Polaris Investment Advisors, LLC has filed its Form 13F-HR for the period ending September 30, 2026. The filing reports the firm's equity portfolio as of the close of the third quarter.
The report lists 75 separate equity holdings. The largest position in the portfolio is a stake in the iShares Core S&P 500 ETF, which is held in 33,954 shares. Other significant holdings include the iShares Core S&P 500 Growth ETF with 74,677 shares, the iShares Core U.S. Aggregate Bond ETF with 268,828 shares, and the iShares Core S&P 500 Value ETF with 37,829 shares.
The filing also details a substantial allocation to technology and semiconductor stocks. Polaris holds 5,150 shares of NVIDIA Corporation and 1,075 shares of Palantir Technologies Inc. Class A. Other notable individual stock positions include 1,082 shares of Microsoft Corporation, 1,000 shares of CrowdStrike Holdings Inc. Class A, and 700 shares of Broadcom Inc.
The portfolio includes a variety of exchange-traded funds (ETFs) and index funds. Major holdings include the iShares Core MSCI Emerging Markets ETF, the Vanguard Total Stock Market ETF, and the iShares U.S. Treasury Bond ETF. The filing also lists positions in energy companies such as ExxonMobil Holdings Corp. and Eversource Energy, as well as financial institutions like Bank of America Corp.
