BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener Research
Sign in Register
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 14 of 20  ·  387 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DG DOLLAR GEN CORP NEW Consumer Defensive 8.0 $1K NEW $132.88 -22.1%
262 CEG CONSTELLATION ENERGY CORP Utilities 3.0 $1K NEW $353.33 -26.2%
263 AON AON PLC Financial Services 3.0 $1K NEW $353.00 -8.3%
264 MCO MOODYS CORP Financial Services 2.0 $1K NEW $511.00 -15.0%
265 GWW WW GRAINGER INC Industrials 1.0 $1K NEW $1010.00 +23.2%
266 AMP AMERIPRISE FINL INC Financial Services 2.0 $981.0 NEW $490.50 -5.5%
267 HIG HARTFORD INSURANCE GROUP INC Financial Services 7.0 $965.0 NEW $137.86 -2.1%
268 LOW LOWES COS INC Consumer Cyclical 4.0 $965.0 NEW $241.25 -9.5%
269 NRG NRG ENERGY INC Utilities 6.0 $956.0 NEW $159.33 -22.4%
270 CDNS CADENCE DESIGN SYSTEM INC Technology 3.0 $938.0 NEW $312.67 +8.1%
271 EW EDWARDS LIFESCIENCES CORP Healthcare 11.0 $938.0 NEW $85.27 -3.7%
272 HCA HCA HEALTHCARE INC Healthcare 2.0 $934.0 NEW $467.00 -13.3%
273 GE GE AEROSPACE Industrials 3.0 $925.0 NEW $308.33 -7.5%
274 ROP ROPER TECHNOLOGIES INC Industrials 2.0 $891.0 NEW $445.50 -26.2%
275 GS GOLDMAN SACHS GROUP INC Financial Services 1.0 $879.0 NEW $879.00 +5.7%
276 PH PARKER-HANNIFIN CORP Industrials 1.0 $879.0 NEW $879.00 -3.0%
277 MET METLIFE INC Financial Services 11.0 $869.0 NEW $79.00 +2.6%
278 NSC NORFOLK SOUTHN CORP Industrials 3.0 $867.0 NEW $289.00 +10.1%
279 RF REGIONS FINANCIAL CORP NEW Financial Services 31.0 $841.0 NEW $27.13 -1.1%
280 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 3.0 $837.0 NEW $279.00 -11.4%
Page 14 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%