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Portfolio (Quarterly) Guide ↗

ARCADIA INVESTMENT MANAGEMENT CORP/MI

· CIK 0001016972
13F Portfolio $584M AUM 367 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 44 Added 62 Reduced 24 Exited
Page 12 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VTI VANGUARD INDEX FDS 16.0 $5K 0.00% $320.81 +12.2%
222 CMCSA COMCAST CORP NEW Communication Services 161.0 $5K 0.00% $28.71 -13.6%
223 PRU PRUDENTIAL FINL INC Financial Services 32.0 $3K 0.00% $96.44 +4.9%
224 KO COCA COLA CO Consumer Defensive 38.0 $3K $75.11 +9.1%
225 CAT CATERPILLAR INC Industrials 4.0 $3K $708.50 +21.4%
226 IHI ISHARES TR 51.0 $3K $53.35 -5.8%
227 PLTR PALANTIR TECHNOLOGIES INC Technology 15.0 $2K $146.33 -7.6%
228 VUG VANGUARD INDEX FDS 5.0 $2K $436.80 -80.2%
229 LRCX LAM RESEARCH CORP Technology 10.0 $2K $213.70 +27.9%
230 IEF ISHARES TR 20.0 $2K -30.0 -60.0% $95.45 -2.5%
231 QQQ INVESCO QQQ TR Financial Services 3.0 $2K $577.33 +21.5%
232 DE DEERE & CO Industrials 3.0 $2K $563.33 -0.9%
233 UNH UNITEDHEALTH GROUP INC Healthcare 6.0 $2K $270.67 +43.8%
234 ADI ANALOG DEVICES INC Technology 5.0 $2K $318.20 +30.2%
235 MCD MCDONALDS CORP Consumer Cyclical 5.0 $2K $310.80 -9.7%
236 ICVT ISHARES TR 15.0 $2K -15.0 -50.0% $101.80 +12.6%
237 O REALTY INCOME CORP Real Estate 24.0 $1K $62.17 -0.1%
238 LIN LINDE PLC Basic Materials 3.0 $1K -31.0 -91.2% $496.00 +2.0%
239 KLAC KLA CORP Technology 1.0 $1K $1473.00 +18.2%
240 NOC NORTHROP GRUMMAN CORP Industrials 2.0 $1K $682.50 -18.5%
Page 12 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%