Lindenwold Advisors, INC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Lindenwold Advisors, INC reported 107 stock positions worth $192.5 million. Its top holding was Vanguard Total Intl Stock (VXUS) at 11.3% of the portfolio, followed by iShares National Muni Bond E (MUB, 5.3%) and Microsoft (MSFT, 4.6%). Compared with Q1 2025, it opened 9 new positions, sold out of 10, added to 56 and reduced 40. The biggest buy was a new position in Resmed (RMD) and the biggest sale an exit from Hologic (HOLX).
- Most Recent 13F
- Q3 2025
- Location
- READING, PA
- CIK
- 0001874374
- Portfolio Value
- $192.5M (Q2 2025)
- SEC Filing
- 0001085146-25-004151 ↗ filed Jul 24, 2025
Holdings Value
Holdings 107 stocks · $192.5M
| VXUS Vanguard Total Intl Stock | 11.29% | 314,710 | $21.7M | Add +3.2% |
| MUB iShares National Muni Bond E | 5.27% | 97,160 | $10.2M | Add +3.2% |
| MSFT Microsoft Corp. | 4.64% | 17,953 | $8.9M | Add +1.9% |
| AAPL Apple Inc. | 4.15% | 38,958 | $8.0M | Add +2.0% |
| MBB iShares MBS ETF | 3.31% | 67,783 | $6.4M | Add +11.9% |
| KORP American Century Diversified | 3.21% | 131,447 | $6.2M | Add +12.8% |
| NVDA Nvidia Corp. | 2.95% | 35,918 | $5.7M | Add +0.8% |
| CORP PIMCO Inv Grade Corp. BD ETF | 2.90% | 57,420 | $5.6M | Add +12.6% |
| GOOGL Alphabet Inc. Class A | 2.67% | 29,156 | $5.1M | Add +2.4% |
| SUB iShares Short-Term National | 2.41% | 43,667 | $4.6M | Reduce -1.9% |
| AVUV Avantis US Small Cap Value | 2.26% | 47,846 | $4.4M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 2.16% | 18,961 | $4.2M | Add +1.8% |
| META Meta Platforms Inc. Class A | 1.90% | 4,949 | $3.7M | Add +1.3% |
| V Visa Inc. Class A | 1.85% | 10,054 | $3.6M | Add +5.0% |
| JPM JPMorgan Chase & Co. | 1.78% | 11,814 | $3.4M | Add +2.5% |
| MRSH Marsh & McLennan Cos | 1.70% | 14,932 | $3.3M | Add +3.5% |
| PGR Progressive Corp. | 1.69% | 12,218 | $3.3M | Add +2.5% |
| UNP Union Pacific Corp. | 1.50% | 12,523 | $2.9M | Add +2.0% |
| ABBV Abbvie Inc. | 1.49% | 15,487 | $2.9M | Add +2.6% |
| UNH Unitedhealth Group Inc. | 1.41% | 8,691 | $2.7M | Add +2.8% |
| SNA Snap-on Inc. | 1.30% | 8,041 | $2.5M | Add +2.8% |
| PG The Procter & Gamble Co. | 1.26% | 15,265 | $2.4M | Add +2.5% |
| ADBE Adobe Inc. | 1.23% | 6,101 | $2.4M | Add +54.0% |
| KLAC KLA Corp. | 1.20% | 2,581 | $2.3M | Add +1.8% |
| MCD McDonald's Corp. | 1.17% | 7,729 | $2.3M | Add +2.7% |
| ULTA Ulta Beauty Inc. | 1.15% | 4,729 | $2.2M | Add +2.5% |
| RMD Resmed Inc. | 1.10% | 8,245 | $2.1M | New |
| LRCX Lam Research Corp. | 1.10% | 21,674 | $2.1M | Add +1.2% |
| HD Home Depot Inc. | 1.08% | 5,675 | $2.1M | Add +1.1% |
| BLK BlackRock Inc. | 1.07% | 1,960 | $2.1M | Reduce -26.3% |
| CDNS Cadence Design SYS Inc. | 0.98% | 6,123 | $1.9M | Add +0.6% |
| AEE Ameren Corporation | 0.98% | 19,565 | $1.9M | Add +1.5% |
