Polaris Investment Advisors, LLC reported 21 positions worth $17.25M for the quarter ended Sep 30, 2026, down 8.0% on the prior quarter. It opened 3 new positions, added to 0, trimmed 5 and exited 1. Its largest holding is Alphabet Inc. at 36.4% 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.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -4,000 | -78.0% | $1.33M | 2.18% |
| AMD Advanced Micro Devices Inc | -450 | -54.4% | $275.29K | 1.34% |
| AMZN Amazon Com Inc | -1,000 | -33.8% | $249.15K | 2.83% |
| TSLA Tesla, Inc. | -496 | -100.0% | $208.62K | Exited |
| AVGO Broadcom Inc. | -500 | -41.7% | $175.60K | 1.42% |
| IAU Ishares Gold Trust | -545 | -3.9% | $42.56K | 6.07% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| TSLA Tesla, Inc. | -496 | $208.62K | 1.11% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. | Technology | 18.2K | $6.28M | 36.38% | 0 | 0.0% | Unchanged | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 7,563 | $2.58M | 14.94% | 0 | 0.0% | Unchanged | 0% |
| 3 | NVDA Nvidia Corp | Technology | 5,150 | $1.18M | 6.82% | 0 | 0.0% | Unchanged | 0% |
| 4 | IAU Ishares Gold Trust | Others | 13.4K | $1.05M | 6.07% | -545 | -3.9% | Reduced | 0% |
| 5 | KMB Kimberly Clark Corp | Consumer Staples | 5,963 | $580.98K | 3.37% | 0 | 0.0% | Unchanged | 0% |
| 6 | MSFT Microsoft Corp | Technology | 1,082 | $554.96K | 3.22% | 0 | 0.0% | Unchanged | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 1,960 | $488.33K | 2.83% | -1,000 | -33.8% | Reduced | 0% |
| 8 | GE General Electric Co | Industrials | 1,547 | $483.11K | 2.8% | 0 | 0.0% | Unchanged | 0% |
| 9 | LIN Linde Plc | Basic Materials | 903 | $428.61K | 2.48% | 0 | 0.0% | Unchanged | 0% |
| 10 | XOM ExxonMobil Holdings Corp | Energy | 2,428 | $395.16K | 2.29% | 0 | 0.0% | Unchanged | 0% |
| 11 | BAC Bank Of America Corp | Financial Services | 6,946 | $378.07K | 2.19% | 0 | 0.0% | Unchanged | 0% |
| 12 | AAPL Apple Inc. | Technology | 1,127 | $375.28K | 2.18% | -4,000 | -78.0% | Reduced | 0% |
| 13 | PG PROCTER & GAMBLE Co | Consumer Staples | 2,527 | $367.09K | 2.13% | +2,527 | – | New | 0% |
| 14 | GEV GE Vernova Inc. | Industrials | 385 | $365.94K | 2.12% | 0 | 0.0% | Unchanged | 0% |
| 15 | CSX Csx Corp | Industrials | 6,624 | $308.08K | 1.79% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Polaris Investment Advisors.
As of its Q3 2026 13F filing, Polaris Investment Advisors, LLC’s five largest positions were Alphabet Inc. (GOOGL) at 36.4%, Alphabet Inc. (GOOG) at 14.9%, Nvidia Corp (NVDA) at 6.8%, Ishares Gold Trust (IAU) at 6.1%, Kimberly Clark Corp (KMB) at 3.4% of the reported portfolio.
Polaris Investment Advisors, LLC reported a 13F portfolio worth $17.25M across 21 positions for Q3 2026. That is down 8.0% from the previous quarter.
Its largest purchases by value were PROCTER & GAMBLE Co ($367.09K), CrowdStrike Holdings, Inc. ($264.75K), Palantir Technologies Inc. ($201.08K). It opened 3 new positions.
Its largest sales by value were Apple Inc. ($1.33M), Advanced Micro Devices Inc ($275.29K), Amazon Com Inc ($249.15K). It exited 1 positions entirely.
From the Form 13F-HR reports Polaris Investment Advisors, LLC 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.