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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 Q3 2025 · Filed October 27, 2025 · Accession 0001016972-25-000007

Total Value
$648.6M
Positions
256
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (256)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INCAVGO143,771$47.4M7.31%
2NVIDIA CORPORATIONNVDA181,725$33.9M5.23%
3MICROSOFT CORPMSFT57,628$29.8M4.60%
4PALO ALTO NETWORKS INCPANW135,235$27.5M4.25%
5APPLE INCAAPL107,543$27.4M4.22%
6STRYKER CORPORATIONSYK67,655$25.0M3.86%
7ALPHABET INCGOOG92,851$22.6M3.48%
8COSTCO WHSL CORP NEW22160K10524,074$22.3M3.44%
9VISA INCV56,838$19.4M2.99%
10MONOLITHIC PWR SYS INC60983910520,343$18.7M2.89%
11PIMCO ETF TR72201R833169,795$17.1M2.64%
12OREILLY AUTOMOTIVE INC67103H107157,105$16.9M2.61%
13AMAZON COM INCAMZN76,287$16.8M2.58%
14THERMO FISHER SCIENTIFIC INCTMO33,232$16.1M2.49%
15INTERCONTINENTAL EXCHANGE IN45866F10490,686$15.3M2.36%
16SERVICENOW INCNOW14,257$13.1M2.02%
17VEEVA SYS INCVEEV42,754$12.7M1.96%
18ACCENTURE PLC IRELANDACN44,480$11.0M1.69%
19ALPHABET INCGOOG44,456$10.8M1.67%
20SUNCOR ENERGY INC NEWSU246,547$10.3M1.59%
21ZSCALER INCZS33,616$10.1M1.55%
22STARBUCKS CORPSBUX112,802$9.5M1.47%
23ASML HOLDING N VASMLF9,544$9.2M1.42%
24ADOBE INCADBE23,911$8.4M1.30%
25CROWDSTRIKE HLDGS INCCRWD17,047$8.4M1.29%
26TRANE TECHNOLOGIES PLCTT19,638$8.3M1.28%
27AMERICAN EXPRESS COAXP23,509$7.8M1.20%
28ILLINOIS TOOL WKS INC45230810928,744$7.5M1.16%
29WATSCO INCWSO-B17,322$7.0M1.08%
30ELI LILLY & COLLY9,018$6.9M1.06%
31PURE STORAGE INC74624M10272,610$6.1M0.94%
32ECOLAB INCECL20,855$5.7M0.88%
33AIR PRODS & CHEMS INCAIIR20,888$5.7M0.88%
34TRACTOR SUPPLY COTSCO99,315$5.6M0.87%
35CBRE GROUP INCCBRE35,296$5.6M0.86%
36INTUITINTU8,096$5.5M0.85%
37HOME DEPOT INCHD13,237$5.4M0.83%
38ORACLE CORPORCL-PD18,519$5.2M0.80%
39META PLATFORMS INCMETA7,073$5.2M0.80%
40UNITED RENTALS INCURI4,632$4.4M0.68%
41WALMART INCWMT39,155$4.0M0.62%
42GRIFFON CORPGFF52,911$4.0M0.62%
43FASTENAL COFAST81,606$4.0M0.62%
44AUTOMATIC DATA PROCESSING INADP12,705$3.7M0.57%
45ISHARES TR46428746538,078$3.6M0.55%
46ISHARES TR4642872005,056$3.4M0.52%
47DIGITAL RLTY TR INC25386810317,909$3.1M0.48%
48BECTON DICKINSON & COBDX16,109$3.0M0.46%
49PHREESIA INCPHR122,975$2.9M0.45%
50INGERSOLL RAND INCIR34,602$2.9M0.44%
51ESSENTIAL UTILS INC29670G10266,250$2.6M0.41%
52TEXAS PACIFIC LAND CORPORATITPL2,671$2.5M0.38%
53AAON INCAAON24,550$2.3M0.35%
54MURPHY USA INCMUSA5,648$2.2M0.34%
55MONDELEZ INTL INC60920710529,902$1.9M0.29%
56AES CORPAES138,555$1.8M0.28%
57LAUDER ESTEE COS INC51843910420,317$1.8M0.28%
58NEXTERA ENERGY INCNEE-PW22,758$1.7M0.26%
59PROSHARES TR74349Y75345,960$1.7M0.26%
60QUANTA SVCS INC74762E1023,305$1.4M0.21%
