0001016972-25-000002.txt : 20250430
0001016972-25-000002.hdr.sgml : 20250430
20250430101632
ACCESSION NUMBER: 0001016972-25-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20250331
FILED AS OF DATE: 20250430
DATE AS OF CHANGE: 20250430
EFFECTIVENESS DATE: 20250430
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: ARCADIA INVESTMENT MANAGEMENT CORP/MI
CENTRAL INDEX KEY: 0001016972
ORGANIZATION NAME:
EIN: 382727734
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-05696
FILM NUMBER: 25891703
BUSINESS ADDRESS:
STREET 1: 161 EAST MICHIGAN AVENUE
STREET 2: SUITE 500 SOUTH
CITY: KALAMAZOO
STATE: MI
ZIP: 49007
BUSINESS PHONE: 2693490800
MAIL ADDRESS:
STREET 1: 161 EAST MICHIGAN AVENUE
STREET 2: SUITE 500 SOUTH
CITY: KALAMAZOO
STATE: MI
ZIP: 49007
13F-HR
1
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03-31-2025
03-31-2025
ARCADIA INVESTMENT MANAGEMENT CORP/MI
161 EAST MICHIGAN AVENUE
SUITE 500 SOUTH
KALAMAZOO
MI
49007
13F HOLDINGS REPORT
028-05696
000104867
N
Dorsey M Martin
Chief Compliance Officer
2698068298
Dorsey Martin
Kalamazoo
MI
04-30-2025
0
270
552601930
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INFORMATION TABLE
2
inftable.xml
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COM
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4930
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375
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
15738986
50439
SH
SOLE
42328
0
8111
ADAMS DIVERSIFIED EQUITY FD
COM
006212104
17
1
SH
SOLE
1
0
0
ADOBE INC
COM
00724F101
8510915
22191
SH
SOLE
21177
0
1014
ADVANCED MICRO DEVICES INC
COM
007903107
120720
1175
SH
SOLE
1175
0
0
AEROVIRONMENT INC
COM
008073108
78223
657
SH
SOLE
657
0
0
AES CORP
COM
00130H105
168912
13600
SH
SOLE
13600
0
0
AIR PRODS & CHEMS INC
COM
009158106
8713412
29545
SH
SOLE
24350
0
5195
ALLSTATE CORP
COM
020002101
82828
400
SH
SOLE
400
0
0
ALPHABET INC
CAP STK CL A
02079K305
14571264
94227
SH
SOLE
78967
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15260
ALPHABET INC
CAP STK CL C
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AMAZON COM INC
COM
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AMERICAN EXPRESS CO
COM
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COM
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AMERICAN WTR WKS CO INC NEW
COM
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AMGEN INC
COM
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SH
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AMPHENOL CORP NEW
CL A
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APPLE INC
COM
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APPLIED MATLS INC
COM
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ARES CAPITAL CORP
COM
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ARROWHEAD PHARMACEUTICALS IN
COM
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ARTIVION INC
COM
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ASML HOLDING N V
N Y REGISTRY SHS
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ASTRONICS CORP
COM
046433108
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AT&T INC
COM
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AURORA CANNABIS INC
COM
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AUTOMATIC DATA PROCESSING IN
COM
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AVIENT CORPORATION
COM
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SH
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300
BEACON ROOFING SUPPLY INC
COM
073685109
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650
SH
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0
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BECTON DICKINSON & CO
COM
075887109
6645260
29011
SH
SOLE
24711
0
4300
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
353101
663
SH
SOLE
663
0
0
BIOATLA INC
COM
09077B104
487
1403
SH
SOLE
1403
0
0
BLACKROCK INC
COM
09290D101
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250
SH
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250
0
0
BOEING CO
COM
097023105
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950
SH
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0
0
BOOKING HOLDINGS INC
COM
09857L108
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SH
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25
BOSTON SCIENTIFIC CORP
COM
101137107
86354
856
SH
SOLE
856
0
0
BRISTOL-MYERS SQUIBB CO
COM
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SH
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BROADCOM INC
COM
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BROADRIDGE FINL SOLUTIONS IN
COM
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BROOKFIELD INFRAST PARTNERS
LP INT UNIT
G16252101
55867
1875
SH
SOLE
1875
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0
CARMAX INC
COM
143130102
101296
1300
SH
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0
CASTLE BIOSCIENCES INC
COM
14843C105
18117
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SH
SOLE
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0
CBOE GLOBAL MKTS INC
COM
12503M108
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SH
SOLE
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0
0
CBRE GROUP INC
CL A
12504L109
4616011
35296
SH
SOLE
30101
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5195
CDW CORP
COM
12514G108
160260
1000
SH
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0
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CHECK POINT SOFTWARE TECH LT
ORD
M22465104
