Linden Thomas Advisory Services, LLC
CIK: 0001965702SEC EDGAR →
Portfolio Value
$986.6M
Holdings
485
As of
Q4 2025
New Positions
485
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 188,348 | $35.1M | 3.56% |
| 2 | APPLE INC | 79,197 | $21.5M | 2.18% |
| 3 | META PLATFORMS INC | 23,024 | $15.2M | 1.54% |
| 4 | APPLOVIN CORP | 21,660 | $14.6M | 1.48% |
| 5 | MICROSOFT CORP | 29,424 | $14.2M | 1.44% |
| 6 | BROADCOM INC | 39,176 | $13.6M | 1.37% |
| 7 | PALANTIR TECHNOLOGIES INC | 69,481 | $12.3M | 1.25% |
| 8 | ARISTA NETWORKS INC | 86,219 | $11.3M | 1.14% |
| 9 | ALPHABET INC | 32,917 | $10.3M | 1.04% |
| 10 | ASTERA LABS INC | 52,512 | $8.7M | 0.89% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (485)
$35.1M · 188K shares
$21.5M · 79K shares
$15.2M · 23K shares
$14.6M · 22K shares
$14.2M · 29K shares
$13.6M · 39K shares
$12.3M · 69K shares
$11.3M · 86K shares
$10.3M · 33K shares
$8.7M · 53K shares
$8.6M · 26K shares
$8.0M · 20K shares
$8.0M · 33K shares
$7.7M · 13K shares
$7.4M · 13K shares
$7.3M · 42K shares
$7.2M · 21K shares
$7.2M · 14K shares
$6.5M · 10K shares
$6.5M · 25K shares
$6.3M · 11K shares
$6.1M · 107K shares
$6.1M · 50K shares
$5.9M · 32K shares
$5.8M · 46K shares
$5.8M · 5K shares
$5.7M · 78K shares
$5.7M · 21K shares
$5.6M · 35K shares
$5.6M · 59K shares
$5.5M · 71K shares
$5.5M · 5K shares
$5.4M · 71K shares
$5.3M · 8K shares
$5.2M · 17K shares
$5.2M · 8K shares
$5.2M · 30K shares
$5.2M · 38K shares
$5.1M · 15K shares
$5.1M · 46K shares
$5.1M · 125K shares
$5.1M · 180K shares
$4.9M · 1K shares
$4.9M · 23K shares
$4.8M · 40K shares
$4.8M · 40K shares
$4.8M · 14K shares
$4.7M · 60K shares
$4.7M · 114K shares
$4.6M · 58K shares
$4.6M · 75K shares
$4.4M · 29K shares
$4.4M · 53K shares
$4.4M · 73K shares
$4.4M · 10K shares
$4.3M · 9K shares
$4.3M · 21K shares
$4.2M · 9K shares
$4.1M · 45K shares
$4.1M · 46K shares
$4.0M · 21K shares
$3.8M · 4K shares
$3.8M · 8K shares
$3.8M · 37K shares
$3.8M · 11K shares
$3.7M · 15K shares
$3.6M · 29K shares
$3.6M · 38K shares
$3.6M · 58K shares
$3.6M · 12K shares
$3.6M · 7K shares
$3.6M · 33K shares
$3.5M · 19K shares
$3.5M · 4K shares
$3.5M · 7K shares
$3.4M · 4K shares
$3.4M · 122K shares
$3.3M · 8K shares
$3.3M · 140K shares
$3.2M · 5K shares
$3.2M · 136K shares
$3.2M · 16K shares
$3.2M · 19K shares
$3.2M · 12K shares
$3.1M · 13K shares
$3.1M · 17K shares
$3.1M · 14K shares
$3.0M · 35K shares
$3.0M · 7K shares
$3.0M · 26K shares
$2.9M · 58K shares
$2.9M · 9K shares
$2.9M · 13K shares
$2.9M · 3K shares
$2.9M · 5K shares
$2.8M · 35K shares
$2.8M · 103K shares
