Arcadia Investment Management Corp

13F filer · CIK 0001016972

Last filed Apr 22, 2026

Net buyer this quarter

13F portfolio value$584MU.S. long equity reported on 13F

Positions3192 new · 21 closed

Net flow last quarter+$7.95MBuys minus sells

Top 10 positions weight42.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported Apr 22, 2026319 positions
AVGOBroadcom Inc.	$40.9M	7.00%	0.00%	-3.3%	Q2 2016
NVDANvidia Corp	$30.8M	5.28%	0.00%	+0.3%	Q1 2017
AAPLApple Inc.	$25.6M	4.38%	0.00%	-1.3%	Q3 2013
GOOGLAlphabet Inc.	$25.5M	4.37%	0.00%	-1.3%	Q4 2015
COSTCostco Wholesale Corp	$23.6M	4.04%	0.01%	-0.2%	Q3 2013
PANWPalo Alto Networks Inc	$22M	3.77%	0.02%	+0.9%	Q4 2014
SYKStryker Corp	$21.9M	3.75%	0.02%	+1.0%	Q3 2013
MPWRMonolithic Power Systems, Inc.	$21.8M	3.73%	0.04%	-1.5%	Q2 2016
MSFTMicrosoft Corp	$20.5M	3.52%	0.00%	-0.1%	Q3 2013
VTRSViatris Inc	$18M	3.08%	0.12%	+1521.1%	Q4 2020
VVisa Inc.	$17M	2.92%	0.00%	+0.8%	Q3 2015
TMOThermo Fisher Scientific Inc.	$15.9M	2.72%	0.01%	+0.2%	Q3 2013
AMZNAmazon Com Inc	$15M	2.57%	0.00%	+0.4%	Q2 2016
SUSuncor Energy Inc	$14.7M	2.52%	0.02%	-2.9%	Q3 2013
ICEIntercontinental Exchange, Inc.	$14.3M	2.45%	0.02%	-0.3%	Q3 2013
ORLYO Reilly Automotive Inc	$13.2M	2.27%	0.02%	-4.4%	Q3 2013
ASMLAsml Holding NV	$12.9M	2.20%	0.00%	+1.8%	Q1 2023
GOOGAlphabet Inc.	$11M	1.89%	Not reported	-3.4%	Q4 2015
NOWServiceNow, Inc.	$8.29M	1.42%	0.01%	+5.4%	Q1 2019
LLYELI LILLY & Co	$8.04M	1.38%	0.00%	+3.0%	Q2 2019
VEEVVeeva Systems Inc	$7.69M	1.32%	0.03%	+1.3%	Q4 2017
TTTrane Technologies plc	$7.12M	1.22%	0.01%	-2.3%	Q1 2020
