Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ARCADIA INVESTMENT MANAGEMENT CORP/MI (CIK 1016972) reported $583.9M across 365 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($40.9M, 7.00%), NVDA ($30.8M, 5.28%), AAPL ($25.6M, 4.38%), GOOGL ($25.5M, 4.37%), COST ($23.6M, 4.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $40.9M | 7.00% | 131,995 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $30.8M | 5.28% | 176,856 | Added |
| 3 | AAPL | APPLE INC | $25.6M | 4.38% | 100,808 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $25.5M | 4.37% | 88,674 | Trimmed |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $23.6M | 4.04% | 23,656 | Trimmed |
| 6 | PANW | PALO ALTO NETWORKS INC | $22.0M | 3.77% | 137,226 | Added |
| 7 | SYK | STRYKER CORPORATION | $21.9M | 3.75% | 66,689 | Added |
| 8 | MPWR | MONOLITHIC PWR SYS INC | $21.8M | 3.73% | 19,901 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $20.5M | 3.52% | 55,486 | Trimmed |
| 10 | VTRS | VIATRIS INC | $18.0M | 3.08% | 1.3M | Added |
| 11 | V | VISA INC | $17.0M | 2.92% | 56,402 | Added |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | $15.9M | 2.72% | 32,324 | Added |
| 13 | AMZN | AMAZON COM INC | $15.0M | 2.57% | 72,119 | Added |
| 14 | SU | SUNCOR ENERGY INC NEW | $14.7M | 2.52% | 222,828 | Trimmed |
| 15 | ICE | INTERCONTINENTAL EXCHANGE IN | $14.3M | 2.45% | 90,837 | Trimmed |
| 16 | ORLY | OREILLY AUTOMOTIVE INC | $13.2M | 2.27% | 143,355 | Trimmed |
| 17 | ASML | ASML HLDG NV | $12.9M | 2.20% | 9,748 | Added |
| 18 | MINT | PIMCO ETF TR | $11.4M | 1.95% | 113,173 | Trimmed |
| 19 | GOOG | ALPHABET INC | $11.0M | 1.89% | 38,387 | Trimmed |
| 20 | NOW | SERVICENOW INC | $8.3M | 1.42% | 79,325 | Added |
| 21 | LLY | ELI LILLY & CO | $8.0M | 1.38% | 8,739 | Added |
| 22 | VEEV | VEEVA SYS INC | $7.7M | 1.32% | 43,792 | Added |
| 23 | TT | TRANE TECHNOLOGIES PLC | $7.1M | 1.22% | 17,086 | Trimmed |
| 24 | ACN | ACCENTURE PLC IRELAND | $7.0M | 1.20% | 35,289 | Trimmed |
| 25 | WSO | WATSCO INC | $6.6M | 1.13% | 18,065 | Added |
Source: SEC Form 13F filings · as of 2026-03-31