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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 Q2 2024 · Filed August 5, 2024 · Accession 0001016972-24-000006

Total Value
$585.5M
Positions
320
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (320)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INCAVGO19,788$31.8M5.43%
2MICROSOFT CORPMSFT61,227$27.4M4.67%
3PALO ALTO NETWORKS INCPANW76,377$25.9M4.42%
4APPLE INCAAPL118,452$24.9M4.26%
5NVIDIA CORPORATIONNVDA196,015$24.2M4.14%
6STRYKER CORPORATIONSYK70,321$23.9M4.09%
7COSTCO WHSL CORP NEW22160K10527,394$23.3M3.98%
8THERMO FISHER SCIENTIFIC INCTMO32,754$18.1M3.09%
9MONOLITHIC PWR SYS INC60983910521,672$17.8M3.04%
10ALPHABET INCGOOG97,316$17.7M3.03%
11ACCENTURE PLC IRELANDACN52,230$15.8M2.71%
12VISA INCV58,129$15.3M2.61%
13AMAZON COM INCAMZN76,543$14.8M2.53%
14INTERCONTINENTAL EXCHANGE IN45866F10496,904$13.3M2.27%
15OREILLY AUTOMOTIVE INC67103H10712,032$12.7M2.17%
16INTUITINTU17,767$11.7M1.99%
17ADOBE INCADBE19,900$11.1M1.89%
18VEEVA SYS INCVEEV59,448$10.9M1.86%
19SUNCOR ENERGY INC NEWSU277,680$10.6M1.81%
20STARBUCKS CORPSBUX135,838$10.6M1.81%
21SERVICENOW INCNOW13,435$10.6M1.81%
22ILLINOIS TOOL WKS INC45230810941,439$9.8M1.68%
23WATSCO INCWSO-B19,877$9.2M1.57%
24ALPHABET INCGOOG45,985$8.4M1.44%
25AIR PRODS & CHEMS INCAIIR31,563$8.1M1.39%
26TRANE TECHNOLOGIES PLCTT24,251$8.0M1.36%
27TEXAS PACIFIC LAND CORPORATITPL10,489$7.7M1.32%
28ASML HOLDING N VASMLF7,354$7.5M1.28%
29TRACTOR SUPPLY COTSCO24,569$6.6M1.13%
30BECTON DICKINSON & COBDX26,903$6.3M1.07%
31ECOLAB INCECL25,840$6.1M1.05%
32HOME DEPOT INCHD17,516$6.0M1.03%
33AMERICAN EXPRESS COAXP25,690$5.9M1.02%
34ZSCALER INCZS30,063$5.8M0.99%
35FASTENAL COFAST71,867$4.5M0.77%
36ISHARES TR46428746553,604$4.2M0.72%
37MONDELEZ INTL INC60920710563,350$4.1M0.71%
38LAUDER ESTEE COS INC51843910437,766$4.0M0.69%
39INGERSOLL RAND INCIR43,934$4.0M0.68%
40ORACLE CORPORCL-PD27,420$3.9M0.66%
41CBRE GROUP INCCBRE41,224$3.7M0.63%
42AUTOMATIC DATA PROCESSING INADP15,311$3.7M0.62%
43MOBILEYE GLOBAL INCMBLY123,241$3.5M0.59%
44UNITED RENTALS INCURI4,787$3.1M0.53%
45DANAHER CORPORATION23585110212,003$3.0M0.51%
46PURE STORAGE INC74624M10245,710$2.9M0.50%
47ESSENTIAL UTILS INC29670G10276,545$2.9M0.49%
48ISHARES TR4642872004,974$2.7M0.46%
49PIMCO ETF TR72201R83326,064$2.6M0.45%
50ELI LILLY & COLLY2,833$2.6M0.44%
51DIGITAL RLTY TR INC25386810315,328$2.3M0.40%
52WALMART INCWMT33,918$2.3M0.39%
53GLOBAL PMTS INC37940X10222,727$2.2M0.38%
54NEXSTAR MEDIA GROUP INCNXST12,642$2.1M0.36%
55PHREESIA INCPHR88,625$1.9M0.32%
56MCGRATH RENTCORPMGRC15,802$1.7M0.29%
57ZOETIS INCZTS9,415$1.6M0.28%
58NEXTERA ENERGY INCNEE-PW21,972$1.6M0.27%
59ISHARES TR4642876557,166$1.5M0.25%