ACNAccenture plc	$7M	1.20%	0.01%	-8.1%	Q3 2013
WSOWatsco Inc	$6.57M	1.13%	Not reported	+0.3%	Q3 2015
METAMeta Platforms, Inc.	$6.54M	1.12%	Not reported	+12.1%	Q2 2016
CRWDCrowdStrike Holdings, Inc.	$6.37M	1.09%	0.01%	+1.2%	Q3 2024
AXPAmerican Express Co	$6.04M	1.04%	0.00%	-3.2%	Q3 2013
SBUXStarbucks Corp	$5.96M	1.02%	0.01%	-27.3%	Q3 2013
APDAir Products & Chemicals, Inc.	$5.7M	0.98%	0.01%	-6.6%	Q3 2013
ITWIllinois Tool Works Inc	$5.49M	0.94%	0.01%	-22.8%	Q3 2013
ADBEAdobe Inc.	$5.16M	0.88%	0.01%	+1.5%	Q3 2013
ZSZscaler, Inc.	$5.05M	0.86%	0.02%	+4.3%	Q2 2019
CBRECbre Group, Inc.	$4.98M	0.85%	0.01%	+3.2%	Q3 2013
PEverpure, Inc.	$4.72M	0.81%	0.02%	+7.3%	Q4 2023
ECLEcolab Inc.	$4.14M	0.71%	0.01%	-10.6%	Q3 2013
GFFGriffon Corp	$3.97M	0.68%	0.12%	-0.2%	Q2 2024
TSCOTractor Supply Co	$3.85M	0.66%	0.02%	-5.9%	Q3 2015
TPLTexas Pacific Land Corp	$3.78M	0.65%	0.01%	Not reported	Q3 2020
DLRDigital Realty Trust, Inc.	$3.62M	0.62%	0.01%	+2.0%	Q3 2013
WMTWalmart Inc.	$3.61M	0.62%	0.00%	-3.3%	Q3 2013
HDHome Depot, Inc.	$3.59M	0.62%	0.00%	+0.7%	Q3 2013
INTUIntuit Inc.	$3.48M	0.60%	0.00%	+2.4%	Q3 2013
FASTFastenal Co	$3.18M	0.54%	0.01%	-15.4%	Q3 2013
URIUnited Rentals, Inc.	$2.92M	0.50%	0.01%	-0.7%	Q4 2014
ADPAutomatic Data Processing Inc	$2.73M	0.47%	0.00%	+4.6%	Q3 2013
AAONAaon, Inc.	$2.63M	0.45%	0.04%	+19.3%	Q2 2024
ORCLOracle Corp	$2.55M	0.44%	0.00%	-2.5%	Q3 2013
WTRGEssential Utilities, Inc.	$2.54M	0.44%	0.02%	-2.3%	Q1 2020
MODModine Manufacturing Co	$2.37M	0.41%	0.02%	+30.9%	Q1 2017
AESAes Corp	$2.34M	0.40%	0.02%	-3.3%	Q4 2018

