Lindenwold Advisors, INC
data from 30/09/2025
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Lindenwold Advisors, INC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | VXUS | VANGUARD STAR FDS | 11.61% | 24.576 M $ | 334556 | 2021/12/31 | 1.375 M $ | 6.33 % |
| 2025/09/30 | MUB | ISHARES TR | 5.31% | 11.239 M $ | 105536 | 2021/12/31 | 195.291 K $ | 1.92 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 4.21% | 8.914 M $ | 47775 | 2024/03/31 | 1.027 M $ | 18.10 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 3.85% | 8.138 M $ | 15711 | 2021/12/31 | 368.754 K $ | 4.13 % |
| 2025/09/30 | AAPL | APPLE INC | 3.73% | 7.899 M $ | 31023 | 2021/12/31 | 1.927 M $ | 24.11 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 3.35% | 7.079 M $ | 29121 | 2021/12/31 | 1.950 M $ | 37.94 % |
| 2025/09/30 | MBB | ISHARES TR | 3.19% | 6.743 M $ | 70870 | 2021/12/31 | 85.406 K $ | 1.34 % |
| 2025/09/30 | KORP | AMERICAN CENTY ETF TR | 3.10% | 6.555 M $ | 137714 | 2021/12/31 | 69.666 K $ | 1.13 % |
| 2025/09/30 | CORP | PIMCO ETF TR | 2.80% | 5.930 M $ | 60131 | 2021/12/31 | 75.220 K $ | 1.35 % |
| 2025/09/30 | SUB | ISHARES TR | 2.36% | 4.999 M $ | 46816 | 2021/12/31 | 19.213 K $ | 0.41 % |
| 2025/09/30 | AVUV | AMERICAN CENTY ETF TR | 2.29% | 4.839 M $ | 48623 | 2025/03/31 | 403.341 K $ | 9.25 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 1.96% | 4.150 M $ | 18901 | 2021/12/31 | 3.412 K $ | 0.08 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 1.77% | 3.747 M $ | 11881 | 2021/12/31 | 301.493 K $ | 8.80 % |
| 2025/09/30 | META | META PLATFORMS INC | 1.73% | 3.656 M $ | 4978 | 2021/12/31 | -18.360 K $ | -0.50 % |
| 2025/09/30 | ABBV | ABBVIE INC | 1.71% | 3.620 M $ | 15635 | 2021/12/31 | 711.163 K $ | 24.74 % |
| 2025/09/30 | V | VISA INC | 1.62% | 3.432 M $ | 10053 | 2022/12/31 | -137.438 K $ | -3.85 % |
| 2025/09/30 | PGR | PROGRESSIVE CORP | 1.44% | 3.045 M $ | 12329 | 2021/12/31 | -243.260 K $ | -7.46 % |
| 2025/09/30 | MMC | MARSH & MCLENNAN COS INC | 1.43% | 3.022 M $ | 14994 | 2021/12/31 | -255.486 K $ | -7.83 % |
| 2025/09/30 | UNP | UNION PAC CORP | 1.41% | 2.982 M $ | 12617 | 2021/12/31 | 78.769 K $ | 2.73 % |
| 2025/09/30 | SNA | SNAP ON INC | 1.32% | 2.784 M $ | 8035 | 2021/12/31 | 284.249 K $ | 11.36 % |
| 2025/09/30 | ULTA | ULTA BEAUTY INC | 1.23% | 2.610 M $ | 4774 | 2023/06/30 | 373.259 K $ | 16.87 % |
| 2025/09/30 | ZTS | ZOETIS INC | 1.16% | 2.449 M $ | 16736 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | LRCX | LAM RESEARCH CORP | 1.15% | 2.436 M $ | 18196 | 2024/12/31 | 792.401 K $ | 37.56 % |
| 2025/09/30 | MCD | MCDONALDS CORP | 1.12% | 2.372 M $ | 7805 | 2021/12/31 | 90.583 K $ | 4.01 % |
