Lindenwold Advisors, INC

CIK

1874374

Location

READING, PA

Portfolio Value

Small $137,430,400

Diversification

Diversified

Filing Date

Global Rank

#4,970 / 7,986 ▼ 2 · as of Sep 2025

Top Industry

Semiconductors 8.1%

3Y Alpha vs SPY

-8.2%

Period ended 9 months ago

Filed Dec 16, 2025 · 7mo

16 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+45.2%

SPY

+76.5%

Annualised alpha

-7.6%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

92 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

6.5%

−0.6 pts

Top 5

26.3%

+1.1 pts

Top 10

39.1%

+0.3 pts

HHI

254

Diversified+4

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Technology	30.8%	$42,358,430	18
Financial Services	13.7%	$18,787,872	12
Communication Services	11.6%	$16,010,368	6
Industrials	11.3%	$15,553,498	17
Consumer Cyclical	9.5%	$13,122,033	8
Healthcare	9.3%	$12,725,028	10
Consumer Defensive	5.0%	$6,914,186	6
Energy	3.3%	$4,535,576	6
Utilities	2.0%	$2,759,304	2
Basic Materials	1.7%	$2,351,206	4
Real Estate	1.7%	$2,312,899	3

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+11,857	47,775	$8,913,859
WTRG	Essential Utilities, Inc.	+9,943	17,405	$694,459
CUBE	CubeSmart	+6,098	20,658	$839,954
TXRH	Texas Roadhouse, Inc.	+2,078	3,928	$652,637
ORI	Old Republic International Corp	+354	15,600	$662,532
DVN	Devon Energy Corp/De	+314	27,094	$949,915
CBSH	Commerce Bancshares Inc /Mo/	+256	11,031	$627,821
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	$880,995
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
EXPD	Expeditors International Of Washington Inc	+138	16,505	$2,023,347
CSCO	Cisco Systems, Inc.	+125	22,046	$1,508,387
GNTX	Gentex Corp	+115	11,895	$336,628
PGR	Progressive Corp/Oh/	+111	12,329	$3,044,646
PEP	Pepsico Inc	+111	13,115	$1,841,870
TMUS	T-Mobile US, Inc.	+94	7,975	$1,909,055
UNP	Union Pacific Corp	+94	12,617	$2,982,280
EOG	Eog Resources Inc	+93	10,881	$1,219,977
OPCH	Option Care Health, Inc.	+88	8,884	$246,619
DELL	Dell Technologies Inc.	+87	9,185	$1,302,157
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
GOOGL	Alphabet Inc.	−35	29,121	$7,079,315
SNA	Snap-on Inc	−6	8,035	$2,784,368
V	Visa Inc.	−1	10,053	$3,431,893
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
ZTS	Zoetis Inc.	16,736	$2,448,811
AVGO	Broadcom Inc.	5,285	$1,743,574
BDC	Belden Inc.	2,971	$357,322
BLD	QXO Insulation, LLC	896	$350,210
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

10 positions

Ticker	Company	Shares	Value
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 /De/	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.