Q4 2025Reported Feb 10, 2026338 positions
AVGOBroadcom Inc.	$47.2M	7.66%	0.00%	-5.1%	Q2 2016
NVDANvidia Corp	$32.9M	5.34%	0.00%	-2.9%	Q1 2017
GOOGLAlphabet Inc.	$28.1M	4.56%	0.00%	-3.3%	Q4 2015
AAPLApple Inc.	$27.8M	4.51%	0.00%	-5.0%	Q3 2013
MSFTMicrosoft Corp	$26.9M	4.36%	0.00%	-3.7%	Q3 2013
PANWPalo Alto Networks Inc	$25M	4.06%	0.02%	+0.6%	Q4 2014
SYKStryker Corp	$23.2M	3.77%	0.02%	-2.4%	Q3 2013
COSTCostco Wholesale Corp	$20.4M	3.32%	0.01%	-1.6%	Q3 2013
VVisa Inc.	$19.6M	3.19%	0.00%	-1.5%	Q3 2015
TMOThermo Fisher Scientific Inc.	$18.7M	3.03%	0.01%	-2.9%	Q3 2013
MPWRMonolithic Power Systems, Inc.	$18.3M	2.97%	0.04%	-0.6%	Q2 2016
AMZNAmazon Com Inc	$16.6M	2.69%	0.00%	-5.8%	Q2 2016
ICEIntercontinental Exchange, Inc.	$14.8M	2.40%	0.02%	+0.5%	Q3 2013
ORLYO Reilly Automotive Inc	$13.7M	2.22%	0.02%	-4.5%	Q3 2013
GOOGAlphabet Inc.	$12.5M	2.02%	Not reported	-10.6%	Q4 2015
NOWServiceNow, Inc.	$11.5M	1.87%	0.01%	+5.6%	Q1 2019
ACNAccenture plc	$10.3M	1.67%	0.01%	-13.7%	Q3 2013
ASMLAsml Holding NV	$10.2M	1.66%	0.00%	+0.4%	Q1 2023
SUSuncor Energy Inc	$10.2M	1.65%	0.02%	-6.9%	Q3 2013
VEEVVeeva Systems Inc	$9.65M	1.57%	0.03%	+1.1%	Q4 2017
LLYELI LILLY & Co	$9.11M	1.48%	0.00%	-6.0%	Q2 2019
ZSZscaler, Inc.	$7.76M	1.26%	0.02%	+2.7%	Q2 2019
SBUXStarbucks Corp	$7.7M	1.25%	0.01%	-19.0%	Q3 2013
AXPAmerican Express Co	$7.64M	1.24%	0.00%	-12.2%	Q3 2013
CRWDCrowdStrike Holdings, Inc.	$7.56M	1.23%	0.01%	-5.4%	Q3 2024
ADBEAdobe Inc.	$7.32M	1.19%	0.01%	-12.5%	Q3 2013
TTTrane Technologies plc	$6.81M	1.10%	0.01%	-10.9%	Q1 2020
METAMeta Platforms, Inc.	$6.73M	1.09%	Not reported	+44.1%	Q2 2016
ITWIllinois Tool Works Inc	$6.72M	1.09%	0.01%	-5.0%	Q3 2013
WSOWatsco Inc	$6.07M	0.99%	Not reported	+4.0%	Q3 2015
CBRECbre Group, Inc.	$5.73M	0.93%	0.01%	+0.9%	Q3 2013
INTUIntuit Inc.	$5.2M	0.84%	0.00%	-3.1%	Q3 2013
APDAir Products & Chemicals, Inc.	$5.19M	0.84%	0.01%	+0.7%	Q3 2013
PEverpure, Inc.	$5M	0.81%	0.02%	+2.7%	Q4 2023
ECLEcolab Inc.	$4.57M	0.74%	0.01%	-16.6%	Q3 2013
TSCOTractor Supply Co	$4.52M	0.73%	0.02%	-9.0%	Q3 2015
GFFGriffon Corp	$4.03M	0.65%	0.12%	+3.5%	Q2 2024
HDHome Depot, Inc.	$3.73M	0.61%	0.00%	-18.1%	Q3 2013
ORCLOracle Corp	$3.46M	0.56%	0.00%	-4.1%	Q3 2013
WMTWalmart Inc.	$3.35M	0.54%	0.00%	-23.2%	Q3 2013
ADPAutomatic Data Processing Inc	$3.3M	0.54%	0.00%	+1.0%	Q3 2013
URIUnited Rentals, Inc.	$3.26M	0.53%	0.01%	-13.0%	Q4 2014
FASTFastenal Co	$3.25M	0.53%	0.01%	-0.7%	Q3 2013
DLRDigital Realty Trust, Inc.	$3.05M	0.49%	0.01%	+10.0%	Q3 2013
WTRGEssential Utilities, Inc.	$2.48M	0.40%	0.02%	-2.4%	Q1 2020
AESAes Corp	$2.46M	0.40%	0.02%	+23.9%	Q4 2018
BDXBecton Dickinson & Co	$2.45M	0.40%	0.00%	-21.8%	Q3 2013
PHRPhreesia, Inc.	$2.34M	0.38%	0.23%	+12.3%	Q2 2023
TPLTexas Pacific Land Corp	$2.29M	0.37%	0.01%	-0.6%	Q3 2020
AAONAaon, Inc.	$2.03M	0.33%	0.03%	+8.5%	Q2 2024

