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%Positions
366-5.4%Top holdings
Mar 31, 2026View all 366 →
| Company | Value | % of portfolio |
|---|---|---|
| Broadcom Inc. | $40.85M | 7.0% |
| NVIDIA Corp | $30.84M | 5.3% |
| Apple Inc. | $25.58M | 4.4% |
| Alphabet Inc. | $25.50M | 4.4% |
| Costco Wholesale Corp /New | $23.57M | 4.0% |
| Palo Alto Networks Inc | $22.00M | 3.8% |
| Stryker Corp | $21.91M | 3.8% |
| Monolithic Power Systems Inc | $21.76M | 3.7% |
| Microsoft Corp | $20.54M | 3.5% |
| Viatris Inc | $17.96M | 3.1% |
| Visa Inc | $17.05M | 2.9% |
| Thermo Fisher Scientific Inc. | $15.89M | 2.7% |
| Amazon.com Inc | $15.02M | 2.6% |
| Suncor Energy Inc New | $14.73M | 2.5% |
| Intercontinental Exchange, Inc. | $14.29M | 2.4% |
| O Reilly Automotive Inc | $13.23M | 2.3% |
| Asml Hldg NV | $12.88M | 2.2% |
| PIMCO ETF Tr | $11.38M | 1.9% |
| Alphabet Inc. | $11.01M | 1.9% |
| ServiceNow Inc | $8.29M | 1.4% |
| ELI LILLY & Co | $8.04M | 1.4% |
| Veeva Systems Inc | $7.69M | 1.3% |
| Trane Technologies plc | $7.12M | 1.2% |
| Accenture plc | $7.00M | 1.2% |
| Watsco, Inc. | $6.57M | 1.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Viatris Inc | $16.85M | +1.2M +1521.13% | 1,329,326 3.08% of portfolio | medium |
| Q1 2026 as of | Trim | 72201R833 | $-4.24M | -42K -27.13% | 113,173 1.95% of portfolio | low |
| Q1 2026 as of | Trim | Starbucks Corp | $-2.23M | -25K -27.25% | 66,507 1.02% of portfolio | low |
| Q1 2026 as of | Exit | McGrath Rentcorp | $-1.68M | -16K -100.00% | — | low |
| Q1 2026 as of | Exit | Murphy USA Inc. | $-1.65M | -4K -100.00% | — | low |
| Q1 2026 as of | Trim | Illinois Tool Works Inc | $-1.62M | -6K -22.79% | 21,078 0.94% of portfolio | low |
| Q1 2026 as of | Trim | Broadcom Inc. | $-1.38M | -4K -3.27% | 131,995 7.00% of portfolio | low |
| Q1 2026 as of | Exit | Nexstar Media Group, Inc. | $-795.5K | -4K -100.00% | — | low |
| Q1 2026 as of | Add | Meta Platforms Inc | $705.4K | +1K +12.09% | 11,428 1.12% of portfolio | low |
| Q1 2026 as of | Add | JPMORGAN CHASE & CO | $621.3K | +2K +330.00% | 2,752 0.14% of portfolio | low |