13F filer
Arcadia Investment Management
Stale filing snapshot.
This manager's latest published quarter is Q1 2026, behind the current site baseline of Q2 2026.
These holdings remain available for historical reference but are excluded from sitewide current-holder totals.
13F Value
$583.9M
Positions
366
Top Position
AVGO7.0%
Top 5
25.1%
Latest filing changes
vs Dec 31, 2025Holdings366
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | 7.0% | $40.9M | -3.3% | 132.0K | 7.7% | Common Stock | |
| 2 | NVDA | 5.3% | $30.8M | +0.2% | 176.9K | 5.3% | Common Stock | |
| 3 | AAPL | 4.4% | $25.6M | -1.3% | 100.8K | 4.5% | Common Stock | |
| 4 | GOOGLFiling details
|
4.4% | $25.5M | -1.3% | 88.7K | 4.6% | Common Stock | |
| 5 | COST | 4.0% | $23.6M | -0.2% | 23.7K | 3.3% | Common Stock | |
| 6 | PANW | 3.8% | $22.0M | +0.9% | 137.2K | 4.1% | Common Stock | |
| 7 | SYK | 3.8% | $21.9M | +1.0% | 66.7K | 3.8% | Common Stock | |
| 8 | MPWR | 3.7% | $21.8M | -1.5% | 19.9K | 3.0% | Common Stock | |
| 9 | MSFT | 3.5% | $20.5M | -0.1% | 55.5K | 4.4% | Common Stock | |
| 10 | VTRS | 3.1% | $18.0M | >999% | 1.33M | 0.2% | Common Stock | |
| 11 | V | 2.9% | $17.0M | +0.8% | 56.4K | 3.2% | Common Stock | |
| 12 | TMO | 2.7% | $15.9M | +0.2% | 32.3K | 3.0% | Common Stock | |
| 13 | AMZN | 2.6% | $15.0M | +0.4% | 72.1K | 2.7% | Common Stock | |
| 14 | SU | 2.5% | $14.7M | -2.9% | 222.8K | 1.7% | Common Stock | |
| 15 | ICE | 2.4% | $14.3M | -0.3% | 90.8K | 2.4% | Common Stock | |
| 16 | ORLY | 2.3% | $13.2M | -4.4% | 143.4K | 2.2% | Common Stock | |
| 17 | ASML | 2.2% | $12.9M | +1.8% | 9.7K | 1.7% | Common Stock | |
| 18 | MINT | 1.9% | $11.4M | -27.1% | 113.2K | 2.5% | ETF | |
| 19 | GOOG | 1.9% | $11.0M | -3.4% | 38.4K | 2.0% | Common Stock | |
| 20 | NOW | 1.4% | $8.3M | +5.4% | 79.3K | 1.9% | Common Stock |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing24
Compared with the immediately prior published filing (Dec 31, 2025). Prior values are shown for context and are not included in current totals.