Polaris Investment Advisors, LLC
All 13F Filings
- Location
- Framingham, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 156,430
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 75 | 156,430 | 13F-HR | Polaris Investment Advisors, LLC |
| Q2 2026 | 7/9/2026 | 78 | 156,122 | 13F-HR | Polaris Investment Advisors, LLC |
| Q1 2026 | 4/21/2026 | 70 | 137,150 | 13F-HR | Polaris Investment Advisors, LLC |
| Q4 2025 | 1/15/2026 | 73 | 138,358 | 13F-HR | Polaris Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.21 K | 10.4% | 0 | 1.496 K | -1.496 K |
| ETFs | 140.2 K | 89.6% | 1.799 K | 0 | 1.799 K |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
156,430
Holdings
75
QoQ value change ($000)
308
(0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.