Polaris Financial Partners

CIK

2103435

Location

WESTERVILLE, OH

Portfolio Value

Small $186,203,721

Diversification

Diversified

Filing Date

Sep 30, 2026

Global Rank

#25 / 35

Top Industry

Semiconductors 29.0%

Period ended 3 days ago

Filed Oct 2, 2026 · 1d

Clone Performance

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Portfolio Concentration

298 tracked positions · as of Sep 30, 2026

Top Position

19.8%

of portfolio value

Top 5

46.3%

of portfolio value

Top 10

62.6%

of portfolio value

HHI

685

Diversified

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	45.4%	$84,618,932	65
Unclassified	15.2%	$28,368,283	50
Consumer Cyclical	12.0%	$22,254,742	29
Industrials	10.1%	$18,844,875	43
Communication Services	8.3%	$15,377,336	16
Consumer Defensive	3.3%	$6,082,988	7
Financial Services	2.0%	$3,648,358	33
Utilities	1.9%	$3,623,334	8
Basic Materials	0.9%	$1,695,607	18
Healthcare	0.8%	$1,477,574	21
Energy	0.1%	$197,243	6
Real Estate	0.0%	$14,449	2

Portfolio Positions

Compact Export CSV View 13F filing

298 tracked positions · $186,203,721 total · filing declares 382 positions · $223,489 · as of Sep 30, 2026

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

Showing 1–50 of 298 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	First	161,395	—	$36,859,390	—	19.80%
AMZN	Amazon Com Inc Consumer Cyclical	First	73,844	—	$18,398,232	—	9.88%
AAPL	Apple Inc. Technology	First	40,278	—	$13,413,379	—	7.20%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	First	46,524	—	$9,924,790	—	5.33%
META	Meta Platforms, Inc. Communication Services	First	10,619	—	$7,700,686	—	4.14%
CAT	Caterpillar Inc Industrials	First	9,482	—	$7,687,910	—	4.13%
VB	Vanguard Morningstar Small-Cap ETF	First	19,324	—	$6,739,778	—	3.62%
MU	Micron Technology Inc Technology	First	5,662	—	$6,030,652	—	3.24%
DELL	Dell Technologies Inc. Technology	First	9,204	—	$4,951,291	—	2.66%
LRCX	Lam Research Corp Technology	First	14,768	—	$4,851,435	—	2.61%
GOOGL	Alphabet Inc. Communication Services	First	13,450	—	$4,604,419	—	2.47%
MSFT	Microsoft Corp Technology	First	8,672	—	$4,447,868	—	2.39%
VRT	Vertiv Holdings Co Industrials	First	17,435	—	$4,207,239	—	2.26%
EDV	Vanguard World Funds Extended Duration ETF	First	32,687	—	$4,187,271	—	2.25%
PANW	Palo Alto Networks Inc Technology	First	8,627	—	$3,427,593	—	1.84%
COST	Costco Wholesale Corp /New Consumer Defensive	First	3,705	—	$3,372,809	—	1.81%
AEP	American Electric Power Co Inc Utilities	First	23,992	—	$2,846,410	—	1.53%
NFLX	Netflix Inc Communication Services	First	38,152	—	$2,654,616	—	1.43%
WM	Waste Management Inc Industrials	First	11,675	—	$2,380,766	—	1.28%
MAR	Marriott International Inc /Md/ Consumer Cyclical	First	6,256	—	$2,225,071	—	1.19%
ANET	Arista Networks, Inc. Technology	First	9,012	—	$1,834,753	—	0.99%
WMT	Walmart Inc. Consumer Defensive	First	17,457	—	$1,814,131	—	0.97%
IVES	Dan IVES Wedbush AI Revolution ETF	First	41,191	—	$1,690,890	—	0.91%
LITE	Lumentum Holdings Inc. Technology	First	1,470	—	$1,427,752	—	0.77%
BRK-B	Berkshire Hathaway Inc Financial Services	First	2,685	—	$1,336,995	—	0.72%
SPY	Spdr S&P 500 ETF Trust	First	2,783	—	$1,150,903	—	0.62%
AGNG	Global X Funds Global X Aging Population ETF	First	15,600	—	$1,103,032	—	0.59%
ETN	Eaton Corp plc Industrials	First	2,528	—	$1,086,306	—	0.58%
AVGO	Broadcom Inc. Technology	First	3,065	—	$1,076,397	—	0.58%
AIPO	Defiance AI & Power Infrastructure ETF	First	32,730	—	$841,815	—	0.45%
CTAS	Cintas Corp Industrials	First	4,216	—	$822,372	—	0.44%
ASML	Asml Holding NV Technology	First	402	—	$728,291	—	0.39%
CRDO	Credo Technology Group Holding Ltd Technology	First	3,603	—	$701,828	—	0.38%
NUE	Nucor Corp Basic Materials	First	2,618	—	$611,957	—	0.33%
PG	PROCTER & GAMBLE Co Consumer Defensive	First	4,142	—	$601,749	—	0.32%
PLTR	Palantir Technologies Inc. Technology	First	3,026	—	$566,013	—	0.30%
LLY	ELI LILLY & Co Healthcare	First	464	—	$536,885	—	0.29%
CRH	Crh Public Ltd Co Basic Materials	First	6,476	—	$536,212	—	0.29%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	First	4,927	—	$511,468	—	0.27%
AMD	Advanced Micro Devices Inc Technology	First	814	—	$497,972	—	0.27%
VXUS	Vanguard Total International Stock ETF	First	5,579	—	$473,991	—	0.25%
JPM	Jpmorgan Chase & Co Financial Services	First	1,371	—	$453,567	—	0.24%
WDC	Western Digital Corp Technology	First	936	—	$425,374	—	0.23%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	First	3,176	—	$425,362	—	0.23%
APH	Amphenol Corp /De/ Technology	First	4,752	—	$400,593	—	0.22%
DE	Deere & Co Industrials	First	586	—	$393,528	—	0.21%
GE	General Electric Co Industrials	First	1,258	—	$392,860	—	0.21%
IREN	IREN Ltd Financial Services	First	8,296	—	$339,140	—	0.18%
VST	Vistra Corp. Utilities	First	2,444	—	$338,127	—	0.18%
MRVL	Marvell Technology, Inc. Technology	First	1,276	—	$337,131	—	0.18%

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.