ARCADIA INVESTMENT MANAGEMENT CORP/MI
RIA/Wealth
ARCADIA INVESTMENT MANAGEMENT CORP/MI is a RIA/Wealth based in New York, NY led by Michael Lewis Mueller, reporting $687.9M in AUM as of Q3 2025 with 40% Technology concentration.
PresidentMichael Lewis Mueller
- Portfolio Value
- $648.6M
- Positions
- 255
- Top Holding
- AVGO at 7.31%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ARCADIA INVESTMENT MANAGEMENT CORP/MI's portfolio (42.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $47.4M | 7.31% | -$1.6M Sold | 0.00% 143.8K shares | |
Semiconductors Technology | $33.9M | 5.23% | -$1.4M Sold | 0.00% 181.7K shares | |
Software - Infrastructure Technology | $29.8M | 4.60% | -$661.4K Sold | 0.00% 57.6K shares | |
Software - Infrastructure Technology | $27.5M | 4.25% | -$760.1K Sold | 0.02% 135.2K shares | |
Consumer Electronics Technology | $27.4M | 4.22% | -$903.9K Sold | 0.00% 107.5K shares | |
Medical - Devices Healthcare | $25.0M | 3.86% | +$77.3K Bought | 0.02% 67.7K shares | |
Internet Content & Information Communication Services | $22.6M | 3.48% | -$65.6K Sold | 0.00% 92.9K shares | |
Discount Stores Consumer Defensive | $22.3M | 3.44% | +$176.8K Bought | 0.01% 24.1K shares | |
Financial - Credit Services Financial Services | $19.4M | 2.99% | +$240.0K Bought | 0.00% 56.8K shares | |
Semiconductors Technology | $18.7M | 2.89% | +$88.4K Bought | 0.04% 20.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ARCADIA INVESTMENT MANAGEMENT CORP/MI's latest filing
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Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for ARCADIA INVESTMENT MANAGEMENT CORP/MI
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