StockDriftsStockDriftsTop 50 Polaris Financial Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 16.65% | 161.4K | $37.2M | new | $214.24(+1.33%) | 2026-09-30 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 9.59% | 334.0K | $21.4M | new | $62.42(+1.75%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 8.31% | 73.8K | $18.6M | new | $243.74(+7.67%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.06% | 40.3K | $13.6M | new | $311.19(+10.20%) | 2026-09-30 | |
| META | META PLATFORMS INC | 3.5% | 10.6K | $7.8M | new | $644.23(+9.50%) | 2026-09-30 | |
| CAT | CATERPILLAR INC | 3.47% | 9.5K | $7.8M | new | $937.85(-22.61%) | 2026-09-30 | |
| SOXX | ISHARES TR | 3.27% | 12.9K | $7.3M | new | $604.70(-17.00%) | 2026-09-30 | |
| QBIG | INVESCO ACTIVELY MANAGED EXC | 3.22% | 9.7K | $7.2M | new | $40.50(+4.11%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 2.72% | 5.7K | $6.1M | new | $1109.70(-18.46%) | 2026-09-30 | |
| DELL | DELL TECHNOLOGIES INC | 2.24% | 9.2K | $5.0M | new | $484.71(-6.04%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Polaris Financial Partners reports $223.49M in US-listed equity holdings across 372 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (16.6%), XLG (9.6%) and AMZN (8.3%). The top 20 holdings account for 75.5% of reported assets. Figures reflect the Q3 2026 filing.
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Holdings on this page are parsed from Polaris Financial Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2103435). View Polaris Financial Partners’s 13F filings on SEC