Arcadia Investment Management Corp/Mi Top Holdings and 13F Report (2025) About Arcadia Investment Management Corp/MiInvestment ActivityArcadia Investment Management Corp/Mi has $552.60 million in total holdings as of March 31, 2025.Arcadia Investment Management Corp/Mi owns shares of 270 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 0.92% of the portfolio was purchased this quarter.About 8.45% of the portfolio was sold this quarter.This quarter, Arcadia Investment Management Corp/Mi has purchased 304 new stocks and bought additional shares in 32 stocks.Arcadia Investment Management Corp/Mi sold shares of 77 stocks and completely divested from 37 stocks this quarter.Largest Holdings Broadcom $25,134,257Apple $24,999,032Stryker $24,976,340Palo Alto Networks $23,642,002Costco Wholesale $22,669,544 Largest New Holdings this Quarter 88160R101 - Tesla $26,694 Holding464288224 - iShares Global Clean Energy ETF $571 Holding464287523 - iShares Semiconductor ETF $377 Holding Largest Purchases this Quarter PIMCO Enhanced Short Maturity Exchange-Traded Fund 18,860 shares (about $1.90M)ASML 715 shares (about $473.78K)Griffon 6,260 shares (about $447.59K)iShares Russell Mid-Cap Growth ETF 3,300 shares (about $387.72K)Mobileye Global 22,300 shares (about $321.01K) Largest Sales this Quarter Texas Pacific Land 6,906 shares (about $9.15M)Broadcom 36,039 shares (about $6.03M)Intuit 7,793 shares (about $4.78M)Veeva Systems 10,710 shares (about $2.48M)Becton, Dickinson and Company 8,477 shares (about $1.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArcadia Investment Management Corp/Mi Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$25,134,257$6,034,010 ▼-19.4%150,1184.5%Computer and TechnologyAAPLApple$24,999,032$1,690,637 ▼-6.3%112,5424.5%Computer and TechnologySYKStryker$24,976,340$1,028,521 ▼-4.0%67,0964.5%MedicalPANWPalo Alto Networks$23,642,002$1,030,324 ▼-4.2%138,5494.3%Computer and TechnologyCOSTCostco Wholesale$22,669,544$1,682,553 ▼-6.9%23,9694.1%Retail/WholesaleMSFTMicrosoft$22,027,412$785,688 ▼-3.4%58,6794.0%Computer and TechnologyNVDANVIDIA$20,239,424$455,196 ▼-2.2%186,7453.7%Computer and TechnologyVVisa$19,568,986$477,327 ▼-2.4%55,8383.5%Business ServicesICEIntercontinental Exchange$16,083,038$479,550 ▼-2.9%93,2352.9%FinanceACNAccenture$15,738,986$187,536 ▼-1.2%50,4392.8%Computer and TechnologyTMOThermo Fisher Scientific$15,458,442$599,608 ▼-3.7%31,0662.8%MedicalORLYO'Reilly Automotive$15,371,584$1,507,074 ▼-8.9%10,7302.8%Retail/WholesaleGOOGLAlphabet$14,571,264$476,601 ▼-3.2%94,2272.6%Computer and TechnologyAMZNAmazon.com$14,109,302$232,688 ▼-1.6%74,1582.6%Retail/WholesaleMPWRMonolithic Power Systems$12,223,079$603,179 ▼-4.7%21,0752.2%Computer and TechnologySBUXStarbucks$11,986,712$340,765 ▼-2.8%122,2012.2%Retail/WholesaleNOWServiceNow$10,733,560$93,945 ▼-0.9%13,4821.9%Computer and TechnologySUSuncor Energy$10,457,188$130,293 ▼-1.2%270,0721.9%EnergyVEEVVeeva Systems$10,038,613$2,480,757 ▼-19.8%43,3391.8%MedicalWSOWatsco$9,092,471$151,982 ▼-1.6%17,8881.6%ConstructionITWIllinois Tool Works$8,948,945$482,627 ▼-5.1%36,0831.6%IndustrialsAPDAir Products and Chemicals$8,713,412$106,171 ▼-1.2%29,5451.6%Basic MaterialsMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$8,632,190$1,897,693 ▲28.2%85,7901.6%ETFADBEAdobe$8,510,915$9,205 ▼-0.1%22,1911.5%Computer and TechnologyTTTrane Technologies$7,933,456$312,999 ▼-3.8%23,5471.4%ConstructionGOOGAlphabet$7,464,045$107,018 ▼-1.4%47,7761.4%Computer and TechnologyBDXBecton, Dickinson and Company$6,645,260$1,941,742 ▼-22.6%29,0111.2%MedicalAXPAmerican Express$6,483,836$340,617 ▼-5.0%24,0991.2%FinanceASMLASML$6,442,752$473,780 ▲7.9%9,7231.2%Computer and TechnologyZSZscaler$5,969,665$148,021 ▲2.5%30,0861.1%Computer and TechnologyECLEcolab$5,772,651$605,913 ▼-9.5%22,7701.0%Basic MaterialsTSCOTractor Supply$5,667,035$185,963 ▼-3.2%102,8501.0%Retail/WholesaleHDHome Depot$5,444,576$870,414 ▼-13.8%14,8561.0%Retail/WholesaleINTUIntuit$5,155,675$4,784,825 ▼-48.1%8,3970.9%Computer and TechnologyCBRECBRE Group$4,616,011$733,545 ▼-13.7%35,2960.8%FinanceCRWDCrowdStrike$4,394,910$180,168 ▲4.3%12,4650.8%Computer and TechnologyFASTFastenal$4,320,854$1,089,578 ▼-20.1%55,7170.8%Retail/WholesaleADPAutomatic Data Processing$4,073,334$513,597 ▼-11.2%13,3320.7%Business ServicesWMTWalmart$3,911,923$113,249 ▲3.0%44,5600.7%Retail/WholesaleLLYEli Lilly and Company$3,537,373$14,040 ▼-0.4%4,2830.6%MedicalTPLTexas Pacific Land$3,487,374$9,150,382 ▼-72.4%2,6320.6%EnergyEFAiShares MSCI EAFE ETF$3,130,832$121,614 ▲4.0%38,3070.6%FinanceIRIngersoll Rand$3,101,563$479,060 ▼-13.4%38,7550.6%IndustrialsURIUnited Rentals$2,959,278$40,736 ▼-1.4%4,7220.5%ConstructionMDLZMondelez International$2,891,293$403,233 ▼-12.2%42,6130.5%Consumer StaplesORCLOracle$2,818,570$104,858 ▼-3.6%20,1600.5%Computer and TechnologyIVViShares Core S&P 500 ETF$2,790,396$1,124 ▲0.0%4,9660.5%ETFWTRGEssential Utilities$2,496,399$17,986 ▲0.7%63,1520.5%UtilitiesPSTGPure Storage$2,441,934$38,958 ▲1.6%55,1600.4%Computer and TechnologyPHRPhreesia$2,371,202$15,719 ▲0.7%92,7700.4%MedicalDHRDanaher$2,307,480$77,900 ▼-3.3%11,2560.4%MedicalDLRDigital Realty Trust$2,180,566$15,045 ▼-0.7%15,2180.4%FinanceGFFGriffon$2,131,487$447,590 ▲26.6%29,8110.4%Multi-Sector ConglomeratesMETAMeta Platforms$1,987,866$27,665 ▲1.4%3,4490.4%Computer and TechnologyNXSTNexstar Media Group$1,670,689$77,065 ▼-4.4%9,3220.3%Consumer DiscretionaryMGRCMcGrath