David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q1 2015)

As of Mar 31, 2015, the Polen Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2026. 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 2015, the filing reported:

New Buys - Adobe Inc., Baidu, Inc.

Increases - Apple Inc., Abbott Laboratories, Accenture plc, Automatic Data Processing, Inc., Fastenal Company, and 11 more

Reductions - FactSet Research Systems Inc., iShares Russell 1000 Growth ETF

Complete Exits - None reported

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 2015	AAPL Apple Inc.	Apple Inc.	Buy	+82,186	+4.1%	$261.15K	2,098,784
Q1 2015	ABT Abbott Laboratories	Abbott Laboratories	Buy	+303,121	+4.4%	$331.44K	7,153,966
Q1 2015	ACN Accenture plc	Accenture plc	Buy	+109,185	+4.2%	$251.52K	2,684,580
Q1 2015	ADBE Adobe Inc.	Adobe Inc.	Buy - Position Entry	+1,370,181	-	$101.31K	1,370,181
Q1 2015	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+101,544	+4.5%	$201.15K	2,348,827
Q1 2015	BIDU Baidu, Inc.	Baidu, Inc.	Buy - Position Entry	+1,002	-	$209.00	1,002
Q1 2015	FAST Fastenal Company	Fastenal Company	Buy	+2,393,551	+88.3%	$211.58K	5,105,640
Q1 2015	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-525,556	-42.9%	$111.21K	698,664
Q1 2015	GWW W.W. Grainger, Inc.	W.W. Grainger, Inc.	Buy	+34,787	+6.0%	$145.77K	618,349
Q1 2015	IT Gartner, Inc.	Gartner, Inc.	Buy	+90,534	+4.2%	$186.51K	2,224,306
Q1 2015	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Sell	-28,208	-31.5%	$6.07K	61,386
Q1 2015	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+57,306	+4.9%	$106.77K	1,235,852
Q1 2015	NKE Nike, Inc.	Nike, Inc.	Buy	+143,945	+4.3%	$347.25K	3,461,069
Q1 2015	NSRGY Nestle S.A.	Nestle S.A.	Buy	+220,807	+9.3%	$194.28K	2,582,786
Q1 2015	ORCL Oracle Corporation	Oracle Corporation	Buy	+298,861	+4.4%	$308.28K	7,144,395
Q1 2015	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Buy	+39,415	+4.5%	$196.47K	908,584
Q1 2015	REGN Regeneron Pharmaceuticals, Inc.	Regeneron Pharmaceuticals, Inc.	Buy	+24,572	+4.5%	$255.93K	566,865
Q1 2015	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+181,090	+6.0%	$304.48K	3,215,212
Q1 2015	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+183,894	+4.8%	$281.20K	4,014,346
Q1 2015	V Visa Inc.	Visa Inc.	Buy	+4,453,243	+317.3%	$383.08K	5,856,593