David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q3 2013)

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 Sep 30, 2013. 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 Q3 2013, the filing reported:

New Buys - Abbott Laboratories, Automatic Data Processing, Inc., Meta Platforms, Inc.

Increases - eBay Inc., Mastercard Incorporated

Reductions - Apple Inc., Accenture plc, C.H. Robinson Worldwide, Inc., Fastenal Company, FactSet Research Systems Inc., and 9 more

Complete Exits - Intuitive Surgical, Inc., iShares Russell 1000 Growth ETF, Novo Nordisk A/S

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
Q3 2013	AAPL Apple Inc.	Apple Inc.	Sell	-20,710	-5.8%	$161.03K	337,758
Q3 2013	ABT Abbott Laboratories	Abbott Laboratories	Buy - Position Entry	+6,244,148	-	$207.24K	6,244,148
Q3 2013	ACN Accenture plc	Accenture plc	Sell	-190,904	-6.0%	$219.72K	2,983,765
Q3 2013	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy - Position Entry	+1,780,671	-	$128.88K	1,780,671
Q3 2013	CHRW C.H. Robinson Worldwide, Inc.	C.H. Robinson Worldwide, Inc.	Sell	-108,795	-5.8%	$105.06K	1,763,941
Q3 2013	EBAY eBay Inc.	eBay Inc.	Buy	+1,315,410	+42.1%	$247.69K	4,439,621
Q3 2013	FAST Fastenal Company	Fastenal Company	Sell	-93,561	-5.2%	$85.22K	1,695,843
Q3 2013	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-88,966	-5.8%	$156.28K	1,432,406
Q3 2013	GWW W.W. Grainger, Inc.	W.W. Grainger, Inc.	Sell	-34,947	-4.9%	$179.12K	684,442
Q3 2013	INTU Intuit Inc.	Intuit Inc.	Sell	-207,413	-5.6%	$234.02K	3,529,205
Q3 2013	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell - Position Exit	-311,340	-100.0%	$0.00	-
Q3 2013	IT Gartner, Inc.	Gartner, Inc.	Sell	-88,444	-5.2%	$96.57K	1,609,440
Q3 2013	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Sell - Position Exit	-70,367	-100.0%	$0.00	-
Q3 2013	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+136,253	+23778.9%	$92.05K	136,826
Q3 2013	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy - Position Entry	+2,404,382	-	$120.80K	2,404,382
Q3 2013	NKE Nike, Inc.	Nike, Inc.	Sell	-308,928	-5.8%	$365.60K	5,033,074
Q3 2013	NVO Novo Nordisk A/S	Novo Nordisk A/S	Sell - Position Exit	-2,258	-100.0%	$0.00	-
Q3 2013	ORCL Oracle Corporation	Oracle Corporation	Sell	-376,138	-5.8%	$201.83K	6,084,748
Q3 2013	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Sell	-280,006	-6.1%	$290.81K	4,317,176
Q3 2013	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-241,325	-6.4%	$272.16K	3,535,935
Q3 2013	TROW T. Rowe Price Group, Inc.	T. Rowe Price Group, Inc.	Sell	-251,859	-6.3%	$271.10K	3,768,936
Q3 2013	V Visa Inc.	Visa Inc.	Sell	-100,589	-5.8%	$312.97K	1,637,735