60SYSCO CORPSYY18,822$1.3M0.23%
61ABBVIE INCABBV7,700$1.3M0.23%
62EXXON MOBIL CORPXOM10,992$1.3M0.22%
63VANGUARD INTL EQUITY INDEX F92204285828,581$1.3M0.21%
64IDEXX LABS INC45168D1042,561$1.2M0.21%
65DYNE THERAPEUTICS INCDYN35,175$1.2M0.21%
66PEPSICO INCPEP7,256$1.2M0.20%
67CHEVRON CORP NEWCVX6,714$1.1M0.18%
68BRISTOL-MYERS SQUIBB COCELG-RI24,571$1.0M0.17%
69FLOWERS FOODS INCFLO45,165$1.0M0.17%
70PROSHARES TR74347B42586,825$990,6740.17%
71PATTERSON-UTI ENERGY INCPTEN89,717$929,4690.16%
72GRAY TELEVISION INCGTN-A172,785$898,4820.15%
73RPM INTL INC7496851037,735$832,9050.14%
74KNIFE RIVER CORPKNF11,175$783,8150.13%
75HALLIBURTON COHAL22,195$749,7480.13%
76S&P GLOBAL INCSPGI1,680$749,2800.13%
77ISHARES INC4642864268,869$642,8260.11%
78PACER FDS TR69374H85714,715$640,9860.11%
79AAON INCAAON7,157$624,3770.11%
80VANGUARD SCOTTSDALE FDS92206C4097,957$614,8780.11%
81SHOPIFY INCSHOP8,910$588,5060.10%
82FORTIVE CORPFTV7,879$583,8340.10%
83STERICYCLE INC85891210810,000$581,3000.10%
84NETFLIX INCNFLX824$556,1020.09%
85GRIFFON CORPGFF7,725$493,3190.08%
86FREEPORT-MCMORAN INCFCX10,000$486,0000.08%
87NOVO-NORDISK A SNONOF3,354$478,7500.08%
88ABBOTT LABSABLZF4,598$477,7650.08%
89MURPHY USA INCMUSA1,010$474,1550.08%
90LIBERTY LATIN AMERICA LTDLILAB470,000$474,0570.08%
91BOOKING HOLDINGS INCBKNG116$459,5340.08%
92META PLATFORMS INCMETA868$437,6630.07%
93HUBSPOT INCHUBS700$412,8530.07%
94JPMORGAN CHASE & CO.VYLD1,957$395,8230.07%
95PROCTER AND GAMBLE CO7427181092,331$384,4290.07%
96VALMONT INDS INC9202531011,393$382,3090.07%
97SPDR S&P MIDCAP 400 ETF TRMDY692$370,2760.06%
98ISHARES TR46434VBD113,750$341,8250.06%
99ISHARES TR46434VBG413,600$341,7680.06%
100AVIENT CORPORATIONAVNT7,610$332,1770.06%
101CINTAS CORPCTAS465$325,6210.06%
102ENTERPRISE PRODS PARTNERS L29379210711,141$322,8530.06%
103BROADRIDGE FINL SOLUTIONS IN11133T1031,600$315,2000.05%
104RBC BEARINGS INCRBC1,164$314,0240.05%
105SPDR S&P 500 ETF TRSPY573$311,8390.05%
106VERISK ANALYTICS INCVRSK1,135$305,9400.05%
107ISHARES TR4642874812,450$270,3580.05%
108BERKSHIRE HATHAWAY INC DELBRK-A658$267,6750.05%
109QUANTA SVCS INC74762E1021,000$254,0900.04%
110MASTERCARD INCORPORATEDMA568$250,5790.04%
111KINSALE CAP GROUP INC49714P108649$250,0470.04%
112MERCK & CO INCMRK2,000$247,6000.04%
113LULULEMON ATHLETICA INCLULU800$238,9600.04%
114APPLIED MATLS INC0382221051,000$236,0400.04%
115QUALCOMM INCQCOM1,150$229,0570.04%
116CDW CORPCDW1,000$223,8200.04%
117SALESFORCE INCCRM828$212,8790.04%
118WEC ENERGY GROUP INCWEC2,700$211,8420.04%
119REVVITY INCRVTY1,950$204,4770.03%
120ADVANCED MICRO DEVICES INCAMD1,250$202,7630.03%
121BLACKROCK INCBLK250$196,8300.03%
122DEXCOM INCDXCM1,635$185,3770.03%
123ISHARES TR464287614504$183,7140.03%
