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Portfolio (Quarterly) Guide ↗

Polianta Ltd

· CIK 0001695214
13F Portfolio $754M AUM 88 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 16 Added 19 Reduced 39 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SOFI SoFi Technologies Inc Financial Services 71,800.0 $1.1M 0.15% NEW $15.88 +8.8%
Page 3 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 18.3%
Technology 15.5%
Consumer Cyclical 14.2%
Financial Services 12.0%
Energy 8.6%
Healthcare 7.9%
Utilities 7.9%
Basic Materials 7.6%
Consumer Defensive 6.3%
Communication Services 1.6%