ARCADIA INVESTMENT MANAGEMENT CORP/MI

Est. AUM

$583.9M

13F long equity, this entity only

Positions

367

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BROADCOM INC	COM	$40.9M	131995	7.00%	SOLE
2	NVIDIA CORPORATION	COM	$30.8M	176856	5.28%	SOLE
3	APPLE INC	COM	$25.6M	100808	4.38%	SOLE
4	ALPHABET INC	CAP STK CL A	$25.5M	88674	4.37%	SOLE
5	COSTCO WHOLESALE CORPORATION	COM	$23.6M	23656	4.04%	SOLE
6	PALO ALTO NETWORKS INC	COM	$22.0M	137226	3.77%	SOLE
7	STRYKER CORPORATION	COM	$21.9M	66689	3.75%	SOLE
8	MONOLITHIC PWR SYS INC	COM	$21.8M	19901	3.73%	SOLE
9	MICROSOFT CORP	COM	$20.5M	55486	3.52%	SOLE
10	VIATRIS INC	COM	$18.0M	1329326	3.08%	SOLE
11	VISA INC	COM CL A	$17.0M	56402	2.92%	SOLE
12	THERMO FISHER SCIENTIFIC INC	COM	$15.9M	32324	2.72%	SOLE
13	AMAZON COM INC	COM	$15.0M	72119	2.57%	SOLE
14	SUNCOR ENERGY INC NEW	COM	$14.7M	222828	2.52%	SOLE
15	INTERCONTINENTAL EXCHANGE IN	COM	$14.3M	90837	2.45%	SOLE
16	OREILLY AUTOMOTIVE INC	COM	$13.2M	143355	2.27%	SOLE
17	ASML HLDG NV	N Y REGISTRY SHS	$12.9M	9748	2.20%	SOLE
18	PIMCO ETF TR	ENHAN SHRT MA AC	$11.4M	113173	1.95%	SOLE
19	ALPHABET INC	CAP STK CL C	$11.0M	38387	1.89%	SOLE
20	SERVICENOW INC	COM	$8.3M	79325	1.42%	SOLE
21	ELI LILLY & CO	COM	$8.0M	8739	1.38%	SOLE
22	VEEVA SYS INC	CL A COM	$7.7M	43792	1.32%	SOLE
23	TRANE TECHNOLOGIES PLC	SHS	$7.1M	17086	1.22%	SOLE
24	ACCENTURE PLC IRELAND	SHS CLASS A	$7.0M	35289	1.20%	SOLE
25	WATSCO INC	COM	$6.6M	18065	1.13%	SOLE
26	META PLATFORMS INC	CL A	$6.5M	11428	1.12%	SOLE
27	CROWDSTRIKE HLDGS INC	CL A	$6.4M	16318	1.09%	SOLE
28	AMERICAN EXPRESS CO	COM	$6.0M	19982	1.04%	SOLE
29	STARBUCKS CORP	COM	$6.0M	66507	1.02%	SOLE
30	AIR PRODUCTS AND CHEMICALS I	COM	$5.7M	19633	0.98%	SOLE
31	ILLINOIS TOOL WKS INC	COM	$5.5M	21078	0.94%	SOLE
32	ADOBE INC	COM	$5.2M	21248	0.88%	SOLE
33	ZSCALER INC	COM	$5.0M	35991	0.86%	SOLE
34	CBRE GROUP INC	CL A	$5.0M	36766	0.85%	SOLE
35	EVERPURE INC	CL A	$4.7M	80030	0.81%	SOLE
36	ECOLAB INC	COM	$4.1M	15565	0.71%	SOLE
37	GRIFFON CORP	COM	$4.0M	54657	0.68%	SOLE
38	TRACTOR SUPPLY CO	COM	$3.9M	85027	0.66%	SOLE
39	TEXAS PACIFIC LAND CORPORATI	COM	$3.8M	7965	0.65%	SOLE
40	DIGITAL RLTY TR INC	COM	$3.6M	20088	0.62%	SOLE
41	WALMART INC	COM	$3.6M	29050	0.62%	SOLE
42	HOME DEPOT INC	COM	$3.6M	10927	0.62%	SOLE
43	INTUIT	COM	$3.5M	8039	0.60%	SOLE
44	ISHARES TR	CORE S&P500 ETF	$3.3M	5021	0.56%	SOLE
45	FASTENAL CO	COM	$3.2M	68524	0.54%	SOLE
46	UNITED RENTALS INC	COM	$2.9M	4002	0.50%	SOLE
47	AUTOMATIC DATA PROCESSING IN	COM	$2.7M	13420	0.47%	SOLE
48	AAON INC	COM PAR $0.004	$2.6M	31759	0.45%	SOLE
49	ORACLE CORP	COM	$2.5M	17312	0.44%	SOLE
50	ESSENTIAL UTILS INC	COM	$2.5M	63175	0.44%	SOLE

1–50 of 366

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.