David M. Polen Portfolio Analysis: Top Holdings and Concentration

An analysis of David M. Polen's portfolio as of March 31, 2026, highlighting major holdings and concentration in key sectors.

By AI Generated.May 15, 2026, 7:59 PM

MSFT

Polen Capital Management

David M. Polen Portfolio Analysis: Top Holdings and Concentration

As of March 31, 2026, David M. Polen's portfolio managed by Polen Capital Management reflects significant concentration in several key sectors, with Technology and Consumer Cyclical stocks forming a substantial part of the holdings.

Microsoft Corporation (MSFT) stands as the largest holding, representing approximately 7.29% of the total portfolio value. Polen's stake in Microsoft saw a reduction of 27.21% in shares compared to the previous period.

Alphabet Inc. (GOOG) is the second-largest position, accounting for 5.85% of the portfolio. The holdings experienced a 26.67% decrease in shares.

Eli Lilly & Co. (LLY) holds the third position with a 5.82% allocation. Shares of this pharmaceutical company decreased by 26.61%.

Broadcom Inc. (AVGO) follows with a 5.78% allocation. Polen's investment in AVGO saw a 23.62% reduction in shares.

Amazon.com Inc. (AMZN) is the fifth-largest holding at 5.61% of the portfolio. This position saw the most significant reduction, with a 54.97% decrease in shares.

Other notable positions include Mastercard Incorporated (MA) at 5.33%, ServiceNow Inc. (NOW) at 5.26%, Shopify Inc. (SHOP) at 5.17%, Visa Inc. (V) at 5.11%, and Oracle Corporation (ORCL) also at 5.11%.