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CIK: 0001874374
Total reported value
$211.6M
$211.6M
107 檔
26.1%
The Q2 2025 SEC filing reveals that Lindenwold Advisors, INC held a total portfolio value of $211.6M, covering 107 public equity positions.
During Q2 2025, Lindenwold Advisors, INC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VXUS, MUB, MSFT) accounted for 26.1% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-Other | 11.29% | +1.07% | +3.22% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 5.27% | -0.22% | +3.22% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.64% | +0.17% | +1.91% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.15% | -0.99% | +2.02% | |
| 5 | MBB | Ishares Mbs ETF | ETF-Other | 3.31% | +0.03% | +11.95% | |
| 6 | KORP | American Century Diversified | ETF-Other | 3.21% | +0.07% | +12.78% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.95% | +2.06% | +0.81% | |
| 8 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 2.90% | +0.05% | +12.63% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.67% | +0.90% | +2.36% | |
| 10 | SUB | Ishares Short-term National | ETF-Other | 2.41% | — | -1.85% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.26% | -0.05% | -0.76% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.16% | -0.01% | +1.79% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.90% | +0.16% | +1.33% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.85% | — | +4.95% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.78% | +0.20% | +2.51% | |
| 16 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.70% | -0.53% | +3.52% | |
| 17 | PGR | Progressive CORP | Stock-Financials | 1.69% | -0.44% | +2.46% | |
| 18 | UNP | Union Pacific CORP | Stock-Industrials | 1.50% | — | +2.05% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.49% | -0.05% | +2.58% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.41% | -1.60% | +2.84% | |
| 21 | SNA | Snap-on Inc | Stock-Industrials | 1.30% | — | +2.84% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.26% | — | +2.52% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 1.23% | +0.17% | +53.95% | |
| 24 | KLAC | Kla CORP | Stock-Tech | 1.20% | +0.03% | +1.81% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.17% | — | +2.71% | |
| 26 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.15% | +0.29% | +2.49% | |
| 27 | RMD | Resmed Inc | Stock-Healthcare | 1.10% | +1.09% | NEW | |
| 28 | LRCX | Lam Research CORP | Stock-Tech | 1.10% | +0.28% | +1.22% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 1.08% | — | +1.05% | |
| 30 | BLK | Blackrock Inc | Stock-Financials | 1.07% | -0.39% | -26.29% | |
| 31 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.98% | +0.16% | +0.61% | |
| 32 | AEE | Ameren Corporation | Stock-Utilities | 0.98% | — | +1.46% | |
| 33 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.98% | — | +1.61% | |
| 34 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.97% | — | +2.10% | |
| 35 | EA | Electronic Arts Inc | Stock-Comm Services | 0.97% | +0.20% | +1.39% | |
| 36 | GIS | General Mills Inc | Stock-Consumer Staples | 0.90% | — | +2.29% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.89% | — | +5.93% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.82% | -0.66% | -26.47% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.80% | — | +1.98% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.79% | — | +0.26% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.77% | — | +0.30% | |
| 42 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.71% | +0.66% | +81.72% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.70% | +0.57% | NEW | |
| 44 | CW | Curtiss-wright CORP | Stock-Industrials | 0.69% | — | -0.18% | |
| 45 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.68% | +0.63% | NEW | |
| 46 | EOG | Eog Resources Inc | Stock-Energy | 0.67% | — | +1.59% | |
| 47 | PSA | Public Storage | Stock-Real Estate | 0.65% | — | +1.07% | |
| 48 | CVLT | Commvault Systems Inc | Stock-Tech | 0.60% | — | +0.05% | |
| 49 | DELL | Dell Technologies -c | Stock-Tech | 0.58% | +0.17% | +3.14% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.57% | -0.68% | EXIT |
According to official SEC Form 13F filings, Lindenwold Advisors, INC reported a total U.S. public equity portfolio value of $211.6M across 107 disclosed positions in Q2 2025.
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.
During Q2 2025, Lindenwold Advisors, INC's top holdings by market value included VXUS (11.3%)、MUB (5.3%)、MSFT (4.6%). The largest single position, VXUS, represented 11.3% of total portfolio value.
In Q2 2025, 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.
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