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Portfolio (Quarterly) Guide ↗

Polaris Investment Advisors, LLC

· CIK 0002103332
13F Portfolio $156M AUM 78 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 12 New 8 Added 33 Reduced 7 Exited
Page 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XOM EXXON MOBIL CORP Energy 2,428.0 $332K 0.21% $136.72 +14.6%
62 IWO ISHARES TR 833.0 $328K 0.21% $393.96 -3.8%
63 VO VANGUARD INDEX FDS 4,052.0 $326K 0.21% +3K +172.3% $80.58 +2.4%
64 USMV ISHARES TR 3,368.0 $325K 0.21% -4K -54.3% $96.47 +5.5%
65 CSX CSX CORP Industrials 6,624.0 $315K 0.20% $47.53 +7.9%
66 VUG VANGUARD INDEX FDS 3,604.0 $310K 0.20% +3K +499.7% $86.13 +2.8%
67 ESGU ISHARES TR 1,866.0 $305K 0.20% -633.0 -25.3% $163.70 +3.1%
68 SOXX ISHARES TR 465.0 $298K 0.19% NEW $640.76 -20.6%
69 AFL AFLAC INC Financial Services 2,534.0 $297K 0.19% $117.25 -0.6%
70 RSPT INVESCO EXCHANGE TRADED FD T 4,600.0 $297K 0.19% $64.50 +0.4%
71 EEM ISHARES TR 4,226.0 $289K 0.18% -200.0 -4.5% $68.41 -1.9%
72 IXUS ISHARES TR 2,763.0 $264K 0.17% $95.44 +2.4%
73 ES EVERSOURCE ENERGY Utilities 3,516.0 $254K 0.16% $72.27 -2.0%
74 DGRO ISHARES TR 3,182.0 $241K 0.15% -29.0 -0.9% $75.79 +4.7%
75 EMXC ISHARES INC 2,229.0 $228K 0.15% NEW $102.30 -4.1%
76 QQQ INVESCO QQQ TR Financial Services 300.0 $221K 0.14% NEW $736.40 -2.7%
77 IMTM ISHARES TR 4,050.0 $216K 0.14% NEW $53.33 -0.0%
78 TSLA TESLA INC Consumer Cyclical 496.0 $209K 0.13% $420.60 -17.1%
Page 4 of 4  ·  78 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 38.0%
Technology 22.4%
Financial Services 16.5%
Consumer Cyclical 5.3%
Industrials 5.2%
Utilities 4.1%
Consumer Defensive 3.8%
Basic Materials 2.7%
Energy 1.9%