PBSIX holdings — Polen 5Perspectives Small Growth Fund

Polen 5Perspectives Small Growth Fund (PBSIX) held 93 positions with net assets of $62.3M as of July 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 25.0% of the fund, led by DOCN, BKD, BELFB.

PBSIX top holdings

  1. DOCN DIGITALOCEAN HOLDINGS INC — 3.41% ($2.13M)
  2. BKD BROOKDALE SENIOR LIVING INC — 3.02% ($1.88M)
  3. BELFB BEL FUSE INC — 2.62% ($1.63M)
  4. FROG JFROG LTD — 2.46% ($1.53M)
  5. LASR NLIGHT INC — 2.41% ($1.50M)
  6. YOU CLEAR SECURE INC — 2.39% ($1.49M)
  7. WULF TERAWULF INC — 2.38% ($1.49M)
  8. CECO CECO ENVIRONMENTAL CORP — 2.20% ($1.37M)
  9. VSEC VSE CORP — 2.12% ($1.32M)
  10. SPHR SPHERE ENTERTAINMENT COMPANY — 2.02% ($1.26M)
  11. MOD MODINE MANUFACTURING COMPANY — 1.85% ($1.15M)
  12. TWST TWIST BIOSCIENCE CORP — 1.84% ($1.15M)
  13. AIR AAR CORP — 1.82% ($1.13M)
  14. CAKE CHEESECAKE FACTORY INC (THE) — 1.79% ($1.11M)
  15. LTH LIFE TIME GROUP HOLDINGS INC — 1.69% ($1.06M)
  16. TIGO MILLICOM INTERNATIONAL CELLULAR SA — 1.62% ($1.01M)
  17. VCTR VICTORY CAPITAL HOLDINGS INC — 1.58% ($985K)
  18. PTGX PROTAGONIST THERAPEUTICS INC — 1.57% ($978K)
  19. BE BLOOM ENERGY CORP — 1.56% ($972K)
  20. BWXT BWX TECHNOLOGIES INC — 1.52% ($945K)
  21. OSCR OSCAR HEALTH INC — 1.49% ($926K)
  22. WT WISDOMTREE INC — 1.46% ($910K)
  23. RNG RINGCENTRAL INC — 1.43% ($890K)
  24. BLLN BILLIONTOONE INC — 1.42% ($882K)
  25. REAL REALREAL INC (THE) — 1.38% ($860K)

What are PBSIX's top 10 holdings?

DOCN (3.4%), BKD (3.0%), BELFB (2.6%), FROG (2.5%), LASR (2.4%), YOU (2.4%), WULF (2.4%), CECO (2.2%), VSEC (2.1%), SPHR (2.0%).

How many stocks are in PBSIX?

Polen 5Perspectives Small Growth Fund reported 93 holdings as of July 31, 2026.

Share classes: PBSIX, PBSRX, PBSYX

All ETF and mutual fund holdings