StockDriftsStockDriftsTop 50 Polaris Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.62% | 34.0K | $26.0M | +5.94%(+1.91K) | $684.85(+12.82%) | 2026-09-30 | |
| IUSB | ISHARES TR | 7.58% | 268.8K | $11.9M | +26.57%(+56.43K) | $46.25(-4.00%) | 2026-09-30 | |
| IVW | ISHARES TR | 6.79% | 74.7K | $10.6M | -5.74%(-4.55K) | $121.78(+15.07%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 6.2% | 140.0K | $9.7M | +1.67%(+2.29K) | $60.15(+14.86%) | 2026-09-30 | |
| IVE | ISHARES TR | 5.52% | 37.8K | $8.6M | +0.14%(+54) | $209.35(+13.26%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 4.01% | 18.2K | $6.3M | +0.00%(+0) | $278.05(+22.42%) | 2026-09-30 | |
| IEMG | ISHARES INC | 3.67% | 70.7K | $5.7M | -16.81%(-14.29K) | $66.57(+16.34%) | 2026-09-30 | |
| EFG | ISHARES TR | 2.98% | 38.9K | $4.7M | +2.37%(+902) | $114.60(+4.27%) | 2026-09-30 | |
| EFV | ISHARES TR | 2.88% | 56.9K | $4.5M | -7.78%(-4.80K) | $69.69(+13.83%) | 2026-09-30 | |
| BAI | BLACKROCK ETF TRUST | 2.76% | 91.6K | $4.3M | -2.34%(-2.20K) | $33.69(+25.62%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.70% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.21% |
Polaris Investment Advisors LLC reports $156.43M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.6%), IUSB (7.6%) and IVW (6.8%). The top 20 holdings account for 77.89% of reported assets. Its disclosed equity book has returned +10.70% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Polaris Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2103332). View Polaris Investment Advisors LLC’s 13F filings on SEC