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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 8 of 20  ·  387 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VRRM VERRA MOBILITY CORP Technology 5,347.0 $120K 0.02% NEW $22.41 -41.5%
142 CRM SALESFORCE INC Technology 445.0 $118K 0.02% NEW $264.91 -34.5%
143 EXLS EXLSERVICE HOLDINGS INC Technology 2,764.0 $117K 0.02% NEW $42.44 -35.3%
144 CSCO CISCO SYS INC Technology 1,503.0 $116K 0.02% NEW $77.03 +53.5%
145 WFC WELLS FARGO CO NEW Financial Services 1,224.0 $114K 0.02% NEW $93.20 -21.2%
146 TRP TC ENERGY CORP Energy 2,000.0 $110K 0.02% NEW $55.01 +24.1%
147 VTWO VANGUARD SCOTTSDALE FDS 1,100.0 $109K 0.02% NEW $99.52 +12.0%
148 IVW ISHARES TR 835.0 $103K 0.02% NEW $123.26 +10.2%
149 SYY SYSCO CORP Consumer Defensive 1,351.0 $100K 0.02% NEW $73.68 -1.5%
150 PFE PFIZER INC Healthcare 3,900.0 $97K 0.02% NEW $24.90 +1.7%
151 VXF VANGUARD INDEX FDS 462.0 $97K 0.02% NEW $209.12 +7.1%
152 MSI MOTOROLA SOLUTIONS INC Technology 252.0 $97K 0.02% NEW $383.32 +2.6%
153 ENB ENBRIDGE INC Energy 2,000.0 $96K 0.02% NEW $47.83 +15.6%
154 XOM EXXON MOBIL CORP Energy 785.0 $94K 0.01% NEW $120.34 +31.2%
155 GWRE GUIDEWIRE SOFTWARE INC Technology 442.0 $89K 0.01% NEW $201.01 -35.3%
156 EVN EATON VANCE MUNI INCOME TRUS Financial Services 8,230.0 $89K 0.01% NEW $10.76 -2.4%
157 WEC WEC ENERGY GROUP INC Utilities 802.0 $85K 0.01% NEW $105.46 +3.5%
158 BSX BOSTON SCIENTIFIC CORP Healthcare 870.0 $83K 0.01% NEW $95.35 -41.4%
159 ETN EATON CORP PLC Industrials 254.0 $81K 0.01% NEW $318.51 +25.4%
160 FORTINET INC 1,006.0 $80K 0.01% NEW $79.41
Page 8 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%