Polaris Equity Management

Latest statistics and disclosures from Polaris Equity Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Polaris Equity Management

Polaris Equity Management holds 160 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Value Index (IVE) 9.7 $30B NEW 409k 73800.00
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iShares iBoxx $ High Yid Corp Bond (HYG) 8.1 $25B NEW 267k 94350.00
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Market Vectors Emerging Mkts Local ETF 7.9 $25B NEW 907k 27040.00
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iShares Russell Midcap Value Index (IWS) 7.0 $22B NEW 379k 57000.00
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SPDR DB Int'l Govt Infl Pro Bond (WIP) 7.0 $22B NEW 347k 62090.00
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Ishares Tr fltg rate nt (FLOT) 5.6 $17B NEW 341k 50680.00
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iShares S&P US Pref Stock Idx Fnd (PFF) 5.5 $17B +5360% 419k 40520.00
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Market Vectors High Yield Muni. Ind 4.9 $15B NEW 460k 32880.00
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iShares S&P SmallCap 600 Value Idx (IJS) 4.8 $15B NEW 167k 89930.00
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iShares Russell 1000 Growth Index (IWF) 4.5 $14B NEW 195k 71370.00
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iShares Russell Midcap Growth Idx. (IWP) 3.7 $12B NEW 165k 69870.00
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iShares MSCI Pacific ex-Japan Idx (EPP) 3.7 $11B NEW 229k 49700.00
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iShares MSCI EAFE Index Fund (EFA) 3.6 $11B +80919% 190k 58980.00
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iShares S&P Cal AMTFr Mncpl Bnd (CMF) 3.5 $11B NEW 95k 114792.00
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iShares MSCI Emerging Markets Indx (EEM) 3.3 $10B NEW 242k 42770.00
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iShares Russell 2000 Growth Index (IWO) 2.5 $7.9B 73k 107640.00
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iShares Lehman 1-3 Year Treas.Bond (SHY) 2.1 $6.5B NEW 77k 84470.00
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Health Care SPDR (XLV) 1.5 $4.7B NEW 101k 46009.00
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SPDR DJ International Real Estate ETF (RWX) 1.4 $4.2B 99k 43010.00
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iShares Dow Jones US Consumer Ser. (IYC) 1.3 $3.9B 40k 97610.01
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Financial Select Sector SPDR (XLF) 1.2 $3.8B NEW 209k 18209.00
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Acacia Research Corporation (ACTG) 0.5 $1.5B NEW 48k 30169.99
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SPDR Barclays Capital High Yield B 0.5 $1.4B +20% 34k 41109.99
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Apple (AAPL) 0.3 $792M NEW 1.8k 442659.96
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Exxon Mobil Corporation (XOM) 0.2 $766M +2% 8.5k 90110.01
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Vanguard Emerging Markets ETF (VWO) 0.2 $610M -52% 14k 42895.00
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Chevron Corporation (CVX) 0.2 $556M +3% 4.7k 118820.09
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Microsoft Corporation (MSFT) 0.2 $535M +61% 19k 28604.98
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Western Digital (WDC) 0.2 $494M +4% 9.8k 50290.03
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Western Union Company (WU) 0.1 $452M +5% 30k 15039.99
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Marathon Petroleum Corp (MPC) 0.1 $468M 5.2k 89600.00
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JPMorgan Chase & Co. (JPM) 0.1 $424M +5% 8.9k 47460.03
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International Business Machines (IBM) 0.1 $395M +9% 1.9k 213300.05
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UnitedHealth (UNH) 0.1 $404M +7% 7.1k 57210.06
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Abbott Laboratories (ABT) 0.1 $363M NEW 10k 35320.04
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Travelers Companies (TRV) 0.1 $357M NEW 4.2k 84190.09
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Walgreen Company 0.1 $362M +5% 7.6k 47679.97
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Rockwood Holdings 0.1 $364M NEW 5.6k 65439.93
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Berkshire Hathaway (BRK.B) 0.1 $347M NEW 3.3k 104200.00
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CSX Corporation (CSX) 0.1 $352M +7% 14k 24629.97
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Wal-Mart Stores (WMT) 0.1 $356M +10% 4.8k 74829.93
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Home Depot (HD) 0.1 $330M +5% 4.7k 69779.92
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Tyson Foods (TSN) 0.1 $349M NEW 14k 24819.97
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Valero Energy Corporation (VLO) 0.1 $354M 7.8k 45490.03
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Aetna 0.1 $326M NEW 6.4k 51129.98
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Allstate Corporation (ALL) 0.1 $356M NEW 7.3k 49070.07
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WellPoint 0.1 $330M +4880% 5.0k 66229.92
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Illinois Tool Works (ITW) 0.1 $335M +6% 5.5k 60940.00
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Deluxe Corporation (DLX) 0.1 $356M NEW 8.6k 41400.00
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URS Corporation 0.1 $338M NEW 7.1k 47409.98
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Hollyfrontier Corp 0.1 $328M NEW 6.4k 51450.00
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Intel Corporation (INTC) 0.1 $318M 15k 21835.03
