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| Arcadia Investment Management Corp
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|---|---|
| CRD # | 104867 |
| SEC # | 801-29203 |
| CIK # | 0001694877, 0001016972 |
| AUM | 697.3 M (2026-05-21) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 269-349-0800 |
| Address | 161 East Michigan Ave, Ste 500 Kalamazoo, MI 49007 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001694877 0001016972 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 40.9 | ||
| Nvidia Corp | 30.8 | ||
| Apple Inc | 25.6 | ||
| Alphabet Inc | 25.5 | ||
| Costco Wholesale Corp /NEW | 23.6 | ||
| Palo Alto Networks Inc | 22.0 | ||
| Stryker Corp | 21.9 | ||
| Monolithic Power Systems Inc | 21.8 | ||
| Microsoft Corp | 20.5 | ||
| Upjohn Inc | 18.0 | ||
| Visa Inc | 17.0 | ||
| Thermo Fisher Scientific Inc | 15.9 | ||
| Amazon Com Inc | 15.0 | ||
| Suncor Energy Inc | 14.7 | ||
| Intercontinentalexchange Group Inc | 14.3 | ||
| O Reilly Automotive Inc | 13.2 | ||
| ASML Holding NV | 12.9 | ||
| Alphabet Inc | 11.0 | ||
| ServiceNow Inc | 8.3 | ||
| Lilly Eli & Co | 8.0 | ||
| Veeva Systems Inc | 7.7 | ||
| Ingersoll-Rand PLC | 7.1 | ||
| Accenture PLC | 7.0 | ||
| Watsco Inc | 6.6 | ||
| Facebook Inc | 6.5 | ||
| CrowdStrike Holdings Inc | 6.4 | ||
| American Express Co | 6.0 | ||
| Starbucks Corp | 6.0 | ||
| Air Products & Chemicals Inc /DE/ | 5.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 13.6 |
| (b) Individuals (high net worth individuals) | 61 | 634.3 |
| (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 | 6 | 49.4 |
| (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 | 380 | 697.3 |
| By Discretionary | ||
| Discretionary | 380 | 697.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 380 | 697.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 697.3 | |
| Total | 380 | 697.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001016972] | |
| D | [0001694877] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Clients | 90 |
| Serves | Institutional, Retail |
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|---|---|---|
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✚
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|
Optimum Quantvest Corporation
✚
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|
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✚
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