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Institutional

ARCADIA INVESTMENT MANAGEMENT CORP/MI

CIK 0001016972
$583.9M
Reported AUM
366
Positions
Q1 2026
Period
2026-04-22
Filed

Editorial summary

Summary for ARCADIA INVESTMENT MANAGEMENT CORP/MI · Q1 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q1 2026

AVGO$40.9MNVDA$30.8MAAPLGOOGLCOSTPANWSYKMPWRMSFTVTRSVTMOOther$300.5MAC

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AVGOBROADCOM INC$388.154.81%34.78%753.17%$40.9M7.00%HELD
2NVDANVIDIA CORPORATION$195.052.66%9.52%751.61%$30.8M5.28%HELD
3AAPLAPPLE INC$333.60-1.36%65.41%124.96%$25.6M4.38%HELD
4GOOGLALPHABET INC$333.62-0.92%76.18%131.67%$25.5M4.37%HELD
5COSTCOSTCO WHOLESALE CORPORATION$954.15-2.04%0.49%120.47%$23.6M4.04%HELD
6PANWPALO ALTO NETWORKS INC$325.773.70%81.72%308.84%$22.0M3.77%HELD
7SYKSTRYKER CORPORATION$348.04-1.20%-7.56%31.42%$21.9M3.75%HELD
8MPWRMONOLITHIC PWR SYS INC$1316.185.40%60.06%161.66%$21.8M3.73%HELD
9MSFTMICROSOFT CORP$451.1415.52%-13.24%55.41%$20.5M3.52%HELD
10VTRSVIATRIS INC$17.76-0.34%110.24%49.20%$18.0M3.08%HELD
11VVISA INC$366.40-0.63%8.37%65.12%$17.0M2.92%HELD
12TMOTHERMO FISHER SCIENTIFIC INC$576.780.06%24.95%5.34%$15.9M2.72%HELD
13AMZNAMAZON COM INC$235.663.98%5.54%30.60%$15.0M2.57%HELD
14SUSUNCOR ENERGY INC NEW$66.731.41%70.98%327.99%$14.7M2.52%HELD
15ICEINTERCONTINENTAL EXCHANGE IN$156.371.35%-16.85%35.32%$14.3M2.45%HELD
16ORLYOREILLY AUTOMOTIVE INC$87.36-3.61%-8.57%128.83%$13.2M2.27%HELD
17ASMLASML HLDG NV$1651.446.50%126.28%95.11%$12.9M2.20%HELD
18MINTPIMCO ETF TR$100.780.03%4.43%19.28%$11.4M1.95%HELD
19GOOGALPHABET INC$333.53-0.66%77.27%132.86%$11.0M1.89%HELD
20NOWSERVICENOW INC$110.07-4.92%-36.70%-10.07%$8.3M1.42%HELD
21LLYELI LILLY & CO$1155.56-4.50%54.61%373.33%$8.0M1.38%HELD
22VEEVVEEVA SYS INC$201.56-3.05%-28.19%-39.14%$7.7M1.32%HELD
23TTTRANE TECHNOLOGIES PLC$440.28-1.46%2.43%139.29%$7.1M1.22%HELD
24ACNACCENTURE PLC IRELAND$163.29-5.71%-34.80%-47.34%$7.0M1.20%HELD
25WSOWATSCO INC$310.73-2.90%-26.16%28.68%$6.6M1.13%HELD
26METAMETA PLATFORMS INC$539.74-7.83%-21.66%55.72%$6.5M1.12%HELD
27CRWDCROWDSTRIKE HLDGS INC$185.353.33%65.87%163.66%$6.4M1.09%HELD
28AXPAMERICAN EXPRESS CO$337.521.82%15.92%116.12%$6.0M1.04%HELD
