David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q1 2014)

According to the SEC 13F filed on Aug 04, 2026, the Polen Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2014. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2014, the filing reported:

New Buys - None reported

Increases - Automatic Data Processing, Inc., Fastenal Company, W.W. Grainger, Inc., Mastercard Incorporated, Regeneron Pharmaceuticals, Inc., and 1 more

Reductions - Apple Inc., Abbott Laboratories, Accenture plc, eBay Inc., FactSet Research Systems Inc., and 9 more

Complete Exits - Meta Platforms, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2014	AAPL Apple Inc.	Apple Inc.	Sell	-4,336	-1.3%	$171.01K	318,618
Q1 2014	ABT Abbott Laboratories	Abbott Laboratories	Sell	-55,603	-0.7%	$292.17K	7,586,836
Q1 2014	ACN Accenture plc	Accenture plc	Sell	-30,866	-1.1%	$227.24K	2,850,507
Q1 2014	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+734,789	+42.8%	$189.39K	2,451,365
Q1 2014	EBAY eBay Inc.	eBay Inc.	Sell	-17,075	-0.4%	$234.00K	4,236,029
Q1 2014	FAST Fastenal Company	Fastenal Company	Buy	+1,477,084	+92.7%	$151.48K	3,071,286
Q1 2014	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-19,883	-1.4%	$146.73K	1,360,980
Q1 2014	GWW W.W. Grainger, Inc.	W.W. Grainger, Inc.	Buy	+1,971	+0.3%	$165.54K	655,199
Q1 2014	IT Gartner, Inc.	Gartner, Inc.	Sell	-17,674	-0.7%	$164.45K	2,368,206
Q1 2014	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Sell	-101,703	-94.6%	$504.00	5,821
Q1 2014	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+1,170,017	+890.2%	$97.22K	1,301,454
Q1 2014	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell - Position Exit	-2,302,109	-100.0%	$0.00	-
Q1 2014	NKE Nike, Inc.	Nike, Inc.	Sell	-50,874	-1.4%	$271.03K	3,669,535
Q1 2014	ORCL Oracle Corporation	Oracle Corporation	Sell	-64,756	-0.8%	$310.56K	7,591,331
Q1 2014	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Sell	-62,141	-1.5%	$324.57K	4,115,757
Q1 2014	REGN Regeneron Pharmaceuticals, Inc.	Regeneron Pharmaceuticals, Inc.	Buy	+217,412	+12416.4%	$65.81K	219,163
Q1 2014	SAP SAP SE	SAP SE	Sell	-335	-6.1%	$419.00	5,150
Q1 2014	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-46,476	-1.4%	$246.52K	3,359,443
Q1 2014	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+1,696,529	+117.3%	$190.64K	3,143,318
Q1 2014	TROW T. Rowe Price Group, Inc.	T. Rowe Price Group, Inc.	Sell	-40,581	-1.1%	$296.32K	3,598,292
Q1 2014	V Visa Inc.	Visa Inc.	Sell	-18,045	-1.1%	$335.67K	1,555,054