Dan Polen - Polen Capital Management LLC

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 First Trust Nasdaq-100 Select Equal Weight ETF (QQEW)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2025 Q4	0	0.00	Sell 100.00%	0.01	$134.47–146.44 · VW $142.28i		SEC
2025 Q3	22,529	0.01	Buy	0.01	$133.62–141.55 · VW $137.25i	$3,179,067	SEC

Price snapshot:

Current price$156.97

52-week low$122.38

52-week high$162.19