Linden Thomas Advisory Services, LLC
CIK Number: 0001965702
772.47M
Market Value
456
# of Holdings
7 months
Avg. Holding Period
46.15%
Win Rate
37.20%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 162.06K | +17.58% | 21.76M | 63.31 | 2.76% |
| 2 | AAPL | Apple Inc. | 198.10 | +0.84% | 50.6K | +5.03% | 12.67M | 180.29 | 1.61% |
| 3 | META | Meta Platforms,... | 701.33 | +2.70% | 20.16K | +14.18% | 11.8M | 329.75 | 1.50% |
| 4 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 24.53K | +19.10% | 10.34M | 376.34 | 1.31% |
| 5 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 36.88K | -0.17% | 8.55M | 58.95 | 1.08% |
| 6 | ANET | Arista Networks... | 95.01 | +2.88% | 62.51K | +100.00% | 6.91M | 110.53 | 0.88% |
| 7 | ALAB | Astera Labs, In... | 95.29 | +6.20% | 52.16K | -0.6% | 6.91M | 57.54 | 0.88% |
| 8 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 20.05K | +4.65% | 6.7M | 176.44 | 0.85% |
| 9 | APP | AppLovin Corpor... | 370.93 | +1.77% | 19.39K | +7.25% | 6.28M | 102.73 | 0.80% |
| 10 | MA | Mastercard Inco... | 568.14 | +1.09% | 11.27K | +15.29% | 5.94M | 430.18 | 0.75% |
| 11 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 7.48K | +4.69% | 5.77M | 422.84 | 0.73% |
| 12 | V | Visa Inc. | 355.07 | +0.63% | 18.12K | +12.89% | 5.73M | 252.63 | 0.73% |
| 13 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 6.34K | +4.43% | 5.65M | 351.17 | 0.72% |
| 14 | USLM | United States L... | 100.47 | +2.67% | 41.17K | -0.11% | 5.46M | 42.26 | 0.69% |
| 15 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 5.06K | +12.99% | 5.37M | 706.5 | 0.68% |
| 16 | ISRG | Intuitive Surgi... | 518.65 | +1.26% | 10.22K | +5.82% | 5.33M | 349.56 | 0.68% |
| 17 | SPGI | S&P Global Inc. | 504.40 | +0.58% | 10.31K | +9.34% | 5.14M | 390.21 | 0.65% |
| 18 | FTNT | Fortinet, Inc. | 101.82 | +0.98% | 52.57K | +4.69% | 4.97M | 58.56 | 0.63% |
| 19 | HD | The Home Depot,... | 353.06 | -0.45% | 12.5K | +9.12% | 4.86M | 336.92 | 0.62% |
| 20 | ADBE | Adobe Inc. | 401.12 | +2.41% | 10.67K | +8.04% | 4.75M | 455.52 | 0.60% |
| 21 | PLTR | Palantir Techno... | 141.39 | +2.90% | 61.4K | +7.58% | 4.64M | 21.46 | 0.59% |
| 22 | INTU | Intuit Inc. | 767.56 | +1.80% | 7.36K | +6.14% | 4.63M | 456.38 | 0.59% |
| 23 | CDNS | Cadence Design ... | 300.68 | +0.23% | 14.67K | +8.27% | 4.41M | 230.65 | 0.56% |
| 24 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 23.57K | +109.94% | 4.29M | 87.01 | 0.54% |
| 25 | LII | Lennox Internat... | 542.05 | +0.74% | 7.02K | +3.86% | 4.28M | 283.09 | 0.54% |
| 26 | KLAC | KLA Corporation | 890.63 | +2.65% | 6.76K | +14.91% | 4.26M | 524.98 | 0.54% |
| 27 | LMT | Lockheed Martin... | 466.60 | -4.08% | 8.47K | -0.53% | 4.12M | 483.61 | 0.52% |
| 28 | GILD | Gilead Sciences... | 110.72 | +0.67% | 44.53K | +3.80% | 4.11M | 80.01 | 0.52% |
