ARCADIA INVESTMENT MANAGEMENT CORP/MI — 13F holdings

ARCADIA INVESTMENT MANAGEMENT CORP/MI reported 367 holdings worth $584M in its 13F filing for Q1 2026, filed April 22, 2026.

Largest positions

1. AVGO BROADCOM INC — $40.9M (7.0%)
2. NVDA NVIDIA CORPORATION — $30.8M (5.3%)
3. AAPL APPLE INC — $25.6M (4.4%)
4. GOOGL ALPHABET INC — $25.5M (4.4%)
5. COST COSTCO WHSL CORP NEW — $23.6M (4.0%)
6. PANW PALO ALTO NETWORKS INC — $22.0M (3.8%)
7. SYK STRYKER CORPORATION — $21.9M (3.8%)
8. MPWR MONOLITHIC PWR SYS INC — $21.8M (3.7%)
9. MSFT MICROSOFT CORP — $20.5M (3.5%)
10. VTRS VIATRIS INC — $18.0M (3.1%)