All Investors

Polen Capital Management

CIK: 0001954929 · Filing period: 2026-03-31
1.3×
Trust Weight
83
Positions
5
In our model
11
New
14
Increasing
18
Decreasing
40
Unchanged
In Our Model Portfolio
These holdings also appear in the Bogen Capital model
MSFT 3.5% AMZN 1.8% GOOGL 1.2% UBER 0.8% AXP 0.1%
Top 10 positions (% of portfolio)
Sector breakdown
All Holdings
83 positions, sorted by portfolio weight
← swipe to see all columns
# Company Ticker Sector % of Portfolio Activity Change
1 NVIDIA CORPORATION NVDA Technology 45.8% — Unchanged —
2 ADVANCED MICRO DEVICES INC AMD Technology 10.3% — Unchanged +1%
3 MICROSOFT CORP MSFT Technology 3.5% ▲ Increasing +3%
4 STATE STR SPDR S&P 500 ETF T — ETF 3.0% ▲ Increasing +562%
5 ISHARES TR — Other 2.2% ● New NEW
6 ISHARES TR — Other 2.0% — Unchanged +2%
7 AMAZON COM INC AMZN Technology 1.8% — Unchanged +1%
8 QUALCOMM INC QCOM Other 1.8% ▼ Decreasing -3%
9 MARVELL TECHNOLOGY INC MRVL Other 1.7% ▲ Increasing +5%
10 VANGUARD INDEX FDS — Other 1.7% ● New NEW
11 DBX ETF TR — Other 1.6% ▲ Increasing +72%
12 APPLE INC AAPL Technology 1.3% — Unchanged -2%
13 ALPHABET INC GOOGL Technology 1.2% ▼ Decreasing -4%
14 ISHARES TR — Other 1.2% — Unchanged —
15 BERKSHIRE HATHAWAY INC DEL BRK-B Other 1.0% ▲ Increasing +4%
16 GOLDMAN SACHS ETF TR — Other 1.0% ▲ Increasing +961%
17 VANGUARD TAX-MANAGED FDS — Other 0.9% ● New NEW
18 UBER TECHNOLOGIES INC UBER Consumer 0.8% ▲ Increasing +5%
19 OPORTUN FINL CORP — Other 0.8% — Unchanged —
20 WALMART INC WMT Other 0.8% ▼ Decreasing -8%
21 SPDR GOLD TR — Other 0.7% ▼ Decreasing -21%
22 ALPHABET INC GOOG Technology 0.6% — Unchanged -2%
23 ISHARES TR — Other 0.6% — Unchanged -1%
24 VALERO ENERGY CORP — Other 0.6% — Unchanged —
25 TAIWAN SEMICONDUCTOR MANUFAC TSM Technology 0.5% — Unchanged —
26 VANGUARD INDEX FDS — Other 0.5% ● New NEW
27 ISHARES TR — Other 0.5% ▲ Increasing +31%
28 ISHARES TR — Other 0.5% — Unchanged —
29 EXXON MOBIL CORP XOM Other 0.5% ▼ Decreasing -6%
30 JPMORGAN CHASE & CO JPM Financials 0.5% — Unchanged —
31 INVESCO QQQ TR — Other 0.4% ▼ Decreasing -3%
32 ISHARES TR — Other 0.4% ▼ Decreasing -4%
33 MASTERCARD INCORPORATED MA Technology 0.4% — Unchanged —
34 PIMCO ETF TR — Other 0.3% ▼ Decreasing -4%
35 BROADCOM INC AVGO Technology 0.3% ▼ Decreasing -4%
36 ISHARES TR — Other 0.3% — Unchanged —
37 JOHNSON & JOHNSON JNJ Other 0.3% ▼ Decreasing -4%
38 VANGUARD SCOTTSDALE FDS — Other 0.3% — Unchanged —
39 ISHARES TR — Other 0.3% — Unchanged —
40 ISHARES TR — Other 0.3% — Unchanged —
41 MERCK & CO INC MRK Other 0.3% — Unchanged —
42 REALTY INCOME CORP — Other 0.3% — Unchanged —
43 SPDR SERIES TRUST — Other 0.3% — Unchanged +1%
44 VANGUARD WHITEHALL FDS — Other 0.3% — Unchanged —
45 ENTERPRISE PRODS PARTNERS L — Other 0.2% — Unchanged —
46 VANGUARD WHITEHALL FDS — Other 0.2% — Unchanged —
47 META PLATFORMS INC META Technology 0.2% ▲ Increasing +10%
48 ABBVIE INC ABBV Other 0.2% — Unchanged —
49 ISHARES TR — Other 0.2% — Unchanged —
50 PIMCO ETF TR — Other 0.2% ▲ Increasing +54%
