Polaris Investment Advisors, LLC 13F Holdings · Q2 2026
Polaris Investment Advisors, LLC reported 78 securities worth $156.12M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (15.37%), IVW (6.98%), IUSB (6.28%). Among its top 25 positions this quarter: 1 new, 7 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $24.0M | 15.37% | 32,049 | Added |
| 2 | IVW | ISHARES TR | $10.9M | 6.98% | 79,223 | Trimmed |
| 3 | IUSB | ISHARES TR | $9.8M | 6.28% | 212,398 | Added |
| 4 | DYNF | BLACKROCK ETF TRUST | $9.4M | 6.00% | 137,720 | Trimmed |
| 5 | IVE | ISHARES TR | $8.6M | 5.49% | 37,775 | Trimmed |
| 6 | IEMG | ISHARES INC | $7.0M | 4.51% | 85,002 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $6.5M | 4.17% | 18,239 | Trimmed |
| 8 | BAI | BLACKROCK ETF TRUST | $4.9M | 3.17% | 93,827 | Trimmed |
| 9 | EFG | ISHARES TR | $4.7M | 3.03% | 38,006 | Added |
| 10 | EFV | ISHARES TR | $4.7M | 3.02% | 61,689 | Trimmed |
| 11 | MTUM | ISHARES TR | $4.1M | 2.61% | 11,885 | Trimmed |
| 12 | THRO | BLACKROCK ETF TRUST | $3.6M | 2.30% | 83,360 | Trimmed |
| 13 | TLH | ISHARES TR | $3.3M | 2.09% | 32,500 | Trimmed |
| 14 | BLCR | BLACKROCK ETF TRUST | $3.2M | 2.06% | 63,792 | Added |
| 15 | GOOG | ALPHABET INC | $2.7M | 1.71% | 7,563 | Trimmed |
| 16 | IDEF | BLACKROCK ETF TRUST | $2.7M | 1.71% | 84,002 | Added |
| 17 | QUAL | ISHARES TR | $2.7M | 1.70% | 12,109 | Trimmed |
| 18 | IJH | ISHARES TR | $2.6M | 1.67% | 33,729 | Hold |
| 19 | MUB | ISHARES TR | $2.2M | 1.42% | 20,654 | Trimmed |
| 20 | MBB | ISHARES TR | $2.1M | 1.32% | 21,779 | Added |
| 21 | GOVT | ISHARES TR | $2.0M | 1.27% | 86,799 | Added |
| 22 | XLK | SELECT SECTOR SPDR TR | $1.8M | 1.16% | 9,480 | Trimmed |
| 23 | CORO | BLACKROCK ETF TRUST | $1.5M | 0.96% | 40,758 | New |
| 24 | AAPL | APPLE INC | $1.5M | 0.95% | 5,127 | Trimmed |
| 25 | OEF | ISHARES TR | $1.4M | 0.89% | 3,785 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR