Filed: 2/4/2026ACC: 0001642044-26-000002
📋 What this filing means
TRADELINK CAPITAL LLC filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $12.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$12.5K
Total AUM (reported)
236.72K
Total Shares
Allocation by class
COM$12.5K100.0%
Portfolio Concentration
Top 3$4.1K32.5%
4–10$4.2K33.2%
11–25$4.1K33.0%
Rest$160.001.3%
Top 3 weight
32.5%
Top 10 weight
65.8%
Voting Authority Distribution
Total shares with voting rights: 27.00
Sole
Full voting authority
6.00
shares
% of voting shares22.2%
Shared
Joint voting authority
21.00
shares
% of voting shares77.8%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeShared · 77.8% of voting shares
Institutional Holdings27
Rows:
WALMART INC
SOLEShares17.75K
TypeSH
Market value$2.0K
15.82%
Sole
1.00
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares20.80K
TypeSH
Market value$1.2K
9.78%
Sole
0.00
Shared
1.00
None
0.00
ISHR DJ REAL EST
SOLEShares9.20K
TypeSH
Market value$864.00
6.91%
Sole
1.00
Shared
0.00
None
0.00
MSC INDUSTRIAL DIRECT CO INC
SOLEShares10K
TypeSH
Market value$841.00
6.73%
Sole
0.00
Shared
1.00
None
0.00
SPDR S&P MIDCAP 400 ETF
SOLEShares1.30K
TypeSH
Market value$784.00
6.27%
Sole
1.00
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares11.36K
TypeSH
Market value$764.00
6.11%
Sole
0.00
Shared
1.00
None
0.00
CELESTICA INC
SOLEShares1.72K
TypeSH
Market value$508.00
4.06%
Sole
0.00
Shared
1.00
None
0.00
PALO ALTO NETWORK INC
SOLEShares2.60K
TypeSH
Market value$479.00
3.83%
Sole
1.00
Shared
0.00
None
0.00
COHU INC
SOLEShares16.87K
TypeSH
Market value$393.00
3.14%
Sole
0.00
Shared
1.00
None
0.00
HURON CONSULTING GROUP INC
SOLEShares2.24K
TypeSH
Market value$387.00
3.10%
Sole
0.00
Shared
1.00
None
0.00
BLACKBAUD INC
SOLEShares6.04K
TypeSH
Market value$382.00
3.06%
Sole
0.00
Shared
1.00
None
0.00
NORDSON CORP
SOLEShares1.27K
TypeSH
Market value$305.00
2.44%
Sole
0.00
Shared
1.00
None
0.00
ADVANCED DRAINAGE SYSTEMS INC
SOLEShares2.09K
TypeSH
Market value$303.00
2.42%
Sole
0.00
Shared
1.00
None
0.00
ENOVA INTERNATIONAL INC
SOLEShares1.89K
TypeSH
Market value$298.00
2.38%
Sole
1.00
Shared
0.00
None
0.00
GXO LOGISTICS
SOLEShares5.62K
TypeSH
Market value$296.00
2.37%
Sole
0.00
Shared
1.00
None
0.00
ICF INTERNATIONAL INC
SOLEShares3.47K
TypeSH
Market value$296.00
2.37%
Sole
0.00
Shared
1.00
None
0.00
SITEONE LANDSCAPE SUPPLY INC
SOLEShares2.37K
TypeSH
Market value$295.00
2.36%
Sole
0.00
Shared
1.00
None
0.00
MICROCHIP TECHNOLOGY INC
SOLEShares4.47K
TypeSH
Market value$285.00
2.28%
Sole
0.00
Shared
1.00
None
0.00
MONRO INC
SOLEShares14.09K
TypeSH
Market value$282.00
2.26%
Sole
0.00
Shared
1.00
None
0.00
GLOBANT SA
SOLEShares3.84K
TypeSH
