Linden Thomas Advisory Services, LLC
Top Portfolio Positions
527 positions ·
$1,036,858,620 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
175,438 | $30,596,387 | 2.95% | |
| 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 | 1.25% | |
| 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 | 0.74% | |
| HEI |
Heico Corp
Industrials
|
26,815 | $7,352,673 | 0.71% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
110,384 | $7,284,240 | 0.70% |
Portfolio Trend
14 quarters · across all stocks
Holdings in SEM
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,930,674 | 118,519 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $904,528 | 60,911 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $754,555 | 58,766 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $855,651 | 56,367 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $498,778 | 29,867 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $482,107 | 25,576 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $413,986 | 22,035 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $357,740 | 18,938 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $281,632 | 17,337 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $157,371 | 12,429 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $145,397 | 10,679 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $163,917 | 9,549 | Shares | Sole | 2023-07-27 | |
| No 13F history on record for this holder in this stock. | ||||||