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500
SH
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CHEVRON CORP NEW
COM
166764100
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SH
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CHUBB LIMITED
COM
H1467J104
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400
SH
SOLE
400
0
0
CINTAS CORP
COM
172908105
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SH
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CISCO SYS INC
COM
17275R102
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SH
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CLEARWATER ANALYTICS HLDGS I
CL A
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CME GROUP INC
COM
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SH
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COCA COLA CO
COM
191216100
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SH
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COHERENT CORP
COM
19247G107
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COMCAST CORP NEW
CL A
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SH
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COMERICA INC
COM
200340107
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SH
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330
0
0
COOPER COS INC
COM
216648501
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140
SH
SOLE
140
0
0
COSTCO WHSL CORP NEW
COM
22160K105
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23969
SH
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CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
G25457105
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SH
SOLE
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0
CROWDSTRIKE HLDGS INC
CL A
22788C105
4394910
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SH
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11530
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935
CSX CORP
COM
126408103
29143
990
SH
SOLE
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0
CYBERARK SOFTWARE LTD
SHS
M2682V108
232882
689
SH
SOLE
689
0
0
DANAHER CORPORATION
COM
235851102
2307480
11256
SH
SOLE
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DEXCOM INC
COM
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15105
SH
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1070
DIAMONDBACK ENERGY INC
COM
25278X109
63952
400
SH
SOLE
400
0
0
DIGITAL RLTY TR INC
COM
253868103
2180566
15218
SH
SOLE
13893
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1325
DOLLAR GEN CORP NEW
COM
256677105
13190
150
SH
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150
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0
DUTCH BROS INC
CL A
26701L100
70446
1141
SH
SOLE
1141
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0
DYNE THERAPEUTICS INC
COM
26818M108
469288
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SH
SOLE
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1000
EATON CORP PLC
SHS
G29183103
67958
250
SH
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250
0
0
EATON VANCE MUNI INCOME TRUS
SH BEN INT
27826U108
84440
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SH
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ECOLAB INC
COM
278865100
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SH
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ELEVANCE HEALTH INC
COM
036752103
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100
SH
SOLE
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ELI LILLY & CO
COM
532457108
3537373
4283
SH
SOLE
4158
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125
EMBECTA CORP
COMMON STOCK
29082K105
510
40
SH
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40
0
0
EMERSON ELEC CO
COM
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500
SH
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500
ENBRIDGE INC
COM
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SH
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ENTERPRISE PRODS PARTNERS L
COM
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ESSENTIAL UTILS INC
COM
29670G102
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SH
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EXCHANGE TRADED CONCEPTS TRU
EMQQ THE EMERGIN
301505889
573
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SH
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EXLSERVICE HOLDINGS INC
COM
302081104
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EXPEDITORS INTL WASH INC
COM
302130109
138288
1150
SH
SOLE
1150
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EXXON MOBIL CORP
COM
30231G102
850707
7153
SH
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7153
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FASTENAL CO
COM
311900104
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55717
SH
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FIDELITY COVINGTON TRUST
MSCI HLTH CARE I
316092600
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FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
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SH
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FIFTH THIRD BANCORP
COM
316773100
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FISERV INC
COM
337738108
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FLEXSHARES TR
FLEXSHARES ULTRA
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FLEXSHARES TR
STOXX GLOBR INF
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SH
