Filed: 7/16/2026ACC: 0001965702-26-000008
📋 What this filing means
LINDEN THOMAS ADVISORY SERVICES, LLC filed this quarterly 13F‑HR report disclosing 542 equity positions with a total reported market value of $1.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
542
Positions
$1.24B
Total AUM (reported)
13.36M
Total Shares
Allocation by class
COM$924.56M74.6%
CL A$88.66M7.2%
COM NEW$57.82M4.7%
SHS$33.89M2.7%
COM SHS$25.07M2.0%
COM CL A$22.30M1.8%
CAP STK CL A$21.34M1.7%
Portfolio Concentration
Top 3$75.59M6.1%
4–10$103.89M8.4%
11–25$133.30M10.8%
Rest$926.70M74.8%
Top 3 weight
6.1%
Top 10 weight
14.5%
Voting Authority Distribution
Total shares with voting rights: 13.36M
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
13.36M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole542
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings542
Rows:
NVIDIA CORPORATION
SOLEShares175.40K
TypeSH
Market value$35.10M
2.83%
Sole
0.00
Shared
0.00
None
175.40K
ALPHABET INC
SOLEShares59.73K
TypeSH
Market value$21.34M
1.72%
Sole
0.00
Shared
0.00
None
59.73K
BROADCOM INC
SOLEShares50.68K
TypeSH
Market value$19.15M
1.54%
Sole
0.00
Shared
0.00
None
50.68K
ARISTA NETWORKS INC
SOLEShares108.39K
TypeSH
Market value$18.41M
1.49%
Sole
0.00
Shared
0.00
None
108.39K
APPLE INC
SOLEShares63.45K
TypeSH
Market value$18.36M
1.48%
Sole
0.00
Shared
0.00
None
63.45K
ADVANCED MICRO DEVICES INC
SOLEShares26.15K
TypeSH
Market value$15.19M
1.23%
Sole
0.00
Shared
0.00
None
26.15K
ASTERA LABS INC
SOLEShares27.48K
TypeSH
Market value$13.27M
1.07%
Sole
0.00
Shared
0.00
None
27.48K
PALO ALTO NETWORKS INC
SOLEShares38.34K
TypeSH
Market value$13.07M
1.05%
Sole
0.00
Shared
0.00
None
38.34K
ICHOR HOLDINGS
SOLEShares115.34K
TypeSH
Market value$12.95M
1.04%
Sole
0.00
Shared
0.00
None
115.34K
CORNING INC
SOLEShares49.47K
TypeSH
Market value$12.64M
1.02%
Sole
0.00
Shared
0.00
None
49.47K
KLA CORP
SOLEShares40.77K
TypeSH
Market value$12.30M
0.99%
Sole
0.00
Shared
0.00
None
40.77K
MICROSOFT CORP
SOLEShares27.75K
TypeSH
Market value$10.35M
0.84%
Sole
0.00
Shared
0.00
None
27.75K
LAM RESEARCH CORP
SOLEShares22.36K
TypeSH
Market value$9.69M
0.78%
Sole
0.00
Shared
0.00
None
22.36K
F5 INC
SOLEShares23.29K
TypeSH
Market value$9.69M
0.78%
Sole
0.00
Shared
0.00
None
23.29K
HEICO CORP NEW
SOLEShares26.17K
TypeSH
Market value$9.32M
0.75%
Sole
0.00
Shared
0.00
None
26.17K
ARGAN INC
SOLEShares11.46K
TypeSH
Market value$9.15M
0.74%
Sole
0.00
Shared
0.00
None
11.46K
APPLIED MATLS INC
SOLEShares12.37K
TypeSH
Market value$8.94M
0.72%
Sole
0.00
Shared
0.00
None
12.37K
COMFORT SYS USA INC
SOLEShares4.50K
TypeSH
Market value$8.91M
0.72%
Sole
0.00
Shared
0.00
None
4.50K
CISCO SYS INC
SOLEShares75.14K
TypeSH
Market value$8.83M
0.71%
