StockDrifts LogoStockDrifts

Polaris Investment Advisors, LLC

Portfolio Manager
Polaris Investment Advisors, LLC
Performance
-2.68% (2026 Q1)
AUM (13F)
$137.15M
# of Holdings
70
Performance Rank
Allocation (Top 20)
77.86%

Polaris Investment Advisors, LLC Holdings Map

Top 50 Polaris Investment Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
11%23.1K$15.1M
+14.07%(+2.85K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 20.2K shares2026-Q1: 23.1K shares
$676.13(+10.30%)
2026-03-31
IVE
ISHARES TR
7.01%45.6K$9.6M
+1.34%(+602)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 45.0K shares2026-Q1: 45.6K shares
$209.32(+7.32%)
2026-03-31
IVW
ISHARES TR
6.84%82.9K$9.4M
+5.87%(+4.60K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 78.3K shares2026-Q1: 82.9K shares
$121.78(+12.70%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
6.38%150.4K$8.8M
-2.68%(-4.15K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 154.6K shares2026-Q1: 150.4K shares
$60.01(+10.72%)
2026-03-31
IUSB
ISHARES TR
5.9%175.1K$8.1M
+6.25%(+10.29K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 164.8K shares2026-Q1: 175.1K shares
$46.61(-1.33%)
2026-03-31
IEMG
ISHARES INC
5.63%110.8K$7.7M
-0.30%(-337)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 111.1K shares2026-Q1: 110.8K shares
$66.57(+23.25%)
2026-03-31
EFV
ISHARES TR
5.06%93.4K$6.9M
+2.04%(+1.86K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 91.5K shares2026-Q1: 93.4K shares
$69.69(+12.71%)
2026-03-31
GOOGL
ALPHABET INC
3.83%18.3K$5.3M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 18.3K shares2026-Q1: 18.3K shares
$278.05(+44.80%)
2026-03-31
OEF
ISHARES TR
3.09%13.3K$4.2M
-34.07%(-6.89K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 20.2K shares2026-Q1: 13.3K shares
$337.90(+9.74%)
2026-03-31
QUAL
ISHARES TR
2.8%20.1K$3.8M
-0.80%(-162)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 20.2K shares2026-Q1: 20.1K shares
$196.56(+7.33%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Polaris Investment Advisors, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all