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0
FLOWERS FOODS INC
COM
343498101
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FORTINET INC
COM
34959E109
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SH
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FORTIVE CORP
COM
34959J108
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FREEPORT-MCMORAN INC
CL B
35671D857
378600
10000
SH
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10000
0
0
FTAI AVIATION LTD
SHS
G3730V105
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SH
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GENTEX CORP
COM
371901109
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800
SH
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800
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0
GILEAD SCIENCES INC
COM
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SH
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GLOBAL PMTS INC
COM
37940X102
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SH
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GRAY MEDIA INC
COM
389375106
16632
3850
SH
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GRIFFON CORP
COM
398433102
2131487
29811
SH
SOLE
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4750
GUIDEWIRE SOFTWARE INC
COM
40171V100
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SH
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0
HALLIBURTON CO
COM
406216101
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SH
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HEALTHEQUITY INC
COM
42226A107
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267
SH
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HEICO CORP NEW
COM
422806109
160314
600
SH
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600
0
0
HOME DEPOT INC
COM
437076102
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SH
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840
HONEYWELL INTL INC
COM
438516106
11223
53
SH
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53
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HUBSPOT INC
COM
443573100
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700
SH
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700
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IDEXX LABS INC
COM
45168D104
98269
234
SH
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234
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ILLINOIS TOOL WKS INC
COM
452308109
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36083
SH
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INGERSOLL RAND INC
COM
45687V106
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INTERCONTINENTAL EXCHANGE IN
COM
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INTERNATIONAL BUSINESS MACHS
COM
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INTUIT
COM
461202103
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INTUITIVE SURGICAL INC
COM NEW
46120E602
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2200
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ISHARES INC
MSCI EM ASIA ETF
464286426
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0-5 YR TIPS ETF
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ISHARES TR
CORE MSCI EURO
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CORE S&P SCP ETF
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CORE S&P US GWT
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CORE S&P500 ETF
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40
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GL CLEAN ENE ETF
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ISHARES TR
IBONDS DEC25 ETF
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SH
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0
0
ISHARES TR
ISHARES SEMICDTR
464287523
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2
SH
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0
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MSCI EAFE ETF
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3130832
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SH
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115
ISHARES TR
MSCI EMG MKT ETF
464287234
13110
300
SH
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300
0
0
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RUS 1000 ETF
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ISHARES TR
RUS 1000 GRW ETF
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SH
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ISHARES TR
RUS 2000 GRW ETF
464287648
91991
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SH
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0
ISHARES TR
RUS MD CP GR ETF
464287481
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8350
SH
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8350
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0
ISHARES TR
RUSSELL 2000 ETF
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ISHARES TR
S&P 500 GRWT ETF
464287309
929
10
SH
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ISHARES TR
U.S. MED DVC ETF
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51
SH
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51
0
0
ISHARES TR
U.S. TECH ETF
464287721
1124
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SH
SOLE
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0
0
JOHNSON & JOHNSON
COM
478160104
117415
708
SH
SOLE
708
0
0
JPMORGAN CHASE & CO.
