Polaris Financial Partners

Polaris Financial Partners reported 382 holdings worth US$223K as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 ยท Filed Oct 2, 2026

Polaris Financial Partners reported 382 holdings worth US$223K as of Sep 30, 2026. Largest: Nvidia Corporation, Amazon.com, Inc. and Apple Inc. Filed Oct 2, 2026 (Form 13F).

Holdings
382
Value as reported
US$223K

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation161KUS$37.2M16650.9%
Amazon.com, Inc.73,844US$18.6M8310.0%
Apple Inc40,278US$13.6M6062.9%
Meta Platforms, Inc.10,619US$7.82M3498.2%
Caterpillar, Inc.9,482US$7.75M3470.0%
Micron Technology, Inc.5,662US$6.08M2719.1%
Dell Technologies Inc.9,204US$5.01M2242.2%
Lam Research Corporation14,768US$4.81M2154.0%
Alphabet Inc (google) Class C13,450US$4.71M2107.5%
Microsoft Corp.8,672US$4.49M2010.4%
Vertiv Holdings, Llc17,435US$4.23M1891.4%
Palo Alto Networks, Inc.8,627US$3.48M1555.3%
Costco Wholesale Corporation3,705US$3.41M1524.9%
American Electric Power Company, Inc.23,992US$2.87M1285.1%
Netflix, Inc.38,152US$2.68M1197.8%
Waste Management, Inc.11,675US$2.4M1073.4%
Marriott International6,256US$2.24M1003.2%
Walmart Inc.17,457US$1.84M824.2%
Arista Networks, Inc.9,012US$1.84M823.3%
Lumentum Holdings Inc.1,470US$1.41M629.6%
Berkshire Hathaway Inc.2,685US$1.34M601.4%
Broadcom Inc.3,065US$1.08M484.6%
Cintas Corporation4,216US$830K371.4%
Asml Holding Nv402US$730K326.6%
Credo Technology Group Holding Ltd3,603US$681K304.7%
Nucor Corporation2,618US$619K277.0%
Procter & Gamble Company (the)4,142US$607K271.6%
Palantir Technologies Inc.3,026US$573K256.4%
Eli Lilly And Company464US$551K246.5%
Advanced Micro Devices Inc814US$493K220.6%
Jp Morgan Chase & Co.1,371US$456K204.0%
Western Digital Corporation936US$431K192.9%
Amphenol Corporation4,752US$401K179.4%
Ge Aerospace1,258US$396K177.2%
Deere & Company586US$396K177.2%
Vistra Corp.2,444US$338K151.2%
Marvell Technology, Inc.1,276US$333K149.0%
Visa Inc.830US$299K133.8%
Hewlett Packard Enterprise Company4,322US$282K126.2%
Carpenter Technology Corporation668US$258K115.4%
Tesla, Inc.726US$255K114.1%
Hsbc Holdings Plc2,542US$253K113.2%
Lowe's Companies, Inc.1,359US$253K113.2%
American Express Company778US$238K106.5%
Nextera Energy, Inc.2,879US$219K98.0%
Abbvie Inc.778US$205K91.7%
Delta Air Lines, Inc.2,142US$178K79.6%
Quanta Services, Inc.239US$154K68.9%
Corning Incorporated991US$152K68.0%
Sherwin-williams Company (the)453US$147K65.8%
Crowdstrike Holdings, Inc.542US$145K64.9%
Altria Group, Inc.2,111US$144K64.4%
Darden Restaurants, Inc.677US$133K59.5%
Abbott Laboratories1,289US$129K57.7%
W.w. Grainger, Inc.100US$125K55.9%
Coca-cola Company (the)1,411US$123K55.0%
Natera, Inc.267US$114K51.0%
O'reilly Automotive, Inc.1,320US$113K50.6%
Teradyne, Inc.282US$113K50.6%
Hilton Worldwide Holdings Inc.350US$112K50.1%
Cisco Systems, Inc.1,029US$111K49.7%
Constellation Energy Corporation440US$111K49.7%
Servicenow, Inc.811US$109K48.8%
Cummins Inc.206US$107K47.9%
Martin Marietta Materials, Inc.214US$104K46.5%
Oracle Corporation752US$103K46.1%
Analog Devices, Inc.257US$102K45.6%
Cf Industries Holdings, Inc.857US$100K44.7%
Fedex Corporation337US$96,00043.0%
Oklo Inc.2,460US$93,00041.6%
Verizon Communications Inc.1,992US$92,00041.2%
Ase Technology Holding Co., Ltd.2,037US$91,00040.7%
Autozone, Inc.30US$84,00037.6%
Home Depot, Inc. (the)292US$83,00037.1%
Pultegroup, Inc.694US$81,00036.2%
Taiwan Semiconductor Manufacturing Co., Ltd.172US$79,00035.3%
Citigroup, Inc.600US$78,00034.9%
United Rentals, Inc.71US$73,00032.7%
Marathon Petroleum Corporation177US$71,00031.8%
Chevron Corporation335US$69,00030.9%
Steel Dynamics, Inc.306US$68,00030.4%
Applied Materials, Inc.132US$67,00030.0%
Merck & Company, Inc.451US$66,00029.5%
Space Exploration Technologies Corp435US$66,00029.5%
Morgan Stanley331US$63,00028.2%
Unitedhealth Group Incorporated161US$60,00026.8%
Lockheed Martin Corporation116US$60,00026.8%
Mercadolibre, Inc.34US$59,00026.4%
Paccar Inc.518US$57,00025.5%
Coreweave, Inc.646US$56,00025.1%
Johnson & Johnson209US$56,00025.1%
At&t Inc.2,190US$54,00024.2%
Robinhood Markets, Inc.473US$54,00024.2%
Amgen Inc.126US$53,00023.7%
Snowflake Inc.148US$51,00022.8%
Penguin Solutions, Inc.903US$50,00022.4%
Csx Corporation947US$44,00019.7%
Rtx Corporation234US$44,00019.7%
Pfizer, Inc.1,481US$43,00019.2%
Kb Home910US$43,00019.2%

Every holding of Polaris Financial Partners

Source

View original at SEC

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