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Medtronic 0.1 $306M +6% 6.5k 46959.97
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CVS Caremark Corporation (CVS) 0.1 $319M NEW 5.8k 54990.00
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Helmerich & Payne (HP) 0.1 $302M NEW 5.0k 60700.00
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Target Corporation (TGT) 0.1 $302M NEW 4.4k 68450.11
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Reliance Steel & Aluminum (RS) 0.1 $320M NEW 4.5k 71169.93
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Alpha & Omega Semiconductor (AOSL) 0.1 $311M 35k 8880.00
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J Global (ZD) 0.1 $315M +4% 8.0k 39209.94
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AFLAC Incorporated (AFL) 0.1 $265M NEW 5.1k 52020.00
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Ca 0.1 $279M +7% 11k 25180.04
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PDL BioPharma 0.1 $267M +8% 37k 7300.00
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CF Industries Holdings (CF) 0.1 $267M NEW 1.4k 190370.00
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Wells Fargo & Company (WFC) 0.1 $249M NEW 6.7k 36990.03
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Parker-Hannifin Corporation (PH) 0.1 $260M +5% 2.8k 91579.89
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Procter & Gamble Company (PG) 0.1 $252M 3.3k 77060.15
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AES Corporation (AES) 0.1 $216M NEW 17k 12570.01
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PNM Resources (PNM) 0.1 $211M NEW 9.1k 23289.96
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Broadridge Financial Solutions (BR) 0.1 $199M +7% 8.0k 24840.00
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Vanguard Value ETF (VTV) 0.1 $187M 2.9k 65530.18
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iShares FTSE KLD Select Scil Idx (SUSA) 0.1 $159M 2.4k 66489.96
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iShares FTSE KLD 400 Social Idx (DSI) 0.1 $162M 2.8k 58160.07
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Johnson & Johnson (JNJ) 0.0 $110M 1.3k 81530.02
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Vanguard Total Bond Market ETF (BND) 0.0 $127M 1.5k 83640.13
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Vanguard Mid-Cap Value ETF (VOE) 0.0 $130M 1.9k 67189.89
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Morgan Stanley (MS) 0.0 $82M -14% 3.7k 21980.13
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McKesson Corporation (MCK) 0.0 $87M 803.00 107960.15
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Ford Motor Company (F) 0.0 $82M +219% 6.2k 13150.08
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Vanguard Short-Term Bond ETF (BSV) 0.0 $78M 960.00 80989.58
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Vanguard Small-Cap Value ETF (VBR) 0.0 $90M 1.1k 82149.64
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Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.0 $100M 1.1k 87369.85
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Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.0 $84M 1.4k 60050.32
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Occidental Petroleum Corporation (OXY) 0.0 $47M 604.00 78369.21
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Google 0.0 $47M +59% 59.00 794186.44
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Vanguard Small-Cap Growth ETF (VBK) 0.0 $60M 602.00 99920.27
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Vanguard Pacific ETF (VPL) 0.0 $58M 995.00 58030.15
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Vanguard Mid-Cap Growth ETF (VOT) 0.0 $74M 958.00 77030.27
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Vanguard Long Term Corporate Bond ETF (VCLT) 0.0 $77M 867.00 89179.93
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American Express Company (AXP) 0.0 $18M NEW 272.00 67459.56
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FedEx Corporation (FDX) 0.0 $30M NEW 300.00 98200.00
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Pfizer (PFE) 0.0 $26M NEW 883.00 28859.57
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Walt Disney Company (DIS) 0.0 $34M -45% 604.00 56799.67
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General Electric Company 0.0 $29M 1.3k 23120.19
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3M Company (MMM) 0.0 $23M +6% 212.00 106311.32
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At&t (T) 0.0 $23M -14% 612.00 36689.54
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Cisco Systems (CSCO) 0.0 $42M +626% 2.0k 20894.84
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National-Oilwell Var 0.0 $21M NEW 302.00 70751.66
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Thermo Fisher Scientific (TMO) 0.0 $20M 265.00 76490.57
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Pepsi (PEP) 0.0 $28M NEW 356.00 79109.55
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Symantec Corporation 0.0 $19M NEW 786.00 24679.39
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PG&E Corporation (PCG) 0.0 $27M 594.00 44530.30
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Visa (V) 0.0 $21M NEW 121.00 169842.98
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Oracle Corporation (ORCL) 0.0 $16M NEW 493.00 32330.63
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Varian Medical Systems 0.0 $17M 238.00 72000.00
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Baidu (BIDU) 0.0 $35M NEW 400.00 87700.00
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Edison International (EIX) 0.0 $20M 400.00 50320.00
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Life Partners Holdings 0.0 $29M 7.5k 3910.00