29SBUXSTARBUCKS CORP$105.851.64%27.23%2.58%$6.0M1.02%HELD
30APDAIR PRODUCTS AND CHEMICALS I$300.202.02%7.23%23.83%$5.7M0.98%HELD
31ITWILLINOIS TOOL WKS INC$283.70-2.99%$5.5M0.94%HELD
32ADBEADOBE INC$247.90-5.90%$5.2M0.88%HELD
33ZSZSCALER INC$148.39-3.50%$5.0M0.86%HELD
34CBRECBRE GROUP INC$149.461.14%$5.0M0.85%HELD
35PEVERPURE INC$75.048.36%$4.7M0.81%HELD
36ECLECOLAB INC$279.34-1.54%$4.1M0.71%HELD
37GFFGRIFFON CORP$87.900.35%$4.0M0.68%HELD
38TSCOTRACTOR SUPPLY CO$30.21-2.55%$3.9M0.66%HELD
39TPLTEXAS PACIFIC LAND CORPORATI$394.251.24%$3.8M0.65%HELD
40DLRDIGITAL RLTY TR INC$193.192.66%$3.6M0.62%HELD
41WMTWALMART INC$111.12-2.71%$3.6M0.62%HELD
42HDHOME DEPOT INC$333.33-1.46%$3.6M0.62%HELD
43INTUINTUIT$315.50-5.29%$3.5M0.60%HELD
44IVVISHARES TR$745.231.65%$3.3M0.56%HELD
45FASTFASTENAL CO$46.66-2.34%$3.2M0.54%HELD
46URIUNITED RENTALS INC$1068.631.28%$2.9M0.50%HELD
47ADPAUTOMATIC DATA PROCESSING IN$263.87-3.48%$2.7M0.47%HELD
48AAONAAON INC$87.593.20%$2.6M0.45%HELD
49ORCLORACLE CORP$127.518.30%$2.5M0.44%HELD
50WTRGESSENTIAL UTILS INC$40.35-0.86%$2.5M0.44%HELD
51EFAISHARES TR$106.242.78%$2.5M0.43%HELD
52MODMODINE MFG CO$193.918.91%$2.4M0.41%HELD
53AESAES CORP$14.850.20%$2.3M0.40%HELD
54MTZMASTEC INC$324.4412.88%$2.3M0.40%HELD
55IRINGERSOLL RAND INC$84.32-0.34%$2.0M0.35%HELD
56BDXBECTON DICKINSON & CO$165.45-1.75%$1.9M0.33%HELD
57QUREQUANTA SVCS INC$42.195.29%$1.8M0.31%HELD
58BWXTBWX TECHNOLOGIES INC$165.595.18%$1.7M0.28%HELD
59BMYBRISTOL-MYERS SQUIBB CO$64.882.81%$1.6M0.28%HELD
60ISRGINTUITIVE SURGICAL INC$352.97-0.04%$1.6M0.28%HELD
61NEENEXTERA ENERGY INC$87.93-0.60%$1.6M0.27%HELD
62PHRPHREESIA INC$10.61-4.76%$1.4M0.24%HELD
63MDLZMONDELEZ INTL INC$63.08-2.94%$1.3M0.22%HELD
64IWPISHARES TR$137.482.35%$1.2M0.20%HELD
65HALHALLIBURTON CO$31.641.44%$1.1M0.19%HELD
66DXCMDEXCOM INC$74.54-0.80%$1.1M0.18%HELD
67NTNXNUTANIX INC$59.26-0.52%$988K0.17%HELD
68IWMISHARES TR$292.541.38%$973K0.17%HELD
69CVXCHEVRON CORPORATION$192.590.38%$922K0.16%HELD
70DYNDYNE THERAPEUTICS INC$25.732.51%$897K0.15%HELD
71ABTABBOTT LABORATORIES$105.63-2.19%$863K0.15%HELD
72ABBVABBVIE INC$257.79-2.09%$858K0.15%HELD
73SHOPSHOPIFY INC$122.40-5.24%$830K0.14%HELD
74EEMAISHARES INC$110.123.30%$814K0.14%HELD
75JPMJPMORGAN CHASE & CO$350.931.80%$810K0.14%HELD
