Polaris Investment Advisors, LLC Top Holdings and 13F Report (2026) About Polaris Investment Advisors, LLCInvestment ActivityPolaris Investment Advisors, LLC has $137.15 million in total holdings as of March 31, 2026.Polaris Investment Advisors, LLC owns shares of 70 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 7.39% of the portfolio was purchased this quarter.About 5.59% of the portfolio was sold this quarter.This quarter, Polaris Investment Advisors, LLC has purchased 73 new stocks and bought additional shares in 13 stocks.Polaris Investment Advisors, LLC sold shares of 18 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $15,084,442iShares S&P 500 Value ETF $9,620,735iShares S&P 500 Growth ETF $9,377,963iShares U.S. Equity Factor Rotation Active ETF $8,751,407iShares Core Total USD Bond Market ETF $8,088,278 Largest New Holdings this Quarter 09290C855 - BLACKROCK ETF TRUST $1,181,997 Holding09290C699 - BLACKROCK ETF TRUST $1,103,973 Holding46429B267 - iShares U.S. Treasury Bond ETF $1,038,122 Holding46438G448 - ISHARES TR $730,376 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 2,849 shares (about $1.86M)iShares MSCI EAFE Growth ETF 14,743 shares (about $1.64M)BLACKROCK ETF TRUST 28,787 shares (about $1.18M)BLACKROCK ETF TRUST 33,740 shares (about $1.10M)iShares U.S. Treasury Bond ETF 45,313 shares (about $1.04M) Largest Sales this Quarter iShares S&P 100 ETF 6,895 shares (about $2.19M)iShares Gold Trust 11,486 shares (about $1.01M)iShares Core S&P Mid-Cap ETF 9,804 shares (about $662.06K)iShares U.S. Aerospace & Defense ETF 3,006 shares (about $657.56K)iShares MSCI USA Min Vol Factor ETF 4,366 shares (about $404.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPolaris Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$15,084,442$1,860,978 ▲14.1%23,09311.0%ETFIVEiShares S&P 500 Value ETF$9,620,735$127,111 ▲1.3%45,5647.0%ETFIVWiShares S&P 500 Growth ETF$9,377,963$519,854 ▲5.9%82,9106.8%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$8,751,407$241,272 ▼-2.7%150,4206.4%ETFIUSBiShares Core Total USD Bond Market ETF$8,088,278$475,479 ▲6.2%175,1095.9%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$7,727,942$23,506 ▼-0.3%110,7955.6%ETFEFViShares MSCI EAFE Value ETF$6,942,763$138,663 ▲2.0%93,3795.1%ETFGOOGLAlphabet$5,250,2140.0%18,2583.8%Computer and TechnologyOEFiShares S&P 100 ETF$4,244,326$2,193,093 ▼-34.1%13,3443.1%ETFQUALiShares MSCI USA Quality Factor ETF$3,847,053$31,073 ▼-0.8%20,0572.8%ETFTLHiShares 10-20 Year Treasury Bond ETF$3,653,803$80,273 ▲2.2%36,2772.7%ETFBLACKROCK ETF TRUST$3,582,874$219,875 ▲6.5%108,7372.6%ISHARES A I INNOBTHMBlackRock Future U.S. Themes ETF$3,479,997$234,924 ▲7.2%96,0792.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$3,309,316$257,277 ▲8.4%13,7892.4%ETFGOOGAlphabet$2,771,9020.0%9,6632.0%Computer and TechnologyMUBiShares National Muni Bond ETF$2,687,506$275,141 ▲11.4%25,3182.0%ETFIJHiShares Core S&P Mid-Cap ETF$2,277,709$662,061 ▼-22.5%33,7291.7%ETFEFGiShares MSCI EAFE Growth ETF$2,247,959$1,641,895 ▲270.9%20,1851.6%ETFMBBiShares MBS ETF$1,941,420$121,155 ▲6.7%20,4471.4%ETFIAGGiShares Core International Aggregate Bond ETF$1,926,100$131,956 ▲7.4%38,4911.4%ETFIAUiShares Gold Trust$1,633,428$1,012,605 ▼-38.3%18,5281.2%FinanceAAPLApple$1,377,1330.0%5,4261.0%Computer and TechnologyBINCiShares Flexible Income Active