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 22 of 26 rows. Rows without a quote are marked unavailable.
| 1 | AGN | Allergan Inc | 9.32% | Reduce -4.8% | 2,521,174 | $426.63M | No quote | No quote |
| 2 | V | Visa Inc | 6.80% | Reduce -4.9% | 1,479,020 | $311.64M | $210.71 | No quote |
| 3 | QCOM | Qualcomm Inc | 6.76% | Reduce -5.0% | 3,909,900 | $309.66M | $79.20 | No quote |
| 4 | ABT | Abbott Labs | 6.44% | Reduce -5.0% | 7,209,397 | $294.86M | $40.90 | No quote |
| 5 | ORCL | Oracle Corp | 6.39% | Reduce -4.9% | 7,216,244 | $292.47M | $40.53 | No quote |
| 6 | NKE | Nike Inc | 5.91% | Reduce -4.9% | 3,490,821 | $270.71M | $77.55 | No quote |
| 7 | SBUX | Starbucks Corp | 5.40% | Reduce -4.9% | 3,193,453 | $247.11M | $77.38 | No quote |
| 8 | ACN | Accenture Plc Ireland | 4.78% | Reduce -4.9% | 2,710,303 | $219.1M | $80.84 | No quote |
| 9 | GOOGL | Google Inc | 4.48% | Reduce -5.2% | 350,817 | $205.11M | $584.67 | No quote |
| 10 | GOOG | Google Inc | 4.45% | New | 354,040 | $203.67M | $575.28 | No quote |
| 11 | NSRGY | Nestle S.A. Adr | 4.42% | New | 2,604,908 | $202.32M | $77.67 | No quote |
| 12 | AAPL | Apple Inc | 4.30% | Add +565.4% | 2,119,952 | $197.01M | $92.93 | No quote |
| 13 | TROW | Price T Rowe Group Inc | 4.13% | Reduce -37.7% | 2,243,095 | $189.34M | $84.41 | No quote |
| 14 | ADP | Automatic Data Processing Inc | 4.06% | Reduce -4.3% | 2,346,645 | $186.04M | $79.28 | No quote |
| 15 | GWW | Grainger W W Inc | 3.47% | Reduce -4.6% | 624,805 | $158.87M | $254.27 | No quote |
| 16 | IT | Gartner Inc | 3.47% | Reduce -4.9% | 2,252,810 | $158.87M | $70.52 | No quote |
| 17 | TJX | Tjx Cos Inc New | 3.46% | Reduce -5.2% | 2,981,132 | $158.45M | $53.15 | No quote |
| 18 | FDS | Factset Resh Sys Inc | 3.39% | Reduce -5.2% | 1,290,711 | $155.25M | $120.28 | No quote |
| 19 | FAST | Fastenal Co | 3.16% | Reduce -4.7% | 2,926,668 | $144.84M | $49.49 | No quote |
| 20 | PCLN | Priceline Grp Inc | 2.09% | New | 79,437 | $95.56M | No quote | No quote |
| 21 | MA | Mastercard Inc | 1.99% | Reduce -4.8% | 1,239,255 | $91.05M | $73.47 | No quote |
| 22 | REGN | Regeneron Pharmaceuticals | 1.29% | Reduce -4.8% | 208,590 | $58.92M | $282.47 | No quote |
| 23 | IWF | Ishares | 0.03% | Add +132.9% | 13,557 | $1.23M | $90.95 | No quote |
| 24 | SWI | Solarwinds Inc | 0.01% | Reduce -4.8% | 13,770 | $532K | No quote | No quote |
| 25 | SAP | Sap Ag | 0.01% | - | 5,150 | $397K | $77.09 | No quote |
| 26 | EBAY | Ebay Inc | - | Sold | 0 | $0 | No quote | No quote |