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Portfolio (Quarterly) Guide ↗

ARCADIA INVESTMENT ADVISORS LLC

· CIK 0002047860
13F Portfolio $237M AUM 80 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 3 New 13 Added 21 Reduced 4 Exited
Page 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PH PARKER-HANNIFIN CORP Industrials 44.0 $43K 0.02% $978.14 -1.6%
62 TSLA TESLA INC Consumer Cyclical 77.0 $32K 0.01% $418.09 -15.3%
63 MCD MCDONALDS CORP Consumer Cyclical 116.0 $31K 0.01% $270.31 -5.4%
64 XOM EXXON MOBIL CORP Energy 200.0 $27K 0.01% $136.72 +16.6%
65 GE GE AEROSPACE Industrials 62.0 $23K 0.01% $373.74 -9.8%
66 IEFA ISHARES TR 197.0 $19K 0.01% $96.58 +4.7%
67 GEV GE VERNOVA INC Utilities 15.0 $18K 0.01% $1174.87 -19.8%
68 BROS DUTCH BROS INC Consumer Cyclical 204.0 $15K 0.01% $71.81 -35.1%
69 ACWX ISHARES TR 145.0 $11K 0.01% $76.11 +3.1%
70 AME AMETEK INC Industrials 40.0 $10K 0.00% $241.95 -1.7%
71 M MACYS INC Consumer Cyclical 400.0 $9K 0.00% $23.55 -2.1%
72 SCHO SCHWAB STRATEGIC TR 356.0 $9K 0.00% $24.14 -0.5%
73 ABM ABM INDS INC Industrials 150.0 $7K 0.00% $44.24 +6.4%
74 AVGO BROADCOM INC Technology 16.0 $6K 0.00% $377.75 -5.3%
75 KMI KINDER MORGAN INC DEL Energy 101.0 $3K 0.00% $31.97 -1.8%
76 HONEYWELL AEROSPACE INC 10.0 $2K 0.00% NEW $221.10
77 VOE VANGUARD INDEX FDS 11.0 $2K 0.00% $197.64 +5.4%
78 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 5.0 $443.0 $88.60 -28.1%
79 ALLO ALLOGENE THERAPEUTICS INC Healthcare 20.0 $42.0 $2.10 -6.2%
80 CPF CENTRAL PAC FINL CORP Financial Services $7.0 NEW
Page 4 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.3%
Consumer Cyclical 17.1%
Industrials 16.1%
Financial Services 16.1%
Energy 6.0%
Utilities 3.4%
Basic Materials 0.1%
Healthcare 0.0%