Arcadia Investment Management Corp/Mi Top Holdings and 13F Report (2026) About Arcadia Investment Management Corp/MiInvestment ActivityArcadia Investment Management Corp/Mi has $583.95 million in total holdings as of March 31, 2026.Arcadia Investment Management Corp/Mi owns shares of 366 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 4.48% of the portfolio was purchased this quarter.About 3.85% of the portfolio was sold this quarter.This quarter, Arcadia Investment Management Corp/Mi has purchased 387 new stocks and bought additional shares in 49 stocks.Arcadia Investment Management Corp/Mi sold shares of 67 stocks and completely divested from 24 stocks this quarter.Largest Holdings Broadcom $40,853,830NVIDIA $30,843,687Apple $25,584,153Alphabet $25,499,096Costco Wholesale $23,571,549 Largest New Holdings this Quarter 37940X102 - Global Payments $419,279 Holding36828A101 - GE VERNOVA INC $408,518 Holding97717W208 - WisdomTree U.S. High Dividend Fund $9,066 Holding Largest Purchases this Quarter Viatris 1,247,326 shares (about $16.85M)Meta Platforms 1,233 shares (about $705.44K)JPMorgan Chase & Co. 2,112 shares (about $621.27K)Modine Manufacturing 2,580 shares (about $559.11K)Abbott Laboratories 5,046 shares (about $518.06K) Largest Sales this Quarter PIMCO Enhanced Short Maturity Exchange-Traded Fund 42,132 shares (about $4.24M)Starbucks 24,908 shares (about $2.23M)Illinois Tool Works 6,222 shares (about $1.62M)Broadcom 4,465 shares (about $1.38M)O'Reilly Automotive 6,662 shares (about $614.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArcadia Investment Management Corp/Mi Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$40,853,830$1,381,964 ▼-3.3%131,9957.0%Computer and TechnologyNVDANVIDIA$30,843,687$76,213 ▲0.2%176,8565.3%Computer and TechnologyAAPLApple$25,584,153$346,171 ▼-1.3%100,8084.4%Computer and TechnologyGOOGLAlphabet$25,499,096$329,256 ▼-1.3%88,6744.4%Computer and TechnologyCOSTCostco Wholesale$23,571,549$36,868 ▼-0.2%23,6564.0%Retail/WholesalePANWPalo Alto Networks$22,000,073$198,636 ▲0.9%137,2263.8%Computer and TechnologySYKStryker$21,913,424$216,870 ▲1.0%66,6893.8%MedicalMPWRMonolithic Power Systems$21,758,759$341,125 ▼-1.5%19,9013.7%Computer and TechnologyMSFTMicrosoft$20,539,161$14,066 ▼-0.1%55,4863.5%Computer and TechnologyVTRSViatris$17,959,195$16,851,375 ▲1,521.1%1,329,3263.1%MedicalVVisa$17,046,941$127,243 ▲0.8%56,4022.9%Business ServicesTMOThermo Fisher Scientific$15,888,216$26,543 ▲0.2%32,3242.7%MedicalAMZNAmazon.com$15,020,225$56,649 ▲0.4%72,1192.6%Retail/WholesaleSUSuncor Energy$14,731,160$436,987 ▼-2.9%222,8282.5%EnergyICEIntercontinental Exchange$14,286,844$47,184 ▼-0.3%90,8372.4%FinanceORLYO'Reilly