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Latest Lindenwold Advisors, INC Stock Portfolio

$211Million | No. of Holdings #109

Lindenwold Advisors, INC Performance

2025 Q3+5.84%
YTD+7.82%
2024+6.93%

About Lindenwold Advisors, INC and 13F Hedge Fund Stock Holdings

On 2025-12-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lindenwold Advisors, INC reported an equity portfolio of $211.6 Millions as of 30 Sep, 2025. <br><br> The top stock holdings of Lindenwold Advisors, INC are VXUS, AAXJ, NVDA. The fund has invested 11.6% of it's portfolio in VANGUARD STAR FDS and 5.3% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off MERCK & CO INC (MRK), WILLIAMS SONOMA INC (WSM) and TETRA TECH INC NEW (TTEK) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), COMMVAULT SYS INC (CVLT) and CONSTRUCTION PARTNERS INC (ROAD). Lindenwold Advisors, INC opened new stock positions in ZOETIS INC (ZTS), BROADCOM INC (AVGO) and TCW ETF TRUST (NETZ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD MUN BD FDS (VTEB), ESSENTIAL UTILS INC (WTRG) and TEXAS ROADHOUSE INC (TXRH).
Lindenwold Advisors, INC Equity Portfolio Value
Last Reported on: 16 Dec, 2025
$211Million
  as of Dec 16, 2025

Lindenwold Advisors, INC Annual Return Estimates Vs S&P 500

Our best estimate is that Lindenwold Advisors, INC made a return of 5.84% in the last quarter. In trailing 12 months, it's portfolio return was 5.5%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
zoetis inc2,448,810
broadcom inc1,743,570
tcw etf trust562,309
alps etf tr544,585
exchange traded concepts tru426,207
belden inc357,322
topbuild corp350,211
tetra tech inc new347,386
New stocks bought by Lindenwold Advisors, INC

Additions

Ticker% Inc.
vanguard mun bd fds202
essential utils inc133
texas roadhouse inc112
dimensional etf trust51.73
cubesmart41.88
nvidia corporation33.01
victory portfolios ii29.21
ishares tr8.62
Additions to existing portfolio by Lindenwold Advisors, INC

Reductions

Ticker% Reduced
unitedhealth group inc-39.59
commvault sys inc-29.11
construction partners inc-27.86
kla corp-24.41
curtiss wright corp-24.2
firstservice corp new-21.88
medpace hldgs inc-21.73
apple inc-20.37
Lindenwold Advisors, INC reduced stake in above stock

Sold off

Ticker$ Sold
merck & co inc-1,093,940
tetra tech inc new-370,460
hillman solutions corp-73,364
williams sonoma inc-628,811
lantheus hldgs inc-217,175
merit med sys inc-242,300
federal signal corp-207,519
novanta inc-246,901
Lindenwold Advisors, INC got rid off the above stocks

Sector Distribution

Lindenwold Advisors, INC has about 36.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
  • Energy
  • Utilities
  • Basic Materials
Sector%
Others36.2
Technology19.9
Financial Services7.9
Communication Services7.7
Industrials7.2
Consumer Cyclical6.2
Healthcare5.9
Consumer Defensive3.3
Energy2.1
Utilities1.3
Basic Materials1.1

Market Cap. Distribution

Lindenwold Advisors, INC has about 58.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED36.2
MEGA-CAP32.6
LARGE-CAP26.1
MID-CAP5.2

Stocks belong to which Index?

About 57% of the stocks held by Lindenwold Advisors, INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50054.1
Others42.9
RUSSELL 20002.9
Top 5 Winners (%)%
MEDP
medpace hldgs inc
56.9 %
HALO
halozyme therapeutics inc
40.3 %
GOOG
alphabet inc
37.9 %
LRCX
lam research corp
34.5 %
GNTX
gentex corp
28.5 %
Top 5 Winners ($)$
GOOG
alphabet inc
1.9 M
AAPL
apple inc
1.7 M
VXUS
vanguard star fds
1.4 M
NVDA
nvidia corporation
1.2 M
LRCX
lam research corp
0.7 M
Top 5 Losers (%)%
FDS
factset resh sys inc
-35.9 %
SFM
sprouts fmrs mkt inc
-32.1 %
CWST
casella waste sys inc
-17.6 %
ACN
accenture plc ireland
-17.4 %
ATR
aptargroup inc
-14.5 %
Top 5 Losers ($)$
SFM
sprouts fmrs mkt inc
-0.3 M
ACN
accenture plc ireland
-0.3 M
MMC
marsh & mclennan cos inc
-0.3 M
PGR
progressive corp
-0.2 M
ADBE
adobe inc
-0.2 M

Lindenwold Advisors, INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Lindenwold Advisors, INC

Lindenwold Advisors, INC has 109 stocks in it's portfolio. About 43.5% of the portfolio is in top 10 stocks. SFM proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Lindenwold Advisors, INC last quarter.

$211.63MTotal Value
120Positions
16 Dec, 2025Last Reported
Current holdings of Current Stock Holdings of Lindenwold Advisors, INC, last reported on 16 Dec, 2025. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lindenwold Advisors, INC's holding in Ishares Tr over time
5.31%105,536
$11.24M
5.31%
increased 8.62 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lindenwold Advisors, INC's holding in Ishares Tr over time
3.19%70,870
$6.74M
3.19%
increased 4.55 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lindenwold Advisors, INC's holding in Ishares Tr over time
2.36%46,816
$5.00M
2.36%
increased 7.21 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Lindenwold Advisors, INC's holding in Alps Etf Tr over time
0.26%16,803
$544.6K
0.26%
new position
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Lindenwold Advisors, INC's holding in Alps Etf Tr over time
0.16%6,998
$328.4K
0.16%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Lindenwold Advisors, INC's holding in American Centy Etf Tr over time
3.1%137,714
$6.56M
3.1%
increased 4.77 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Lindenwold Advisors, INC's holding in American Centy Etf Tr over time
2.29%48,623
$4.84M
2.29%
increased 1.62 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Lindenwold Advisors, INC's holding in Global X Fds over time
0.15%15,434
$316.1K
0.15%
new position