Polaris Investment Advisors, LLC Portfolio Holdings

Polaris Investment Advisors, LLC

  • $138 Billion
  • Q4 2025

Polaris Investment Advisors, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $13.9B, Ishares S&P 500 Growth ETF with a value of $9.65B, Ishares S&P 500 Value ETF with a value of $9.54B, Blackrock ETF Tr U S Equity Fa with a value of $9.4B, and Ishares Core Total Usd Bond Ma with a value of $7.67B.

Examining the 13F form we can see an increase of $138B in the current position value.

Polaris Investment Advisors, LLC is based out at Framingham, MA

Below you can find more details about Polaris Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $138 Billion
ETFs: $113 Billion
Communication Services: $8.75 Billion
Technology: $3.58 Billion
Consumer Cyclical: $906 Million
Industrials: $717 Million
Financial Services: $707 Million
Consumer Defensive: $602 Million
Energy: $292 Million
Other: $237 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.9 Billion 10.02% of portfolio
20,244
Q4 2025 New
$0
$9.65 Billion 6.98% of portfolio
78,314
Q4 2025 New
$0
$9.54 Billion 6.89% of portfolio
44,962
Q4 2025 New
$0
$9.4 Billion 6.79% of portfolio
154,567
Q4 2025 New
$0
$7.67 Billion 5.54% of portfolio
164,815
Q4 2025 New
$0
$7.47 Billion 5.4% of portfolio
111,132
Q4 2025 New
$0
$6.94 Billion 5.02% of portfolio
20,239
Q4 2025 New
$0
$6.54 Billion 4.72% of portfolio
91,514
Q4 2025 New
$0
$4.02 Billion 2.9% of portfolio
20,219
Q4 2025 New
$0
$3.61 Billion 2.61% of portfolio
35,480
Q4 2025 New
$0
$3.18 Billion 2.3% of portfolio
12,717
Q4 2025 New
$0
$2.87 Billion 2.08% of portfolio
43,533
Q4 2025 New
$65.3B
$2.44 Billion 1.76% of portfolio
30,014
Q4 2025 New
$0
$2.43 Billion 1.76% of portfolio
22,726
Q4 2025 New
$0
$1.83 Billion 1.32% of portfolio
19,171
Q4 2025 New
$0
$1.79 Billion 1.3% of portfolio
35,854
Q4 2025 New
$0
$1.4 Billion 1.01% of portfolio
25,592
Q4 2025 New
$0
$1.37 Billion 0.99% of portfolio
9,521
Q4 2025 New
$0
$1.21 Billion 0.87% of portfolio
3,230
Q4 2025 New
$0
$1.03 Billion 0.74% of portfolio
20,490
Q4 2025 New
$0
$1.01 Billion 0.73% of portfolio
16,244
Q4 2025 New
$0
$920 Million 0.67% of portfolio
2,745
Q4 2025 New
$0
$891 Million 0.64% of portfolio
1,306
Q4 2025 New
$0
$764 Million 0.55% of portfolio
7,932
Q4 2025 New
$0
$694 Million 0.5% of portfolio
7,375
Q4 2025 New
$0
$620 Million 0.45% of portfolio
5,442
Q4 2025 New
$0
$531 Million 0.38% of portfolio
2,779
Q4 2025 New
$0
$494 Million 0.36% of portfolio
4,634
Q4 2025 New
$0
$484 Million 0.35% of portfolio
3,531
Q4 2025 New
$0
$477 Million 0.34% of portfolio
3,966
Q4 2025 New
$0
$460 Million 0.33% of portfolio
972
Q4 2025 New
$0
$432 Million 0.31% of portfolio
1,488
Q4 2025 New
$0
$429 Million 0.31% of portfolio
2,768
Q4 2025 New
$0
$420 Million 0.3% of portfolio
1,629
Q4 2025 New
$0
$401 Million 0.29% of portfolio
2,007
Q4 2025 New
$0
$400 Million 0.29% of portfolio
3,000
Q4 2025 New
$0
$391 Million 0.28% of portfolio
1,590
Q4 2025 New
$0
$392 Million 0.28% of portfolio
5,329
Q4 2025 New
$0
$372 Million 0.27% of portfolio
2,499
Q4 2025 New
$0
$309 Million 0.22% of portfolio
1,479
Q4 2025 New
$0
$293 Million 0.21% of portfolio
601
Q4 2025 New
$0
$286 Million 0.21% of portfolio
2,966
Q4 2025 New
$0
$280 Million 0.2% of portfolio
6,090
Q4 2025 New
$0
$275 Million 0.2% of portfolio
2,749
Q4 2025 New
$0
$269 Million 0.19% of portfolio
833
Q4 2025 New
$0
$242 Million 0.18% of portfolio
4,426
Q4 2025 New
$0
$234 Million 0.17% of portfolio
2,763
Q4 2025 New
$0
$223 Million 0.16% of portfolio
3,211
Q4 2025 New
$0
$202 Million 0.15% of portfolio
2,319
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $138 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 73 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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