61ISHARES TR4642876555,441$1.3M0.20%
62NUTANIX INCNTNX17,467$1.3M0.20%
63DEXCOM INCDXCM18,520$1.2M0.19%
64BRISTOL-MYERS SQUIBB COCELG-RI27,414$1.2M0.19%
65ISHARES TR4642874818,425$1.2M0.18%
66MCGRATH RENTCORPMGRC10,152$1.2M0.18%
67VANGUARD INTL EQUITY INDEX F92204285819,521$1.1M0.16%
68SHOPIFY INCSHOP7,000$1.0M0.16%
69ABBVIE INCABBV4,458$1.0M0.16%
70MOBILEYE GLOBAL INCMBLY72,716$1.0M0.16%
71INTUITIVE SURGICAL INCISRG2,200$983,9060.15%
72NETFLIX INCNFLX814$975,9210.15%
73HALLIBURTON COHAL39,155$963,2130.15%
74NEXSTAR MEDIA GROUP INCNXST4,688$927,0060.14%
75RPM INTL INC7496851037,172$845,4360.13%
76S&P GLOBAL INCSPGI1,680$817,6730.13%
77VIATRIS INCVTRS82,000$811,8000.13%
78ISHARES INC4642864268,234$755,4700.12%
79CHEVRON CORP NEWCVX4,528$703,1540.11%
80ISHARES TR4642876141,417$663,7370.10%
81JPMORGAN CHASE & CO.VYLD2,099$662,0880.10%
82PACER FDS TR69374H85714,890$651,8850.10%
83DYNE THERAPEUTICS INCDYN49,225$622,6970.10%
84FLOWERS FOODS INCFLO46,315$604,4110.09%
85KNIFE RIVER CORPKNF7,856$603,8910.09%
86VANGUARD SCOTTSDALE FDS92206C4097,437$594,4400.09%
87SPDR S&P 500 ETF TRSPY870$579,5770.09%
88PEPSICO INCPEP3,925$551,2270.08%
89RBC BEARINGS INCRBC1,409$549,9190.08%
90ZOETIS INCZTS3,596$526,1710.08%
91ABBOTT LABSABLZF3,258$436,3590.07%
92ASTRONICS CORPATROB8,451$385,4510.06%
93BROADRIDGE FINL SOLUTIONS IN11133T1031,600$381,0720.06%
94FORTIVE CORPFTV7,729$378,6440.06%
95SPDR S&P MIDCAP 400 ETF TRMDY590$351,6580.05%
96CINTAS CORPCTAS1,700$348,9420.05%
97BERKSHIRE HATHAWAY INC DELBRK-A663$333,3170.05%
98CYBERARK SOFTWARE LTDM2682V108689$332,8910.05%
99KINSALE CAP GROUP INC49714P108778$330,8530.05%
100HUBSPOT INCHUBS700$327,4600.05%
101PROCTER AND GAMBLE CO7427181092,100$322,6650.05%
102ENTERPRISE PRODS PARTNERS L2937921079,591$299,8960.05%
103BLACKROCK INCBLK250$291,4680.04%
104MASTEC INCMTZ1,292$274,9510.04%
105FREEPORT-MCMORAN INCFCX7,000$274,5400.04%
106ISHARES TR46434VBD110,750$270,7930.04%
107DANAHER CORPORATION2358511021,356$268,8410.04%
108EXXON MOBIL CORPXOM2,263$255,1540.04%
109BWX TECHNOLOGIES INCBWXT1,350$248,9000.04%
110SYSCO CORPSYY2,976$245,0310.04%
111MODINE MFG CO6078281001,690$240,2510.04%
112FIFTH THIRD BANCORPFITBM5,104$227,3840.04%
113SAMSARA INCIOT6,000$223,5000.03%
114PENUMBRA INCPEN875$221,6550.03%
115APPLIED MATLS INC0382221051,000$204,7400.03%
116MASTERCARD INCORPORATEDMA350$199,0840.03%
117WELLTOWER INCWELL1,101$196,1240.03%
118CME GROUP INCCME725$195,8880.03%
119HEICO CORP NEWHEI-A600$193,6920.03%
120CREDO TECHNOLOGY GROUP HOLDICRDO1,275$185,6530.03%
121RB GLOBAL INCRBA1,650$178,7940.03%
122NOVO-NORDISK A SNONOF3,000$166,4700.03%
123GRAYSCALE ETHEREUM MINI TR E38964R2034,242$166,2020.03%
124ISHARES GOLD TRIAU2,283$166,1340.03%
125GRAYSCALE BITCOIN MINI TR ET3899302073,222$163,1300.03%
