Now live: Pro — the full 13F research suite for serious investorsSee pricing →
ARCADIA INVESTMENT MANAGEMENT CORP/MI

Q3 2025 · 13F-HR

ARCADIA INVESTMENT MANAGEMENT CORP/MIholdings as filed

Filed 2025-10-27 · accession 0001016972-25-000007

$648.6M
Reported value
256
Positions
2025-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
11135F101AVGOBROADCOM INC$47.4M7.31%143,771CommonSOLE
67066G104NVDANVIDIA CORPORATION$33.9M5.23%181,725CommonSOLE
594918104MSFTMICROSOFT CORP$29.8M4.60%57,628CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$27.5M4.25%135,235CommonSOLE
037833100AAPLAPPLE INC$27.4M4.22%107,543CommonSOLE
863667101SYKSTRYKER CORPORATION$25.0M3.86%67,655CommonSOLE
02079K305GOOGLALPHABET INC$22.6M3.48%92,851CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$22.3M3.44%24,074CommonSOLE
92826C839VVISA INC$19.4M2.99%56,838CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$18.7M2.89%20,343CommonSOLE
72201R833MINTPIMCO ETF TR$17.1M2.64%169,795CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$16.9M2.61%157,105CommonSOLE
023135106AMZNAMAZON COM INC$16.8M2.58%76,287CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$16.1M2.49%33,232CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$15.3M2.36%90,686CommonSOLE
81762P102NOWSERVICENOW INC$13.1M2.02%14,257CommonSOLE
922475108VEEVVEEVA SYS INC$12.7M1.96%42,754CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$11.0M1.69%44,480CommonSOLE
02079K107GOOGALPHABET INC$10.8M1.67%44,456CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$10.3M1.59%246,547CommonSOLE
98980G102ZSZSCALER INC$10.1M1.55%33,616CommonSOLE
855244109SBUXSTARBUCKS CORP$9.5M1.47%112,802CommonSOLE
N07059210ASMLASML HOLDING N V$9.2M1.42%9,544CommonSOLE
00724F101ADBEADOBE INC$8.4M1.30%23,911CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$8.4M1.29%17,047CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$8.3M1.28%19,638CommonSOLE
025816109AXPAMERICAN EXPRESS CO$7.8M1.20%23,509CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$7.5M1.16%28,744CommonSOLE
942622200WSOWATSCO INC$7.0M1.08%17,322CommonSOLE
532457108LLYELI LILLY & CO$6.9M1.06%9,018CommonSOLE
74624M102PPURE STORAGE INC$6.1M0.94%72,610CommonSOLE
278865100ECLECOLAB INC$5.7M0.88%20,855CommonSOLE
009158106APDAIR PRODS & CHEMS INC$5.7M0.88%20,888CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$5.6M0.87%99,315CommonSOLE
12504L109CBRECBRE GROUP INC$5.6M0.86%35,296CommonSOLE
461202103INTUINTUIT$5.5M0.85%8,096CommonSOLE
437076102HDHOME DEPOT INC$5.4M0.83%13,237CommonSOLE
68389X105ORCLORACLE CORP$5.2M0.80%18,519CommonSOLE
30303M102METAMETA PLATFORMS INC$5.2M0.80%7,073CommonSOLE
911363109URIUNITED RENTALS INC$4.4M0.68%4,632CommonSOLE
931142103WMTWALMART INC$4.0M0.62%39,155CommonSOLE
398433102GFFGRIFFON CORP$4.0M0.62%52,911CommonSOLE
311900104FASTFASTENAL CO$4.0M0.62%81,606CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.7M0.57%12,705CommonSOLE
464287465EFAISHARES TR$3.6M0.55%38,078CommonSOLE
464287200IVVISHARES TR$3.4M0.52%5,056CommonSOLE
253868103DLRDIGITAL RLTY TR INC$3.1M0.48%17,909CommonSOLE
075887109BDXBECTON DICKINSON & CO$3.0M0.46%16,109CommonSOLE
71944F106PHRPHREESIA INC$2.9M0.45%122,975CommonSOLE
45687V106IRINGERSOLL RAND INC$2.9M0.44%34,602CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$2.6M0.41%66,250CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$2.5M0.38%2,671CommonSOLE
000360206AAONAAON INC$2.3M0.35%24,550CommonSOLE
626755102MUSAMURPHY USA INC$2.2M0.34%5,648CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.9M0.29%29,902CommonSOLE
00130H105AESAES CORP$1.8M0.28%138,555CommonSOLE
518439104ELLAUDER ESTEE COS INC$1.8M0.28%20,317CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.7M0.26%22,758CommonSOLE
74349Y753SHPROSHARES TR$1.7M0.26%45,960CommonSOLE