Sole
0.00
Shared
0.00
None
75.14K
FORTINET INC
SOLEShares53.08K
TypeSH
Market value$8.15M
0.66%
Sole
0.00
Shared
0.00
None
53.08K
ALTRIA GROUP INC
SOLEShares112.32K
TypeSH
Market value$8.08M
0.65%
Sole
0.00
Shared
0.00
None
112.32K
META PLATFORMS INC
SOLEShares14.01K
TypeSH
Market value$7.89M
0.64%
Sole
0.00
Shared
0.00
None
14.01K
ELI LILLY & CO
SOLEShares6.33K
TypeSH
Market value$7.60M
0.61%
Sole
0.00
Shared
0.00
None
6.33K
CADENCE DESIGN SYSTEM INC
SOLEShares19.90K
TypeSH
Market value$7.47M
0.60%
Sole
0.00
Shared
0.00
None
19.90K
GE VERNOVA INC
SOLEShares5.90K
TypeSH
Market value$6.93M
0.56%
Sole
0.00
Shared
0.00
None
5.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 175.40K | SH | $35.10M 2.83% | 0.00 | 0.00 | 175.40K |
ALPHABET INCSOLE | CAP STK CL A | 59.73K | SH | $21.34M 1.72% | 0.00 | 0.00 | 59.73K |
BROADCOM INCSOLE | COM | 50.68K | SH | $19.15M 1.54% | 0.00 | 0.00 | 50.68K |
ARISTA NETWORKS INCSOLE | COM SHS | 108.39K | SH | $18.41M 1.49% | 0.00 | 0.00 | 108.39K |
APPLE INCSOLE | COM | 63.45K | SH | $18.36M 1.48% | 0.00 | 0.00 | 63.45K |
ADVANCED MICRO DEVICES INCSOLE | COM | 26.15K | SH | $15.19M 1.23% | 0.00 | 0.00 | 26.15K |
ASTERA LABS INCSOLE | COM | 27.48K | SH | $13.27M 1.07% | 0.00 | 0.00 | 27.48K |
PALO ALTO NETWORKS INCSOLE | COM | 38.34K | SH | $13.07M 1.05% | 0.00 | 0.00 | 38.34K |
ICHOR HOLDINGSSOLE | SHS | 115.34K | SH | $12.95M 1.04% | 0.00 | 0.00 | 115.34K |
CORNING INCSOLE | COM | 49.47K | SH | $12.64M 1.02% | 0.00 | 0.00 | 49.47K |
KLA CORPSOLE | COM NEW | 40.77K | SH | $12.30M 0.99% | 0.00 | 0.00 | 40.77K |
MICROSOFT CORPSOLE | COM | 27.75K | SH | $10.35M 0.84% | 0.00 | 0.00 | 27.75K |
LAM RESEARCH CORPSOLE | COM NEW | 22.36K | SH | $9.69M 0.78% | 0.00 | 0.00 | 22.36K |
F5 INCSOLE | COM | 23.29K | SH | $9.69M 0.78% | 0.00 | 0.00 | 23.29K |
HEICO CORP NEWSOLE | COM | 26.17K | SH | $9.32M 0.75% | 0.00 | 0.00 | 26.17K |
ARGAN INCSOLE | COM | 11.46K | SH | $9.15M 0.74% | 0.00 | 0.00 | 11.46K |
APPLIED MATLS INCSOLE | COM | 12.37K | SH | $8.94M 0.72% | 0.00 | 0.00 | 12.37K |
COMFORT SYS USA INCSOLE | COM | 4.50K | SH | $8.91M 0.72% | 0.00 | 0.00 | 4.50K |
CISCO SYS INCSOLE | COM | 75.14K | SH | $8.83M 0.71% | 0.00 | 0.00 | 75.14K |
FORTINET INCSOLE | COM | 53.08K | SH | $8.15M 0.66% | 0.00 | 0.00 | 53.08K |
ALTRIA GROUP INCSOLE | COM | 112.32K | SH | $8.08M 0.65% | 0.00 | 0.00 | 112.32K |
META PLATFORMS INCSOLE | CL A | 14.01K | SH | $7.89M 0.64% | 0.00 | 0.00 | 14.01K |
ELI LILLY & COSOLE | COM | 6.33K | SH | $7.60M 0.61% | 0.00 | 0.00 | 6.33K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 19.90K | SH | $7.47M 0.60% | 0.00 | 0.00 | 19.90K |
GE VERNOVA INCSOLE | COM | 5.90K | SH | $6.93M 0.56% | 0.00 | 0.00 | 5.90K |
Page 1 of 22
…