David M. Polen - Polen Capital Management Sector Allocation (Q1 2026)

As of Mar 31, 2026, the Polen Capital Management portfolio managed by David M. Polen was diversified across 12 sectors, according to the most recent SEC 13F filing dated May 14, 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 39.7% of total portfolio value, followed by Technology and Financial Services and Healthcare. Together, the top three sectors account for 71.3% 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.