Automotive$13,233,101$614,969 ▼-4.4%143,3552.3%Retail/WholesaleASMLASML$12,875,451$221,899 ▲1.8%9,7482.2%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$11,381,849$4,237,230 ▼-27.1%113,1731.9%ETFGOOGAlphabet$11,011,695$390,416 ▼-3.4%38,3871.9%Computer and TechnologyNOWServiceNow$8,293,429$424,473 ▲5.4%79,3251.4%Computer and TechnologyLLYEli Lilly and Company$8,037,871$237,301 ▲3.0%8,7391.4%MedicalVEEVVeeva Systems$7,692,503$101,531 ▲1.3%43,7921.3%MedicalTTTrane Technologies$7,120,420$170,030 ▼-2.3%17,0861.2%ConstructionACNAccenture$6,997,456$612,914 ▼-8.1%35,2891.2%Computer and TechnologyWSOWatsco$6,571,867$18,190 ▲0.3%18,0651.1%ConstructionMETAMeta Platforms$6,538,305$705,437 ▲12.1%11,4281.1%Computer and TechnologyCRWDCrowdStrike$6,370,711$74,568 ▲1.2%16,3181.1%Computer and TechnologyAXPAmerican Express$6,044,156$201,754 ▼-3.2%19,9821.0%FinanceSBUXStarbucks$5,958,388$2,231,517 ▼-27.2%66,5071.0%Retail/WholesaleAPDAir Products and Chemicals$5,703,191$403,781 ▼-6.6%19,6331.0%Basic MaterialsITWIllinois Tool Works$5,486,393$1,619,524 ▼-22.8%21,0780.9%IndustrialsADBEAdobe$5,164,964$78,029 ▲1.5%21,2480.9%Computer and TechnologyZSZscaler$5,049,178$207,349 ▲4.3%35,9910.9%Computer and TechnologyCBRECBRE Group$4,980,323$155,779 ▲3.2%36,7660.9%FinanceEVERPURE INC$4,724,972$321,768 ▲7.3%80,0300.8%CL AECLEcolab$4,140,602$488,679 ▼-10.6%15,5650.7%Basic MaterialsGFFGriffon$3,972,471$5,887 ▼-0.1%54,6570.7%Multi-Sector ConglomeratesTSCOTractor Supply$3,851,724$240,543 ▼-5.9%85,0270.7%Retail/WholesaleTPLTexas Pacific Land$3,779,8730.0%7,9650.6%EnergyDLRDigital Realty Trust$3,620,059$69,381 ▲2.0%20,0880.6%FinanceWALMART INC$3,610,334$124,777 ▼-3.3%29,0500.6%COMHDHome Depot$3,593,782$26,311 ▲0.7%10,9270.6%Retail/WholesaleINTUIntuit$3,475,903$82,152 ▲2.4%8,0390.6%Computer and TechnologyIVViShares Core S&P 500 ETF$3,279,768$101,248 ▼-3.0%5,0210.6%ETFFASTFastenal$3,179,514$580,000 ▼-15.4%68,5240.5%Retail/WholesaleURIUnited Rentals$2,915,698$21,857 ▼-0.7%4,0020.5%ConstructionADPAutomatic Data Processing$2,726,681$119,064 ▲4.6%13,4200.5%Computer and TechnologyAAONAAON$2,628,058$424,921 ▲19.3%31,7590.5%ConstructionORCLOracle$2,546,769$66,200 ▼-2.5%17,3120.4%Computer and TechnologyWTRGEssential Utilities$2,544,058$60,405 ▼-2.3%63,1750.4%UtilitiesEFAiShares MSCI EAFE ETF$2,489,248$19,426 ▼-0.8%25,6280.4%FinanceMODModine Manufacturing$2,369,291$559,112 ▲30.9%10,9330.4%Auto/Tires/TrucksAESAES$2,337,743$80,313 ▼-3.3%165,9150.4%UtilitiesMTZMasTec$2,308,163$265,436 ▲13.0%7,1740.4%ConstructionIRIngersoll Rand$2,015,099$14,021 ▼-0.7%25,1510.3%IndustrialsBDXBecton, Dickinson and Company$1,924,810$56,288 ▼-2.8%12,2420.3%MedicalPWRQuanta Services$1,794,747$208,628 ▲13.2%3,2690.3%ConstructionBWXTBWX Technologies$1,654,120$200,400 ▲13.8%8,0890.3%AerospaceBMYBristol Myers Squibb$1,619,598$126,759 ▼-7.3%26,7040.3%MedicalISRGIntuitive Surgical$1,614,848$25,354 ▲1.6%3,5030.3%MedicalNEENextEra Energy$1,569,765$41,796 ▲2.7%16,9010.3%UtilitiesPHRPhreesia$1,395,187$238,202 ▲20.6%166,4900.2%MedicalMDLZMondelez International$1,279,954$308,374 ▼-19.4%22,2060.2%Consumer StaplesIWPiShares Russell Mid-Cap Growth ETF$1,188,3130.0%9,2750.2%ETFHALHalliburton$1,106,342$127,692 ▼-10.3%28,3750.2%EnergyDXCMDexCom$1,057,866$487,642 ▲85.5%16,8450.2%MedicalNTNXNutanix$987,842$162,075 ▲19.6%25,9890.2%Computer and TechnologyIWMiShares Russell 2000 ETF$973,400$3,968 ▼-0.4%3,9250.2%FinanceCVXChevron$921,533$58,967 ▼-6.0%4,4540.2%EnergyDYNE THERAPEUTICS INC$896,982$29,008 ▲3.3%49,4750.2%COMABTAbbott Laboratories$862,928$518,065 ▲150.2%8,4050.1%MedicalABBVAbbVie$857,564$23,924 ▼-2.7%3,9430.1%MedicalSHOPIFY INC$830,3400.0%7,0000.1%CL A SUB VTG SHSEEMAiShares MSCI Emerging Markets Asia ETF$813,940$11,010 ▲1.4%8,5020.1%ManufacturingJPMJPMorgan Chase & Co.$809,535$621,271 ▲330.0%2,7520.1%FinanceRBCRBC Bearings$765,2570.0%1,4090.1%IndustrialsNFLXNetflix$751,893$33,653 ▼-4.3%7,8200.1%Consumer DiscretionarySPGIS&P Global$715,8480.0%1,6830.1%FinanceELEstee Lauder Companies$698,825$493,993 ▼-41.4%9,7370.1%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$689,733$7,027 ▲1.0%12,7610.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$589,5310.0%7,4370.1%ETFATROAstronics$563,9360.0%8,4510.1%AerospaceFLOFlowers Foods$515,692$160,148 ▲45.0%63,2750.1%Consumer StaplesRPMRPM International$510,1210.0%5,1320.1%Basic MaterialsIWFiShares Russell 1000 Growth ETF$506,5640.0%1,1880.1%ETFWATWaters$484,521$484,223 ▲162,600.0%1,6270.1%MedicalSPYSPDR S&P 500 ETF Trust$483,203$25,363 ▲5.5%7430.1%FinanceGPNGlobal Payments$419,279$419,279 ▲New Holding6,2300.1%Business ServicesFCXFreeport-McMoRan$412,8120.0%7,0230.1%Basic MaterialsGE VERNOVA INC$408,518$408,518 ▲New Holding4680.1%COMEPDEnterprise Products Partners$362,9060.0%9,5910.1%EnergyKNFKnife River$357,138$11,431 ▼-3.1%4,3740.1%ConstructionAMATApplied Materials$343,4990.0%1,0050.1%Computer and TechnologyBRK.BBerkshire Hathaway$322,9810.0%6740.1%FinanceMBLYMobileye Global$305,791$1,855 ▲0.6%44,5110.1%Auto/Tires/TrucksPGProcter & Gamble$305,6360.0%2,1160.1%Consumer StaplesCOHRCoherent$289,1870.0%1,2140.0%Business ServicesFITBFifth Third Bancorp$266,588$28,573 ▲12.0%5,7380.0%FinanceKNSLKinsale Capital Group$265,8120.0%7780.0%FinanceKNXKnight-Swift Transportation$261,989$5,758 ▼-2.2%4,5500.0%TransportationShowing largest 100 holdings. 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