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Polaris Financial Partners

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

Central Index Key (CIK): 0002103435

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Positions held by Polaris Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Polaris Financial Partners

Polaris Financial Partners holds 372 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
NVIDIA Corporation (NVDA)	16.6	$37M	161k	230.57	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	9.6	$21M	334k	64.15	View chart
Amazon (AMZN)	8.3	$19M	74k	251.50	View chart
Apple (AAPL)	6.0	$14M	40k	336.41	View chart
Meta Platforms Cl A (META)	3.5	$7.8M	11k	736.23	View chart
Caterpillar (CAT)	3.5	$7.8M	9.5k	817.87	View chart
Ishares Tr Ishares Semicdtr (SOXX)	3.3	$7.3M	13k	567.05	View chart
Invesco Actively Managed Exc Invesco Top Qqq (QBIG)	3.2	$7.2M	9.7k	744.23	View chart
Micron Technology (MU)	2.7	$6.1M	5.7k	1073.30	View chart
Dell Technologies CL C (DELL)	2.2	$5.0M	9.2k	544.44	View chart
Lam Research Corp Com New (LRCX)	2.1	$4.8M	15k	325.98	View chart
Microsoft Corporation (MSFT)	2.0	$4.5M	8.7k	518.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$4.4M	6.2k	706.23	View chart
Vertiv Holdings Com Cl A (VRT)	1.9	$4.2M	17k	242.44	View chart
Vanguard World Inf Tech Etf (VGT)	1.8	$4.0M	32k	126.30	View chart
Palo Alto Networks (PANW)	1.5	$3.5M	8.6k	402.92	View chart
Costco Wholesale Corporation (COST)	1.5	$3.4M	3.7k	919.84	View chart
American Electric Power Company (AEP)	1.3	$2.9M	24k	119.71	View chart
Netflix (NFLX)	1.2	$2.7M	38k	70.17	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$2.4M	7.0k	348.57	View chart
Waste Management (WM)	1.1	$2.4M	12k	205.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$2.3M	6.4k	351.95	View chart
Marriott Intl Cl A (MAR)	1.0	$2.2M	6.3k	358.38	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$2.1M	2.8k	768.72	View chart
Wal-Mart Stores (WMT)	0.8	$1.8M	18k	105.52	View chart
Arista Networks Com Shs (ANET)	0.8	$1.8M	9.0k	204.17	View chart
Wedbush Ser Tr Dan Ive Revo Etf (IVES)	0.8	$1.7M	41k	41.37	View chart
Lumentum Hldgs (LITE)	0.6	$1.4M	1.5k	957.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.3M	2.7k	500.56	View chart
Roundhill Etf Trust Mag Sev Cal Etf (MAGY)	0.5	$1.2M	16k	72.39	View chart
Eaton Corp SHS (ETN)	0.5	$1.1M	2.5k	431.96	View chart
Broadcom (AVGO)	0.5	$1.1M	3.1k	353.34	View chart
Global X Fds Genomics And Bio (GNOM)	0.5	$1.1M	15k	70.94	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.4	$848k	8.5k	99.29	View chart
Tidal Trust Ii Fitz-gerald Must a	0.4	$847k	33k	25.88	View chart
Cintas Corporation (CTAS)	0.4	$830k	4.2k	196.87	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.3	$779k	15k	53.69	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$730k	402.00	1815.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$687k	5.4k	126.24	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$687k	3.2k	217.54	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.3	$681k	3.6k	189.01	View chart
Nucor Corporation (NUE)	0.3	$619k	2.6k	236.44	View chart
Procter & Gamble Company (PG)	0.3	$607k	4.1k	146.55	View chart
Palantir Technologies Cl A (PLTR)	0.3	$573k	3.0k	189.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$553k	1.9k	286.23	View chart
Eli Lilly & Co. (LLY)	0.2	$551k	464.00	1187.50	View chart
CRH Ord (CRH)	0.2	$538k	6.5k	83.08	View chart
