Fund HoldingsLindenwold Advisors, INC

Total Portfolio Value
$198.53M
Total Bought
$20.81M
Total Sold
$5.30M
Net Transaction
+$15.51M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
AMEREN CORP(AEE)019,235+19,23501,6820.85%+1,682
VANGUARD STAR FDS282,797286,142+3,34517,05318,5259.33%+1,472
SNAP ON INC(SNA)07,885+7,88502,2841.15%+2,284
AMERICAN CENTY ETF TR95,662112,779+17,1174,4025,4482.74%+1,046
APPLE INC(AAPL)40,81341,244+4318,5969,6104.84%+1,014
ISHARES TR108,358112,823+4,46511,54612,2566.17%+710
UNITEDHEALTH GROUP INC(UNH)8,8708,907+374,5175,2082.62%+691
PROGRESSIVE CORP(PGR)12,62212,458-1642,6223,1611.59%+540
BLACKROCK INC(BLK)2,7852,805+202,1932,6631.34%+471
EMCOR GROUP INC(EME)01,061+1,06104570.23%+457
META PLATFORMS INC(META)5,9015,918+172,9753,3881.71%+412
ABBVIE INC(ABBV)015,740+15,74003,1081.57%+3,108
LOCKHEED MARTIN CORP(LMT)3,3073,338+311,5451,9510.98%+407
MCDONALDS CORP(MCD)07,679+7,67902,3381.18%+2,338
PACER FDS TR
US SM CAP CA ETF
096,309+96,30904,4802.26%+4,480
HOME DEPOT INC(HD)05,895+5,89502,3891.20%+2,389
GENERAL MLS INC(GIS)033,843+33,84302,4991.26%+2,499
BLOCK H & R INC05,523+5,52303510.18%+351
PUBLIC STORAGE OPER CO(PSA)4,3564,390+341,2531,5970.80%+344
SPROUTS FMRS MKT INC(SFM)10,11210,472+3608461,1560.58%+310
TESLA INC(TSLA)4,4044,409+58711,1540.58%+282
UNION PAC CORP(UNP)012,853+12,85303,1681.60%+3,168
HOLOGIC INC030,821+30,82102,5111.26%+2,511
PIMCO ETF TR
INV GRD CRP BD
44,07344,723+6504,1904,4482.24%+258
T-MOBILE US INC(TMUS)7,6457,733+881,3471,5960.80%+249
COMMVAULT SYS INC(CVLT)6,8647,028+1648341,0810.54%+247
CLEARWATER ANALYTICS HLDGS I09,460+9,46002390.12%+239
ESCO TECHNOLOGIES INC(ESE)01,756+1,75602260.11%+226
FEDERAL SIGNAL CORP(FSS)02,360+2,36002210.11%+221
MARSH & MCLENNAN COS INC(MRSH)14,80414,961+1573,1193,3381.68%+218
CURTISS WRIGHT CORP(CW)2,8252,892+677669510.48%+185
PROCTER AND GAMBLE CO(PG)15,23015,307+772,5122,6511.34%+139
EXPEDITORS INTL WASH INC(EXPD)16,59916,713+1142,0712,1961.11%+125
JPMORGAN CHASE & CO.(JPM)12,07812,160+822,4432,5641.29%+121
COMCAST CORP NEW(CCZ)30,38630,908+5221,1901,2910.65%+101
WATSCO INC(WSO)2,4812,530+491,1491,2440.63%+95
TARGET CORP(TGT)09,511+9,51101,4820.75%+1,482
APPLIED INDL TECHNOLOGIES IN(AIT)2,4172,521+1044695630.28%+94
CSW INDUSTRIALS INC(CSW)830835+52203060.15%+86
TETRA TECH INC NEW(TTEK)2,13010,985+8,8554365180.26%+83
EXPONENT INC(EXPO)3,9213,941+203734540.23%+81
CARLISLE COS INC(CSL)1,3371,383+465426220.31%+80
MGIC INVT CORP WIS(MTG)16,01916,611+5923454250.21%+80
PEPSICO INC(PEP)012,687+12,68702,1571.09%+2,157
EAST WEST BANCORP INC(EWBC)7,1417,270+1295236020.30%+79
RPM INTL INC(RPM)4,9095,006+975296060.31%+77
AAON INC3,6083,628+203153910.20%+76
FIRST FINL BANKSHARES INC(FFIN)8,8419,091+2502613360.17%+75