126ISHARES SILVER TRSLV3,810$161,4300.02%
127AMERICAN WTR WKS CO INC NEW0304201031,148$159,7390.02%
128CDW CORPCDW1,000$159,2800.02%
129BOOKING HOLDINGS INCBKNG29$156,5790.02%
130NATERA INCNTRA931$149,8640.02%
131VANGUARD INDEX FDS922908538508$149,2460.02%
132SPDR SERIES TRUST78468R8533,144$145,6310.02%
133MACOM TECH SOLUTIONS HLDGS I55405Y1001,144$142,4170.02%
134EXPEDITORS INTL WASH INC3021301091,150$140,9790.02%
135RESMED INCRSMDF500$136,8650.02%
136VERRA MOBILITY CORPVRRM5,347$132,0710.02%
137JOHNSON & JOHNSONJNJ708$131,2780.02%
138COHERENT CORPCOHR1,214$130,7730.02%
139TRANSMEDICS GROUP INCTMDX1,155$129,5910.02%
140AMPHENOL CORP NEW0320951011,000$123,7500.02%
141CBOE GLOBAL MKTS INC12503M108500$122,6250.02%
142EXLSERVICE HOLDINGS INCEXLS2,764$121,6990.02%
143TJX COS INC NEW872540109818$118,2440.02%
144MARATHON PETE CORPMARA600$115,6440.02%
145MOTOROLA SOLUTIONS INCMSI250$114,3230.02%
146CHUBB LIMITEDCB400$112,9000.02%
147RALLIANT CORPRAL2,576$112,6490.02%
148REVVITY INCRVTY1,250$109,5630.02%
149ISHARES TR46435GAA04,500$109,3500.02%
150TC ENERGY CORPTRPRF2,000$108,8200.02%
151VANGUARD SCOTTSDALE FDS92206C6641,100$107,6020.02%
152SALESFORCE INCCRM445$105,4650.02%
153CHECK POINT SOFTWARE TECH LTM22465104500$103,4550.02%
154WELLS FARGO CO NEW9497461011,221$102,3450.02%
155GUIDEWIRE SOFTWARE INCGWRE442$101,5990.02%
156ENBRIDGE INCENNPF2,000$100,9200.02%
157CISCO SYS INCCSCO1,472$100,7150.02%
158PFIZER INCPFE3,900$99,3720.02%
159EATON CORP PLCETN250$93,5630.01%
160WEC ENERGY GROUP INCWEC800$91,6720.01%
161AMERICAN TOWER CORP NEW03027X100475$91,3520.01%
162EATON VANCE MUNI INCOME TRUSETN8,230$91,1070.01%
163WESCO INTL INC95082P105415$87,7730.01%
164FORTINET INCFTNT1,000$84,0800.01%
165BOSTON SCIENTIFIC CORPBSX856$83,5720.01%
166VANGUARD WORLD FD92204A702103$76,9030.01%
167SAREPTA THERAPEUTICS INCSRPT3,980$76,6950.01%
168KKR & CO INCKKRT568$73,8120.01%
169ISHARES BITCOIN TRUST ETFIBIT1,100$71,5000.01%
170GLOBAL PMTS INC37940X102860$71,4490.01%
171SPDR SERIES TRUST78464A763506$70,8620.01%
172ISHARES TR464287689175$66,3150.01%
173AVIENT CORPORATIONAVNT1,995$65,7360.01%
174EMERSON ELEC COEMR500$65,5900.01%
175VERISK ANALYTICS INCVRSK250$62,8780.01%
176BROOKFIELD INFRAST PARTNERSG162521011,875$61,6800.01%
177VANGUARD INDEX FDS922908769185$60,7120.01%
178DUTCH BROS INCBROS1,141$59,7200.01%
179SPDR SERIES TRUST78464A821650$59,5140.01%
180CARMAX INCKMX1,300$58,3310.01%
181ISHARES TR464287648175$56,0070.01%
182SPDR SERIES TRUST78464A854700$54,8380.01%
183SYNOPSYS INCSNPS100$49,3390.01%
184VERALTO CORPVLTO453$48,2950.01%
185TESLA INCTSLA103$45,8070.01%
186ISHARES TR46434V738650$44,2780.01%
187MERCK & CO INCMRK500$41,9650.01%
188UNION PAC CORPUNP171$40,4160.01%