| TMUS T-Mobile US Inc. | 0.98% | 7,881 | $1.9M | Add +1.6% |
| EXPD Expeditors Intl Wash Inc. | 0.97% | 16,367 | $1.9M | Add +2.1% |
| EA Electronic Arts Inc. | 0.97% | 11,648 | $1.9M | Add +1.4% |
| GIS General Mills Inc. | 0.90% | 33,412 | $1.7M | Add +2.3% |
| PEP Pepsico Inc. | 0.89% | 13,004 | $1.7M | Add +5.9% |
| CVX Chevron Corp. | 0.82% | 11,071 | $1.6M | Reduce -26.5% |
| LMT Lockheed Martin Corp. | 0.80% | 3,340 | $1.5M | Add +2.0% |
| CSCO Cisco Systems Inc. | 0.79% | 21,921 | $1.5M | Add +0.3% |
| ACN Accenture PLC Class A | 0.77% | 4,987 | $1.5M | Add +0.3% |
| DFSV Dimensional US Small Cap Val | 0.71% | 46,442 | $1.4M | Add +81.7% |
| NFLX Netflix Inc. | 0.70% | 1,005 | $1.3M | New |
| CW Curtiss-Wright Corp. | 0.69% | 2,736 | $1.3M | Reduce -0.2% |
| SHW The Sherwin-Williams Co. | 0.68% | 3,794 | $1.3M | New |
| EOG EOG Resources Inc. | 0.67% | 10,788 | $1.3M | Add +1.6% |
| PSA Public Storage | 0.65% | 4,238 | $1.2M | Add +1.1% |
| CVLT Commvault Systems Inc. | 0.60% | 6,613 | $1.2M | Add +0.1% |
| DELL Dell Technologies -C | 0.58% | 9,098 | $1.1M | Add +3.1% |
| MRK Merck & Co. Inc. | 0.57% | 13,819 | $1.1M | Add +0.8% |
| CMCSA Comcast Corp. Class A | 0.55% | 29,727 | $1.1M | Add +2.9% |
| WSO Watsco Inc. | 0.55% | 2,381 | $1.1M | Reduce -0.2% |
| SCHO Schwab Short-Term US Treas | 0.54% | 42,283 | $1.0M | Reduce -8.0% |
| DVN Devon Energy Corp. | 0.44% | 26,780 | $852K | Add +1.8% |
| SFM Sprouts Farmers Market Inc. | 0.43% | 5,039 | $830K | Reduce -14.3% |
| EWBC East West Bancorp Inc. | 0.36% | 6,826 | $689K | Reduce -0.3% |
| CBSH Commerce Bancshares Inc. | 0.35% | 10,775 | $670K | Add +1.4% |
| WSM Williams-Sonoma Inc. | 0.33% | 3,849 | $629K | Reduce -0.0% |
| CUBE Cubesmart | 0.32% | 14,560 | $619K | Add +1.4% |
| MEDP Medpace Holdings Inc. | 0.31% | 1,905 | $598K | Reduce -0.1% |
| ORI Old Republic Intl Corp. | 0.30% | 15,246 | $586K | Add +0.5% |
| VSDM Vanguard Short Tax-Ex Bond | 0.30% | 7,625 | $577K | New |
| AIT Applied Industrial Tech Inc. | 0.29% | 2,381 | $553K | Reduce -0.0% |
| EME Emcor Group Inc. | 0.28% | 1,013 | $542K | Add +0.1% |
| RPM RPM International Inc. | 0.27% | 4,708 | $517K | Reduce -0.1% |
| CSL Carlisle Cos Inc. | 0.26% | 1,316 | $491K | Reduce -0.1% |
| FDS Factset Research Systems Inc. | 0.24% | 1,037 | $464K | Reduce -0.8% |
| ATR Aptargroup Inc. | 0.23% | 2,858 | $447K | New |
| CRUS Cirrus Logic Inc. | 0.23% | 4,207 | $439K | Reduce -0.1% |
| MTG Mgic Investment Corp. | 0.23% | 15,641 | $435K | Reduce -0.3% |
| MUSA Murphy USA Inc. | 0.22% | 1,035 | $421K | No change |
| HALO Halozyme Therapeutics Inc. | 0.22% | 8,020 | $417K | Add +0.6% |
| OC Owens Corning | 0.21% | 2,993 | $412K | Reduce -0.1% |
| TTEK Tetra Tech Inc. | 0.19% | 10,302 | $370K | Reduce -0.5% |
| SEIC Sei Investments Company | 0.18% | 3,890 | $350K | Reduce -0.5% |