| 29 | ZBRA | Zebra Technolog... | 292.83 | +3.25% | 10.36K | -0.81% | 4M | 256.56 | 0.51% |
| 30 | CHE | Chemed Corporat... | 552.58 | +0.26% | 7.51K | -0.77% | 3.98M | 514.67 | 0.50% |
| 31 | SOLV | Solventum Corpo... | 74.46 | +0.89% | 60.1K | -0.6% | 3.97M | 51.45 | 0.50% |
| 32 | MTSI | MACOM Technolog... | 131.28 | +1.79% | 30.48K | -0.59% | 3.96M | 110.36 | 0.50% |
| 33 | GWW | W.W. Grainger, ... | 1070.09 | +0.55% | 3.75K | +12.21% | 3.95M | 759.26 | 0.50% |
| 34 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 20.62K | +11.58% | 3.9M | 141.67 | 0.49% |
| 35 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 9.63K | -0.86% | 3.89M | 156.28 | 0.49% |
| 36 | AXP | American Expres... | 293.96 | +2.14% | 13.08K | +19.40% | 3.88M | 217.07 | 0.49% |
| 37 | TMUS | T-Mobile US, In... | 230.63 | +1.15% | 17.58K | +19.97% | 3.88M | 172.76 | 0.49% |
| 38 | FDS | FactSet Researc... | 421.05 | +0.27% | 7.89K | -0.75% | 3.79M | 403.11 | 0.48% |
| 39 | MNST | Monster Beverag... | 63.86 | +1.27% | 70.61K | +0.51% | 3.71M | 50.98 | 0.47% |
| 40 | IT | Gartner, Inc. | 408.75 | +0.93% | 7.53K | -0.67% | 3.65M | 337.31 | 0.46% |
| 41 | MATX | Matson, Inc. | 111.69 | -0.69% | 26.82K | +4.42% | 3.62M | 84.07 | 0.46% |
| 42 | WMT | Walmart Inc. | 94.23 | -0.22% | 39.93K | +14.41% | 3.61M | 61.74 | 0.46% |
| 43 | AMAT | Applied Materia... | 176.39 | +3.40% | 22.04K | +9.54% | 3.58M | 164.86 | 0.45% |
| 44 | VICI | VICI Properties... | 32.13 | +0.05% | 122.07K | +6.32% | 3.57M | 31.42 | 0.45% |
| 45 | ABT | Abbott Laborato... | 133.99 | -1.2% | 31.31K | +8.63% | 3.54M | 109.49 | 0.45% |
| 46 | RMD | ResMed Inc. | 251.37 | +0.81% | 15.38K | +3.10% | 3.52M | 197.86 | 0.45% |
| 47 | ORLY | O'Reilly Automo... | 88.05 | -2.07% | 2.85K | +8.05% | 3.37M | 931.1 | 0.43% |
| 48 | VZ | Verizon Communi... | 42.42 | -1.37% | 81.82K | +7.67% | 3.27M | 40.3 | 0.41% |
| 49 | GEV | GE Vernova Inc. | 487.65 | +1.92% | 9.9K | -0.89% | 3.26M | 167.53 | 0.41% |
| 50 | AZO | AutoZone, Inc. | 3596.23 | -1.27% | 1K | +10.12% | 3.21M | 2727.91 | 0.41% |
| 51 | WMB | The Williams Co... | 59.09 | -1.16% | 58.87K | +16.29% | 3.19M | 39.59 | 0.40% |
| 52 | CORT | Corcept Therape... | 70.84 | +1.11% | 63.22K | +2.10% | 3.19M | 23.8 | 0.40% |
| 53 | LMAT | LeMaitre Vascul... | 81.86 | +0.91% | 34.48K | +5.62% | 3.18M | 69.32 | 0.40% |
| 54 | CRAI | CRA Internation... | 182.44 | +0.97% | 16.84K | +5.89% | 3.15M | 114.87 | 0.40% |
| 55 | FICO | Fair Isaac Corp... | 1811.38 | +1.50% | 1.57K | +5.79% | 3.13M | 815.49 | 0.40% |
| 56 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 18.6K | -0.03% | 3.1M | 89.38 | 0.39% |
| 57 | TSCO | Tractor Supply ... | 51.63 | +0.17% | 58.34K | +396.56% | 3.1M | 51.44 | 0.39% |
| 58 | CSGP | CoStar Group, I... | 81.89 | +0.89% | 43K | -0.73% | 3.08M | 76.54 | 0.39% |
| 59 | IDXX | IDEXX Laborator... | 528.44 | +1.10% | 7.44K | +2.33% | 3.07M | 435.4 | 0.39% |
