David M. Polen – Polen Capital Management Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 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 Aug 13, 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 38.2% of total portfolio value, followed by Financial Services and Healthcare and Consumer Cyclical. Together, the top three sectors account for 73.3% 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.