74762E102QUREQUANTA SVCS INC$1.4M0.21%3,305CommonSOLE
464287655IWMISHARES TR$1.3M0.20%5,441CommonSOLE
67059N108NTNXNUTANIX INC$1.3M0.20%17,467CommonSOLE
252131107DXCMDEXCOM INC$1.2M0.19%18,520CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.2M0.19%27,414CommonSOLE
464287481IWPISHARES TR$1.2M0.18%8,425CommonSOLE
580589109MGRCMCGRATH RENTCORP$1.2M0.18%10,152CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.1M0.16%19,521CommonSOLE
82509L107SHOPSHOPIFY INC$1.0M0.16%7,000CommonSOLE
00287Y109ABBVABBVIE INC$1.0M0.16%4,458CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$1.0M0.16%72,716CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$983,9060.15%2,200CommonSOLE
64110L106NFLXNETFLIX INC$975,9210.15%814CommonSOLE
406216101HALHALLIBURTON CO$963,2130.15%39,155CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$927,0060.14%4,688CommonSOLE
749685103RPMRPM INTL INC$845,4360.13%7,172CommonSOLE
78409V104SPGIS&P GLOBAL INC$817,6730.13%1,680CommonNONE
92556V106VTRSVIATRIS INC$811,8000.13%82,000CommonSOLE
464286426EEMAISHARES INC$755,4700.12%8,234CommonSOLE
166764100CVXCHEVRON CORP NEW$703,1540.11%4,528CommonSOLE
464287614IWFISHARES TR$663,7370.10%1,417CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$662,0880.10%2,099CommonSOLE
69374H857CALFPACER FDS TR$651,8850.10%14,890CommonSOLE
26818M108DYNDYNE THERAPEUTICS INC$622,6970.10%49,225CommonSOLE
343498101FLOFLOWERS FOODS INC$604,4110.09%46,315CommonSOLE
498894104KNFKNIFE RIVER CORP$603,8910.09%7,856CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$594,4400.09%7,437CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$579,5770.09%870CommonSOLE
713448108PEPPEPSICO INC$551,2270.08%3,925CommonSOLE
75524B104RBCRBC BEARINGS INC$549,9190.08%1,409CommonSOLE
98978V103ZTSZOETIS INC$526,1710.08%3,596CommonSOLE
002824100ABTABBOTT LABS$436,3590.07%3,258CommonSOLE
046433108ATROASTRONICS CORP$385,4510.06%8,451CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$381,0720.06%1,600CommonSOLE
34959J108FTVFORTIVE CORP$378,6440.06%7,729CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$351,6580.05%590CommonSOLE
172908105CTASCINTAS CORP$348,9420.05%1,700CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$333,3170.05%663CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$332,8910.05%689CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$330,8530.05%778CommonSOLE
443573100HUBSHUBSPOT INC$327,4600.05%700CommonSOLE
742718109PGPROCTER AND GAMBLE CO$322,6650.05%2,100CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$299,8960.05%9,591CommonSOLE
09290D101BLKBLACKROCK INC$291,4680.04%250CommonSOLE
576323109MTZMASTEC INC$274,9510.04%1,292CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$274,5400.04%7,000CommonSOLE
46434VBD1IBDQISHARES TR$270,7930.04%10,750CommonSOLE
235851102DHRDANAHER CORPORATION$268,8410.04%1,356CommonSOLE
30231G102XOMEXXON MOBIL CORP$255,1540.04%2,263CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$248,9000.04%1,350CommonSOLE
871829107SYYSYSCO CORP$245,0310.04%2,976CommonSOLE
607828100MODMODINE MFG CO$240,2510.04%1,690CommonSOLE
316773100FITBFIFTH THIRD BANCORP$227,3840.04%5,104CommonSOLE
79589L106IOTSAMSARA INC$223,5000.03%6,000CommonSOLE
70975L107PENPENUMBRA INC$221,6550.03%875CommonSOLE
038222105AMATAPPLIED MATLS INC$204,7400.03%1,000CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$199,0840.03%350CommonSOLE
95040Q104WELLWELLTOWER INC$196,1240.03%1,101CommonSOLE
12572Q105CMECME GROUP INC$195,8880.03%725CommonSOLE
422806109HEIHEICO CORP NEW$193,6920.03%600CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$185,6530.03%1,275CommonSOLE
74935Q107RBARB GLOBAL INC$178,7940.03%1,650CommonSOLE
670100205NVONOVO-NORDISK A S$166,4700.03%3,000CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$166,2020.03%4,242CommonSOLE
