Tradelink Capital LLC Top Holdings and 13F Report (2025) About Tradelink Capital LLCInvestment ActivityTradelink Capital LLC has $28.23 thousand in total holdings as of June 30, 2025.Tradelink Capital LLC owns shares of 51 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 87.49% of the portfolio was purchased this quarter.About 39.53% of the portfolio was sold this quarter.This quarter, Tradelink Capital LLC has purchased 40 new stocks and bought additional shares in 8 stocks.Tradelink Capital LLC sold shares of 3 stocks and completely divested from 29 stocks this quarter.Largest Holdings iShares Russell Mid-Cap Growth ETF $4,493Palantir Technologies Inc $2,495Alphabet $1,295Alphabet $1,251CoStar Group $1,213 Largest New Holdings this Quarter 464287481 - iShares Russell Mid-Cap Growth ETF $4,493 Holding69608A108 - Palantir Technologies Inc $2,495 Holding22160N109 - CoStar Group $1,213 Holding989207105 - Zebra Technologies $1,092 Holding688239201 - Oshkosh $957 Holding Largest Purchases this Quarter iShares Russell Mid-Cap Growth ETF 32,400 shares (about $4.49K)Palantir Technologies Inc 18,300 shares (about $2.50K)CoStar Group 15,081 shares (about $1.21K)Zebra Technologies 3,542 shares (about $1.09K)Haemonetics 13,934 shares (about $1.04K) Largest Sales this Quarter OSI Systems 1,378 shares (about $310.09)Alphabet 300 shares (about $52.86)John Wiley & Sons 13,918 shares (about $18.15) Sector Allocation Over TimeMap of 500 Largest Holdings ofTradelink Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWPiShares Russell Mid-Cap Growth ETF$4,493$4,493 ▲New Holding32,40015.9%ETFPalantir Technologies Inc$2,495$2,495 ▲New Holding18,3008.8%COMGOOGAlphabet$1,295$231 ▲21.7%7,3004.6%Computer and TechnologyGOOGLAlphabet$1,251$53 ▼-4.1%7,1004.4%Computer and TechnologyCSGPCoStar Group$1,213$1,213 ▲New Holding15,0814.3%Computer and TechnologyZBRAZebra Technologies$1,092$1,092 ▲New Holding3,5423.9%IndustrialsHAEHaemonetics$1,042$1,039 ▲39,811.4%13,9693.7%MedicalWns (holdings) Ltd$1,023$1,021 ▲46,134.3%16,1823.6%COMOSKOshkosh$957$957 ▲New Holding8,4333.4%Auto/Tires/TrucksMRKMerck & Co., Inc.$950$950 ▲New Holding12,0003.4%MedicalWLYJohn Wiley & Sons$895$69 ▲8.3%20,0573.2%Consumer StaplesCRMSalesforce$818$818 ▲New Holding3,0002.9%Computer and TechnologyApplovin Corp$700$700 ▲New Holding2,0002.5%COMGLWCorning$695$695 ▲New Holding13,2122.5%Computer and TechnologyDVDoubleVerify$607$607 ▲New Holding40,5172.1%Computer and TechnologyCIENCiena$565$565 ▲New Holding6,9422.0%Computer and TechnologyESIElement Solutions$475$475 ▲New Holding20,9501.7%Basic MaterialsABMABM Industries$455$455 ▲New Holding9,6331.6%Business ServicesSTSensata Technologies$432$432 ▲New Holding14,3441.5%Computer and TechnologyDXCMDexCom$413$413 ▲New Holding4,7361.5%MedicalKAROPENLANE$390$390 ▲New Holding15,9681.4%Auto/Tires/TrucksMTXMinerals Technologies$370$370 ▲New Holding6,7111.3%Basic MaterialsQCOMQUALCOMM$366$366 ▲New Holding2,3001.3%Computer and TechnologyMSMMSC Industrial Direct$362$355 ▲5,356.4%4,2561.3%IndustrialsJPMJPMorgan Chase & Co.