Institutions / Arcadia Investment Management CORP/MI

Arcadia Investment Management CORP/MI

CIK 1016972 · Institution · as of Mar 31, 2026
Portfolio value
$583.95M
Positions
366
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$583.95M-5.2%
$616.22M$600.09M$583.95MQ4 '25Q1 '26

Positions

366-5.4%
387377366Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 366 →
CompanyClassValueShares% of portfolio
Broadcom Inc.$40.85M131,9957.0%
NVIDIA Corp$30.84M176,8565.3%
Apple Inc.$25.58M100,8084.4%
Alphabet Inc.$25.50M88,6744.4%
Costco Wholesale Corp /New$23.57M23,6564.0%
Palo Alto Networks Inc$22.00M137,2263.8%
Stryker Corp$21.91M66,6893.8%
Monolithic Power Systems Inc$21.76M19,9013.7%
Microsoft Corp$20.54M55,4863.5%
Viatris Inc$17.96M1,329,3263.1%
Visa Inc$17.05M56,4022.9%
Thermo Fisher Scientific Inc.$15.89M32,3242.7%
Amazon.com Inc$15.02M72,1192.6%
Suncor Energy Inc New$14.73M222,8282.5%
Intercontinental Exchange, Inc.$14.29M90,8372.4%
O Reilly Automotive Inc$13.23M143,3552.3%
Asml Hldg NV$12.88M9,7482.2%
PIMCO ETF Tr$11.38M113,1731.9%
Alphabet Inc.$11.01M38,3871.9%
ServiceNow Inc$8.29M79,3251.4%
ELI LILLY & Co$8.04M8,7391.4%
Veeva Systems Inc$7.69M43,7921.3%
Trane Technologies plc$7.12M17,0861.2%
Accenture plc$7.00M35,2891.2%
Watsco, Inc.$6.57M18,0651.1%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
AddViatris Inc$16.85M+1.2M
+1521.13%
1,329,326
3.08% of portfolio
medium
Q1 2026
as of
Trim72201R833$-4.24M-42K
-27.13%
113,173
1.95% of portfolio
low
Q1 2026
as of
TrimStarbucks Corp$-2.23M-25K
-27.25%
66,507
1.02% of portfolio
low
Q1 2026
as of
ExitMcGrath Rentcorp$-1.68M-16K
-100.00%
low
Q1 2026
as of
ExitMurphy USA Inc.$-1.65M-4K
-100.00%
low
Q1 2026
as of
TrimIllinois Tool Works Inc$-1.62M-6K
-22.79%
21,078
0.94% of portfolio
low
Q1 2026
as of
TrimBroadcom Inc.$-1.38M-4K
-3.27%
131,995
7.00% of portfolio
low
Q1 2026
as of
ExitNexstar Media Group, Inc.$-795.5K-4K
-100.00%
low
Q1 2026
as of
AddMeta Platforms Inc$705.4K+1K
+12.09%
11,428
1.12% of portfolio
low
Q1 2026
as of
AddJPMORGAN CHASE & CO$621.3K+2K
+330.00%
2,752
0.14% of portfolio
low