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Michelle Carter

@Polianta Ltd

Latest period2024 - Q4ReportedManaged Assets$209.294MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RRXRegal Rexnord Corp
Recent Activity
0.51%
$1.054M
6,800 shares@ $155.0 avg price
FSLRFirst Solar Inc
Recent Activity
New Position
0.5%
$1.039M
5,900 shares@ $176.11 avg price
CVNACarvana Co
Recent Activity
Decreased -29.16%
0.5%
$1.037M
5,100 shares@ $203.34 avg price
INTCIntel Corp
Recent Activity
0.5%
$1.036M
51,700 shares@ $20.04 avg price
FFord Motor Co
Recent Activity
0.5%
$1.034M
104,500 shares@ $9.9 avg price
BGBunge Global Sa
Recent Activity
0.49%
$1.01M
13,000 shares@ $77.7 avg price
VLOValero Energy Corp
Recent Activity
0.46%
$956,000
7,800 shares@ $122.57 avg price
BLDRBuilders Firstsource Inc
Recent Activity
0.45%
$929,000
6,500 shares@ $142.93 avg price
LENLennar Corp
Recent Activity
New Position
0.44%
$900,000
6,600 shares@ $136.37 avg price
MSTRMicrostrategy Inc
Recent Activity
Decreased -65.38%
0.38%
$781,000
2,700 shares@ $289.26 avg price