Lindenwold Advisors, INC at 2023-03-31

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 name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
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

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