# Polaris Financial Partners

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 2103435. Source: https://holderbook.com/funds/2103435-polaris-financial-partners/

- Reported value: $223.5K
- Positions: 372
- Weight of the ten largest: 59.0%
- Filed: 2026-10-02

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $37.2K | 161,395 | 16.7% | 1 |
| INVESCO EXCHANGE TRADED FD T | [XLG](https://holderbook.com/stocks/XLG/) | $21.4K | 333,977 | 9.6% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $18.6K | 73,844 | 8.3% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $13.6K | 40,278 | 6.1% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $7.8K | 10,619 | 3.5% | 1 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $7.8K | 9,482 | 3.5% | 1 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $7.3K | 12,886 | 3.3% | 1 |
| INVESCO ACTIVELY MANAGED EXC | [QBIG](https://holderbook.com/stocks/QBIG/) | $7.2K | 9,669 | 3.2% | 1 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $6.1K | 5,662 | 2.7% | 1 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $5.0K | 9,204 | 2.2% | 1 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $4.8K | 14,768 | 2.2% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $4.5K | 8,672 | 2.0% | 1 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $4.4K | 6,175 | 2.0% | 1 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $4.2K | 17,435 | 1.9% | 1 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $4.0K | 31,781 | 1.8% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $3.5K | 8,627 | 1.6% | 1 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $3.4K | 3,705 | 1.5% | 1 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $2.9K | 23,992 | 1.3% | 1 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.7K | 38,152 | 1.2% | 1 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.4K | 7,023 | 1.1% | 1 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $2.4K | 11,675 | 1.1% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.3K | 6,427 | 1.0% | 1 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $2.2K | 6,256 | 1.0% | 1 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.8K | 17,457 | 0.8% | 1 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $1.8K | 9,012 | 0.8% | 1 |
| WEDBUSH SER TR | [IVES](https://holderbook.com/stocks/IVES/) | $1.7K | 41,191 | 0.8% | 1 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $1.4K | 1,470 | 0.6% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.3K | 2,685 | 0.6% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.3K | 2,783 | 0.6% | 1 |
| ROUNDHILL ETF TRUST | [MAGY](https://holderbook.com/stocks/MAGY/) | $1.2K | 16,080 | 0.5% | 1 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $1.1K | 2,528 | 0.5% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.1K | 3,065 | 0.5% | 1 |
| GLOBAL X FDS | [GNOM](https://holderbook.com/stocks/GNOM/) | $1.1K | 15,041 | 0.5% | 1 |
| INVESCO EXCHANGE TRADED FD T | [PSI](https://holderbook.com/stocks/PSI/) | $848 | 8,541 | 0.4% | 1 |
| TIDAL TRUST II | - | $847 | 32,730 | 0.4% | 1 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $830 | 4,216 | 0.4% | 1 |
| SELECT SECTOR SPDR TR | [XLB](https://holderbook.com/stocks/XLB/) | $778 | 14,505 | 0.3% | 1 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $730 | 402 | 0.3% | 1 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $687 | 5,442 | 0.3% | 1 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $687 | 3,158 | 0.3% | 1 |
| CREDO TECHNOLOGY GROUP HOLDI | [CRDO](https://holderbook.com/stocks/CRDO/) | $681 | 3,603 | 0.3% | 1 |
| NUCOR CORP | [NUE](https://holderbook.com/stocks/NUE/) | $619 | 2,618 | 0.3% | 1 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $607 | 4,142 | 0.3% | 1 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $573 | 3,026 | 0.3% | 1 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $553 | 1,932 | 0.2% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $551 | 464 | 0.2% | 1 |
| CRH PLC | [CRH](https://holderbook.com/stocks/CRH/) | $538 | 6,476 | 0.2% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $493 | 814 | 0.2% | 1 |
