Linden Thomas Advisory Services, LLC
544 holdingsFiling period: 2026-06-30Current AUM: $1.25Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 175.4K | $35.1M | $37.9M | 3.02% | -34 | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 59.7K | $21.3M | $18.9M | 1.51% | +365 | 2026-06-30 |
| 3 | AVGO | Broadcom Inc | 50.7K | $19.1M | $16.7M | 1.33% | +873 | 2026-06-30 |
| 4 | ANET | Arista Networks Inc | 108.4K | $18.4M | $19.2M | 1.53% | +2.6K | 2026-06-30 |
| 5 | AAPL | Apple Inc | 63.4K | $18.4M | $21.8M | 1.74% | +289 | 2026-06-30 |
| 6 | AMD | Advanced Micro Devices Inc | 26.1K | $15.2M | $13.9M | 1.11% | +310 | 2026-06-30 |
| 7 | ALAB | Astera Labs Inc | 27.5K | $13.3M | $7.1M | 0.57% | -10,455 | 2026-06-30 |
| 8 | PANW | Palo Alto Networks Inc | 38.3K | $13.1M | $15.0M | 1.19% | +719 | 2026-06-30 |
| 9 | — | Ichor Holdings | 115.3K | $12.9M | $12.9M | 1.03% | +12.6K | 2026-06-30 |
| 10 | GLW | Corning Inc | 49.5K | $12.6M | $6.3M | 0.50% | +1.7K | 2026-06-30 |
| 11 | KLAC | Kla Corp | 40.8K | $12.3M | $6.1M | 0.49% | +36.7K | 2026-06-30 |
| 12 | MSFT | Microsoft Corp | 27.7K | $10.3M | $14.8M | 1.18% | +6 | 2026-06-30 |
| 13 | LRCX | Lam Research Corp | 22.4K | $9.7M | $5.3M | 0.42% | +418 | 2026-06-30 |
| 14 | FFIV | F5 Inc | 23.3K | $9.7M | $10.7M | 0.86% | +141 | 2026-06-30 |
| 15 | HEI | Heico Corp New | 26.2K | $9.3M | $8.1M | 0.65% | -645 | 2026-06-30 |
| 16 | AGX | Argan Inc | 11.5K | $9.2M | $3.8M | 0.30% | +1.2K | 2026-06-30 |
| 17 | AMAT | Applied Matls Inc | 12.4K | $8.9M | $4.8M | 0.38% | +216 | 2026-06-30 |
| 18 | FIX | Comfort Sys USA Inc | 4.5K | $8.9M | $5.6M | 0.45% | +474 | 2026-06-30 |
| 19 | CSCO | Cisco Sys Inc | 75.1K | $8.8M | $8.3M | 0.66% | +1.3K | 2026-06-30 |
| 20 | FTNT | Fortinet Inc | 53.1K | $8.2M | $9.7M | 0.78% | -5,501 | 2026-06-30 |
| 21 | MO | Altria Group Inc | 112.3K | $8.1M | $8.3M | 0.66% | +1.9K | 2026-06-30 |
| 22 | META | Meta Platforms Inc | 14.0K | $7.9M | $8.8M | 0.71% | +83 | 2026-06-30 |
| 23 | LLY | Eli Lilly & Co | 6.3K | $7.6M | $8.1M | 0.65% | +206 | 2026-06-30 |
| 24 | CDNS | Cadence Design System Inc | 19.9K | $7.5M | $6.4M | 0.51% | +160 | 2026-06-30 |
| 25 | GEV | GE Vernova Inc | 5.9K | $6.9M | $5.0M | 0.40% | +124 | 2026-06-30 |
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