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PFP

Polaris Financial Partners Portfolio holdings

AUM $223M
This Fund
S&P 500
This Quarter Est. Return
+4.08%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$223M
AUM Growth
–
Cap. Flow
+$211M
Cap. Flow %
94.33%
Top 10 Hldgs %
59.03%
Holding
372
New
372
Increased
–
Reduced
–
Closed
–
Avg Time Held
0 quarters
Top 10 Avg Time Held
0 quarters
Top 20 Avg Time Held
0 quarters

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$34.6M
2
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$20.8M
3
AMZN icon
Amazon
AMZN
+$18.8M
4
AAPL icon
Apple
AAPL
+$12.9M
5
CAT icon
Caterpillar
CAT
+$8.04M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 38.18%
2 Miscellaneous 28.49%
3 Consumer Discretionary 10.07%
4 Industrials 8.63%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
DVY icon
276
iShares Select Dividend ETF
DVY
$22.3B
$11K ﹤0.01%
+75
New +$12.1K
2026 Q3
0 quarters
MMM icon
277
3M
MMM
$83.5B
$11K ﹤0.01%
+67
New +$11.4K
2026 Q3
0 quarters
POWL icon
278
Powell Industries
POWL
$7.14B
$11K ﹤0.01%
+57
New +$11.7K
2026 Q3
0 quarters
UNP icon
279
Union Pacific
UNP
$165B
$11K ﹤0.01%
+39
New +$11.3K
2026 Q3
0 quarters
VBK icon
280
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.3B
$11K ﹤0.01%
+32
New +$11.2K
2026 Q3
0 quarters
VIS icon
281
Vanguard Industrials ETF
VIS
$7.78B
$11K ﹤0.01%
+34
New +$11.6K
2026 Q3
0 quarters
ATRO icon
282
Astronics
ATRO
$2.93B
$10K ﹤0.01%
+146
New +$10.7K
2026 Q3
0 quarters
CME icon
283
CME Group
CME
$94.6B
$10K ﹤0.01%
+39
New +$10.3K
2026 Q3
0 quarters
CTVA icon
284
Corteva
CTVA
$7.95B
$10K ﹤0.01%
+133
New +$11K
2026 Q3
0 quarters
LYV icon
285
Live Nation Entertainment
LYV
$39.3B
$10K ﹤0.01%
+61
New +$10.9K
2026 Q3
0 quarters
YMAT
286
J-Star Holding Co
YMAT
$5.81M
$10K ﹤0.01%
+108
New +$208
2026 Q3
0 quarters
AMSC icon
287
American Superconductor
AMSC
$1.45B
$9K ﹤0.01%
+288
New +$9.03K
2026 Q3
0 quarters
MSI icon
288
Motorola Solutions
MSI
$74B
$9K ﹤0.01%
+21
New +$9.45K
2026 Q3
0 quarters
VMC icon
289
Vulcan Materials
VMC
$31.5B
$9K ﹤0.01%
+36
New +$9.79K
2026 Q3
0 quarters
YUM icon
290
Yum! Brands
YUM
$37.1B
$9K ﹤0.01%
+66
New +$9.87K
2026 Q3
0 quarters
MRP
291
Millrose Properties Inc
MRP
$4.09B
$9K ﹤0.01%
+361
New +$10.5K
2026 Q3
0 quarters
NL icon
292
NLI Holdings
NL
$341M
$8K ﹤0.01%
+207
New +$1.33K
2026 Q3
0 quarters
DJT icon
293
Trump Media & Technology Group
DJT
$2.48B
$8K ﹤0.01%
+848
New +$7.72K
2026 Q3
0 quarters
ADBE icon
294
Adobe
ADBE
$94.5B
$7K ﹤0.01%
+30
New +$7.51K
2026 Q3
0 quarters
EOG icon
295
EOG Resources
EOG
$74.2B
$7K ﹤0.01%
+50
New +$7.13K
2026 Q3
0 quarters
EUFN icon
296
iShares MSCI Europe Financials ETF
EUFN
$3.87B
$7K ﹤0.01%
+172
New +$7.11K
2026 Q3
0 quarters
IBB icon
297
iShares Biotechnology ETF
IBB
$10.5B
$7K ﹤0.01%
+34
New +$6.82K
2026 Q3
0 quarters
ITOT icon
298
iShares Core S&P Total US Stock Market ETF
ITOT
$96.8B
$7K ﹤0.01%
+41
New +$6.82K
2026 Q3
0 quarters
IYG icon
299
iShares US Financial Services ETF
IYG
$2.09B
$7K ﹤0.01%
+54
New +$5.15K
2026 Q3
0 quarters
MDT icon
300
Medtronic
MDT
$110B
$7K ﹤0.01%
+82
New +$7.23K
2026 Q3
0 quarters
10 11
12
13 14

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Polaris Financial Partners's Q3 2026 Portfolio in Review

Q3 2026 is the first quarter with a 13F filing on record for Polaris Financial Partners, which disclosed 372 positions worth $223M. Its ten largest holdings account for 59% of the portfolio.

Its largest position is NVIDIA: 161,395 shares worth $37.2M.

By sector, the portfolio is most concentrated in Technology at 38% of assets, followed by Miscellaneous and Consumer Discretionary.

  • Polaris Financial Partners's largest Q3 2026 buy was NVIDIA: 161,395 shares worth $37.2M.
  • Polaris Financial Partners's ten largest holdings make up 59% of its $223M portfolio in Q3 2026.
  • Polaris Financial Partners disclosed 372 positions in Q3 2026, its first 13F filing on record.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.