Polaris Investment Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Framingham, MA
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$156,430
Net value change ($000)
+308 (0.2%)
New positions
5
Sold out positions
8
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ACWX 2,106 NEW
IUSB 2,051 20.9%
IVV 2,003 8.3%
CORO 1,925 129.0%
BLCR 1,025 31.9%
VTEB 938 135.4%
MUB 654 29.4%
GGOV 438 52.1%
IALT 416 36.4%
GOVT 402 20.3%
Top Reduces (Value $000, Stocks/ETFs)
MTUM -1,906 -46.8%
IEMG -1,303 -18.5%
MBB -1,290 -62.7%
AAPL -1,108 -74.7%
BAI -623 -12.6%
OEF -494 -35.7%
LMUB -384 -32.2%
VXF -364 -100.0%
IWP -356 -100.0%
XOM -332 -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