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CIK: 0001016972
Total reported value
$583.9M
$583.9M
304 檔
25.8%
As reported in its official Q4 2024 Form 13F filing, Arcadia Investment Management Corp/mi's tracked investment portfolio stood at $583.9M with 304 total positions.
During Q4 2024, Arcadia Investment Management Corp/mi's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 304 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 6.90% | -0.66% | -0.89% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.81% | -0.13% | +0.24% | |
| 3 | PANW | Palo Alto Networks Inc | Stock-Tech | 4.21% | -0.29% | +102.89% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.10% | -0.06% | -1.63% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.10% | -0.84% | +0.53% | |
| 6 | SYK | Stryker CORP | Stock-Healthcare | 4.02% | -0.02% | -0.15% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.77% | +0.72% | -2.57% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.94% | -0.19% | +0.89% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.89% | -0.27% | +3.57% | |
| 10 | ACN | Accenture plc | Stock-Tech | 2.87% | -0.47% | +0.10% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.68% | -0.31% | +0.35% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.64% | -0.12% | +0.70% | |
| 13 | NOW | Servicenow Inc | Stock-Tech | 2.30% | -0.45% | +2.08% | |
| 14 | ICE | Intercontinental Exchange In | Stock-Financials | 2.29% | +0.05% | +1.53% | |
| 15 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.23% | +0.05% | -2.03% | |
| 16 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 2.09% | +0.76% | +2.63% | |
| 17 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.83% | -0.23% | -7.33% | |
| 18 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.82% | -0.25% | -5.05% | |
| 19 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.69% | +0.28% | -8.60% | |
| 20 | INTU | Intuit Inc | Stock-Tech | 1.63% | -0.24% | -0.09% | |
| 21 | ADBE | Adobe Inc | Stock-Tech | 1.58% | -0.31% | +11.82% | |
| 22 | SU | Suncor Energy Inc | Stock-Energy | 1.56% | +0.87% | +2.10% | |
| 23 | ITW | Illinois Tool Works | Stock-Industrials | 1.54% | -0.15% | -2.43% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.48% | -0.13% | -1.82% | |
| 25 | TT | Trane Technologies plc | Stock-Industrials | 1.45% | +0.12% | +1.00% | |
| 26 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.39% | +0.14% | -2.32% | |
| 27 | WSO | Watsco Inc | Stock-Industrials | 1.38% | +0.14% | -4.77% | |
| 28 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.36% | -0.07% | +44.10% | |
| 29 | AXP | American Express Co | Stock-Financials | 1.20% | -0.21% | -1.82% | |
| 30 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.07% | -0.58% | +51.16% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 1.07% | +0.01% | -1.90% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 1.00% | +0.54% | +17.83% | |
| 33 | ECL | Ecolab Inc | Stock-Materials | 0.94% | -0.03% | -0.17% | |
| 34 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.90% | -0.07% | +417.04% | |
| 35 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.86% | -0.08% | -0.75% | |
| 36 | ZS | Zscaler Inc | Stock-Tech | 0.85% | -0.40% | +2.57% | |
| 37 | FAST | Fastenal Co | Stock-Industrials | 0.80% | +0.01% | -2.92% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.70% | -0.07% | -0.17% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.65% | -0.14% | +30.79% | |
| 40 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.65% | +0.02% | +0.90% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | +0.08% | +9.45% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.56% | -0.12% | -23.46% | |
| 43 | URI | United Rentals Inc | Stock-Industrials | 0.54% | -0.03% | +0.42% | |
| 44 | P | Everpure Inc-a | Stock-Tech | 0.53% | — | +18.67% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | -0.10% | +79.39% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | -0.02% | — | |
| 47 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.46% | -0.02% | -24.91% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.45% | +0.03% | -0.54% | |
| 49 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.43% | +0.13% | -0.20% | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.43% | -0.01% | -3.06% |
According to official SEC Form 13F filings, Arcadia Investment Management Corp/mi reported a total U.S. public equity portfolio value of $583.9M across 304 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, AAPL, PANW) accounted for 25.8% of total reported equity market value during Q4 2024.
During Q4 2024, Arcadia Investment Management Corp/mi's top holdings by market value included AVGO (6.9%)、AAPL (4.8%)、PANW (4.2%). The largest single position, AVGO, represented 6.9% of total portfolio value.
In Q4 2024, Arcadia Investment Management Corp/mi made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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