Linden Thomas Advisory Services, LLC Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$986.6B
Holdings
485
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (485 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | BXBLACKSTONE INC | 17,702 | $2.7B | 0.28% | |
| 102 | VEEVVEEVA SYS INC | 12,202 | $2.7B | 0.28% | |
| 103 | MEDPMEDPACE HLDGS INC | 4,718 | $2.6B | 0.27% | |
| 104 | GRMNGARMIN LTD | 12,937 | $2.6B | 0.27% | |
| 105 | AMGNAMGEN INC | 7,927 | $2.6B | 0.26% | |
| 106 | ABCBAMERIS BANCORP | 34,763 | $2.6B | 0.26% | |
| 107 | FICOFAIR ISAAC CORP | 1,527 | $2.6B | 0.26% | |
| 108 | ADBEADOBE INC | 7,296 | $2.6B | 0.26% | |
| 109 | TKRTIMKEN CO | 29,840 | $2.5B | 0.25% | |
| 110 | PODDINSULET CORP | 8,811 | $2.5B | 0.25% | |
| 111 | BKUBANKUNITED INC | 56,174 | $2.5B | 0.25% | |
| 112 | SCISERVICE CORP INTL | 32,100 | $2.5B | 0.25% | |
| 113 | THGHANOVER INS GROUP INC | 13,564 | $2.5B | 0.25% | |
| 114 | PLABPHOTRONICS INC | 77,245 | $2.5B | 0.25% | |
| 115 | MYRGMYR GROUP INC DEL | 11,113 | $2.4B | 0.25% | |
| 116 | RMBS*RAMBUS INC DEL | 26,259 | $2.4B | 0.24% | |
| 117 | JLLJONES LANG LASALLE INC | 7,149 | $2.4B | 0.24% | |
| 118 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 9,905 | $2.4B | 0.24% | |
| 119 | TXNTEXAS INSTRS INC | 13,859 | $2.4B | 0.24% | |
| 120 | EPAMEPAM SYS INC | 11,677 | $2.4B | 0.24% | |
| 121 | LHXL3HARRIS TECHNOLOGIES INC | 8,052 | $2.4B | 0.24% | |
| 122 | HALOHALOZYME THERAPEUTICS INC | 34,803 | $2.3B | 0.24% | |
| 123 | NOCNORTHROP GRUMMAN CORP | 4,058 | $2.3B | 0.23% | |
| 124 | CBOECBOE GLOBAL MKTS INC | 9,026 | $2.3B | 0.23% | |
| 125 | METMETLIFE INC | 28,547 | $2.3B | 0.23% | |
| 126 | SOSOUTHERN CO | 25,794 | $2.2B | 0.23% | |
| 127 | FMFFORMFACTOR INC | 39,800 | $2.2B | 0.23% | |
| 128 | BMIBADGER METER INC | 12,728 | $2.2B | 0.22% | |
| 129 | TJXTJX COS INC NEW | 14,411 | $2.2B | 0.22% | |
| 130 | DORMDORMAN PRODS INC | 17,910 | $2.2B | 0.22% | |
| 131 | HTDCORCEPT THERAPEUTICS INC | 63,210 | $2.2B | 0.22% | |
| 132 | MLIMUELLER INDS INC | 18,726 | $2.1B | 0.22% | |
| 133 | FDSFACTSET RESH SYS INC | 7,339 | $2.1B | 0.22% | |
| 134 | MTDMETTLER TOLEDO INTERNATIONAL | 1,524 | $2.1B | 0.22% | |
| 135 | SHWSHERWIN WILLIAMS CO | 6,547 | $2.1B | 0.21% | |
| 136 | BFCBANK FIRST CORP | 17,403 | $2.1B | 0.21% | |
| 137 | NTAPNETAPP INC | 19,798 | $2.1B | 0.21% | |
| 138 | A4SAMERIPRISE FINL INC | 4,285 | $2.1B | 0.21% | |
| 139 | OMCOMNICOM GROUP INC | 26,013 | $2.1B | 0.21% | |
| 140 | RFREGIONS FINANCIAL CORP NEW | 77,068 | $2.1B | 0.21% | |
| 141 | DGXQUEST DIAGNOSTICS INC | 11,953 | $2.1B | 0.21% | |
| 142 | TRMBTRIMBLE INC | 26,283 | $2.1B | 0.21% | |
| 143 | ZSZSCALER INC | 9,148 | $2.1B | 0.21% | |
| 144 | MTNVAIL RESORTS INC | 15,481 | $2.1B | 0.21% | |
| 145 | LULULULULEMON ATHLETICA INC | 9,886 | $2.1B | 0.21% | |
| 146 | WDAYWORKDAY INC | 9,550 | $2.1B | 0.21% | |
| 147 | CHTRCHARTER COMMUNICATIONS INC N | 9,794 | $2.0B | 0.21% | |
| 148 | UBERUBER TECHNOLOGIES INC | 24,681 | $2.0B | 0.20% | |
