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| Happy Holidays!! thanks for using AUM13F!! |
| Arcadia Investment Management Corp
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| CRD # | 104867 |
| SEC # | 801-29203 |
| CIK # | 0001694877, 0001016972 |
| AUM | $687.9 M (2025-05-09) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 269-349-0800 |
| Address | 161 East Michigan Ave, Ste 500 Kalamazoo, MI 49007 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 41.0 | ||
| Nvidia Corp | 29.9 | ||
| Microsoft Corp | 29.3 | ||
| Palo Alto Networks Inc | 28.4 | ||
| Stryker Corp | 26.7 | ||
| Costco Wholesale Corp /NEW | 23.6 | ||
| Apple Inc | 22.8 | ||
| VISA Inc | 19.9 | ||
| Intercontinentalexchange Group Inc | 16.8 | ||
| Amazon Com Inc | 16.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 11.3 |
| (b) Individuals (high net worth individuals) | 58 | 587.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 89.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 351 | 687.9 |
| By Discretionary | ||
| Discretionary | 351 | 687.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 351 | 687.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 687.9 | |
| Total | 351 | 687.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001016972] | |
| D | [0001694877] |
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NJ | 0.7 |
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TX | 0.7 |
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Financial Focus LLC
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CA | 0.7 |
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Verecan Capital Management Inc
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0.7 | |
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Bell Investment Advisors Inc
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CA | 0.7 |