COM
46625H100
513904
2095
SH
SOLE
2095
0
0
KIMCO RLTY CORP
COM
49446R109
15399
725
SH
SOLE
725
0
0
KINSALE CAP GROUP INC
COM
49714P108
378661
778
SH
SOLE
778
0
0
KKR & CO INC
COM
48251W104
65667
568
SH
SOLE
568
0
0
KNIFE RIVER CORP
COMMON STOCK
498894104
1028665
11403
SH
SOLE
10560
0
843
KNIGHT-SWIFT TRANSN HLDGS IN
CL A
499049104
21745
500
SH
SOLE
500
0
0
LAM RESEARCH CORP
COM NEW
512807306
5816
80
SH
SOLE
0
0
80
LATTICE SEMICONDUCTOR CORP
COM
518415104
34775
663
SH
SOLE
663
0
0
LAUDER ESTEE COS INC
CL A
518439104
1173348
17778
SH
SOLE
14153
0
3625
LINDE PLC
SHS
G54950103
14435
31
SH
SOLE
31
0
0
LOAR HOLDINGS INC
COM SHS
53947R105
58711
831
SH
SOLE
831
0
0
LULULEMON ATHLETICA INC
COM
550021109
226448
800
SH
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800
0
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
7040
100
SH
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100
0
0
MACOM TECH SOLUTIONS HLDGS I
COM
55405Y100
114835
1144
SH
SOLE
1144
0
0
MARATHON PETE CORP
COM
56585A102
87414
600
SH
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600
0
0
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CL A
57636Q104
311333
568
SH
SOLE
568
0
0
MCGRATH RENTCORP
COM
580589109
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SH
SOLE
12647
0
950
MCKESSON CORP
COM
58155Q103
3365
5
SH
SOLE
5
0
0
MEDPACE HLDGS INC
COM
58506Q109
65805
216
SH
SOLE
216
0
0
MERCK & CO INC
COM
58933Y105
179520
2000
SH
SOLE
2000
0
0
META PLATFORMS INC
CL A
30303M102
1987866
3449
SH
SOLE
3206
0
243
MICROSOFT CORP
COM
594918104
22027412
58679
SH
SOLE
52399
0
6280
MIDDLEBY CORP
COM
596278101
37995
250
SH
SOLE
250
0
0
MOBILEYE GLOBAL INC
COMMON CLASS A
60741F104
1080144
75036
SH
SOLE
61186
0
13850
MODINE MFG CO
COM
607828100
176525
2300
SH
SOLE
2300
0
0
MONDELEZ INTL INC
CL A
609207105
2891293
42613
SH
SOLE
41213
0
1400
MONOLITHIC PWR SYS INC
COM
609839105
12223079
21075
SH
SOLE
19071
0
2004
MORGAN STANLEY
COM NEW
617446448
8167
70
SH
SOLE
70
0
0
MOTOROLA SOLUTIONS INC
COM NEW
620076307
109453
250
SH
SOLE
250
0
0
MURPHY USA INC
COM
626755102
1163720
2477
SH
SOLE
2440
0
37
NATERA INC
COM
632307104
131653
931
SH
SOLE
931
0
0
NETFLIX INC
COM
64110L106
768405
824
SH
SOLE
824
0
0
NEXSTAR MEDIA GROUP INC
COMMON STOCK
65336K103
1670689
9322
SH
SOLE
8042
0
1280
NEXTERA ENERGY INC
COM
65339F101
1386822
19563
SH
SOLE
18648
0
915
NOVO-NORDISK A S
ADR
670100205
441222
6354
SH
SOLE
6354
0
0
NUTANIX INC
CL A
67059N108
568952
8150
SH
SOLE
7750
0
400
NVIDIA CORPORATION
COM
67066G104
20239424
186745
SH
SOLE
152930
0
33815
OLD DOMINION FREIGHT LINE IN
COM
679580100
165450
1000
SH
SOLE
1000
0
0
OMNICOM GROUP INC
COM
681919106
4146
50
SH
SOLE
50
0
0
ORACLE CORP
COM
68389X105
2818570
20160
SH
SOLE
16130
0
4030
OREILLY AUTOMOTIVE INC
COM
67103H107
15371584
10730
SH
SOLE
10201
0
529
PACER FDS TR
US SMALL CAP CAS
69374H857
659063
17575
SH
SOLE
16025
0
1550
PALO ALTO NETWORKS INC
COM
697435105
