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Tradelink Capital LLC Top Holdings and 13F Report (2026)

About Tradelink Capital LLC

Investment Activity

  • Tradelink Capital LLC has $10.18 thousand in total holdings as of June 30, 2026.
  • Tradelink Capital LLC owns shares of 25 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 81.58% of the portfolio was purchased this quarter.
  • About 93.70% of the portfolio was sold this quarter.
  • This quarter, Tradelink Capital LLC has purchased 25 new stocks and bought additional shares in 5 stocks.
  • Tradelink Capital LLC sold shares of 2 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Silgan
$818
VSE
$771
ESAB
$691

Largest New Holdings this Quarter

989207105 - Zebra Technologies
$992 Holding
827048109 - Silgan
$818 Holding
918284100 - VSE
$771 Holding
29605J106 - ESAB
$691 Holding
00187Y100 - APi Group
$564 Holding

Largest Purchases this Quarter

Zebra Technologies
3,769 shares (about $992.00)
Silgan
17,630 shares (about $818.00)
VSE
3,375 shares (about $771.00)
GXO Logistics
15,097 shares (about $765.08)
ESAB
7,013 shares (about $691.00)

Largest Sales this Quarter

Crane NXT
4,453 shares (about $228.07)
Compass Diversified
5,759 shares (about $61.39)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTradelink Capital LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Zebra Technologies Corporation stock logo
ZBRA
Zebra Technologies
$992$992 â–²New Holding3,7699.7%Technology
Silgan Holdings Inc. stock logo
SLGN
Silgan
$818$818 â–²New Holding17,6308.0%Materials
VSE Corporation stock logo
VSEC
VSE
$771$771 â–²New Holding3,3757.6%Industrials
GXO Logistics, Inc. stock logo
GXO
GXO Logistics
$770$765 â–²15,563.9%15,1947.6%Industrials
ESAB Corporation stock logo
ESAB
ESAB
$691$691 â–²New Holding7,0136.8%Industrials
APi Group Corporation stock logo
APG
APi Group
$564$564 â–²New Holding13,3185.5%Industrials
Neogen Corporation stock logo
NEOG
Neogen
$561$200 â–²55.5%62,3505.5%Healthcare
Armstrong World Industries, Inc. stock logo
AWI
Armstrong World Industries
$487$61 â–²14.2%3,0374.8%Industrials
Compass Diversified Holdings stock logo
CODI
Compass Diversified
$487$61 â–¼-11.2%45,6854.8%Finance
Louisiana-Pacific Corporation stock logo
LPX
Louisiana-Pacific
$482$482 â–²New Holding6,1254.7%Materials
Vericel Corporation stock logo
VCEL
Vericel
$470$464 â–²7,241.0%10,5714.6%Healthcare
Crane NXT, Co. stock logo
CXT
Crane NXT
$341$228 â–¼-40.1%6,6583.4%Technology
Gibraltar Industries, Inc. stock logo
ROCK
Gibraltar Industries
$326$326 â–²New Holding7,2353.2%Industrials
Acv Auctions Inc
$323$75 â–²30.1%44,9823.2%COM
Casella Waste Systems, Inc. stock logo
CWST
Casella Waste Systems
$316$316 â–²New Holding3,2643.1%Industrials
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$312$312 â–²New Holding1,0433.1%Industrials
Merit Medical Systems, Inc. stock logo
MMSI
Merit Medical Systems
$309$309 â–²New Holding4,4633.0%Healthcare
ExlService Holdings, Inc. stock logo
EXLS
ExlService
$284$284 â–²New Holding10,9952.8%Industrials
Graco Inc. stock logo
GGG
Graco
$276$276 â–²New Holding3,6522.7%Industrials
MSC Industrial Direct Company, Inc. stock logo
MSM
MSC Industrial Direct
$276$276 â–²New Holding2,3242.7%Industrials
Adtalem Global Education Inc. stock logo
ATGE
Adtalem Global Education
$231$231 â–²New Holding1,8492.3%Consumer Discretionary
ESAB Corporation stock logo
ESAB
ESAB
$38$38 â–²New Holding680.4%Industrials
Zebra Technologies Corporation stock logo
ZBRA
Zebra Technologies
$27$27 â–²New Holding290.3%Technology
APi Group Corporation stock logo
APG
APi Group
$15$15 â–²New Holding950.1%Industrials
ExlService Holdings, Inc. stock logo
EXLS
ExlService
$8$8 â–²New Holding950.1%Industrials
Watsco, Inc. stock logo
WSO
Watsco
$0$1,105 â–¼-100.0%00.0%Industrials
Bio-Techne Corp stock logo
TECH
Bio-Techne
$0$1,066 â–¼-100.0%00.0%Healthcare
LKQ Corporation stock logo
LKQ
LKQ
$0$755 â–¼-100.0%00.0%Consumer Discretionary
Chewy stock logo
CHWY
Chewy
$0$704 â–¼-100.0%00.0%Consumer Discretionary
Enova International, Inc. stock logo
ENVA
Enova International
$0$666 â–¼-100.0%00.0%Finance
Genuine Parts Company stock logo
GPC
Genuine Parts
$0$624 â–¼-100.0%00.0%Consumer Discretionary
WEX Inc. stock logo
WEX
WEX
$0$622 â–¼-100.0%00.0%Finance
The Scotts Miracle-Gro Company stock logo
SMG
Scotts Miracle-Gro
$0$500 â–¼-100.0%00.0%Materials
Revvity Inc. stock logo
RVTY
Revvity
$0$464 â–¼-100.0%00.0%Healthcare
Helios Technologies Inc
$0$454 â–¼-100.0%00.0%COM
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$0$406 â–¼-100.0%00.0%Technology
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$0$315 â–¼-100.0%00.0%Real Estate
Arrow Electronics, Inc. stock logo
ARW
Arrow Electronics
$0$309 â–¼-100.0%00.0%Technology
F5, Inc. stock logo
FFIV
F5
$0$308 â–¼-100.0%00.0%Technology
Jabil, Inc. stock logo
JBL
Jabil
$0$252 â–¼-100.0%00.0%Technology
Carpenter Technology Corporation stock logo
CRS
Carpenter Technology
$0$246 â–¼-100.0%00.0%Industrials
Minerals Technologies Inc. stock logo
MTX
Minerals Technologies
$0$243 â–¼-100.0%00.0%Materials
Huron Consulting Group Inc. stock logo
HURN
Huron Consulting Group
$0$206 â–¼-100.0%00.0%Industrials

Showing largest 100 holdings. View all holdings.
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