189CLEARWATER ANALYTICS HLDGS ICWAN2,057$37,0680.01%
190MIDDLEBY CORPMIDD250$33,2330.01%
191ELEVANCE HEALTH INC FORMERLYELV100$32,3120.00%
192REPUBLIC SVCS INC760759100132$30,2920.00%
193ISHARES TR464287804247$29,3520.00%
194FISERV INCFISV211$27,2050.00%
195WESTLAKE CORPORATIONWLK350$26,9710.00%
196ISHARES TR46428762270$25,5840.00%
197HEALTHEQUITY INCHQY267$25,3010.00%
198FLEXSHARES TRFLEX334$25,2610.00%
199PATTERSON-UTI ENERGY INCPTEN4,876$25,2580.00%
200IDEXX LABS INC45168D10439$24,9170.00%
201YORK WTR CO987184108800$24,3400.00%
202COMERICA INC200340107330$22,6120.00%
203ISHARES TR464287721114$22,3290.00%
204KNIGHT-SWIFT TRANSN HLDGS IN499049104550$21,7310.00%
205ISHARES TR46429B747210$21,7060.00%
206PROSHARES TR74348A467189$19,4810.00%
207GRAY MEDIA INCGTN-A3,350$19,3630.00%
208ARES CAPITAL CORPARCC900$18,3690.00%
209CSX CORPCSX495$17,5860.00%
210SCHWAB CHARLES CORPSCHW-PJ182$17,3760.00%
211ISHARES TR464287671100$16,4540.00%
212ISHARES TR464287234300$16,0200.00%
213KIMCO RLTY CORP49446R109725$15,8420.00%
214EXCHANGE TRADED CONCEPTS TRU301505889340$15,7880.00%
215FIDELITY COVINGTON TRUST31609280870$15,5520.00%
216INTERNATIONAL BUSINESS MACHSINTR55$15,5190.00%
217LINDE PLCLIN31$14,7250.00%
218AT&T INCT-PC500$14,1200.00%
219SPDR SERIES TRUST78468R788300$13,2000.00%
220VANGUARD BD INDEX FDS921937827155$12,2320.00%
221AMGEN INCAMGN40$11,2880.00%
222HONEYWELL INTL INC43851610653$11,1570.00%
223MORGAN STANLEYMS-PQ70$11,1280.00%
224SCHRODINGER INCSDGR550$11,0330.00%
225VAALCO ENERGY INCEGY2,700$10,8540.00%
226WISDOMTREE TRWT267$10,1300.00%
227COOPER COS INC216648501140$9,5990.00%
228QUALCOMM INCQCOM50$8,3180.00%
229ISHARES TR464287762125$7,3400.00%
230SELECT SECTOR SPDR TR81369Y80326$7,3290.00%
231SPDR SERIES TRUST78468R408275$7,0400.00%
232SUPER MICRO COMPUTER INCSMCI140$6,7120.00%
233VANGUARD ADMIRAL FDS INC92193250515$6,5320.00%
234FLEXSHARES TRFLEX92$5,7890.00%
235SOUTH BOW CORPSOBO200$5,6580.00%
236COMCAST CORP NEWCCZ161$5,0590.00%
237MCKESSON CORPMCK5$3,8630.00%
238OMNICOM GROUP INCOMC50$3,6340.00%
239ARROWHEAD PHARMACEUTICALS INARWR100$3,4490.00%
240ISHARES TR46428881051$3,0650.00%
241PRUDENTIAL FINL INCPUKPF28$2,8630.00%
242RECURSION PHARMACEUTICALS INRXRX400$1,9520.00%
243COCA COLA COKO27$1,7600.00%
244ISHARES TR46428730913$1,5700.00%
245VANGUARD INDEX FDS9229087363$1,4390.00%
246FIDELITY COVINGTON TRUST31609260020$1,3380.00%
247ADVANCED MICRO DEVICES INCAMD8$1,2950.00%
248DELTA AIR LINES INC DELDAL19$1,0790.00%
249BIOATLA INCBCAB1,403$9660.00%
250REALTY INCOME CORPO15$9120.00%
251ISHARES TR46428822450$7740.00%
252PALANTIR TECHNOLOGIES INCPLTR4$7300.00%
253INVESCO QQQ TRIVZ1$6010.00%
254EMBECTA CORPEMBC40$5650.00%
255ISHARES TR4642875232$5430.00%
256AURORA CANNABIS INCACB4$240.00%