Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  SPDR Bloomberg 1 3 Month T B (BIL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,286 <0.01 Buy <0.01 $91.64 $209,489 SEC
2025   Q2 0 0.00 Sell 100.00% <0.01 SEC
2025   Q1 5,242 <0.01 Buy <0.01 $91.73 $480,849 SEC
2024   Q4 0 0.00 Sell 100.00% <0.01 SEC
2024   Q3 5,072 <0.01 Reduce 94.48% 0.02 $91.81 $465,647 SEC
2024   Q2 91,892 0.02 Reduce 63.23% 0.03 $91.78 $8,433,889 SEC
2024   Q1 249,900 0.05 Reduce 58.80% 0.08 $91.80 $22,940,781 SEC
2023   Q4 606,590 0.13 Buy 0.13 $91.39 $55,436,246 SEC