Linden Thomas Advisory Services, LLC Top Holdings and 13F Report (2026) About Linden Thomas Advisory Services, LLCInvestment ActivityLinden Thomas Advisory Services, LLC has $1.04 billion in total holdings as of March 31, 2026.Linden Thomas Advisory Services, LLC owns shares of 530 different stocks, but just 231 companies or ETFs make up 80% of its holdings.Approximately 16.45% of the portfolio was purchased this quarter.About 9.44% of the portfolio was sold this quarter.This quarter, Linden Thomas Advisory Services, LLC has purchased 485 new stocks and bought additional shares in 345 stocks.Linden Thomas Advisory Services, LLC sold shares of 113 stocks and completely divested from 27 stocks this quarter.Largest Holdings NVIDIA $30,596,387Alphabet $17,070,424Apple $16,029,376Broadcom $15,417,003ARISTA NETWORKS INC $12,987,054 Largest New Holdings this Quarter 316773100 - Fifth Third Bancorp $3,026,637 HoldingL8681T102 - Spotify Technology $2,317,385 Holding101137107 - Boston Scientific $2,191,858 Holding00827B106 - Affirm $2,129,530 HoldingG25457105 - Credo Technology Group $1,351,540 Holding Largest Purchases this Quarter Alphabet 26,446 shares (about $7.60M)Incyte 43,260 shares (about $4.07M)Broadcom 10,635 shares (about $3.29M)First Solar 15,966 shares (about $3.15M)Fifth Third Bancorp 65,145 shares (about $3.03M) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 45,615 shares (about $6.67M)APPLOVIN CORP 14,204 shares (about $5.65M)Meta Platforms 9,094 shares (about $5.20M)LAM RESEARCH CORP 20,484 shares (about $4.38M)Apple 16,037 shares (about $4.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLinden Thomas Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$30,596,387$2,251,504 ▼-6.9%175,4382.9%Computer and TechnologyGOOGLAlphabet$17,070,424$7,604,812 ▲80.3%59,3631.6%Computer and TechnologyAAPLApple$16,029,376$4,070,030 ▼-20.2%63,1601.5%Computer and TechnologyAVGOBroadcom$15,417,003$3,291,639 ▲27.1%49,8111.5%Computer and TechnologyARISTA NETWORKS INC$12,987,054$2,401,086 ▲22.7%105,7751.3%COM SHSMSFTMicrosoft$10,268,886$622,996 ▼-5.7%27,7411.0%Computer and TechnologyMETAMeta Platforms$7,969,771$5,202,950 ▼-39.5%13,9300.8%Computer and TechnologyRMDResMed$7,698,991$255,234 ▲3.4%34,2970.7%MedicalHEIHeico$7,352,673$95,147 ▲1.3%26,8150.7%AerospaceMOAltria Group$7,284,240$246,407 ▲3.5%110,3840.7%Consumer StaplesXOMExxonMobil$7,163,385$410,408 ▲6.1%42,2220.7%EnergyNFLXNetflix$6,928,377$1,221,970 ▲21.4%72,0580.7%Consumer DiscretionaryTMOThermo Fisher Scientific$6,721,673$152,866 ▲2.3%13,6750.6%MedicalVZVerizon Communications$6,706,971$424,692 ▲6.8%133,6050.6%Computer and TechnologyFFIVF5$6,696,543$622,060 ▼-8.5%23,1450.6%Computer and TechnologyGLWCorning$6,495,831$182,608 ▲2.9%47,7740.6%Computer and TechnologyMATXMatson$6,303,985$1,474,968 ▲30.5%38,4530.6%TransportationWALMART INC$6,085,619$392,103 ▲6.9%48,9670.6%COMPANWPalo Alto Networks$6,031,399$905,006 ▲17.7%37,6210.6%Computer and TechnologySPGIS&P Global$6,026,642$201,186 ▲3.5%14,1690.6%FinanceKLACKLA$5,952,954$1,035,104 ▼-14.8%4,0430.6%Computer and TechnologyKINIKSA PHARMACEUTICALS INTL$5,863,563$352,217 ▲6.4%121,7770.6%ORD SHS CL ACSCOCisco Systems$5,732,116$187,690 ▲3.4%73,8770.6%Computer and TechnologyLLYEli Lilly and Company$5,635,431$935,406 ▲19.9%6,1270.5%MedicalAGXArgan$5,567,412$2,735,232 ▲96.6%10,2220.5%ConstructionFIXComfort Systems USA$5,547,677$2,713,852 ▲95.8%4,0230.5%ConstructionCDNSCadence Design Systems$5,484,598$829,720 ▲17.8%19,7380.5%Computer and TechnologyVVisa$5,481,727$757,716 ▼-12.1%18,1370.5%Business ServicesWMBWilliams Companies$5,479,388$167,903 ▲3.2%75,2870.5%EnergyTSLATesla$5,447,253$1,834,586 ▲50.8%14,6530.5%Auto/Tires/TrucksVICIVICI Properties$5,317,510$387,725 ▲7.9%194,6380.5%FinanceCOSTCostco Wholesale$5,291,043$1,267,459 ▲31.5%5,3100.5%Retail/WholesaleUSLMUnited States Lime & Minerals$5,264,367$29,387 ▲0.6%40,3060.5%ConstructionNOWServiceNow$5,257,506$2,221,792 ▲73.2%50,2870.5%Computer and TechnologyAMDAdvanced Micro Devices$5,256,021$582,420 ▲12.5%25,8370.5%Computer and TechnologyNRGNRG Energy$5,250,518$97,914 ▲1.9%35,9280.5%UtilitiesAPHAmphenol$5,232,659$400,150 ▲8.3%41,4140.5%Computer and TechnologyISRGIntuitive Surgical$5,164,010$64,539 ▲1.3%11,2020.5%MedicalINTUIntuit$5,133,648$1,716,549 ▲50.2%11,8730.5%Computer and TechnologyLMTLockheed Martin$5,090,777$212,745 ▼-4.0%8,4230.5%AerospaceMTSIMACOM Technology Solutions$5,039,879$1,712,382 ▼-25.4%22,6950.5%Computer and TechnologyGE VERNOVA INC$5,038,379$3,651,341 ▼-42.0%5,7720.5%COMLMATLeMaitre Vascular$5,015,925$1,190,062 ▲31.1%45,9460.5%MedicalGLOBALSTAR INC$5,013,315$27,896 ▲0.6%75,4790.5%COM NEWAZOAutoZone$4,985,603$60,800 ▲1.2%1,4760.5%Retail/WholesaleCORCencora$4,898,699$133,195 ▲2.8%15,5940.5%MedicalTMUST-Mobile US$4,889,708$422,790 ▲9.5%23,2810.5%Computer and TechnologyABTAbbott Laboratories$4,886,476$121,664 ▲2.6%47,5940.5%MedicalMAMastercard$4,802,232$1,677,359 ▼-25.9%9,6110.5%Business ServicesICHRIchor$4,788,339$2,425,119 ▲102.6%102,7320.5%Computer and TechnologyFTNTFortinet$4,786,994$53,445 ▲1.1%58,5780.5%Computer and TechnologyFOXAFOX$4,690,980$146,526 ▲3.2%80,3250.5%Consumer DiscretionaryLAM RESEARCH CORP$4,687,914$4,376,611 ▼-48.3%21,9410.5%COM NEWIDXXIDEXX Laboratories$4,495,120$80,912 ▲1.8%8,0000.4%MedicalNVTnVent Electric$4,424,441$14,075 ▲0.3%37,4070.4%Computer and TechnologyKRKroger$4,354,118$180,683 ▲4.3%60,1730.4%Retail/WholesaleINCYIncyte$4,318,226$4,071,632 ▲1,651.1%45,8800.4%MedicalBRK.BBerkshire Hathaway$4,270,630$133,697 ▲3.2%8,9120.4%FinanceMNSTMonster Beverage$4,265,793$879,882 ▼-17.1%58,8710.4%Consumer StaplesASTERA