76RBCRBC BEARINGS INC$561.902.11%$765K0.13%HELD
77NFLXNETFLIX INC.$73.19-0.60%$752K0.13%HELD
78SPGIS&P GLOBAL INC$415.00-1.11%$716K0.12%HELD
79ELLAUDER ESTEE COS INC$84.880.89%$699K0.12%HELD
80VWOVANGUARD INTL EQUITY INDEX F$58.192.24%$690K0.12%HELD
81VCSHVANGUARD SCOTTSDALE FDS$78.670.07%$590K0.10%HELD
82ATROASTRONICS CORP$68.415.02%$564K0.10%HELD
83FLOFLOWERS FOODS INC$7.14-4.29%$516K0.09%HELD
84RPMRPM INTL INC$107.83-0.50%$510K0.09%HELD
85IWFISHARES TR$117.432.96%$507K0.09%HELD
86WATWATERS CORP$380.300.22%$485K0.08%HELD
87SPYSTATE STR SPDR S&P 500 ETF T$741.921.71%$483K0.08%HELD
88GPNGLOBAL PMTS INC$86.84-1.62%$419K0.07%HELD
89FCXFREEPORT MCMORAN INC$63.445.75%$413K0.07%HELD
90GEVGE VERNOVA INC$981.989.07%$409K0.07%HELD
91EPDENTERPRISE PRODS PARTNERS L$38.12-1.42%$363K0.06%HELD
92KNFKNIFE RIVER CORP$73.05-4.16%$357K0.06%HELD
93AMATAPPLIED MATLS INC$501.7714.97%$343K0.06%HELD
94BRK/BBERKSHIRE HATHAWAY INC DEL$323K0.06%HELD
95MBLYMOBILEYE GLOBAL INC$7.90-1.37%$306K0.05%HELD
96PGPROCTER & GAMBLE CO$143.95-1.47%$306K0.05%HELD
97COHRCOHERENT CORP$249.0612.16%$289K0.05%HELD
98FITBFIFTH THIRD BANCORP$56.590.04%$267K0.05%HELD
99KNSLKINSALE CAP GROUP INC$355.87-5.52%$266K0.05%HELD
100KNXKNIGHT-SWIFT TRANSN HLDGS IN$69.80-1.75%$262K0.04%HELD
101BRBROADRIDGE FINL SOLUTIONS IN$260K0.04%HELD
102MTSIMACOM TECH SOLUTIONS HLDGS I$254K0.04%HELD
103FTVFORTIVE CORP$249K0.04%HELD
104ZTSZOETIS INC$248K0.04%HELD
105CTASCINTAS CORP$244K0.04%HELD
106BLKBLACKROCK INC$240K0.04%HELD
107CLMBCLIMB GLOBAL SOLUTIONS INC$239K0.04%HELD
108DHRDANAHER CORP DEL$221K0.04%HELD
109WELLWELLTOWER INC$218K0.04%HELD
110CMECME GROUP INC$214K0.04%HELD
111IOTSAMSARA INC$190K0.03%HELD
112NTRANATERA INC$186K0.03%HELD
113MAMASTERCARD INCORPORATED$178K0.03%HELD
114HUBSHUBSPOT INC$171K0.03%HELD
115BTCGRAYSCALE BITCOIN MINI TR ET$166K0.03%HELD
116EXPDEXPEDITORS INTL WASH INC$165K0.03%HELD
117HEIHEICO CORP NEW$165K0.03%HELD
118PENPENUMBRA INC$164K0.03%HELD
119RBARB GLOBAL INC$158K0.03%HELD
120AWKAMERICAN WTR WKS CO INC NEW$156K0.03%HELD
121WCCWESCO INTL INC$150K0.03%HELD
122ETHGRAYSCALE ETHEREUM STAKING$149K0.03%HELD
123CBOECBOE GLOBAL MKTS INC$141K0.02%HELD
124SCHFSCHWAB STRATEGIC TR$133K0.02%HELD
125TJXTJX COS INC NEW$132K0.02%HELD