… and 33 more positions
#1 NVIDIA CORPORATION 45.8%
NVDA · Technology — Unchanged
#2 ADVANCED MICRO DEVICES INC 10.3%
AMD · Technology — Unchanged
#3 MICROSOFT CORP 3.5%
MSFT · Technology ▲ Increasing +3%
#4 STATE STR SPDR S&P 500 ETF T 3.0%
ETF ▲ Increasing +562%
#5 ISHARES TR 2.2%
Other ● New
#6 ISHARES TR 2.0%
Other — Unchanged
#7 AMAZON COM INC 1.8%
AMZN · Technology — Unchanged
#8 QUALCOMM INC 1.8%
QCOM · Other ▼ Decreasing -3%
#9 MARVELL TECHNOLOGY INC 1.7%
MRVL · Other ▲ Increasing +5%
#10 VANGUARD INDEX FDS 1.7%
Other ● New
#11 DBX ETF TR 1.6%
Other ▲ Increasing +72%
#12 APPLE INC 1.3%
AAPL · Technology — Unchanged
#13 ALPHABET INC 1.2%
GOOGL · Technology ▼ Decreasing -4%
#14 ISHARES TR 1.2%
Other — Unchanged
#15 BERKSHIRE HATHAWAY INC DEL 1.0%
BRK-B · Other ▲ Increasing +4%
#16 GOLDMAN SACHS ETF TR 1.0%
Other ▲ Increasing +961%
#17 VANGUARD TAX-MANAGED FDS 0.9%
Other ● New
#18 UBER TECHNOLOGIES INC 0.8%
UBER · Consumer ▲ Increasing +5%
#19 OPORTUN FINL CORP 0.8%
Other — Unchanged
#20 WALMART INC 0.8%
WMT · Other ▼ Decreasing -8%
#21 SPDR GOLD TR 0.7%
Other ▼ Decreasing -21%
#22 ALPHABET INC 0.6%
GOOG · Technology — Unchanged
#23 ISHARES TR 0.6%
Other — Unchanged
#24 VALERO ENERGY CORP 0.6%
Other — Unchanged
#25 TAIWAN SEMICONDUCTOR MANUFAC 0.5%
TSM · Technology — Unchanged
#26 VANGUARD INDEX FDS 0.5%
Other ● New
#27 ISHARES TR 0.5%
Other ▲ Increasing +31%
#28 ISHARES TR 0.5%
Other — Unchanged
#29 EXXON MOBIL CORP 0.5%
XOM · Other ▼ Decreasing -6%
#30 JPMORGAN CHASE & CO 0.5%
JPM · Financials — Unchanged
#31 INVESCO QQQ TR 0.4%
Other ▼ Decreasing -3%
#32 ISHARES TR 0.4%
Other ▼ Decreasing -4%
#33 MASTERCARD INCORPORATED 0.4%
MA · Technology — Unchanged
#34 PIMCO ETF TR 0.3%
Other ▼ Decreasing -4%
#35 BROADCOM INC 0.3%
AVGO · Technology ▼ Decreasing -4%
#36 ISHARES TR 0.3%
Other — Unchanged
#37 JOHNSON & JOHNSON 0.3%
JNJ · Other ▼ Decreasing -4%
#38 VANGUARD SCOTTSDALE FDS 0.3%
Other — Unchanged
#39 ISHARES TR 0.3%
Other — Unchanged
#40 ISHARES TR 0.3%
Other — Unchanged
#41 MERCK & CO INC 0.3%
MRK · Other — Unchanged
#42 REALTY INCOME CORP 0.3%
Other — Unchanged
#43 SPDR SERIES TRUST 0.3%
Other — Unchanged
#44 VANGUARD WHITEHALL FDS 0.3%
Other — Unchanged
#45 ENTERPRISE PRODS PARTNERS L 0.2%
Other — Unchanged
#46 VANGUARD WHITEHALL FDS 0.2%
Other — Unchanged
#47 META PLATFORMS INC 0.2%
META · Technology ▲ Increasing +10%
#48 ABBVIE INC 0.2%
ABBV · Other — Unchanged
#49 ISHARES TR 0.2%
Other — Unchanged
#50 PIMCO ETF TR 0.2%
Other ▲ Increasing +54%
… and 33 more positions
⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for Polen Capital Management, delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.

Get the Weekly Update

Every Sunday, we'll send you what Buffett, Dalio, Ackman and 47 other legendary investors are buying — free, straight from their SEC filings.
Free forever · No spam · Unsubscribe anytime
© 2026 Bogen Capital  ·  Not financial advice  ·  Data delayed up to 135 days Methodology  ·  Contact  ·  API