1.510 M $ 3100 2025/03/31 264.771 K $ 16.20 %
2025/12/31 Anglogold Ashanti Plc 0.20% 1.509 M $ 17700 2024/12/31 317.796 K $ 21.21 %
2025/12/31 Cboe Global Markets Inc 0.20% 1.506 M $ 6000 2025/12/31 0.000 $ 0.00 %
2025/12/31 Aptiv PLC 0.20% 1.506 M $ 19800 2025/12/31 0.000 $ 0.00 %
2025/12/31 DuPont de Nemours Inc 0.20% 1.503 M $ 37400 2025/12/31 0.000 $ 0.00 %
2025/12/31 ServiceNow Inc 0.20% 1.501 M $ 9800 2025/12/31 0.000 $ 0.00 %
2025/12/31 Ovintiv Inc 0.20% 1.497 M $ 38200 2025/12/31 0.000 $ 0.00 %
2025/12/31 Intel Corp 0.19% 1.487 M $ 40300 2025/09/30 159.795 K $ 9.99 %
2025/12/31 United Airlines Holdings Inc 0.19% 1.487 M $ 13300 2023/03/31 240.209 K $ 15.86 %
2025/12/31 CF Industries Holdings Inc 0.19% 1.484 M $ 19200 2025/12/31 0.000 $ 0.00 %
2025/12/31 ON Semiconductor Corp 0.19% 1.483 M $ 27400 2025/09/30 138.527 K $ 9.76 %
2025/12/31 Mosaic Co/The 0.19% 1.479 M $ 61400 2022/09/30 -393.948 K $ -30.54 %
2025/12/31 Archer-Daniels-Midland Co 0.19% 1.477 M $ 25700 2025/12/31 0.000 $ 0.00 %
2025/12/31 Carlisle Cos Inc 0.19% 1.471 M $ 4600 2025/12/31 0.000 $ 0.00 %
2025/12/31 J M Smucker Co/The 0.19% 1.457 M $ 14900 2025/12/31 0.000 $ 0.00 %
2025/12/31 Smurfit WestRock PLC 0.19% 1.453 M $ 37600 2025/12/31 0.000 $ 0.00 %
2025/12/31 Devon Energy Corp 0.19% 1.428 M $ 39000 2025/09/30 63.803 K $ 4.45 %
2025/12/31 PayPal Holdings Inc 0.19% 1.424 M $ 24400 2025/12/31 0.000 $ 0.00 %
2025/12/31 Allstate Corp/The 0.19% 1.415 M $ 6800 2025/12/31 0.000 $ 0.00 %
2025/12/31 Builders FirstSource Inc 0.18% 1.409 M $ 13700 2022/06/30 0.000 $ 0.00 %
2025/12/31 Bloom Energy Corp 0.18% 1.407 M $ 16200 2025/12/31 0.000 $ 0.00 %
2025/12/31 Kraft Heinz Co/The 0.18% 1.406 M $ 58000 2025/09/30 -104.400 K $ -6.91 %
2025/12/31 Molson Coors Beverage Co 0.18% 1.405 M $ 30100 2025/09/30 48.762 K $ 3.16 %
2025/12/31 Block Inc 0.18% 1.399 M $ 21500 2024/03/31 -141.840 K $ -9.97 %
2025/12/31 Zscaler Inc 0.18% 1.394 M $ 6200 2025/12/31 0.000 $ 0.00 %
2025/12/31 CNH Industrial NV 0.18% 1.392 M $ 151000 2024/06/30 -207.683 K $ -14.94 %
2025/12/31 TD SYNNEX Corp 0.18% 1.382 M $ 9200 2025/09/30 -124.476 K $ -8.27 %
2025/12/31 Galaxy Digital Inc 0.18% 1.379 M $ 61700 2025/12/31 0.000 $ 0.00 %
2025/12/31 Rigetti Computing Inc 0.18% 1.368 M $ 61800 2025/12/31 0.000 $ 0.00 %
2025/12/31 Mobileye Global Inc 0.18% 1.366 M $ 130900 2024/03/31 -374.624 K $ -26.07 %
2025/12/31 Occidental Petroleum Corp 0.18% 1.361 M $ 33100 2025/12/31 0.000 $ 0.00 %
2025/12/31 Regal Rexnord Corp 0.18% 1.347 M $ 9600 2023/12/31 -28.482 K $ -2.18 %
2025/12/31 Super Micro Computer Inc 0.18% 1.346 M $ 46000 2024/09/30 -644.459 K $ -38.99 %
2025/12/31 Keurig Dr Pepper Inc 0.17% 1.322 M $ 47200 2025/12/31 0.000 $ 0.00 %
2025/12/31 APA Corp 0.17% 1.320 M $ 54000 2025/12/31 0.000 $ 0.00 %
2025/12/31 Ford Motor Co 0.17% 1.309 M $ 99800 2025/12/31 0.000 $ 0.00 %
2025/12/31 Vistra Corp 0.17% 1.306 M $ 8100 2024/06/30 0.000 $ 0.00 %
2025/12/31 Nextpower Inc 0.17% 1.306 M $ 15000 2025/12/31 0.000 $ 0.00 %
2025/12/31 Summit Therapeutics Inc 0.17% 1.306 M $ 74700 2025/03/31 -237.545 K $ -15.40 %
2025/12/31 Strategy Inc 0.17% 1.261 M $ 8300 2024/09/30 -732.203 K $ -52.87 %
2025/12/31 Coinbase Global Inc 0.16% 1.243 M $ 5500 2025/06/30 -479.407 K $ -33.04 %
2025/12/31 IonQ Inc 0.16% 1.233 M $ 27500 2025/12/31 0.000 $ 0.00 %
2025/12/31 MP Materials Corp 0.16% 1.227 M $ 24300 2025/12/31 0.000 $ 0.00 %
2025/12/31 Charter Communications Inc 0.14% 1.106 M $ 5300 2025/09/30 -352.079 K $ -24.15 %
2025/12/31 COHR Coherent Corp 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 GPN Global Payments Inc 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 EQT EQT Corp 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 CGW Invesco S&P Global Water Index 0.00% 0.000 $ 0 2021/09/30 0.000 $ 0.00 %
2025/12/31 FDX FedEx Corp 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/12/31 CVNA Carvana Co 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/12/31 CMG Chipotle Mexican Grill Inc 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 ED Consolidated Edison Inc 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 EIX Edison International 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/12/31 Gap Inc/The 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/12/31 EWA iShares MSCI Australia ETF 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/12/31 EWL iShares MSCI Switzerland ETF 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2025/12/31 OKTA Okta Inc 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 RBRK Rubrik Inc 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 VWO Vanguard FTSE Emerging Markets 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %