Polaris Financial Partners 13F Holdings · Q3 2026
Polaris Financial Partners reported 372 securities worth $223.41M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: NVDA (16.66%), XLG (9.59%), AMZN (8.31%). Among its top 25 positions this quarter: 25 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $37.2M | 16.66% | 161,395 | New |
| 2 | XLG | INVESCO EXCHANGE TRADED FD T | $21.4M | 9.59% | 333,977 | New |
| 3 | AMZN | AMAZON COM INC | $18.6M | 8.31% | 73,844 | New |
| 4 | AAPL | APPLE INC | $13.6M | 6.07% | 40,278 | New |
| 5 | META | META PLATFORMS INC | $7.8M | 3.50% | 10,619 | New |
| 6 | CAT | CATERPILLAR INC | $7.8M | 3.47% | 9,482 | New |
| 7 | SOXX | ISHARES TR | $7.3M | 3.27% | 12,886 | New |
| 8 | QBIG | INVESCO ACTIVELY MANAGED EXC | $7.2M | 3.22% | 9,669 | New |
| 9 | MU | MICRON TECHNOLOGY INC | $6.1M | 2.72% | 5,662 | New |
| 10 | DELL | DELL TECHNOLOGIES INC | $5.0M | 2.24% | 9,204 | New |
| 11 | LRCX | LAM RESEARCH CORP | $4.8M | 2.15% | 14,768 | New |
| 12 | MSFT | MICROSOFT CORP | $4.5M | 2.01% | 8,672 | New |
| 13 | VOO | VANGUARD INDEX FDS | $4.4M | 1.95% | 6,175 | New |
| 14 | VRT | VERTIV HOLDINGS CO | $4.2M | 1.89% | 17,435 | New |
| 15 | VGT | VANGUARD WORLD FD | $4.0M | 1.80% | 31,781 | New |
| 16 | PANW | PALO ALTO NETWORKS INC | $3.5M | 1.56% | 8,627 | New |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $3.4M | 1.53% | 3,705 | New |
| 18 | AEP | AMERICAN ELEC PWR CO INC | $2.9M | 1.29% | 23,992 | New |
| 19 | NFLX | NETFLIX INC. | $2.7M | 1.20% | 38,152 | New |
| 20 | GOOG | ALPHABET INC | $2.4M | 1.10% | 7,023 | New |
| 21 | WM | WASTE MGMT INC DEL | $2.4M | 1.07% | 11,675 | New |
| 22 | GOOGL | ALPHABET INC | $2.3M | 1.01% | 6,427 | New |
| 23 | MAR | MARRIOTT INTL INC NEW | $2.2M | 1.00% | 6,256 | New |
| 24 | ANET | ARISTA NETWORKS INC | $1.8M | 0.82% | 9,012 | New |
| 25 | WMT | WALMART INC | $1.8M | 0.82% | 17,457 | New |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR