Polaris Investment Advisors, LLC

Registered adviser

CIK

2103332

Location

FRAMINGHAM, MA

Portfolio Value

Small $135,670,457

Diversification

Highly concentrated

Filing Date

Global Rank

#7,752 / 8,816 ▲ 61 · as of Jun 2026

Top Industry

Internet Content & Information 54.6%

Period ended 24 days ago

Filed Oct 20, 2026 · 4d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 324093

Roster of Oct 1, 2026

Regulatory AUM

$217,051,377

Main clients

Individuals and high net worth (81% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Oct 2026	$217,051,377	Individuals and high net worth (81%)
Mar 2025 to Jan 2026	$178,352,519	Individuals and high net worth (87%)
Mar 2024 to Feb 2025	$171,493,981	Individuals and high net worth (81%)
Jun 2023 to Feb 2024	$156,093,974	Individuals and high net worth (81%)
May 2023	$0	—
Jan 2023 to Apr 2023	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 91.5% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.9 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 82.9%; sector active share 73.6% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

75 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

57.6%

+1.0 pts

Top 5

88.9%

+2.0 pts

Top 10

93.9%

+2.4 pts

HHI

3,846

Highly concentrated+186

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	88.1%	$119,464,811	54
Communication Services	6.5%	$8,852,691	2
Technology	2.2%	$3,048,721	7
Industrials	0.9%	$1,157,132	3
Consumer Defensive	0.7%	$948,097	2
Financial Services	0.5%	$661,320	3
Consumer Cyclical	0.4%	$488,334	1
Basic Materials	0.3%	$428,608	1
Energy	0.3%	$395,157	1
Utilities	0.2%	$225,586	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
IUSB	iShares Core Universal USD Bond ETF	+56,430	268,828	$11,852,626
CORO		+53,252	94,010	$3,417,263
BLCR		+22,771	86,563	$4,238,124
GOVT	iShares U.S. Treasury Bond ETF	+21,963	108,762	$2,378,624
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+20,726	34,431	$1,630,652
IALT		+11,475	52,206	$1,558,871
GGOV		+8,812	25,514	$1,278,251
MUB	iShares National Muni Bond ETF	+7,802	28,456	$2,876,901
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+2,295	140,015	$9,697,438
IVV	iShares Core S&P 500 ETF	+1,905	33,954	$26,003,670
IDEF		+1,673	85,675	$2,675,373
THRO		+1,148	84,508	$3,716,661
EFG	iShares MSCI EAFE Growth ETF	+902	38,908	$0
TLH	iShares 10-20 Year Treasury Bond ETF	+93	32,593	$3,004,096
IVE	iShares S&P 500 Value ETF	+54	37,829	$8,635,604
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IEMG	iShares Trust	−14,286	70,716	$0
MBB	iShares MBS ETF	−13,200	8,579	$768,849
LMUB	iShares Long-Term National Muni Bond ETF	−5,885	17,419	$810,157
MTUM	iShares MSCI USA Momentum Factor ETF	−5,054	6,831	$0
EFV	iShares MSCI EAFE Value ETF	−4,802	56,887	$0
IVW	iShares S&P 500 Growth ETF	−4,546	74,677	$10,623,550
AAPL	Apple Inc.	−4,000	1,127	$375,313
XLF	State Street Corp	−3,871	8,340	$0
IAGG	iShares Core International Aggregate Bond ETF	−3,412	16,036	$788,971
BAI	BlackRock ETF Trust	−2,199	91,628	$4,323,925
IJH	iShares Core S&P Mid-Cap ETF	−1,895	31,834	$2,290,456
BINC		−1,500	10,627	$539,745
QUAL	iShares MSCI USA Quality Factor ETF	−1,476	10,633	$0
OEF	iShares S&P 100 ETF	−1,452	2,333	$891,392
VTV	VANGUARD VALUE INDEX FUND	−1,414	1,365	$294,949
AMZN	Amazon Com Inc	−1,000	1,960	$488,334
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	−704	1,931	$325,219
IAU	Ishares Gold Trust	−545	13,398	$1,046,383
AVGO	Broadcom Inc.	−500	700	$245,833
IJR	iShares Core S&P Small-Cap ETF	−497	3,452	$469,610
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−468	9,012	$1,764,099
AMD	Advanced Micro Devices Inc	−450	377	$230,633
ITA	iShares U.S. Aerospace & Defense ETF	−387	1,031	$0
IYW	iShares, Inc.	−191	1,513	$0
SPY	Spdr S&P 500 ETF Trust	−94	1,059	$807,625
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
ACWX	iShares MSCI ACWI ex U.S. ETF	27,851	$2,106,092
PG	PROCTER & GAMBLE Co	2,527	$367,122
CRWD	CrowdStrike Holdings, Inc.	1,000	$264,750
PLTR	Palantir Technologies Inc.	1,075	$201,078
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
—		1,479	$364,144
—		2,431	$355,922
USMV	iShares MSCI USA Min Vol Factor ETF	3,368	$324,877
RSPT	Victory Portfolios II	4,600	$296,700
DGRO	iShares Core Dividend Growth ETF	3,182	$241,163
EMXC	iShares MSCI Emerging Markets ex China ETF	2,229	$228,026
TSLA	Tesla, Inc.	496	$208,617
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

