Linden Thomas Advisory Services, LLC Top Holdings and 13F Report (2025) About Linden Thomas Advisory Services, LLCInvestment ActivityLinden Thomas Advisory Services, LLC has $789.03 million in total holdings as of December 31, 2024.Linden Thomas Advisory Services, LLC owns shares of 469 different stocks, but just 232 companies or ETFs make up 80% of its holdings.Approximately 14.99% of the portfolio was purchased this quarter.About 1.88% of the portfolio was sold this quarter.This quarter, Linden Thomas Advisory Services, LLC has purchased 446 new stocks and bought additional shares in 249 stocks.Linden Thomas Advisory Services, LLC sold shares of 186 stocks and completely divested from 11 stocks this quarter.Largest Holdings NVIDIA $21,762,500Apple $12,671,252Meta Platforms $11,802,125Microsoft $10,338,552Broadcom $8,550,491 Largest New Holdings this Quarter ARISTA NETWORKS INC $6,909,341 HoldingLAM RESEARCH CORP $2,839,000 HoldingAmcor $1,221,983 HoldingVanguard Dividend Appreciation ETF $706,163 HoldingiShares Russell 2000 Value ETF $610,220 Holding Largest Purchases this Quarter Broadcom 33,180 shares (about $7.69M)ARISTA NETWORKS INC 62,511 shares (about $6.91M)NVIDIA 47,824 shares (about $6.42M)United States Lime & Minerals 32,881 shares (about $4.36M)Microsoft 7,703 shares (about $3.25M) Largest Sales this Quarter Five Below 825 shares (about $86.59K)Biogen 459 shares (about $70.19K)ASTERA LABS INC 509 shares (about $67.42K)Sarepta Therapeutics 462 shares (about $56.17K)Kraft Heinz 1,804 shares (about $55.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLinden Thomas Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$21,762,500$6,422,285 ▲41.9%162,0562.8%Computer and TechnologyAAPLApple$12,671,252$3,134,758 ▲32.9%50,6001.6%Computer and TechnologyMETAMeta Platforms$11,802,125$2,925,793 ▲33.0%20,1571.5%Computer and TechnologyMSFTMicrosoft$10,338,552$3,246,815 ▲45.8%24,5281.3%Computer and TechnologyAVGOBroadcom$8,550,491$7,692,451 ▲896.5%36,8811.1%Computer and TechnologyARISTA NETWORKS INC$6,909,341$6,909,341 ▲New Holding62,5110.9%COM SHSASTERA LABS INC$6,908,724$67,417 ▼-1.0%52,1610.9%COMCRMSalesforce$6,701,979$606,140 ▲9.9%20,0460.8%Computer and TechnologyAPPLOVIN CORP$6,280,359$665,147 ▲11.8%19,3940.8%COM CL AMAMastercard$5,935,497$1,455,439 ▲32.5%11,2720.8%Business ServicesLLYEli Lilly and Company$5,772,244$516,468 ▲9.8%7,4770.7%MedicalVVisa$5,726,013$1,258,155 ▲28.2%18,1180.7%Business ServicesNFLXNetflix$5,653,643$431,399 ▲8.3%6,3430.7%Consumer DiscretionaryUSLMUnited States Lime & Minerals$5,464,906$4,364,624 ▲396.7%41,1700.7%ConstructionNOWServiceNow$5,368,448$1,097,224 ▲25.7%5,0640.7%Computer and TechnologyISRGIntuitive Surgical$5,332,865$560,063 ▲11.7%10,2170.7%MedicalSPGIS&P Global$5,136,681$860,596 ▲20.1%10,3140.7%Business ServicesFTNTFortinet$4,966,719$357,607 ▲7.8%52,5690.6%Computer and TechnologyHDHome Depot$4,863,542$814,934 ▲20.1%12,5030.6%Retail/WholesaleADBEAdobe$4,745,625$759,513 ▲19.1%10,6720.6%Computer and TechnologyPALANTIR TECHNOLOGIES INC$4,643,455$504,528 ▲12.2%61,3970.6%CL AINTUIntuit$4,627,017$511,599 ▲12.4%7,3620.6%Computer and TechnologyCDNSCadence Design Systems$4,408,650$609,032 ▲16.0%14,6730.6%Computer and TechnologyPANWPalo Alto Networks$4,289,525$2,329,452 ▲118.8%23,5740.5%Computer and TechnologyLIILennox International$4,279,723$253,469 ▲6.3%7,0240.5%ConstructionKLACKLA$4,262,762$1,057,972 ▲33.0%6,7650.5%Computer and TechnologyLMTLockheed Martin$4,116,884$28,185 ▼-0.7%8,4720.5%AerospaceGILDGilead Sciences$4,113,328$228,800 ▲5.9%44,5310.5%MedicalZBRAZebra Technologies$4,002,012$48,664 ▼-1.2%10,3620.5%Industrial ProductsCHEChemed$3,980,917$43,444 ▼-1.1%7,5140.5%MedicalSOLVENTUM CORP$3,969,942$36,531 ▼-0.9%60,0960.5%COM SHSMTSIMACOM Technology Solutions$3,959,917$36,245 ▼-0.9%30,4820.5%Computer and TechnologyGWWW.W. Grainger$3,952,688$779,997 ▲24.6%3,7500.5%Industrial ProductsGOOGLAlphabet$3,903,177$780,105 ▲25.0%20,6190.5%Computer and TechnologyTSLATesla$3,890,191$33,115 ▼-0.8%9,6330.5%Auto/Tires/TrucksAXPAmerican Express$3,882,310$1,178,256 ▲43.6%13,0810.5%FinanceTMUST-Mobile US$3,880,213$1,189,735 ▲44.2%17,5790.5%Computer and TechnologyFDSFactSet Research Systems$3,789,889$43,705 ▼-1.1%7,8910.5%Business ServicesMNSTMonster Beverage$3,711,524$47,251 ▲1.3%70,6150.5%Consumer StaplesITGartner$3,647,090$39,242 ▼-1.1%7,5280.5%Business ServicesMATXMatson$3,616,948$241,633 ▲7.2%26,8240.5%TransportationWMTWalmart$3,607,404$881,093 ▲32.3%39,9270.5%Retail/WholesaleAMATApplied Materials$3,584,853$720,451 ▲25.2%22,0430.5%Computer and TechnologyVICIVICI Properties$3,565,752$464,819 ▲15.0%122,0730.5%FinanceABTAbbott Laboratories$3,541,248$541,344 ▲18.0%31,3080.4%MedicalRMDResMed$3,516,566$150,249 ▲4.5%15,3770.4%MedicalORLYO'Reilly Automotive$3,374,787$481,435 ▲16.6%2,8460.4%Retail/WholesaleVZVerizon Communications$3,272,102$493,157 ▲17.7%81,8230.4%Computer and TechnologyGE VERNOVA INC$3,257,065$28,946 ▼-0.9%9,9020.4%COMAZOAutoZone$3,205,202$589,168 ▲22.5%1,0010.4%Retail/WholesaleWMBWilliams Companies$3,186,044$842,702 ▲36.0%58,8700.4%Oils/EnergyCORTCorcept Therapeutics$3,185,857$118,467 ▲3.9%63,2240.4%MedicalLMATLeMaitre Vascular$3,177,171$269,233 ▲9.3%34,4820.4%MedicalCRAICRA International$3,152,448$282,110 ▲9.8%16,8400.4%Business ServicesFICOFair Isaac$3,129,742$364,340 ▲13.2%1,5720.4%Computer and TechnologyORCLOracle$3,099,171$8,165 ▼-0.3%18,5980.4%Computer and TechnologyTSCOTractor Supply$3,095,308$2,469,518 ▲394.6%58,3360.4%Retail/WholesaleCSGPCoStar Group$3,078,227$31,929 ▼-1.0%42,9980.4%Computer and TechnologyIDXXIDEXX Laboratories$3,074,340$135,195 ▲4.6%7,4360.4%MedicalLULULululemon