Advanced Micro Devices (AMD)	0.2	$493k	814.00	605.65	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.2	$480k	3.2k	152.14	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$476k	5.6k	85.32	View chart
JPMorgan Chase & Co. (JPM)	0.2	$456k	1.4k	332.60	View chart
Western Digital (WDC)	0.2	$431k	936.00	460.47	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.2	$411k	12k	34.55	View chart
Amphenol Corp Cl A (APH)	0.2	$401k	4.8k	84.39	View chart
Ge Aerospace Com New (GE)	0.2	$396k	1.3k	314.79	View chart
Deere & Company (DE)	0.2	$396k	586.00	675.77	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.2	$378k	2.4k	158.89	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$372k	1.1k	354.29	View chart
Iren Ordinary Shares (IREN)	0.2	$342k	8.3k	41.22	View chart
Vistra Energy (VST)	0.2	$338k	2.4k	138.30	View chart
Applied Industrial Technologies (AIT)	0.2	$337k	1.0k	334.66	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$334k	3.3k	100.60	View chart
Marvell Technology (MRVL)	0.1	$333k	1.3k	260.97	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$314k	748.00	420.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$301k	3.3k	90.99	View chart
Visa Com Cl A (V)	0.1	$299k	830.00	360.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$283k	750.00	377.33	View chart
Hewlett Packard Enterprise (HPE)	0.1	$282k	4.3k	65.25	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$276k	3.3k	82.44	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$275k	2.8k	97.38	View chart
Intelligent Group Cl A Ord Shs New (INTJ)	0.1	$269k	2.3k	119.45	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	0.1	$265k	2.6k	102.20	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$263k	1.6k	165.20	View chart
Carpenter Technology Corporation (CRS)	0.1	$258k	668.00	386.23	View chart
Tesla Motors (TSLA)	0.1	$255k	726.00	351.24	View chart
Lowe's Companies (LOW)	0.1	$253k	1.4k	186.17	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$253k	2.5k	99.53	View chart
American Express Company (AXP)	0.1	$238k	778.00	305.91	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$233k	1.3k	182.75	View chart
Celestica (CLS)	0.1	$232k	653.00	355.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$230k	2.9k	78.81	View chart
Dynatrace Com New (DT)	0.1	$229k	3.9k	58.18	View chart
Nextera Energy (NEE)	0.1	$219k	2.9k	76.07	View chart
First Tr Exchange Traded Intl Rising Div (IDVY)	0.1	$218k	2.8k	78.73	View chart
Abbvie (ABBV)	0.1	$205k	778.00	263.50	View chart
RBB Sgi Us Large Cap (SGLC)	0.1	$179k	6.4k	28.04	View chart
Delta Air Lines Com New (DAL)	0.1	$178k	2.1k	83.10	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$170k	1.1k	161.90	View chart
Quanta Services (PWR)	0.1	$154k	239.00	644.35	View chart
Corning Incorporated (GLW)	0.1	$152k	991.00	153.38	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.1	$147k	71.00	2070.42	View chart
Sherwin-Williams Company (SHW)	0.1	$147k	453.00	324.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$147k	386.00	380.83	View chart
Knowles (KN)	0.1	$146k	3.9k	37.06	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$145k	542.00	267.53	View chart
Altria (MO)	0.1	$144k	2.1k	68.21	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$141k	276.00	510.87	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$137k	990.00	138.38	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$136k	1.2k	108.89	View chart
Darden Restaurants (DRI)	0.1	$133k	677.00	196.45	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$131k	1.1k	122.09	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$131k	779.00	168.16	View chart
