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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ARCADIA INVESTMENT MANAGEMENT CORP/MI

Quarter ended Q4 2023 · Filed October 23, 2023 · Accession 0001016972-23-000004

Total Value
$472.3M
Positions
329
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (329)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL123,701$21.2M4.48%
2STRYKER CORPORATIONSYK71,999$19.7M4.17%
3MICROSOFT CORPMSFT61,411$19.4M4.11%
4PALO ALTO NETWORKS INCPANW81,010$19.0M4.02%
5BROADCOM INCAVGO20,977$17.4M3.69%
6THERMO FISHER SCIENTIFIC INCTMO33,374$16.9M3.58%
7ACCENTURE PLC IRELANDACN54,566$16.8M3.55%
8COSTCO WHSL CORP NEW22160K10527,397$15.5M3.28%
9VISA INCV56,424$13.0M2.75%
10ALPHABET INCGOOG95,555$12.5M2.65%
11ILLINOIS TOOL WKS INC45230810950,479$11.6M2.46%
12OREILLY AUTOMOTIVE INC67103H10712,099$11.0M2.33%
13INTERCONTINENTAL EXCHANGE IN45866F10498,556$10.8M2.30%
14MONOLITHIC PWR SYS INC60983910523,441$10.8M2.29%
15STARBUCKS CORPSBUX117,834$10.8M2.28%
16INTUITINTU20,116$10.3M2.18%
17ADOBE INCADBE19,177$9.8M2.07%
18VEEVA SYS INCVEEV44,560$9.1M1.92%
19SUNCOR ENERGY INC NEWSU261,558$9.0M1.90%
20AIR PRODS & CHEMS INCAIIR28,502$8.1M1.71%
21NVIDIA CORPORATIONNVDA17,625$7.7M1.62%
22TEXAS PACIFIC LAND CORPORATITPL4,197$7.7M1.62%
23AMAZON COM INCAMZN59,615$7.6M1.60%
24SERVICENOW INCNOW12,070$6.7M1.43%
25BECTON DICKINSON & COBDX25,724$6.7M1.41%
26BRISTOL-MYERS SQUIBB COCELG-RI109,910$6.4M1.35%
27TRACTOR SUPPLY COTSCO31,012$6.3M1.33%
28ALPHABET INCGOOG47,676$6.3M1.33%
29WATSCO INCWSO-B16,459$6.2M1.32%
30HOME DEPOT INCHD20,103$6.1M1.29%
31LAUDER ESTEE COS INC51843910441,352$6.0M1.27%
32TRANE TECHNOLOGIES PLCTT28,492$5.8M1.22%
33AUTOMATIC DATA PROCESSING INADP19,748$4.8M1.01%
34AMERICAN EXPRESS COAXP31,456$4.7M0.99%
35FASTENAL COFAST83,627$4.6M0.97%
36ZSCALER INCZS28,460$4.4M0.94%
37ISHARES TR46428746558,787$4.1M0.86%
38ECOLAB INCECL23,283$3.9M0.84%
39CBRE GROUP INCCBRE51,510$3.8M0.81%
40MONDELEZ INTL INC60920710553,599$3.7M0.79%
41ASML HOLDING N VASMLF5,771$3.4M0.72%
42ORACLE CORPORCL-PD30,195$3.2M0.68%
43PEPSICO INCPEP18,146$3.1M0.65%
44DANAHER CORPORATION23585110212,028$3.0M0.63%
45ISHARES TR46428765515,661$2.8M0.59%
46ZOETIS INCZTS15,762$2.7M0.58%
47ISHARES TR4642872006,109$2.6M0.56%
48DIGITAL RLTY TR INC25386810321,448$2.6M0.55%
49INGERSOLL RAND INCIR40,682$2.6M0.55%
50NEXSTAR MEDIA GROUP INCNXST17,046$2.4M0.52%
51PATTERSON-UTI ENERGY INCPTEN174,793$2.4M0.51%
52PIMCO ETF TR72201R83323,578$2.4M0.50%
53UNITED RENTALS INCURI4,317$1.9M0.41%
54NEXTERA ENERGY INCNEE-PW32,690$1.9M0.40%
55VANGUARD SCOTTSDALE FDS92206C40922,917$1.7M0.36%
56HALLIBURTON COHAL37,010$1.5M0.32%
57ESSENTIAL UTILS INC29670G10242,381$1.5M0.31%
58SYSCO CORPSYY21,798$1.4M0.30%
59WALMART INCWMT8,327$1.3M0.28%
60VANGUARD INTL EQUITY INDEX F92204285831,147$1.2M0.26%
61PROCTER AND GAMBLE CO7427181098,125$1.2M0.25%
