Arcadia Investment Management Corp/Mi Top Holdings and 13F Report (2025) About Arcadia Investment Management Corp/MiInvestment ActivityArcadia Investment Management Corp/Mi has $625.26 million in total holdings as of June 30, 2025.Arcadia Investment Management Corp/Mi owns shares of 254 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 6.75% of the portfolio was purchased this quarter.About 2.58% of the portfolio was sold this quarter.This quarter, Arcadia Investment Management Corp/Mi has purchased 270 new stocks and bought additional shares in 41 stocks.Arcadia Investment Management Corp/Mi sold shares of 67 stocks and completely divested from 23 stocks this quarter.Largest Holdings Broadcom $40,979,508NVIDIA $29,909,877Microsoft $29,299,806Palo Alto Networks $28,438,412Stryker $26,683,506 Largest New Holdings this Quarter 92556V106 - Viatris $535,800 Holding750940108 - RALLIANT CORP $56,976 Holding46438F101 - ISHARES BITCOIN TRUST ETF $45,908 Holding86800U302 - SUPER MICRO COMPUTER INC $6,127 Holding247361702 - Delta Air Lines $935 Holding Largest Purchases this Quarter O'Reilly Automotive 146,845 shares (about $13.24M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 101,275 shares (about $10.18M)Eli Lilly and Company 2,740 shares (about $2.14M)AES 197,855 shares (about $2.08M)Meta Platforms 2,290 shares (about $1.69M) Largest Sales this Quarter Trane Technologies 3,705 shares (about $1.62M)Global Payments 13,900 shares (about $1.11M)Becton, Dickinson and Company 4,997 shares (about $860.73K)Suncor Energy 22,605 shares (about $846.56K)Air Products and Chemicals 2,669 shares (about $752.82K) 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$40,979,508$400,519 ▼-1.0%148,6656.6%Computer and TechnologyNVDANVIDIA$29,909,877$406,034 ▲1.4%189,3154.8%Computer and TechnologyMSFTMicrosoft$29,299,806$112,414 ▲0.4%58,9054.7%Computer and TechnologyPANWPalo Alto Networks$28,438,412$85,744 ▲0.3%138,9684.5%Computer and TechnologySYKStryker$26,683,506$138,470 ▲0.5%67,4464.3%MedicalCOSTCostco Wholesale$23,642,887$85,135 ▼-0.4%23,8833.8%Retail/WholesaleAAPLApple$22,793,023$297,292 ▼-1.3%111,0933.6%Computer and TechnologyVVisa$19,930,732$105,450 ▲0.5%56,1353.2%Business ServicesMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$18,806,580$10,181,682 ▲118.0%187,0653.0%ETFICEIntercontinental Exchange$16,831,355$274,471 ▼-1.6%91,7392.7%FinanceAMZNAmazon.com$16,657,625$388,101 ▲2.4%75,9272.7%Retail/WholesaleGOOGLAlphabet$16,410,714$194,910 ▼-1.2%93,1212.6%Computer and TechnologyMPWRMonolithic Power Systems$14,808,251$605,583 ▼-3.9%20,2472.4%Computer and TechnologyACNAccenture$14,603,168$472,545 ▼-3.1%48,8582.3%Computer and TechnologyORLYO'Reilly Automotive$14,202,235$13,235,140 ▲1,368.5%157,5752.3%Retail/WholesaleNOWServiceNow$13,908,895$48,320 ▲0.3%13,5292.2%Computer and TechnologyTMOThermo Fisher Scientific$13,056,623$460,603 ▲3.7%32,2022.1%MedicalVEEVVeeva Systems$12,477,886$2,880 ▼0.0%43,3292.0%MedicalSBUXStarbucks$10,794,579$402,714 ▼-3.6%117,8061.7%Retail/WholesaleZSZscaler$9,701,060$255,861 ▲2.7%30,9011.6%Computer and TechnologySUSuncor Energy$9,267,640$846,557 ▼-8.4%247,4671.5%EnergyADBEAdobe$8,816,609$231,354 ▲2.7%22,7891.4%Computer and TechnologyTTTrane Technologies$8,679,090$1,620,604 ▼-15.7%19,8421.4%ConstructionITWIllinois Tool Works$8,486,362$435,160 ▼-4.9%34,3231.4%IndustrialsGOOGAlphabet$8,379,195$95,791 ▼-1.1%47,2361.3%Computer and TechnologyASMLASML$8,195,816$403,901 ▲5.2%10,2271.3%Computer and TechnologyWSOWatsco$7,789,294$110,405 ▼-1.4%17,6381.2%ConstructionCRWDCrowdStrike$7,661,042$1,312,492 ▲20.7%15,0421.2%Computer and TechnologyAPDAir Products and Chemicals$7,580,645$752,818 ▼-9.0%26,8761.2%Basic MaterialsAXPAmerican Express$7,557,913$129,187 ▼-1.7%23,6941.2%FinanceINTUIntuit$6,613,7300.0%8,3971.1%Computer and TechnologyECLEcolab$5,757,933$377,216 ▼-6.1%21,3700.9%Basic MaterialsLLYEli Lilly and Company$5,474,640$2,135,913 ▲64.0%7,0230.9%MedicalTSCOTractor Supply$5,324,230$103,165 ▼-1.9%100,8950.9%Retail/WholesaleHDHome Depot$5,209,588$237,216 ▼-4.4%14,2090.8%Retail/WholesaleCBRECBRE Group$4,945,6760.0%35,2960.8%FinanceORCLOracle$4,309,198$98,384 ▼-2.2%19,7100.7%Computer and TechnologyMETAMeta Platforms$4,235,899$1,690,226 ▲66.4%5,7390.7%Computer and TechnologyWMTWalmart$4,234,363$122,714 ▼-2.8%43,3050.7%Retail/WholesaleBDXBecton, Dickinson and Company$4,136,412$860,733 ▼-17.2%24,0140.7%MedicalADPAutomatic Data Processing$4,111,5970.0%13,3320.7%Computer and TechnologyPSTGPure Storage$3,890,393$714,280 ▲22.5%67,5650.6%Computer and TechnologyURIUnited Rentals$3,557,5550.0%4,7220.6%ConstructionEFAiShares MSCI EAFE ETF$3,469,852$45,589 ▲1.3%38,8170.6%FinanceFASTFastenal$3,427,452$1,087,338 ▲46.5%81,6060.5%Retail/WholesalePHRPhreesia$3,229,357$589,122 ▲22.3%113,4700.5%MedicalIRIngersoll Rand$3,228,466$4,824 ▲0.1%38,8130.5%IndustrialsDLRDigital Realty Trust$3,106,187$453,254 ▲17.1%17,8180.5%FinanceGFFGriffon$3,090,272$932,849 ▲43.2%42,7010.5%Multi-Sector ConglomeratesIVViShares Core S&P 500 ETF$3,083,3900.0%4,9660.5%ETFTPLTexas Pacific Land$2,822,675$42,256 ▲1.5%2,6720.5%EnergyMUSAMurphy USA$2,564,874$1,557,230 ▲154.5%6,3050.4%Retail/WholesaleMDLZMondelez International$2,426,020$447,802 ▼-15.6%35,9730.4%Consumer StaplesWTRGEssential Utilities$2,310,108$35,357 ▼-1.5%62,2000.4%UtilitiesAESAES$2,224,507$2,081,435 ▲1,454.8%211,4550.4%UtilitiesAAONAAON$2,052,094$965,166 ▲88.8%27,8250.3%ConstructionDXCMDexCom$1,786,827$468,311 ▲35.5%20,4700.3%MedicalELEstee Lauder Companies$1,683,226$246,763 ▲17.2%20,8320.3%Consumer StaplesNEENextEra Energy$1,670,107$312,043 ▲23.0%24,0580.3%UtilitiesMGRCMcGrath RentCorp$1,641,066$64,358 ▲4.1%14,1520.3%FinanceDHRDanaher$1,571,629$651,882 ▼-29.3%7,9560.3%MedicalMBLYMobileye Global$1,447,139$97,991 ▲7.3%80,4860.2%Auto/Tires/TrucksZTSZoetis$1,268,502$51,152 ▼-3.9%8,1340.2%MedicalIWMiShares Russell 2000 ETF$1,220,509$5,395 ▼-0.4%5,6560.2%FinanceISRGIntuitive Surgical$1,195,5020.0%2,2000.2%MedicalIWPiShares Russell Mid-Cap Growth ETF$1,168,379$10,401 ▲0.9%8,4250.2%ETFPWRQuanta Services$1,136,131$233,654 ▲25.9%3,0050.2%ConstructionBMYBristol Myers Squibb$1,108,137$41,059 ▼-3.6%23,9390.2%MedicalNFLXNetflix$1,090,052$13,391 ▼-1.2%8140.2%Consumer DiscretionaryVWOVanguard FTSE Emerging Markets ETF$1,029,807$1,632 ▼-0.2%20,8210.2%ETFSHOPShopify$1,027,7690.0%8,9100.2%Computer and TechnologyABBVAbbVie$931,813$52,902 ▼-5.4%5,0200.1%MedicalKNFKnife River$907,103$23,839 ▼-2.6%11,1110.1%ConstructionNTNXNutanix$895,495$272,509 ▲43.7%11,7150.1%Computer and TechnologySPGIS&P Global$885,8480.0%1,6800.1%FinanceNXSTNexstar Media Group$861,119$751,123 ▼-46.6%4,9790.1%Consumer DiscretionaryHALHalliburton$809,698$250,165 ▼-23.6%39,7300.1%EnergyRPMRPM International$805,677$43,936 ▼-5.2%7,3350.1%Basic MaterialsCALFPacer US Small Cap Cash Cows ETF$685,814$13,935 ▼-2.0%17,2250.1%ETFBKNGBooking$659,9740.0%1140.1%Retail/WholesaleEEMAiShares MSCI Emerging Markets Asia ETF$659,492$8,668 ▼-1.3%7,9890.1%ManufacturingCVXChevron$648,365$96,797 ▼-13.0%4,5280.1%EnergyJPMJPMorgan Chase & Co.$608,522$1,160 ▲0.2%2,0990.1%FinanceFLOFlowers Foods$599,091$56,409 ▲10.4%37,4900.1%Consumer StaplesVCSHVanguard Short-Term Corporate Bond ETF$591,2420.0%7,4370.1%ETFRBCRBC Bearings$542,1840.0%1,4090.1%IndustrialsVTRSViatris$535,800$535,800 ▲New Holding60,0000.1%MedicalDYNE THERAPEUTICS INC$525,647$98,532 ▲23.1%55,2150.1%COMSPYSPDR S&P 500 ETF Trust$499,841$1,236 ▼-0.2%8090.1%FinancePEPPepsiCo$498,451$406,683 ▼-44.9%3,7750.1%Consumer StaplesABTAbbott Laboratories$449,9030.0%3,3080.1%MedicalFCXFreeport-McMoRan$433,5000.0%10,0000.1%Basic MaterialsFTVFortive$410,7330.0%7,8790.1%Computer and TechnologyHUBSHubSpot$389,6410.0%7000.1%Computer and TechnologyBRBroadridge Financial Solutions$388,8480.0%1,6000.1%Computer and TechnologyCTASCintas$378,8790.0%1,7000.1%Business ServicesKNSLKinsale Capital Group$376,4750.0%7780.1%FinanceNVONovo Nordisk A/S$345,100$93,453 ▼-21.3%5,0000.1%MedicalPGProcter & Gamble$334,572$27,881 ▼-7.7%2,1000.1%Consumer StaplesVMIValmont Industries$327,550$45,720 ▼-12.2%1,0030.1%IndustrialsShowing 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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