Abbott Laboratories (ABT)	0.1	$129k	1.3k	100.08	View chart
Terawulf (WULF)	0.1	$128k	8.6k	14.82	View chart
W.W. Grainger (GWW)	0.1	$125k	100.00	1250.00	View chart
Nebius Group Shs Class A (NBIS)	0.1	$123k	514.00	239.30	View chart
Coca-Cola Company (KO)	0.1	$123k	1.4k	87.17	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$122k	2.0k	61.77	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$120k	357.00	336.13	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$120k	1.2k	98.28	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$118k	2.0k	58.78	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$116k	1.2k	97.73	View chart
Vanguard World Health Car Etf (VHT)	0.1	$115k	361.00	318.56	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$114k	779.00	146.34	View chart
Natera (NTRA)	0.1	$114k	267.00	426.97	View chart
O'reilly Automotive (ORLY)	0.1	$113k	1.3k	85.61	View chart
Teradyne (TER)	0.1	$113k	282.00	400.71	View chart
Wayfair Cl A (W)	0.1	$113k	1.1k	104.24	View chart
Hilton Worldwide Holdings (HLT)	0.0	$112k	350.00	320.00	View chart
Constellation Energy (CEG)	0.0	$111k	440.00	252.27	View chart
Cisco Systems (CSCO)	0.0	$111k	1.0k	107.87	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$110k	1.2k	94.34	View chart
Servicenow (NOW)	0.0	$109k	811.00	134.40	View chart
Biogen Idec (BIIB)	0.0	$109k	477.00	228.51	View chart
Cummins (CMI)	0.0	$107k	206.00	519.42	View chart
Tractor Supply Company (TSCO)	0.0	$106k	3.4k	31.19	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$105k	1.6k	67.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$104k	135.00	770.37	View chart
Martin Marietta Materials (MLM)	0.0	$104k	214.00	485.98	View chart
Oracle Corporation (ORCL)	0.0	$103k	752.00	136.97	View chart
Analog Devices (ADI)	0.0	$102k	257.00	396.89	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.0	$101k	1.7k	61.17	View chart
CF Industries Holdings (CF)	0.0	$100k	857.00	116.69	View chart
Royal Caribbean Cruises (RCL)	0.0	$97k	363.00	267.22	View chart
FedEx Corporation (FDX)	0.0	$96k	337.00	284.87	View chart
Oklo Com Cl A (OKLO)	0.0	$93k	2.5k	37.80	View chart
Verizon Communications (VZ)	0.0	$92k	2.0k	46.18	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.0	$91k	876.00	103.88	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$91k	1.7k	53.03	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.0	$91k	2.0k	44.67	View chart
Ishares Msci Brazil Etf (EWZ)	0.0	$90k	2.4k	37.28	View chart
AutoZone (AZO)	0.0	$84k	30.00	2800.00	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.0	$84k	616.00	136.36	View chart
Wedbush Ser Tr Dan Iv Ai Pw Etf a	0.0	$84k	3.3k	25.31	View chart
Home Depot (HD)	0.0	$83k	292.00	284.25	View chart
Bit Digital SHS (BTBT)	0.0	$82k	600.00	136.67	View chart
Pulte (PHM)	0.0	$81k	694.00	116.71	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$80k	772.00	102.94	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$79k	172.00	459.30	View chart
Citigroup Com New (C)	0.0	$78k	600.00	130.00	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$76k	303.00	250.83	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$74k	265.00	279.25	View chart
United Rentals (URI)	0.0	$73k	71.00	1028.17	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$73k	1.4k	50.69	View chart
Marathon Petroleum Corp (MPC)	0.0	$71k	177.00	401.13	View chart
Chevron Corporation (CVX)	0.0	$69k	335.00	205.97	View chart
Steel Dynamics (STLD)	0.0	$68k	306.00	222.22	View chart