| 149 | SLVISHARES SILVER TR | 31,229 | $2.0B | 0.20% | |
| 150 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 38,289 | $2.0B | 0.20% | |
| 151 | CWCURTISS WRIGHT CORP | 3,629 | $2.0B | 0.20% | |
| 152 | ARCBARCBEST CORP | 26,880 | $2.0B | 0.20% | |
| 153 | FCFSFIRSTCASH HOLDINGS INC | 12,494 | $2.0B | 0.20% | |
| 154 | OKEONEOK INC NEW | 26,985 | $2.0B | 0.20% | |
| 155 | AYIACUITY INC | 5,452 | $2.0B | 0.20% | |
| 156 | RLRALPH LAUREN CORP | 5,551 | $2.0B | 0.20% | |
| 157 | LOARLOAR HOLDINGS INC | 28,839 | $2.0B | 0.20% | |
| 158 | TYLTYLER TECHNOLOGIES INC | 4,301 | $2.0B | 0.20% | |
| 159 | IWXISHARES TR | 21,056 | $1.9B | 0.20% | |
| 160 | DDOGDATADOG INC | 14,159 | $1.9B | 0.20% | |
| 161 | HCKTHACKETT GROUP INC | 97,820 | $1.9B | 0.19% | |
| 162 | HBANHUNTINGTON BANCSHARES INC | 110,692 | $1.9B | 0.19% | |
| 163 | BYDBOYD GAMING CORP | 22,519 | $1.9B | 0.19% | |
| 164 | FIXCOMFORT SYS USA INC | 2,055 | $1.9B | 0.19% | |
| 165 | MMM3M CO | 11,943 | $1.9B | 0.19% | |
| 166 | TPLTEXAS PACIFIC LAND CORPORATI | 6,588 | $1.9B | 0.19% | |
| 167 | SNPSSYNOPSYS INC | 4,006 | $1.9B | 0.19% | |
| 168 | FEFIRSTENERGY CORP | 41,919 | $1.9B | 0.19% | |
| 169 | ROLROLLINS INC | 30,714 | $1.8B | 0.19% | |
| 170 | DC4DEXCOM INC | 27,689 | $1.8B | 0.19% | |
| 171 | NSSCNAPCO SEC TECHNOLOGIES INC | 44,068 | $1.8B | 0.19% | |
| 172 | GPCGENUINE PARTS CO | 14,919 | $1.8B | 0.19% | |
| 173 | SEICSEI INVTS CO | 22,354 | $1.8B | 0.19% | |
| 174 | ITGARTNER INC | 7,245 | $1.8B | 0.19% | |
| 175 | GWWWW GRAINGER INC | 1,798 | $1.8B | 0.18% | |
| 176 | CITCINTAS CORP | 9,542 | $1.8B | 0.18% | |
| 177 | DTMDT MIDSTREAM INC | 14,625 | $1.8B | 0.18% | |
| 178 | PSTGPURE STORAGE INC | 25,724 | $1.7B | 0.17% | |
| 179 | JKHYHENRY JACK & ASSOC INC | 9,432 | $1.7B | 0.17% | |
| 180 | SRCE1ST SOURCE CORP | 27,352 | $1.7B | 0.17% | |
| 181 | TEAMATLASSIAN CORPORATION | 10,538 | $1.7B | 0.17% | |
| 182 | CALMCAL MAINE FOODS INC | 21,428 | $1.7B | 0.17% | |
| 183 | CASYCASEYS GEN STORES INC | 3,084 | $1.7B | 0.17% | |
| 184 | T7DTRANSDIGM GROUP INC | 1,271 | $1.7B | 0.17% | |
| 185 | ALVAUTOLIV INC | 14,126 | $1.7B | 0.17% | |
| 186 | MSIMOTOROLA SOLUTIONS INC | 4,311 | $1.7B | 0.17% | |
| 187 | EHCENCOMPASS HEALTH CORP | 15,426 | $1.6B | 0.17% | |
| 188 | ACNACCENTURE PLC IRELAND | 6,100 | $1.6B | 0.17% | |
| 189 | AGXARGAN INC | 5,200 | $1.6B | 0.17% | |
| 190 | HLIHOULIHAN LOKEY INC | 9,350 | $1.6B | 0.17% | |
| 191 | OKTAOKTA INC | 18,638 | $1.6B | 0.16% | |
| 192 | SLABSILICON LABORATORIES INC | 12,296 | $1.6B | 0.16% | |
| 193 | USBUS BANCORP DEL | 29,982 | $1.6B | 0.16% | |
| 194 | WMKWEIS MKTS INC | 24,841 | $1.6B | 0.16% | |
| 195 | NFGNATIONAL FUEL GAS CO | 19,765 | $1.6B | 0.16% | |
| 196 | AXSAXIS CAP HLDGS LTD | 14,684 | $1.6B | 0.16% | |
| 197 | PKGPACKAGING CORP AMER | 7,617 | $1.6B | 0.16% | |
| 198 | REZIRESIDEO TECHNOLOGIES INC | 44,681 | $1.6B | 0.16% | |
| 199 | TWTRADEWEB MKTS INC | 14,584 | $1.6B | 0.16% | |
| 200 | VCELVERICEL CORP | 43,279 | $1.6B | 0.16% |