$2.8M · 32K shares
$2.8M · 29K shares
$2.8M · 115K shares
$2.7M · 41K shares
$2.7M · 18K shares
$2.7M · 12K shares
$2.6M · 5K shares
$2.6M · 13K shares
$2.6M · 8K shares
$2.6M · 35K shares
$2.6M · 2K shares
$2.6M · 7K shares
$2.5M · 30K shares
$2.5M · 9K shares
$2.5M · 56K shares
$2.5M · 32K shares
$2.5M · 14K shares
$2.5M · 77K shares
$2.4M · 11K shares
$2.4M · 26K shares
$2.4M · 7K shares
$2.4M · 10K shares
$2.4M · 14K shares
$2.4M · 12K shares
$2.4M · 8K shares
$2.3M · 35K shares
$2.3M · 4K shares
$2.3M · 9K shares
$2.3M · 29K shares
$2.2M · 26K shares
$2.2M · 40K shares
$2.2M · 13K shares
$2.2M · 14K shares
$2.2M · 18K shares
$2.2M · 63K shares
$2.1M · 19K shares
$2.1M · 7K shares
$2.1M · 2K shares
$2.1M · 7K shares
$2.1M · 20K shares
$2.1M · 17K shares
$2.1M · 4K shares
$2.1M · 26K shares
$2.1M · 77K shares
$2.1M · 12K shares
$2.1M · 26K shares
$2.1M · 9K shares
$2.1M · 15K shares
$2.1M · 10K shares
$2.1M · 10K shares
$2.0M · 10K shares
$2.0M · 25K shares
$2.0M · 31K shares
$2.0M · 38K shares
$2.0M · 4K shares
$2.0M · 27K shares
$2.0M · 12K shares
$2.0M · 27K shares
$2.0M · 5K shares
$2.0M · 6K shares
$2.0M · 29K shares
$2.0M · 4K shares
$1.9M · 21K shares
$1.9M · 14K shares
$1.9M · 111K shares
$1.9M · 98K shares
$1.9M · 23K shares
$1.9M · 2K shares
$1.9M · 12K shares
$1.9M · 7K shares
$1.9M · 4K shares
$1.9M · 42K shares
$1.8M · 31K shares
$1.8M · 44K shares
$1.8M · 28K shares
$1.8M · 15K shares
$1.8M · 22K shares
$1.8M · 7K shares
$1.8M · 2K shares
$1.8M · 10K shares
$1.8M · 15K shares
$1.7M · 26K shares
$1.7M · 9K shares
$1.7M · 27K shares
$1.7M · 11K shares
$1.7M · 21K shares
$1.7M · 3K shares
$1.7M · 1K shares
$1.7M · 14K shares
$1.7M · 4K shares
$1.6M · 15K shares
$1.6M · 6K shares
$1.6M · 5K shares
$1.6M · 9K shares
$1.6M · 19K shares
$1.6M · 12K shares
$1.6M · 30K shares
$1.6M · 25K shares
$1.6M · 20K shares
$1.6M · 15K shares
$1.6M · 8K shares
$1.6M · 45K shares
$1.6M · 15K shares
$1.6M · 43K shares
$1.6M · 11K shares
$1.6M · 3K shares
$1.6M · 10K shares
$1.5M · 5K shares
$1.5M · 13K shares
$1.5M · 6K shares
$1.5M · 28K shares
$1.5M · 8K shares
$1.5M · 43K shares
$1.5M · 41K shares
$1.5M · 5K shares
$1.5M · 9K shares
$1.5M · 4K shares
$1.5M · 5K shares
$1.4M · 37K shares
$1.4M · 17K shares
$1.4M · 21K shares
$1.4M · 29K shares
$1.4M · 19K shares
$1.4M · 21K shares
$1.4M · 13K shares
$1.4M · 30K shares
$1.4M · 30K shares
$1.4M · 25K shares
$1.4M · 17K shares
$1.4M · 21K shares
$1.4M · 3K shares
$1.4M · 12K shares
$1.3M · 31K shares
$1.3M · 14K shares
$1.3M · 11K shares
$1.3M · 5K shares
$1.3M · 71K shares