| TXRH Texas Roadhouse Inc. | 0.18% | 1,850 | $347K | Add +38.9% |
| CWST Casella Waste Systems Inc. Class A | 0.18% | 2,948 | $340K | Reduce -6.7% |
| ROAD Construction Partners Inc. Class A | 0.17% | 3,134 | $333K | Reduce -22.9% |
| DSGX The Descartes Systems Grp | 0.17% | 3,167 | $322K | Reduce -3.8% |
| USFD US Foods Holding Corp. | 0.16% | 4,048 | $312K | New |
| FFIN First Finl Bankshares Inc. | 0.16% | 8,565 | $308K | Reduce -0.4% |
| TTC Toro Co. | 0.16% | 4,355 | $308K | Reduce -0.3% |
| MTDR Matador Resources Co. | 0.15% | 6,227 | $297K | Reduce -0.3% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.15% | 5,367 | $295K | Reduce -4.3% |
| PEGA Pegasystems Inc. | 0.15% | 5,306 | $287K | New |
| OPCH Option Care Health Inc. | 0.15% | 8,796 | $286K | Reduce -0.3% |
| ESE Esco Technologies Inc. | 0.15% | 1,481 | $284K | Reduce -2.3% |
| RBC RBC Bearings Inc. | 0.15% | 730 | $281K | Reduce -15.1% |
| FSV Firstservice Corp. | 0.15% | 1,600 | $279K | Reduce -2.4% |
| NBIX Neurocrine Biosciences Inc. | 0.14% | 2,216 | $279K | Add +2.6% |
| WTRG Essential Utilities Inc. | 0.14% | 7,462 | $277K | Reduce -0.5% |
| GNTX Gentex Corp. | 0.13% | 11,780 | $259K | Reduce -0.5% |
| VSMV Victoryshares US Min Vol ETF | 0.13% | 5,252 | $259K | Add +14.8% |
| NOVT Novanta Inc. | 0.13% | 1,915 | $247K | Add +18.2% |
| MMSI Merit Medical Systems Inc. | 0.13% | 2,592 | $242K | Reduce -3.3% |
| EXPO Exponent Inc. | 0.12% | 3,176 | $237K | Reduce -4.7% |
| STVN Stevanato Group SPA | 0.12% | 9,390 | $229K | New |
| CHRD Chord Energy Corp. | 0.12% | 2,294 | $222K | Add +0.0% |
| BCPC Balchem Corp. | 0.11% | 1,388 | $221K | Reduce -2.8% |
| MUR Murphy Oil Corp. | 0.11% | 9,655 | $217K | Reduce -0.1% |
| LNTH Lantheus Holdings Inc. | 0.11% | 2,653 | $217K | Add +3.9% |
| FSS Federal Signal Corp. | 0.11% | 1,950 | $208K | New |
| TBIL F/M US Treasury 3 Month Bill | 0.11% | 4,149 | $207K | No change |
| SSD Simpson Manufacturing Co. Inc. | 0.11% | 1,333 | $207K | Reduce -2.2% |
| SPSC SPS Commerce Inc. | 0.10% | 1,482 | $202K | Reduce -2.3% |
| CCC CCC Intelligent Solutions Ho | 0.08% | 16,920 | $159K | Add +19.7% |
| HLMN Hillman Solutions Corp. | 0.04% | 10,275 | $73K | Reduce -2.5% |
Portfolio Sells Q1 2025 → Q2 2025
| HOLX Hologic Inc. | Sold out | 0.00% | −1.04 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.97 |
| CVX Chevron Corp. | Reduce -26.5% | 0.82% | −0.58 |
| BLK BlackRock Inc. | Reduce -26.3% | 1.07% | −0.33 |
| SUB iShares Short-Term National | Reduce -1.9% | 2.41% | −0.20 |
| SKX Skechers USA Inc. Class A | Sold out | 0.00% | −0.20 |
| ARW Arrow Electronics Inc. | Sold out | 0.00% | −0.17 |
| WSO Watsco Inc. | Reduce -0.2% | 0.55% | −0.13 |
| EFOR Everforth Inc. | Sold out | 0.00% | −0.13 |
| CWAN Clearwater Analytics HDS-A | Sold out | 0.00% | −0.12 |
| AAON Aaon Inc. | Sold out | 0.00% | −0.12 |