126VOTVANGUARD INDEX FDS$131K0.02%HELD
127CBCHUBB LTD SWITZ$130K0.02%HELD
128APHAMPHENOL CORP$126K0.02%HELD
129TRPTC ENERGY CORP$125K0.02%HELD
130BKNGBOOKING HOLDINGS INC$122K0.02%HELD
131CDWCDW CORP$121K0.02%HELD
132CRDOCREDO TECHNOLOGY GROUP HOLDI$120K0.02%HELD
133CSCOCISCO SYS INC$117K0.02%HELD
134TMDXTRANSMEDICS GROUP INC$115K0.02%HELD
135RMDRESMED INC$112K0.02%HELD
136NVONOVO-NORDISK A S$110K0.02%HELD
137PFEPFIZER INC$110K0.02%HELD
138MSIMOTOROLA SOLUTIONS INC$109K0.02%HELD
139ENBENBRIDGE INC$108K0.02%HELD
140ECGEVERUS CONSTR GROUP$102K0.02%HELD
141IBITISHARES BITCOIN TRUST ETF$100K0.02%HELD
142XOMEXXON MOBIL CORP$99K0.02%HELD
143RVTYREVVITY INC$96K0.02%HELD
144VXFVANGUARD INDEX FDS$95K0.02%HELD
145WECWEC ENERGY GROUP INC$93K0.02%HELD
146ETNEATON CORP PLC$91K0.02%HELD
147JNJJOHNSON & JOHNSON$88K0.01%HELD
148MUMICRON TECHNOLOGY INC$88K0.01%HELD
149EVNEATON VANCE MUN INCOME TR$86K0.01%HELD
150EXLSEXLSERVICE HLDGS INC$84K0.01%HELD
151FTNTFORTINET INC$82K0.01%HELD
152WMT2WELLS FARGO & CO$82K0.01%HELD
153CALFPACER FDS TR$81K0.01%HELD
154AVNTAVIENT CORPORATION$79K0.01%HELD
155VRRMVERRA MOBILITY CORP$76K0.01%HELD
156SDYSPDR SERIES TRUST$74K0.01%HELD
157IWOISHARES TR$74K0.01%HELD
158MPCMARATHON PETE CORP$73K0.01%HELD
159VGTVANGUARD WORLD FD$72K0.01%HELD
160VTWOVANGUARD SCOTTSDALE FDS$70K0.01%HELD
161CRMSALESFORCE INC$69K0.01%HELD
162BIPBROOKFIELD INFRASTRUCTURE PA$68K0.01%HELD
163GWREGUIDEWIRE SOFTWARE INC$66K0.01%HELD
164EMREMERSON ELEC CO$66K0.01%HELD
165PEPPEPSICO INC$66K0.01%HELD
166RALRALLIANT CORP$62K0.01%HELD
167MDYGSPDR SERIES TRUST$62K0.01%HELD
168MRKMERCK & CO INC$62K0.01%HELD
169SRPTSAREPTA THERAPEUTICS INC$61K0.01%HELD
170BROSDUTCH BROS INC$58K0.01%HELD
171SPYMSPDR SERIES TRUST$54K0.01%HELD
172IEURISHARES TR$53K0.01%HELD
173KKRKKR & CO INC$53K0.01%HELD
174TSLATESLA INC$51K0.01%HELD
175MDYSTATE STR SPDR S&P MIDCAP 40$49K0.01%HELD
176CWANCLEARWATER ANALYTICS HLDGS I$49K0.01%HELD
177SYYSYSCO CORP$46K0.01%HELD
178IVWISHARES TR$44K0.01%HELD
179UNPUNION PAC CORP$43K0.01%HELD
180SNPSSYNOPSYS INC$40K0.01%HELD
181IBDRISHARES TR$36K0.01%HELD
182AMTAMERICAN TOWER CORP$35K0.01%HELD
183IJRISHARES TR$33K0.01%HELD
184KMXCARMAX INC$27K0.00%HELD
185YORWYORK WTR CO$24K0.00%HELD