| 2025/09/30 | PG | PROCTER AND GAMBLE CO | 1.12% | 2.367 M $ | 15406 | 2021/12/31 | -86.552 K $ | -3.56 % |
| 2025/09/30 | EA | ELECTRONIC ARTS INC | 1.12% | 2.365 M $ | 11723 | 2021/12/31 | 489.216 K $ | 26.30 % |
| 2025/09/30 | HD | HOME DEPOT INC | 1.10% | 2.321 M $ | 5729 | 2021/12/31 | 218.771 K $ | 10.51 % |
| 2025/09/30 | RMD | RESMED INC | 1.09% | 2.300 M $ | 8403 | 2025/06/30 | 129.693 K $ | 6.10 % |
| 2025/09/30 | DFSV | DIMENSIONAL ETF TRUST | 1.06% | 2.244 M $ | 70465 | 2025/03/31 | 111.925 K $ | 8.19 % |
| 2025/09/30 | CDNS | CADENCE DESIGN SYSTEM INC | 1.02% | 2.166 M $ | 6165 | 2021/12/31 | 263.962 K $ | 13.99 % |
| 2025/09/30 | ADBE | ADOBE INC | 1.02% | 2.156 M $ | 6113 | 2021/12/31 | -208.227 K $ | -8.82 % |
| 2025/09/30 | BLK | BLACKROCK INC | 1.01% | 2.146 M $ | 1841 | 2024/12/31 | 228.575 K $ | 11.11 % |
| 2025/09/30 | KLAC | KLA CORP | 0.99% | 2.104 M $ | 1951 | 2022/09/30 | 471.961 K $ | 20.41 % |
| 2025/09/30 | AEE | AMEREN CORP | 0.98% | 2.065 M $ | 19782 | 2024/09/30 | 163.172 K $ | 8.68 % |
| 2025/09/30 | EXPD | EXPEDITORS INTL WASH INC | 0.96% | 2.023 M $ | 16505 | 2021/12/31 | 136.500 K $ | 7.30 % |
| 2025/09/30 | TMUS | T-MOBILE US INC | 0.90% | 1.909 M $ | 7975 | 2024/03/31 | 8.826 K $ | 0.47 % |
| 2025/09/30 | PEP | PEPSICO INC | 0.87% | 1.842 M $ | 13115 | 2021/12/31 | 109.233 K $ | 6.36 % |
| 2025/09/30 | UNH | UNITEDHEALTH GROUP INC | 0.86% | 1.813 M $ | 5250 | 2021/12/31 | 289.671 K $ | 10.68 % |
| 2025/09/30 | VANGUARD MUN BD FDS | 0.84% | 1.770 M $ | 23075 | 2025/06/30 | 7.548 K $ | 1.31 % | |
| 2025/09/30 | AVGO | BROADCOM INC | 0.82% | 1.744 M $ | 5285 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | LMT | LOCKHEED MARTIN CORP | 0.80% | 1.686 M $ | 3378 | 2023/09/30 | 120.473 K $ | 7.79 % |
| 2025/09/30 | GIS | GENERAL MLS INC | 0.79% | 1.679 M $ | 33292 | 2021/12/31 | -46.442 K $ | -2.68 % |
| 2025/09/30 | CVX | CHEVRON CORP NEW | 0.74% | 1.572 M $ | 10120 | 2021/12/31 | 133.959 K $ | 8.45 % |
| 2025/09/30 | CSCO | CISCO SYS INC | 0.71% | 1.508 M $ | 22046 | 2021/12/31 | -21.044 K $ | -1.38 % |
| 2025/09/30 | SHW | SHERWIN WILLIAMS CO | 0.63% | 1.341 M $ | 3873 | 2025/06/30 | 11.002 K $ | 0.84 % |
| 2025/09/30 | DELL | DELL TECHNOLOGIES INC | 0.62% | 1.302 M $ | 9185 | 2024/06/30 | 174.408 K $ | 15.64 % |
| 2025/09/30 | ACN | ACCENTURE PLC IRELAND | 0.59% | 1.238 M $ | 5021 | 2021/12/31 | -260.770 K $ | -17.49 % |
| 2025/09/30 | PSA | PUBLIC STORAGE OPER CO | 0.58% | 1.235 M $ | 4275 | 2021/12/31 | -19.367 K $ | -1.56 % |
| 2025/09/30 | EOG | EOG RES INC | 0.58% | 1.220 M $ | 10881 | 2021/12/31 | -80.802 K $ | -6.26 % |
| 2025/09/30 | NFLX | NETFLIX INC | 0.57% | 1.207 M $ | 1007 | 2025/06/30 | -140.911 K $ | -10.47 % |
