Linden Thomas Advisory Services, LLC
Q2 2026 13F filing
Updated 56 days ago542 disclosed positions worth $1.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $35.1M | 175.4K | 2.83% | Trimmed(-0.0%) |
| 2 | G GOOGN ALPHABET INC | $21.3M | 59.7K | 1.72% | Added(+0.6%) |
| 3 | A AVGO BROADCOM INC | $19.1M | 50.7K | 1.54% | Added(+1.8%) |
| 4 | A ANET ARISTA NETWORKS INC | $18.4M | 108.4K | 1.49% | Added(+2.5%) |
| 5 | A AAPL APPLE INC | $18.4M | 63.4K | 1.48% | Added(+0.5%) |
| 6 | A AMD ADVANCED MICRO DEVICES INC | $15.2M | 26.1K | 1.23% | Added(+1.2%) |
| 7 | ? N/A ASTERA LABS INC | $13.3M | 27.5K | 1.07% | Trimmed(-27.6%) |
| 8 | P PANW PALO ALTO NETWORKS INC | $13.1M | 38.3K | 1.05% | Added(+1.9%) |
| 9 | I ICHR ICHOR HOLDINGS | $12.9M | 115.3K | 1.04% | Added(+12.3%) |
| 10 | G GLW CORNING INC | $12.6M | 49.5K | 1.02% | Added(+3.5%) |
| 11 | K KLAC KLA CORP | $12.3M | 40.8K | 0.99% | Added(+908.5%) |
| 12 | M MSFT MICROSOFT CORP | $10.4M | 27.7K | 0.83% | Added(+0.0%) |
| 13 | L LRCX LAM RESEARCH CORP | $9.7M | 22.4K | 0.78% | Added(+1.9%) |
| 14 | ? N/A F5 INC | $9.7M | 23.3K | 0.78% | Added(+0.6%) |
| 15 | H HEI-A HEICO CORP NEW | $9.3M | 26.2K | 0.75% | Trimmed(-2.4%) |
| 16 | A AGX ARGAN INC | $9.2M | 11.5K | 0.74% | Added(+12.2%) |
| 17 | A AMAT APPLIED MATLS INC | $8.9M | 12.4K | 0.72% | Added(+1.8%) |
| 18 | F FIX COMFORT SYS USA INC | $8.9M | 4.5K | 0.72% | Added(+11.8%) |
| 19 | C CSCO CISCO SYS INC | $8.8M | 75.1K | 0.71% | Added(+1.7%) |
| 20 | F FTNT FORTINET INC | $8.2M | 53.1K | 0.66% | Trimmed(-9.4%) |
| 21 | M MO ALTRIA GROUP INC | $8.1M | 112.3K | 0.65% | Added(+1.8%) |
| 22 | M META META PLATFORMS INC | $7.9M | 14.0K | 0.64% | Added(+0.6%) |
| 23 | L LLY ELI LILLY & CO | $7.6M | 6.3K | 0.61% | Added(+3.4%) |
| 24 | C CDNS CADENCE DESIGN SYSTEM INC | $7.5M | 19.9K | 0.60% | Added(+0.8%) |
| 25 | G GEV GE VERNOVA INC | $6.9M | 5.9K | 0.56% | Added(+2.1%) |
| 26 | T TMO THERMO FISHER SCIENTIFIC INC | $6.9M | 13.8K | 0.56% | Added(+0.9%) |
| 27 | C CRWD CROWDSTRIKE HLDGS INC | $6.8M | 8.9K | 0.55% | Added(+1.9%) |
| 28 | R RSMDF RESMED INC | $6.6M | 33.7K | 0.53% | Trimmed(-1.8%) |
| 29 | ? N/A MATSON INC | $6.3M | 32.8K | 0.51% | Trimmed(-14.7%) |
| 30 | V V VISA INC | $6.3M | 18.4K | 0.51% | Added(+1.2%) |
| 31 | ? N/A EVERPURE INC | $6.3M | 79.3K | 0.50% | Added(+48.9%) |
| 32 | T TSLA TESLA INC | $6.2M | 14.6K | 0.50% | Trimmed(-0.0%) |
| 33 | A ARCB ARCBEST CORP | $6.2M | 42.9K | 0.50% | Added(+3.3%) |
| 34 | X XOM EXXON MOBIL CORP | $6M | 43.7K | 0.48% | Added(+3.6%) |
| 35 | D DDOG DATADOG INC | $5.9M | 22.6K | 0.47% | Added(+3.1%) |
| 36 | S SPGI S&P GLOBAL INC | $5.9M | 14.4K | 0.47% | Added(+1.4%) |
| 37 | M MTSI MACOM TECH SOLUTIONS HLDGS I | $5.9M | 15.4K | 0.47% | Trimmed(-32.2%) |
| 38 | W WMT WALMART INC | $5.8M | 51.0K | 0.47% | Added(+4.2%) |
| 39 | V VZ VERIZON COMMUNICATIONS INC | $5.8M | 136.1K | 0.46% | Added(+1.9%) |
| 40 | F FBTC WILLIAMS COS INC | $5.7M | 76.3K | 0.46% | Added(+1.3%) |
| 41 | A APH AMPHENOL CORP | $5.6M | 31.9K | 0.45% | Trimmed(-22.9%) |
| 42 | C CPRX CATALYST PHARMACEUTICALS INC | $5.5M | 176.0K | 0.45% | Added(+7.6%) |
| 43 | H HPE-PC HEWLETT PACKARD ENTERPRISE C | $5.5M | 121.7K | 0.44% | Added(+2.6%) |
| 44 | N NVT NVENT ELEC PLC | $5.4M | 32.0K | 0.44% | Trimmed(-14.6%) |
| 45 | L LII LENNOX INTL INC | $5.4M | 9.4K | 0.43% | Added(+7.8%) |
| 46 | N NRG NRG ENERGY INC | $5.4M | 36.7K | 0.43% | Added(+2.2%) |
| 47 | V VICI VICI PPTYS INC | $5.3M | 199.0K | 0.43% | Added(+2.2%) |
| 48 | I INCY INCYTE CORP | $5.3M | 46.5K | 0.43% | Added(+1.4%) |
| 49 | N NOW SERVICENOW INC | $5.1M | 51.0K | 0.41% | Added(+1.4%) |
| 50 | C COST COSTCO WHOLESALE CORPORATION | $5M | 5.3K | 0.40% | Added(+0.4%) |