13F manager/POWL/

Polen Capital other Powell Industries, Inc.

Polen Capital other $5.3M of disclosed value in Powell Industries, Inc..

Signal
Investor Move
Action
Other
Capital
$5.3M disclosed value

Why it matters

This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.

Filing summary

Period End
Jun 30, 2025
Total Changes
268
New
151
Reduced/Sold
93

Filing changes

TickerCompanyActionCurrent ValuePortfolio Impact
ORCLOracle CorporationIncreased$2.6B0.03%
IDXXIDEXX Laboratories, Inc.New$641.2M0.02%
AAPL.MXApple Inc.Reduced$1.7M0.02%
UNH.BAUnitedHealth Group IncorporatedReduced$1.9M0.02%
MSFTMicrosoft CorporationIncreased$2.7B0.01%
NOWServiceNow, Inc.Increased$1.2B0.01%
SBUXStarbucks CorporationIncreased$885.9M0.01%
AMZNAmazon.com, Inc.Reduced$3.1B0.01%
TMOThermo Fisher Scientific Inc.Reduced$888.1M0.01%
NFLXNetflix, Inc.Increased$1.1B0.01%
SHOPShopify Inc.Increased$1.7B0.01%
AONAon plcReduced$979.5M0.01%
ADBEAdobe Inc.Increased$1.3B0.01%
ZTSZoetis Inc.Reduced$1.3B0%
ACNAccenture plcReduced$880.9M0%
V.BAVisa Inc.Reduced$2B0%
LLYEli Lilly and CompanyReduced$1.4B0%
MA.BAMastercard IncorporatedReduced$1.7B0%
L44385109GLOBANT S AReduced$24.8M0%
WDAYWorkday, Inc.Reduced$857.3M0%

Evidence