N-PORT filing recap · July 2025
What did Polen Growth Fund buy in July 2025?
Reported stock-position changes between this filing and the previous one. These are Polen Growth Fund's own holdings, not the firm's.
Stock value
$5.73B
Positions
25
Estimated turnover
18.0%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Period in review
Polen Growth Fund opened new positions in Intuit and Boston Scientific, while exiting Gartner and UnitedHealth Group entirely. The fund also substantially trimmed Netflix and Thermo Fisher Scientific, and added to Adobe. Elsewhere, it made slight reductions across a broad set of holdings including Amazon, Oracle, Microsoft, Visa, Shopify, Mastercard, Alphabet, Eli Lilly, Abbott Laboratories, Zoetis, ServiceNow, MSCI, Airbnb, Starbucks, Aon, Workday, Accenture, Idexx Laboratories, CoStar, and Paycom.