Polaris Investment Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$137.2M
Q ending 2026-03-31
Prior quarter
$138.4M
Q ending 2025-12-31
Change
-0.9% QoQ
Positions
70
reported holdings
Largest positions
All 70 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $15.1M | 23K |
| Ishares Tr | IVE | Shares | $9.6M | 46K |
| Ishares Tr | IVW | Shares | $9.4M | 83K |
| Blackrock Etf Trust | DYNF | Shares | $8.8M | 150K |
| Ishares Tr | IUSB | Shares | $8.1M | 175K |
| Ishares Inc | IEMG | Shares | $7.7M | 111K |
| Ishares Tr | EFV | Shares | $6.9M | 93K |
| Alphabet Inc | GOOGL | Shares | $5.3M | 18K |
| Ishares Tr | OEF | Shares | $4.2M | 13K |
| Ishares Tr | QUAL | Shares | $3.8M | 20K |
| Ishares Tr | TLH | Shares | $3.7M | 36K |
| Blackrock Etf Trust | BAI | Shares | $3.6M | 109K |
| Blackrock Etf Trust | THRO | Shares | $3.5M | 96K |
| Ishares Tr | MTUM | Shares | $3.3M | 14K |
| Alphabet Inc | GOOG | Shares | $2.8M | 10K |
| Ishares Tr | MUB | Shares | $2.7M | 25K |
| Ishares Tr | IJH | Shares | $2.3M | 34K |
| Ishares Tr | EFG | Shares | $2.2M | 20K |
| Ishares Tr | MBB | Shares | $1.9M | 20K |
| Ishares Tr | IAGG | Shares | $1.9M | 38K |
| Ishares Gold Tr | IAU | Shares | $1.6M | 19K |
| Apple Inc | AAPL | Shares | $1.4M | 5K |
| Blackrock Etf Trust Ii | BINC | Shares | $1.3M | 26K |
| Select Sector Spdr Tr | XLK | Shares | $1.3M | 10K |
| Select Sector Spdr Tr | XLF | Shares | $1.3M | 26K |
| Blackrock Etf Trust | BLCR | Shares | $1.2M | 29K |
| Ishares Tr | IWB | Shares | $1.2M | 3K |
| Ishares Tr | ITA | Shares | $1.1M | 5K |
| Blackrock Etf Trust | IDEF | Shares | $1.1M | 34K |
| Ishares Tr | GOVT | Shares | $1.0M | 45K |
| Vanguard Tax-Managed Fds | VEA | Shares | $988K | 15K |
| Nvidia Corporation | NVDA | Shares | $898K | 5K |
| Vanguard Index Fds | VTI | Shares | $881K | 3K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $850K | 1K |
| Ishares Tr | IWR | Shares | $771K | 8K |
| Ishares Tr | LMUB | Shares | $730K | 15K |
| Vanguard Mun Bd Fds | VTEB | Shares | $680K | 14K |
| Amazon Com Inc | AMZN | Shares | $616K | 3K |
| Kimberly-Clark Corp | KMB | Shares | $575K | 6K |
| Vanguard Index Fds | VTV | Shares | $545K | 3K |
| Ishares Tr | IJR | Shares | $493K | 4K |
| Ishares Tr | SUB | Shares | $478K | 4K |
| Ishares Tr | IWP | Shares | $452K | 4K |
| Linde Plc | Shares | $448K | 903 | |
| Ge Aerospace | GE | Shares | $439K | 2K |
| Vanguard Index Fds | VO | Shares | $427K | 1K |
| Ishares Tr | IWF | Shares | $414K | 972 |
| Exxon Mobil Corp | XOM | Shares | $412K | 2K |
| Select Sector Spdr Tr | XLV | Shares | $406K | 3K |
| Microsoft Corp | MSFT | Shares | $401K | 1K |
| Vanguard Intl Equity Index F | VEU | Shares | $400K | 5K |
| Ishares Tr | IWM | Shares | $390K | 2K |
| Broadcom Inc | AVGO | Shares | $371K | 1K |
| Vanguard World Fd | VFH | Shares | $362K | 3K |
| Ishares Tr | ESGU | Shares | $353K | 2K |
| Bank America Corp | BAC | Shares | $339K | 7K |
| Ge Vernova Inc | GEV | Shares | $336K | 385 |
| Ishares Tr | IYW | Shares | $327K | 2K |
| Vanguard Index Fds | VXF | Shares | $304K | 1K |
| Ishares Tr | USMV | Shares | $279K | 3K |
| Aflac Inc | AFL | Shares | $278K | 3K |
| Csx Corp | CSX | Shares | $272K | 7K |
| Fidelity Merrimack Str Tr | FBND | Shares | $268K | 6K |
| Vanguard Index Fds | VUG | Shares | $262K | 601 |
| Ishares Tr | IWO | Shares | $261K | 833 |
| Ishares Tr | EEM | Shares | $248K | 4K |
| Eversource Energy | ES | Shares | $244K | 4K |
| Ishares Tr | IXUS | Shares | $239K | 3K |
| Ishares Tr | DGRO | Shares | $223K | 3K |
| Invesco Exchange Traded Fd T | RSPT | Shares | $208K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.