23642002
138549
SH
SOLE
115929
0
22620
PAR TECHNOLOGY CORP
COM
698884103
95507
1557
SH
SOLE
1557
0
0
PARKER-HANNIFIN CORP
COM
701094104
60785
100
SH
SOLE
100
0
0
PATTERSON-UTI ENERGY INC
COM
703481101
56201
6837
SH
SOLE
6837
0
0
PENUMBRA INC
COM
70975L107
251366
940
SH
SOLE
940
0
0
PEPSICO INC
COM
713448108
1027839
6855
SH
SOLE
6750
0
105
PFIZER INC
COM
717081103
98826
3900
SH
SOLE
1500
0
2400
PHREESIA INC
COM
71944F106
2371202
92770
SH
SOLE
82545
0
10225
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
8632190
85790
SH
SOLE
82800
0
2990
PROCTER AND GAMBLE CO
COM
742718109
387706
2275
SH
SOLE
2275
0
0
PROSHARES TR
S&P 500 DV ARIST
74348A467
19313
189
SH
SOLE
189
0
0
PROSHARES TR
SHORT S&P 500 NE
74349Y753
97453
2187
SH
SOLE
2187
0
0
PRUDENTIAL FINL INC
COM
744320102
3082
28
SH
SOLE
28
0
0
PURE STORAGE INC
CL A
74624M102
2441934
55160
SH
SOLE
47760
0
7400
QUALCOMM INC
COM
747525103
23042
150
SH
SOLE
150
0
0
QUANTA SVCS INC
COM
74762E102
606728
2387
SH
SOLE
2387
0
0
RB GLOBAL INC
COM
74935Q107
165495
1650
SH
SOLE
1650
0
0
RBC BEARINGS INC
COM
75524B104
453374
1409
SH
SOLE
1409
0
0
REPUBLIC SVCS INC
COM
760759100
31966
132
SH
SOLE
132
0
0
RESMED INC
COM
761152107
111925
500
SH
SOLE
500
0
0
REVVITY INC
COM
714046109
206310
1950
SH
SOLE
1950
0
0
RPM INTL INC
COM
749685103
894785
7735
SH
SOLE
5558
0
2177
S&P GLOBAL INC
COM
78409V104
853608
1680
SH
SOLE
350
0
1330
SAIA INC
COM
78709Y105
118084
338
SH
SOLE
338
0
0
SALESFORCE INC
COM
79466L302
233474
870
SH
SOLE
820
0
50
SAMSARA INC
COM CL A
79589L106
229980
6000
SH
SOLE
6000
0
0
SAREPTA THERAPEUTICS INC
COM
803607100
498754
7815
SH
SOLE
7815
0
0
SCHLUMBERGER LTD
COM STK
806857108
31141
745
SH
SOLE
745
0
0
SCHRODINGER INC
COM
80810D103
10857
550
SH
SOLE
0
0
550
SCHWAB CHARLES CORP
COM
808513105
14247
182
SH
SOLE
182
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
4956
24
SH
SOLE
24
0
0
SERVICENOW INC
COM
81762P102
10733560
13482
SH
SOLE
10549
0
2933
SHOPIFY INC
CL A
82509L107
850727
8910
SH
SOLE
8910
0
0
SKYWARD SPECIALTY INS GROUP
COM
830940102
52870
1000
SH
SOLE
1000
0
0
SOUTH BOW CORP
COM
83671M105
5104
200
SH
SOLE
200
0
0
SPDR INDEX SHS FDS
S&P INTL ETF
78463X772
53704
1400
SH
SOLE
1400
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
453666
811
SH
SOLE
789
0
22
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
288080
540
SH
SOLE
540
0
0
SPDR SER TR
BLOOMBERG SHT TE
78468R408
6919
275
SH
SOLE
275
0
0
SPDR SER TR
PORTFOLIO S&P500
78464A854
80556
1225
SH
SOLE
1225
0
0
SPDR SER TR
PORTFOLIO S&P600
78468R853
145351
3566
SH
SOLE
3566
0
0
SPDR SER TR
PRTFLO S&P500 HI
78468R788
13278
300
SH
SOLE
300
0
0
SPDR SER TR
S&P 400 MDCP GRW
78464A821
51649
650
SH
SOLE
650
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
68651
506
SH
SOLE
506
0
0
STARBUCKS CORP
COM
855244109
11986712
122201
SH
SOLE
105256
0
16945
STRYKER CORPORATION
COM
863667101
24976340
67096
SH
SOLE
58362
0
8734
SUNCOR ENERGY INC NEW
