Institutional Fund
Polaris Investment Advisors, LLC
Framingham, MACIK 21033322 filings on record
Portfolio Value
$137.15M
Q1 2026
Holdings
70
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-0.9%
from $138.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr11.0%
- Ishares Tr7.0%
- Ishares Tr6.8%
- Blackrock ETF Trust6.4%
- Ishares Tr5.9%
- Ishares Inc5.6%
- Other57.2%
Portfolio Holdings
70 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 23.1K | $15.08M | 11.0% | +2.8K | Added |
| 2 | Ishares Tr | 45.6K | $9.62M | 7.0% | +602 | Added |
| 3 | Ishares Tr | 82.9K | $9.38M | 6.8% | +4.6K | Added |
| 4 | Blackrock ETF Trust | 150.4K | $8.75M | 6.4% | −4.1K | Reduced |
| 5 | Ishares Tr | 175.1K | $8.09M | 5.9% | +10.3K | Added |
| 6 | Ishares Inc | 110.8K | $7.73M | 5.6% | −337 | Reduced |
| 7 | Ishares Tr | 93.4K | $6.94M | 5.1% | +1.9K | Added |
| 8 | Alphabet Inc | 18.3K | $5.25M | 3.8% | 0 | Held |
| 9 | Ishares Tr | 13.3K | $4.24M | 3.1% | −6.9K | Reduced |
| 10 | Ishares Tr | 20.1K | $3.85M | 2.8% | −162 | Reduced |
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