David M. Polen - Polen Capital Management Sector Allocation (Q2 2026)

According to the SEC 13F filed on Aug 04, 2026, the Polen Capital Management portfolio managed by David M. Polen was diversified across 12 sectors as of quarter-end Jun 30, 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 37.3% of total portfolio value, followed by Technology and Financial Services and Consumer Cyclical. Together, the top three sectors account for 63.9% 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.