$1.3M · 5K shares
$1.3M · 52K shares
$1.3M · 46K shares
$1.3M · 65K shares
$1.3M · 5K shares
$1.3M · 8K shares
$1.3M · 3K shares
$1.3M · 6K shares
$1.3M · 6K shares
$1.3M · 5K shares
$1.3M · 4K shares
$1.3M · 12K shares
$1.3M · 12K shares
$1.3M · 9K shares
$1.3M · 16K shares
$1.3M · 7K shares
$1.3M · 6K shares
$1.3M · 66K shares
$1.3M · 3K shares
$1.3M · 6K shares
$1.2M · 7K shares
$1.2M · 3K shares
$1.2M · 8K shares
$1.2M · 13K shares
$1.2M · 66K shares
$1.2M · 4K shares
$1.2M · 17K shares
$1.2M · 26K shares
$1.2M · 27K shares
$1.2M · 8K shares
$1.2M · 6K shares
$1.2M · 33K shares
$1.2M · 3K shares
$1.2M · 6K shares
$1.2M · 12K shares
$1.1M · 38K shares
$1.1M · 137K shares
$1.1M · 15K shares
$1.1M · 47K shares
$1.1M · 8K shares
$1.1M · 85K shares
$1.1M · 35K shares
$1.1M · 17K shares
$1.1M · 7K shares
$1.1M · 46K shares
$1.1M · 5K shares
$1.1M · 6K shares
$1.1M · 8K shares
$1.1M · 42K shares
$1.1M · 48K shares
$1.1M · 18K shares
$1.1M · 13K shares
$1.1M · 5K shares
$1.0M · 20K shares
$1.0M · 7K shares
$1.0M · 12K shares
$1.0M · 35K shares
$1.0M · 12K shares
$1.0M · 9K shares
$1.0M · 12K shares
$1.0M · 27K shares
$1.0M · 4K shares
$1.0M · 7K shares
$1.0M · 10K shares
$1.0M · 7K shares
$1.0M · 6K shares
$1.0M · 137K shares
$981K · 12K shares
$979K · 14K shares
$978K · 43K shares
$966K · 7K shares
$953K · 11K shares
$953K · 5K shares
$952K · 890 shares
$951K · 5K shares
$950K · 3K shares
$949K · 46K shares
$944K · 16K shares
$935K · 12K shares
$934K · 51K shares
$934K · 14K shares
$920K · 10K shares
$919K · 6K shares
$917K · 102K shares
$911K · 29K shares
$904K · 61K shares
$902K · 7K shares
$900K · 59K shares
$898K · 21K shares
$891K · 11K shares
$889K · 122 shares
$888K · 20K shares
$885K · 19K shares
$883K · 4K shares
$879K · 10K shares
$875K · 16K shares
$875K · 4K shares
$869K · 11K shares
$868K · 45K shares
$866K · 9K shares
$865K · 9K shares
$863K · 7K shares
$859K · 3K shares
$855K · 33K shares
$850K · 4K shares
$849K · 395 shares
$841K · 21K shares
$831K · 15K shares
$822K · 19K shares
$821K · 3K shares
$816K · 27K shares
$814K · 21K shares
$812K · 3K shares
$804K · 13K shares
$796K · 6K shares
$794K · 9K shares
$782K · 2K shares
$776K · 25K shares
$770K · 21K shares
$770K · 49K shares
$762K · 4K shares
$755K · 32K shares
$740K · 11K shares
$727K · 10K shares
$697K · 28K shares
$695K · 17K shares
$687K · 46K shares
$684K · 29K shares
$681K · 58K shares
$660K · 13K shares
$647K · 16K shares
$641K · 2K shares
$637K · 36K shares
$631K · 15K shares
$627K · 41K shares
$626K · 27K shares
$625K · 10K shares
$609K · 1K shares
