Polaris Investment Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Framingham, MA
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$156,122
Net value change ($000)
+18,972 (13.8%)
New positions
9
Sold out positions
1
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 8,917 59.1%
EFG 2,481 110.4%
BLCR 2,031 171.8%
IUSB 1,714 21.2%
IDEF 1,566 141.8%
IVW 1,518 16.2%
CORO 1,492 NEW
BAI 1,364 38.1%
GOOGL 1,268 24.2%
IALT 1,143 NEW
Top Reduces (Value $000, Stocks/ETFs)
OEF -2,859 -67.4%
EFV -2,221 -32.0%
QUAL -1,190 -30.9%
IVE -1,044 -10.9%
IAGG -942 -48.9%
ITA -771 -69.1%
BINC -701 -52.5%
IEMG -686 -8.9%
XLF -609 -48.2%
IAU -580 -35.5%
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