Portfolio Positions

Compact Export CSV View 13F filing

92 positions · $137,430,400 total · as of Sep 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 92 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	47,775	+11,857	$8,913,859	+57.1%	6.49%
MSFT	Microsoft Corp Technology	Reduced	15,711	-2,242	$8,137,512	−8.9%	5.92%
AAPL	Apple Inc. Technology	Reduced	31,023	-7,935	$7,899,386	−1.2%	5.75%
GOOGL	Alphabet Inc. Communication Services	Reduced	29,121	-35	$7,079,315	+37.8%	5.15%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	18,901	-60	$4,150,092	−0.2%	3.02%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,881	+67	$3,747,623	+9.4%	2.73%
META	Meta Platforms, Inc. Communication Services	Added	4,978	+29	$3,655,743	+0.1%	2.66%
ABBV	AbbVie Inc. Healthcare	Added	15,635	+148	$3,620,127	+25.9%	2.63%
V	Visa Inc. Financial Services	Reduced	10,053	-1	$3,431,893	−3.9%	2.50%
PGR	Progressive Corp/Oh/ Financial Services	Added	12,329	+111	$3,044,646	−6.6%	2.22%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	14,994	+62	$3,021,740	−7.4%	2.20%
UNP	Union Pacific Corp Industrials	Added	12,617	+94	$2,982,280	+3.5%	2.17%
SNA	Snap-on Inc Industrials	Reduced	8,035	-6	$2,784,368	+11.3%	2.03%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Added	4,774	+45	$2,610,184	+18.0%	1.90%
ZTS	Zoetis Inc. Healthcare	NEW	16,736	NEW	$2,448,811	NEW	1.78%
LRCX	Lam Research Corp Technology	Reduced	18,196	-3,478	$2,436,444	+15.5%	1.77%
MCD	Mcdonalds Corp Consumer Cyclical	Added	7,805	+76	$2,371,861	+5.0%	1.73%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	15,406	+141	$2,367,131	−2.7%	1.72%
EA	Electronic Arts Inc. Communication Services	Added	11,723	+75	$2,364,529	+27.1%	1.72%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,729	+54	$2,321,333	+11.6%	1.69%
RMD	Resmed Inc Healthcare	Added	8,403	+158	$2,300,153	+8.1%	1.67%
CDNS	Cadence Design Systems Inc Technology	Added	6,165	+42	$2,165,517	+14.8%	1.58%
ADBE	Adobe Inc. Technology	Added	6,113	+12	$2,156,360	−8.6%	1.57%
BLK	BlackRock, Inc. Financial Services	Reduced	1,841	-119	$2,146,366	+4.4%	1.56%
KLAC	Kla Corp Technology	Reduced	1,951	-630	$2,104,348	+810.2%	1.53%
AEE	Ameren Corp Utilities	Added	19,782	+217	$2,064,845	+9.9%	1.50%
EXPD	Expeditors International Of Washington Inc Industrials	Added	16,505	+138	$2,023,347	+8.2%	1.47%
TMUS	T-Mobile US, Inc. Communication Services	Added	7,975	+94	$1,909,055	+1.7%	1.39%
PEP	Pepsico Inc Consumer Defensive	Added	13,115	+111	$1,841,870	+7.3%	1.34%
UNH	Unitedhealth Group Inc Healthcare	Reduced	5,250	-3,441	$1,812,825	−33.1%	1.32%
AVGO	Broadcom Inc. Technology	NEW	5,285	NEW	$1,743,574	NEW	1.27%
LMT	Lockheed Martin Corp Industrials	Added	3,378	+38	$1,686,331	+9.0%	1.23%
GIS	General Mills Inc Consumer Defensive	Reduced	33,292	-120	$1,678,582	−3.0%	1.22%
CVX	Chevron Corp Energy	Reduced	10,120	-951	$1,571,534	−0.9%	1.14%
CSCO	Cisco Systems, Inc. Technology	Added	22,046	+125	$1,508,387	−0.8%	1.10%
SHW	Sherwin Williams Co Basic Materials	Added	3,873	+79	$1,341,064	+2.9%	0.98%
DELL	Dell Technologies Inc. Technology	Added	9,185	+87	$1,302,157	+16.7%	0.95%
ACN	Accenture plc Technology	Added	5,021	+34	$1,238,178	−16.9%	0.90%
PSA	Public Storage Real Estate	Added	4,275	+37	$1,234,833	−0.7%	0.90%
EOG	Eog Resources Inc Energy	Added	10,881	+93	$1,219,977	−5.5%	0.89%
CW	Curtiss Wright Corp Industrials	Reduced	2,074	-662	$1,126,057	−15.8%	0.82%
DVN	Devon Energy Corp/De Energy	Added	27,094	+314	$949,915	+11.5%	0.69%
CVLT	Commvault Systems Inc Technology	Reduced	4,688	-1,925	$885,000	−23.2%	0.64%
CMCSA	Comcast Corp Communication Services	Added	29,918	+191	$880,995	−11.4%	0.64%
WSO	Watsco Inc Industrials	Reduced	2,102	-279	$849,838	−19.2%	0.62%
CUBE	CubeSmart Real Estate	Added	20,658	+6,098	$839,954	+35.7%	0.61%
MEDP	Medpace Holdings, Inc. Healthcare	Reduced	1,491	-414	$766,612	+28.2%	0.56%
EWBC	East West Bancorp Inc Financial Services	Added	6,890	+64	$733,440	+6.4%	0.53%
WTRG	Essential Utilities, Inc. Utilities	Added	17,405	+9,943	$694,459	+150.6%	0.51%
EME	EMCOR Group, Inc. Industrials	Added	1,024	+11	$665,128	+22.8%	0.48%