13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002103332
Total reported value
$156.1M
$156.1M
70 檔
32.6%
According to the latest 13F quarterly dataset, Polaris Investment Advisors, LLC managed an equity portfolio of $156.1M at the end of Q1 2026, spanning 70 distinct U.S. exchange-listed positions.
In Q1 2026, Polaris Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.00% | +4.37% | +14.07% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.01% | -1.52% | +1.34% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.84% | +0.14% | +5.87% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.38% | -0.38% | -2.68% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.90% | +0.38% | +6.25% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.63% | -1.12% | -0.30% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.06% | -2.04% | +2.04% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.83% | +0.35% | — | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-Other | 3.09% | -2.20% | -34.07% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.80% | -1.10% | -0.80% | |
| 11 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.66% | -0.57% | +2.25% | |
| 12 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.61% | +0.56% | +6.54% | |
| 13 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.54% | -0.24% | +7.24% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.41% | +0.20% | +8.43% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.02% | -0.31% | — | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.96% | -0.54% | +11.41% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.66% | +0.01% | -22.52% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.64% | +1.39% | +270.91% | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 1.42% | -0.10% | +6.66% | |
| 20 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.40% | -0.77% | +7.35% | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 1.19% | -0.52% | -38.27% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.00% | -0.05% | — | |
| 23 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.97% | -0.56% | -5.07% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 0.92% | +0.24% | — | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.92% | -0.50% | — | |
| 26 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.86% | +1.20% | — | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.84% | +0.01% | — | |
| 28 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.81% | -0.59% | -37.11% | |
| 29 | IDEF | Ishares Def Industrials Act | ETF-Other | 0.80% | +0.91% | — | |
| 30 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.76% | +0.51% | — | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.72% | -0.02% | -5.12% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | +0.01% | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | — | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | -0.07% | — | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.56% | — | — | |
| 36 | LMUB | Ishares Lt National Muni Bd | ETF-Other | 0.53% | +0.23% | — | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.50% | -0.06% | -33.49% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | — | — | |
| 39 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.42% | — | — | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | -0.01% | — | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.36% | +0.02% | — | |
| 42 | SUB | Ishares Short-term National | ETF-Other | 0.35% | -0.07% | -3.22% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.33% | -0.10% | — | |
| 44 | LIN | Linde plc | Stock-Materials | 0.33% | -0.03% | — | |
| 45 | GE | General Electric | Stock-Industrials | 0.32% | +0.05% | — | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.31% | -0.10% | — | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | +0.01% | — | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.09% | — | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.30% | -0.03% | — | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.03% | — |
According to official SEC Form 13F filings, Polaris Investment Advisors, LLC reported a total U.S. public equity portfolio value of $156.1M across 70 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IVE, IVW) accounted for 32.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
BLCR
市值: $1.2M
Top Position Liquidated / Trimmed
VB
前期市值: $420.1K
During Q1 2026, Polaris Investment Advisors, LLC's top holdings by market value included IVV (11.0%)、IVE (7.0%)、IVW (6.8%). The largest single position, IVV, represented 11.0% of total portfolio value.
In Q1 2026, Polaris Investment Advisors, LLC made 42 total portfolio adjustments, initiating 4 new buys, adding to 13 positions, trimming 18 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.