Applied Materials (AMAT)	0.0	$67k	132.00	507.58	View chart
Merck & Co (MRK)	0.0	$66k	451.00	146.34	View chart
Vanguard World Financials Etf (VFH)	0.0	$66k	503.00	131.21	View chart
Space Exploration Techn Corp Class A Com Stk a (SPCX)	0.0	$66k	435.00	151.72	View chart
Black Titan Corp Ord Shs (BTTC)	0.0	$65k	61.00	1065.57	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$65k	625.00	104.00	View chart
Vanguard Malvern Fds Us High-yield a	0.0	$64k	408.00	156.86	View chart
Morgan Stanley Com New (MS)	0.0	$63k	331.00	190.33	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$63k	562.00	112.10	View chart
Lockheed Martin Corporation (LMT)	0.0	$60k	116.00	517.24	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$60k	739.00	81.19	View chart
UnitedHealth (UNH)	0.0	$60k	161.00	372.67	View chart
MercadoLibre (MELI)	0.0	$59k	34.00	1735.29	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.0	$59k	270.00	218.52	View chart
Ishares Tr Invt Grd Corp Bd (LQDW)	0.0	$59k	573.00	102.97	View chart
Garmin SHS (GRMN)	0.0	$58k	200.00	290.00	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$58k	338.00	171.60	View chart
Paccar (PCAR)	0.0	$57k	518.00	110.04	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.0	$56k	1.8k	31.57	View chart
Johnson & Johnson (JNJ)	0.0	$56k	209.00	267.94	View chart
Coreweave Com Cl A (CRWV)	0.0	$56k	646.00	86.69	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$56k	1.6k	35.87	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$54k	473.00	114.16	View chart
At&t (T)	0.0	$54k	2.2k	24.66	View chart
Amgen (AMGN)	0.0	$53k	126.00	420.63	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.0	$51k	797.00	63.99	View chart
Snowflake Com Shs (SNOW)	0.0	$51k	148.00	344.59	View chart
Penguin Solutions (PENG)	0.0	$50k	903.00	55.37	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.0	$49k	799.00	61.33	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$49k	505.00	97.03	View chart
Vaneck Etf Trust Consumer Staples a	0.0	$49k	222.00	220.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$49k	828.00	59.18	View chart
Schneider National CL B (SNDR)	0.0	$48k	1.5k	32.26	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$45k	672.00	66.96	View chart
Raytheon Technologies Corp (RTX)	0.0	$44k	234.00	188.03	View chart
CSX Corporation (CSX)	0.0	$44k	947.00	46.46	View chart
Sphere Entertainment Cl A (SPHR)	0.0	$43k	318.00	135.22	View chart
Global X Fds Global X Copper (COPX)	0.0	$43k	507.00	84.81	View chart
KB Home (KBH)	0.0	$43k	910.00	47.25	View chart
Pfizer (PFE)	0.0	$43k	1.5k	29.03	View chart
Rockwell Automation (ROK)	0.0	$42k	96.00	437.50	View chart
Synopsys (SNPS)	0.0	$41k	96.00	427.08	View chart
Insight Enterprises (NSIT)	0.0	$41k	263.00	155.89	View chart
salesforce (CRM)	0.0	$40k	176.00	227.27	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$39k	390.00	100.00	View chart
Barclays Adr (BCS)	0.0	$38k	1.6k	24.36	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$37k	158.00	234.18	View chart
Okta Cl A (OKTA)	0.0	$36k	169.00	213.02	View chart
Materion Corporation (MTRN)	0.0	$36k	132.00	272.73	View chart
MetLife (MET)	0.0	$36k	380.00	94.74	View chart
Homestolife Ord Shs (HTLM)	0.0	$35k	256.00	136.72	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.0	$34k	830.00	40.96	View chart
Coherent Corp (COHR)	0.0	$34k	121.00	280.99	View chart
InterDigital (IDCC)	0.0	$33k	100.00	330.00	View chart
Invesco Exchange Traded Fd T S&p 500a Eql (RSPC)	0.0	$32k	453.00	70.64	View chart
