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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 9 of 20  ·  387 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CALF PACER FDS TR 1,800.0 $80K 0.01% NEW $44.37 +6.8%
162 SRPT SAREPTA THERAPEUTICS INC Healthcare 3,680.0 $79K 0.01% NEW $21.52 -20.8%
163 VGT VANGUARD WORLD FD 103.0 $78K 0.01% NEW $753.79 -85.2%
164 RALLIANT CORP 1,501.0 $76K 0.01% NEW $50.91
165 IWO ISHARES TR 235.0 $76K 0.01% NEW $323.01 +10.5%
166 JNJ JOHNSON & JOHNSON Healthcare 363.0 $75K 0.01% NEW $206.95 +10.0%
167 ECG EVERUS CONSTR GROUP Industrials 865.0 $74K 0.01% NEW $85.56 +72.3%
168 AVNT AVIENT CORPORATION Basic Materials 2,345.0 $73K 0.01% NEW $31.24 +8.7%
169 KKR KKR & CO INC Financial Services 568.0 $72K 0.01% NEW $127.48 -24.6%
170 SDY SPDR SERIES TRUST 506.0 $70K 0.01% NEW $139.15 +5.8%
171 BROS DUTCH BROS INC Consumer Cyclical 1,141.0 $70K 0.01% NEW $61.22 -15.1%
172 EMR EMERSON ELEC CO Industrials 504.0 $67K 0.01% NEW $132.72 -0.8%
173 BIP BROOKFIELD INFRAST PARTNERS Utilities 1,875.0 $65K 0.01% NEW $34.75 +9.9%
174 TSLA TESLA INC Consumer Cyclical 136.0 $61K 0.01% NEW $449.72 -8.5%
175 MDYG SPDR SERIES TRUST 650.0 $60K 0.01% NEW $92.43 +13.3%
176 SPYM SPDR SERIES TRUST 700.0 $56K 0.01% NEW $80.22 +8.2%
177 VRSK VERISK ANALYTICS INC Industrials 251.0 $56K 0.01% NEW $223.69 -23.8%
178 MRK MERCK & CO INC Healthcare 515.0 $54K 0.01% NEW $105.26 +6.3%
179 IEUR ISHARES TR 750.0 $53K 0.01% NEW $70.98 +4.4%
180 KMX CARMAX INC Consumer Cyclical 1,300.0 $50K 0.01% NEW $38.64 -3.1%
Page 9 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%