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The Analysis of Lindenwold Advisors, INC's Holdings & P&L

Currently, Lindenwold Advisors, INC holds 110 types of securities in its portfolio with a total value $211.6M. In the most recent quarter, they have increased their positions in ZTS (+16.7K shares, valued at $2.4M), NVDA (+11.9K shares, valued at $2.2M), N/A (+5.3K shares, valued at $1.7M); decreased their positions in AAPL (-7.9K shares, valued at $2.0M), UNH (-3.4K shares, valued at $1.2M), MSFT (-2.2K shares, valued at $1.2M); initiated new positions in ZTS (+16.7K shares, valued at $2.4M), N/A (+5.3K shares, valued at $1.7M), PWRD (+5.8K shares, valued at $562.3K).

1M P&L

+13.1M+7.03%

3M P&L

+4.6M+2.34%

HY P&L

+6.0M+3.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A72.3M

36.9%

2Semiconductors9.4M

4.8%

3Software - Infrastructure8.1M

4.1%

Top Industries by Stock Count

1N/A16 stocks

15.5%

2Software - Application6 stocks

5.8%

3Oil & Gas E&P5 stocks

4.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VXUS VANGUARD STAR FDS334.6K shares6.31%2025-09-302025-12-16

MUB ISHARES TR105.5K shares8.62%2025-09-302025-12-16

NVDA NVIDIA CORPORATION47.8K shares33.01%2025-09-302025-12-16

MSFT MICROSOFT CORP15.7K shares-12.49%2025-09-302025-12-16

AAPL APPLE INC31.0K shares-20.37%2025-09-302025-12-16

ALPHABET INC ALPHABET INC29.1K shares-0.12%2025-09-302025-12-16

MBB ISHARES TR70.9K shares4.55%2025-09-302025-12-16

KORP AMERICAN CENTY ETF TR137.7K shares4.77%2025-09-302025-12-16

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CORP PIMCO ETF TR60.1K shares4.72%2025-09-302025-12-16

SUB ISHARES TR46.8K shares7.21%2025-09-302025-12-16

AVUV AMERICAN CENTY ETF TR48.6K shares1.62%2025-09-302025-12-16

AMZN AMAZON COM INC18.9K shares-0.32%2025-09-302025-12-16

JPM JPMORGAN CHASE & CO.11.9K shares0.57%2025-09-302025-12-16

META META PLATFORMS INC5.0K shares0.59%2025-09-302025-12-16

ABBV ABBVIE INC15.6K shares0.96%2025-09-302025-12-16

V VISA INC10.1K shares-0.01%2025-09-302025-12-16

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PGR PROGRESSIVE CORP12.3K shares0.91%2025-09-302025-12-16

MMC MARSH & MCLENNAN COS INC15.0K shares0.42%2025-09-302025-12-16

UNP UNION PAC CORP12.6K shares0.75%2025-09-302025-12-16

SNA SNAP ON INC8.0K shares-0.07%2025-09-302025-12-16

ULTA ULTA BEAUTY INC4.8K shares0.95%2025-09-302025-12-16

ZTS ZOETIS INC16.7K sharesnew addition2025-09-302025-12-16

LAM RESEARCH CORP LAM RESEARCH CORP18.2K shares-16.05%2025-09-302025-12-16

MCD MCDONALDS CORP7.8K shares0.98%2025-09-302025-12-16

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PG PROCTER AND GAMBLE CO15.4K shares0.92%2025-09-302025-12-16

EA ELECTRONIC ARTS INC11.7K shares0.64%2025-09-302025-12-16

HD HOME DEPOT INC5.7K shares0.95%2025-09-302025-12-16

RMD RESMED INC8.4K shares1.92%2025-09-302025-12-16

DFSV DIMENSIONAL ETF TRUST70.5K shares51.73%2025-09-302025-12-16

CDNS CADENCE DESIGN SYSTEM INC6.2K shares0.69%2025-09-302025-12-16

ADBE ADOBE INC6.1K shares0.20%2025-09-302025-12-16

BLACKROCK INC BLACKROCK INC1.8K shares-6.07%2025-09-302025-12-16

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KLAC KLA CORP2.0K shares-24.41%2025-09-302025-12-16