LABS INC$4,157,238$1,598,078 ▼-27.8%37,9310.4%COMAMATApplied Materials$4,154,457$828,499 ▼-16.6%12,1550.4%Computer and TechnologyARCBArcBest$4,084,497$1,440,580 ▲54.5%41,5260.4%TransportationCPRXCatalyst Pharmaceuticals$4,050,513$586,639 ▲16.9%163,5910.4%MedicalLIILennox International$4,049,998$651,174 ▲19.2%8,7260.4%ConstructionREGNRegeneron Pharmaceuticals$3,957,462$511,488 ▲14.8%5,1220.4%MedicalFORMFormFactor$3,882,316$22,114 ▲0.6%40,0280.4%Computer and TechnologyCRMSalesforce$3,778,387$210,937 ▼-5.3%20,2410.4%Computer and TechnologyGHCGraham$3,744,815$994,882 ▲36.2%3,5420.4%Consumer DiscretionaryGLDSPDR Gold Shares$3,715,984$160,928 ▲4.5%8,6360.4%FinanceSYKStryker$3,700,581$150,494 ▲4.2%11,2620.4%MedicalGILDGilead Sciences$3,699,298$3,206,904 ▼-46.4%26,5430.4%MedicalVRTXVertex Pharmaceuticals$3,627,244$125,924 ▼-3.4%8,1230.3%MedicalFIVEFive Below$3,612,497$633,803 ▼-14.9%15,8110.3%Retail/WholesaleADIAnalog Devices$3,600,390$168,614 ▼-4.5%11,3170.3%Computer and TechnologyFSLRFirst Solar$3,596,444$3,149,453 ▲704.6%18,2320.3%EnergyKMIKinder Morgan$3,558,103$98,176 ▲2.8%106,1170.3%EnergyJXNJackson Financial$3,539,611$19,347 ▲0.5%33,4810.3%FinancePALANTIR TECHNOLOGIES INC$3,491,118$6,672,561 ▼-65.7%23,8660.3%CL AACMAECOM$3,477,705$260,652 ▲8.1%41,0010.3%ConstructionALSNAllison Transmission$3,431,029$81,591 ▲2.4%29,3100.3%Auto/Tires/TrucksCOLBColumbia Banking System$3,409,055$50,855 ▲1.5%124,2820.3%FinanceCRWDCrowdStrike$3,402,423$508,704 ▲17.6%8,7150.3%Computer and TechnologyCORE NATURAL RESOURCES INC$3,371,363$19,166 ▲0.6%32,1910.3%COM SHSCRAICharles River Associates$3,356,258$757,437 ▲29.1%20,7330.3%Business ServicesCTSHCognizant Technology Solutions$3,344,557$78,037 ▲2.4%54,5160.3%Computer and TechnologyLGNDLigand Pharmaceuticals$3,327,966$18,767 ▲0.6%16,6690.3%MedicalHRLHormel Foods$3,326,787$247,519 ▲8.0%146,8780.3%Consumer StaplesPENPenumbra$3,276,804$507,988 ▼-13.4%9,9790.3%MedicalLOWLowe's Companies$3,245,542$173,193 ▲5.6%13,7360.3%Retail/WholesaleACADIAN ASSET MANAGEMENT INC$3,235,160$1,598,370 ▲97.7%59,4480.3%COMEVERPURE INC$3,145,533$1,626,788 ▲107.1%53,2780.3%CL AMYRGMYR Group$3,139,398$1,976 ▲0.1%11,1200.3%UtilitiesPLABPhotronics$3,139,049$17,578 ▲0.6%77,6800.3%Computer and TechnologyORCLOracle$3,136,238$111,509 ▲3.7%21,3190.3%Computer and TechnologyABBVAbbVie$3,116,849$179,212 ▲6.1%14,3310.3%MedicalTKRTimken$3,105,199$104,191 ▲3.5%30,8760.3%Computer and TechnologyGRMNGarmin$3,086,893$85,380 ▲2.8%13,3050.3%Computer and TechnologyORLYO'Reilly Automotive$3,083,708$1,038,580 ▼-25.2%33,4060.3%Retail/WholesaleGDGeneral Dynamics$3,026,857$82,716 ▲2.8%8,8190.3%AerospaceFITBFifth Third Bancorp$3,026,637$3,026,637 ▲New Holding65,1450.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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