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Polaris Investment Advisors

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

Top 5 stock holdings are IVV, IVW, IUSB, DYNF, IVE, and represent 40.12% of Polaris Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$6.7M), EFG, BLCR, IUSB, IDEF, CORO, IALT, GOVT, GGOV, AMD.
Started 9 new stock positions in IALT, GGOV, AMD, QQQ, IMTM, CORO, TSLA, EMXC, SOXX.
Reduced shares in these 10 stocks: OEF, EFV, IEMG, IVE, QUAL, IAGG, ITA, DYNF, BAI, GOOG.
Sold out of its position in FBND.
Polaris Investment Advisors was a net buyer of stock by $455k.
Polaris Investment Advisors has $156M in assets under management (AUM), dropping by 13.83%.
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 78 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	15.4	$24M	+38%	32k	748.90	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	7.0	$11M	-4%	79k	137.53	View chart
Ishares Tr Core Univrsl Usd (IUSB)	6.3	$9.8M	+21%	212k	46.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	6.0	$9.4M	-8%	138k	68.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	5.5	$8.6M	-17%	38k	227.06	View chart
Ishares Core Msci Emkt (IEMG)	4.5	$7.0M	-23%	85k	82.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	4.2	$6.5M		18k	357.37	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	3.2	$4.9M	-13%	94k	52.72	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.0	$4.7M	+88%	38k	124.42	View chart
Ishares Tr Eafe Value Etf (EFV)	3.0	$4.7M	-33%	62k	76.55	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.6	$4.1M	-13%	12k	342.82	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	2.3	$3.6M	-13%	83k	43.11	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	2.1	$3.3M	-10%	33k	100.35	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	2.1	$3.2M	+121%	64k	50.37	View chart
Alphabet Cap Stk Cl C (GOOG)	1.7	$2.7M	-21%	7.6k	353.34	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	1.7	$2.7M	+148%	84k	31.78	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.7	$2.7M	-39%	12k	219.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$2.6M		34k	77.11	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$2.2M	-18%	21k	107.62	View chart
Ishares Tr Mbs Etf (MBB)	1.3	$2.1M	+6%	22k	94.52	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.3	$2.0M	+91%	87k	22.78	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.2	$1.8M		9.5k	190.53	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	1.0	$1.5M	NEW	41k	36.60	View chart
Apple (AAPL)	1.0	$1.5M	-5%	5.1k	289.34	View chart
Ishares Tr S&p 100 Etf (OEF)	0.9	$1.4M	-71%	3.8k	365.87	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.8	$1.3M		3.2k	409.46	View chart
Ishares Tr Long Term Muni (LMUB)	0.8	$1.2M	+59%	23k	51.22	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.7	$1.1M	NEW	41k	28.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$1.1M		15k	71.25	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$1.1M	-24%	14k	75.51	View chart
NVIDIA Corporation (NVDA)	0.7	$1.0M		5.2k	200.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$995k	-2%	2.7k	370.04	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.6	$984k	-49%	19k	50.60	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.6	$875k		7.9k	110.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$861k	-11%	1.2k	747.03	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.5	$840k	NEW	17k	50.29	View chart
Amazon (AMZN)	0.5	$706k		3.0k	238.34	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$693k		14k	50.58	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.4	$655k	-52%	12k	53.61	View chart
Kimberly-Clark Corporation (KMB)	0.4	$655k		6.0k	109.77	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.4	$635k	-52%	12k	52.34	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$606k		2.8k	217.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$586k		3.9k	148.32	View chart
Ge Aerospace Com New (GE)	0.4	$578k		1.5k	373.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$483k	+299%	3.9k	124.18	View chart
Advanced Micro Devices (AMD)	0.3	$480k	NEW	827.00	580.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$471k		1.6k	300.45	View chart
Linde SHS (LIN)	0.3	$469k		903.00	518.94	View chart
Broadcom (AVGO)	0.3	$453k		1.2k	377.75	View chart
Ge Vernova (GEV)	0.3	$452k		385.00	1174.86	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$446k		5.3k	83.75	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$434k	-9%	4.1k	106.47	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$430k	-5%	1.7k	252.23	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.3	$418k	-4%	2.6k	158.66	View chart
Microsoft Corporation (MSFT)	0.3	$404k		1.1k	373.02	View chart
Bank of America Corporation (BAC)	0.3	$396k		6.9k	56.98	View chart
Vanguard World Financials Etf (VFH)	0.3	$395k		3.0k	131.58	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$364k		1.5k	246.21	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$356k	-31%	2.4k	146.41	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$344k	-72%	1.4k	242.42	View chart
Exxon Mobil Corporation (XOM)	0.2	$332k		2.4k	136.72	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$328k		833.00	393.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$327k	+172%	4.1k	80.58	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$325k	+11%	3.4k	96.47	View chart
CSX Corporation (CSX)	0.2	$315k		6.6k	47.53	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$310k	+499%	3.6k	86.13	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$306k	-25%	1.9k	163.70	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$298k	NEW	465.00	640.76	View chart
AFLAC Incorporated (AFL)	0.2	$297k		2.5k	117.25	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$297k		4.6k	64.50	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$289k	-3%	4.2k	68.41	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$264k		2.8k	95.44	View chart
Eversource Energy (ES)	0.2	$254k		3.5k	72.27	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$241k		3.2k	75.79	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$228k	NEW	2.2k	102.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$221k	NEW	300.00	736.40	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$216k	NEW	4.1k	53.33	View chart
Tesla Motors (TSLA)	0.1	$209k	NEW	496.00	420.60	View chart

Past Filings by Polaris Investment Advisors

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

Polaris Investment Advisors 2026 Q2 filed July 9, 2026
Polaris Investment Advisors 2026 Q1 filed April 21, 2026
Polaris Investment Advisors 2025 Q4 filed Jan. 15, 2026

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