$348$348 ▲New Holding1,2001.2%FinancePGProcter & Gamble$335$335 ▲New Holding2,1001.2%Consumer StaplesPEPPepsiCo$330$330 ▲New Holding2,5001.2%Consumer StaplesPGRProgressive$320$320 ▲New Holding1,2001.1%FinancePSNParsons$318$318 ▲New Holding4,4291.1%Business ServicesVECOVeeco Instruments$296$296 ▲New Holding14,5701.0%Computer and TechnologyCCOICogent Communications$274$105 ▲62.6%5,6881.0%Computer and TechnologyNUNU$273$273 ▲New Holding19,9001.0%FinanceHURNHuron Consulting Group$268$268 ▲New Holding1,9500.9%Business ServicesAMATApplied Materials$256$256 ▲New Holding1,4000.9%Computer and TechnologyAFLAflac$232$232 ▲New Holding2,2000.8%FinanceCLHClean Harbors$227$227 ▲New Holding9830.8%Business ServicesAJGArthur J. Gallagher & Co.$224$224 ▲New Holding7000.8%FinancePRIMPrimoris Services$218$218 ▲New Holding2,7970.8%ConstructionXOMExxon Mobil$216$216 ▲New Holding2,0000.8%EnergyWMBWilliams Companies$207$207 ▲New Holding3,3000.7%EnergyUNPUnion Pacific$207$207 ▲New Holding9000.7%TransportationOSISOSI Systems$205$310 ▼-60.2%9110.7%Computer and TechnologyCOINCoinbase Global$43$43 ▲New Holding2,5000.2%FinanceOSKOshkosh$33$33 ▲New Holding13,0000.1%Auto/Tires/TrucksMTXMinerals Technologies$16$16 ▲New Holding6,5000.1%Basic MaterialsWNS 07/18/2025 PUT 60$14$14 ▲26,471.4%9,3000.0%OPTWLYJohn Wiley & Sons$6$18 ▼-75.2%4,6000.0%Consumer StaplesZBRAZebra Technologies$5$5 ▲New Holding3,7000.0%IndustrialsMSMMSC Industrial Direct$3$3 ▲4,643.6%3,7000.0%IndustrialsGLWCorning$3$3 ▲New Holding9,2000.0%Computer and TechnologyDXCMDexCom$2$2 ▲New Holding3,7000.0%MedicalMETAMeta Platforms$0$2,075 ▼-100.0%00.0%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$0$1,776 ▼-100.0%00.0%ETFNFLXNetflix$0$839 ▼-100.0%00.0%Consumer DiscretionaryMTZMasTec$0$540 ▼-100.0%00.0%ConstructionCelestica Inc$0$499 ▼-100.0%00.0%COMDYDycom Industries$0$489 ▼-100.0%00.0%ConstructionFNFabrinet$0$475 ▼-100.0%00.0%Computer and TechnologyMLIMueller Industries$0$401 ▼-100.0%00.0%IndustrialsTAT&T$0$390 ▼-100.0%00.0%Computer and TechnologyATGEAdtalem Global Education$0$326 ▼-100.0%00.0%Consumer DiscretionaryCWHCamping World$0$323 ▼-100.0%00.0%Auto/Tires/TrucksAWIArmstrong World Industries$0$301 ▼-100.0%00.0%ConstructionMWAMUELLER WATER PRODUCTS$0$274 ▼-100.0%00.0%IndustrialsEAElectronic Arts$0$260 ▼-100.0%00.0%Consumer DiscretionaryCWSTCasella Waste Systems$0$254 ▼-100.0%00.0%Business ServicesMNROMonro Muffler Brake$0$240 ▼-100.0%00.0%Consumer DiscretionaryVZVerizon Communications$0$240 ▼-100.0%00.0%Computer and TechnologyALGAlamo Group$0$238 ▼-100.0%00.0%IndustrialsCHTRCharter Communications$0$221 ▼-100.0%00.0%Consumer DiscretionaryAPGAPi Group$0$200 ▼-100.0%00.0%Business ServicesSBHSally Beauty$0$136 ▼-100.0%00.0%Retail/WholesaleCLOVClover Health Investments$0$110 ▼-100.0%00.0%MedicalEOSEEos Energy Enterprises$0$66 ▼-100.0%00.0%IndustrialsBFLYButterfly Network$0$25 ▼-100.0%00.0%MedicalGEVOGevo$0$22 ▼-100.0%00.0%EnergyKULRKULR Technology Group$0$19 ▼-100.0%00.0%Computer and TechnologyMVSTMicrovast$0$17 ▼-100.0%00.0%Business ServicesSGMOSangamo Therapeutics$0$11 ▼-100.0%00.0%MedicalKOPNKopin$0$11 ▼-100.0%00.0%Computer and TechnologyShowing 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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