Polaris Investment Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Framingham, MA
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$137,150
Net value change ($000)
-1,208 (-0.9%)
New positions
4
Sold out positions
7
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EFG 1,628 262.6%
IVV 1,218 8.8%
BLCR 1,182 NEW
IDEF 1,104 NEW
GOVT 1,038 NEW
LMUB 730 NEW
IUSB 418 5.4%
EFV 408 6.2%
IEMG 258 3.5%
MUB 254 10.4%
Top Reduces (Value $000, Stocks/ETFs)
OEF -2,697 -38.9%
IAU -803 -33.0%
DYNF -648 -6.9%
ITA -624 -35.9%
IJH -595 -20.7%
GOOGL -465 -8.1%
VB -420 -100.0%
USMV -415 -59.8%
VTEB -350 -34.0%
EMB -286 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type