Datadog Cl A Com (DDOG)	0.0	$32k	115.00	278.26	View chart
Thermo Fisher Scientific (TMO)	0.0	$32k	47.00	680.85	View chart
Moog Cl A (MOG.A)	0.0	$32k	82.00	390.24	View chart
Ecolab (ECL)	0.0	$31k	113.00	274.34	View chart
Linde SHS (LIN)	0.0	$31k	64.00	484.38	View chart
Scripps E W Co Ohio Cl A New (SSP)	0.0	$31k	12k	2.59	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$30k	100.00	300.00	View chart
Casey's General Stores (CASY)	0.0	$29k	48.00	604.17	View chart
Lennar Corp Cl A (LEN)	0.0	$27k	328.00	82.32	View chart
Hartford Financial Services (HIG)	0.0	$27k	220.00	122.73	View chart
Whitefiber SHS (WYFI)	0.0	$27k	1.5k	18.00	View chart
Texas Ventures Acquisition I Usd Cl A Ord Shs (TVA)	0.0	$27k	171.00	157.89	View chart
Applied Optoelectronics (AAOI)	0.0	$26k	261.00	99.62	View chart
Nasdaq Omx (NDAQ)	0.0	$26k	247.00	105.26	View chart
Parker-Hannifin Corporation (PH)	0.0	$26k	27.00	962.96	View chart
Pepsi (PEP)	0.0	$26k	201.00	129.35	View chart
Tenaris S A Sponsored Ads (TS)	0.0	$26k	474.00	54.85	View chart
Automatic Data Processing (ADP)	0.0	$25k	95.00	263.16	View chart
Corgi Etf Tr I U.s. Small-cap a	0.0	$25k	212.00	117.92	View chart
AmerisourceBergen (COR)	0.0	$24k	80.00	300.00	View chart
Spotify Technology S A SHS (SPOT)	0.0	$24k	48.00	500.00	View chart
Ameriprise Financial (AMP)	0.0	$24k	49.00	489.80	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$24k	243.00	98.77	View chart
Ball Corporation (BALL)	0.0	$23k	410.00	56.10	View chart
Bank of America Corporation (BAC)	0.0	$23k	419.00	54.89	View chart
Anthem (ELV)	0.0	$23k	58.00	396.55	View chart
Roundhill Neocloud Etf no list match	0.0	$23k	954.00	24.11	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$22k	866.00	25.40	View chart
Comcast Corp Cl A (CMCSA)	0.0	$22k	994.00	22.13	View chart
Curtiss-Wright (CW)	0.0	$21k	39.00	538.46	View chart
Investment Managers Ser Tr I Tradr 2x Ibm Etf	0.0	$20k	92.00	217.39	View chart
Fluor Corporation (FLR)	0.0	$20k	405.00	49.38	View chart
Fedex Fght Hldg Call a	0.0	$19k	167.00	113.77	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$19k	114.00	166.67	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$18k	276.00	65.22	View chart
L3harris Technologies (LHX)	0.0	$18k	75.00	240.00	View chart
Dolby Laboratories Com Cl A (DLB)	0.0	$18k	248.00	72.58	View chart
Texas Instruments Incorporated (TXN)	0.0	$17k	59.00	288.14	View chart
Emerson Electric (EMR)	0.0	$17k	109.00	155.96	View chart
Amkor Technology (AMKR)	0.0	$17k	321.00	52.96	View chart
Travelers Companies (TRV)	0.0	$16k	45.00	355.56	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$16k	180.00	88.89	View chart
Intercontinental Exchange (ICE)	0.0	$16k	102.00	156.86	View chart
Ishares Tr Msci China Etf (MCHI)	0.0	$16k	309.00	51.78	View chart
Chubb (CB)	0.0	$15k	46.00	326.09	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.0	$15k	187.00	80.21	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$14k	267.00	52.43	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.0	$14k	229.00	61.14	View chart
Phillips 66 (PSX)	0.0	$14k	54.00	259.26	View chart
S&p Global (SPGI)	0.0	$14k	36.00	388.89	View chart
Mastercard Incorporated Cl A (MA)	0.0	$14k	25.00	560.00	View chart
Cardinal Health (CAH)	0.0	$14k	63.00	222.22	View chart
The Trade Desk Com Cl A (TTD)	0.0	$14k	1.2k	11.76	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$13k	155.00	83.87	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$12k	502.00	23.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$12k	166.00	72.29	View chart
