13F Portfolio · Q1 2026
Polen Capital
Polen Capital Management · 43% top-10 concentration
Growth
Top 3 holdings
| MSFT | MICROSOFT CORP | 7.3% |
| GOOG | ALPHABET INC | 5.8% |
| BN | BROADCOM INC | 5.8% |
Closest replicating ETF:XLK · overlap 133.5 · 1 shared
| MSFT | MICROSOFT CORP | 7.3% |
| GOOG | ALPHABET INC | 5.8% |
| BN | BROADCOM INC | 5.8% |