David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q2 2014)

As of Jun 30, 2014, 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 Q2 2014, the filing reported:

New Buys - Nestle S.A.

Increases - Apple Inc., iShares Russell 1000 Growth ETF

Reductions - Abbott Laboratories, Accenture plc, Automatic Data Processing, Inc., Fastenal Company, FactSet Research Systems Inc., and 11 more

Complete Exits - eBay 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
Q2 2014	AAPL Apple Inc.	Apple Inc.	Buy	+1,801,334	+565.4%	$197.01K	2,119,952
Q2 2014	ABT Abbott Laboratories	Abbott Laboratories	Sell	-377,439	-5.0%	$294.86K	7,209,397
Q2 2014	ACN Accenture plc	Accenture plc	Sell	-140,204	-4.9%	$219.10K	2,710,303
Q2 2014	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-104,720	-4.3%	$186.04K	2,346,645
Q2 2014	EBAY eBay Inc.	eBay Inc.	Sell - Position Exit	-4,236,029	-100.0%	$0.00	-
Q2 2014	FAST Fastenal Company	Fastenal Company	Sell	-144,618	-4.7%	$144.84K	2,926,668
Q2 2014	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-70,269	-5.2%	$155.25K	1,290,711
Q2 2014	GWW W.W. Grainger, Inc.	W.W. Grainger, Inc.	Sell	-30,394	-4.6%	$158.87K	624,805
Q2 2014	IT Gartner, Inc.	Gartner, Inc.	Sell	-115,396	-4.9%	$158.87K	2,252,810
Q2 2014	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Buy	+7,736	+132.9%	$1.23K	13,557
Q2 2014	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-62,199	-4.8%	$91.05K	1,239,255
Q2 2014	NKE Nike, Inc.	Nike, Inc.	Sell	-178,714	-4.9%	$270.71K	3,490,821
Q2 2014	NSRGY Nestle S.A.	Nestle S.A.	Buy - Position Entry	+2,604,908	-	$202.32K	2,604,908
Q2 2014	ORCL Oracle Corporation	Oracle Corporation	Sell	-375,087	-4.9%	$292.47K	7,216,244
Q2 2014	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Sell	-205,857	-5.0%	$309.66K	3,909,900
Q2 2014	REGN Regeneron Pharmaceuticals, Inc.	Regeneron Pharmaceuticals, Inc.	Sell	-10,573	-4.8%	$58.92K	208,590
Q2 2014	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-165,990	-4.9%	$247.11K	3,193,453
Q2 2014	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-162,186	-5.2%	$158.45K	2,981,132
Q2 2014	TROW T. Rowe Price Group, Inc.	T. Rowe Price Group, Inc.	Sell	-1,355,197	-37.7%	$189.34K	2,243,095
Q2 2014	V Visa Inc.	Visa Inc.	Sell	-76,034	-4.9%	$311.64K	1,479,020