Gilead Sciences (GILD)	0.0	$12k	78.00	153.85	View chart
Valero Energy Corporation (VLO)	0.0	$12k	31.00	387.10	View chart
Qualcomm (QCOM)	0.0	$12k	64.00	187.50	View chart
McDonald's Corporation (MCD)	0.0	$12k	51.00	235.29	View chart
Thrivent Etf Trust Small Cap Value (TSCV)	0.0	$12k	51.00	235.29	View chart
Duke Energy Corp Com New (DUK)	0.0	$12k	106.00	113.21	View chart
Scotts Miracle-gro Cl A (SMG)	0.0	$12k	235.00	51.06	View chart
Powell Industries (POWL)	0.0	$11k	57.00	192.98	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$11k	75.00	146.67	View chart
Union Pacific Corporation (UNP)	0.0	$11k	39.00	282.05	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$11k	32.00	343.75	View chart
3M Company (MMM)	0.0	$11k	67.00	164.18	View chart
Vanguard World Industrial Etf (VIS)	0.0	$11k	34.00	323.53	View chart
Astronics Corporation (ATRO)	0.0	$10k	146.00	68.49	View chart
Corteva (CTVA)	0.0	$10k	133.00	75.19	View chart
Cme (CME)	0.0	$10k	39.00	256.41	View chart
J-star Hldg Ord Shs Class A (YMAT)	0.0	$10k	108.00	92.59	View chart
Live Nation Entertainment (LYV)	0.0	$10k	61.00	163.93	View chart
Vulcan Materials Company (VMC)	0.0	$9.0k	36.00	250.00	View chart
American Superconductor Corp Shs New (AMSC)	0.0	$9.0k	288.00	31.25	View chart
Motorola Solutions Com New (MSI)	0.0	$9.0k	21.00	428.57	View chart
Yum! Brands (YUM)	0.0	$9.0k	66.00	136.36	View chart
Millrose Pptys Com Cl A (MRP)	0.0	$9.0k	361.00	24.93	View chart
Digital World Acquisition Co Class A (DJT)	0.0	$8.0k	848.00	9.43	View chart
Nli Holdings Com New (NL)	0.0	$8.0k	207.00	38.65	View chart
Corgi Etf Tr I Lithography Semi a	0.0	$7.0k	260.00	26.92	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.0	$7.0k	172.00	40.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$7.0k	246.00	28.46	View chart
Medtronic SHS (MDT)	0.0	$7.0k	82.00	85.37	View chart
Sprott Fds Tr Copper Miner Etf (COPP)	0.0	$7.0k	174.00	40.23	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$7.0k	34.00	205.88	View chart
EOG Resources (EOG)	0.0	$7.0k	50.00	140.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$7.0k	41.00	170.73	View chart
Adobe Systems Incorporated (ADBE)	0.0	$7.0k	30.00	233.33	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$7.0k	54.00	129.63	View chart
Ishares Tr Core Divid Etf (DIVB)	0.0	$6.0k	225.00	26.67	View chart
Vaneck Etf Trust Digital Native (GENZ)	0.0	$6.0k	319.00	18.81	View chart
Exelon Corporation (EXC)	0.0	$6.0k	144.00	41.67	View chart
Circle Internet Group Com Cl A (CRCL)	0.0	$6.0k	76.00	78.95	View chart
Leidos Holdings (LDOS)	0.0	$6.0k	47.00	127.66	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$6.0k	125.00	48.00	View chart
Ohio Valley Banc (OVBC)	0.0	$6.0k	142.00	42.25	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$5.0k	91.00	54.95	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.0	$5.0k	77.00	64.94	View chart
Uber Technologies Note 5/1 a	0.0	$5.0k	74.00	67.57	View chart
Kroger (KR)	0.0	$5.0k	89.00	56.18	View chart
Goldman Sachs (GS)	0.0	$5.0k	5.00	1000.00	View chart
Boeing Company (BA)	0.0	$5.0k	25.00	200.00	View chart
Inno Holdings Com New d (INHD)	0.0	$5.0k	50.00	100.00	View chart
American Tower Reit (AMT)	0.0	$5.0k	31.00	161.29	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$5.0k	24.00	208.33	View chart
Bhp Billiton Sponsored Ads (BHP)	0.0	$5.0k	53.00	94.34	View chart
Chipotle Mexican Grill (CMG)	0.0	$5.0k	150.00	33.33	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$4.0k	652.00	6.13	View chart
