PG

Polen Growth Fund | POLRX

Mutual Fund
Polen Growth Fund
Last update 2025-06-27 25 Stocks (3 new)
Value $5.53 Bil Turnover 10 %
Countries:
Top Holdings: AMZN(8.87%)MSFT(7.57%)V(6.74%)ORCL(5.90%)LLY(5.66%)
Summary Stock Picks Current Portfolio
Polen Growth Fund Top Holdings of 2025-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMZN
Amazon.com Inc
2,659,288
490,425.9
-24.42%
8.870
-3.15%
0.030
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
MSFT
Microsoft Corp
1,058,339
418,319.1
-6.47%
7.570
-0.47%
0.010
+32.15%
+21.67%
3,797,138.0
Software
V
Visa Inc
1,077,640
372,324.6
-6.51%
6.740
-0.40%
0.060
+5.61%
+12.38%
691,480.5
Credit Services
ORCL
Oracle Corp
2,315,689
325,863.8
+14.18%
5.900
+0.73%
0.080
+76.97%
+46.92%
682,068.9
Software
LLY
Eli Lilly and Co
347,917
312,760.0
-7.10%
5.660
-0.33%
0.040
-6.12%
+4.72%
723,063.2
Drug Manufacturers
MA
Mastercard Inc
569,848
312,310.9
-7.14%
5.650
-0.38%
0.060
+5.38%
+7.49%
511,704.3
Credit Services
ABT
Abbott Laboratories
2,018,592
263,930.9
-7.16%
4.770
-0.31%
0.120
-2.45%
+12.68%
218,593.1
Medical Devices & Instruments
SHOP
Shopify Inc
2,699,232
256,427.0
-7.22%
4.640
-0.38%
0.210
+28.34%
+14.81%
158,810.9
Software
ZTS
Zoetis Inc
1,624,296
254,039.9
-7.14%
4.600
-0.33%
0.360
+0.68%
-5.29%
68,036.7
Drug Manufacturers
NOW
ServiceNow Inc
239,025
228,271.3
+30.21%
4.130
+0.96%
0.120
+6.14%
-6.03%
206,726.3
Software

Polen Growth Fund's Historical Top Holdings Breakdowns

Polen Growth Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-04-30
Sold Out
Sold Out
-4.39%
●
172.42 ($220.47) 247.1
$213.76
-3.04%
Sold Out
0
-1,205,836
AMZN
Amazon.com Inc
2025-04-30
Reduce
Reduce
-3.15%
●
167.32 ($201.66) 242.06
$232.23
15.16%
Reduce -24.42%
2,659,288
-859,273
AON
Aon PLC
2025-04-30
New Buy
New Buy
+2.98%
●
335.85 ($385.2) 409.32
$356.61
-7.42%
New holding
464,421
464,421
SBUX
Starbucks Corp
2025-04-30
New Buy
New Buy
+2.75%
●
79.69 ($99.14) 115.81
$93.70
-5.49%
New holding
1,898,868
1,898,868
GOOG
Alphabet Inc
2025-04-30
Reduce
Reduce
-2.40%
●
146.58 ($170.12) 207.71
$193.20
13.57%
Reduce -35.39%
1,378,866
-755,296
IDXX
IDEXX Laboratories Inc
2025-04-30
New Buy
New Buy
+2.18%
●
361.04 ($429.26) 469.04
$549.97
28.12%
New holding
278,321
278,321
NOW
ServiceNow Inc
2025-04-30
Add
Add
+0.96%
●
721.65 ($879.71) 1027.06
$996.18
13.24%
Add 30.21%
239,025
55,458
ORCL
Oracle Corp
2025-04-30
Add
Add
+0.73%
●
122.82 ($152.2) 181.52
$242.83
59.55%
Add 14.18%
2,315,689
287,642
MSFT
Microsoft Corp
2025-04-30
Reduce
Reduce
-0.47%
●
354.56 ($391.17) 416.13
$510.88
30.60%
Reduce -6.47%
1,058,339
-73,200
V
Visa Inc
2025-04-30
Reduce
Reduce
-0.40%
●
308.27 ($341.54) 362.71
$353.97
3.64%
Reduce -6.51%
1,077,640
-75,000

Polen Growth Fund Total Holding History ($B)

To

Polen Growth Fund's Asset Allocation

To

Polen Growth Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Polen Growth Fund's Hypothetical Growth since 2025-04-30

Polen Growth Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Polen Growth Fund's Holdings Heat Map

Size field:

Polen Growth Fund's Holdings Bubble Chart

Polen Growth Fund News

  • 1

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