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 13 of 19 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | Apple Inc Common | 9.28% | Add +18.1% | 295,257 | $83.78M | $283.75 | No quote |
| 2 | VAR | Varian Medical Sys Common | 8.10% | Add +18.3% | 1,208,903 | $73.14M | No quote | No quote |
| 3 | MA | Mastercard Common | 7.22% | Add +18.3% | 291,067 | $65.2M | $224.00 | No quote |
| 4 | GOOGL | Google Common | 7.01% | Add +18.3% | 120,422 | $63.32M | $525.79 | No quote |
| 5 | AGN | Allergan Common | 6.73% | Add +18.5% | 913,114 | $60.75M | No quote | No quote |
| 6 | QCOM | Qualcomm Inc Common | 6.73% | Add +19.4% | 1,346,356 | $60.75M | $45.12 | No quote |
| 7 | ORCL | Oracle Corp Common | 6.46% | Add +38.0% | 2,171,866 | $58.32M | $26.85 | No quote |
| 8 | CHRW | CH Robinson Inc Common | 6.26% | Add +18.1% | 808,079 | $56.5M | $69.92 | No quote |
| 9 | AMZN | Amazon.com Common | 6.11% | Add +14.6% | 351,218 | $55.16M | $157.06 | No quote |
| 10 | CSCO | Cisco Sys Inc Common | 5.52% | Add +18.1% | 2,275,765 | $49.84M | $21.90 | No quote |
| 11 | BCR | Bard (C.R) Common | 5.27% | Add +18.5% | 584,621 | $47.61M | No quote | No quote |
| 12 | MSFT | Microsoft Corp Common | 5.27% | New | 1,942,122 | $47.56M | $24.49 | No quote |
| 13 | AMGN | Amgen Inc Common | 5.20% | Add +18.7% | 851,958 | $46.95M | $55.11 | No quote |
| 14 | ACN | Accenture Ltd Common | 5.19% | Add +18.4% | 1,101,892 | $46.82M | $42.49 | No quote |
| 15 | ABT | Abbott Labs Common | 4.76% | Add +18.4% | 822,461 | $42.97M | $52.24 | No quote |
| 16 | SBUX | Starbucks Corp Common | 2.72% | New | 958,139 | $24.51M | $25.58 | No quote |
| 17 | COH | Coach Inc Common | 2.16% | New | 454,787 | $19.54M | No quote | No quote |
| 19 | GILD | Gilead Inc Common | - | Sold | 0 | $0 | No quote | No quote |
| 18 | ACL | Alcon Inc Common | - | Sold | 0 | $0 | No quote | No quote |