David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q4 2014)
As of Dec 31, 2014, 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 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
|