Athletica$3,042,072$309,370 ▲11.3%7,9550.4%Consumer DiscretionaryMTNVail Resorts$3,009,885$44,801 ▼-1.5%16,0570.4%Consumer DiscretionaryALSNAllison Transmission$3,001,583$105,791 ▲3.7%27,7770.4%Auto/Tires/TrucksVRTXVertex Pharmaceuticals$2,996,491$506,194 ▲20.3%7,4410.4%MedicalJXNJackson Financial$2,979,791$17,068 ▼-0.6%34,2190.4%FinanceHCKTThe Hackett Group$2,884,485$251,075 ▲9.5%93,8960.4%Business ServicesTTDTrade Desk$2,867,027$288,301 ▲11.2%24,3940.4%Computer and TechnologyLAM RESEARCH CORP$2,839,000$2,839,000 ▲New Holding39,3050.4%COM NEWEPAMEPAM Systems$2,787,602$29,227 ▼-1.0%11,9220.4%Computer and TechnologyBMIBadger Meter$2,764,560$23,121 ▼-0.8%13,0330.4%Computer and TechnologyAZPNAspen Technology$2,761,906$19,222 ▲0.7%11,0640.4%Computer and TechnologyBXBlackstone$2,752,685$232,595 ▲9.2%15,9650.3%FinancePENPenumbra$2,698,960$25,885 ▼-0.9%11,3650.3%MedicalFFIVF5$2,634,148$22,129 ▼-0.8%10,4750.3%Computer and TechnologyMCOMoody's$2,630,990$693,487 ▲35.8%5,5580.3%FinanceKRKroger$2,607,925$687,326 ▲35.8%42,6480.3%Retail/WholesaleCSCOCisco Systems$2,601,781$685,950 ▲35.8%43,9490.3%Computer and TechnologyCOSTCostco Wholesale$2,597,625$640,473 ▲32.7%2,8350.3%Retail/WholesaleKMIKinder Morgan$2,592,424$5,316 ▼-0.2%94,6140.3%Oils/EnergyBRK.BBerkshire Hathaway$2,572,817$628,699 ▲32.3%5,6760.3%FinanceLOWLowe's Companies$2,549,444$330,959 ▲14.9%10,3300.3%Retail/WholesaleTYLTyler Technologies$2,548,172$29,409 ▼-1.1%4,4190.3%Computer and TechnologyVEEVVeeva Systems$2,541,502$33,430 ▲1.3%12,0880.3%MedicalCATCaterpillar$2,534,967$618,869 ▲32.3%6,9880.3%Industrial ProductsNVTnVent Electric$2,518,614$37,760 ▼-1.5%36,9520.3%Computer and TechnologyOKEONEOK$2,472,551$7,932 ▼-0.3%24,6270.3%Oils/EnergyTMOThermo Fisher Scientific$2,469,012$660,692 ▲36.5%4,7460.3%MedicalGRMNGarmin$2,455,525$3,919 ▼-0.2%11,9050.3%Computer and TechnologyPAYXPaychex$2,427,348$639,263 ▲35.8%17,3110.3%Business ServicesQCOMQUALCOMM$2,427,042$333,202 ▲15.9%15,7990.3%Computer and TechnologyARCADIUM LITHIUM PLC$2,425,772$23,111 ▼-0.9%472,8600.3%COM SHSFOXAFOX$2,408,402$12,728 ▲0.5%49,5760.3%Consumer DiscretionaryVCELVericel$2,404,015$43,928 ▲1.9%43,7810.3%MedicalGLOBALSTAR INC$2,399,211$14,264 ▼-0.6%1,159,0390.3%COMAMDAdvanced Micro Devices$2,398,285$394,258 ▲19.7%19,8550.3%Computer and TechnologyMPWRMonolithic Power Systems$2,365,025$176,918 ▲8.1%3,9970.3%Computer and TechnologyBCCBoise Cascade$2,362,818$13,788 ▼-0.6%19,8790.3%ConstructionGDYNGrid Dynamics$2,354,504$14,011 ▼-0.6%105,8680.3%Computer and TechnologyBRBroadridge Financial Solutions$2,352,014$622,426 ▲36.0%10,4030.3%Business ServicesKINIKSA PHARMACEUTICALS INTL$2,326,207$13,806 ▼-0.6%117,6040.3%ORD SHS CL ALHXL3Harris Technologies$2,302,145$290,607 ▲14.4%10,9480.3%AerospaceShowing largest 100 holdings. 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