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Livermore
Livermore
ZHEN

Polaris Financial Partners

SEC CIK
0002103435
Latest filing
Oct 2, 2026

The latest 13F from Polaris Financial Partners covers Q3 2026 (filed Oct 2, 2026): 372 long positions worth $223.5M. The top 10 holdings make up 59.0% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 16.7%. Livermore has 1 filing on Form 13F from this institution, going back to Q3 2026.

What changed in Q3 2026

The five largest holdings this quarter.

Polaris Financial Partners did not file a 13F for Q2 2026, so this quarter cannot be compared with the previous one.

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    16.7%$37.2MHistory
  2. Invesco Exchange Traded FD T46137V233
    9.6%$21.4M
  3. AMZNAmazon Com Inc
    8.3%$18.6MHistory
  4. AAPLApple Inc.
    6.1%$13.6MHistory
  5. METAMeta Platforms, Inc.
    3.5%$7.82MHistory

Share of portfolio

Top 5 holdings and the other 367 positions, by share of portfolio value

  1. NVDA16.7%
  2. Invesco Exchange Traded FD T9.6%
  3. AMZN8.3%
  4. AAPL6.1%
  5. META3.5%
  6. Other 367 positions55.9%

Metrics

13F metrics for Q3 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$223.5M
No prior quarter to compare
Positions
372
No prior quarter to compare
Top 10 concentration
59.0%
Top 10 as share of value
Turnover
–
No prior quarter to compare
Average holding period
1.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q3 2026), so positions held before then are understated.

13F filings by quarter

Only Q3 2026 so far.

13F filings of Polaris Financial Partners by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q3 2026Oct 2, 2026372$223.5MNVDAInvesco Exchange Traded FD TAMZN–SEC