Polen Growth Fund Investor Class (POLRX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
29.90
-0.17 (-0.57%)
Jul 9, 2026, 8:07 AM EST

POLRX Holdings Information

POLRX is a mutual fund with a total of 29 individual holdings. The top holdings are Broadcom stock at 7.66%, Microsoft at 7.57%, Oracle at 7.46%, Eli Lilly and Company at 6.56%, and Alphabet at 6.21%.

Total Holdings
29
Top 10 Percentage
60.60%
Asset Class
Equity
Fund Category
Large Growth
Assets
2.07B
Forward PE Ratio
26.51

Breakdown by Sector

Top 25 Holdings

No.SymbolName WeightShares
1AVGOBroadcom Inc.7.66%355,576
2MSFTMicrosoft Corporation7.57%348,570
3ORCLOracle Corporation7.46%685,599
4LLYEli Lilly and Company6.56%123,037
5GOOGAlphabet Inc.6.21%342,302
6AMZNAmazon.com, Inc.5.93%454,047
7NOWServiceNow, Inc.5.41%902,097
8NVDANVIDIA Corporation5.04%495,244
9VVisa Inc.4.47%284,191
10MAMastercard Incorporated4.29%180,134
11SHOPShopify Inc.4.14%723,675
12MSCIMSCI Inc.3.77%123,809
13SBUXStarbucks Corporation3.20%668,876
14VONGVanguard Russell 1000 Growth ETF2.82%444,934
15VUGVanguard Growth ETF2.59%600,000
16LRCXLam Research Corporation2.56%166,832
17SNPSSynopsys, Inc.2.31%100,594
18IDXXIDEXX Laboratories, Inc.2.23%82,018
19ZTSZoetis Inc.2.16%577,522
20ABNBAirbnb, Inc.2.08%323,450
21ISRGIntuitive Surgical, Inc.1.92%93,785
22METAMeta Platforms, Inc.1.88%61,595
23ACNAccenture plc1.31%145,259
24UBERUber Technologies, Inc.1.28%378,235
25n/aUnited States Dollar1.26%26,131,429
Showing 25 of 29 holdings
Subscribe to see the full list
As of May 31, 2026