Polaris Financial Partners reported 246 positions worth $159.54M for the quarter ended Sep 30, 2026. Its largest holding is Nvidia Corp at 23.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 161.4K | $37.21M | 23.33% | – | – | – | 0% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 73.8K | $18.57M | 11.64% | – | – | – | 0% |
| 3 | AAPL Apple Inc. | Technology | 40.3K | $13.55M | 8.49% | – | – | – | 0% |
| 4 | META Meta Platforms, Inc. | Technology | 10.6K | $7.82M | 4.9% | – | – | – | 0% |
| 5 | CAT Caterpillar Inc | Industrials | 9,482 | $7.76M | 4.86% | – | – | – | 0% |
| 6 | MU Micron Technology Inc | Technology | 5,662 | $6.08M | 3.81% | – | – | – | 0% |
| 7 | DELL Dell Technologies Inc. | Technology | 9,204 | $5.01M | 3.14% | – | – | – | 0% |
| 8 | LRCX Lam Research Corp | Technology | 14.8K | $4.81M | 3.02% | – | – | – | 0% |
| 9 | MSFT Microsoft Corp | Technology | 8,672 | $4.49M | 2.82% | – | – | – | 0% |
| 10 | VRT Vertiv Holdings Co | Industrials | 17.4K | $4.23M | 2.65% | – | – | – | 0% |
| 11 | PANW Palo Alto Networks Inc | Technology | 8,627 | $3.48M | 2.18% | – | – | – | 0% |
| 12 | COST Costco Wholesale Corp | Consumer Staples | 3,705 | $3.41M | 2.14% | – | – | – | 0% |
| 13 | AEP American Electric Power Co Inc | Utilities | 24.0K | $2.87M | 1.8% | – | – | – | 0% |
| 14 | NFLX Netflix Inc | Technology | 38.2K | $2.68M | 1.68% | – | – | – | 0% |
| 15 | GOOG Alphabet Inc. | Technology | 7,023 | $2.45M | 1.53% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Polaris Financial Partners.
As of its Q3 2026 13F filing, Polaris Financial Partners’s five largest positions were Nvidia Corp (NVDA) at 23.3%, Amazon Com Inc (AMZN) at 11.6%, Apple Inc. (AAPL) at 8.5%, Meta Platforms, Inc. (META) at 4.9%, Caterpillar Inc (CAT) at 4.9% of the reported portfolio.
Polaris Financial Partners reported a 13F portfolio worth $159.54M across 246 positions for Q3 2026.
From the Form 13F-HR reports Polaris Financial Partners files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.