Institutional Manager · CIK 0002103332
Polaris Investment Advisors, LLC
FRAMINGHAM, MA · File #028-25918
Latest AUM
$138.4M
Positions
73
Top-10 Concentration
61.2%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 20,244 | $13.9M | 10.50% |
| 2 | ISHARES TR | 464287309 | 78,314 | $9.7M | 7.31% |
| 3 | ISHARES TR | 464287408 | 44,962 | $9.5M | 7.22% |
| 4 | BLACKROCK ETF TRUST | BLK | 154,567 | $9.4M | 7.12% |
| 5 | ISHARES TR | 46434V613 | 164,815 | $7.7M | 5.81% |
| 6 | ISHARES INC | 46434G103 | 111,132 | $7.5M | 5.66% |
| 7 | ISHARES TR | 464287101 | 20,239 | $6.9M | 5.26% |
| 8 | ISHARES TR | 464288877 | 91,514 | $6.5M | 4.95% |
| 9 | ALPHABET INC | GOOG | 18,258 | $5.7M | 4.33% |
| 10 | ISHARES TR | 46432F339 | 20,219 | $4.0M | 3.04% |
| 11 | ISHARES TR | 464288653 | 35,480 | $3.6M | 2.73% |
| 12 | BLACKROCK ETF TRUST | BLK | 89,593 | $3.5M | 2.62% |
| 13 | BLACKROCK ETF TRUST | BLK | 102,064 | $3.4M | 2.57% |
| 14 | ISHARES TR | 46432F396 | 12,717 | $3.2M | 2.41% |
| 15 | ALPHABET INC | GOOG | 9,663 | $3.0M | 2.30% |
| 16 | ISHARES TR | 464287507 | 43,533 | $2.9M | 2.18% |
| 17 | ISHARES GOLD TR | IAU | 30,014 | $2.4M | 1.85% |
| 18 | ISHARES TR | 464288414 | 22,726 | $2.4M | 1.84% |
| 19 | ISHARES TR | 464288588 | 19,171 | $1.8M | 1.38% |
| 20 | ISHARES TR | 46435G672 | 35,854 | $1.8M | 1.36% |