Polaris Investment Advisors

Polaris Investment Advisors as of March 31, 2026

Portfolio Holdings for Polaris Investment Advisors

Polaris Investment Advisors holds 70 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.0 $15M 23k 653.20
Ishares Tr S&p 500 Val Etf (IVE) 7.0 $9.6M 46k 211.15
Ishares Tr S&p 500 Grwt Etf (IVW) 6.8 $9.4M 83k 113.11
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.4 $8.8M 150k 58.18
Ishares Tr Core Univrsl Usd (IUSB) 5.9 $8.1M 175k 46.19
Ishares Core Msci Emkt (IEMG) 5.6 $7.7M 111k 69.75
Ishares Tr Eafe Value Etf (EFV) 5.1 $6.9M 93k 74.35
Alphabet Cap Stk Cl A (GOOGL) 3.8 $5.3M 18k 287.56
Ishares Tr S&p 100 Etf (OEF) 3.1 $4.2M 13k 318.07
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.8 $3.8M 20k 191.81
Ishares Tr 10-20 Yr Trs Etf (TLH) 2.7 $3.7M 36k 100.72
Blackrock Etf Trust Ishares A I Inno (BAI) 2.6 $3.6M 109k 32.95
Blackrock Etf Trust Ishares Us Thema (THRO) 2.5 $3.5M 96k 36.22
Ishares Tr Msci Usa Mmentm (MTUM) 2.4 $3.3M 14k 240.00
Alphabet Cap Stk Cl C (GOOG) 2.0 $2.8M 9.7k 286.86
Ishares Tr National Mun Etf (MUB) 2.0 $2.7M 25k 106.15
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $2.3M 34k 67.53
Ishares Tr Eafe Grwth Etf (EFG) 1.6 $2.2M 20k 111.37
Ishares Tr Mbs Etf (MBB) 1.4 $1.9M 20k 94.95
Ishares Tr Core Intl Aggr (IAGG) 1.4 $1.9M 39k 50.04
Ishares Gold Tr Ishares New (IAU) 1.2 $1.6M 19k 88.16
Apple (AAPL) 1.0 $1.4M 5.4k 253.80
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.0 $1.3M 26k 51.93
Select Sector Spdr Tr State Street Tec (XLK) 0.9 $1.3M 9.5k 132.91
Select Sector Spdr Tr State Street Fin (XLF) 0.9 $1.3M 26k 49.37
Blackrock Etf Trust Ishares Large Ca (BLCR) 0.9 $1.2M 29k 41.06
Ishares Tr Rus 1000 Etf (IWB) 0.8 $1.2M 3.2k 356.53
Ishares Tr Us Aer Def Etf (ITA) 0.8 $1.1M 5.1k 218.75
Blackrock Etf Trust Ishares Defense (IDEF) 0.8 $1.1M 34k 32.72
Ishares Tr Us Treas Bd Etf (GOVT) 0.8 $1.0M 45k 22.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $988k 15k 64.08
NVIDIA Corporation (NVDA) 0.7 $898k 5.2k 174.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $881k 2.7k 320.81
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $850k 1.3k 650.54
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $771k 7.9k 97.22
Ishares Tr Long Term Muni (LMUB) 0.5 $730k 15k 49.93
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $680k 14k 49.89
Amazon (AMZN) 0.4 $617k 3.0k 208.27
Kimberly-Clark Corporation (KMB) 0.4 $575k 6.0k 96.47
Vanguard Index Fds Value Etf (VTV) 0.4 $545k 2.8k 196.20
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $493k 4.0k 124.32
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $478k 4.5k 106.50
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $452k 3.5k 128.12
Linde SHS (LIN) 0.3 $448k 903.00 495.76
Ge Aerospace Com New (GE) 0.3 $439k 1.5k 283.77
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $427k 1.5k 287.24
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $414k 972.00 426.21
Exxon Mobil Corporation (XOM) 0.3 $412k 2.4k 169.66
Select Sector Spdr Tr State Street Hea (XLV) 0.3 $406k 2.8k 146.64
Microsoft Corporation (MSFT) 0.3 $401k 1.1k 370.17
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $400k 5.3k 75.10
Ishares Tr Russell 2000 Etf (IWM) 0.3 $390k 1.6k 248.00
Broadcom (AVGO) 0.3 $371k 1.2k 309.51
Vanguard World Financials Etf (VFH) 0.3 $362k 3.0k 120.80
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $354k 2.5k 141.44
Bank of America Corporation (BAC) 0.2 $339k 6.9k 48.75
Ge Vernova (GEV) 0.2 $336k 385.00 872.90
Ishares Tr U.s. Tech Etf (IYW) 0.2 $327k 1.8k 181.42
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $304k 1.5k 205.80
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $279k 3.0k 92.75
AFLAC Incorporated (AFL) 0.2 $278k 2.5k 109.71
CSX Corporation (CSX) 0.2 $272k 6.6k 41.05
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $268k 5.9k 45.62
Vanguard Index Fds Growth Etf (VUG) 0.2 $262k 601.00 436.51
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $261k 833.00 313.81
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $248k 4.4k 56.79
Eversource Energy (ES) 0.2 $244k 3.5k 69.28
Ishares Tr Core Msci Total (IXUS) 0.2 $239k 2.8k 86.64
Ishares Tr Core Div Grwth (DGRO) 0.2 $224k 3.2k 70.18
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $208k 4.6k 45.26