124PENUMBRA INCPEN1,006$181,0500.03%
125EXPEDITORS INTL WASH INC3021301091,450$180,9460.03%
126ISHARES TR46435GAA07,500$178,6500.03%
127OLD DOMINION FREIGHT LINE INODFL1,000$176,6000.03%
128NUTANIX INCNTNX3,100$176,2350.03%
129MARATHON PETE CORPMARA1,000$173,4800.03%
130BOEING COBA-PA950$172,9100.03%
131SPDR SER TR78464A8542,550$163,2000.03%
132SPDR SER TR78468R8533,899$161,9260.03%
133ISHARES TR464287622525$156,2090.03%
134ISHARES TR46436E8746,500$155,8700.03%
135VANGUARD INDEX FDS922908363301$150,4200.03%
136AMERICAN WTR WKS CO INC NEW0304201031,148$148,2280.03%
137EMERSON ELEC COEMR1,300$143,2080.02%
138CME GROUP INCCME725$142,5350.02%
139GILEAD SCIENCES INCGILD2,000$137,2200.02%
140OMNICOM GROUP INCOMC1,440$129,1680.02%
141VERALTO CORPVLTO1,349$128,7900.02%
142RB GLOBAL INCRBA1,650$125,9940.02%
143PAYPAL HLDGS INCPYPL2,167$125,7520.02%
144SPDR SER TR78464A8211,400$117,6840.02%
145VANGUARD INDEX FDS922908538508$116,6170.02%
146FISERV INCFISV781$116,4010.02%
147WELLTOWER INCWELL1,101$114,7750.02%
148VANGUARD SCOTTSDALE FDS92206C6641,400$114,7580.02%
149JOHNSON & JOHNSONJNJ777$113,5670.02%
150FIFTH THIRD BANCORPFITBM3,104$113,2650.02%
151TRANSMEDICS GROUP INCTMDX738$111,1580.02%
152PRUDENTIAL FINL INCPUKPF935$109,5250.02%
153PFIZER INCPFE3,900$109,1220.02%
154NORFOLK SOUTHN CORP655844108500$107,3450.02%
155CARMAX INCKMX1,400$102,6760.02%
156ASTRONICS CORPATROB4,881$97,7670.02%
157VAALCO ENERGY INCEGY15,450$96,8720.02%
158RESMED INCRSMDF500$95,7100.02%
159ISHARES TR464287648360$94,5110.02%
160AMERICAN TOWER CORP NEW03027X100475$92,3310.02%
161TJX COS INC NEW872540109818$90,0700.02%
162MACOM TECH SOLUTIONS HLDGS I55405Y100803$89,6150.02%
163VANGUARD INDEX FDS922908751404$88,0890.02%
164SAIA INCSAIA183$86,7960.01%
165CISCO SYS INCCSCO1,802$85,6140.01%
166EATON VANCE MUNI INCOME TRUSETN8,230$85,1810.01%
167CBOE GLOBAL MKTS INC12503M108500$85,0300.01%
168VERRA MOBILITY CORPVRRM3,088$84,0250.01%
169ISHARES TR46432F8421,132$82,2290.01%
170DIAMONDBACK ENERGY INCFANG400$80,0760.01%
171MIDDLEBY CORPMIDD650$79,6970.01%
172EATON CORP PLCETN250$78,3880.01%
173KNIGHT-SWIFT TRANSN HLDGS IN4990491041,550$77,3760.01%
174TC ENERGY CORPTRPRF2,000$75,8000.01%
175TANDEM DIABETES CARE INCTNDM1,851$74,7070.01%
176VERTEX INCVERX2,047$73,7950.01%
177NAPCO SEC TECHNOLOGIES INC6304021051,403$72,8860.01%
178ENBRIDGE INCENNPF2,000$71,1800.01%
179CSX CORPCSX2,064$69,0490.01%
180SNOWFLAKE INCSNOW500$67,5450.01%
181Q2 HLDGS INCQTWO1,119$67,5100.01%
182WESCO INTL INC95082P105415$65,7860.01%
183SPDR SER TR78464A763506$64,3500.01%
184ALLSTATE CORPALL-PJ400$63,8640.01%
185COMCAST CORP NEWCCZ1,561$61,1290.01%
186KKR & CO INCKKRT568$59,7770.01%
187SYNOPSYS INCSNPS100$59,5060.01%