62ABBVIE INCABBV7,646$1.1M0.24%
63CHEVRON CORP NEWCVX6,539$1.1M0.23%
64MCGRATH RENTCORPMGRC9,507$952,9820.20%
65ABBOTT LABSABLZF9,295$900,2170.19%
66PROSHARES TR74347B42561,410$888,6030.19%
67VANGUARD BD INDEX FDS92193782711,475$862,5760.18%
68VALMONT INDS INC9202531013,491$838,5740.18%
69EMERSON ELEC COEMR8,013$773,8160.16%
70EXXON MOBIL CORPXOM6,104$717,7090.15%
71PAYPAL HLDGS INCPYPL12,201$713,2710.15%
72KAMAN CORP483548AF0705,000$690,4550.15%
73FORTIVE CORPFTV8,484$629,1740.13%
74S&P GLOBAL INCSPGI1,680$613,8890.13%
75NASDAQ INCNDAQ12,411$603,0510.13%
76ISHARES INC4642864269,392$591,4150.13%
77EAST WEST BANCORP INCEWBC11,178$589,1930.12%
78JOHNSON & JOHNSONJNJ3,650$568,4880.12%
79AVIENT CORPORATIONAVNT15,157$535,3460.11%
80RPM INTL INC7496851035,617$532,5480.11%
81LIBERTY LATIN AMERICA LTDLILAB540,000$514,5440.11%
82RB GLOBAL INCRBA8,000$500,0000.11%
83ISHARES TR46434VBG419,875$491,5090.10%
84AMGEN INCAMGN1,813$487,2620.10%
85SHOPIFY INCSHOP8,910$486,2190.10%
86REVVITY INCRVTY4,243$469,7010.10%
87STERICYCLE INC85891210810,000$447,1000.09%
88EXPEDITORS INTL WASH INC3021301093,650$418,4000.09%
89PHREESIA INCPHR21,700$405,3560.09%
90KNIFE RIVER CORPKNF8,139$397,4280.08%
91BOOKING HOLDINGS INCBKNG126$388,5780.08%
92ISHARES TR46434VBD115,850$386,2650.08%
93PFIZER INCPFE11,545$382,9480.08%
94QUANTA SVCS INC74762E1022,014$376,7590.08%
95FREEPORT-MCMORAN INCFCX10,000$372,9000.08%
96ELI LILLY & COLLY659$353,9690.07%
97NETFLIX INCNFLX925$349,2800.07%
98HUBSPOT INCHUBS700$344,7500.07%
99MDU RES GROUP INC55269010917,180$336,3850.07%
100VERISK ANALYTICS INCVRSK1,392$328,8470.07%
101SALESFORCE INCCRM1,607$325,8680.07%
102LULULEMON ATHLETICA INCLULU800$308,4880.07%
103RBC BEARINGS INCRBC1,304$305,3060.06%
104NOVO-NORDISK A SNONOF3,354$305,0130.06%
105ENTERPRISE PRODS PARTNERS L29379210711,141$304,9170.06%
106GRAY TELEVISION INCGTN-A43,990$304,4110.06%
107FLYWIRE CORPORATIONFLYW9,466$301,8710.06%
108KINSALE CAP GROUP INC49714P108722$299,0020.06%
109JPMORGAN CHASE & COVYLD2,027$293,9560.06%
110SPDR S&P 500 ETF TRSPY672$287,2670.06%
111BROADRIDGE FINL SOLUTIONS IN11133T1031,600$286,4800.06%
112ISHARES TR46434VAX810,875$275,7900.06%
113CINTAS CORPCTAS565$271,7710.06%
114STATE STR CORPSTT-PG4,000$267,8400.06%
115TRANSMEDICS GROUP INCTMDX4,861$266,1400.06%
116BERKSHIRE HATHAWAY INC DELBRK-A673$235,7520.05%
117SPDR SER TR78468R4089,510$232,6150.05%
118MASTERCARD INCORPORATEDMA568$224,8770.05%
119SPDR SER TR78464A8544,350$218,6310.05%
120WEC ENERGY GROUP INCWEC2,700$217,4850.05%
121MERCK & CO INCMRK2,055$211,5630.04%
122ISHARES TR46435GAA08,975$209,4320.04%
123OLD DOMINION FREIGHT LINE INODFL500$204,5700.04%
124CDW CORPCDW1,000$201,7700.04%
125VANGUARD INDEX FDS922908363501$196,6490.04%
126UPSTART HLDGS INCUPST6,515$185,9390.04%
127BOEING COBA-PA950$182,0960.04%
