David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q4 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 Dec 31, 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 Q4 2014, the filing reported:
New Buys - None reported
Increases - iShares Russell 1000 Growth ETF
Reductions - Apple Inc., Abbott Laboratories, Accenture plc, Automatic Data Processing, Inc., Fastenal Company, and 12 more
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q4 2014
|
AAPL
Apple Inc.
|
Sell |
-30,727
|
|
Q4 2014
|
ABT
Abbott Laboratories
|
Sell |
-150,980
|
|
Q4 2014
|
ACN
Accenture plc
|
Sell |
-52,875
|
|
Q4 2014
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-28,751
|
|
Q4 2014
|
FAST
Fastenal Company
|
Sell |
-121,885
|
|
Q4 2014
|
FDS
FactSet Research Systems Inc.
|
Sell |
-26,326
|
|
Q4 2014
|
GWW
W.W. Grainger, Inc.
|
Sell |
-21,290
|
|
Q4 2014
|
IT
Gartner, Inc.
|
Sell |
-52,764
|
|
Q4 2014
|
IWF
iShares Russell 1000 Growth ETF
|
Buy |
+73,852
|
|
Q4 2014
|
MA
Mastercard Incorporated
|
Sell |
-22,182
|
|
Q4 2014
|
NKE
Nike, Inc.
|
Sell |
-68,212
|
|
Q4 2014
|
NSRGY
Nestle S.A.
|
Sell |
-158,219
|
|
Q4 2014
|
ORCL
Oracle Corporation
|
Sell |
-138,791
|
|
Q4 2014
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-18,685
|
|
Q4 2014
|
REGN
Regeneron Pharmaceuticals, Inc.
|
Sell |
-9,609
|
|
Q4 2014
|
SBUX
Starbucks Corporation
|
Sell |
-60,865
|
|
Q4 2014
|
TJX
TJX Companies, Inc. (The)
|
Sell |
-54,677
|
|
Q4 2014
|
V
Visa Inc.
|
Sell |
-29,237
|