Filling information for Lindenwold Advisors, INC as Treemap, investor disclosed 113 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
75524B104 | 75524B104 | RBC BEARINGS INC | COM | 249021 | 1070 | |
464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 3154304 | 29277 | |
921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 13630521 | 246885 | |
885160101 | 885160101 | THOR INDS INC | COM | 317047 | 3981 | |
303075105 | 303075105 | FACTSET RESH SYS INC | COM | 677012 | 1631 | |
902973304 | 902973304 | US BANCORP DEL | COM NEW | 1230423 | 34131 | |
829073105 | 829073105 | SIMPSON MFG INC | COM | 255680 | 2332 | |
92826C839 | 92826C839 | VISA INC | COM CL A | 1289406 | 5719 | |
833034101 | 833034101 | SNAP ON INC | COM | 1376906 | 5577 | |
960413102 | 960413102 | WESTLAKE CORPORATION | COM | 411961 | 3552 | |
907818108 | 907818108 | UNION PAC CORP | COM | 3051504 | 15162 | |
185123106 | 185123106 | CLEARWATER ANALYTICS HLDGS I | CL A | 161196 | 10100 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 1295294 | 8357 | |
146229109 | 146229109 | CARTERS INC | COM | 399588 | 5556 | |
71375U101 | 71375U101 | PERFICIENT INC | COM | 375460 | 5201 | |
243537107 | 243537107 | DECKERS OUTDOOR CORP | COM | 625774 | 1392 | |
09062X103 | 09062X103 | BIOGEN INC | COM | 1529165 | 5500 | |
053611109 | 053611109 | AVERY DENNISON CORP | COM | 2146623 | 11997 | |
26875P101 | 26875P101 | EOG RES INC | COM | 1276749 | 11138 | |
69374H857 | 69374H857 | PACER FDS TR | PACER US SMALL | 3301058 | 86733 | |
89832Q109 | 89832Q109 | TRUIST FINL CORP | COM | 445755 | 13072 | |
37637Q105 | 37637Q105 | GLACIER BANCORP INC NEW | COM | 266217 | 6337 | |
33767E202 | 33767E202 | FIRSTSERVICE CORP NEW | COM | 288607 | 2047 | |
30303M102 | 30303M102 | META PLATFORMS INC | CL A | 1516431 | 7155 | |
518415104 | 518415104 | LATTICE SEMICONDUCTOR CORP | COM | 508156 | 5321 | |
021369103 | 021369103 | ALTAIR ENGR INC | COM CL A | 288728 | 4004 | |
743315103 | 743315103 | PROGRESSIVE CORP | COM | 2105557 | 14718 | |
58933Y105 | 58933Y105 | MERCK & CO INC | COM | 1786543 | 16792 | |
27579R104 | 27579R104 | EAST WEST BANCORP INC | COM | 509213 | 9175 | |
902681105 | 902681105 | UGI CORP NEW | COM | 310650 | 8937 | |
25179M103 | 25179M103 | DEVON ENERGY CORP NEW | COM | 1000357 | 19766 | |
204166102 | 204166102 | COMMVAULT SYS INC | COM | 490971 | 8653 | |
057665200 | 057665200 | BALCHEM CORP | COM | 217293 | 1718 | |
891092108 | 891092108 | TORO CO | COM | 621718 | 5593 | |
127387108 | 127387108 | CADENCE DESIGN SYSTEM INC | COM | 4830179 | 22991 | |
172755100 | 172755100 | CIRRUS LOGIC INC | COM | 647420 | 5919 | |
037833100 | 037833100 | APPLE INC | COM | 8075483 | 48972 | |
219798105 | 219798105 | QUIDELORTHO CORP | COM | 267715 | 3005 | |
443510607 | 443510607 | HUBBELL INC | COM | 774699 | 3184 | |
371901109 | 371901109 | GENTEX CORP | COM | 464990 | 16589 | |
00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 1845537 | 4789 | |
G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 2839522 | 9935 | |
74460D109 | 74460D109 | PUBLIC STORAGE | COM | 1516441 | 5019 | |
35138V102 | 35138V102 | FOX FACTORY HLDG CORP | COM | 255848 | 2108 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 1534779 | 5489 | |
464288588 | 464288588 | ISHARES TR | MBS ETF | 2599107 | 27437 | |
21044C107 | 21044C107 | CONSTRUCTION PARTNERS INC | COM CL A | 224383 | 8329 | |
042735100 | 042735100 | ARROW ELECTRS INC | COM | 662061 | 5302 | |
58506Q109 | 58506Q109 | MEDPACE HLDGS INC | COM | 478023 | 2542 | |
20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 1400206 | 36935 | |
88162G103 | 88162G103 | TETRA TECH INC NEW | COM | 423542 | 2883 | |
G29183103 | G29183103 | EATON CORP PLC | SHS | 278599 | 1626 | |
690742101 | 690742101 | OWENS CORNING NEW | COM | 386457 | 4034 | |
17275R102 | 17275R102 | CISCO SYS INC | COM | 2009765 | 38446 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 3606173 | 34765 | |