186VLTOVERALTO CORP$24K0.00%HELD
187HQYHEALTHEQUITY INC$22K0.00%HELD
188STIPISHARES TR$22K0.00%HELD
189IYWISHARES TR$22K0.00%HELD
190IWBISHARES TR$21K0.00%HELD
191AMDADVANCED MICRO DEVICES INC$19K0.00%HELD
192SCHWSCHWAB CHARLES CORP$17K0.00%HELD
193EEMISHARES TR$17K0.00%HELD
194KIMKIMCO REALTY CORP$16K0.00%HELD
195ARCCARES CAPITAL CORP$16K0.00%HELD
196IUSGISHARES TR$16K0.00%HELD
197TAT&T INC$15K0.00%HELD
198FTECFIDELITY COVINGTON TRUST$15K0.00%HELD
199AMGNAMGEN INC$14K0.00%HELD
200IBMINTERNATIONAL BUSINESS MACHS$14K0.00%HELD
201SPYDSPDR SERIES TRUST$14K0.00%HELD
202MSMORGAN STANLEY$13K0.00%HELD
203IJHISHARES TR$12K0.00%HELD
204XSOEWISDOMTREE TR$12K0.00%HELD
205TRMBTRIMBLE INC$11K0.00%HELD
206EMQQEXCHANGE TRADED CONCEPTS TRU$11K0.00%HELD
207BSVVANGUARD BD INDEX FDS$11K0.00%HELD
208IDXXIDEXX LABS INC$10K0.00%HELD
209COOCOOPER COS INC$10K0.00%HELD
210XLKSELECT SECTOR SPDR TR$10K0.00%HELD
211DHSWISDOMTREE TR$9K0.00%HELD
212IEFAISHARES TR$8K0.00%HELD
213IYHISHARES TR$8K0.00%HELD
214QCOMQUALCOMM INC$7K0.00%HELD
215SJNKSPDR SERIES TRUST$7K0.00%HELD
216SOBOSOUTH BOW CORP$7K0.00%HELD
217ARWRARROWHEAD PHARMACEUTICALS IN$6K0.00%HELD
218SMCISUPER MICRO COMPUTER INC$6K0.00%HELD
219SDGRSCHRODINGER INC$6K0.00%HELD
220VOOGVANGUARD ADMIRAL FDS INC$6K0.00%HELD
221VTIVANGUARD INDEX FDS$5K0.00%HELD
222CMCSACOMCAST CORP NEW$5K0.00%HELD
223PRUPRUDENTIAL FINL INC$3K0.00%HELD
224KOCOCA COLA CO$3K0.00%HELD
225CATCATERPILLAR INC$3K0.00%HELD
226IHIISHARES TR$3K0.00%HELD
227PLTRPALANTIR TECHNOLOGIES INC$2K0.00%HELD
228VUGVANGUARD INDEX FDS$2K0.00%HELD
229LRCXLAM RESEARCH CORP$2K0.00%HELD
230IEFISHARES TR$2K0.00%HELD
231QQQINVESCO QQQ TR$2K0.00%HELD
232DEDEERE & CO$2K0.00%HELD
233UNHUNITEDHEALTH GROUP INC$2K0.00%HELD
234ADIANALOG DEVICES INC$2K0.00%HELD
235MCDMCDONALDS CORP$2K0.00%HELD
236ICVTISHARES TR$2K0.00%HELD
237OREALTY INCOME CORP$1K0.00%HELD
238LINLINDE PLC$1K0.00%HELD
239KLACKLA CORP$1K0.00%HELD
240NOCNORTHROP GRUMMAN CORP$1K0.00%HELD
241VRTXVERTEX PHARMACEUTICALS INC$1K0.00%HELD
242WMBWILLIAMS COS INC$1K0.00%HELD
243CSXCSX CORP$1K0.00%HELD
244DALDELTA AIR LINES INC$1K0.00%HELD
245VLOVALERO ENERGY CORP$1K0.00%HELD
246RXRXRECURSION PHARMACEUTICALS IN$1K0.00%HELD
247HLTHILTON WORLDWIDE HLDGS INC$1K0.00%HELD
