President and Chief Compliance Officer

0001085146-24-000901.txt : 20240208 0001085146-24-000901.hdr.sgml : 20240208 20240208172625 ACCESSION NUMBER: 0001085146-24-000901 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240208 EFFECTIVENESS DATE: 20240208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lindenwold Advisors, INC CENTRAL INDEX KEY: 0001874374 ORGANIZATION NAME: IRS NUMBER: 844160775 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21997 FILM NUMBER: 24610288 BUSINESS ADDRESS: STREET 1: 505 PENN STREET STREET 2: SUITE 200 CITY: READING STATE: PA ZIP: 19601 BUSINESS PHONE: 6103962448 MAIL ADDRESS: STREET 1: 505 PENN STREET STREET 2: SUITE 200 CITY: READING STATE: PA ZIP: 19601 FORMER COMPANY: FORMER CONFORMED NAME: Lindenwold Advisors DATE OF NAME CHANGE: 20210722 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001874374 XXXXXXXX 12-31-2023 12-31-2023 false Lindenwold Advisors, INC

505 PENN STREET SUITE 200 READING PA 19601

13F HOLDINGS REPORT 028-21997 N James D. King President and Chief Compliance Officer 601-396-2452 /s/James D. King Reading PA 02-08-2024 1 114 176031501 false 1 0001163744 028-10029 Conestoga Capital Advisors, LLC INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AAON INC COM PAR $0.004 000360206 BBG001S6CZK0 423127 5728 SH SOLE 5728 0 0 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 2493157 16088 SH SOLE 15945 0 143 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 3069761 8748 SH SOLE 8671 0 77 ADOBE INC COM 00724F101 BBG001S5NCQ5 1829772 3067 SH SOLE 3032 0 35 ALPHA METALLURGICAL RESOUR I COM 020764106 BBG00DGWV044 507363 1497 SH SOLE 1497 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 4163600 29806 SH SOLE 29617 0 189 ALTAIR ENGR INC COM CL A 021369103 BBG001SR65P2 319686 3799 SH SOLE 3799 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 2297789 15123 SH SOLE 14938 0 185 AMERICAN CENTY ETF TR DIVERSIFID CRP 025072109 BBG00JQ09CY6 3741989 80421 SH SOLE 78413 0 2008 APPLE INC COM 037833100 BBG001S5N8V8 8093191 42036 SH SOLE 41681 0 355 ARROW ELECTRS INC COM 042735100 BBG001S5NVP4 388755 3180 SH SOLE 3151 0 29 ASGN INC COM 00191U102 BBG001S71HP5 368427 3831 SH SOLE 3804 0 27 AVERY DENNISON CORP COM 053611109 BBG001S5NZM8 2103475 10405 SH SOLE 10311 0 94 BALCHEM CORP COM 057665200 BBG001S5P2R4 246628 1658 SH SOLE 1658 0 0 BIOGEN INC COM 09062X103 BBG001S67826 745258 2880 SH SOLE 2841 0 39 BLACKROCK INC COM 09247X101 BBG001SDBP55 2288464 2819 SH SOLE 2793 0 26 BROWN & BROWN INC COM 115236101 BBG001S5XFN0 645679 9080 SH SOLE 8981 0 99 CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 5385844 19774 SH SOLE 19605 0 169 CASELLA WASTE SYS INC CL A 147448104 BBG001SB5S05 382519 4476 SH SOLE 4476 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1969496 13204 SH SOLE 13062 0 142 CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJF2 404271 2432 SH SOLE 2432 0 0 CIRRUS LOGIC INC COM 172755100 BBG001S67J86 377100 4533 SH SOLE 4501 0 32 CISCO SYS INC COM 17275R102 BBG001S6HC62 1713335 33914 SH SOLE 33597 0 317 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 1306949 29805 SH SOLE 29535 0 270 COMMERCE BANCSHARES INC COM 200525103 BBG001S5PK21 548323 10266 SH SOLE 10194 0 72 COMMVAULT SYS INC COM 204166102 BBG001S7R751 565578 7083 SH SOLE 7032 0 51 CONSTRUCTION PARTNERS INC COM CL A 21044C107 BBG00KK0CFZ7 288276 6624 SH SOLE 6624 0 0 CURTISS WRIGHT