Linden Thomas Advisory Services, LLC — 13F Holdings & Portfolio

CIK 1965702 · latest 13F-HR filed 2026-07-16

Linden Thomas Advisory Services, LLC manages $1.24B in 13F-reported U.S. long-equity assets across 542 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (2.83%), GOOGL (1.72%), AVGO (1.54%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 22 new positions, exited 10, added to 310, and trimmed 124.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
516 NORTH TRYON STREET
SUITE 200
CHARLOTTE, NC 28202
Phone
(704) 554-8150
Filing Manager
Linden Thomas Advisory Services, LLC
Charlotte, NC
Signatory
David Smith
CCO
Loading holdings…
AUM

$1.24B

Long-equity book

Holdings

542

Distinct positions

Period

2026-06-30

Filed 2026-07-16

Q/Q Activity

+22 / −10 / ↑310 / ↓124

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADVANCED MICRO DEVICES INC$9.9M +189.0%
  • ASTERA LABS INC$9.1M +219.2%
  • ICHOR HOLDINGS$8.2M +170.4%
  • PALO ALTO NETWORKS INC$7.0M +116.8%
  • KLA CORP$6.3M +106.6%
Show all 310

Top Trims

  • UNITED STS LIME & MINERALS I-$2.9M -55.3%
  • GLOBALSTAR INC-$2.6M -52.2%
  • KINIKSA PHARMACEUTICALS INTL-$2.4M -40.2%
  • NETFLIX INC.-$2.3M -32.5%
  • INTUIT-$2.0M -38.8%
Show all 124

New Positions

  • SITIME CORP$3.2M
  • HAMILTON INSURANCE GROUP LTD$1.9M
  • S & T BANCORP INC$1.8M
  • CATHAY GEN BANCORP$1.8M
  • NBT BANCORP INC$1.8M
Show all 22

Exited Positions

  • SOLVENTUM CORP$1.8M
  • QUANEX BLDG PRODS CORP$1.1M
  • BIO-TECHNE CORP$988.6K
  • XENCOR INC$507.5K
  • ISHARES TR$440.0K
Show all 10
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $35.1M 2.83% 175,404 SH
2 ALPHABET INC GOOGL 02079K305 $21.3M 1.72% 59,728 SH
3 BROADCOM INC AVGO 11135F101 $19.1M 1.54% 50,684 SH
4 ARISTA NETWORKS INC ANET 040413205 $18.4M 1.49% 108,394 SH
5 APPLE INC AAPL 037833100 $18.4M 1.48% 63,449 SH
6 ADVANCED MICRO DEVICES INC AMD 007903107 $15.2M 1.23% 26,147 SH
7 ASTERA LABS INC ALAB 04626A103 $13.3M 1.07% 27,476 SH
8 PALO ALTO NETWORKS INC PANW 697435105 $13.1M 1.05% 38,340 SH
9 ICHOR HOLDINGS ICHR G4740B105 $12.9M 1.04% 115,336 SH
10 CORNING INC GLW 219350105 $12.6M 1.02% 49,467 SH
11 KLA CORP KLAC 482480100 $12.3M 0.99% 40,772 SH
12 MICROSOFT CORP MSFT 594918104 $10.4M 0.84% 27,747 SH
13 LAM RESEARCH CORP LRCX 512807306 $9.7M 0.78% 22,359 SH
14 F5 INC FFIV 315616102 $9.7M 0.78% 23,286 SH
15 HEICO CORP NEW HEI 422806109 $9.3M 0.75% 26,170 SH
16 ARGAN INC AGX 04010E109 $9.2M 0.74% 11,464 SH
17 APPLIED MATLS INC AMAT 038222105 $8.9M 0.72% 12,371 SH
18 COMFORT SYS USA INC FIX 199908104 $8.9M 0.72% 4,497 SH
19 CISCO SYS INC CSCO 17275R102 $8.8M 0.71% 75,135 SH
20 FORTINET INC FTNT 34959E109 $8.2M 0.66% 53,077 SH
21 ALTRIA GROUP INC MO 02209S103 $8.1M 0.65% 112,317 SH
22 META PLATFORMS INC META 30303M102 $7.9M 0.64% 14,013 SH
23 ELI LILLY & CO LLY 532457108 $7.6M 0.61% 6,333 SH
24 CADENCE DESIGN SYSTEM INC CDNS 127387108 $7.5M 0.60% 19,898 SH
25 GE VERNOVA INC GEV 36828A101 $6.9M 0.56% 5,896 SH
26 THERMO FISHER SCIENTIFIC INC TMO 883556102 $6.9M 0.56% 13,803 SH
27 CROWDSTRIKE HLDGS INC CRWD 22788C105 $6.8M 0.55% 8,876 SH
28 RESMED INC RMD 761152107 $6.6M 0.53% 33,667 SH
29 MATSON INC MATX 57686G105 $6.3M 0.51% 32,805 SH
30 VISA INC V 92826C839 $6.3M 0.51% 18,352 SH
31 EVERPURE INC P 74624M102 $6.3M 0.50% 79,347 SH
32 TESLA INC TSLA 88160R101 $6.2M 0.50% 14,647 SH
33 ARCBEST CORP ARCB 03937C105 $6.2M 0.50% 42,877 SH
34 EXXON MOBIL CORP XOM 30231G102 $6.0M 0.48% 43,742 SH
35 DATADOG INC DDOG 23804L103 $5.9M 0.47% 22,590 SH
36 S&P GLOBAL INC SPGI 78409V104 $5.9M 0.47% 14,370 SH
37 MACOM TECH SOLUTIONS HLDGS I MTSI 55405Y100 $5.9M 0.47% 15,380 SH
38 WALMART INC WMT 931142103 $5.8M 0.47% 51,038 SH
39 VERIZON COMMUNICATIONS INC VZ 92343V104 $5.8M 0.46% 136,084 SH
40 WILLIAMS COS INC WMB 969457100 $5.7M 0.46% 76,267 SH
41 AMPHENOL CORP APH 032095101 $5.6M 0.45% 31,930 SH
42 CATALYST PHARMACEUTICALS INC CPRX 14888U101 $5.5M 0.45% 176,004 SH
43 HEWLETT PACKARD ENTERPRISE C HPE 42824C109 $5.5M 0.44% 121,692 SH
44 NVENT ELEC PLC NVT G6700G107 $5.4M 0.44% 31,955 SH
45 LENNOX INTL INC LII 526107107 $5.4M 0.43% 9,403 SH
46 NRG ENERGY INC NRG 629377508 $5.4M 0.43% 36,710 SH
47 VICI PPTYS INC VICI 925652109 $5.3M 0.43% 198,978 SH
48 INCYTE CORP INCY 45337C102 $5.3M 0.43% 46,507 SH
49 SERVICENOW INC NOW 81762P102 $5.1M 0.41% 51,009 SH
50 COSTCO WHOLESALE CORPORATION COST 22160K105 $5.0M 0.40% 5,331 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-16 $1.24B 542 0001965702-26-000008
2026-03-31 2026-04-10 $1.04B 530 0001965702-26-000006
2025-12-31 2026-01-16 $986.6M 485 0001965702-26-000002