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CIK: 0001016972
Total reported value
$583.9M
$583.9M
270 檔
20.8%
According to the latest 13F quarterly dataset, Arcadia Investment Management Corp/mi managed an equity portfolio of $583.9M at the end of Q1 2025, spanning 270 distinct U.S. exchange-listed positions.
In Q1 2025, Arcadia Investment Management Corp/mi displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 270 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 4.55% | -0.66% | -19.36% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.52% | -0.13% | -6.33% | |
| 3 | SYK | Stryker CORP | Stock-Healthcare | 4.52% | -0.02% | -3.96% | |
| 4 | PANW | Palo Alto Networks Inc | Stock-Tech | 4.28% | -0.29% | -4.18% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.10% | +0.72% | -6.91% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.99% | -0.84% | -3.44% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.66% | -0.06% | -2.20% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.54% | -0.27% | -2.38% | |
| 9 | ICE | Intercontinental Exchange In | Stock-Financials | 2.91% | +0.05% | -2.90% | |
| 10 | ACN | Accenture plc | Stock-Tech | 2.85% | -0.47% | -1.18% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.80% | -0.31% | -3.73% | |
| 12 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.78% | +0.05% | -8.93% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.64% | -0.19% | -3.17% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.55% | -0.12% | -1.62% | |
| 15 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 2.21% | +0.76% | -4.70% | |
| 16 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.17% | -0.23% | -2.76% | |
| 17 | NOW | Servicenow Inc | Stock-Tech | 1.94% | -0.45% | -0.87% | |
| 18 | SU | Suncor Energy Inc | Stock-Energy | 1.89% | +0.87% | -1.23% | |
| 19 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.82% | -0.25% | -19.82% | |
| 20 | WSO | Watsco Inc | Stock-Industrials | 1.65% | +0.14% | -1.64% | |
| 21 | ITW | Illinois Tool Works | Stock-Industrials | 1.62% | -0.15% | -5.12% | |
| 22 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.58% | +0.14% | -1.20% | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.56% | -0.58% | +28.18% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 1.54% | -0.31% | -0.11% | |
| 25 | TT | Trane Technologies plc | Stock-Industrials | 1.44% | +0.12% | -3.80% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | -0.13% | -1.41% | |
| 27 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.20% | -0.07% | -22.61% | |
| 28 | AXP | American Express Co | Stock-Financials | 1.17% | -0.21% | -4.99% | |
| 29 | ASML | ASML Holding N.V. | Stock-Tech | 1.17% | +0.54% | +7.94% | |
| 30 | ZS | Zscaler Inc | Stock-Tech | 1.08% | -0.40% | +2.54% | |
| 31 | ECL | Ecolab Inc | Stock-Materials | 1.04% | -0.03% | -9.50% | |
| 32 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.03% | -0.07% | -3.18% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.99% | +0.01% | -13.78% | |
| 34 | INTU | Intuit Inc | Stock-Tech | 0.93% | -0.24% | -48.13% | |
| 35 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.84% | -0.08% | -13.71% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.80% | -0.14% | +4.27% | |
| 37 | FAST | Fastenal Co | Stock-Industrials | 0.78% | +0.01% | -20.14% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.74% | -0.07% | -11.20% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | +0.08% | +2.98% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | -0.10% | -0.40% | |
| 41 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.63% | +0.28% | -72.41% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.57% | +0.03% | +4.04% | |
| 43 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.56% | +0.02% | -13.38% | |
| 44 | URI | United Rentals Inc | Stock-Industrials | 0.54% | -0.03% | -1.36% | |
| 45 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.52% | -0.02% | -12.24% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.12% | -3.59% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.02% | +0.04% | |
| 48 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.45% | +0.04% | +0.73% | |
| 49 | P | Everpure Inc-a | Stock-Tech | 0.44% | — | +1.62% | |
| 50 | PHR | Phreesia Inc | Stock-Other | 0.43% | -0.14% | +0.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | SYK | Stryker CORP | — | NEW | New buy |
| 4 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 5 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | NVDA | Nvidia CORP | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 10 | ACN | Accenture plc | — | NEW | New buy |
| 11 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 12 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 13 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 14 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 15 | MPWR | Monolithic Power Systems Inc | — | NEW | New buy |
| 16 | SBUX | Starbucks CORP | — | NEW | New buy |
| 17 | NOW | Servicenow Inc | — | NEW | New buy |
| 18 | SU | Suncor Energy Inc | — | NEW | New buy |
| 19 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 20 | WSO | Watsco Inc | — | NEW | New buy |
| 21 | ITW | Illinois Tool Works | — | NEW | New buy |
| 22 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 23 | MINT | Pimco Enhanced Short Maturit | — | NEW | New buy |
| 24 | ADBE | Adobe Inc | — | NEW | New buy |
| 25 | TT | Trane Technologies plc | — | NEW | New buy |
| 26 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 27 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 28 | AXP | American Express Co | — | NEW | New buy |
| 29 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 30 | ZS | Zscaler Inc | — | NEW | New buy |
| 31 | ECL | Ecolab Inc | — | NEW | New buy |
| 32 | TSCO | Tractor Supply Company | — | NEW | New buy |
| 33 | HD | Home Depot Inc | — | NEW | New buy |
| 34 | INTU | Intuit Inc | — | NEW | New buy |
| 35 | CBRE | Cbre Group Inc - A | — | NEW | New buy |
| 36 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 37 | FAST | Fastenal Co | — | NEW | New buy |
| 38 | ADP | Automatic Data Processing | — | NEW | New buy |
| 39 | WMT | Walmart Inc | — | NEW | New buy |
| 40 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 41 | TPL | Texas Pacific Land CORP | — | NEW | New buy |
| 42 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 43 | IR | Ingersoll-rand Inc | — | NEW | New buy |
| 44 | URI | United Rentals Inc | — | NEW | New buy |
| 45 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 46 | ORCL | Oracle CORP | — | NEW | New buy |
| 47 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 48 | WTRG | Essential Utilities Inc | — | NEW | New buy |
| 49 | P | Everpure Inc-a | — | NEW | New buy |
| 50 | PHR | Phreesia Inc | — | NEW | New buy |
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 270 disclosed positions in Q1 2025.
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, SYK) accounted for 20.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
AVGO
市值: $25.1M
During Q1 2025, Arcadia Investment Management Corp/mi's top holdings by market value included AVGO (4.5%)、AAPL (4.5%)、SYK (4.5%). The largest single position, AVGO, represented 4.5% of total portfolio value.
In Q1 2025, Arcadia Investment Management Corp/mi made 50 total portfolio adjustments, initiating 50 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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