David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q4 2013)

As of Dec 31, 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 Q4 2013, the filing reported:

New Buys - iShares Russell 1000 Growth ETF, TJX Companies, Inc. (The)

Increases - Abbott Laboratories, Gartner, Inc., Oracle Corporation

Reductions - Apple Inc., Accenture plc, Automatic Data Processing, Inc., eBay Inc., Fastenal Company, and 9 more

Complete Exits - C.H. Robinson Worldwide, Inc., Intuit 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
Q4 2013	AAPL Apple Inc.	Apple Inc.	Sell	-14,804	-4.4%	$181.21K	322,954
Q4 2013	ABT Abbott Laboratories	Abbott Laboratories	Buy	+1,398,291	+22.4%	$292.94K	7,642,439
Q4 2013	ACN Accenture plc	Accenture plc	Sell	-102,392	-3.4%	$236.91K	2,881,373
Q4 2013	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-64,095	-3.6%	$138.72K	1,716,576
Q4 2013	CHRW C.H. Robinson Worldwide, Inc.	C.H. Robinson Worldwide, Inc.	Sell - Position Exit	-1,763,941	-100.0%	$0.00	-
Q4 2013	EBAY eBay Inc.	eBay Inc.	Sell	-186,517	-4.2%	$233.45K	4,253,104
Q4 2013	FAST Fastenal Company	Fastenal Company	Sell	-101,641	-6.0%	$75.74K	1,594,202
Q4 2013	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-51,543	-3.6%	$149.93K	1,380,863
Q4 2013	GWW W.W. Grainger, Inc.	W.W. Grainger, Inc.	Sell	-31,214	-4.6%	$166.85K	653,228
Q4 2013	INTU Intuit Inc.	Intuit Inc.	Sell - Position Exit	-3,529,205	-100.0%	$0.00	-
Q4 2013	IT Gartner, Inc.	Gartner, Inc.	Buy	+776,440	+48.2%	$169.52K	2,385,880
Q4 2013	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Buy - Position Entry	+107,524	-	$9.24K	107,524
Q4 2013	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-5,389	-3.9%	$109.81K	131,437
Q4 2013	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-102,273	-4.3%	$125.83K	2,302,109
Q4 2013	NKE Nike, Inc.	Nike, Inc.	Sell	-1,312,665	-26.1%	$292.57K	3,720,409
Q4 2013	ORCL Oracle Corporation	Oracle Corporation	Buy	+1,571,339	+25.8%	$292.92K	7,656,087
Q4 2013	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Sell	-139,278	-3.2%	$310.21K	4,177,898
Q4 2013	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-130,016	-3.7%	$266.99K	3,405,919
Q4 2013	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy - Position Entry	+1,446,789	-	$92.20K	1,446,789
Q4 2013	TROW T. Rowe Price Group, Inc.	T. Rowe Price Group, Inc.	Sell	-130,063	-3.5%	$304.83K	3,638,873
Q4 2013	V Visa Inc.	Visa Inc.	Sell	-64,636	-3.9%	$350.30K	1,573,099