13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001874374
Total reported value
$211.6M
$211.6M
117 檔
23.2%
In Q1 2024, Lindenwold Advisors, INC's U.S. equity holdings reached a combined market value of $211.6M, distributed across 117 disclosed stock positions.
During Q1 2024, Lindenwold Advisors, INC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.53% | +1.07% | +11.60% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 6.06% | -0.22% | +27.74% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.39% | +0.17% | -5.01% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.74% | -0.99% | -3.03% | |
| 5 | SUB | Ishares Short-term National | ETF-Other | 3.49% | — | +46.21% | |
| 6 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.71% | — | -2.90% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 2.56% | +0.03% | +9.96% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.38% | +0.90% | -1.23% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.36% | -1.60% | -2.14% | |
| 10 | KORP | American Century Diversified | ETF-Other | 2.21% | +0.07% | +10.98% | |
| 11 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 2.06% | +0.05% | +11.05% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | -0.01% | +39.54% | |
| 13 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.73% | +0.16% | -47.56% | |
| 14 | UNP | Union Pacific CORP | Stock-Industrials | 1.69% | — | -1.20% | |
| 15 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.64% | -0.53% | -1.17% | |
| 16 | ACN | Accenture plc | Stock-Tech | 1.60% | — | -1.45% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | +2.06% | — | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | +0.16% | -2.21% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.54% | -0.05% | -1.87% | |
| 20 | PGR | Progressive CORP | Stock-Financials | 1.41% | -0.44% | -1.62% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.33% | — | -0.42% | |
| 22 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.32% | +0.29% | -0.08% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | +0.20% | -1.63% | |
| 24 | HO1 | Hologic Inc | Stock-Other | 1.29% | -1.04% | EXIT | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.28% | -0.66% | +14.77% | |
| 26 | GIS | General Mills Inc | Stock-Consumer Staples | 1.27% | — | +1.28% | |
| 27 | BLKCHF | Blackrock Inc | Stock-Other | 1.25% | — | -0.78% | |
| 28 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 1.22% | -0.97% | EXIT | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 1.20% | — | -0.56% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.19% | — | -1.01% | |
| 31 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.18% | — | -28.56% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.15% | — | +64.61% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 1.11% | +0.17% | +33.65% | |
| 34 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.08% | — | -1.27% | |
| 35 | KLAC | Kla CORP | Stock-Tech | 1.01% | +0.03% | -11.38% | |
| 36 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.00% | — | +2.59% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.00% | -0.68% | EXIT | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.90% | — | -0.31% | |
| 39 | TGT | Target CORP | Stock-Consumer Disc | 0.89% | — | +20.58% | |
| 40 | EA | Electronic Arts Inc | Stock-Comm Services | 0.85% | +0.20% | -1.38% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | — | -3.18% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.80% | — | +0.92% | |
| 43 | SNA | Snap-on Inc | Stock-Industrials | 0.73% | — | -0.94% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.71% | — | +2.89% | |
| 45 | EOG | Eog Resources Inc | Stock-Energy | 0.71% | — | -0.50% | |
| 46 | USB | US Bancorp | Stock-Financials | 0.70% | — | +6.73% | |
| 47 | PSA | Public Storage | Stock-Real Estate | 0.67% | — | +2.55% | |
| 48 | DVN | Devon Energy CORP | Stock-Energy | 0.67% | — | +227.35% | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.66% | — | — | |
| 50 | WSO | Watsco Inc | Stock-Industrials | 0.59% | -0.28% | -0.08% |
According to official SEC Form 13F filings, Lindenwold Advisors, INC reported a total U.S. public equity portfolio value of $211.6M across 117 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VXUS, MUB, MSFT) accounted for 23.2% of total reported equity market value during Q1 2024.
During Q1 2024, Lindenwold Advisors, INC's top holdings by market value included VXUS (8.5%)、MUB (6.1%)、MSFT (4.4%). The largest single position, VXUS, represented 8.5% of total portfolio value.
In Q1 2024, Lindenwold Advisors, INC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.