| 60 | LULU | Lululemon Athle... | 241.24 | +0.89% | 7.96K | +5.29% | 3.04M | 325.59 | 0.39% |
| 61 | MTN | Vail Resorts, I... | 155.02 | +2.38% | 16.06K | -0.82% | 3.01M | 184.84 | 0.38% |
| 62 | ALSN | Allison Transmi... | 95.34 | -3.52% | 27.78K | +0.84% | 3M | 55.07 | 0.38% |
| 63 | VRTX | Vertex Pharmace... | 450.66 | -1.05% | 7.44K | +9.47% | 3M | 330.13 | 0.38% |
| 64 | JXN | Jackson Financi... | 83.57 | +2.60% | 34.22K | -0.09% | 2.98M | 31.89 | 0.38% |
| 65 | HCKT | The Hackett Gro... | 24.39 | +1.20% | 93.9K | +5.73% | 2.88M | 23.04 | 0.37% |
| 66 | TTD | The Trade Desk,... | 70.17 | +3.25% | 24.39K | +6.45% | 2.87M | 64.96 | 0.36% |
| 67 | LRCX | Lam Research Co... | 93.40 | +4.33% | 39.3K | +100.00% | 2.84M | 72.23 | 0.36% |
| 68 | EPAM | EPAM Systems, I... | 172.17 | +0.83% | 11.92K | -0.75% | 2.79M | 270.55 | 0.35% |
| 69 | BMI | Badger Meter, I... | 243.05 | +0.12% | 13.03K | -0.24% | 2.76M | 156.07 | 0.35% |
| 70 | BX | Blackstone Inc. | 137.85 | +1.06% | 15.96K | +4.58% | 2.75M | 92.34 | 0.35% |
| 71 | PEN | Penumbra, Inc. | 261.37 | +1.90% | 11.37K | -0.16% | 2.7M | 202.88 | 0.34% |
| 72 | FFIV | F5, Inc. | 290.21 | +1.26% | 10.47K | -0.89% | 2.63M | 148.18 | 0.33% |
| 73 | MCO | Moody's Corpora... | 475.97 | +0.87% | 5.56K | +16.20% | 2.63M | 374.71 | 0.33% |
| 74 | KR | The Kroger Co. | 66.03 | +0.72% | 42.65K | +16.19% | 2.61M | 53.56 | 0.33% |
| 75 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 43.95K | +16.26% | 2.6M | 51.55 | 0.33% |
| 76 | COST | Costco Wholesal... | 984.10 | -0.62% | 2.83K | +16.28% | 2.6M | 647.63 | 0.33% |
| 77 | KMI | Kinder Morgan, ... | 27.68 | +0.13% | 94.61K | +0.04% | 2.59M | 17.88 | 0.33% |
| 78 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 5.68K | +14.39% | 2.57M | 375.82 | 0.33% |
| 79 | LOW | Lowe's Companie... | 215.74 | -0.7% | 10.33K | +7.71% | 2.55M | 212.62 | 0.32% |
| 80 | TYL | Tyler Technolog... | 588.77 | +1.56% | 4.42K | -0.36% | 2.55M | 327.81 | 0.32% |
| 81 | VEEV | Veeva Systems I... | 283.66 | +0.39% | 12.09K | +0.97% | 2.54M | 168.83 | 0.32% |
| 82 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 6.99K | +14.46% | 2.53M | 363.82 | 0.32% |
| 83 | NVT | nVent Electric ... | 70.34 | +3.24% | 36.95K | -0.86% | 2.52M | 57.19 | 0.32% |
| 84 | OKE | ONEOK, Inc. | 82.04 | -2.05% | 24.63K | -0.1% | 2.47M | 65.65 | 0.31% |
| 85 | TMO | Thermo Fisher S... | 404.82 | +0.51% | 4.75K | +13.62% | 2.47M | 560.66 | 0.31% |
| 86 | GRMN | Garmin Ltd. | 203.66 | +1.16% | 11.9K | +0.08% | 2.46M | 96.1 | 0.31% |
| 87 | PAYX | Paychex, Inc. | 153.51 | +0.19% | 17.31K | +16.20% | 2.43M | 122.77 | 0.31% |
| 88 | QCOM | QUALCOMM Incorp... | 156.57 | +1.20% | 15.8K | +7.29% | 2.43M | 134.07 | 0.31% |
| 89 | FOXA | Fox Corporation | 55.23 | +2.87% | 49.58K | -0.17% | 2.41M | 31.01 | 0.31% |