| ETF SER SOLUTIONS | [QTUM](https://holderbook.com/stocks/QTUM/) | $480 | 3,155 | 0.2% | 1 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $476 | 5,579 | 0.2% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $456 | 1,371 | 0.2% | 1 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $431 | 936 | 0.2% | 1 |
| ISHARES TR | [ILF](https://holderbook.com/stocks/ILF/) | $411 | 11,895 | 0.2% | 1 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $401 | 4,752 | 0.2% | 1 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $396 | 586 | 0.2% | 1 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $396 | 1,258 | 0.2% | 1 |
| SPDR SERIES TRUST | [XBI](https://holderbook.com/stocks/XBI/) | $378 | 2,379 | 0.2% | 1 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $372 | 1,050 | 0.2% | 1 |
| IREN LIMITED | [IREN](https://holderbook.com/stocks/IREN/) | $342 | 8,296 | 0.2% | 1 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $338 | 2,444 | 0.2% | 1 |
| APPLIED INDL TECHNOLOGIES IN | [AIT](https://holderbook.com/stocks/AIT/) | $337 | 1,007 | 0.2% | 1 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $334 | 3,320 | 0.1% | 1 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $333 | 1,276 | 0.1% | 1 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $309 | 748 | 0.1% | 1 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $301 | 3,308 | 0.1% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $299 | 830 | 0.1% | 1 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $283 | 750 | 0.1% | 1 |
| HEWLETT PACKARD ENTERPRISE C | [HPE](https://holderbook.com/stocks/HPE/) | $282 | 4,322 | 0.1% | 1 |
| INVESCO EXCHANGE TRADED FD T | [XSMO](https://holderbook.com/stocks/XSMO/) | $276 | 3,348 | 0.1% | 1 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $275 | 2,824 | 0.1% | 1 |
| INTELLIGENT GROUP LIMITED | [INTJ](https://holderbook.com/stocks/INTJ/) | $269 | 2,252 | 0.1% | 1 |
| INVESCO EXCHANGE TRADED FD T | [IGPT](https://holderbook.com/stocks/IGPT/) | $265 | 2,593 | 0.1% | 1 |
| FIRST TR EXCHANGE TRADED FD | [SKYY](https://holderbook.com/stocks/SKYY/) | $263 | 1,592 | 0.1% | 1 |
| CARPENTER TECHNOLOGY CORP | [CRS](https://holderbook.com/stocks/CRS/) | $258 | 668 | 0.1% | 1 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $255 | 726 | 0.1% | 1 |
| HSBC HLDGS PLC | [HSBC](https://holderbook.com/stocks/HSBC/) | $253 | 2,542 | 0.1% | 1 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $253 | 1,359 | 0.1% | 1 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $252 | 2,919 | 0.1% | 1 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $238 | 778 | 0.1% | 1 |
| ISHARES INC | [EWY](https://holderbook.com/stocks/EWY/) | $233 | 1,275 | 0.1% | 1 |
| CELESTICA INC | [CLS](https://holderbook.com/stocks/CLS/) | $232 | 653 | 0.1% | 1 |
| DYNATRACE INC | [DT](https://holderbook.com/stocks/DT/) | $229 | 3,936 | 0.1% | 1 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $219 | 2,879 | 0.1% | 1 |
| FIRST TR EXCHANGE TRADED FD | [IDVY](https://holderbook.com/stocks/IDVY/) | $218 | 2,769 | 0.1% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $205 | 778 | 0.1% | 1 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $183 | 2,006 | 0.1% | 1 |
| RBB FD INC | [SGLC](https://holderbook.com/stocks/SGLC/) | $179 | 6,384 | 0.1% | 1 |
| DELTA AIR LINES INC | [DAL](https://holderbook.com/stocks/DAL/) | $178 | 2,142 | 0.1% | 1 |
| ISHARES TR | [IWS](https://holderbook.com/stocks/IWS/) | $170 | 1,050 | 0.1% | 1 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $154 | 239 | 0.1% | 1 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $152 | 991 | 0.1% | 1 |
| FIRST CTZNS BANCSHARES INC D | [FCNCA](https://holderbook.com/stocks/FCNCA/) | $147 | 71 | 0.1% | 1 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $147 | 386 | 0.1% | 1 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $147 | 453 | 0.1% | 1 |
| KNOWLES CORP | [KN](https://holderbook.com/stocks/KN/) | $146 | 3,940 | 0.1% | 1 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $145 | 542 | 0.1% | 1 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $144 | 2,111 | 0.1% | 1 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $141 | 276 | 0.1% | 1 |
| ISHARES TR | [IWP](https://holderbook.com/stocks/IWP/) | $137 | 990 | 0.1% | 1 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $136 | 1,249 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $223.5K | 372 |