Lindenwold Advisors Reduced Holdings in Q3 2025

Lindenwold Advisors

  • $204 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-3.44K
- 39.59%
$237.77 - $353.61 $818K - $1.22M
5.25K $1.81M
MSFT
Microsoft Corp

Technology
-2.24K
- 12.49%
$491.09 - $535.64 $1.1M - $1.2M
15.7K $8.14M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-545
- 10.82%
$108.8 - $169.61 $59.3K - $92.4K
4.49K $488K
CVLT
Commvault Systems Inc

Technology
-1.93K
- 29.11%
$163.43 - $195.41 $315K - $376K
4.69K $885K
CW
Curtiss Wright Corp

Industrials
-662
- 24.2%
$472.43 - $542.94 $313K - $359K
2.07K $1.13M
KLAC
Kla Corp

Technology
-630
- 24.41%
$843.9 - $1078.6 $532K - $680K
1.95K $2.1M
WSO
Watsco Inc

Industrials
-279
- 11.72%
$381.94 - $489.97 $107K - $137K
2.1K $849K
V
Visa Inc.

Financial Services
-1
- 0.01%
$332.09 - $358.86 $332 - $359
10.1K $3.43M
AAPL
Apple Inc.

Technology
-7.94K
- 20.37%
$202.38 - $256.87 $1.61M - $2.04M
31K $7.9M
GIS
General Mills Inc

Consumer Defensive
-120
- 0.36%
$48.44 - $53.83 $5.81K - $6.46K
33.3K $1.68M
ROAD
Construction Partners, Inc.

Industrials
-873
- 27.86%
$93.43 - $136.74 $81.6K - $119K
2.26K $287K
FSV
First Service Corp

Real Estate
-350
- 21.88%
$175.69 - $208.43 $61.5K - $73K
1.25K $238K
EXPO
Exponent Inc

Industrials
-240
- 7.56%
$68.33 - $77.6 $16.4K - $18.6K
2.94K $203K
ESE
Esco Technologies Inc

Technology
-267
- 18.03%
$185.22 - $217.75 $49.5K - $58.1K
1.21K $256K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-1.5K
- 8.84%
$9.11 - $10.03 $13.6K - $15K
15.4K $140K
ROLL
Rbc Bearings Inc

Industrials
-65
- 8.9%
N/A
665 $163K
CVX
Chevron Corp

Energy
-951
- 8.59%
$145.57 - $161.83 $138K - $154K
10.1K $1.57M
AMZN
Amazon Com Inc

Consumer Cyclical
-60
- 0.32%
$211.65 - $238.24 $12.7K - $14.3K
18.9K $4.15M
STVN
Stevanato Group S.P.A.

Healthcare
-610
- 6.5%
$21.65 - $27.95 $13.2K - $17K
8.78K $226K
SCHO
Schwab Short Term Us Treasury

ETFs
-40
- 0.09%
$24.23 - $24.42 $969 - $977
42.2K $1.03M
Lam Research Corp
-3.48K
- 16.05%
N/A
18.2K $0
Blackrock Inc
-119
- 6.07%
N/A
1.84K $0
MEDP
Medpace Holdings, Inc.

Healthcare
-414
- 21.73%
$308.88 - $514.16 $128K - $213K
1.49K $766K
SNA
Snap On Inc

Industrials
-6
- 0.07%
$313.01 - $346.53 $1.88K - $2.08K
8.04K $2.78M
GOOGL
Alphabet Inc.

Communication Services
-35
- 0.12%
$174.36 - $254.72 $6.1K - $8.92K
29.1K $7.08M
Activity Summary
Buys All Purchases 83 New Holdings 13 Increased Positions 70 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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