Lindenwold Advisors, INC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 66.8%; sector active share 22.1% against the combined 13F book's sector weights.
Over time 16 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
109 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Portfolio Trend
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 34.4% | $72,675,425 |
| Technology | 20.0% | $42,358,430 |
| Financial Services | 8.9% | $18,819,263 |
| Communication Services | 8.1% | $17,155,976 |
| Industrials | 7.4% | $15,553,499 |
| Consumer Cyclical | 6.2% | $13,122,033 |
| Healthcare | 6.0% | $12,725,028 |
| Consumer Defensive | 3.3% | $6,914,186 |
| Energy | 2.1% | $4,535,576 |
| Utilities | 1.3% | $2,759,304 |
| Basic Materials | 1.1% | $2,351,206 |
| Real Estate | 1.1% | $2,312,899 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DFSV | Dimensional US Small Cap Value ETF | +24,023 | 70,465 | $2,243,605 | |
| VXUS | Vanguard Total International Stock ETF | +19,846 | 334,556 | $24,576,483 | |
| VSDM | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF | +15,450 | 23,075 | $1,769,852 | |
| NVDA | Nvidia Corp | +11,857 | 47,775 | $8,913,859 | |
| WTRG | Essential Utilities, Inc. | +9,943 | 17,405 | $694,459 | |
| MUB | iShares National Muni Bond ETF | +8,376 | 105,536 | $11,238,528 | |
| KORP | American Century Diversified Corporate Bond ETF | +6,267 | 137,714 | $6,555,186 | |
| CUBE | CubeSmart | +6,098 | 20,658 | $839,954 | |
| SUB | iShares Short-Term National Muni Bond ETF | +3,149 | 46,816 | $4,999,012 | |
| MBB | iShares MBS ETF | +3,087 | 70,870 | $6,743,280 | |
| CORP | PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | +2,711 | 60,131 | $5,930,119 | |
| TXRH | Texas Roadhouse, Inc. | +2,078 | 3,928 | $652,637 | |
| VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF | +1,534 | 6,786 | $364,129 | |
| AVUV | Avantis U.S. Small Cap Value ETF | +777 | 48,623 | $4,839,447 | |
| ORI | Old Republic International Corp | +354 | 15,600 | $662,532 | |
| DVN | Devon Energy Corp | +314 | 27,094 | $949,915 | |
| CBSH | Commerce Bancshares Inc | +256 | 11,031 | $659,212 | |
| MUR | Murphy Oil Corp | +243 | 9,898 | $281,202 | |
| AEE | Ameren Corp | +217 | 19,782 | $2,064,845 | |
| HALO | Halozyme Therapeutics, Inc. | +201 | 8,221 | $602,928 | |
| CMCSA | Comcast Corp | +191 | 29,918 | $940,022 | |
| RMD | Resmed Inc | +158 | 8,403 | $2,300,153 | |
| ABBV | AbbVie Inc. | +148 | 15,635 | $3,620,127 | |
| MTG | Mgic Investment Corp | +145 | 15,786 | $447,848 | |
| PG | PROCTER & GAMBLE Co | +141 | 15,406 | $2,367,131 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −7,935 | 31,023 | $7,899,386 | |
| LRCX | Lam Research Corp | −3,478 | 18,196 | $2,436,444 | |
| UNH | Unitedhealth Group Inc | −3,441 | 5,250 | $1,812,825 | |
| MSFT | Microsoft Corp | −2,242 | 15,711 | $8,137,512 | |
| CVLT | Commvault Systems Inc | −1,925 | 4,688 | $885,000 | |
| CCC | CCC Intelligent Solutions Holdings Inc. | −1,495 | 15,425 | $140,521 | |
| CVX | Chevron Corp | −951 | 10,120 | $1,571,534 | |
| ROAD | Construction Partners, Inc. | −873 | 2,261 | $287,147 | |
| CW | Curtiss Wright Corp | −662 | 2,074 | $1,126,057 | |
| KLAC | Kla Corp | −630 | 1,951 | $2,104,348 | |
| STVN | Stevanato Group S.p.A. | −610 | 8,780 | $226,085 | |
| SFM | Sprouts Farmers Market, Inc. | −545 | 4,494 | $488,947 | |
| MEDP | Medpace Holdings, Inc. | −414 | 1,491 | $766,612 | |
| FSV | FirstService Corp | −350 | 1,250 | $238,112 | |
| WSO | Watsco Inc | −279 | 2,102 | $849,838 | |
| ESE | Esco Technologies Inc | −267 | 1,214 | $256,287 | |
| DSGX | Descartes Systems Group Inc | −265 | 2,902 | $273,455 | |
| EXPO | Exponent Inc | −240 | 2,936 | $203,993 | |
| GIS | General Mills Inc | −120 | 33,292 | $1,678,582 | |
| BLK | BlackRock, Inc. | −119 | 1,841 | $2,146,366 | |
| RBC | RBC Bearings INC | −65 | 665 | $259,542 | |
| AMZN | Amazon Com Inc | −60 | 18,901 | $4,150,092 | |
| SCHO | Schwab Short-Term U.S. Treasury ETF | −40 | 42,243 | $1,030,729 | |
| GOOGL | Alphabet Inc. | −35 | 29,121 | $7,079,315 | |
| SNA | Snap-on Inc | −6 | 8,035 | $2,784,368 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ZTS | Zoetis Inc. | 16,736 | $2,448,811 | |
| AVGO | Broadcom Inc. | 5,285 | $1,743,574 | |
| PWRD | 5,756 | $562,309 | ||
| ENFR | Alerian Energy Infrastructure ETF | 16,803 | $544,585 | |
| NUKZ | Range Nuclear Renaissance Index ETF | 6,553 | $426,207 | |
| BDC | Belden Inc. | 2,971 | $357,322 | |
| — | 896 | $350,211 | ||
| AMLP | Alerian MLP ETF | 6,998 | $328,416 | |
| DTCR | Global X Data Center & Digital Infrastructure ETF | 15,434 | $316,088 | |
| AMR | Alpha Metallurgical Resources, Inc. | 1,470 | $241,212 | |
| MZTI | Marzetti Co | 1,298 | $224,281 | |