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iShares Lehman Aggregate Bond (AGG) 0.0 $28M NEW 250.00 110732.00
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Vanguard Consumer Discretionary ETF (VCR) 0.0 $32M 380.00 84828.95
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Vanguard Health Care ETF (VHT) 0.0 $43M 520.00 82919.23
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Vanguard Utilities ETF (VPU) 0.0 $31M 365.00 84750.68
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Vanguard Consumer Staples ETF (VDC) 0.0 $31M 310.00 100729.03
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Vanguard Short Term Corporate Bond ETF (VCSH) 0.0 $42M 519.00 80335.26
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iShares S&P Moderate Allocation Fund ETF (AOM) 0.0 $22M -17% 654.00 32830.28
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Covidien 0.0 $18M NEW 262.00 67839.69
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Time Warner Cable 0.0 $1.2M -99% 12.00 96083.33
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Time Warner 0.0 $2.8M +206% 49.00 57612.24
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Taiwan Semiconductor Mfg (TSM) 0.0 $5.2M NEW 300.00 17190.00
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Discover Financial Services (DFS) 0.0 $1.2M 26.00 44846.15
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Monsanto Company 0.0 $3.6M NEW 34.00 105617.65
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Mattel (MAT) 0.0 $13M NEW 300.00 43770.00
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NVIDIA Corporation (NVDA) 0.0 $3.8M NEW 300.00 12830.00
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Cadence Design Systems (CDNS) 0.0 $2.8M 200.00 13930.00
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Allergan 0.0 $15M NEW 134.00 111626.87
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Aol 0.0 $154k +300% 4.00 38500.00
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Philip Morris International (PM) 0.0 $9.3M 100.00 92710.00
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Nortel Networks Corporation 0.0 $0 40.00 0.00
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EMC Corporation 0.0 $11M NEW 450.00 23891.11
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Federal Home Loan Mortgage (FMCC) 0.0 $339k NEW 500.00 678.00
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Applied Materials (AMAT) 0.0 $1.3M NEW 100.00 13480.00
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J.M. Smucker Company (SJM) 0.0 $198k 2.00 99000.00
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Advanced Micro Devices (AMD) 0.0 $1.8M NEW 700.00 2550.00
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ArcelorMittal 0.0 $13M NEW 1.0k 13030.00
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Cirrus Logic (CRUS) 0.0 $3.8M NEW 167.00 22748.50
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Elan Corporation 0.0 $5.1M 430.00 11800.00
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Ihs 0.0 $11M NEW 100.00 104720.00
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iShares S&P 500 Growth Index (IVW) 0.0 $4.1M +66% 50.00 82380.00
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iShares S&P MidCap 400 Growth (IJK) 0.0 $6.4M +42% 50.00 128140.00
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Consumer Staples Select Sect. SPDR (XLP) 0.0 $1.6M -99% 40.00 39775.00
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American Capital Agency 0.0 $361k NEW 11.00 32818.18
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iShares Dow Jones US Tele (IYZ) 0.0 $1.7M NEW 70.00 24300.00
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Solutia Incorporated 0.0 $0 NEW 20.00 0.00
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iShares Dow Jones Select Dividend (DVY) 0.0 $13M NEW 200.00 63400.00
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iShares S&P SmallCap 600 Index (IJR) 0.0 $6.5M NEW 75.00 87066.67
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iShares Barclays TIPS Bond Fund (TIP) 0.0 $12M NEW 100.00 121270.00
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iShares MSCI Canada Index (EWC) 0.0 $5.0M -30% 175.00 28508.57
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Vanguard Information Technology ETF (VGT) 0.0 $2.2M -99% 30.00 72900.00
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PowerShares Emerging Markets Sovere 0.0 $15M NEW 500.00 29780.00
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iShares S&P MidCap 400 Value Index (IJJ) 0.0 $5.0M 50.00 100900.00
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PowerShares DB Agriculture Fund 0.0 $5.2M 200.00 25900.00
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PowerShrs CEF Income Cmpst Prtfl 0.0 $26k NEW 1.00 26000.00
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Barclays Bk Plc ipath dynm vix 0.0 $4.1M NEW 100.00 41050.00
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Zynga 0.0 $3.4M NEW 1.0k 3360.00
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Entertainment Games 0.0 $4.9M 48k 101.51
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Read Rite 0.0 $0 NEW 100.00 0.00
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Combimatrix Corporation 0.0 $904k 269.00 3360.59
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China Intelligence Info Syst (IICN) 0.0 $480k NEW 10k 48.00
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Clean Coal Technologies 0.0 $8.5M NEW 170k 50.00
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Empire Energy Corp Intl 0.0 $850k NEW 100k 8.50
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Sutter Gold Mining (SGMNF) 0.0 $1.9M NEW 6.8k 283.36
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Past Filings by Polaris Equity Management

SEC 13F filings are viewable for Polaris Equity Management going back to 2011