VISA INC(V)5,3385,363+251,4011,4750.74%+73
Q2 HLDGS INC(QTWO)3,3713,416+452032720.14%+69
CUBESMART(CUBE)5,1505,580+4302333000.15%+68
WILLIAMS SONOMA INC(WSM)2,0434,124+2,0815776390.32%+62
FIRSTSERVICE CORP NEW1,9371,942+52953540.18%+59
FACTSET RESH SYS INC(FDS)1,1001,105+54495080.26%+59
COMMERCE BANCSHARES INC(CBSH)10,45110,760+3095836390.32%+56
SIMPSON MFG INC(SSD)2,1072,142+353554100.21%+55
ELECTRONIC ARTS INC(EA)11,89411,911+171,6571,7090.86%+51
SITEONE LANDSCAPE SUPPLY INC(SITE)1,6541,659+52012500.13%+50
ISHARES TR56,72654,873-1,8535,2085,2572.65%+49
OPTION CARE HEALTH INC(OPCH)9,0599,548+4892512990.15%+48
ULTA BEAUTY INC(ULTA)04,826+4,82601,8780.95%+1,878
NEOGEN CORP(NEOG)10,76612,821+2,0551682160.11%+47
STEVANATO GROUP S P A
ORD SHS
10,51511,930+1,4151932390.12%+46
MURPHY USA INC(MUSA)1,0501,089+394935370.27%+44
ARROW ELECTRS INC3,0863,132+463734160.21%+43
MERIT MED SYS INC(MMSI)3,1263,136+102693100.16%+41
BALCHEM CORP1,6581,663+52552930.15%+37
LEMAITRE VASCULAR INC(LMAT)3,3403,355+152753120.16%+37
AVERY DENNISON CORP10,20710,266+592,2322,2661.14%+35
REXFORD INDL RLTY INC(REXR)4,8494,936+872162480.13%+32
RBC BEARINGS INC(RBC)1,0151,020+52743050.15%+32
NOVANTA INC(NOVT)1,8891,894+53083390.17%+31
VICTORY PORTFOLIOS II
VICTORYSHS US
5,2735,548+2752402700.14%+30
DESCARTES SYS GROUP INC(DSGX)4,5744,584+104434720.24%+29
ASGN INC3,7613,839+783323580.18%+26
OWENS CORNING NEW(OC)3,0713,168+975335590.28%+26
CCC INTELLIGENT SOLUTIONS HL(CCC)10,72013,050+2,3301191440.07%+25
SEI INVTS CO(SEIC)4,0374,121+842612850.14%+24
HILLMAN SOLUTIONS CORP(HLMN)12,59512,785+1901111350.07%+24
ESSENTIAL UTILS INC(WTRG)7,5667,930+3642823060.15%+23
WESTLAKE CORPORATION(WLK)2,7392,773+343974170.21%+20
CONSTRUCTION PARTNERS INC(ROAD)5,6994,784-9153153340.17%+19
CARTERS INC(CRI)4,1954,270+752602770.14%+18
SELECTIVE INS GROUP INC(SIGI)2,8212,974+1532652770.14%+13
SPS COMM INC(SPSC)1,7811,791+103353480.18%+13
RBB FD INC
F/M US TREASURY
4,1494,14902082080.10%0
SKECHERS U S A INC6,4686,663+1954474460.22%-1
CIRRUS LOGIC INC(CRUS)4,3874,459+725605540.28%-6
ALTAIR ENGR INC3,7993,809+103733640.18%-9
TORO CO4,4874,612+1254204000.20%-20
EOG RES INC(EOG)10,86310,926+631,3671,3430.68%-24
NVIDIA CORPORATION(NVDA)33,73734,112+3754,1684,1432.09%-25
CASELLA WASTE SYS INC(CWST)4,6714,376-2954634350.22%-28
GENTEX CORP(GNTX)12,19212,539+3474113720.19%-39
MATADOR RES CO(MTDR)6,3296,650+3213773290.17%-49
ALPHA METALLURGICAL RESOUR I1,5061,518+124223590.18%-64
MURPHY OIL CORP(MUR)10,17110,529+3584193550.18%-64
CHORD ENERGY CORPORATION(CHRD)2,4042,523+1194033290.17%-75
CHEVRON CORP NEW(CVX)15,41315,651+2382,4112,3051.16%-106
AMAZON COM INC(AMZN)20,99521,197+2024,0573,9501.99%-108
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