464285204IAUISHARES GOLD TR$166,1340.03%2,283CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$163,1300.03%3,222CommonSOLE
46428Q109SLVISHARES SILVER TR$161,4300.02%3,810CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$159,7390.02%1,148CommonSOLE
12514G108CDWCDW CORP$159,2800.02%1,000CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$156,5790.02%29CommonSOLE
632307104NTRANATERA INC$149,8640.02%931CommonSOLE
922908538VOTVANGUARD INDEX FDS$149,2460.02%508CommonSOLE
78468R853SPSMSPDR SERIES TRUST$145,6310.02%3,144CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$142,4170.02%1,144CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$140,9790.02%1,150CommonSOLE
761152107RMDRESMED INC$136,8650.02%500CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$132,0710.02%5,347CommonSOLE
478160104JNJJOHNSON & JOHNSON$131,2780.02%708CommonSOLE
19247G107COHRCOHERENT CORP$130,7730.02%1,214CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$129,5910.02%1,155CommonSOLE
032095101APHAMPHENOL CORP NEW$123,7500.02%1,000CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$122,6250.02%500CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$121,6990.02%2,764CommonSOLE
872540109TJXTJX COS INC NEW$118,2440.02%818CommonSOLE
56585A102MPCMARATHON PETE CORP$115,6440.02%600CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$114,3230.02%250CommonSOLE
H1467J104CBCHUBB LIMITED$112,9000.02%400CommonSOLE
750940108RALRALLIANT CORP$112,6490.02%2,576CommonSOLE
714046109RVTYREVVITY INC$109,5630.02%1,250CommonSOLE
46435GAA0IBDRISHARES TR$109,3500.02%4,500CommonSOLE
87807B107TRPTC ENERGY CORP$108,8200.02%2,000CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$107,6020.02%1,100CommonSOLE
79466L302CRMSALESFORCE INC$105,4650.02%445CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$103,4550.02%500CommonSOLE
949746101WMT2WELLS FARGO CO NEW$102,3450.02%1,221CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$101,5990.02%442CommonSOLE
29250N105ENBENBRIDGE INC$100,9200.02%2,000CommonSOLE
17275R102CSCOCISCO SYS INC$100,7150.02%1,472CommonSOLE
717081103PFEPFIZER INC$99,3720.02%3,900CommonNONE
G29183103ETNEATON CORP PLC$93,5630.01%250CommonSOLE
92939U106WECWEC ENERGY GROUP INC$91,6720.01%800CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$91,3520.01%475CommonSOLE
27826U108EVNEATON VANCE MUNI INCOME TRUS$91,1070.01%8,230CommonSOLE
95082P105WCCWESCO INTL INC$87,7730.01%415CommonSOLE
34959E109FTNTFORTINET INC$84,0800.01%1,000CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$83,5720.01%856CommonSOLE
92204A702VGTVANGUARD WORLD FD$76,9030.01%103CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$76,6950.01%3,980CommonSOLE
48251W104KKRKKR & CO INC$73,8120.01%568CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$71,5000.01%1,100CommonSOLE
37940X102GPNGLOBAL PMTS INC$71,4490.01%860CommonSOLE
78464A763SDYSPDR SERIES TRUST$70,8620.01%506CommonSOLE
464287689IWVISHARES TR$66,3150.01%175CommonSOLE
05368V106AVNTAVIENT CORPORATION$65,7360.01%1,995CommonSOLE
291011104EMREMERSON ELEC CO$65,5900.01%500CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$62,8780.01%250CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$61,6800.01%1,875CommonSOLE
922908769VTIVANGUARD INDEX FDS$60,7120.01%185CommonSOLE
26701L100BROSDUTCH BROS INC$59,7200.01%1,141CommonSOLE
78464A821MDYGSPDR SERIES TRUST$59,5140.01%650CommonSOLE
143130102KMXCARMAX INC$58,3310.01%1,300CommonSOLE
464287648IWOISHARES TR$56,0070.01%175CommonSOLE
78464A854SPYMSPDR SERIES TRUST$54,8380.01%700CommonSOLE
871607107SNPSSYNOPSYS INC$49,3390.01%100CommonSOLE
92338C103VLTOVERALTO CORP$48,2950.01%453CommonSOLE
88160R101TSLATESLA INC$45,8070.01%103CommonSOLE
46434V738IEURISHARES TR$44,2780.01%650CommonSOLE
58933Y105MRKMERCK & CO INC$41,9650.01%500CommonSOLE
