Polen Capital Management
As of Q2 2026, Polen Capital Management reported 219 long-equity positions worth $11.61B in aggregate.
Copy-investor backtest
- Latest quarter
- +3.05%
- 1-year
- -4.51%
- 3-year
- +27.82%
- 5-year
- +6.68%
- 3-year vs S&P 500
- -45.26%
- 5-year vs S&P 500
- -66.61%
- 5-year top 5
- +24.77%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 12 of 17 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | Apple Inc Common | 9.78% | Add +12.4% | 249,964 | $62.87M | $251.53 | No quote |
| 2 | VAR | Varian Medical Sys Common | 8.31% | Add +12.2% | 1,022,190 | $53.44M | No quote | No quote |
| 3 | MA | Mastercard Common | 7.64% | Add +12.0% | 246,132 | $49.11M | $199.53 | No quote |
| 4 | GOOGL | Google Common | 7.05% | Add +12.0% | 101,807 | $45.3M | $444.95 | No quote |
| 5 | AGN | Allergan Common | 6.98% | Add +12.2% | 770,620 | $44.9M | No quote | No quote |
| 6 | CSCO | Cisco Sys Inc Common | 6.39% | Add +11.8% | 1,926,913 | $41.06M | $21.31 | No quote |
| 7 | BCR | Bard (C.R) Common | 5.95% | Add +12.2% | 493,235 | $38.24M | No quote | No quote |
| 8 | CHRW | CH Robinson Inc Common | 5.93% | Add +12.9% | 684,528 | $38.1M | $55.66 | No quote |
| 9 | AMGN | Amgen Inc Common | 5.87% | Add +12.5% | 717,509 | $37.74M | $52.60 | No quote |
| 10 | QCOM | Qualcomm Inc Common | 5.76% | Add +14.8% | 1,128,115 | $37.05M | $32.84 | No quote |
| 11 | ACN | Accenture Ltd Common | 5.60% | Add +12.0% | 930,752 | $35.97M | $38.65 | No quote |
| 12 | ORCL | Oracle Corp Common | 5.25% | Add +12.0% | 1,573,233 | $33.76M | $21.46 | No quote |
| 13 | AMZN | Amazon.com Common | 5.21% | Add +12.3% | 306,495 | $33.49M | $109.26 | No quote |
| 14 | ABT | Abbott Labs Common | 5.06% | Add +12.0% | 694,860 | $32.51M | $46.78 | No quote |
| 15 | ACL | Alcon Inc Common | 4.76% | Add +11.2% | 206,605 | $30.62M | No quote | No quote |
| 16 | GILD | Gilead Inc Common | 4.46% | Add +11.5% | 836,048 | $28.66M | $34.28 | No quote |
| 17 | V | Visa Inc Common | - | Sold | 0 | $0 | No quote | No quote |