188WELLS FARGO CO NEW9497461011,000$59,3900.01%
189VANGUARD WORLD FD92204A702103$59,3890.01%
190AEROVIRONMENT INCAVAV325$59,2020.01%
191BEACON ROOFING SUPPLY INC073685109650$58,8250.01%
192NATERA INCNTRA538$58,2610.01%
193SPS COMM INCSPSC299$56,2600.01%
194UNION PAC CORPUNP246$55,6570.01%
195FRESHPET INCFRPT427$55,2500.01%
196HEXCEL CORP NEW428291108883$55,1440.01%
197AMGEN INCAMGN175$54,6790.01%
198ELEVANCE HEALTH INCELV100$54,1860.01%
199BROOKFIELD INFRAST PARTNERSG162521011,875$51,4600.01%
200WESTLAKE CORPORATIONWLK350$50,6870.01%
201PARKER-HANNIFIN CORPPH100$50,5810.01%
202CYBERARK SOFTWARE LTDM2682V108182$49,7630.01%
203VANGUARD INDEX FDS922908769185$49,4900.01%
204MERCADOLIBRE INCMELI30$49,3020.01%
205MCDONALDS CORPMCD192$48,9300.01%
206BOSTON SCIENTIFIC CORPBSX626$48,2090.01%
207CELSIUS HLDGS INCCELH821$46,8710.01%
208OKTA INCOKTA500$46,7950.01%
209COHERENT CORPCOHR632$45,7950.01%
210VANGUARD BD INDEX FDS921937827592$45,4070.01%
211PAYMENTUS HOLDINGS INCPAY2,360$44,8400.01%
212SPDR INDEX SHS FDS78463X7721,300$44,7590.01%
213FLYWIRE CORPORATIONFLYW2,682$43,9320.01%
214EXLSERVICE HOLDINGS INCEXLS1,350$42,3230.01%
215MEDPACE HLDGS INCMEDP101$41,5970.01%
216ISHARES TR46434V738675$38,4420.01%
217APPFOLIO INCAPPF144$35,2030.01%
218GUIDEWIRE SOFTWARE INCGWRE255$35,1620.01%
219SCHLUMBERGER LTDSLB745$35,1500.01%
220ISHARES TR46429B747345$34,3250.01%
221RXSIGHT INCRXST561$33,7560.01%
222FTAI AVIATION LTDFTAIN324$33,4470.01%
223AGILYSYS INCAGYS321$33,4170.01%
224ALPHATEC HLDGS INCATEC3,115$32,5520.01%
225PAR TECHNOLOGY CORPPAR672$31,6450.01%
226ISHARES TR464287804280$29,8650.01%
227YORK WTR CO987184108800$29,6770.01%
228CREDO TECHNOLOGY GROUP HOLDICRDO903$28,8330.00%
229DUTCH BROS INCBROS659$27,2830.00%
230GENTEX CORPGNTX800$26,9640.00%
231PROGYNY INCPGNY898$25,6920.00%
232LOAR HOLDINGS INCLOAR480$25,6370.00%
233ISHARES TR46434VBG41,000$25,1300.00%
234MYR GROUP INC DELMYRG181$24,5640.00%
235CAVA GROUP INCCAVA251$23,2810.00%
236STERLING INFRASTRUCTURE INCSTRL196$23,1950.00%
237PROCEPT BIOROBOTICS CORPPRCT366$22,3590.00%
238LATTICE SEMICONDUCTOR CORPLSCC383$22,2110.00%
239CLEARWATER ANALYTICS HLDGS ICWAN1,188$22,0020.00%
240LGI HOMES INCLGIH242$21,6520.00%
241SMITH DOUGLAS HOMES CORPSDHC852$19,9200.00%
242DOLLAR GEN CORP NEW256677105150$19,8350.00%
243VERICEL CORPVCEL411$18,8570.00%
244ARES CAPITAL CORPARCC900$18,7560.00%
245FIVE9 INCFIVN418$18,4340.00%
246INVESCO EXCH TRADED FD TR IIIVZ410$18,3680.00%
247PROSHARES TR74348A467189$18,1690.00%
248ASTRAZENECA PLCAZN222$17,3190.00%
249COMERICA INC200340107330$16,8440.00%
250SPDR GOLD TRGLD78$16,7710.00%
251VOYAGER THERAPEUTICS INCVYGR2,000$15,8200.00%
252QUINSTREET INCQNST948$15,7280.00%
253MARSH & MCLENNAN COS INC57174810274$15,5940.00%