Teradata Corporation (TDC)	0.0	$4.0k	122.00	32.79	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$4.0k	41.00	97.56	View chart
Workday Cl A (WDAY)	0.0	$4.0k	20.00	200.00	View chart
Viatris (VTRS)	0.0	$3.0k	171.00	17.54	View chart
Dominion Resources (D)	0.0	$3.0k	55.00	54.55	View chart
Carrier Global Corporation (CARR)	0.0	$3.0k	54.00	55.56	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$3.0k	33.00	90.91	View chart
D.R. Horton (DHI)	0.0	$3.0k	25.00	120.00	View chart
TransDigm Group Incorporated (TDG)	0.0	$3.0k	3.00	1000.00	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$3.0k	8.00	375.00	View chart
Intuit (INTU)	0.0	$3.0k	9.00	333.33	View chart
Fidelity National Information Services (FIS)	0.0	$3.0k	90.00	33.33	View chart
Valaris *w Exp 04/29/202 (VAL.WS)	0.0	$2.0k	274.00	7.30	View chart
Applied Digital Corp Com New (APLD)	0.0	$2.0k	97.00	20.62	View chart
Power Integrations (POWI)	0.0	$2.0k	35.00	57.14	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$2.0k	30.00	66.67	View chart
Otis Worldwide Corp (OTIS)	0.0	$2.0k	27.00	74.07	View chart
Bristol Myers Squibb (BMY)	0.0	$2.0k	32.00	62.50	View chart
Nike CL B (NKE)	0.0	$2.0k	64.00	31.25	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$2.0k	15.00	133.33	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.0	$2.0k	14.00	142.86	View chart
H&R Block (HRB)	0.0	$2.0k	44.00	45.45	View chart
Vale S A Sponsored Ads (VALE)	0.0	$2.0k	121.00	16.53	View chart
Global X Fds Shor Ter Tre Etf (SLDR)	0.0	$1.0k	52.00	19.23	View chart
Ouster Com New (OUST)	0.0	$1.0k	23.00	43.48	View chart
First Tr Exchange Traded Smid Cap Str Etf (FSCS)	0.0	$1.0k	36.00	27.78	View chart
Perimeter Solutions Common Stock (PRM)	0.0	$1.0k	24.00	41.67	View chart
Mobility Global Com Shs a	0.0	$1.0k	36.00	27.78	View chart
Versant Media Group Com Cl A (VSNT)	0.0	$1.0k	38.00	26.32	View chart
Ionq Inc Pipe (IONQ)	0.0	$1.0k	13.00	76.92	View chart
Toll Brothers (TOL)	0.0	$1.0k	5.00	200.00	View chart
Tower Semiconductor Shs New (TSEM)	0.0	$1.0k	5.00	200.00	View chart
Willis Towers Watson SHS (WTW)	0.0	$1.0k	2.00	500.00	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$1.0k	10.00	100.00	View chart
Ast Spacemobile Com Cl A (ASTS)	0.0	$1.0k	10.00	100.00	View chart
Basel Med Group Ord Shs d (BMGL)	0.0	$1.0k	1.00	1000.00	View chart
Hub Group Cl A (HUBG)	0.0	$999.999900	3.00	333.33	View chart
Zoetis Cl A (ZTS)	0.0	$999.999600	12.00	83.33	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$999.999000	45.00	22.22	View chart
Carnival Corp Common Shares a (CCL)	0.0	$999.999000	35.00	28.57	View chart
Pool Corporation (POOL)	0.0	$0	1.00	0.00	View chart
Lululemon Athletica (LULU)	0.0	$0	3.00	0.00	View chart
Trio Tech Intl Com New (TRT)	0.0	$0	36.00	0.00	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$0	3.00	0.00	View chart
Malibu Boats Com Cl A (MBUU)	0.0	$0	3.00	0.00	View chart
Oportun Finl Corp (OPRT)	0.0	$0	22.00	0.00	View chart
Lumen Technologies (LUMN)	0.0	$0	35.00	0.00	View chart
Zim Integrated Shipping Serv SHS (ZIM)	0.0	$0	3.00	0.00	View chart
Organon & Co Common Stock (OGN)	0.0	$0	24.00	0.00	View chart
Gabelli Etfs Trust Oppo Liv Spo Etf (GOLS)	0.0	$0	10.00	0.00	View chart

Past Filings by Polaris Financial Partners

SEC 13F filings are viewable for Polaris Financial Partners going back to 2026

Polaris Financial Partners 2026 Q3 filed Oct. 2, 2026

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