Lindenwold Advisors Reduced Holdings in Q1 2025

Lindenwold Advisors

  • $175 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ARW
Arrow Electronics Inc

Technology
-58
- 1.92%
$101.93 - $119.3 $5.91K - $6.92K
2.96K $307K
BCPC
Balchem Corp

Basic Materials
-240
- 14.39%
$154.22 - $176.16 $37K - $42.3K
1.43K $237K
SEIC
Sei Investments CO

Financial Services
-63
- 1.59%
$72.08 - $86.58 $4.54K - $5.45K
3.91K $303K
SNA
Snap On Inc

Industrials
-12
- 0.15%
$324.09 - $358.62 $3.89K - $4.3K
7.82K $2.64M
MMSI
Merit Medical Systems Inc

Healthcare
-465
- 14.78%
$95.64 - $110.29 $44.5K - $51.3K
2.68K $283K
JPM
Jpmorgan Chase & CO

Financial Services
-319
- 2.69%
$225.19 - $279.95 $71.8K - $89.3K
11.5K $2.83M
CBSH
Commerce Bancshares Inc

Financial Services
-181
- 1.67%
$58.85 - $68.59 $10.7K - $12.4K
10.6K $661K
CRUS
Cirrus Logic, Inc.

Technology
-96
- 2.23%
$97.89 - $111.4 $9.4K - $10.7K
4.21K $419K
FFIN
First Financial Bankshares Inc

Financial Services
-175
- 1.99%
$34.78 - $38.52 $6.09K - $6.74K
8.6K $308K
PSA
Public Storage

Real Estate
-16
- 0.38%
$288.99 - $313.98 $4.62K - $5.02K
4.19K $1.25M
Lam Research Corp
-399
- 1.83%
N/A
21.4K $0
ESE
Esco Technologies Inc

Technology
-250
- 14.16%
$128.92 - $169.65 $32.2K - $42.4K
1.52K $241K
MTG
Mgic Investment Corp

Financial Services
-318
- 1.99%
$22.56 - $25.71 $7.17K - $8.18K
15.7K $388K
PG
Procter & Gamble CO

Consumer Defensive
-177
- 1.17%
$158.56 - $176.26 $28.1K - $31.2K
14.9K $2.54M
CSCO
Cisco Systems, Inc.

Technology
-650
- 2.89%
$58.74 - $64.87 $38.2K - $42.2K
21.9K $1.35M
WTRG
Essential Utilities, Inc.

Utilities
-129
- 1.69%
$33.49 - $40.57 $4.32K - $5.23K
7.5K $296K
CVLT
Commvault Systems Inc

Technology
-71
- 1.06%
$146.82 - $187.9 $10.4K - $13.3K
6.61K $1.04M
EOG
Eog Resources Inc

Energy
-74
- 0.69%
$120.54 - $138.05 $8.92K - $10.2K
10.6K $1.36M
WSO
Watsco Inc

Industrials
-51
- 2.09%
$463.86 - $530.75 $23.7K - $27.1K
2.39K $1.21M
UNP
Union Pacific Corp

Industrials
-153
- 1.23%
$225.21 - $254.42 $34.5K - $38.9K
12.3K $2.9M
KLAC
Kla Corp

Technology
-45
- 1.74%
$636.62 - $777.63 $28.6K - $35K
2.54K $1.72M
EXPD
Expeditors International Of Washington Inc

Industrials
-310
- 1.9%
$109.09 - $126.48 $33.8K - $39.2K
16K $1.93M
MCD
Mcdonalds Corp

Consumer Cyclical
-26
- 0.34%
$279.74 - $321.29 $7.27K - $8.35K
7.53K $2.35M
AEE
Ameren Corp

Utilities
-19
- 0.1%
$86.87 - $103.67 $1.65K - $1.97K
19.3K $1.94M
CVX
Chevron Corp

Energy
-369
- 2.39%
$146.71 - $167.97 $54.1K - $62K
15.1K $2.52M
ABBV
Abb Vie Inc.

Healthcare
-314
- 2.04%
$169.2 - $216.66 $53.1K - $68K
15.1K $3.16M
PGR
Progressive Corp

Financial Services
-27
- 0.23%
$235.61 - $291.22 $6.36K - $7.86K
11.9K $3.37M
Activity Summary
Buys All Purchases 29 New Holdings 11 Increased Positions 18 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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