David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q2 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 Jun 30, 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 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