Lindenwold Advisors, Inc Top Holdings and 13F Report (2025) About Lindenwold Advisors, IncInvestment ActivityLindenwold Advisors, Inc has $192.53 million in total holdings as of June 30, 2025.Lindenwold Advisors, Inc owns shares of 107 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 7.03% of the portfolio was purchased this quarter.About 3.82% of the portfolio was sold this quarter.This quarter, Lindenwold Advisors, Inc has purchased 108 new stocks and bought additional shares in 56 stocks.Lindenwold Advisors, Inc sold shares of 40 stocks and completely divested from 10 stocks this quarter.Largest Holdings Vanguard Total International Stock ETF $21,743,314iShares National Muni Bond ETF $10,151,277Microsoft $8,930,002Apple $7,993,013iShares MBS ETF $6,364,146 Largest New Holdings this Quarter 761152107 - ResMed $2,127,210 Holding64110L106 - Netflix $1,345,826 Holding824348106 - Sherwin-Williams $1,302,708 Holding922907696 - VANGUARD MUN BD FDS $577,289 Holding038336103 - AptarGroup $447,077 Holding Largest Purchases this Quarter ResMed 8,245 shares (about $2.13M)Netflix 1,005 shares (about $1.35M)Sherwin-Williams 3,794 shares (about $1.30M)Adobe 2,138 shares (about $827.15K)American Century Diversified Corporate Bond ETF 14,892 shares (about $700.97K) Largest Sales this Quarter BLACKROCK INC 699 shares (about $733.43K)Chevron 3,985 shares (about $570.61K)Sprouts Farmers Market 840 shares (about $138.30K)Construction Partners 930 shares (about $98.84K)Schwab Short-Term U.S. Treasury ETF 3,650 shares (about $88.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLindenwold Advisors, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVXUSVanguard Total International Stock ETF$21,743,314$678,187 ▲3.2%314,71011.3%ETFMUBiShares National Muni Bond ETF$10,151,277$317,097 ▲3.2%97,1605.3%ETFMSFTMicrosoft$8,930,002$167,130 ▲1.9%17,9534.6%Computer and TechnologyAAPLApple$7,993,013$158,596 ▲2.0%38,9584.2%Computer and TechnologyMBBiShares MBS ETF$6,364,146$679,576 ▲12.0%67,7833.3%ETFKORPAmerican Century Diversified Corporate Bond ETF$6,187,210$700,966 ▲12.8%131,4473.2%ETFNVDANVIDIA$5,674,685$45,501 ▲0.8%35,9182.9%Computer and TechnologyCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$5,587,540$626,384 ▲12.6%57,4202.9%ETFGOOGLAlphabet$5,138,162$118,603 ▲2.4%29,1562.7%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$4,643,549$87,305 ▼-1.8%43,6672.4%ETFAVUVAvantis U.S. Small Cap Value ETF$4,358,771$33,343 ▼-0.8%47,8462.3%ETFAMZNAmazon.com$4,159,854$73,057 ▲1.8%18,9612.2%Retail/WholesaleMETAMeta Platforms$3,652,807$47,976 ▲1.3%4,9491.9%Computer and TechnologyVVisa$3,569,673$168,294 ▲4.9%10,0541.9%Business ServicesJPMJPMorgan Chase & Co.