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Michael Gore

Polaris Investment Advisors, Llc

Assets Managed
$156.122M
Holdings
78
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
13.84%(2Q avg: 6.48%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Polaris Investment Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Polaris Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 156.122M in assets, with a quarterly growth rate of 13.84% and a 2-quarter average growth rate of 6.48%. The portfolio is managed by Michael Gore, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 38.79%
15.38%
$24.001M
32,049 shares@ $748.9 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -4.44%
6.98%
$10.896M
79,223 shares@ $137.53 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 21.3%
6.28%
$9.802M
212,398 shares@ $46.15 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -8.44%
6%
$9.366M
137,720 shares@ $68.01 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -17.09%
5.5%
$8.577M
37,775 shares@ $227.06 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -23.27%
4.52%
$7.042M
85,002 shares@ $82.84 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.1%
4.18%
$6.518M
18,239 shares@ $357.37 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Decreased -13.71%
3.17%
$4.947M
93,827 shares@ $52.72 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Increased 88.29%
3.03%
$4.729M
38,006 shares@ $124.43 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Decreased -33.93%
3.03%
$4.722M
61,689 shares@ $76.56 avg price

1-10 of 78