N-PORT filing recap · April 2026
What did Polen Growth Fund buy in April 2026?
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
$2.13B
Positions
26
Estimated turnover
65.3%
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 Vanguard Scottsdale Funds, Lam Research, Meta Platforms, and Rollins, while exiting Adobe, Boston Scientific, Costar Group, Intuit, and Paycom Software. The fund substantially trimmed Microsoft, Alphabet, Amazon, Oracle, Eli Lilly, Visa, Mastercard, Msci, Zoetis, Synopsys, Idexx Laboratories, and Accenture. It also moderately reduced Broadcom, Nvidia, Shopify, Starbucks, Aon, Airbnb, Intuitive Surgical, and Uber Technologies. Servicenow was slightly increased, and Vanguard Index Funds was dramatically increased.