# Portfolio overlap — POLIX vs STPIX

Comparing **Polen Growth Fund** (2026-01-30) and **Saratoga Technology & Communication Portfolio** (2026-02-28).

- Shared positions: 10
- Polen Growth Fund covered by Saratoga Technology & Communication Portfolio: 0.4361794709408312284245237199
- Saratoga Technology & Communication Portfolio covered by Polen Growth Fund: 0.4361794709408312284245237197

## Polen Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMAZON.COM INC | 0.091317 | ✓ |
| MICROSOFT CORP | 0.073433 | ✓ |
| LILLY ELI and CO | 0.058224 |  |
| ALPHABET INC CL C | 0.057726 | ✓ |
| BROADCOM INC | 0.053013 | ✓ |
| ORACLE CORP | 0.051486 | ✓ |
| MASTERCARD INC CL A | 0.049529 | ✓ |
| VISA INC-CLASS A | 0.046478 | ✓ |
| DREY-GVT CSH-I | 0.045666 |  |
| NVIDIA CORP | 0.042487 | ✓ |
| SHOPIFY INC CL A | 0.040629 |  |
| MSCI INC | 0.034201 |  |
| ZOETIS INC CL A | 0.032706 |  |
| SERVICENOW INC | 0.030354 |  |
| COSTAR GROUP INC | 0.029748 |  |
| IDEXX LABS INC | 0.029735 |  |
| STARBUCKS CORP | 0.027296 |  |
| AON PLC | 0.025758 |  |
| INTUIT INC | 0.025725 |  |
| ACCENTURE PLC CL A | 0.024338 |  |
| SYNOPSYS INC | 0.021511 | ✓ |
| INTUITIVE SURGICAL INC | 0.021011 |  |
| AIRBNB INC CLASS A | 0.018715 |  |
| ADOBE INC | 0.018051 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.017551 |  |
| UBER TECHNOLOGIES INC | 0.013401 |  |
| PAYCOM SOFTWARE INC | 0.010845 |  |
| VANGUARD GRW ETF | 0.009067 |  |

## Saratoga Technology & Communication Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL C | 0.098760 | ✓ |
| KLA CORP | 0.083822 |  |
| NVIDIA CORP | 0.074375 | ✓ |
| AMAZON.COM INC | 0.064822 | ✓ |
| VISA INC-CLASS A | 0.062079 | ✓ |
| CISCO SYSTEMS INC | 0.060794 |  |
| MICROSOFT CORP | 0.059496 | ✓ |
| BROADCOM INC | 0.054799 | ✓ |
| META PLATFORMS INC CL A | 0.051268 |  |
| APPLE INC | 0.047171 |  |
| MASTERCARD INC CL A | 0.044156 | ✓ |
| SYNOPSYS INC | 0.034952 | ✓ |
| SALESFORCE INC | 0.034021 |  |
| CFD_EQS GOLDUS33 2256908 | 0.032788 |  |
| ORACLE CORP | 0.028440 | ✓ |
| KULICKE and SOFFA INDUSTRIES INC | 0.022577 |  |
| APPLIED INDU TEC | 0.022366 |  |
| ADOBE INC | 0.022154 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.020609 |  |
| AKAMAI TECHNOLOGIES INC | 0.018170 |  |
| EBAY INC | 0.014920 |  |
| JACK HENRY | 0.014487 |  |
| VEEVA SYSTEMS-A | 0.014046 |  |
| ROCKWELL AUTOMATION INC | 0.013974 |  |
| Dreyfus Instl Resv PFD GOVT INSTL | 0.004957 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-011374` (as of 2026-01-30)
  <https://www.sec.gov/Archives/edgar/data/1388485/000094040026011374/0000940400-26-011374-index.htm>
- N-PORT (fund B) — accession `0000910472-26-005978` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/924628/000091047226005978/0000910472-26-005978-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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