248TDGTRANSDIGM GROUP INC$1K0.00%HELD
249DVNDEVON ENERGY CORP NEW$1K0.00%HELD
250GWWWW GRAINGER INC$1K0.00%HELD
251MNSTMONSTER BEVERAGE CORP NEW$1K0.00%HELD
252EQIXEQUINIX INC$9810.00%HELD
253AONAON PLC$9690.00%HELD
254DGDOLLAR GEN CORP$9500.00%HELD
255HIGHARTFORD INSURANCE GROUP INC$9470.00%HELD
256HCAHCA HEALTHCARE INC$9470.00%HELD
257LOWLOWES COS INC$9460.00%HELD
258EXPEEXPEDIA GROUP INC$9240.00%HELD
259COPCONOCOPHILLIPS$9240.00%HELD
260CTVACORTEVA INC$9210.00%HELD
261ICLNISHARES TR$9150.00%HELD
262COFCAPITAL ONE FINL CORP$9130.00%HELD
263PHPARKER-HANNIFIN CORP$8960.00%HELD
264AMPAMERIPRISE FINL INC$8890.00%HELD
265EWEDWARDS LIFESCIENCES CORP$8810.00%HELD
266BSXBOSTON SCIENTIFIC CORP$8790.00%HELD
267NRGNRG ENERGY INC$8770.00%HELD
268MCOMOODYS CORP$8730.00%HELD
269EOGEOG RES INC$8680.00%HELD
270MCKMCKESSON CORP$8660.00%HELD
271NSCNORFOLK SOUTHN CORP$8610.00%HELD
272GEGE AEROSPACE$8520.00%HELD
273GSGOLDMAN SACHS GROUP INC$8460.00%HELD
274CEGCONSTELLATION ENERGY CORP$8380.00%HELD
275CDNSCADENCE DESIGN SYSTEM INC$8340.00%HELD
276RCLROYAL CARIBBEAN GROUP$8260.00%HELD
277PFGPRINCIPAL FINANCIAL GROUP IN$8110.00%HELD
278RFREGIONS FINANCIAL CORP NEW$8100.00%HELD
279JCIJOHNSON CONTROLS INTERNATION$7860.00%HELD
280METMETLIFE INC$7780.00%HELD
281BKRBAKER HUGHES COMPANY$7330.00%HELD
282CFGCITIZENS FINL GROUP INC$7200.00%HELD
283ROPROPER TECHNOLOGIES INC$7080.00%HELD
284GRMNGARMIN LTD$6970.00%HELD
285MRPMILLROSE PPTYS INC$6720.00%HELD
286PLDPROLOGIS INC.$6610.00%HELD
287SOXXISHARES TR$6580.00%HELD
288SHWSHERWIN WILLIAMS CO$6420.00%HELD
289SPSMSPDR SERIES TRUST$6290.00%HELD
290TELTE CONNECTIVITY PLC$6280.00%HELD
291LMTLOCKHEED MARTIN CORP$6050.00%HELD
292MLMMARTIN MARIETTA MATLS INC$5890.00%HELD
293FFORD MTR CO$5890.00%HELD
294WTWWILLIS TOWERS WATSON PLC LTD$5820.00%HELD
295UALUNITED AIRLS HLDGS INC$5530.00%HELD
296WDCWESTERN DIGITAL CORP$5410.00%HELD
297BKBANK NEW YORK MELLON CORP$4750.00%HELD
298BACBANK AMERICA CORP$4390.00%HELD
299CAHCARDINAL HEALTH INC$4230.00%HELD
300GLWCORNING INC$4080.00%HELD
301EAELECTRONIC ARTS INC$4080.00%HELD
302PEGPUBLIC SVC ENTERPRISE GROUP$4050.00%HELD
303AEPAMERICAN ELEC PWR CO INC$3940.00%HELD
304STXSEAGATE TECHNOLOGY HLDNGS PL$3920.00%HELD
305CFCF INDUSTRIES HOLD$3900.00%HELD