907818108UNPUNION PAC CORP$40,4160.01%171CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$37,0680.01%2,057CommonSOLE
596278101MIDDMIDDLEBY CORP$33,2330.01%250CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$32,3120.00%100CommonSOLE
760759100RSGREPUBLIC SVCS INC$30,2920.00%132CommonSOLE
464287804IJRISHARES TR$29,3520.00%247CommonSOLE
337738108FISVFISERV INC$27,2050.00%211CommonSOLE
960413102WLKWESTLAKE CORPORATION$26,9710.00%350CommonSOLE
464287622IWBISHARES TR$25,5840.00%70CommonSOLE
42226A107HQYHEALTHEQUITY INC$25,3010.00%267CommonSOLE
33939L886RAVIFLEXSHARES TR$25,2610.00%334CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$25,2580.00%4,876CommonSOLE
45168D104IDXXIDEXX LABS INC$24,9170.00%39CommonSOLE
987184108YORWYORK WTR CO$24,3400.00%800CommonSOLE
200340107CMACOMERICA INC$22,6120.00%330CommonSOLE
464287721IYWISHARES TR$22,3290.00%114CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$21,7310.00%550CommonSOLE
46429B747STIPISHARES TR$21,7060.00%210CommonSOLE
74348A467NOBLPROSHARES TR$19,4810.00%189CommonSOLE
389375106GTNGRAY MEDIA INC$19,3630.00%3,350CommonSOLE
04010L103ARCCARES CAPITAL CORP$18,3690.00%900CommonSOLE
126408103CSXCSX CORP$17,5860.00%495CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$17,3760.00%182CommonSOLE
464287671IUSGISHARES TR$16,4540.00%100CommonSOLE
464287234EEMISHARES TR$16,0200.00%300CommonSOLE
49446R109KIMKIMCO RLTY CORP$15,8420.00%725CommonSOLE
301505889EMQQEXCHANGE TRADED CONCEPTS TRU$15,7880.00%340CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$15,5520.00%70CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$15,5190.00%55CommonSOLE
G54950103LINLINDE PLC$14,7250.00%31CommonSOLE
00206R102TAT&T INC$14,1200.00%500CommonSOLE
78468R788SPYDSPDR SERIES TRUST$13,2000.00%300CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$12,2320.00%155CommonSOLE
031162100AMGNAMGEN INC$11,2880.00%40CommonSOLE
438516106HONHONEYWELL INTL INC$11,1570.00%53CommonSOLE
617446448MSMORGAN STANLEY$11,1280.00%70CommonSOLE
80810D103SDGRSCHRODINGER INC$11,0330.00%550CommonNONE
91851C201EGYVAALCO ENERGY INC$10,8540.00%2,700CommonSOLE
97717X578XSOEWISDOMTREE TR$10,1300.00%267CommonSOLE
216648501COOCOOPER COS INC$9,5990.00%140CommonSOLE
747525103QCOMQUALCOMM INC$8,3180.00%50CommonSOLE
464287762IYHISHARES TR$7,3400.00%125CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$7,3290.00%26CommonSOLE
78468R408SJNKSPDR SERIES TRUST$7,0400.00%275CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$6,7120.00%140CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$6,5320.00%15CommonSOLE
33939L795NFRAFLEXSHARES TR$5,7890.00%92CommonSOLE
83671M105SOBOSOUTH BOW CORP$5,6580.00%200CommonSOLE
20030N101CMCSACOMCAST CORP NEW$5,0590.00%161CommonSOLE
58155Q103MCKMCKESSON CORP$3,8630.00%5CommonSOLE
681919106OMCOMNICOM GROUP INC$3,6340.00%50CommonSOLE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$3,4490.00%100CommonSOLE
464288810IHIISHARES TR$3,0650.00%51CommonSOLE
744320102PRUPRUDENTIAL FINL INC$2,8630.00%28CommonSOLE
75629V104RXRXRECURSION PHARMACEUTICALS IN$1,9520.00%400CommonSOLE
191216100KOCOCA COLA CO$1,7600.00%27CommonSOLE
464287309IVWISHARES TR$1,5700.00%13CommonSOLE
922908736VUGVANGUARD INDEX FDS$1,4390.00%3CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$1,3380.00%20CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1,2950.00%8CommonSOLE
247361702DALDELTA AIR LINES INC DEL$1,0790.00%19CommonSOLE
09077B104BCABGBPBIOATLA INC$9660.00%1,403CommonSOLE
756109104OREALTY INCOME CORP$9120.00%15CommonSOLE
464288224ICLNISHARES TR$7740.00%50CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$7300.00%4CommonSOLE
46090E103QQQINVESCO QQQ TR$6010.00%1CommonSOLE
29082K105EMBCEMBECTA CORP$5650.00%40CommonSOLE
464287523SOXXISHARES TR$5430.00%2CommonSOLE
05156X850ACBAURORA CANNABIS INC$240.00%4CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.