AEE AMEREN CORP19.8K shares1.11%2025-09-302025-12-16

EXPD EXPEDITORS INTL WASH INC16.5K shares0.84%2025-09-302025-12-16

TMUS T-MOBILE US INC8.0K shares1.19%2025-09-302025-12-16

PEP PEPSICO INC13.1K shares0.85%2025-09-302025-12-16

UNH UNITEDHEALTH GROUP INC5.3K shares-39.59%2025-09-302025-12-16

VSDM VANGUARD MUN BD FDS23.1K shares202.62%2025-09-302025-12-16

BROADCOM INC BROADCOM INC5.3K sharesnew addition2025-09-302025-12-16

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LMT LOCKHEED MARTIN CORP3.4K shares1.14%2025-09-302025-12-16

GIS GENERAL MLS INC33.3K shares-0.36%2025-09-302025-12-16

CVX CHEVRON CORP NEW10.1K shares-8.59%2025-09-302025-12-16

CSCO CISCO SYS INC22.0K shares0.57%2025-09-302025-12-16

SHW SHERWIN WILLIAMS CO3.9K shares2.08%2025-09-302025-12-16

DELL DELL TECHNOLOGIES INC9.2K shares0.96%2025-09-302025-12-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.0K shares0.68%2025-09-302025-12-16

PSA PUBLIC STORAGE OPER CO4.3K shares0.87%2025-09-302025-12-16

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EOG EOG RES INC10.9K shares0.86%2025-09-302025-12-16

NFLX NETFLIX INC1.0K shares0.20%2025-09-302025-12-16

CW CURTISS WRIGHT CORP2.1K shares-24.20%2025-09-302025-12-16

SCHO SCHWAB STRATEGIC TR42.2K shares-0.09%2025-09-302025-12-16

DVN DEVON ENERGY CORP NEW27.1K shares1.17%2025-09-302025-12-16

CMCSA COMCAST CORP NEW29.9K shares0.64%2025-09-302025-12-16

CVLT COMMVAULT SYS INC4.7K shares-29.11%2025-09-302025-12-16

WSO WATSCO INC2.1K shares-11.72%2025-09-302025-12-16

Sponsored

CUBE CUBESMART20.7K shares41.88%2025-09-302025-12-16

MEDP MEDPACE HLDGS INC1.5K shares-21.73%2025-09-302025-12-16

EWBC EAST WEST BANCORP INC6.9K shares0.94%2025-09-302025-12-16

WTRG ESSENTIAL UTILS INC17.4K shares133.25%2025-09-302025-12-16

EME EMCOR GROUP INC1.0K shares1.09%2025-09-302025-12-16

ORI OLD REP INTL CORP15.6K shares2.32%2025-09-302025-12-16

CBSH COMMERCE BANCSHARES INC11.0K shares2.38%2025-09-302025-12-16

TXRH TEXAS ROADHOUSE INC3.9K shares112.32%2025-09-302025-12-16

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AIT APPLIED INDL TECHNOLOGIES IN2.4K shares0.97%2025-09-302025-12-16

HALO HALOZYME THERAPEUTICS INC8.2K shares2.51%2025-09-302025-12-16

PWRD TCW ETF TRUST5.8K sharesnew addition2025-09-302025-12-16

RPM RPM INTL INC4.8K shares0.91%2025-09-302025-12-16

ENFR ALPS ETF TR16.8K sharesnew addition2025-09-302025-12-16

CRUS CIRRUS LOGIC INC4.2K shares0.93%2025-09-302025-12-16

SFM SPROUTS FMRS MKT INC4.5K shares-10.82%2025-09-302025-12-16

MTG MGIC INVT CORP WIS15.8K shares0.93%2025-09-302025-12-16

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CSL CARLISLE COS INC1.3K shares1.14%2025-09-302025-12-16

OC OWENS CORNING NEW3.0K shares0.97%2025-09-302025-12-16

NUKZ EXCHANGE TRADED CONCEPTS TRU6.6K sharesnew addition2025-09-302025-12-16

MUSA MURPHY USA INC1.0K shares1.06%2025-09-302025-12-16

ATR APTARGROUP INC2.9K shares1.12%2025-09-302025-12-16

VSMV VICTORY PORTFOLIOS II6.8K shares29.21%2025-09-302025-12-16

BDC BELDEN INC3.0K sharesnew addition2025-09-302025-12-16

BLD TOPBUILD CORP896 sharesnew addition2025-09-302025-12-16

Sponsored

TETRA TECH INC NEW TETRA TECH INC NEW10.4K sharesnew addition2025-09-302025-12-16

