13F Portfolio · Q2 2026
Polen Capital
Polen Capital Management · 43% top-10 concentration
Growth
Top 3 holdings
| LLY | ELI LILLY & CO | 6.9% |
| NVDA | NVIDIA CORPORATION | 6.9% |
| MSFT | MICROSOFT CORP | 6.7% |
Closest replicating ETF:XLK · overlap 133.5 · 1 shared
| LLY | ELI LILLY & CO | 6.9% |
| NVDA | NVIDIA CORPORATION | 6.9% |
| MSFT | MICROSOFT CORP | 6.7% |