RentCorp$1,514,706$557 ▼0.0%13,5970.3%FinanceBMYBristol-Myers Squibb$1,514,138$10,673 ▼-0.7%24,8260.3%MedicalGPNGlobal Payments$1,445,300$27,418 ▲1.9%14,7600.3%Business ServicesZTSZoetis$1,393,273$14,819 ▼-1.1%8,4620.3%MedicalNEENextEra Energy$1,386,822$22,614 ▼-1.6%19,5630.3%UtilitiesHALHalliburton$1,319,367$2,918 ▲0.2%52,0050.2%EnergyELEstée Lauder Companies$1,173,348$116,490 ▼-9.0%17,7780.2%Consumer StaplesMUSAMurphy USA$1,163,720$124,500 ▲12.0%2,4770.2%Retail/WholesaleAAONAAON$1,151,480$32,424 ▲2.9%14,7380.2%ConstructionIWMiShares Russell 2000 ETF$1,133,3030.0%5,6810.2%FinanceABBVAbbVie$1,111,504$455,497 ▼-29.1%5,3050.2%MedicalISRGIntuitive Surgical$1,089,5940.0%2,2000.2%MedicalMBLYMobileye Global$1,080,144$321,009 ▲42.3%75,0360.2%Auto/Tires/TrucksDXCMDexCom$1,031,521$244,820 ▼-19.2%15,1050.2%MedicalKNFKnife River$1,028,6650.0%11,4030.2%ConstructionPEPPepsiCo$1,027,839$47,831 ▼-4.4%6,8550.2%Consumer StaplesIWPiShares Russell Mid-Cap Growth ETF$981,042$387,717 ▲65.3%8,3500.2%ETFVWOVanguard FTSE Emerging Markets ETF$943,853$4,526 ▲0.5%20,8540.2%ETFRPMRPM International$894,7850.0%7,7350.2%ConstructionCVXChevron$870,578$24,257 ▼-2.7%5,2040.2%EnergySPGIS&P Global$853,6080.0%1,6800.2%Business ServicesSHOPShopify$850,7270.0%8,9100.2%Computer and TechnologyXOMExxon Mobil$850,707$27,711 ▼-3.2%7,1530.2%EnergyNFLXNetflix$768,4050.0%8240.1%Consumer DiscretionarySYYSysco$717,671$18,460 ▼-2.5%9,5640.1%Consumer StaplesCALFPacer US Small Cap Cash Cows ETF$659,063$65,063 ▲11.0%17,5750.1%ETFFLOFlowers Foods$645,5800.0%33,9600.1%Consumer StaplesPWRQuanta Services$606,728$69,137 ▲12.9%2,3870.1%ConstructionEEMAiShares MSCI Emerging Markets Asia ETF$599,523$22,221 ▼-3.6%8,0940.1%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$587,077$17,367 ▼-2.9%7,4370.1%ETFFTVFortive$576,5860.0%7,8790.1%Computer and TechnologyNTNXNutanix$568,952$118,677 ▲26.4%8,1500.1%Computer and TechnologyBKNGBooking$525,1880.0%1140.1%Retail/WholesaleJPMJPMorgan Chase & Co.$513,9040.0%2,0950.1%FinanceSRPTSarepta Therapeutics$498,754$56,162 ▲12.7%7,8150.1%MedicalDYNE THERAPEUTICS INC$469,288$785 ▼-0.2%44,8650.1%COMSPYSPDR S&P 500 ETF Trust$453,6660.0%8110.1%FinanceRBCRBC Bearings$453,3740.0%1,4090.1%IndustrialsNVONovo Nordisk A/S$441,222$138,880 ▲45.9%6,3540.1%MedicalABTAbbott Laboratories$438,789$3,051 ▼-0.7%3,3080.1%MedicalHUBSHubSpot$399,9030.0%7000.1%Computer and TechnologyBRBroadridge Financial Solutions$387,9360.0%1,6000.1%Business ServicesPGProcter & Gamble$387,7060.0%2,2750.1%Consumer StaplesEPDEnterprise Products Partners$380,3380.0%11,1410.1%EnergyKNSLKinsale Capital Group$378,6610.0%7780.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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