Polen 5Perspectives Small Growth Fund (PBSIX) is an MF managed by Independent / Boutique. Its largest position is Bloom Energy Corp (BE), representing 5.56% of fund assets.
Polen 5Perspectives Small Growth Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PBSIX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Apr 30, 2026
- Filing Date:
- Jun 24, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
Bloom Energy Corp
|
5.56% | $3,411,087.68 | 12,038 |
|
-
DigitalOcean Holdings, Inc.
|
3.10% | $1,900,828.16 | 19,712 |
|
-
MODINE MANUFACTURING CO
|
3.05% | $1,871,275.87 | 7,349 |
|
-
BEL FUSE INC /NJ
|
2.88% | $1,767,582.72 | 6,408 |
|
-
CECO ENVIRONMENTAL CORP
|
2.68% | $1,647,835.64 | 22,226 |
|
-
Brookdale Senior Living Inc.
|
2.68% | $1,642,109.08 | 114,353 |
|
-
Solaris Energy Infrastructure, Inc.
|
2.59% | $1,589,996.72 | 21,533 |
|
-
POWELL INDUSTRIES INC
|
2.53% | $1,553,266.54 | 5,602 |
|
-
BWX Technologies, Inc.
|
2.44% | $1,498,933.53 | 6,927 |
|
-
VSE CORP
|
2.37% | $1,453,957.92 | 8,469 |
|
-
Sphere Entertainment Co.
|
2.31% | $1,417,092.60 | 9,948 |
|
-
IES Holdings, Inc.
|
2.26% | $1,385,416.08 | 2,151 |
|
-
CARPENTER TECHNOLOGY CORP
|
2.20% | $1,350,971.00 | 3,155 |
|
-
Clear Secure, Inc.
|
2.16% | $1,325,406.75 | 24,825 |
|
-
Planet Labs PBC
|
2.11% | $1,296,500.93 | 35,069 |
|
-
ARGAN INC
|
2.10% | $1,291,051.46 | 1,927 |
|
-
Fastly, Inc.
|
1.95% | $1,198,476.03 | 47,455 |
|
-
VICOR CORP
|
1.89% | $1,158,399.54 | 4,302 |
|
-
Amprius Technologies, Inc.
|
1.86% | $1,142,863.02 | 54,267 |
|
-
TERAWULF INC.
|
1.80% | $1,107,404.26 | 50,962 |
|
-
SITIME Corp
|
1.64% | $1,007,934.95 | 1,793 |
|
-
Construction Partners, Inc.
|
1.43% | $876,749.40 | 7,090 |
|
-
MILLICOM INTERNATIONAL CELLULAR SA
|
1.40% | $857,118.24 | 10,098 |
|
-
Figure Technology Solutions, Inc.
|
1.37% | $838,539.00 | 23,890 |
|
-
NLIGHT, INC.
|
1.36% | $833,031.10 | 11,926 |
|
-
GeneDx Holdings Corp.
|
1.22% | $746,504.30 | 11,870 |
|
-
AZZ INC
|
1.21% | $744,666.24 | 5,206 |
|
-
CORPORACION AMERICA AIRPORTS S.A.
|
1.20% | $738,994.05 | 29,619 |
|
-
APPLIED OPTOELECTRONICS, INC.
|
1.12% | $685,545.56 | 4,171 |
|
-
Proto Labs Inc
|
1.11% | $679,597.66 | 10,486 |
|
-
Protagonist Therapeutics, Inc
|
1.10% | $674,084.67 | 6,811 |
|
-
Victory Capital Holdings, Inc.
|
1.08% | $664,901.19 | 8,469 |
|
-
Applied Digital Corp.
|
1.07% | $657,600.00 | 19,200 |
|
-
VEECO INSTRUMENTS INC
|
1.06% | $651,489.65 | 13,069 |
|
-
DREYFUS GOVERNMENT CASH MANAGEMENT
|
1.06% | $649,661.53 | 649,662 |
|
-
Guardant Health, Inc.
|
1.03% | $632,113.72 | 7,259 |
|
-
Taysha Gene Therapies, Inc.
|
1.02% | $629,069.94 | 98,446 |
|
-
AAR CORP
|
1.02% | $628,115.67 | 5,691 |
|
-
TheRealReal, Inc.
|
1.00% | $614,605.99 | 51,691 |
|
-
WisdomTree, Inc.
|
1.00% | $612,459.00 | 36,027 |
|
-
AEHR TEST SYSTEMS
|
0.99% | $606,389.76 | 6,696 |
|
-
BridgeBio Pharma, Inc.
|
0.95% | $583,173.11 | 8,201 |
|
-
Praxis Precision Medicines, Inc.
|
0.93% | $571,662.19 | 1,793 |
|
-
Mirum Pharmaceuticals, Inc.
|
0.91% | $556,807.82 | 5,722 |
|
-
Scholar Rock Holding Corp
|
0.89% | $549,298.85 | 11,785 |
|
-
Shake Shack Inc.
|
0.87% | $535,660.88 | 5,228 |
|
-
FIGS, Inc.
|
0.82% | $505,109.44 | 33,764 |
|
-
Karman Holdings Inc.
|
0.81% | $494,214.60 | 7,270 |
|
-
Ero Copper Corp.
|
0.79% | $484,506.55 | 18,743 |
|
-
LITTELFUSE INC /DE
|
0.77% | $471,262.22 | 1,166 |
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