Institutional Fund
Arcadia Investment Management Corp/Mi
Kalamazoo, MICIK 10169725 filings on record
Portfolio Value
$583.95M
Q1 2026
Holdings
366
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-5.2%
from $616.22M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Broadcom Inc7.0%
- Nvidia Corporation5.3%
- Apple Inc4.4%
- Alphabet Inc4.4%
- Costco Whsl Corp New4.0%
- Palo Alto Networks Inc3.8%
- Other71.2%
Portfolio Holdings
366 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 132.0K | $40.85M | 7.0% | −4.5K | Reduced |
| 2 | Nvidia Corporation | 176.9K | $30.84M | 5.3% | +437 | Added |
| 3 | Apple Inc | 100.8K | $25.58M | 4.4% | −1.4K | Reduced |
| 4 | Alphabet Inc | 88.7K | $25.50M | 4.4% | −1.1K | Reduced |
| 5 | Costco Whsl Corp New | 23.7K | $23.57M | 4.0% | −37 | Reduced |
| 6 | Palo Alto Networks Inc | 137.2K | $22.00M | 3.8% | +1.2K | Added |
| 7 | Stryker Corporation | 66.7K | $21.91M | 3.8% | +660 | Added |
| 8 | Monolithic Pwr Sys Inc | 19.9K | $21.76M | 3.7% | −312 | Reduced |
| 9 | Microsoft Corp | 55.5K | $20.54M | 3.5% | −38 | Reduced |
| 10 | Viatris Inc | 1.33M | $17.96M | 3.1% | +1.25M | Added |
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