$3,424,860$83,781 ▲2.5%11,8141.8%FinanceMMCMarsh & McLennan Companies$3,264,732$111,069 ▲3.5%14,9321.7%FinancePGRProgressive$3,260,495$78,190 ▲2.5%12,2181.7%FinanceUNPUnion Pacific$2,881,292$57,980 ▲2.1%12,5231.5%TransportationABBVAbbVie$2,874,697$72,206 ▲2.6%15,4871.5%MedicalUNHUnitedHealth Group$2,711,331$74,873 ▲2.8%8,6911.4%MedicalSNASnap-On$2,502,198$69,082 ▲2.8%8,0411.3%Consumer DiscretionaryPGProcter & Gamble$2,432,020$59,745 ▲2.5%15,2651.3%Consumer StaplesADBEAdobe$2,360,355$827,149 ▲53.9%6,1011.2%Computer and TechnologyKLACKLA$2,311,905$41,204 ▲1.8%2,5811.2%Computer and TechnologyMCDMcDonald's$2,258,182$59,603 ▲2.7%7,7291.2%Retail/WholesaleULTAUlta Beauty$2,212,321$53,799 ▲2.5%4,7291.1%Retail/WholesaleRMDResMed$2,127,210$2,127,210 ▲New Holding8,2451.1%MedicalLAM RESEARCH CORP$2,109,747$25,406 ▲1.2%21,6741.1%COM NEWHDHome Depot$2,080,682$21,632 ▲1.1%5,6751.1%Retail/WholesaleBLACKROCK INC$2,056,530$733,426 ▼-26.3%1,9601.1%COMCDNSCadence Design Systems$1,886,802$11,402 ▲0.6%6,1231.0%Computer and TechnologyAEEAmeren$1,879,023$27,083 ▲1.5%19,5651.0%UtilitiesTMUST-Mobile US$1,877,727$29,782 ▲1.6%7,8811.0%Computer and TechnologyEXPDExpeditors International of Washington$1,869,930$38,502 ▲2.1%16,3671.0%TransportationEAElectronic Arts$1,860,186$25,552 ▲1.4%11,6481.0%Consumer DiscretionaryGISGeneral Mills$1,731,076$38,702 ▲2.3%33,4120.9%Consumer StaplesPEPPepsiCo$1,717,048$96,125 ▲5.9%13,0040.9%Consumer StaplesCVXChevron$1,585,256$570,612 ▼-26.5%11,0710.8%EnergyLMTLockheed Martin$1,546,888$30,104 ▲2.0%3,3400.8%AerospaceCSCOCisco Systems$1,520,879$3,955 ▲0.3%21,9210.8%Computer and TechnologyACNAccenture$1,490,564$4,483 ▲0.3%4,9870.8%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$1,366,788$614,646 ▲81.7%46,4420.7%ETFNFLXNetflix$1,345,826$1,345,826 ▲New Holding1,0050.7%Consumer DiscretionaryCWCurtiss-Wright$1,336,673$2,443 ▼-0.2%2,7360.7%AerospaceSHWSherwin-Williams$1,302,708$1,302,708 ▲New Holding3,7940.7%Basic MaterialsEOGEOG Resources$1,290,353$20,214 ▲1.6%10,7880.7%EnergyPSAPublic Storage$1,243,514$13,204 ▲1.1%4,2380.6%FinanceCVLTCommVault Systems$1,152,844$523 ▲0.0%6,6130.6%Computer and TechnologyDELLDell Technologies$1,115,415$33,960 ▲3.1%9,0980.6%Computer and TechnologyMRKMerck & Co., Inc.$1,093,944$8,945 ▲0.8%13,8190.6%MedicalCMCSAComcast$1,060,957$30,301 ▲2.9%29,7270.6%Consumer DiscretionaryWSOWatsco$1,051,497$2,208 ▼-0.2%2,3810.5%ConstructionSCHOSchwab Short-Term U.S. Treasury ETF$1,030,860$88,987 ▼-7.9%42,2830.5%ETFDVNDevon Energy$851,872$15,046 ▲1.8%26,7800.4%EnergySFMSprouts Farmers Market$829,621$138,298 ▼-14.3%5,0390.4%Retail/WholesaleEWBCEast West Bancorp$689,289$2,020 ▼-0.3%6,8260.4%FinanceCBSHCommerce Bancshares$669,882$9,077 ▲1.4%10,7750.3%FinanceWSMWilliams-Sonoma$628,811$163 ▼0.0%3,8490.3%Retail/WholesaleCUBECubeSmart$618,800$8,245 ▲1.4%14,5600.3%FinanceMEDPMedpace$597,903$628 ▼-0.1%1,9050.3%MedicalORIOld Republic International$586,056$2,652 ▲0.5%15,2460.3%FinanceVANGUARD MUN BD FDS$577,289$577,289 ▲New Holding7,6250.3%SHORT TAX EXEMPTAITApplied Industrial Technologies$553,463$232 ▼0.0%2,3810.3%IndustrialsEMEEMCOR Group$541,844$535 ▲0.1%1,0130.3%ConstructionRPMRPM International$517,127$549 ▼-0.1%4,7080.3%Basic MaterialsCSLCarlisle Companies$491,394$373 ▼-0.1%1,3160.3%Multi-Sector ConglomeratesFDSFactSet Research Systems$463,829$3,578 ▼-0.8%1,0370.2%Business ServicesATRAptarGroup$447,077$447,077 ▲New Holding2,8580.2%IndustrialsCRUSCirrus Logic$438,601$209 ▼0.0%4,2070.2%Computer and TechnologyMTGMGIC Investment$435,445$1,141 ▼-0.3%15,6410.2%FinanceMUSAMurphy USA$421,0380.0%1,0350.2%Retail/WholesaleHALOHalozyme Therapeutics$417,200$2,601 ▲0.6%8,0200.2%MedicalOCOwens Corning$411,597$413 ▼-0.1%2,9930.2%ConstructionTTEKTetra Tech$370,460$1,870 ▼-0.5%10,3020.2%IndustrialsSEICSEI Investments$349,555$1,617 ▼-0.5%3,8900.2%FinanceTXRHTexas Roadhouse$346,709$97,079 ▲38.9%1,8500.2%Retail/WholesaleCWSTCasella Waste Systems$340,140$24,230 ▼-6.6%2,9480.2%Business ServicesROADConstruction Partners$333,082$98,841 ▼-22.9%3,1340.2%ConstructionDSGXThe Descartes Systems Group$321,910$12,706 ▼-3.8%3,1670.2%Computer and TechnologyUSFDUS Foods$311,736$311,736 ▲New Holding4,0480.2%Consumer StaplesFFINFirst Financial Bankshares$308,169$1,151 ▼-0.4%8,5650.2%FinanceTTCToro$307,811$777 ▼-0.3%4,3550.2%Consumer DiscretionaryMTDRMatador Resources$297,152$764 ▼-0.3%6,2270.2%EnergyHRBH&R Block$294,595$13,338 ▼-4.3%5,3670.2%Consumer DiscretionaryPEGAPegasystems$287,214$287,214 ▲New Holding5,3060.1%Computer and TechnologyOPCHOption Care Health$285,694$974 ▼-0.3%8,7960.1%MedicalESEESCO Technologies$284,159$6,715 ▼-2.3%1,4810.1%IndustrialsRBCRBC Bearings$280,904$50,024 ▼-15.1%7300.1%IndustrialsFSVFirstService$279,392$6,985 ▼-2.4%1,6000.1%FinanceNBIXNeurocrine Biosciences$278,529$7,039 ▲2.6%2,2160.1%MedicalWTRGEssential Utilities$277,139$1,263 ▼-0.5%7,4620.1%UtilitiesGNTXGentex$259,042$1,231 ▼-0.5%11,7800.1%Auto/Tires/TrucksVSMVVictoryShares US Multi-Factor Minimum Volatility ETF$258,840$33,316 ▲14.8%5,2520.1%ETFNOVTNovanta$246,901$38,034 ▲18.2%1,9150.1%Computer and TechnologyMMSIMerit Medical Systems$242,300$8,320 ▼-3.3%2,5920.1%MedicalEXPOExponent$237,279$11,580 ▼-4.7%3,1760.1%Business ServicesSTVNStevanato Group$229,398$229,398 ▲New Holding9,3900.1%MedicalCHRDChord Energy$222,174$97 ▲0.0%2,2940.1%EnergyBCPCBalchem$220,970$6,368 ▼-2.8%1,3880.1%Basic MaterialsMURMurphy Oil$217,238$180 ▼-0.1%9,6550.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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