§ 13F · FUND PROFILE
Polaris Investment Advisors, LLC.
AUM · $156M (13F)Positions · 78Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 32K | $24M | 15.4% | +39% |
| 2 | IVW | ISHARES TR | 79K | $11M | 7.0% | −4% |
| 3 | IUSB | ISHARES TR | 212K | $10M | 6.3% | +21% |
| 4 | DYNF | BLACKROCK ETF TRUST | 138K | $9M | 6.0% | −8% |
| 5 | IVE | ISHARES TR | 38K | $9M | 5.5% | −17% |
| 6 | IEMG | ISHARES INC | 85K | $7M | 4.5% | −23% |
| 7 | GOOGL | ALPHABET INC | 18K | $7M | 4.2% | ±0% |
| 8 | BAI | BLACKROCK ETF TRUST | 94K | $5M | 3.2% | −14% |
| 9 | EFG | ISHARES TR | 38K | $5M | 3.0% | +88% |
| 10 | EFV | ISHARES TR | 62K | $5M | 3.0% | −34% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE POLARIS SIGNAL
AC read
Polaris Investment Advisors, LLC is a Other fund managing $156 million in assets. The fund runs a portfolio of 78 positions.
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