128PENSKE AUTOMOTIVE GRP INC70959W1031,035$172,9080.04%
129CME GROUP INCCME860$172,1900.04%
130ISHARES TR4642874811,850$168,9980.04%
131BLACKROCK INCBLK250$161,6230.03%
132WALGREENS BOOTS ALLIANCE INC9314271087,267$161,6190.03%
133PENUMBRA INCPEN653$157,9680.03%
134SPDR S&P MIDCAP 400 ETF TRMDY342$156,1710.03%
135ISHARES TR46436E8746,500$154,9600.03%
136MARATHON PETE CORPMARA1,000$151,3400.03%
137GILEAD SCIENCES INCGILD2,000$149,8800.03%
138ISHARES TR464287614555$147,6250.03%
139AMERICAN WTR WKS CO INC NEW0304201031,148$142,1120.03%
140HARTFORD FINL SVCS GROUP INCHIG-PG2,000$141,8200.03%
141SPDR SER TR78468R8533,810$140,5890.03%
142APPLIED MATLS INC0382221051,000$138,4300.03%
143SPROTT PHYSICAL GOLD & SILVESII7,500$129,9000.03%
144ADVANCED MICRO DEVICES INCAMD1,250$128,5250.03%
145QUALCOMM INCQCOM1,150$127,7190.03%
146ALPHATEC HLDGS INCATEC9,758$126,5620.03%
147FLOWERS FOODS INCFLO5,575$123,6540.03%
148ISHARES TR464287622525$123,3280.03%
149ISHARES TR464287598775$117,6610.02%
150INVESCO EXCH TRADED FD TR IIIVZ5,500$115,4450.02%
151ISHARES TR464287648511$114,5410.02%
152AXONICS INC05465P1012,033$114,0920.02%
153OMNICOM GROUP INCOMC1,400$104,2720.02%
154PAYLOCITY HLDG CORPPCTY566$102,8430.02%
155KNIGHT-SWIFT TRANSN HLDGS IN4990491042,050$102,8080.02%
156SPDR SER TR78464A8211,450$100,2530.02%
157VANGUARD SCOTTSDALE FDS92206C6641,400$100,0160.02%
158CARMAX INCKMX1,400$99,0220.02%
159VANGUARD INDEX FDS922908538508$98,9440.02%
160CELSIUS HLDGS INCCELH576$98,8480.02%
161NORFOLK SOUTHN CORP655844108500$98,4650.02%
162TYLER TECHNOLOGIES INCTYL250$96,5350.02%
163EQUITRANS MIDSTREAM CORP29460010110,000$93,7000.02%
164WELLTOWER INCWELL1,101$90,1910.02%
165MERCADOLIBRE INCMELI70$88,7520.02%
166PRUDENTIAL FINL INCPUKPF935$88,6840.02%
167MCDONALDS CORPMCD319$84,0380.02%
168MIDDLEBY CORPMIDD650$83,2000.02%
169COGNEX CORPCGNX1,900$80,6360.02%
170CISCO SYS INCCSCO1,485$79,8340.02%
171SAIA INCSAIA198$78,9330.02%
172FIFTH THIRD BANCORPFITBM3,104$78,6250.02%
173ISHARES TR46434VAX83,100$78,6160.02%
174ASTRONICS CORPATROB4,938$78,2680.02%
175AMERICAN TOWER CORP NEW03027X100475$78,1140.02%
176CBOE GLOBAL MKTS INC12503M108500$78,1050.02%
177SPS COMM INCSPSC456$77,7990.02%
178VERRA MOBILITY CORPVRRM4,158$77,7550.02%
179VERTEX PHARMACEUTICALS INCVRTX221$76,8510.02%
180ISHARES TR46434VBG43,100$76,6630.02%
181SNOWFLAKE INCSNOW500$76,3850.02%
182VANGUARD INDEX FDS922908751404$76,3850.02%
183ISHARES TR46429B747770$74,6290.02%
184NIKE INCNKE775$74,1060.02%
185EATON VANCE MUNI INCOME TRUSETN8,230$73,3300.02%
186LOWES COS INC548661107352$73,1600.02%
187ISHARES TR46432F8421,132$72,8450.02%
188TRIMBLE INCTRMB1,350$72,7110.02%
189TJX COS INC NEW872540109818$72,7100.02%
190V F CORPVFC4,100$72,4470.02%
191COMCAST CORP NEWCCZ1,561$69,2150.01%
192TC ENERGY CORPTRPRF2,000$68,8200.01%
193META PLATFORMS INCMETA228$68,4480.01%