Q3 2025Reported Oct 27, 2025210 positions
AVGOBroadcom Inc.	$47.4M	7.31%	0.00%	-3.3%	Q2 2016
NVDANvidia Corp	$33.9M	5.23%	0.00%	-4.0%	Q1 2017
MSFTMicrosoft Corp	$29.8M	4.60%	0.00%	-2.2%	Q3 2013
PANWPalo Alto Networks Inc	$27.5M	4.25%	0.02%	-2.7%	Q4 2014
AAPLApple Inc.	$27.4M	4.22%	0.00%	-3.2%	Q3 2013
SYKStryker Corp	$25M	3.86%	0.02%	+0.3%	Q3 2013
GOOGLAlphabet Inc.	$22.6M	3.48%	0.00%	-0.3%	Q4 2015
COSTCostco Wholesale Corp	$22.3M	3.44%	0.01%	+0.8%	Q3 2013
VVisa Inc.	$19.4M	2.99%	0.00%	+1.3%	Q3 2015
MPWRMonolithic Power Systems, Inc.	$18.7M	2.89%	0.04%	+0.5%	Q2 2016
ORLYO Reilly Automotive Inc	$16.9M	2.61%	0.02%	-0.3%	Q3 2013
AMZNAmazon Com Inc	$16.8M	2.58%	0.00%	+0.5%	Q2 2016
TMOThermo Fisher Scientific Inc.	$16.1M	2.49%	0.01%	+3.2%	Q3 2013
ICEIntercontinental Exchange, Inc.	$15.3M	2.36%	0.02%	-1.2%	Q3 2013
NOWServiceNow, Inc.	$13.1M	2.02%	0.01%	+5.4%	Q1 2019
VEEVVeeva Systems Inc	$12.7M	1.96%	0.03%	-1.3%	Q4 2017
ACNAccenture plc	$11M	1.69%	0.01%	-9.0%	Q3 2013
GOOGAlphabet Inc.	$10.8M	1.67%	Not reported	-5.9%	Q4 2015
SUSuncor Energy Inc	$10.3M	1.59%	0.02%	-0.4%	Q3 2013
ZSZscaler, Inc.	$10.1M	1.55%	0.02%	+8.8%	Q2 2019
SBUXStarbucks Corp	$9.54M	1.47%	0.01%	-4.3%	Q3 2013
ASMLAsml Holding NV	$9.24M	1.42%	0.00%	-6.7%	Q1 2023
ADBEAdobe Inc.	$8.43M	1.30%	0.01%	+4.9%	Q3 2013
CRWDCrowdStrike Holdings, Inc.	$8.36M	1.29%	0.01%	+13.3%	Q3 2024
TTTrane Technologies plc	$8.29M	1.28%	0.01%	-1.0%	Q1 2020
AXPAmerican Express Co	$7.81M	1.20%	0.00%	-0.8%	Q3 2013
ITWIllinois Tool Works Inc	$7.5M	1.16%	0.01%	-16.3%	Q3 2013
WSOWatsco Inc	$7M	1.08%	Not reported	-1.8%	Q3 2015
LLYELI LILLY & Co	$6.88M	1.06%	0.00%	+28.4%	Q2 2019
PEverpure, Inc.	$6.09M	0.94%	0.02%	+7.5%	Q4 2023
ECLEcolab Inc.	$5.71M	0.88%	0.01%	-2.4%	Q3 2013
APDAir Products & Chemicals, Inc.	$5.7M	0.88%	0.01%	-22.3%	Q3 2013
TSCOTractor Supply Co	$5.65M	0.87%	0.02%	-1.6%	Q3 2015
CBRECbre Group, Inc.	$5.56M	0.86%	0.01%	Not reported	Q3 2013
INTUIntuit Inc.	$5.53M	0.85%	0.00%	-3.6%	Q3 2013
HDHome Depot, Inc.	$5.36M	0.83%	0.00%	-6.8%	Q3 2013
ORCLOracle Corp	$5.21M	0.80%	0.00%	-6.0%	Q3 2013
METAMeta Platforms, Inc.	$5.19M	0.80%	Not reported	+23.2%	Q2 2016
URIUnited Rentals, Inc.	$4.42M	0.68%	0.01%	-1.9%	Q4 2014
WMTWalmart Inc.	$4.04M	0.62%	0.00%	-9.6%	Q3 2013
GFFGriffon Corp	$4.03M	0.62%	0.11%	+23.9%	Q2 2024
FASTFastenal Co	$4M	0.62%	0.01%	Not reported	Q3 2013
ADPAutomatic Data Processing Inc	$3.73M	0.57%	0.00%	-4.7%	Q3 2013
DLRDigital Realty Trust, Inc.	$3.1M	0.48%	0.01%	+0.5%	Q3 2013
BDXBecton Dickinson & Co	$3.02M	0.46%	0.01%	-32.9%	Q3 2013
PHRPhreesia, Inc.	$2.89M	0.45%	0.21%	+8.4%	Q2 2023
IRIngersoll Rand Inc.	$2.86M	0.44%	0.01%	-10.9%	Q4 2018
WTRGEssential Utilities, Inc.	$2.64M	0.41%	0.02%	+6.5%	Q1 2020
TPLTexas Pacific Land Corp	$2.49M	0.38%	0.01%	0.0%	Q3 2020
AAONAaon, Inc.	$2.29M	0.35%	0.03%	-11.8%	Q2 2024