82982L103 | 82982L103 | SITEONE LANDSCAPE SUPPLY INC | COM | 237333 | 1734 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 1849298 | 14192 | |
808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 939598 | 19258 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 2711511 | 18236 | |
285512109 | 285512109 | ELECTRONIC ARTS INC | COM | 1686541 | 14002 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 2495206 | 15293 | |
030420103 | 030420103 | AMERICAN WTR WKS CO INC NEW | COM | 2023027 | 13810 | |
92647N691 | 92647N691 | VICTORY PORTFOLIOS II | VICTORYSHS US | 215791 | 5576 | |
78463M107 | 78463M107 | SPS COMM INC | COM | 417454 | 2741 | |
34959E109 | 34959E109 | FORTINET INC | COM | 1968014 | 29612 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 7014051 | 24329 | |
00191U102 | 00191U102 | ASGN INC | COM | 412937 | 4995 | |
76169C100 | 76169C100 | REXFORD INDL RLTY INC | COM | 388978 | 6521 | |
249906108 | 249906108 | DESCARTES SYS GROUP INC | COM | 395400 | 4899 | |
023135106 | 023135106 | AMAZON COM INC | COM | 2574503 | 24925 | |
607525102 | 607525102 | MODEL N INC | COM | 240248 | 7178 | |
09247X101 | 09247X101 | BLACKROCK INC | COM | 2191368 | 3275 | |
67000B104 | 67000B104 | NOVANTA INC | COM | 365748 | 2299 | |
440452100 | 440452100 | HORMEL FOODS CORP | COM | 268911 | 6743 | |
436440101 | 436440101 | HOLOGIC INC | COM | 2876874 | 35649 | |
431636109 | 431636109 | HILLMAN SOLUTIONS CORP | COM | 104492 | 12410 | |
512807108 | 512807108 | LAM RESEARCH CORP | COM | 2011805 | 3795 | |
942622200 | 942622200 | WATSCO INC | COM | 1013021 | 3184 | |
464288158 | 464288158 | ISHARES TR | SHRT NAT MUN ETF | 4279004 | 40877 | |
85208M102 | 85208M102 | SPROUTS FMRS MKT INC | COM | 390409 | 11145 | |
981811102 | 981811102 | WORTHINGTON INDS INC | COM | 293705 | 4543 | |
70435P102 | 70435P102 | PAYCOR HCM INC | COM | 201154 | 7585 | |
784117103 | 784117103 | SEI INVTS CO | COM | 313475 | 5447 | |
30214U102 | 30214U102 | EXPONENT INC | COM | 373937 | 3751 | |
571748102 | 571748102 | MARSH & MCLENNAN COS INC | COM | 2925617 | 17566 | |
717081103 | 717081103 | PFIZER INC | COM | 887074 | 21742 | |
749685103 | 749685103 | RPM INTL INC | COM | 713972 | 8184 | |
74112D101 | 74112D101 | PRESTIGE CONSMR HEALTHCARE I | COM | 766904 | 12245 | |
713448108 | 713448108 | PEPSICO INC | COM | 2725203 | 14949 | |
737630103 | 737630103 | POTLATCHDELTIC CORPORATION | COM | 316256 | 6389 | |
48123V102 | 48123V102 | ZIFF DAVIS INC | COM | 466505 | 5977 | |
000360206 | 000360206 | AAON INC | COM PAR $0.004 | 414220 | 4284 | |
302130109 | 302130109 | EXPEDITORS INTL WASH INC | COM | 2157801 | 19595 | |
88160R101 | 88160R101 | TESLA INC | COM | 939794 | 4530 | |
969904101 | 969904101 | WILLIAMS SONOMA INC | COM | 578980 | 4759 | |
589378108 | 589378108 | MERCURY SYS INC | COM | 214039 | 4187 | |
482480100 | 482480100 | KLA CORP | COM NEW | 1389511 | 3481 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 4974482 | 10526 | |
576485205 | 576485205 | MATADOR RES CO | COM | 328737 | 6899 | |
025072109 | 025072109 | AMERICAN CENTY ETF TR | DIVERSIFID CRP | 2093924 | 45152 | |
69327R101 | 69327R101 | PDC ENERGY INC | COM | 461069 | 7184 | |
231561101 | 231561101 | CURTISS WRIGHT CORP | COM | 640529 | 3634 | |
00287Y109 | 00287Y109 | ABBVIE INC | COM | 2977988 | 18686 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 1977894 | 6702 | |
88579Y101 | 88579Y101 | 3M CO | COM | 1162622 | 11061 | |
589889104 | 589889104 | MERIT MED SYS INC | COM | 237453 | 3211 | |
147448104 | 147448104 | CASELLA WASTE SYS INC | CL A | 385278 | 4661 | |
370334104 | 370334104 | GENERAL MLS INC | COM | 3398744 | 39770 | |
115236101 | 115236101 | BROWN & BROWN INC | COM | 988026 | 17207 | |
72201R817 | 72201R817 | PIMCO ETF TR | INV GRD CRP BD | 1908512 | 19839 | |
198516106 | 198516106 | COLUMBIA SPORTSWEAR CO | COM | 204664 | 2268 | |
87612E106 | 87612E106 | TARGET CORP | COM | 1837334 | 11093 | |
200525103 | 200525103 | COMMERCE BANCSHARES INC | COM | 786208 | 13474 |