194ENBRIDGE INCENNPF2,000$66,3800.01%
195WESCO INTL INC95082P105450$64,7190.01%
196CSX CORPCSX2,064$63,4750.01%
197SHELL PLCRYDAF984$63,3500.01%
198DIAMONDBACK ENERGY INCFANG400$61,9520.01%
199VERTEX INCVERX2,664$61,5660.01%
200LGI HOMES INCLGIH610$60,6890.01%
201MACOM TECH SOLUTIONS HLDGS I55405Y100738$60,1770.01%
202SPDR SER TR78464A763506$58,1930.01%
203WISDOMTREE TRWT1,794$57,4440.01%
204SI-BONE INCSIBN2,652$56,3560.01%
205FISERV INCFISV495$55,9160.01%
206LATTICE SEMICONDUCTOR CORPLSCC648$55,6770.01%
207SPDR INDEX SHS FDS78463X7721,689$55,5690.01%
208CARRIER GLOBAL CORPORATIONCARR1,000$55,2000.01%
209BROOKFIELD INFRAST PARTNERSG162521011,875$55,1350.01%
210GENERAC HLDGS INCGNRC500$54,4800.01%
211EATON CORP PLCETN250$53,3200.01%
212AFFIRM HLDGS INCAFRM2,500$53,1750.01%
213BEACON ROOFING SUPPLY INC073685109650$50,1610.01%
214UNION PAC CORPUNP246$50,0900.01%
215WELLS FARGO CO NEW9497461011,225$50,0540.01%
216SSGA ACTIVE ETF TR78467V6081,100$46,1230.01%
217IRIDIUM COMMUNICATIONS INCIRDM1,000$45,4800.01%
218TESLA INCTSLA180$45,0400.01%
219GOOSEHEAD INS INCGSHD600$44,7180.01%
220ALLSTATE CORPALL-PJ400$44,5640.01%
221INSPIRE MED SYS INC457730109224$44,4510.01%
222WESTLAKE CORPORATIONWLK350$43,6350.01%
223ELEVANCE HEALTH INCELV100$43,5420.01%
224SCHLUMBERGER LTDSLB745$43,4340.01%
225HEXCEL CORP NEW428291108641$41,7550.01%
226SUN CTRY AIRLS HLDGS INC8666831052,790$41,4040.01%
227OKTA INCOKTA500$40,7550.01%
228PARKER-HANNIFIN CORPPH100$38,9520.01%
229DELTA AIR LINES INC DELDAL1,052$38,9240.01%
230ISHARES TR464287804410$38,6760.01%
231DEXCOM INCDXCM414$38,6270.01%
232SPROUT SOCIAL INCSPT766$38,2010.01%
233COCA COLA COKO665$37,2050.01%
234ORTHOPEDIATRICS CORPKIDS1,127$35,9970.01%
235SILK RD MED INC82710M1002,351$35,2180.01%
236KKR & CO INCKKRT568$34,9890.01%
237FLEXSHARES TRFLEX850$34,3740.01%
238MOBILEYE GLOBAL INCMBLY800$33,2400.01%
239BOSTON SCIENTIFIC CORPBSX626$33,0530.01%
240YORK WTR CO987184108800$29,9970.01%
241FRESHPET INCFRPT441$29,0580.01%
242VANGUARD WORLD FDS92204A70270$29,0430.01%
243ATRICURE INCATRC645$28,2510.01%
244SPRINKLR INCCXM1,950$26,9880.01%
245GLOBAL E ONLINE LTDGLBE670$26,6260.01%
246ENGAGESMART INC29283F1031,447$26,0320.01%
247GENTEX CORPGNTX800$26,0320.01%
248CHIPOTLE MEXICAN GRILL INCCMG14$25,6460.01%
249AEROVIRONMENT INCAVAV227$25,3040.01%
250APPFOLIO INCAPPF138$25,2030.01%
251RYAN SPECIALTY HOLDINGS INCRYAN509$24,6360.01%
252PROGYNY INCPGNY721$24,5290.01%
253BILL HOLDINGS INCBILL225$24,4290.01%
254BWX TECHNOLOGIES INCBWXT315$23,6190.01%
255ISHARES TR46434V738450$22,3470.00%
256EXLSERVICE HOLDINGS INCEXLS795$22,2760.00%
257MYR GROUP INC DELMYRG163$21,9840.00%
258KURA SUSHI USA INCKRUS330$21,8600.00%
259NAPCO SEC TECHNOLOGIES INC630402105944$21,0040.00%
260CREDO TECHNOLOGY GROUP HOLDICRDO1,334$20,3310.00%
261FIVE9 INCFIVN308$19,7990.00%
262WORKIVA INCWK188$19,0520.00%