306TXNTEXAS INSTRS INC$3890.00%HELD
307RTXRTX CORPORATION$3860.00%HELD
308SPGSIMON PPTY GROUP INC NEW$3740.00%HELD
309EMBCEMBECTA CORP$3540.00%HELD
310FOXAFOX CORP$3510.00%HELD
311PMPHILIP MORRIS INTL INC$3310.00%HELD
312VTRVENTAS INC$3280.00%HELD
313NEMNEWMONT CORP$3250.00%HELD
314VEAVANGUARD TAX-MANAGED FDS$3210.00%HELD
315FOXFOX CORP$3190.00%HELD
316CORCENCORA INC$3150.00%HELD
317YUMYUM BRANDS INC$3110.00%HELD
318INTCINTEL CORP$3090.00%HELD
319KMIKINDER MORGAN INC DEL$3020.00%HELD
320ELVELEVANCE HEALTH INC FORMERLY$2930.00%HELD
321MMM3M CO$2910.00%HELD
322RJFRAYMOND JAMES FINL INC$2900.00%HELD
323KRKROGER CO$2900.00%HELD
324CITHE CIGNA GROUP$2670.00%HELD
325TXTTEXTRON INC$2630.00%HELD
326ADSKAUTODESK INC$2400.00%HELD
327PHMPULTE GROUP INC$2360.00%HELD
328WMWASTE MGMT INC DEL$2300.00%HELD
329CCITIGROUP INC$2270.00%HELD
330HONHONEYWELL INTL INC$2270.00%HELD
331ROSTROSS STORES INC$2170.00%HELD
332CVSCVS HEALTH CORP$2160.00%HELD
333PKGPACKAGING CORP AMER$2130.00%HELD
334PODDINSULET CORP$2100.00%HELD
335PNCPNC FINL SVCS GROUP INC$2090.00%HELD
336DOVDOVER CORP$2090.00%HELD
337HSYHERSHEY CO$2080.00%HELD
338MTBM & T BK CORP$2070.00%HELD
339PGRPROGRESSIVE CORP$1990.00%HELD
340SOSOUTHERN CO$1940.00%HELD
341VRSKVERISK ANALYTICS INC$1900.00%HELD
342EBAYEBAY INC.$1830.00%HELD
343PSXPHILLIPS 66$1830.00%HELD
344IVZINVESCO LTD$1710.00%HELD
345NUENUCOR CORP$1700.00%HELD
346CHRWC H ROBINSON WORLDWIDE IN$1670.00%HELD
347EVRGEVERGY INC$1640.00%HELD
348KEYKEYCORP$1610.00%HELD
349XELXCEL ENERGY INC$1590.00%HELD
350VSTVISTRA CORP$1510.00%HELD
351GEHCGE HEALTHCARE TECHNOLOGIES I$1430.00%HELD
352GLGLOBE LIFE INC$1400.00%HELD
353NINISOURCE INC$1400.00%HELD
354APTVAPTIV PLC$1390.00%HELD
355PHINPHINIA INC$1370.00%HELD
356WRBBERKLEY W R CORP$1330.00%HELD
357CPRTCOPART INC$1330.00%HELD
358MCHPMICROCHIP TECHNOLOGY INC.$1300.00%HELD
359QQNITY ELECTRONICS INC$1160.00%HELD
360PCARPACCAR INC$1160.00%HELD
361CARRCARRIER GLOBAL CORPORATION$1130.00%HELD
362GENGEN DIGITAL INC$950.00%HELD
363PAYXPAYCHEX INC$930.00%HELD
364DDDUPONT DE NEMOURS INC$920.00%HELD
365OMCOMNICOM GROUP INC$760.00%HELD
366ACBAURORA CANNABIS INC$140.00%HELD

Source: SEC EDGAR · accession 0001016972-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.