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

As of Sep 30, 2013, 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 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