Linden Thomas Advisory Services, LLC

CIK
1965702
City
Charlotte
State / Country
NC

Top Portfolio Positions

526 positions · $1,032,587,990 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
175,438 $30,596,387 2.96%
GOOGL
Alphabet Inc.
Communication Services
59,363 $17,070,424 1.65%
AAPL
Apple Inc.
Technology
63,160 $16,029,376 1.55%
AVGO
Broadcom Inc.
Technology
49,811 $15,417,002 1.49%
ANET
Arista Networks, Inc.
Technology
105,775 $12,987,054 1.26%
MSFT
Microsoft Corp
Technology
27,741 $10,268,885 0.99%
META
Meta Platforms, Inc.
Communication Services
13,930 $7,969,770 0.77%
RMD
Resmed Inc
Healthcare
34,297 $7,698,990 0.75%
HEI
Heico Corp
Industrials
26,815 $7,352,673 0.71%
MO
Altria Group, Inc.
Consumer Defensive
110,384 $7,284,240 0.71%

Portfolio Trend

14 quarters · across all stocks

Holdings in ACH

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Shares Held

Position Value (USD)

12 of 12 shown
Report Date Value (USD) Shares
2026-03-31 $548,064 240,379
2025-12-31 $331,839 118,514
2025-09-30 $581,928 121,235
2025-06-30 $1,057,292 116,186
2025-03-31 $282,079 31,238
2024-12-31 $343,767 26,302
2024-09-30 $354,813 22,614
2024-06-30 $258,417 19,142
2024-03-31 $481,544 17,378
2023-12-31 $267,949 13,905
2023-09-30 $177,129 10,961
2023-06-30 $209,478 11,002