| 90 | VCEL | Vericel Corpora... | 41.62 | -2.46% | 43.78K | +1.13% | 2.4M | 38.39 | 0.30% |
| 91 | GSAT | Globalstar, Inc... | 23.45 | +6.83% | 1.16M | -0.09% | 2.4M | 16.26 | 0.30% |
| 92 | AMD | Advanced Micro ... | 126.24 | +8.68% | 19.86K | +9.62% | 2.4M | 103.84 | 0.30% |
| 93 | MPWR | Monolithic Powe... | 705.45 | +4.82% | 4K | +4.88% | 2.37M | 416.8 | 0.30% |
| 94 | BCC | Boise Cascade C... | 85.63 | -0.12% | 19.88K | -0.11% | 2.36M | 91.72 | 0.30% |
| 95 | GDYN | Grid Dynamics H... | 11.51 | +0.22% | 105.87K | -0.09% | 2.35M | 9.31 | 0.30% |
| 96 | BR | Broadridge Fina... | 238.84 | +0.70% | 10.4K | +16.26% | 2.35M | 207.28 | 0.30% |
| 97 | KNSA | Kiniksa Pharmac... | 28.37 | +0.25% | 117.6K | -0.09% | 2.33M | 18 | 0.29% |
| 98 | LHX | L3Harris Techno... | 247.20 | -3.81% | 10.95K | +7.45% | 2.3M | 208.56 | 0.29% |
| 99 | TXN | Texas Instrumen... | 199.09 | +2.10% | 12.23K | +5.24% | 2.29M | 172.99 | 0.29% |
| 100 | HPE | Hewlett Packard... | 18.17 | +2.95% | 107.25K | +0.03% | 2.29M | 16.19 | 0.29% |
| 101 | PODD | Insulet Corpora... | 305.89 | +0.42% | 8.72K | -0.94% | 2.28M | 256.01 | 0.29% |
| 102 | CALM | Cal-Maine Foods... | 100.18 | +3.94% | 21.99K | -0.09% | 2.26M | 45.53 | 0.29% |
| 103 | CRWD | CrowdStrike Hol... | 479.14 | -0.31% | 6.61K | +7.57% | 2.26M | 180.11 | 0.29% |
| 104 | ADI | Analog Devices,... | 231.43 | +2.84% | 10.6K | +2.72% | 2.25M | 175.74 | 0.29% |
| 105 | ULTA | Ulta Beauty, In... | 471.81 | +2.75% | 5.15K | +0.12% | 2.24M | 451.13 | 0.28% |
| 106 | ABCB | Ameris Bancorp | 60.47 | -0.41% | 35.73K | -0.09% | 2.24M | 34.69 | 0.28% |
| 107 | TEAM | Atlassian Corpo... | 200.42 | +1.83% | 9.14K | +7.66% | 2.22M | 182.11 | 0.28% |
| 108 | SHW | The Sherwin-Wil... | 335.16 | -0.21% | 6.49K | -1.16% | 2.21M | 242.59 | 0.28% |
| 109 | BKU | BankUnited, Inc... | 33.98 | +0.70% | 57.71K | -0.09% | 2.2M | 21.76 | 0.28% |
| 110 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 12.34K | +0.28% | 2.19M | 160.79 | 0.28% |
| 111 | ANSS | ANSYS, Inc. | 338.94 | +0.28% | 6.49K | -0.41% | 2.19M | 257.01 | 0.28% |
| 112 | SYK | Stryker Corpora... | 376.80 | -0.13% | 6.05K | +16.18% | 2.18M | 308.13 | 0.28% |
| 113 | REGN | Regeneron Pharm... | 522.29 | -1.31% | 3.06K | +8.56% | 2.18M | 769.15 | 0.28% |
| 114 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 4.3K | +13.71% | 2.17M | 522.14 | 0.28% |
| 115 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 20.07K | +16.13% | 2.16M | 112.71 | 0.27% |
| 116 | SCI | Service Corpora... | 78.25 | -0.29% | 26.98K | +1.05% | 2.15M | 69.49 | 0.27% |
| 117 | MET | MetLife, Inc. | 78.30 | +1.23% | 26.21K | +0.05% | 2.15M | 70.16 | 0.27% |
| 118 | LOAR | Loar Holdings I... | 82.14 | -1.52% | 28.99K | -0.97% | 2.14M | 53.34 | 0.27% |
| 119 | NGVC | Natural Grocers... | 40.49 | -2.53% | 53.9K | +15.87% | 2.14M | 21.97 | 0.27% |
