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Polaris Investment Advisors

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

Central Index Key (CIK): 0002103332

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Positions held by Polaris Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Polaris Investment Advisors

Polaris Investment Advisors holds 73 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.0	$14M	20k	684.93	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	7.0	$9.7M	78k	123.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	6.9	$9.5M	45k	212.07	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	6.8	$9.4M	155k	60.81	View chart
Ishares Tr Core Univrsl Usd (IUSB)	5.5	$7.7M	165k	46.54	View chart
Ishares Core Msci Emkt (IEMG)	5.4	$7.5M	111k	67.22	View chart
Ishares Tr S&p 100 Etf (OEF)	5.0	$6.9M	20k	342.96	View chart
Ishares Tr Eafe Value Etf (EFV)	4.7	$6.5M	92k	71.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	4.1	$5.7M	18k	312.99	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.9	$4.0M	20k	198.62	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	2.6	$3.6M	36k	101.67	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	2.5	$3.5M	90k	38.56	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	2.5	$3.4M	102k	33.30	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.3	$3.2M	13k	250.31	View chart
Alphabet Cap Stk Cl C (GOOG)	2.2	$3.0M	9.7k	313.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.1	$2.9M	44k	66.00	View chart
Ishares Gold Tr Ishares New (IAU)	1.8	$2.4M	30k	81.17	View chart
Ishares Tr National Mun Etf (MUB)	1.8	$2.4M	23k	107.11	View chart
Ishares Tr Mbs Etf (MBB)	1.3	$1.8M	19k	95.22	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.3	$1.8M	36k	50.01	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.3	$1.7M	8.1k	214.69	View chart
Apple (AAPL)	1.1	$1.5M	5.4k	271.86	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.0	$1.4M	27k	52.77	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.0	$1.4M	26k	54.77	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.0	$1.4M	9.5k	143.98	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$1.2M	3.2k	373.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$1.0M	21k	50.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$1.0M	16k	62.47	View chart
NVIDIA Corporation (NVDA)	0.7	$961k	5.2k	186.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$920k	2.7k	335.27	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$891k	1.3k	682.13	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.6	$764k	7.9k	96.27	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$694k	7.4k	94.16	View chart
Amazon (AMZN)	0.5	$683k	3.0k	230.82	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$620k	5.4k	113.91	View chart
Kimberly-Clark Corporation (KMB)	0.4	$602k	6.0k	100.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$531k	2.8k	190.99	View chart
Microsoft Corporation (MSFT)	0.4	$523k	1.1k	483.62	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$494k	4.6k	106.70	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$484k	3.5k	136.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$477k	4.0k	120.19	View chart
Ge Aerospace Com New (GE)	0.3	$477k	1.5k	308.03	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$460k	972.00	473.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$432k	1.5k	290.28	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$429k	2.8k	154.83	View chart
Bank of America Corporation (BAC)	0.3	$428k	7.8k	55.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$420k	1.6k	257.90	View chart
Broadcom (AVGO)	0.3	$415k	1.2k	346.10	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$401k	2.0k	199.68	View chart
Vanguard World Financials Etf (VFH)	0.3	$400k	3.0k	133.47	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$392k	5.3k	73.56	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$391k	1.6k	246.16	View chart
Linde SHS (LIN)	0.3	$385k	903.00	426.39	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$372k	2.5k	149.00	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$309k	1.5k	209.12	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$293k	601.00	487.55	View chart
Exxon Mobil Corporation (XOM)	0.2	$292k	2.4k	120.34	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$286k	3.0k	96.29	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$280k	6.1k	46.04	View chart
AFLAC Incorporated (AFL)	0.2	$279k	2.5k	110.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$275k	2.7k	99.87	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$269k	833.00	323.01	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.2	$253k	5.2k	48.68	View chart
Ge Vernova (GEV)	0.2	$252k	385.00	653.57	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$242k	4.4k	54.71	View chart
CSX Corporation (CSX)	0.2	$240k	6.6k	36.25	View chart
Eversource Energy (ES)	0.2	$237k	3.5k	67.33	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$234k	2.8k	84.64	View chart
Tesla Motors (TSLA)	0.2	$223k	496.00	449.72	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$223k	3.2k	69.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$209k	4.6k	45.51	View chart
International Business Machines (IBM)	0.1	$207k	700.00	296.21	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$202k	2.3k	87.18	View chart

Past Filings by Polaris Investment Advisors

SEC 13F filings are viewable for Polaris Investment Advisors going back to 2025

Polaris Investment Advisors 2025 Q4 filed Jan. 15, 2026

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