| 2025/09/30 | CW | CURTISS WRIGHT CORP | 0.53% | 1.126 M $ | 2074 | 2021/12/31 | 148.811 K $ | 11.13 % |
| 2025/09/30 | SCHO | SCHWAB STRATEGIC TR | 0.49% | 1.031 M $ | 42243 | 2022/09/30 | 845.000 $ | 0.08 % |
| 2025/09/30 | DVN | DEVON ENERGY CORP NEW | 0.45% | 949.916 K $ | 27094 | 2022/03/31 | 87.035 K $ | 10.22 % |
| 2025/09/30 | CMCSA | COMCAST CORP NEW | 0.44% | 940.024 K $ | 29918 | 2021/12/31 | -126.934 K $ | -11.96 % |
| 2025/09/30 | CVLT | COMMVAULT SYS INC | 0.42% | 885.001 K $ | 4688 | 2022/03/31 | 95.557 K $ | 8.29 % |
| 2025/09/30 | WSO | WATSCO INC | 0.40% | 849.839 K $ | 2102 | 2021/12/31 | -88.858 K $ | -8.45 % |
| 2025/09/30 | CUBE | CUBESMART | 0.40% | 839.954 K $ | 20658 | 2024/03/31 | -26.790 K $ | -4.33 % |
| 2025/09/30 | MEDP | MEDPACE HLDGS INC | 0.36% | 766.613 K $ | 1491 | 2021/12/31 | 381.571 K $ | 63.82 % |
| 2025/09/30 | EWBC | EAST WEST BANCORP INC | 0.35% | 733.441 K $ | 6890 | 2021/12/31 | 37.338 K $ | 5.42 % |
| 2025/09/30 | WTRG | ESSENTIAL UTILS INC | 0.33% | 694.459 K $ | 17405 | 2024/03/31 | 20.595 K $ | 7.43 % |
| 2025/09/30 | EME | EMCOR GROUP INC | 0.31% | 665.129 K $ | 1024 | 2024/09/30 | 116.140 K $ | 21.43 % |
| 2025/09/30 | ORI | OLD REP INTL CORP | 0.31% | 662.532 K $ | 15600 | 2025/03/31 | 61.441 K $ | 10.48 % |
| 2025/09/30 | CBSH | COMMERCE BANCSHARES INC | 0.31% | 659.213 K $ | 11031 | 2021/12/31 | -25.967 K $ | -3.88 % |
| 2025/09/30 | TXRH | TEXAS ROADHOUSE INC | 0.31% | 652.637 K $ | 3928 | 2025/03/31 | -39.330 K $ | -11.34 % |
| 2025/09/30 | AIT | APPLIED INDL TECHNOLOGIES IN | 0.30% | 627.564 K $ | 2404 | 2024/03/31 | 68.096 K $ | 12.30 % |
| 2025/09/30 | HALO | HALOZYME THERAPEUTICS INC | 0.28% | 602.928 K $ | 8221 | 2024/12/31 | 170.986 K $ | 40.98 % |
| 2025/09/30 | NETZ | TCW ETF TRUST | 0.27% | 562.309 K $ | 5756 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | RPM | RPM INTL INC | 0.26% | 560.048 K $ | 4751 | 2021/12/31 | 37.852 K $ | 7.32 % |
| 2025/09/30 | ENFR | ALPS ETF TR | 0.26% | 544.585 K $ | 16803 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CRUS | CIRRUS LOGIC INC | 0.25% | 531.981 K $ | 4246 | 2021/12/31 | 88.473 K $ | 20.17 % |
| 2025/09/30 | SFM | SPROUTS FMRS MKT INC | 0.23% | 488.947 K $ | 4494 | 2021/12/31 | -281.377 K $ | -33.92 % |
| 2025/09/30 | MTG | MGIC INVT CORP WIS | 0.21% | 447.849 K $ | 15786 | 2024/06/30 | 8.289 K $ | 1.90 % |
| 2025/09/30 | CSL | CARLISLE COS INC | 0.21% | 437.846 K $ | 1331 | 2024/03/31 | -58.483 K $ | -11.90 % |
| 2025/09/30 | OC | OWENS CORNING NEW | 0.20% | 427.492 K $ | 3022 | 2022/03/31 | 11.792 K $ | 2.87 % |
