Polaris Investment Advisors, LLC

CIK

2103332

Location

FRAMINGHAM, MA

Portfolio Value

Micro $17,165,714

Diversification

Moderately concentrated

Filing Date

Global Rank

#1,079 / 1,225 ▲ 6863

Top Industry

Internet Content & Information 43.4%

3Y Alpha vs SPY

+3.1%

Period ended 17 days ago

Filed Jul 9, 2026 · 8d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+10.8%

SPY

+11.0%

Annualised alpha

-0.6%

Max drawdown

−10.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

20 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

38.0%

+2.3 pts

Top 5

63.8%

−4.1 pts

Top 10

80.6%

−4.2 pts

HHI

1,714

Moderately concentrated+72

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Communication Services	38.0%	$6,518,071	1
Technology	22.4%	$3,851,330	5
Unclassified	12.4%	$2,134,780	3
Industrials	7.8%	$1,345,319	3
Consumer Cyclical	5.3%	$914,103	2
Financial Services	4.0%	$692,894	2
Consumer Defensive	3.8%	$654,558	1
Basic Materials	2.7%	$468,602	1
Energy	1.9%	$331,956	1
Utilities	1.5%	$254,101	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−4,585	13,943	$1,052,835
AAPL	Apple Inc.	−299	5,127	$1,483,548
SPY	Spdr S&P 500 ETF Trust	−153	1,153	$861,025
GOOGL	Alphabet Inc.	−19	18,239	$6,518,071
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	827	$480,412
QQQ	Invesco Qqq Trust, Series 1	300	$220,920
TSLA	Tesla, Inc.	496	$208,617
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

20 positions · $17,165,714 total · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	18,239	-19	$6,518,071	+24.1%	37.97%
AAPL	Apple Inc. Technology	Reduced	5,127	-299	$1,483,548	+7.7%	8.64%
IAU	Ishares Gold Trust	Reduced	13,943	-4,585	$1,052,835	−35.5%	6.13%
NVDA	Nvidia Corp Technology	Held	5,150	0	$1,030,463	+14.7%	6.00%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,153	-153	$861,025	+1.4%	5.02%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,960	0	$705,486	+14.4%	4.11%
KMB	Kimberly Clark Corp Consumer Defensive	Held	5,963	0	$654,558	+13.8%	3.81%
GE	General Electric Co Industrials	Held	1,547	0	$578,160	+31.7%	3.37%
AMD	Advanced Micro Devices Inc Technology	NEW	827	NEW	$480,412	NEW	2.80%
LIN	Linde PLC Basic Materials	Held	903	0	$468,602	+4.7%	2.73%
AVGO	Broadcom Inc. Technology	Held	1,200	0	$453,300	+22.0%	2.64%
GEV	GE Vernova Inc. Industrials	Held	385	0	$452,321	+34.6%	2.64%
MSFT	Microsoft Corp Technology	Held	1,082	0	$403,607	+0.8%	2.35%
BAC	Bank Of America Corp /De/ Financial Services	Held	6,946	0	$395,783	+16.9%	2.31%
XOM	ExxonMobil Holdings Corp Energy	Held	2,428	0	$331,956	−19.4%	1.93%
CSX	Csx Corp Industrials	Held	6,624	0	$314,838	+15.8%	1.83%
AFL	Aflac Inc Financial Services	Held	2,534	0	$297,111	+6.9%	1.73%
ES	Eversource Energy Utilities	Held	3,516	0	$254,101	+4.3%	1.48%
QQQ	Invesco Qqq Trust, Series 1	NEW	300	NEW	$220,920	NEW	1.29%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	496	NEW	$208,617	NEW	1.22%