GNTX GENTEX CORP11.9K shares0.98%2025-09-302025-12-16

TTC TORO CO4.4K shares0.90%2025-09-302025-12-16

SEIC SEI INVTS CO3.9K shares0.98%2025-09-302025-12-16

ALPS ETF TR ALPS ETF TR7.0K sharesnew addition2025-09-302025-12-16

DTCR GLOBAL X FDS15.4K sharesnew addition2025-09-302025-12-16

NBIX NEUROCRINE BIOSCIENCES INC2.2K shares1.13%2025-09-302025-12-16

USFD US FOODS HLDG CORP4.1K shares1.04%2025-09-302025-12-16

Sponsored

PEGA PEGASYSTEMS INC5.4K shares1.00%2025-09-302025-12-16

FDS FACTSET RESH SYS INC1.0K shares0.87%2025-09-302025-12-16

FFIN FIRST FINL BANKSHARES INC8.6K shares0.97%2025-09-302025-12-16

CWST CASELLA WASTE SYS INC3.0K shares2.71%2025-09-302025-12-16

ROAD CONSTRUCTION PARTNERS INC2.3K shares-27.86%2025-09-302025-12-16

MTDR MATADOR RES CO6.3K shares1.01%2025-09-302025-12-16

MUR MURPHY OIL CORP9.9K shares2.52%2025-09-302025-12-16

DSGX DESCARTES SYS GROUP INC2.9K shares-8.37%2025-09-302025-12-16

Sponsored

HRB BLOCK H & R INC5.4K shares0.65%2025-09-302025-12-16

RBC RBC BEARINGS INC665 shares-8.90%2025-09-302025-12-16

ESE ESCO TECHNOLOGIES INC1.2K shares-18.03%2025-09-302025-12-16

OPCH OPTION CARE HEALTH INC8.9K shares1.00%2025-09-302025-12-16

AMR ALPHA METALLURGICAL RESOUR I1.5K sharesnew addition2025-09-302025-12-16

FSV FIRSTSERVICE CORP NEW1.3K shares-21.88%2025-09-302025-12-16

CHRD CHORD ENERGY CORPORATION2.3K shares1.05%2025-09-302025-12-16

STVN STEVANATO GROUP S P A8.8K shares-6.50%2025-09-302025-12-16

Sponsored

MZTI MARZETTI COMPANY1.3K sharesnew addition2025-09-302025-12-16

AAON AAON INC2.4K sharesnew addition2025-09-302025-12-16

BCPC BALCHEM CORP1.4K shares0.29%2025-09-302025-12-16

TBIL RBB FD INC4.1K shares0.00%2025-09-302025-12-16

EXPO EXPONENT INC2.9K shares-7.56%2025-09-302025-12-16

CCC CCC INTELLIGENT SOLUTIONS HL15.4K shares-8.84%2025-09-302025-12-16

VXUS

VANGUARD STAR FDS

6.31%

Shares334.6K

Event2025-09-30

Filed2025-12-16

MUB

ISHARES TR

8.62%

Shares105.5K

Event2025-09-30

Filed2025-12-16

NVDA

NVIDIA CORPORATION

33.01%

Shares47.8K

Event2025-09-30

Filed2025-12-16

MSFT

MICROSOFT CORP

-12.49%

Shares15.7K

Event2025-09-30

Filed2025-12-16

AAPL

APPLE INC

-20.37%

Shares31.0K

Event2025-09-30

Filed2025-12-16

ALPHABET INC

-0.12%

Shares29.1K

Event2025-09-30

Filed2025-12-16

MBB

ISHARES TR

4.55%

Shares70.9K

Event2025-09-30

Filed2025-12-16

KORP

AMERICAN CENTY ETF TR

4.77%

Shares137.7K

Event2025-09-30

Filed2025-12-16

CORP

PIMCO ETF TR

4.72%

Shares60.1K

Event2025-09-30

Filed2025-12-16

SUB

ISHARES TR

7.21%

Shares46.8K

Event2025-09-30

Filed2025-12-16

AVUV

AMERICAN CENTY ETF TR

1.62%

Shares48.6K

Event2025-09-30

Filed2025-12-16

AMZN

AMAZON COM INC

-0.32%

Shares18.9K

Event2025-09-30

Filed2025-12-16

JPM

JPMORGAN CHASE & CO.

0.57%

Shares11.9K

Event2025-09-30

Filed2025-12-16