| 120 | NTAP | NetApp, Inc. | 104.08 | +3.58% | 18.27K | +0.03% | 2.12M | 62.96 | 0.27% |
| 121 | K | Kellanova | 80.30 | +0.53% | 26.17K | +0.05% | 2.12M | 65.61 | 0.27% |
| 122 | TPL | Texas Pacific L... | 1089.71 | -2.67% | 1.91K | +7.41% | 2.12M | 655.51 | 0.27% |
| 123 | WDAY | Workday, Inc. | 245.28 | +0.30% | 8.13K | +9.25% | 2.1M | 230.01 | 0.27% |
| 124 | CPRT | Copart, Inc. | 48.33 | -0.55% | 36.46K | +2.00% | 2.09M | 33.95 | 0.27% |
| 125 | GD | General Dynamic... | 278.85 | -1.47% | 7.93K | -0.46% | 2.09M | 245.88 | 0.26% |
| 126 | AMP | Ameriprise Fina... | 512.33 | +2.12% | 3.88K | +6.33% | 2.07M | 435.31 | 0.26% |
| 127 | CTSH | Cognizant Techn... | 80.07 | +1.42% | 26.8K | +16.24% | 2.06M | 67.98 | 0.26% |
| 128 | GLW | Corning Incorpo... | 50.72 | +2.25% | 43.3K | +0.04% | 2.06M | 32.5 | 0.26% |
| 129 | CMA | Comerica Incorp... | 55.38 | +0.71% | 33.02K | -0.39% | 2.04M | 42.44 | 0.26% |
| 130 | EME | EMCOR Group, In... | 485.27 | +1.54% | 4.39K | +5.93% | 1.99M | 347.45 | 0.25% |
| 131 | ACN | Accenture plc | 313.78 | +0.66% | 5.61K | +8.76% | 1.97M | 320.88 | 0.25% |
| 132 | LNTH | Lantheus Holdin... | 77.64 | -0.24% | 21.94K | -1.24% | 1.96M | 71.26 | 0.25% |
| 133 | SO | The Southern Co... | 88.83 | -1.68% | 23.73K | +0.05% | 1.95M | 71.14 | 0.25% |
| 134 | THG | The Hanover Ins... | 169.70 | +0.04% | 12.58K | +1.74% | 1.95M | 122.91 | 0.25% |
| 135 | NOC | Northrop Grumma... | 496.55 | -3.9% | 4.14K | -1.38% | 1.94M | 523.48 | 0.25% |
| 136 | COLB | Columbia Bankin... | 22.56 | -0.18% | 71.29K | -0.29% | 1.93M | 19.83 | 0.24% |
| 137 | TW | Tradeweb Market... | 138.09 | +0.61% | 14.61K | -0.19% | 1.91M | 80.58 | 0.24% |
| 138 | OMC | Omnicom Group I... | 70.55 | +1.53% | 21.96K | -0.31% | 1.89M | 81.75 | 0.24% |
| 139 | TRMB | Trimble Inc. | 72.83 | +2.46% | 26.46K | -0.15% | 1.87M | 52.01 | 0.24% |
| 140 | PLAB | Photronics, Inc... | 18.67 | +1.69% | 79.34K | -0.09% | 1.87M | 25.82 | 0.24% |
| 141 | FIVE | Five Below, Inc... | 126.28 | +3.66% | 17.75K | -3.73% | 1.86M | 146.94 | 0.24% |
| 142 | SEIC | SEI Investments... | 84.09 | +1.33% | 22.48K | -0.16% | 1.85M | 60.35 | 0.23% |
| 143 | AMGN | Amgen Inc. | 295.12 | -0.03% | 7.06K | -0.39% | 1.84M | 261 | 0.23% |
| 144 | LGND | Ligand Pharmace... | 114.78 | +2.03% | 17.01K | -0.12% | 1.82M | 72.34 | 0.23% |
| 145 | FORM | FormFactor, Inc... | 34.82 | +3.54% | 40.89K | -0.09% | 1.8M | 34.85 | 0.23% |
| 146 | OLED | Universal Displ... | 155.68 | +1.41% | 12.22K | -0.46% | 1.79M | 138.48 | 0.23% |
| 147 | APH | Amphenol Corpor... | 93.22 | +0.79% | 25.71K | -0.36% | 1.79M | 39.12 | 0.23% |
| 148 | MO | Altria Group, I... | 58.77 | -1.74% | 34.14K | +0.05% | 1.79M | 43.96 | 0.23% |
| 149 | HUBS | HubSpot, Inc. | 548.63 | -1.07% | 2.56K | +7.56% | 1.79M | 597.54 | 0.23% |
| 150 | SNOW | Snowflake Inc. | 209.04 | +0.41% | 11.56K | +7.40% | 1.78M | 142.52 | 0.23% |