COM
867224107
10457188
270072
SH
SOLE
228387
0
41685
SYNOPSYS INC
COM
871607107
128655
300
SH
SOLE
300
0
0
SYSCO CORP
COM
871829107
717671
9564
SH
SOLE
9564
0
0
TC ENERGY CORP
COM
87807B107
94420
2000
SH
SOLE
2000
0
0
TESLA INC
COM
88160R101
26694
103
SH
SOLE
103
0
0
TEXAS PACIFIC LAND CORPORATI
COM
88262P102
3487374
2632
SH
SOLE
2600
0
32
THERMO FISHER SCIENTIFIC INC
COM
883556102
15458442
31066
SH
SOLE
26247
0
4819
TJX COS INC NEW
COM
872540109
99641
818
SH
SOLE
818
0
0
TRACTOR SUPPLY CO
COM
892356106
5667035
102850
SH
SOLE
77125
0
25725
TRANE TECHNOLOGIES PLC
SHS
G8994E103
7933456
23547
SH
SOLE
22907
0
640
TRANSMEDICS GROUP INC
COM
89377M109
77709
1155
SH
SOLE
1155
0
0
TRIMBLE INC
COM
896239100
11489
175
SH
SOLE
175
0
0
UNION PAC CORP
COM
907818108
40394
171
SH
SOLE
171
0
0
UNITED RENTALS INC
COM
911363109
2959278
4722
SH
SOLE
4542
0
180
UNIVERSAL TECHNICAL INST INC
COM
913915104
78966
3075
SH
SOLE
3075
0
0
VAALCO ENERGY INC
COM NEW
91851C201
57528
15300
SH
SOLE
15300
0
0
VALMONT INDS INC
COM
920253101
326178
1143
SH
SOLE
1143
0
0
VANGUARD ADMIRAL FDS INC
500 GRTH IDX F
921932505
5018
15
SH
SOLE
15
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
18788
240
SH
SOLE
240
0
0
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
124278
508
SH
SOLE
508
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
154564
301
SH
SOLE
301
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
50846
185
SH
SOLE
185
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
943853
20854
SH
SOLE
20854
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
587077
7437
SH
SOLE
7437
0
0
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
112910
1400
SH
SOLE
1400
0
0
VANGUARD WORLD FD
HEALTH CAR ETF
92204A504
9266
35
SH
SOLE
35
0
0
VANGUARD WORLD FD
INF TECH ETF
92204A702
55866
103
SH
SOLE
103
0
0
VEEVA SYS INC
CL A COM
922475108
10038613
43339
SH
SOLE
36954
0
6385
VERALTO CORP
COM SHS
92338C103
66559
683
SH
SOLE
683
0
0
VERICEL CORP
COM
92346J108
38768
870
SH
SOLE
870
0
0
VERISK ANALYTICS INC
COM
92345Y106
273811
920
SH
SOLE
625
0
295
VERRA MOBILITY CORP
CL A COM STK
92511U102
120442
5347
SH
SOLE
5347
0
0
VERTEX INC
CL A
92538J106
100228
2862
SH
SOLE
2862
0
0
VISA INC
COM CL A
92826C839
19568986
55838
SH
SOLE
48376
0
7462
WALMART INC
COM
931142103
3911923
44560
SH
SOLE
40135
0
4425
WATSCO INC
COM
942622200
9092471
17888
SH
SOLE
15583
0
2305
WEC ENERGY GROUP INC
COM
92939U106
87184
800
SH
SOLE
800
0
0
WELLS FARGO CO NEW
COM
949746101
87656
1221
SH
SOLE
221
0
1000
WELLTOWER INC
COM
95040Q104
168677
1101
SH
SOLE
1101
0
0
WESCO INTL INC
COM
95082P105
64450
415
SH
SOLE
415
0
0
WESTLAKE CORPORATION
COM
960413102
35011
350
SH
SOLE
350
0
0
WISDOMTREE TR
EM EX ST-OWNED
97717X578
8243
267
SH
SOLE
267
0
0
YORK WTR CO
COM
987184108
27748
800
SH
SOLE
800
0
0
ZOETIS INC
CL A
98978V103
1393273
8462
SH
SOLE
7462
0
1000
ZSCALER INC
COM
98980G102
5969665
30086
SH
SOLE
24561
0
5525