| LMAT Lemaitre Vascular Inc. | Sold out | 0.00% | −0.11 |
| CSW CSW Industrials Inc. | Sold out | 0.00% | −0.11 |
| SCHO Schwab Short-Term US Treas | Reduce -8.0% | 0.54% | −0.09 |
| AVUV Avantis US Small Cap Value | Reduce -0.8% | 2.26% | −0.08 |
| SFM Sprouts Farmers Market Inc. | Reduce -14.3% | 0.43% | −0.07 |
| NEOG Neogen Corp. | Sold out | 0.00% | −0.05 |
| MUR Murphy Oil Corp. | Reduce -0.1% | 0.11% | −0.04 |
| RPM RPM International Inc. | Reduce -0.1% | 0.27% | −0.04 |
| MMSI Merit Medical Systems Inc. | Reduce -3.3% | 0.13% | −0.03 |
| EXPO Exponent Inc. | Reduce -4.7% | 0.12% | −0.03 |
| OC Owens Corning | Reduce -0.1% | 0.21% | −0.02 |
| FDS Factset Research Systems Inc. | Reduce -0.8% | 0.24% | −0.02 |
| OPCH Option Care Health Inc. | Reduce -0.3% | 0.15% | −0.02 |
| MTDR Matador Resources Co. | Reduce -0.3% | 0.15% | −0.02 |
| WTRG Essential Utilities Inc. | Reduce -0.5% | 0.14% | −0.02 |
| CWST Casella Waste Systems Inc. Class A | Reduce -6.7% | 0.18% | −0.02 |
| GNTX Gentex Corp. | Reduce -0.5% | 0.13% | −0.02 |
| HRB H&R Block Inc. | Reduce -4.3% | 0.15% | −0.02 |
| DSGX The Descartes Systems Grp | Reduce -3.8% | 0.17% | −0.02 |
| BCPC Balchem Corp. | Reduce -2.8% | 0.11% | −0.02 |
| TTC Toro Co. | Reduce -0.3% | 0.16% | −0.02 |
| HLMN Hillman Solutions Corp. | Reduce -2.5% | 0.04% | −0.01 |
| MEDP Medpace Holdings Inc. | Reduce -0.1% | 0.31% | −0.01 |
| WSM Williams-Sonoma Inc. | Reduce -0.0% | 0.33% | −0.01 |
| FFIN First Finl Bankshares Inc. | Reduce -0.4% | 0.16% | −0.01 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -2.2% | 0.11% | −0.01 |
| AIT Applied Industrial Tech Inc. | Reduce -0.0% | 0.29% | −0.01 |
| RBC RBC Bearings Inc. | Reduce -15.1% | 0.15% | −0.01 |
| SPSC SPS Commerce Inc. | Reduce -2.3% | 0.10% | −0.01 |
| FSV Firstservice Corp. | Reduce -2.4% | 0.15% | −0.01 |
| CRUS Cirrus Logic Inc. | Reduce -0.1% | 0.23% | −0.01 |
| CSL Carlisle Cos Inc. | Reduce -0.1% | 0.26% | +0.01 |
| MTG Mgic Investment Corp. | Reduce -0.3% | 0.23% | +0.01 |
| ROAD Construction Partners Inc. Class A | Reduce -22.9% | 0.17% | +0.01 |
| SEIC Sei Investments Company | Reduce -0.5% | 0.18% | +0.01 |
| ESE Esco Technologies Inc. | Reduce -2.3% | 0.15% | +0.01 |
| EWBC East West Bancorp Inc. | Reduce -0.3% | 0.36% | +0.02 |
| TTEK Tetra Tech Inc. | Reduce -0.5% | 0.19% | +0.02 |
| CW Curtiss-Wright Corp. | Reduce -0.2% | 0.69% | +0.21 |
Portfolio Buys Q1 2025 → Q2 2025
| RMD Resmed Inc. | New | 1.10% | +1.10 |
| MSFT Microsoft Corp. | Add +1.9% | 4.64% | +0.96 |
| NVDA Nvidia Corp. | Add +0.8% | 2.95% | +0.80 |
| VXUS Vanguard Total Intl Stock | Add +3.2% | 11.29% | +0.75 |
| NFLX Netflix Inc. | New | 0.70% | +0.70 |
| SHW The Sherwin-Williams Co. | New | 0.68% | +0.68 |
| ADBE Adobe Inc. | Add +54.0% | 1.23% | +0.38 |
| META Meta Platforms Inc. Class A | Add +1.3% | 1.90% | +0.33 |
