Position in VSEC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,752,176
+$1,810,616 QoQ
Shares Held
42,040
+22.2% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VSEC Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026POLEN CAPITAL MANAGEMENT LLC holds $35,746,440 across 12 Aerospace & Defense names. VSEC ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWXT |
BWX Technologies, Inc.
|
38,123 | $7,795,772 | |
| 2 | VSEC |
Vse Corp
This page
|
42,040 | $7,752,176 | |
| 3 | PL |
Planet Labs PBC
|
213,914 | $5,978,896 | |
| 4 | KRMN |
Karman Holdings Inc.
|
44,066 | $3,527,483 | |
| 5 | ATRO |
Astronics Corp
|
42,410 | $2,830,020 | |
| 6 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
29,265 | $2,063,475 | |
| 7 | AIR |
Aar Corp
|
16,208 | $1,774,127 | |
| 8 | RKLB |
Rocket Lab Corp
|
23,555 | $1,512,702 |
All Filings in VSEC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,752,176 | 42,040 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,941,560 | 34,390 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,721,980 | 34,420 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,184,581 | 39,583 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||