CORP COM 231561101 BBG001S5QBK0 653220 2932 SH SOLE 2910 0 22 DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 448517 671 SH SOLE 663 0 8 DESCARTES SYS GROUP INC COM 249906108 BBG001SBJY34 384349 4574 SH SOLE 4574 0 0 DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 347632 7674 SH SOLE 7625 0 49 EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 518975 7213 SH SOLE 7158 0 55 EATON CORP PLC SHS G29183103 BBG001S5QZ45 276943 1150 SH SOLE 1150 0 0 ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 1662241 12150 SH SOLE 12042 0 108 EOG RES INC COM 26875P101 BBG001S5ZB93 1259452 10413 SH SOLE 10318 0 95 ESCO TECHNOLOGIES INC COM 296315104 BBG001S6MFD1 203164 1736 SH SOLE 1736 0 0 EXPEDITORS INTL WASH INC COM 302130109 BBG001S5QZZ1 2148026 16887 SH SOLE 16736 0 151 EXPONENT INC COM 30214U102 BBG001S9CG99 317472 3606 SH SOLE 3606 0 0 FACTSET RESH SYS INC COM 303075105 BBG001S5XRL6 539544 1131 SH SOLE 1122 0 9 FIRSTSERVICE CORP NEW COM 33767E202 BBG0093LLBP5 312347 1927 SH SOLE 1927 0 0 FORTINET INC COM 34959E109 BBG001S77BL6 816669 13953 SH SOLE 13709 0 244 GENERAL MLS INC COM 370334104 BBG001S5RKR2 2187010 33574 SH SOLE 33508 0 66 GENTEX CORP COM 371901109 BBG001S5RMR8 405572 12418 SH SOLE 12328 0 90 HILLMAN SOLUTIONS CORP COM 431636109 BBG00YC6W7C4 116000 12595 SH SOLE 12595 0 0 HOLOGIC INC COM 436440101 BBG001S6HWB2 1779034 24899 SH SOLE 24625 0 274 HOME DEPOT INC COM 437076102 BBG001S5RTW7 2032862 5866 SH SOLE 5813 0 53 HUBBELL INC COM 443510607 BBG001S5S1L9 843705 2565 SH SOLE 2546 0 19 ISHARES TR MBS ETF 464288588 BBG001SSD8B1 4434084 47131 SH SOLE 45948 0 1183 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 8939814 82463 SH SOLE 82019 0 444 ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 4486890 42558 SH SOLE 42387 0 171 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 2093511 12308 SH SOLE 12200 0 108 KLA CORP COM NEW 482480100 BBG001S5SLM4 1767733 3041 SH SOLE 3016 0 25 LAM RESEARCH CORP COM 512807108 BBG001S5SW40 2482151 3169 SH SOLE 3141 0 28 LATTICE SEMICONDUCTOR CORP COM 518415104 BBG001S6C0G2 288861 4187 SH SOLE 4147 0 40 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 1473722 3253 SH SOLE 3244 0 9 MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 2853418 15060 SH SOLE 14929 0 131 MATADOR RES CO COM 576485205 BBG001T3L5S4 271052 4767 SH SOLE 4724 0 43 MCDONALDS CORP COM 580135101 BBG001S5T110 1368987 4617 SH SOLE 4580 0 37 MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 629306 2053 SH SOLE 2039 0 14 MERCK & CO INC COM 58933Y105 BBG001S5TC52 1567533 14378 SH SOLE 14257 0 121 MERIT MED SYS INC COM 589889104 BBG001S6KLT3 236691 3116 SH SOLE 3116 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2146059 6063 SH SOLE 6016 0 47 MICROSOFT CORP COM 594918104 BBG001S5TD05 7730254 20557 SH SOLE 20379 0 178 MURPHY OIL CORP COM 626717102 BBG001S5TG80 207029 4853 SH SOLE 4853 0 0 MURPHY USA INC COM 626755102 BBG001Z0Q6V2 248522 697 SH SOLE 692 0 5 NEOGEN CORP COM 640491106 BBG001S67B47 211075 10496 SH SOLE 10496 0 0 NOVANTA INC COM 67000B104 BBG001S6MRJ9 318126 1889 SH SOLE 1889 0 0 OPTION CARE HEALTH INC COM NEW 68404L201 BBG001S6X756 306613 9101 SH SOLE 9101 0 0 OWENS CORNING NEW COM 690742101 BBG001SQ7PD2 470186 3172 SH SOLE 3152 0 20 PACER FDS TR PACER US SMALL 69374H857 BBG00GXXR1G6 5089115 105957 SH SOLE 105047 0 910 PEPSICO INC COM 713448108 BBG001S695T1 2175650 12810 