Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Polianta Ltd 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Polianta Ltd (CIK 1695214) reported $808.8M across 86 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: EMB ($207.4M, 25.65%), USHY ($179.0M, 22.13%), REET ($122.3M, 15.12%), FIW ($29.3M, 3.62%), EWJ ($17.2M, 2.13%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1EMBiShares J.P. Morgan USD Emergi$207.4M25.65%2.2MHold
2USHYiShares Broad USD High Yield C$179.0M22.13%4.8MHold
3REETiShares Global REIT ETF$122.3M15.12%4.4MAdded
4FIWFirst Trust Water ETF$29.3M3.62%267,700Hold
5EWJiShares MSCI Japan ETF$17.2M2.13%184,900Added
6EWCiShares MSCI Canada ETF$17.1M2.11%296,600New
7EWAiShares MSCI Australia ETF$16.7M2.06%592,900New
8VWOVanguard FTSE Emerging Markets$12.5M1.55%209,500Added
9SCHGSchwab U.S. Large-Cap Growth E$10.8M1.34%319,200Added
10OEFiShares S&P 100 ETF$10.8M1.33%29,400Added
11IVWiShares S&P 500 Growth ETF$10.7M1.33%78,000Trimmed
12VISVanguard Industrials ETF$10.6M1.31%29,500New
13VDEVanguard Energy ETF$10.4M1.29%69,600Added
14VHTVanguard Health Care ETF$10.2M1.26%34,200Hold
15FXIiShares China Large-Cap ETF$9.5M1.18%301,500Added
16EWZiShares MSCI Brazil ETF$9.4M1.16%271,200New
17RBLXROBLOX Corp$2.3M0.28%42,100Added
18INTCIntel Corp$2.1M0.26%14,900Trimmed
19DVADaVita Inc$2.1M0.26%9,300New
20AMKRAmkor Technology Inc$2.1M0.26%24,500Trimmed
21OSKOshkosh Corp$2.0M0.25%13,100New
22DHIDR Horton Inc$2.0M0.25%12,300New
23SNDKSandisk Corp$2.0M0.25%900Trimmed
24THCTenet Healthcare Corp$2.0M0.25%10,700New
25TOLToll Brothers Inc$2.1M0.25%12,500Added

Source: SEC Form 13F filings · as of 2026-06-30