Market value$251.00
2.01%
Sole
0.00
Shared
1.00
None
0.00
ASGN INC
SOLEShares4.97K
TypeSH
Market value$239.00
1.91%
Sole
0.00
Shared
1.00
None
0.00
KORN/FERRY INTERNATIONAL
SOLEShares3.61K
TypeSH
Market value$238.00
1.90%
Sole
0.00
Shared
1.00
None
0.00
SCOTTS MIRACLE-GRO CO
SOLEShares4.03K
TypeSH
Market value$235.00
1.88%
Sole
0.00
Shared
1.00
None
0.00
DOUBLEVERIFY HOL
SOLEShares18.10K
TypeSH
Market value$207.00
1.66%
Sole
0.00
Shared
1.00
None
0.00
ACV AUCTIONS
SOLEShares25.75K
TypeSH
Market value$207.00
1.66%
Sole
0.00
Shared
1.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WALMART INCSOLE | COM | 17.75K | SH | $2.0K 15.82% | 1.00 | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 20.80K | SH | $1.2K 9.78% | 0.00 | 1.00 | 0.00 |
ISHR DJ REAL ESTSOLE | COM | 9.20K | SH | $864.00 6.91% | 1.00 | 0.00 | 0.00 |
MSC INDUSTRIAL DIRECT CO INCSOLE | COM | 10K | SH | $841.00 6.73% | 0.00 | 1.00 | 0.00 |
SPDR S&P MIDCAP 400 ETFSOLE | COM | 1.30K | SH | $784.00 6.27% | 1.00 | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 11.36K | SH | $764.00 6.11% | 0.00 | 1.00 | 0.00 |
CELESTICA INCSOLE | COM | 1.72K | SH | $508.00 4.06% | 0.00 | 1.00 | 0.00 |
PALO ALTO NETWORK INCSOLE | COM | 2.60K | SH | $479.00 3.83% | 1.00 | 0.00 | 0.00 |
COHU INCSOLE | COM | 16.87K | SH | $393.00 3.14% | 0.00 | 1.00 | 0.00 |
HURON CONSULTING GROUP INCSOLE | COM | 2.24K | SH | $387.00 3.10% | 0.00 | 1.00 | 0.00 |
BLACKBAUD INCSOLE | COM | 6.04K | SH | $382.00 3.06% | 0.00 | 1.00 | 0.00 |
NORDSON CORPSOLE | COM | 1.27K | SH | $305.00 2.44% | 0.00 | 1.00 | 0.00 |
ADVANCED DRAINAGE SYSTEMS INCSOLE | COM | 2.09K | SH | $303.00 2.42% | 0.00 | 1.00 | 0.00 |
ENOVA INTERNATIONAL INCSOLE | COM | 1.89K | SH | $298.00 2.38% | 1.00 | 0.00 | 0.00 |
GXO LOGISTICSSOLE | COM | 5.62K | SH | $296.00 2.37% | 0.00 | 1.00 | 0.00 |
ICF INTERNATIONAL INCSOLE | COM | 3.47K | SH | $296.00 2.37% | 0.00 | 1.00 | 0.00 |
SITEONE LANDSCAPE SUPPLY INCSOLE | COM | 2.37K | SH | $295.00 2.36% | 0.00 | 1.00 | 0.00 |
MICROCHIP TECHNOLOGY INCSOLE | COM | 4.47K | SH | $285.00 2.28% | 0.00 | 1.00 | 0.00 |
MONRO INCSOLE | COM | 14.09K | SH | $282.00 2.26% | 0.00 | 1.00 | 0.00 |
GLOBANT SASOLE | COM | 3.84K | SH | $251.00 2.01% | 0.00 | 1.00 | 0.00 |
ASGN INCSOLE | COM | 4.97K | SH | $239.00 1.91% | 0.00 | 1.00 | 0.00 |
KORN/FERRY INTERNATIONALSOLE | COM | 3.61K | SH | $238.00 1.90% | 0.00 | 1.00 | 0.00 |
SCOTTS MIRACLE-GRO COSOLE | COM | 4.03K | SH | $235.00 1.88% | 0.00 | 1.00 | 0.00 |
DOUBLEVERIFY HOLSOLE | COM | 18.10K | SH | $207.00 1.66% | 0.00 | 1.00 | 0.00 |
ACV AUCTIONSSOLE | COM | 25.75K | SH | $207.00 1.66% | 0.00 | 1.00 | 0.00 |
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