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Showing Q3 2025 data
Lindenwold Advisors, INC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Lindenwold Advisors, INC
•CIK: 1874374•Filing: Q3 2025
**Lindenwold Advisors, INC** manages $212M across a diversified portfolio of 110 positions. The fund exhibits notable allocations to international equities, with VXUS representing the largest holding at $24.6M. Core technology exposure is evident through significant positions in NVDA ($8.9M), MSFT ($8.1M), and AAPL ($7.9M). These concentrated holdings suggest a strategic focus on global growth leaders and established tech mega-caps.
Total AUM
$211.6M
QoQ Performance
+9.9%
Positions
106
Top 10 Concentration
43.5%
Latest Filing
Q3 2025
Top Holdings Allocation
VXUS
MUB
VXUS11.6%
MUB5.3%
NVDA4.2%
MSFT3.8%
AAPL3.7%
GOOGL3.3%
MBB3.2%
KORP3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.5%
Technology21.2%
Financial4.4%
Consumer4.2%
Healthcare2.6%
Industrial2.2%
Communication1.9%
Consumer Staples0.9%
🚪 Exited Positionssold since Q2 2025
+5 more exited positions
Changes from Q2 2025
NEW13 new positions
↑70 increased
↓26 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023