263KNIGHT-SWIFT TRANSN HLDGS IN499049104378$18,9570.00%
264AERSALE CORPORATIONASLE1,247$18,6180.00%
265ISHARES TR464287630137$18,5710.00%
266WISDOMTREE TRWT687$18,3230.00%
267ARES CAPITAL CORPARCC900$17,5230.00%
268AEHR TEST SYSAEHR380$17,3660.00%
269AGILYSYS INCAGYS260$17,2020.00%
270DNP SELECT INCOME FD INC23325P1041,766$16,8130.00%
271TREACE MED CONCEPTS INC89455T1091,236$16,2170.00%
272DOLLAR GEN CORP NEW256677105150$15,8700.00%
273ASTRAZENECA PLCAZN222$15,0340.00%
274MARSH & MCLENNAN COS INC57174810274$14,0830.00%
275COMERICA INC200340107330$13,7120.00%
276PERMIAN RESOURCES CORPPR941$13,1370.00%
277ROCKWELL AUTOMATION INCROK45$12,8650.00%
278KRANESHARES TR500767827465$12,8070.00%
279RPT REALTY74971D1011,200$12,6720.00%
280ZOOMINFO TECHNOLOGIES INCGTM750$12,3000.00%
281Q2 HLDGS INCQTWO381$12,2950.00%
282FIRST COMWLTH FINL CORP PA319829107978$11,9420.00%
283LINDE PLCLIN31$11,5430.00%
284TACTILE SYS TECHNOLOGY INC87357P100806$11,3410.00%
285RXSIGHT INCRXST405$11,2960.00%
286COOPER COS INC21664840235$11,1310.00%
287SPDR SER TR78464A201150$10,9910.00%
288INTERNATIONAL BUSINESS MACHSINTR76$10,6000.00%
289SPDR SER TR78468R788300$10,5210.00%
290FLOOR & DECOR HLDGS INCFND111$10,0460.00%
291COMMERCIAL METALS COCMC200$9,8820.00%
292HONEYWELL INTL INC43851610653$9,7900.00%
293ISHARES TR464287671100$9,4830.00%
294LYONDELLBASELL INDUSTRIES NLYB100$9,4700.00%
295OUTSET MED INCOM839$9,1290.00%
296SCHWAB CHARLES CORPSCHW-PJ161$8,8390.00%
297CHARTER COMMUNICATIONS INC N16119P10820$8,7970.00%
298ORGANON & COOGN500$8,6800.00%
299FIDELITY COVINGTON TRUST31609280870$8,6060.00%
300COINBASE GLOBAL INCCOIN110$8,2590.00%
301VANGUARD WORLD FDS92204A50435$8,2290.00%
302ASSURANT INCAIZN55$7,8970.00%
303PLUG POWER INCPLUG1,000$7,6000.00%
304REPUBLIC SVCS INC76075910044$6,2710.00%
305VONTIER CORPORATIONVNT186$5,7520.00%
306MORGAN STANLEYMS-PQ70$5,7170.00%
307ADAPTIVE BIOTECHNOLOGIES CORADTI1,000$5,4500.00%
308CITIGROUP INCC-PR125$5,1420.00%
309VANGUARD INDEX FDS92290876916$3,3990.00%
310ARROWHEAD PHARMACEUTICALS INARWR100$2,6870.00%
311RUMBLE INCRUMBW455$2,3210.00%
312SELECT SECTOR SPDR TR81369Y80312$1,9680.00%
313EMBECTA CORPEMBC125$1,8820.00%
314ISHARES TR46428881029$1,4070.00%
315FIDELITY COVINGTON TRUST31609260020$1,2120.00%
316CORE LABORATORIES INCCLB50$1,2010.00%
317LIBERTY ALL STAR EQUITY FD530158104200$1,1840.00%
318SCOTTS MIRACLE-GRO COSMG20$1,0340.00%
319ADAMS DIVERSIFIED EQUITY FD00621210462$1,0300.00%
320INVESCO EXCH TRADED FD TR IIIVZ15$7770.00%
321DISNEY WALT CO2546871069$7300.00%
322SCHWAB STRATEGIC TR80852410212$5990.00%
323EXCHANGE TRADED CONCEPTS TR30150588915$4410.00%
324ETF MANAGERS TR26924G508113$4130.00%
325MASIMO CORPMASI2$1760.00%
326MOLECULAR TEMPLATES INC6085502086$380.00%
327NATIONAL HEALTH INVS INC63633D1041$270.00%
328AURORA CANNABIS INCACB42$250.00%
329WARNER BROS DISCOVERY INCWBD2$220.00%