254PERMIAN RESOURCES CORPPR935$15,1010.00%
255MONDAY COM LTDMNDY62$14,9480.00%
256NVIDIA CORPORATIONNVDA120$14,8250.00%
257GLOBAL E ONLINE LTDGLBE407$14,7620.00%
258BROADCOM INCAVGO9$14,4500.00%
259KIMCO RLTY CORP49446R109725$14,1090.00%
260LINDE PLCLIN31$13,6040.00%
261JFROG LTDFROG361$13,5560.00%
262INTERNATIONAL BUSINESS MACHSINTR75$12,9720.00%
263ISHARES TR464287234300$12,7770.00%
264ISHARES TR464287671100$12,7480.00%
265APPLE INCAAPL60$12,6380.00%
266COCA COLA COKO198$12,5730.00%
267ROCKWELL AUTOMATION INCROK45$12,3880.00%
268KURA SUSHI USA INCKRUS196$12,3450.00%
269ASML HOLDING N VASMLF12$12,2730.00%
270COOPER COS INC216648501140$12,2220.00%
271SI-BONE INCSIBN941$12,1580.00%
272SPDR SER TR78468R788300$12,0690.00%
273FIDELITY COVINGTON TRUST31609280870$12,0070.00%
274PALO ALTO NETWORKS INCPANW35$11,8660.00%
275ZSCALER INCZS60$11,5320.00%
276SPDR SER TR78468R408460$11,4870.00%
277LOWES COS INC54866110752$11,4640.00%
278CASTLE BIOSCIENCES INCCSTL522$11,3540.00%
279HONEYWELL INTL INC43851610653$11,3220.00%
280ENFUSION INC2928121041,326$11,2980.00%
281FLOOR & DECOR HLDGS INCFND110$10,9360.00%
282TRIMBLE INCTRMB175$9,7860.00%
283AMAZON COM INCAMZN50$9,6630.00%
284LYONDELLBASELL INDUSTRIES NLYB100$9,5660.00%
285ORTHOPEDIATRICS CORPKIDS330$9,4910.00%
286SERVICENOW INCNOW12$9,4410.00%
287VANGUARD WORLD FD92204A50435$9,3100.00%
288PAYLOCITY HLDG CORPPCTY70$9,2300.00%
289ALPHABET INCGOOG50$9,1080.00%
290ARTIVION INCAORT355$9,1060.00%
291KRANESHARES TRUST500767827465$9,0170.00%
292REPUBLIC SVCS INC76075910044$8,5510.00%
293MONOLITHIC PWR SYS INC60983910510$8,2170.00%
294WISDOMTREE TRWT267$8,1790.00%
295PURE STORAGE INC74624M102125$8,0270.00%
296META PLATFORMS INCMETA15$7,5640.00%
297UNIVERSAL TECHNICAL INST INCUTI446$7,0160.00%
298MORGAN STANLEYMS-PQ70$6,8040.00%
299SCHRODINGER INCSDGR350$6,7690.00%
300MOBILEYE GLOBAL INCMBLY225$6,3200.00%
301FLEXSHARES TRFLEX150$6,0210.00%
302CHARTER COMMUNICATIONS INC N16119P10820$5,9800.00%
303SELECT SECTOR SPDR TR81369Y80324$5,4300.00%
304V F CORPVFC350$4,7250.00%
305ADAPTIVE BIOTECHNOLOGIES CORADTI1,000$3,6200.00%
306ZOOMINFO TECHNOLOGIES INCGTM250$3,1930.00%
307MCKESSON CORPMCK5$2,9210.00%
308ISHARES TR46428881051$2,8590.00%
309UPSTART HLDGS INCUPST115$2,7130.00%
310ARROWHEAD PHARMACEUTICALS INARWR100$2,5990.00%
311VANGUARD ADMIRAL FDS INC9219325056$2,0010.00%
312FIDELITY COVINGTON TRUST31609260020$1,3720.00%
313ADAMS DIVERSIFIED EQUITY FD00621210462$1,3300.00%
314ISHARES TR4642877218$1,2040.00%
315PLUG POWER INCPLUG500$1,1600.00%
316ISHARES TR46428730910$9260.00%
317EMBECTA CORPEMBC40$5000.00%
318EXCHANGE TRADED CONCEPTS TRU30150588915$4980.00%
319AURORA CANNABIS INCACB4$190.00%
320MOLECULAR TEMPLATES INC6085502086$70.00%