SH SOLE 12699 0 111 PFIZER INC COM 717081103 BBG001S5V466 256404 8906 SH SOLE 8857 0 49 PIMCO ETF TR INV GRD CRP BD 72201R817 BBG001TCGQY7 3508460 36073 SH SOLE 35099 0 974 PNM RES INC COM 69349H107 BBG001S5V9J1 245232 5895 SH SOLE 5895 0 0 POTLATCHDELTIC CORPORATION COM 737630103 BBG001S5V215 245353 4997 SH SOLE 4942 0 55 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2253932 15381 SH SOLE 15241 0 140 PROGRESSIVE CORP COM 743315103 BBG001S5V509 2067136 12978 SH SOLE 12860 0 118 PROS HOLDINGS INC COM 74346Y103 BBG001ST38G5 216177 5573 SH SOLE 5573 0 0 PUBLIC STORAGE COM 74460D109 BBG001S5TH79 1293505 4241 SH SOLE 4202 0 39 RBB FD INC US TREAS 3 MNTH 74933W452 BBG01922X1R4 206869 4149 SH SOLE 4149 0 0 RBC BEARINGS INC COM 75524B104 BBG001SNYTV1 289163 1015 SH SOLE 1015 0 0 RPM INTL INC COM 749685103 BBG001S7X317 565741 5068 SH SOLE 5021 0 47 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 2370614 64140 SH SOLE 64140 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 BBG001T6L7C0 532073 15250 SH SOLE 15250 0 0 SCHWAB STRATEGIC TR MUN BD ETF 808524649 BBG019GV63H2 1486233 28250 SH SOLE 28250 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 1833833 37850 SH SOLE 37150 0 700 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 4785484 84849 SH SOLE 84190 0 659 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 932838 12385 SH SOLE 12235 0 150 SEI INVTS CO COM 784117103 BBG001S5VZJ3 266020 4186 SH SOLE 4141 0 45 SELECTIVE INS GROUP INC COM 816300107 BBG001S5W2R6 289188 2907 SH SOLE 2907 0 0 SIMPSON MFG INC COM 829073105 BBG001SB9QN0 417144 2107 SH SOLE 2107 0 0 SITEONE LANDSCAPE SUPPLY INC COM 82982L103 BBG009T22D67 268775 1654 SH SOLE 1654 0 0 SNAP ON INC COM 833034101 BBG001S5W688 1346861 4663 SH SOLE 4621 0 42 SPROUTS FMRS MKT INC COM 85208M102 BBG001V0MZS0 493801 10264 SH SOLE 10189 0 75 SPS COMM INC COM 78463M107 BBG001T65R07 387874 2001 SH SOLE 2001 0 0 TARGET CORP COM 87612E106 BBG001SC0K41 1106461 7769 SH SOLE 7681 0 88 TESLA INC COM 88160R101 BBG001SQKGD7 1096542 4413 SH SOLE 4374 0 39 TETRA TECH INC NEW COM 88162G103 BBG001S5YYH5 368081 2205 SH SOLE 2189 0 16 THOR INDS INC COM 885160101 BBG001S5WPH6 366102 3096 SH SOLE 3073 0 23 TORO CO COM 891092108 BBG001S5WX98 437426 4557 SH SOLE 4524 0 33 TREX CO INC COM 89531P105 BBG001SB6TV8 211280 2552 SH SOLE 2552 0 0 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 482618 13072 SH SOLE 13072 0 0 ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 2307853 4710 SH SOLE 4702 0 8 UNION PAC CORP COM 907818108 BBG001S5X2M0 3198218 13021 SH SOLE 12907 0 114 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 4801933 9121 SH SOLE 9042 0 79 US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 1195740 27628 SH SOLE 27348 0 280 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 558972 2312 SH SOLE 2227 0 85 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 13742316 237100 SH SOLE 234662 0 2438 VICTORY PORTFOLIOS II VICTORYSHS US 92647N691 BBG00H0GHQ37 243423 5786 SH SOLE 4868 0 918 VISA INC COM CL A 92826C839 BBG001SRCFY3 1451191 5574 SH SOLE 5525 0 49 WATSCO INC COM 942622200 BBG001S82CQ2 1090885 2546 SH SOLE 2528 0 18 WESTLAKE CORPORATION COM 960413102 BBG001SHVYF4 395247 2824 SH SOLE 2824 0 0 WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 429388 2128 SH SOLE 2101 0 27 ZIFF DAVIS INC COM 48123V102 BBG001SD21P6 272187 4051 SH SOLE 4019 0 32