David M. Polen - Polen Capital Management Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 2025, the Polen Capital Management portfolio managed by David M. Polen was diversified across 13 sectors, according to the most recent SEC 13F filing dated Nov 12, 2025. 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 46.7% of total portfolio value, followed by Technology and Financial Services and Healthcare. Together, the top three sectors account for 77.8% 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 | 46.71% | |
| Financial Services | 15.78% | |
| Healthcare | 15.18% | |
| Consumer Cyclical | 12.54% | |
| Communication Services | 5.94% | |
| Real Estate | 1.76% | |
| ETF | 1.60% | |
| Industrials | 0.23% | |
| Basic Materials | 0.04% | |
| Energy | 0.03% | |
| Consumer Defensive | 0.01% | |
| Utilities | 0.00% | |
| Biotechnology | 0.00% | |