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Arcadia Investment Management Corp/Mi

Portfolio Manager
Arcadia Investment Management Corp/Mi
Performance
-5.64% (2026 Q1)
AUM (13F)
$583.95M
# of Holdings
366
Performance Rank
Allocation (Top 20)
65.83%

Arcadia Investment Management Corp/Mi Holdings Map

Top 50 Arcadia Investment Management Corp/Mi Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVGO
BROADCOM INC
7%132.0K$40.9M
-3.27%(-4.46K)
2025-Q1: 150.1K shares2025-Q2: 148.7K shares2025-Q3: 143.8K shares2025-Q4: 136.5K shares2026-Q1: 132.0K shares
$24.09(+1630.18%)
2026-03-31
NVDA
NVIDIA CORPORATION
5.28%176.9K$30.8M
+0.25%(+437)
2025-Q1: 186.7K shares2025-Q2: 189.3K shares2025-Q3: 181.7K shares2025-Q4: 176.4K shares2026-Q1: 176.9K shares
$23.83(+847.56%)
2026-03-31
AAPL
APPLE INC
4.38%100.8K$25.6M
-1.34%(-1.36K)
2025-Q1: 112.5K shares2025-Q2: 111.1K shares2025-Q3: 107.5K shares2025-Q4: 102.2K shares2026-Q1: 100.8K shares
$26.90(+1010.94%)
2026-03-31
GOOGL
ALPHABET INC
4.37%88.7K$25.5M
-1.27%(-1.15K)
2025-Q1: 94.2K shares2025-Q2: 93.1K shares2025-Q3: 92.9K shares2025-Q4: 89.8K shares2026-Q1: 88.7K shares
$34.72(+1059.64%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
4.04%23.7K$23.6M
-0.16%(-37)
2025-Q1: 24.0K shares2025-Q2: 23.9K shares2025-Q3: 24.1K shares2025-Q4: 23.7K shares2026-Q1: 23.7K shares
$97.34(+961.33%)
2026-03-31
PANW
PALO ALTO NETWORKS INC
3.77%137.2K$22.0M
+0.91%(+1.24K)
2025-Q1: 138.5K shares2025-Q2: 139.0K shares2025-Q3: 135.2K shares2025-Q4: 136.0K shares2026-Q1: 137.2K shares
$20.10(+1033.15%)
2026-03-31
SYK
STRYKER CORPORATION
3.75%66.7K$21.9M
+1.00%(+660)
2025-Q1: 67.1K shares2025-Q2: 67.4K shares2025-Q3: 67.7K shares2025-Q4: 66.0K shares2026-Q1: 66.7K shares
$116.73(+158.79%)
2026-03-31
MPWR
MONOLITHIC PWR SYS INC
3.73%19.9K$21.8M
-1.54%(-312)
2025-Q1: 21.1K shares2025-Q2: 20.2K shares2025-Q3: 20.3K shares2025-Q4: 20.2K shares2026-Q1: 19.9K shares
$129.98(+1169.70%)
2026-03-31
MSFT
MICROSOFT CORP
3.52%55.5K$20.5M
-0.07%(-38)
2025-Q1: 58.7K shares2025-Q2: 58.9K shares2025-Q3: 57.6K shares2025-Q4: 55.5K shares2026-Q1: 55.5K shares
$123.82(+227.27%)
2026-03-31
VTRS
VIATRIS INC
3.08%1.33M$18.0M
+1521.13%(+1.25M)
2025-Q1: 0 shares2025-Q2: 60.0K shares2025-Q3: 82.0K shares2025-Q4: 82.0K shares2026-Q1: 1.33M shares
$12.73(+36.42%)
2026-03-31

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