Filed: 4/10/2026ACC: 0001965702-26-000006
📋 What this filing means
LINDEN THOMAS ADVISORY SERVICES, LLC filed this quarterly 13F‑HR report disclosing 530 equity positions with a total reported market value of $1.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
530
Positions
$1.04B
Total AUM (reported)
12.24M
Total Shares
Allocation by class
COM$780.91M75.2%
CL A$73.83M7.1%
COM NEW$46.10M4.4%
COM SHS$22.32M2.2%
SHS$22.11M2.1%
COM CL A$18.55M1.8%
CAP STK CL A$17.07M1.6%
Portfolio Concentration
Top 3$63.70M6.1%
4–10$68.98M6.6%
11–25$93.91M9.0%
Rest$811.25M78.2%
Top 3 weight
6.1%
Top 10 weight
12.8%
Voting Authority Distribution
Total shares with voting rights: 12.24M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
12.24M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole530
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings530
Rows:
NVIDIA CORPORATION
SOLEShares175.44K
TypeSH
Market value$30.60M
2.95%
Sole
0.00
Shared
0.00
None
175.44K
ALPHABET INC
SOLEShares59.36K
TypeSH
Market value$17.07M
1.64%
Sole
0.00
Shared
0.00
None
59.36K
APPLE INC
SOLEShares63.16K
TypeSH
Market value$16.03M
1.54%
Sole
0.00
Shared
0.00
None
63.16K
BROADCOM INC
SOLEShares49.81K
TypeSH
Market value$15.42M
1.49%
Sole
0.00
Shared
0.00
None
49.81K
ARISTA NETWORKS INC
SOLEShares105.78K
TypeSH
Market value$12.99M
1.25%
Sole
0.00
Shared
0.00
None
105.78K
MICROSOFT CORP
SOLEShares27.74K
TypeSH
Market value$10.27M
0.99%
Sole
0.00
Shared
0.00
None
27.74K
META PLATFORMS INC
SOLEShares13.93K
TypeSH
Market value$7.97M
0.77%
Sole
0.00
Shared
0.00
None
13.93K
RESMED INC
SOLEShares34.30K
TypeSH
Market value$7.70M
0.74%
Sole
0.00
Shared
0.00
None
34.30K
HEICO CORP NEW
SOLEShares26.82K
TypeSH
Market value$7.35M
0.71%
Sole
0.00
Shared
0.00
None
26.82K
ALTRIA GROUP INC
SOLEShares110.38K
TypeSH
Market value$7.28M
0.70%
Sole
0.00
Shared
0.00
None
110.38K
EXXON MOBIL CORP
SOLEShares42.22K
TypeSH
Market value$7.16M
0.69%
Sole
0.00
Shared
0.00
None
42.22K
NETFLIX INC.
SOLEShares72.06K
TypeSH
Market value$6.93M
0.67%
Sole
0.00
Shared
0.00
None
72.06K
THERMO FISHER SCIENTIFIC INC
SOLEShares13.68K
TypeSH
Market value$6.72M
0.65%
Sole
0.00
Shared
0.00
None
13.68K
VERIZON COMMUNICATIONS INC
SOLEShares133.60K
TypeSH
Market value$6.71M
0.65%
Sole
0.00
Shared
0.00
None
133.60K
F5 INC
SOLEShares23.14K
TypeSH
Market value$6.70M
0.65%
Sole
0.00
Shared
0.00
None
23.14K
CORNING INC
SOLEShares47.77K
TypeSH
Market value$6.50M
0.63%
Sole
0.00
Shared
0.00
None
47.77K
MATSON INC
SOLEShares38.45K
TypeSH
Market value$6.30M
0.61%
Sole
0.00
Shared
0.00
None
38.45K
WALMART INC
SOLEShares48.97K
TypeSH
Market value$6.09M
0.59%
Sole
0.00
Shared
0.00
None
48.97K
PALO ALTO NETWORKS INC
SOLEShares37.62K
TypeSH
Market value$6.03M
0.58%
Sole
