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ETF replication · Polen Capital

Which ETF replicates Polen Capital's portfolio?

XLK (Technology Select Sector SPDR Fund) has the highest top-10 overlap with Polen Capital's Polen Capital Management portfolio — overlap score 97.8 across 1 shared holdings. Below: full ranked list of 5 closest ETFs and per-ticker contribution breakdown.

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Data verified 2026-08-04 · based on Polen Capital's Q2 2026 13F filing
Closest ETF
XLK
Technology Select Sector SPDR Fund
Overlap score
97.8
1 shared top-10 names
ETF expense ratio
0.09%
annual fee

Top 5 ETFs ranked by overlap

#1XLKTechnology Select Sector SPDR Fund
Overlap score
97.8
Shared top-10 holdings (1):
MSFT 9.4% × 10.4%
#2XLFFinancial Select Sector SPDR Fund
Overlap score
96.9
Shared top-10 holdings (2):
V 7.8% × 8.15%MA 5.6% × 5.95%
#3QQQInvesco QQQ Trust
Overlap score
92.7
Shared top-10 holdings (3):
MSFT 9.4% × 5.77%GOOGL 8.1% × 3.04%META 4.1% × 3.37%
#4SPYSPDR S&P 500 ETF Trust
Overlap score
87.5
Shared top-10 holdings (3):
MSFT 9.4% × 5.57%GOOGL 8.1% × 3.03%META 4.1% × 2.58%
#5VOOVanguard S&P 500 ETF
Overlap score
85.8
Shared top-10 holdings (3):
MSFT 9.4% × 5.7%GOOGL 8.1% × 3.01%META 4.1% × 1.9%

Polen Capital's investment philosophy

Concentrated quality growth. 20-30 names only. Hold forever.

Other superinvestor ETF replications

See all 30 superinvestor ETF replications →

Top-10 vs top-10 overlap analysis. Manager 13F holdings are quarterly + lagged ~45 days; ETF holdings are daily-disclosed. Score is a snapshot heuristic, not investment advice. Investing in any ETF carries fees + risks; consult a qualified advisor.

Deep dive

Reading for your research

Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.

Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.

Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
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Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
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See the full investing reading list
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