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Portfolio (Quarterly) Guide ↗

ARCADIA INVESTMENT MANAGEMENT CORP/MI

· CIK 0001016972
13F Portfolio $583.9B AUM 367 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 44 Added 62 Reduced 24 Exited
Page 11 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SPYD SPDR SERIES TRUST 300.0 $14K 0.00% $45.52 +3.2%
202 MS MORGAN STANLEY Financial Services 77.0 $13K 0.00% $164.57 +17.1%
203 IJH ISHARES TR 180.0 $12K 0.00% $67.53 +6.3%
204 XSOE WISDOMTREE TR 297.0 $12K 0.00% +30.0 +11.2% $40.10 +14.8%
205 TRMB TRIMBLE INC Technology 175.0 $11K 0.00% $65.23 -15.2%
206 EMQQ EXCHANGE TRADED CONCEPTS TRU 340.0 $11K 0.00% $33.08 -1.2%
207 BSV VANGUARD BD INDEX FDS 140.0 $11K 0.00% -15.0 -9.7% $78.41 -0.9%
208 IDXX IDEXX LABS INC Healthcare 18.0 $10K 0.00% $561.94 -2.3%
209 COOPER COS INC 140.0 $10K 0.00% $71.50
210 XLK SELECT SECTOR SPDR TR 74.0 $10K 0.00% $132.91 +30.9%
211 DHS WISDOMTREE TR 83.0 $9K 0.00% NEW $109.23 +2.6%
212 IEFA ISHARES TR 90.0 $8K 0.00% -60.0 -40.0% $90.53 +5.7%
213 IYH ISHARES TR 125.0 $8K 0.00% $61.64 +0.3%
214 QCOM QUALCOMM INC Technology 56.0 $7K 0.00% $128.79 +53.3%
215 SJNK SPDR SERIES TRUST 275.0 $7K 0.00% $24.98 -0.3%
216 SOUTH BOW CORP 200.0 $7K 0.00% $33.32
217 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 100.0 $6K 0.00% $62.70 +16.7%
218 SMCI SUPER MICRO COMPUTER INC Technology 275.0 $6K 0.00% $22.77 +36.2%
219 SDGR SCHRODINGER INC Healthcare 550.0 $6K 0.00% $11.36 +6.5%
220 VOOG VANGUARD ADMIRAL FDS INC 15.0 $6K 0.00% $407.73 -80.1%
Page 11 of 19  ·  366 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 39.8%
Healthcare 15.0%
Consumer Cyclical 8.0%
Communication Services 7.9%
Industrials 7.8%
Financial Services 7.4%
Consumer Defensive 5.4%
Energy 3.8%
Basic Materials 2.0%
Real Estate 1.6%