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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 1 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 32,049.0 $24.0M 15.37% +12K +58.3% $748.90 +3.2%
2 IVW ISHARES TR 79,223.0 $10.9M 6.98% +909.0 +1.2% $137.53 +1.8%
3 IUSB ISHARES TR 212,398.0 $9.8M 6.28% +48K +28.9% $46.15 -1.4%
4 DYNF BLACKROCK ETF TRUST 137,720.0 $9.4M 6.00% -17K -10.9% $68.01 +2.3%
5 IVE ISHARES TR 37,775.0 $8.6M 5.49% -7K -16.0% $227.06 +4.5%
6 IEMG ISHARES INC 85,002.0 $7.0M 4.51% -26K -23.5% $82.84 -1.2%
7 GOOGL ALPHABET INC Communication Services 18,239.0 $6.5M 4.17% $357.37 -3.0%
8 BAI BLACKROCK ETF TRUST 93,827.0 $4.9M 3.17% -8K -8.1% $52.72 -16.3%
9 EFG ISHARES TR 38,006.0 $4.7M 3.03% +33K +598.4% $124.42 +0.5%
10 EFV ISHARES TR 61,689.0 $4.7M 3.02% -30K -32.6% $76.55 +6.8%
11 MTUM ISHARES TR 11,885.0 $4.1M 2.61% -832.0 -6.5% $342.82 -12.6%
12 THRO BLACKROCK ETF TRUST 83,360.0 $3.6M 2.30% -6K -7.0% $43.11 +1.7%
13 TLH ISHARES TR 32,500.0 $3.3M 2.09% -3K -8.4% $100.35 -3.0%
14 BLCR BLACKROCK ETF TRUST 63,792.0 $3.2M 2.06% NEW $50.37 -1.9%
15 GOOG ALPHABET INC 7,563.0 $2.7M 1.71% -2K -21.7% $353.34
16 BLACKROCK ETF TRUST 84,002.0 $2.7M 1.71% NEW $31.78
17 QUAL ISHARES TR 12,109.0 $2.7M 1.70% -8K -40.1% $219.43 +1.9%
18 IJH ISHARES TR 33,729.0 $2.6M 1.67% -10K -22.5% $77.11 -1.8%
19 MUB ISHARES TR 20,654.0 $2.2M 1.42% -2K -9.1% $107.62 -2.2%
20 MBB ISHARES TR 21,779.0 $2.1M 1.32% +3K +13.6% $94.52 -1.4%
Page 1 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%