Q2 2025Reported Aug 8, 2025210 positions
AVGOBroadcom Inc.	$41M	6.55%	0.00%	-1.0%	Q2 2016
NVDANvidia Corp	$29.9M	4.78%	0.00%	+1.4%	Q1 2017
MSFTMicrosoft Corp	$29.3M	4.69%	0.00%	+0.4%	Q3 2013
PANWPalo Alto Networks Inc	$28.4M	4.55%	0.02%	+0.3%	Q4 2014
SYKStryker Corp	$26.7M	4.27%	0.02%	+0.5%	Q3 2013
COSTCostco Wholesale Corp	$23.6M	3.78%	0.01%	-0.4%	Q3 2013
AAPLApple Inc.	$22.8M	3.65%	0.00%	-1.3%	Q3 2013
VVisa Inc.	$19.9M	3.19%	0.00%	+0.5%	Q3 2015
ICEIntercontinental Exchange, Inc.	$16.8M	2.69%	0.02%	-1.6%	Q3 2013
AMZNAmazon Com Inc	$16.7M	2.66%	0.00%	+2.4%	Q2 2016
GOOGLAlphabet Inc.	$16.4M	2.62%	0.00%	-1.2%	Q4 2015
MPWRMonolithic Power Systems, Inc.	$14.8M	2.37%	0.04%	-3.9%	Q2 2016
ACNAccenture plc	$14.6M	2.34%	0.01%	-3.1%	Q3 2013
ORLYO Reilly Automotive Inc	$14.2M	2.27%	0.02%	-2.1%	Q3 2013
NOWServiceNow, Inc.	$13.9M	2.22%	0.01%	+0.4%	Q1 2019
TMOThermo Fisher Scientific Inc.	$13.1M	2.09%	0.01%	+3.7%	Q3 2013
VEEVVeeva Systems Inc	$12.5M	2.00%	0.03%	0.0%	Q4 2017
SBUXStarbucks Corp	$10.8M	1.73%	0.01%	-3.6%	Q3 2013
ZSZscaler, Inc.	$9.7M	1.55%	0.02%	+2.7%	Q2 2019
SUSuncor Energy Inc	$9.27M	1.48%	0.02%	-8.4%	Q3 2013
ADBEAdobe Inc.	$8.82M	1.41%	0.01%	+2.7%	Q3 2013
TTTrane Technologies plc	$8.68M	1.39%	0.01%	-15.7%	Q1 2020
ITWIllinois Tool Works Inc	$8.49M	1.36%	0.01%	-4.9%	Q3 2013
GOOGAlphabet Inc.	$8.38M	1.34%	Not reported	-1.1%	Q4 2015
ASMLAsml Holding NV	$8.2M	1.31%	0.00%	+5.2%	Q1 2023
WSOWatsco Inc	$7.79M	1.25%	Not reported	-1.4%	Q3 2015
CRWDCrowdStrike Holdings, Inc.	$7.66M	1.23%	0.01%	+20.7%	Q3 2024
APDAir Products & Chemicals, Inc.	$7.58M	1.21%	0.01%	-9.0%	Q3 2013
AXPAmerican Express Co	$7.56M	1.21%	0.00%	-1.7%	Q3 2013
INTUIntuit Inc.	$6.61M	1.06%	0.00%	Not reported	Q3 2013
ECLEcolab Inc.	$5.76M	0.92%	0.01%	-6.2%	Q3 2013
LLYELI LILLY & Co	$5.47M	0.88%	0.00%	+64.0%	Q2 2019
TSCOTractor Supply Co	$5.32M	0.85%	0.02%	-1.9%	Q3 2015
HDHome Depot, Inc.	$5.21M	0.83%	0.00%	-4.4%	Q3 2013
CBRECbre Group, Inc.	$4.95M	0.79%	0.01%	Not reported	Q3 2013
ORCLOracle Corp	$4.31M	0.69%	0.00%	-2.2%	Q3 2013
METAMeta Platforms, Inc.	$4.24M	0.68%	Not reported	+66.4%	Q2 2016
WMTWalmart Inc.	$4.23M	0.68%	0.00%	-2.8%	Q3 2013
BDXBecton Dickinson & Co	$4.14M	0.66%	0.01%	-17.2%	Q3 2013
ADPAutomatic Data Processing Inc	$4.11M	0.66%	0.00%	Not reported	Q3 2013
PEverpure, Inc.	$3.89M	0.62%	0.02%	+22.5%	Q4 2023
URIUnited Rentals, Inc.	$3.56M	0.57%	0.01%	Not reported	Q4 2014
FASTFastenal Co	$3.43M	0.55%	0.01%	-26.8%	Q3 2013
PHRPhreesia, Inc.	$3.23M	0.52%	0.19%	+22.3%	Q2 2023
IRIngersoll Rand Inc.	$3.23M	0.52%	0.01%	+0.2%	Q4 2018
DLRDigital Realty Trust, Inc.	$3.11M	0.50%	0.01%	+17.1%	Q3 2013
GFFGriffon Corp	$3.09M	0.49%	0.09%	+43.2%	Q2 2024
TPLTexas Pacific Land Corp	$2.82M	0.45%	0.01%	+1.5%	Q3 2020
MUSAMurphy USA Inc.	$2.56M	0.41%	0.03%	+154.5%	Q2 2024
MDLZMondelez International, Inc.	$2.43M	0.39%	0.00%	-15.6%	Q3 2015

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