| 2025/09/30 | NUKZ | EXCHANGE TRADED CONCEPTS TRU | 0.20% | 426.207 K $ | 6553 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MUSA | MURPHY USA INC | 0.19% | 406.120 K $ | 1046 | 2023/06/30 | -19.188 K $ | -4.56 % |
| 2025/09/30 | ATR | APTARGROUP INC | 0.18% | 386.277 K $ | 2890 | 2025/06/30 | -65.076 K $ | -14.56 % |
| 2025/09/30 | VSMV | VICTORY PORTFOLIOS II | 0.17% | 364.132 K $ | 6786 | 2022/12/31 | 23.003 K $ | 8.89 % |
| 2025/09/30 | BDC | BELDEN INC | 0.17% | 357.322 K $ | 2971 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | BLD | TOPBUILD CORP | 0.17% | 350.211 K $ | 896 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TETRA TECH INC NEW | 0.16% | 347.386 K $ | 10407 | 2025/09/30 | 0.000 $ | 0.00 % | |
| 2025/09/30 | GNTX | GENTEX CORP | 0.16% | 336.628 K $ | 11895 | 2021/12/31 | 74.331 K $ | 28.69 % |
| 2025/09/30 | TTC | TORO CO | 0.16% | 334.823 K $ | 4394 | 2021/12/31 | 24.039 K $ | 7.81 % |
| 2025/09/30 | SEIC | SEI INVTS CO | 0.16% | 333.291 K $ | 3928 | 2021/12/31 | -19.488 K $ | -5.58 % |
| 2025/09/30 | AMLP | ALPS ETF TR | 0.16% | 328.416 K $ | 6998 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DTCR | GLOBAL X FDS | 0.15% | 316.088 K $ | 15434 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NBIX | NEUROCRINE BIOSCIENCES INC | 0.15% | 314.592 K $ | 2241 | 2025/03/31 | 32.553 K $ | 11.69 % |
| 2025/09/30 | USFD | US FOODS HLDG CORP | 0.15% | 313.376 K $ | 4090 | 2025/06/30 | -1.578 K $ | -0.51 % |
| 2025/09/30 | PEGA | PEGASYSTEMS INC | 0.15% | 308.143 K $ | 5359 | 2025/06/30 | 17.881 K $ | 6.23 % |
| 2025/09/30 | FDS | FACTSET RESH SYS INC | 0.14% | 299.669 K $ | 1046 | 2021/12/31 | -166.739 K $ | -35.95 % |
| 2025/09/30 | FFIN | FIRST FINL BANKSHARES INC | 0.14% | 291.005 K $ | 8648 | 2024/06/30 | -19.956 K $ | -6.48 % |
| 2025/09/30 | CWST | CASELLA WASTE SYS INC | 0.14% | 287.297 K $ | 3028 | 2021/12/31 | -60.434 K $ | -17.77 % |
| 2025/09/30 | ROAD | CONSTRUCTION PARTNERS INC | 0.14% | 287.147 K $ | 2261 | 2021/12/31 | 64.936 K $ | 19.50 % |
| 2025/09/30 | MTDR | MATADOR RES CO | 0.13% | 282.610 K $ | 6290 | 2022/06/30 | -17.373 K $ | -5.85 % |
| 2025/09/30 | MUR | MURPHY OIL CORP | 0.13% | 281.202 K $ | 9898 | 2023/09/30 | 57.061 K $ | 26.27 % |
| 2025/09/30 | DSGX | DESCARTES SYS GROUP INC | 0.13% | 273.455 K $ | 2902 | 2021/12/31 | -23.499 K $ | -7.30 % |
| 2025/09/30 | HRB | BLOCK H & R INC | 0.13% | 273.179 K $ | 5402 | 2024/09/30 | -23.185 K $ | -7.87 % |
| 2025/09/30 | RBC | RBC BEARINGS INC | 0.12% | 259.543 K $ | 665 | 2022/03/31 | 4.007 K $ | 1.43 % |
| 2025/09/30 | ESE | ESCO TECHNOLOGIES INC | 0.12% | 256.288 K $ | 1214 | 2024/09/30 | 28.494 K $ | 10.03 % |
| 2025/09/30 | OPCH | OPTION CARE HEALTH INC | 0.12% | 246.620 K $ | 8884 | 2023/12/31 | -41.517 K $ | -14.53 % |