| DFSV Dimensional US Small Cap Val | Add +81.7% | 0.71% | +0.31 |
| VSDM Vanguard Short Tax-Ex Bond | New | 0.30% | +0.30 |
| KLAC KLA Corp. | Add +1.8% | 1.20% | +0.24 |
| ATR Aptargroup Inc. | New | 0.23% | +0.23 |
| LRCX Lam Research Corp. | Add +1.2% | 1.10% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +2.4% | 2.67% | +0.22 |
| ULTA Ulta Beauty Inc. | Add +2.5% | 1.15% | +0.21 |
| JPM JPMorgan Chase & Co. | Add +2.5% | 1.78% | +0.20 |
| AMZN Amazon.com Inc. | Add +1.8% | 2.16% | +0.19 |
| KORP American Century Diversified | Add +12.8% | 3.21% | +0.18 |
| USFD US Foods Holding Corp. | New | 0.16% | +0.16 |
| CORP PIMCO Inv Grade Corp. BD ETF | Add +12.6% | 2.90% | +0.16 |
| PEGA Pegasystems Inc. | New | 0.15% | +0.15 |
| MBB iShares MBS ETF | Add +11.9% | 3.31% | +0.14 |
| DELL Dell Technologies -C | Add +3.1% | 0.58% | +0.13 |
| STVN Stevanato Group SPA | New | 0.12% | +0.12 |
| CDNS Cadence Design SYS Inc. | Add +0.6% | 0.98% | +0.12 |
| FSS Federal Signal Corp. | New | 0.11% | +0.11 |
| EME Emcor Group Inc. | Add +0.1% | 0.28% | +0.07 |
| TXRH Texas Roadhouse Inc. | Add +38.9% | 0.18% | +0.06 |
| EA Electronic Arts Inc. | Add +1.4% | 0.97% | +0.04 |
| CSCO Cisco Systems Inc. | Add +0.3% | 0.79% | +0.04 |
| CVLT Commvault Systems Inc. | Add +0.1% | 0.60% | +0.02 |
| NOVT Novanta Inc. | Add +18.2% | 0.13% | +0.01 |
| CCC CCC Intelligent Solutions Ho | Add +19.7% | 0.08% | +0.01 |
| NBIX Neurocrine Biosciences Inc. | Add +2.6% | 0.14% | +0.01 |
| VSMV Victoryshares US Min Vol ETF | Add +14.8% | 0.13% | +0.01 |
| LMT Lockheed Martin Corp. | Add +2.0% | 0.80% | −0.01 |
| V Visa Inc. Class A | Add +5.0% | 1.85% | −0.02 |
| CUBE Cubesmart | Add +1.4% | 0.32% | −0.02 |
| CBSH Commerce Bancshares Inc. | Add +1.4% | 0.35% | −0.02 |
| LNTH Lantheus Holdings Inc. | Add +3.9% | 0.11% | −0.03 |
| ORI Old Republic Intl Corp. | Add +0.5% | 0.30% | −0.03 |
| CHRD Chord Energy Corp. | Add +0.0% | 0.12% | −0.03 |
| CMCSA Comcast Corp. Class A | Add +2.9% | 0.55% | −0.04 |
| PSA Public Storage | Add +1.1% | 0.65% | −0.05 |
| HD Home Depot Inc. | Add +1.1% | 1.08% | −0.07 |
| HALO Halozyme Therapeutics Inc. | Add +0.6% | 0.22% | −0.07 |
| EOG EOG Resources Inc. | Add +1.6% | 0.67% | −0.09 |
| ACN Accenture PLC Class A | Add +0.3% | 0.77% | −0.09 |
| AEE Ameren Corporation | Add +1.5% | 0.98% | −0.10 |
| EXPD Expeditors Intl Wash Inc. | Add +2.1% | 0.97% | −0.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 110 | $211.6M | VXUS, MUB, NVDA, MSFT, AAPL |
| Q2 2025 | 107 | $192.5M | VXUS, MUB, MSFT, AAPL, MBB |
| Q1 2025 | 108 | $179.6M | VXUS, MUB, AAPL, MSFT, MBB |
| Q4 2024 | 111 | $187.3M | VXUS, AAPL, MUB, MSFT, NVDA |
| Q3 2024 | 115 | $198.5M | VXUS, MUB, AAPL, MSFT, SUB |
| Q2 2024 | 112 | $187.4M | VXUS, MUB, MSFT, AAPL, SUB |
| Q1 2024 | 117 | $187.0M | VXUS, MUB, MSFT, AAPL, SUB |