Linden Thomas Advisory Services, LLC Q4 2023 Filing

Filed February 1, 2024

Portfolio Value

$535.5M

Holdings

415

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (415 positions)

StockValue
UNHUNITEDHEALTH GROUP INC
$1.2M
COSTCOSTCO WHSL CORP NEW
$1.2M
COHUCOHU INC
$1.2M
FTNTFORTINET INC
$1.2M
WASHWASHINGTON TR BANCORP INC
$1.1M
RSRELIANCE STEEL & ALUMINUM CO
$1.1M
DOCSDOXIMITY INC
$1.1M
NVTNVENT ELECTRIC PLC
$1.1M
TMUST-MOBILE US INC
$1.1M
HLIHOULIHAN LOKEY INC
$1.1M
BBYBEST BUY INC
$1.1M
LNTHLANTHEUS HLDGS INC
$1.1M
MCOMOODYS CORP
$1.1M
IPGPIPG PHOTONICS CORP
$1.1M
RMERESMED INC
$1.1M
CAHCARDINAL HEALTH INC
$1.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.1M
SAICSCIENCE APPLICATIONS INTL CO
$1.1M
IRINGERSOLL RAND INC
$1.1M
NRCNATIONAL RESH CORP
$1.1M
VIGVANGUARD SPECIALIZED FUNDS
$1.1M
PLTRPALANTIR TECHNOLOGIES INC
$1.1M
WMTWALMART INC
$1.1M
CGNXCOGNEX CORP
$1.1M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$1.1M
TELTE CONNECTIVITY LTD
$1.0M
EHCENCOMPASS HEALTH CORP
$1.0M
AMBAAMBARELLA INC
$1.0M
ABGCENCORA INC
$1.0M
MSCIMSCI INC
$1.0M
HIIHUNTINGTON INGALLS INDS INC
$1.0M
3M4MASIMO CORP
$1.0M
SYKSTRYKER CORPORATION
$991K
JLLJONES LANG LASALLE INC
$977K
GQ9SPDR GOLD TR
$968K
ENPHENPHASE ENERGY INC
$960K
UNPUNION PAC CORP
$952K
DKSDICKS SPORTING GOODS INC
$952K
TMOTHERMO FISHER SCIENTIFIC INC
$947K
TFCTRUIST FINL CORP
$946K
GPNGLOBAL PMTS INC
$941K
ODFLOLD DOMINION FREIGHT LINE IN
$936K
BYDBOYD GAMING CORP
$932K
RLRALPH LAUREN CORP
$925K
BERYEURBERRY GLOBAL GROUP INC
$924K
MRKMERCK & CO INC
$922K
OGSONE GAS INC
$921K
CWCURTISS WRIGHT CORP
$915K
VRSNVERISIGN INC
$912K
WMKWEIS MKTS INC
$910K
KNXKNIGHT-SWIFT TRANSN HLDGS IN
$910K
MLIMUELLER INDS INC
$902K
UHSUNIVERSAL HLTH SVCS INC
$893K
XNCRXENCOR INC
$884K
GPKGRAPHIC PACKAGING HLDG CO
$881K
WSTWEST PHARMACEUTICAL SVSC INC
$880K
EOGEOG RES INC
$875K
RPRXROYALTY PHARMA PLC
$870K
CLXCLOROX CO DEL
$870K
MUSAMURPHY USA INC
$863K
NBIXNEUROCRINE BIOSCIENCES INC
$851K
WMBWILLIAMS COS INC
$850K
SUXTD SYNNEX CORPORATION
$849K
CSCOCISCO SYS INC
$845K
OHIOMEGA HEALTHCARE INVS INC
$842K
AYIACUITY BRANDS INC
$839K
PAYXPAYCHEX INC
$835K
AXSAXIS CAP HLDGS LTD
$821K
DTMDT MIDSTREAM INC
$820K
FNFFIDELITY NATIONAL FINANCIAL
$819K
NWSANEWS CORP NEW
$816K
MKSIMKS INSTRS INC
$810K
JNPJUNIPER NETWORKS INC
$808K
UBSIUNITED BANKSHARES INC WEST V
$804K
ONON SEMICONDUCTOR CORP
$793K
KRKROGER CO
$773K
ROSTROSS STORES INC
$772K
PNWPINNACLE WEST CAP CORP
$766K
HWKNHAWKINS INC
$761K
FUODOLBY LABORATORIES INC
$758K
DTEDTE ENERGY CO
$756K
ADSKAUTODESK INC
$752K
CACCCREDIT ACCEP CORP MICH
$745K
TPLTEXAS PACIFIC LAND CORPORATI
$742K
ARCCARES CAPITAL CORP
$739K
XOMEXXON MOBIL CORP
$734K
ELVELEVANCE HEALTH INC
$727K
NNNNNN REIT INC
$720K
GATXGATX CORP
$720K
LKQ1LKQ CORP
$718K
AOSSMITH A O CORP
$717K
TAPMOLSON COORS BEVERAGE CO
$710K
MTNVAIL RESORTS INC
$706K
0VVBPARAMOUNT GLOBAL
$706K
WECWEC ENERGY GROUP INC
$691K
BURLBURLINGTON STORES INC
$687K
PWSCPOWERSCHOOL HOLDINGS INC
$682K
BJBJS WHSL CLUB HLDGS INC
$677K
AMZNAMAZON COM INC
$668K
SONSONOCO PRODS CO
$667K
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