0.00
Shared
0.00
None
37.62K
S&P GLOBAL INC
SOLEShares14.17K
TypeSH
Market value$6.03M
0.58%
Sole
0.00
Shared
0.00
None
14.17K
KLA CORP
SOLEShares4.04K
TypeSH
Market value$5.95M
0.57%
Sole
0.00
Shared
0.00
None
4.04K
KINIKSA PHARMACEUTICALS INTL
SOLEShares121.78K
TypeSH
Market value$5.86M
0.56%
Sole
0.00
Shared
0.00
None
121.78K
CISCO SYS INC
SOLEShares73.88K
TypeSH
Market value$5.73M
0.55%
Sole
0.00
Shared
0.00
None
73.88K
ELI LILLY & CO
SOLEShares6.13K
TypeSH
Market value$5.64M
0.54%
Sole
0.00
Shared
0.00
None
6.13K
ARGAN INC
SOLEShares10.22K
TypeSH
Market value$5.57M
0.54%
Sole
0.00
Shared
0.00
None
10.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 175.44K | SH | $30.60M 2.95% | 0.00 | 0.00 | 175.44K |
ALPHABET INCSOLE | CAP STK CL A | 59.36K | SH | $17.07M 1.64% | 0.00 | 0.00 | 59.36K |
APPLE INCSOLE | COM | 63.16K | SH | $16.03M 1.54% | 0.00 | 0.00 | 63.16K |
BROADCOM INCSOLE | COM | 49.81K | SH | $15.42M 1.49% | 0.00 | 0.00 | 49.81K |
ARISTA NETWORKS INCSOLE | COM SHS | 105.78K | SH | $12.99M 1.25% | 0.00 | 0.00 | 105.78K |
MICROSOFT CORPSOLE | COM | 27.74K | SH | $10.27M 0.99% | 0.00 | 0.00 | 27.74K |
META PLATFORMS INCSOLE | CL A | 13.93K | SH | $7.97M 0.77% | 0.00 | 0.00 | 13.93K |
RESMED INCSOLE | COM | 34.30K | SH | $7.70M 0.74% | 0.00 | 0.00 | 34.30K |
HEICO CORP NEWSOLE | COM | 26.82K | SH | $7.35M 0.71% | 0.00 | 0.00 | 26.82K |
ALTRIA GROUP INCSOLE | COM | 110.38K | SH | $7.28M 0.70% | 0.00 | 0.00 | 110.38K |
EXXON MOBIL CORPSOLE | COM | 42.22K | SH | $7.16M 0.69% | 0.00 | 0.00 | 42.22K |
NETFLIX INC.SOLE | COM | 72.06K | SH | $6.93M 0.67% | 0.00 | 0.00 | 72.06K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 13.68K | SH | $6.72M 0.65% | 0.00 | 0.00 | 13.68K |
VERIZON COMMUNICATIONS INCSOLE | COM | 133.60K | SH | $6.71M 0.65% | 0.00 | 0.00 | 133.60K |
F5 INCSOLE | COM | 23.14K | SH | $6.70M 0.65% | 0.00 | 0.00 | 23.14K |
CORNING INCSOLE | COM | 47.77K | SH | $6.50M 0.63% | 0.00 | 0.00 | 47.77K |
MATSON INCSOLE | COM | 38.45K | SH | $6.30M 0.61% | 0.00 | 0.00 | 38.45K |
WALMART INCSOLE | COM | 48.97K | SH | $6.09M 0.59% | 0.00 | 0.00 | 48.97K |
PALO ALTO NETWORKS INCSOLE | COM | 37.62K | SH | $6.03M 0.58% | 0.00 | 0.00 | 37.62K |
S&P GLOBAL INCSOLE | COM | 14.17K | SH | $6.03M 0.58% | 0.00 | 0.00 | 14.17K |
KLA CORPSOLE | COM NEW | 4.04K | SH | $5.95M 0.57% | 0.00 | 0.00 | 4.04K |
KINIKSA PHARMACEUTICALS INTLSOLE | ORD SHS CL A | 121.78K | SH | $5.86M 0.56% | 0.00 | 0.00 | 121.78K |
CISCO SYS INCSOLE | COM | 73.88K | SH | $5.73M 0.55% | 0.00 | 0.00 | 73.88K |
ELI LILLY & COSOLE | COM | 6.13K | SH | $5.64M 0.54% | 0.00 | 0.00 | 6.13K |
ARGAN INCSOLE | COM | 10.22K | SH | $5.57M 0.54% | 0.00 | 0.00 | 10.22K |
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