David M. Polen - Polen Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 12, 2025 | |
| Total Stocks | 117 | |
| Portfolio Value | $31.85B |
Polen Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2013Dec 31, 2013 | ABT Abbott Laboratories | Buy | +1,398,291+22.4% |
Q4 2013Dec 31, 2013 | IT Gartner, Inc. | Buy | +776,440+48.2% |
Q4 2013Dec 31, 2013 | IWF iShares Russell 1000 Growth ETF | Buy - Position Entry | +107,524 |
Q4 2013Dec 31, 2013 | MA Mastercard Incorporated | Sell | -5,389-3.9% |
Q4 2013Dec 31, 2013 | AAPL Apple Inc. | Sell | -14,804-4.4% |
Q4 2013Dec 31, 2013 | GWW W.W. Grainger, Inc. | Sell | -31,214-4.6% |
Q4 2013Dec 31, 2013 | FDS FactSet Research Systems Inc. | Sell | -51,543-3.6% |
Q4 2013Dec 31, 2013 | ADP Automatic Data Processing, Inc. | Sell | -64,095-3.6% |
Q4 2013Dec 31, 2013 | V Visa Inc. | Sell | -64,636-3.9% |
Q4 2013Dec 31, 2013 | FAST Fastenal Company | Sell | -101,641-6.0% |
Q4 2013Dec 31, 2013 | META Meta Platforms, Inc. | Sell | -102,273-4.3% |
Q4 2013Dec 31, 2013 | ACN Accenture plc | Sell | -102,392-3.4% |
Q4 2013Dec 31, 2013 | SBUX Starbucks Corporation | Sell | -130,016-3.7% |
Q4 2013Dec 31, 2013 | TROW T. Rowe Price Group, Inc. | Sell | -130,063-3.5% |
Q4 2013Dec 31, 2013 | QCOM QUALCOMM Incorporated | Sell | -139,278-3.2% |
Q4 2013Dec 31, 2013 | EBAY eBay Inc. | Sell | -186,517-4.2% |
Q4 2013Dec 31, 2013 | NKE Nike, Inc. | Sell | -1,312,665-26.1% |
Q4 2013Dec 31, 2013 | CHRW C.H. Robinson Worldwide, Inc. | Sell - Position Exit | -1,763,941-100.0% |
Q4 2013Dec 31, 2013 | INTU Intuit Inc. | Sell - Position Exit | -3,529,205-100.0% |
Q3 2013Sep 30, 2013 | ABT Abbott Laboratories | Buy - Position Entry | +6,244,148 |
Q3 2013Sep 30, 2013 | META Meta Platforms, Inc. | Buy - Position Entry | +2,404,382 |
Q3 2013Sep 30, 2013 | ADP Automatic Data Processing, Inc. | Buy - Position Entry | +1,780,671 |
Q3 2013Sep 30, 2013 | EBAY eBay Inc. | Buy | +1,315,410+42.1% |
Q3 2013Sep 30, 2013 | MA Mastercard Incorporated | Buy | +136,253+23778.9% |
Q3 2013Sep 30, 2013 | NVO Novo Nordisk A/S | Sell - Position Exit | -2,258-100.0% |
Q3 2013Sep 30, 2013 | AAPL Apple Inc. | Sell | -20,710-5.8% |
Q3 2013Sep 30, 2013 | GWW W.W. Grainger, Inc. | Sell | -34,947-4.9% |
Q3 2013Sep 30, 2013 | IWF iShares Russell 1000 Growth ETF | Sell - Position Exit | -70,367-100.0% |
Q3 2013Sep 30, 2013 | IT Gartner, Inc. | Sell | -88,444-5.2% |
Q3 2013Sep 30, 2013 | FDS FactSet Research Systems Inc. | Sell | -88,966-5.8% |