Michelle Carter

@Polianta Ltd

Latest period2024 - Q4

Reported3d ago

Managed Assets$209.294M

Total holdings72

Assets growth rate-1.76%

Assets growth rate (2-Q avg)3.03%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Polianta Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Polianta Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 209.294M in assets, with a quarterly growth rate of -1.76% and a 2-quarter average growth rate of 3.03%. The portfolio is managed by Michelle Carter, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NUENucor Corp Recent Activity Increased 33.77%	0.58%	$1.202M 10,300 shares@ $116.7 avg price	Increased 33.77%
APPApplovin Corp Recent Activity New Position	0.58%	$1.198M 3,700 shares@ $323.79 avg price	New Position
SWKStanley Black & Decker Inc Recent Activity New Position	0.58%	$1.196M 14,900 shares@ $80.27 avg price	New Position
JLLJones Lang Lasalle Inc Recent Activity Increased 9.31%	0.57%	$1.189M 4,700 shares@ $252.98 avg price	Increased 9.31%
FANGDiamondback Energy Inc Recent Activity	0.57%	$1.179M 7,200 shares@ $163.75 avg price
TSNTyson Foods Inc Recent Activity	0.57%	$1.177M 20,500 shares@ $57.42 avg price
MOSMosaic Co The Recent Activity	0.56%	$1.17M 47,600 shares@ $24.58 avg price
VRTVertiv Holdings Co Recent Activity Decreased -15.12%	0.55%	$1.147M 10,100 shares@ $113.57 avg price	Decreased -15.12%
NEMNewmont Corp Recent Activity New Position	0.54%	$1.124M 30,200 shares@ $37.22 avg price	New Position
KNXKnight-swift Transportation Ho Recent Activity	0.54%	$1.119M 21,100 shares@ $53.04 avg price