$141 Million is the total value of Lindenwold Advisors, INC's 108 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| REXR | New | REXFORD INDL RLTY INC | $383,000 | – | 6,648 | +100.0% | 0.27% | – |
| New | QUIDELORTHO CORP | $304,000 | – | 3,129 | +100.0% | 0.22% | – | |
| STLD | New | STEEL DYNAMICS INC | $302,000 | – | 4,572 | +100.0% | 0.22% | – |
| MTDR | New | MATADOR RES CO | $221,000 | – | 4,735 | +100.0% | 0.16% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD STAR FDS | 8 | Q3 2023 | 9.3% |
| APPLE INC | 8 | Q3 2023 | 5.4% |
| MICROSOFT CORP | 8 | Q3 2023 | 4.5% |
| UNITEDHEALTH GROUP INC | 8 | Q3 2023 | 3.8% |
| ISHARES TR | 8 | Q3 2023 | 3.7% |
| CADENCE DESIGN SYSTEM INC | 8 | Q3 2023 | 3.0% |
| ALPHABET INC | 8 | Q3 2023 | 2.8% |
| ISHARES TR | 8 | Q3 2023 | 5.2% |
| UNION PAC CORP | 8 | Q3 2023 | 2.4% |
| ACCENTURE PLC IRELAND | 8 | Q3 2023 | 2.3% |
View Lindenwold Advisors, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-14 |
View Lindenwold Advisors, INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.