Tradelink Capital LLC Top Holdings and 13F Report (2026) About Tradelink Capital LLCInvestment ActivityTradelink Capital LLC has $13.23 thousand in total holdings as of March 31, 2026.Tradelink Capital LLC owns shares of 34 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 76.33% of the portfolio was purchased this quarter.About 592.05% of the portfolio was sold this quarter.This quarter, Tradelink Capital LLC has purchased 30 new stocks and bought additional shares in 5 stocks.Tradelink Capital LLC sold shares of 5 stocks and completely divested from 20 stocks this quarter.Largest Holdings Watsco $1,105Bio-Techne $1,066LKQ $755Vericel $733Chewy $704 Largest New Holdings this Quarter 942622200 - Watsco $1,105 Holding501889208 - LKQ $755 Holding92346J108 - Vericel $733 Holding16679L109 - Chewy $704 Holding372460105 - Genuine Parts $624 Holding Largest Purchases this Quarter Watsco 3,038 shares (about $1.11K)LKQ 25,716 shares (about $755.00)Vericel 22,783 shares (about $733.00)Chewy 26,075 shares (about $704.00)Genuine Parts 5,903 shares (about $624.00) Largest Sales this Quarter Bio-Techne 20,593 shares (about $65.39K)GXO Logistics 5,523 shares (about $1.82K)Enova International 1,846 shares (about $1.31K)Huron Consulting Group 627 shares (about $80.13)Bio-Techne 402 shares (about $21.00) 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 PortfolioSectorWSOWatsco$1,105$1,105 â–²New Holding3,0388.4%ConstructionTECHBio-Techne$1,066$21 â–¼-1.9%20,4028.1%MedicalLKQLKQ$755$755 â–²New Holding25,7165.7%Auto/Tires/TrucksVCELVericel$733$733 â–²New Holding22,7835.5%MedicalCHWYChewy$704$704 â–²New Holding26,0755.3%Retail/WholesaleTECHBio-Techne$670$65,390 â–¼-99.0%2115.1%MedicalENVAEnova International$666$409 â–²159.0%4,9065.0%FinanceGPCGenuine Parts$624$624 â–²New Holding5,9034.7%Retail/WholesaleWEXWEX$622$622 â–²New Holding4,0664.7%Business ServicesGXOGXO Logistics$521$230 â–²79.0%10,0583.9%TransportationSMGScotts Miracle-Gro$500$254 â–²103.6%8,2093.8%Consumer StaplesRVTYRevvity$464$464 â–²New Holding5,2933.5%MedicalHelios Technologies Inc$454$454 â–²New Holding7,0133.4%COMCXTCrane NXT$451$451 â–²New Holding11,1113.4%Business ServicesAWIArmstrong World Industries$438$438 â–²New Holding2,6593.3%ConstructionONTOOnto Innovation$406$406 â–²New Holding1,9793.1%Computer and TechnologyCODICompass Diversified$404$183 â–²82.6%51,4443.1%FinanceNEOGNeogen$372$372 â–²New Holding40,0992.8%MedicalIRMIron Mountain$315$315 â–²New Holding3,0832.4%Business ServicesARWArrow Electronics$309$309 â–²New Holding2,1192.3%Computer and TechnologyFFIVF5$308$308 â–²New Holding1,0662.3%Computer and TechnologyJBLJabil$252$252 â–²New Holding9501.9%Computer and TechnologyCRSCarpenter Technology$246$246 â–²New Holding6231.9%Basic MaterialsMTXMinerals Technologies$243$243 â–²New Holding3,4291.8%Basic MaterialsHURNHuron Consulting Group$206$80 â–¼-28.0%1,6121.6%Business ServicesAcv Auctions Inc$147$37 â–²34.2%34,5621.1%COMLKQLKQ$37$37 â–²New Holding1910.3%Auto/Tires/TrucksVCELVericel$37$37 â–²New Holding1440.3%MedicalWEXWEX$34$34 â–²New Holding380.3%Business ServicesENVAEnova International$34$1,308 â–¼-97.5%480.3%FinanceGXOGXO Logistics$32$1,822 â–¼-98.3%970.2%TransportationWSOWatsco$32$32 â–²New Holding190.2%ConstructionGPCGenuine Parts$26$26 â–²New Holding490.2%Retail/WholesaleRVTYRevvity$19$19 â–²New Holding580.1%MedicalWALMART INC$0$1,978 â–¼-100.0%00.0%COMIYRiShares U.S. Real Estate ETF$0$864 â–¼-100.0%00.0%ETFMSMMSC Industrial Direct$0$841 â–¼-100.0%00.0%IndustrialsMDYSPDR S&P MidCap 400 ETF Trust$0$784 â–¼-100.0%00.0%ETFCSGPCoStar Group$0$764 â–¼-100.0%00.0%Computer and TechnologyCLSCelestica$0$508 â–¼-100.0%00.0%Computer and TechnologyPANWPalo Alto Networks$0$479 â–¼-100.0%00.0%Computer and TechnologyCOHUCohu$0$393 â–¼-100.0%00.0%Computer and TechnologyBLKBBlackbaud$0$382 â–¼-100.0%00.0%Computer and TechnologyNDSNNordson$0$305 â–¼-100.0%00.0%IndustrialsWMSAdvanced Drainage Systems$0$303 â–¼-100.0%00.0%ConstructionICFIICF International$0$296 â–¼-100.0%00.0%Business ServicesSITESiteOne Landscape Supply$0$295 â–¼-100.0%00.0%IndustrialsMCHPMicrochip Technology$0$285 â–¼-100.0%00.0%Computer and TechnologyMNROMonro Muffler Brake$0$282 â–¼-100.0%00.0%Consumer DiscretionaryGLOBGlobant$0$251 â–¼-100.0%00.0%Computer and TechnologyASGN INC$0$239 â–¼-100.0%00.0%COMKFYKorn/Ferry International$0$238 â–¼-100.0%00.0%Business ServicesDVDoubleVerify$0$207 â–¼-100.0%00.0%Computer and TechnologyALITAlight$0$25 â–¼-100.0%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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