Polaris Investment Advisors, LLC - Portfolio overview

Polaris Investment Advisors, LLC has 70 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 11.00%
2. IVE - ISHARES TR, 7.01%
3. IVW - ISHARES TR, 6.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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