Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Lindenwold Advisors > Profile

Instuitional Investor - Lindenwold Advisors

Fund Profile
Filing Period:
Fund Name: Lindenwold Advisors
Portfolio Value $187,292,432
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Star Fds
 287,696 $16,953,925 9.05%
2.
Apple Inc.
 AAPL 39,725 $9,947,935 5.31%
3.
Ishares Tr - NATIONAL MUN ETF
 93,159 $9,926,091 5.29%
4.
Microsoft Corp
 MSFT 19,224 $8,102,916 4.32%
5.
Nvidia Corp
 NVDA 45,628 $6,127,384 3.27%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)