ETF$1,336,346$71,299 ▼-5.1%25,7341.0%ETFXLKTechnology Select Sector SPDR Fund$1,265,3920.0%9,5210.9%ETFXLFFinancial Select Sector SPDR Fund$1,263,5000.0%25,5920.9%ETFBLACKROCK ETF TRUST$1,181,997$1,181,997 ▲New Holding28,7870.9%ISHARES LARGE CAIWBiShares Russell 1000 ETF$1,151,5900.0%3,2300.8%ETFITAiShares U.S. Aerospace & Defense ETF$1,114,531$657,562 ▼-37.1%5,0950.8%ETFBLACKROCK ETF TRUST$1,103,973$1,103,973 ▲New Holding33,7400.8%ISHARES DEFENSEGOVTiShares U.S. Treasury Bond ETF$1,038,122$1,038,122 ▲New Holding45,3130.8%ETFVEAVanguard FTSE Developed Markets ETF$987,601$53,315 ▼-5.1%15,4120.7%ETFNVDANVIDIA$898,1870.0%5,1500.7%Computer and TechnologyVTIVanguard Total Stock Market ETF$880,6230.0%2,7450.6%ETFSPYSPDR S&P 500 ETF Trust$849,6040.0%1,3060.6%FinanceIWRiShares Russell Mid-Cap ETF$771,1880.0%7,9320.6%ETFISHARES TR$730,376$730,376 ▲New Holding14,6280.5%LONG TERM MUNIVTEBVanguard Tax-Exempt Bond ETF$679,851$342,395 ▼-33.5%13,6270.5%ETFAMZNAmazon.com$616,4790.0%2,9600.4%Retail/WholesaleKIMBERLY-CLARK CORP$575,2510.0%5,9630.4%COMVTVVanguard Value ETF$545,2310.0%2,7790.4%ETFIJRiShares Core S&P Small-Cap ETF$493,0350.0%3,9660.4%ETFSUBiShares Short-Term National Muni Bond ETF$477,653$15,869 ▼-3.2%4,4850.3%ETFIWPiShares Russell Mid-Cap Growth ETF$452,3900.0%3,5310.3%ETFLINDE PLC$447,6710.0%9030.3%SHSGEGE Aerospace$438,9920.0%1,5470.3%AerospaceVOVanguard Mid-Cap ETF$427,4150.0%1,4880.3%ETFIWFiShares Russell 1000 Growth ETF$414,2720.0%9720.3%ETFXOMExxonMobil$411,9340.0%2,4280.3%EnergyXLVHealth Care Select Sector SPDR Fund$405,8880.0%2,7680.3%ETFMSFTMicrosoft$400,5240.0%1,0820.3%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$400,2080.0%5,3290.3%ETFIWMiShares Russell 2000 ETF$389,608$4,712 ▼-1.2%1,5710.3%FinanceAVGOBroadcom$371,4120.0%1,2000.3%Computer and TechnologyVFHVanguard Financials ETF$362,3870.0%3,0000.3%ETFESGUiShares ESG Aware MSCI USA ETF$353,4600.0%2,4990.3%ManufacturingBACBank of America$338,618$40,609 ▼-10.7%6,9460.2%FinanceGE VERNOVA INC$336,0670.0%3850.2%COMIYWiShares U.S. Technology ETF$326,737$37,372 ▼-10.3%1,8010.2%ManufacturingVXFVanguard Extended Market ETF$304,3780.0%1,4790.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$279,074$404,931 ▼-59.2%3,0090.2%ETFAFLAflac$278,0050.0%2,5340.2%FinanceCSXCSX$271,9150.0%6,6240.2%TransportationFBNDFidelity Total Bond ETF$267,789$10,036 ▼-3.6%5,8700.2%ETFVUGVanguard Growth ETF$262,3420.0%6010.2%ETFIWOiShares Russell 2000 Growth ETF$261,4040.0%8330.2%ETFEEMiShares MSCI Emerging Markets ETF$248,286$3,067 ▼-1.2%4,3720.2%FinanceESEversource Energy$243,5880.0%3,5160.2%UtilitiesIXUSiShares Core MSCI Total International Stock ETF$239,3860.0%2,7630.2%ManufacturingDGROiShares Core Dividend Growth ETF$223,453$1,895 ▼-0.8%3,1840.2%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$208,1960.0%4,6000.2%ETFVBVanguard Small-Cap ETF$0$420,113 ▼-100.0%00.0%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$0$285,585 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$274,536 ▼-100.0%00.0%FinanceBLACKROCK ETF TRUST II$0$252,601 ▼-100.0%00.0%ISHARES HIGH YIETSLATesla$0$223,061 ▼-100.0%00.0%Auto/Tires/TrucksIBMInternational Business Machines$0$207,347 ▼-100.0%00.0%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$0$202,167 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. 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