Polaris Investment Advisors, LLC
CIK: 0002103332SEC EDGAR →
Portfolio Value
$138K
Holdings
73
As of
Q4 2025
New Positions
73
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 78,314 | $9.7M | 6976.83% |
| 2 | ISHARES TR | 44,962 | $9.5M | 6891.54% |
| 3 | BLACKROCK ETF TRUST | 154,567 | $9.4M | 6793.25% |
| 4 | ISHARES TR | 164,815 | $7.7M | 5543.59% |
| 5 | ISHARES INC | 111,132 | $7.5M | 5399.04% |
| 6 | ISHARES TR | 20,239 | $6.9M | 5016.70% |
| 7 | ISHARES TR | 91,514 | $6.5M | 4723.25% |
| 8 | ALPHABET INC | 18,258 | $5.7M | 4129.87% |
| 9 | ISHARES TR | 20,219 | $4.0M | 2901.89% |
| 10 | ISHARES TR | 35,480 | $3.6M | 2607.01% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $103.4M | 83.9% |
| Communication Services | 2 | $8.7M | 7.1% |
| Unknown | 3 | $4.4M | 3.6% |
| Technology | 5 | $3.6M | 2.9% |
| Consumer Cyclical | 2 | $906K | 0.7% |
| Industrials | 2 | $716K | 0.6% |
| Consumer Defensive | 1 | $601K | 0.5% |
| Basic Materials | 1 | $385K | 0.3% |
| Energy | 1 | $292K | 0.2% |
| Utilities | 2 | $236K | 0.2% |