75 tracked positions · $135,670,457 total · filing declares 75 positions · $156,429,603 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Industrials Technology Utilities

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	33,954	+1,905	$26,003,670	+8.3%	19.17%
IUSB	iShares Core Universal USD Bond ETF	Added	268,828	+56,430	$11,852,626	+20.9%	8.74%
IVW	iShares S&P 500 Growth ETF	Reduced	74,677	-4,546	$10,623,550	−2.5%	7.83%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	140,015	+2,295	$9,697,438	+3.5%	7.15%
IVE	iShares S&P 500 Value ETF	Added	37,829	+54	$8,635,604	+0.7%	6.37%
GOOGL	Alphabet Inc. Communication Services	Held	18,239	0	$6,275,675	−3.7%	4.63%
BAI	BlackRock ETF Trust	Reduced	91,628	-2,199	$4,323,925	−12.6%	3.19%
BLCR		Added	86,563	+22,771	$4,238,124	+31.9%	3.12%
THRO		Added	84,508	+1,148	$3,716,661	+3.4%	2.74%
CORO		Added	94,010	+53,252	$3,417,263	+129.1%	2.52%
TLH	iShares 10-20 Year Treasury Bond ETF	Added	32,593	+93	$3,004,096	−7.9%	2.21%
MUB	iShares National Muni Bond ETF	Added	28,456	+7,802	$2,876,901	+29.4%	2.12%
IDEF		Added	85,675	+1,673	$2,675,373	+0.2%	1.97%
GOOG	Alphabet Inc. Communication Services	Held	7,563	0	$2,577,016	−3.6%	1.90%
GOVT	iShares U.S. Treasury Bond ETF	Added	108,762	+21,963	$2,378,624	+20.3%	1.75%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	31,834	-1,895	$2,290,456	−11.9%	1.69%
ACWX	iShares MSCI ACWI ex U.S. ETF	NEW	27,851	NEW	$2,106,092	NEW	1.55%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	9,012	-468	$1,764,099	−2.3%	1.30%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	34,431	+20,726	$1,630,652	+135.2%	1.20%
IALT		Added	52,206	+11,475	$1,558,871	+36.4%	1.15%
IWB	iShares Russell 1000 ETF	Reduced	3,223	-2	$1,341,186	+1.6%	0.99%
GGOV		Added	25,514	+8,812	$1,278,251	+52.2%	0.94%
NVDA	Nvidia Corp Technology	Held	5,150	0	$1,176,157	+14.1%	0.87%
VEA	Vanguard FTSE Developed Markets ETF	Held	15,412	0	$1,088,241	−0.9%	0.80%
IAU	Ishares Gold Trust	Reduced	13,398	-545	$1,046,383	−0.6%	0.77%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	2,610	-78	$976,766	−1.8%	0.72%
OEF	iShares S&P 100 ETF	Reduced	2,333	-1,452	$891,392	−35.6%	0.66%
IWR	iShares Russell Mid-Cap ETF	Reduced	7,895	-37	$842,475	−3.7%	0.62%
LMUB	iShares Long-Term National Muni Bond ETF	Reduced	17,419	-5,885	$810,157	−32.1%	0.60%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,059	-94	$807,625	−6.2%	0.60%
IAGG	iShares Core International Aggregate Bond ETF	Reduced	16,036	-3,412	$788,971	−19.8%	0.58%
MBB	iShares MBS ETF	Reduced	8,579	-13,200	$768,849	−62.7%	0.57%
KMB	Kimberly Clark Corp Consumer Defensive	Held	5,963	0	$580,975	−11.2%	0.43%
MSFT	Microsoft Corp Technology	Held	1,082	0	$554,957	+37.5%	0.41%
BINC		Reduced	10,627	-1,500	$539,745	−15.0%	0.40%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,960	-1,000	$488,334	−30.8%	0.36%
IWF	iShares Russell 1000 Growth ETF	Held	3,886	0	$486,760	+0.9%	0.36%
GE	General Electric Co Industrials	Held	1,547	0	$483,112	−16.4%	0.36%
IJR	iShares Core S&P Small-Cap ETF	Reduced	3,452	-497	$469,610	−19.8%	0.35%
VEU	Vanguard International Equity Index Funds	Held	5,329	0	$442,147	−0.9%	0.33%
IWM	iShares Russell 2000 ETF	Reduced	1,563	-4	$434,342	−7.7%	0.32%
LIN	Linde PLC Basic Materials	Held	903	0	$428,608	−8.5%	0.32%
SUB	iShares Short-Term National Muni Bond ETF	Held	4,078	0	$426,314	−1.8%	0.31%
XOM	ExxonMobil Holdings Corp Energy	Held	2,428	0	$395,157	+19.0%	0.29%
VFH	VANGUARD FINANCIALS INDEX FUND	Reduced	2,926	-74	$380,643	−3.6%	0.28%
BAC	Bank Of America Corp Financial Services	Held	6,946	0	$378,070	−4.5%	0.28%
AAPL	Apple Inc. Technology	Reduced	1,127	-4,000	$375,313	−74.7%	0.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	2,527	NEW	$367,122	NEW	0.27%
GEV	GE Vernova Inc. Industrials	Held	385	0	$365,938	−19.1%	0.27%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	1,931	-704	$325,219	−22.2%	0.24%

Showing the top 50 of 75 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.