| AAON | Aaon, Inc. | 2,357 | $220,238 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MRK | Merck & Co., Inc. | 13,819 | $1,093,912 | |
| WSM | Williams Sonoma Inc | 3,849 | $628,811 | |
| TTEK | Tetra Tech Inc | 10,302 | $370,459 | |
| NOVT | Novanta Inc | 1,915 | $246,900 | |
| MMSI | Merit Medical Systems Inc | 2,592 | $242,300 | |
| LNTH | Lantheus Holdings, Inc. | 2,653 | $217,174 | |
| FSS | Federal Signal Corp | 1,950 | $207,519 | |
| SSD | Simpson Manufacturing Co., Inc. | 1,333 | $207,028 | |
| SPSC | Sps Commerce Inc | 1,482 | $201,685 | |
| HLMN | Hillman Solutions Corp. | 10,275 | $73,363 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VXUS |
Vanguard Total International Stock ETF
|
Added | 334,556 | $24,576,483 | 11.63% | |
| MUB |
iShares National Muni Bond ETF
|
Added | 105,536 | $11,238,528 | 5.32% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 47,775 | $8,913,859 | 4.22% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 15,711 | $8,137,512 | 3.85% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 31,023 | $7,899,386 | 3.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 29,121 | $7,079,315 | 3.35% | |
| MBB |
iShares MBS ETF
|
Added | 70,870 | $6,743,280 | 3.19% | |
| KORP |
American Century Diversified Corporate Bond ETF
|
Added | 137,714 | $6,555,186 | 3.10% | |
| CORP |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
|
Added | 60,131 | $5,930,119 | 2.81% | |
| SUB |
iShares Short-Term National Muni Bond ETF
|
Added | 46,816 | $4,999,012 | 2.37% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Added | 48,623 | $4,839,447 | 2.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 18,901 | $4,150,092 | 1.96% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 11,881 | $3,747,623 | 1.77% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,978 | $3,655,743 | 1.73% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 15,635 | $3,620,127 | 1.71% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 10,053 | $3,431,893 | 1.62% | |
| PGR |
Progressive Corp
Financial Services
|
Added | 12,329 | $3,044,646 | 1.44% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Added | 14,994 | $3,021,740 | 1.43% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 12,617 | $2,982,280 | 1.41% | |
| SNA |
Snap-on Inc
Industrials
|
Reduced | 8,035 | $2,784,368 | 1.32% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
Added | 4,774 | $2,610,184 | 1.24% | |
| ZTS |
Zoetis Inc.
Healthcare
|
NEW | 16,736 | $2,448,811 | 1.16% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 18,196 | $2,436,444 | 1.15% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 7,805 | $2,371,861 | 1.12% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 15,406 | $2,367,131 | 1.12% | |
|
|
Added | 11,723 | $2,364,529 | 1.12% | ||
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 5,729 | $2,321,333 | 1.10% | |
| RMD |
Resmed Inc
Healthcare
|
Added | 8,403 | $2,300,153 | 1.09% | |
| DFSV |
Dimensional US Small Cap Value ETF
|
Added | 70,465 | $2,243,605 | 1.06% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Added | 6,165 | $2,165,517 | 1.02% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 6,113 | $2,156,360 | 1.02% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 1,841 | $2,146,366 | 1.02% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 1,951 | $2,104,348 | 1.00% | |
| AEE |
Ameren Corp
Utilities
|
Added | 19,782 | $2,064,845 | 0.98% | |
| EXPD |
Expeditors International Of Washington Inc
Industrials
|
Added | 16,505 | $2,023,347 | 0.96% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Added | 7,975 | $1,909,055 | 0.90% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 13,115 | $1,841,870 | 0.87% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 5,250 | $1,812,825 | 0.86% | |
| VSDM |
VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF
|
Added | 23,075 | $1,769,852 | 0.84% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 5,285 | $1,743,574 | 0.83% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 3,378 | $1,686,331 | 0.80% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Reduced | 33,292 | $1,678,582 | 0.79% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 10,120 | $1,571,534 | 0.74% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 22,046 | $1,508,387 | 0.71% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 3,873 | $1,341,064 | 0.63% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 9,185 | $1,302,157 | 0.62% | |
| ACN |
Accenture plc
Technology
|
Added | 5,021 | $1,238,178 | 0.59% | |
| PSA |
Public Storage
Real Estate
|
Added | 4,275 | $1,234,833 | 0.58% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 10,881 | $1,219,977 | 0.58% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 1,007 | $1,207,312 | 0.57% |
Showing the top 50 of 109 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.