David M. Polen - Polen Capital Management Portfolio Allocation (Dec 31, 2025)
As of Dec 31, 2025, the Polen Capital Management portfolio managed by David M. Polen was diversified across 12 sectors, according to the most recent SEC 13F filing dated Feb 12, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Technology sector represents the largest share at 42.6% of total portfolio value, followed by Technology and Healthcare and Financial Services. Together, the top three sectors account for 76.5% of the portfolio, reflecting David M. Polen's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) |
|---|---|
| Technology | 42.59% |
| Healthcare | 17.42% |
| Financial Services | 16.42% |
| Consumer Cyclical | 13.26% |
| Communication Services | 5.53% |
| ETF | 2.88% |
| Real Estate | 1.41% |
| Industrials | 0.28% |
| Basic Materials | 0.03% |
| Energy | 0.01% |
| Utilities | 0.00% |
| Consumer Defensive | 0.00% |