$603K · 6K shares
$601K · 11K shares
$592K · 2K shares
$591K · 2K shares
$585K · 3K shares
$583K · 9K shares
$583K · 545 shares
$555K · 55K shares
$549K · 2K shares
$541K · 8K shares
$532K · 12K shares
$531K · 31K shares
$526K · 10K shares
$515K · 8K shares
$511K · 11K shares
$509K · 27K shares
$504K · 2K shares
$501K · 8K shares
$497K · 1K shares
$489K · 6K shares
$486K · 19K shares
$482K · 69K shares
$469K · 20K shares
$468K · 8K shares
$444K · 2K shares
$431K · 4K shares
$427K · 3K shares
$407K · 711 shares
$396K · 2K shares
$395K · 5K shares
$372K · 3K shares
$362K · 25K shares
$361K · 8K shares
$359K · 10K shares
$355K · 404 shares
$353K · 3K shares
$351K · 2K shares
$349K · 2K shares
$345K · 2K shares
$342K · 22K shares
$341K · 1K shares
$337K · 6K shares
$337K · 7K shares
$336K · 3K shares
$335K · 4K shares
$331K · 119K shares
$326K · 2K shares
$324K · 1K shares
$321K · 2K shares
$316K · 6K shares
$315K · 2K shares
$312K · 2K shares
$312K · 2K shares
$311K · 4K shares
$309K · 2K shares
$307K · 1K shares
$304K · 4K shares
$304K · 652 shares
$297K · 1K shares
$297K · 796 shares
$296K · 2K shares
$295K · 4K shares
$294K · 27K shares
$287K · 6K shares
$286K · 3K shares
$283K · 8K shares
$275K · 5K shares
$273K · 3K shares
$272K · 874 shares
$272K · 4K shares
$270K · 19K shares
$268K · 3K shares
$264K · 3K shares
$259K · 11K shares
$259K · 1K shares
$258K · 3K shares
$256K · 15K shares
$255K · 1K shares
$254K · 659 shares
$249K · 783 shares
$248K · 6K shares
$246K · 7K shares
$246K · 9K shares
$245K · 2K shares
$244K · 8K shares
$240K · 7K shares
$239K · 2K shares
$239K · 2K shares
$238K · 1K shares
$238K · 2K shares
$237K · 1K shares
$235K · 939 shares
$232K · 500 shares
$231K · 20K shares
$231K · 11K shares
$229K · 750 shares
$228K · 3K shares
$228K · 792 shares
$221K · 6K shares
$221K · 4K shares
$220K · 2K shares
$216K · 8K shares
$215K · 3K shares
$214K · 545 shares
$214K · 2K shares
$211K · 21K shares
$211K · 3K shares
$178K · 10K shares
$174K · 17K shares
$173K · 28K shares
$152K · 14K shares
$103K · 12K shares
$33K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 98 | $325.8M | 32.8% |
| Healthcare | 56 | $118.4M | 11.9% |
| Financial Services | 71 | $111.8M | 11.2% |
| Industrials | 67 | $106.7M | 10.7% |
| Consumer Cyclical | 62 | $92.3M | 9.3% |
| Communication Services | 17 | $56.6M | 5.7% |
| Unknown | 27 | $54.5M | 5.5% |
| Consumer Defensive | 23 | $44.8M | 4.5% |
| Energy | 21 | $35.0M | 3.5% |
| Basic Materials | 23 | $17.8M | 1.8% |
| Utilities | 10 | $15.5M | 1.6% |
| Real Estate | 10 | $15.2M | 1.5% |