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Portfolio (Quarterly) Guide ↗

ARCADIA INVESTMENT MANAGEMENT CORP/MI

· CIK 0001016972
13F Portfolio $616M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 387 New
Page 12 of 20  ·  387 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SDGR SCHRODINGER INC Healthcare 550.0 $10K 0.00% NEW $17.88 -33.4%
222 QCOM QUALCOMM INC Technology 56.0 $10K 0.00% NEW $171.05 +15.6%
223 IYH ISHARES TR 125.0 $8K 0.00% NEW $65.10 -6.2%
224 SMCI SUPER MICRO COMPUTER INC Technology 275.0 $8K 0.00% NEW $29.27 +5.3%
225 SJNK SPDR SERIES TRUST 275.0 $7K 0.00% NEW $25.32 -1.7%
226 VOOG VANGUARD ADMIRAL FDS INC 15.0 $7K 0.00% NEW $444.60 -81.7%
227 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 100.0 $7K 0.00% NEW $66.39 +9.2%
228 SPSM SPDR SERIES TRUST 123.0 $6K 0.00% NEW $46.86 +10.5%
229 SOUTH BOW CORP 200.0 $5K 0.00% NEW $27.47
230 VTI VANGUARD INDEX FDS 16.0 $5K 0.00% NEW $335.31 +7.4%
231 CMCSA COMCAST CORP NEW Communication Services 161.0 $5K 0.00% NEW $29.89 -16.2%
232 IEF ISHARES TR 50.0 $5K 0.00% NEW $96.16 -3.2%
233 PRU PRUDENTIAL FINL INC Financial Services 32.0 $4K 0.00% NEW $111.44 -8.7%
234 IHI ISHARES TR 51.0 $3K 0.00% NEW $62.16 -19.9%
235 ICVT ISHARES TR 30.0 $3K NEW $98.50 +16.3%
236 PLTR PALANTIR TECHNOLOGIES INC Technology 15.0 $3K NEW $177.80 -23.5%
237 KO COCA COLA CO Consumer Defensive 38.0 $3K NEW $69.05 +18.2%
238 VUG VANGUARD INDEX FDS 5.0 $2K NEW $488.00 -82.2%
239 CAT CATERPILLAR INC Industrials 4.0 $2K NEW $573.00 +48.8%
240 UNH UNITEDHEALTH GROUP INC Healthcare 6.0 $2K NEW $330.17 +17.9%
Page 12 of 20  ·  387 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.0%
Healthcare 12.8%
Consumer Cyclical 8.5%
Communication Services 8.4%
Financial Services 7.9%
Industrials 7.4%
Consumer Defensive 4.9%
Energy 2.5%
Basic Materials 1.9%
Real Estate 1.5%