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Polen Growth Fund shares owned by Fairfield Financial Advisors

Quarter-by-quarter ownership of Polen Growth Fund (POLRX) shares owned by Fairfield Financial Advisors from 13F filings

Historical chart of Fairfield Financial Advisors investment in Polen Growth Fund

Tip: Access up to 7 years of quarterly data

All positions including Polen Growth Fund held by Fairfield Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Polen Growth Fund by Fairfield Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $348k 7.7k 45.31
2024-06-30 $484k 11k 44.08
2023-12-31 $747k 18k 40.88
2023-09-30 $1.2M 34k 35.73
2023-06-30 $2.2M 60k 37.06
2023-03-31 $3.0M 92k 32.90
2022-12-31 $3.9M 132k 29.45
2022-09-30 $5.9M 180k 32.82
2022-06-30 $7.3M 209k 34.75
2022-03-31 $11M 250k 45.78

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Parnassus Core Equity Investor Ntf Equity Funds (PRBLX)
T. Rowe Price Capital Appreciation I Ntf Equity Funds (TRAIX)
Vanguard Dividend Growth Fund Inv Equity Funds (VDIGX)
Eli Lilly And Common Stock (LLY)
Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Alphabet Inc Class A Common Stock (GOOGL)
Berkshire Hathaway Class B Common Stock (BRK.B)
Microsoft Corp Common Stock (MSFT)
Automatic Data Processin Common Stock (ADP)
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NVO)
Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX)

View all positions for Fairfield Financial Advisors

Top funds holding Polen Growth Fund

Encompass Wealth Advisors
Fairfield Financial Advisors
Tucker Asset Management

View all funds holding Polen Growth Fund