StockDriftsStockDriftsTop 50 Linden Thomas Advisory Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 2.83% | 175.4K | $35.1M | -0.02%(-34) | $69.79(+223.94%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.72% | 59.7K | $21.3M | +0.61%(+365) | $217.89(+58.20%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.54% | 50.7K | $19.1M | +1.75%(+873) | $124.85(+215.37%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC | 1.49% | 108.4K | $18.4M | +2.48%(+2.62K) | $81.10(+147.96%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.48% | 63.4K | $18.4M | +0.46%(+289) | $190.07(+60.67%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 1.23% | 26.1K | $15.2M | +1.20%(+310) | $120.80(+324.06%) | 2026-06-30 | |
| ALAB | ASTERA LABS INC | 1.07% | 27.5K | $13.3M | -27.56%(-10.46K) | $68.26(+343.26%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 1.05% | 38.3K | $13.1M | +1.91%(+719) | $127.25(+197.22%) | 2026-06-30 | |
| ICHR | ICHOR HOLDINGS | 1.04% | 115.3K | $12.9M | +12.27%(+12.60K) | $34.29(+107.20%) | 2026-06-30 | |
| GLW | CORNING INC | 1.02% | 49.5K | $12.6M | +3.54%(+1.69K) | $40.76(+316.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.39% | +78.86% | — | — | +120.45% |
| Top 20 Holdings Unweighted | +18.75% | +67.47% | — | — | +105.85% |
Linden Thomas Advisory Services, LLC reports $1.24B in US-listed equity holdings across 542 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (2.8%), GOOGL (1.7%) and AVGO (1.5%). The top 20 holdings account for 22.16% of reported assets. Its disclosed equity book has returned +78.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Linden Thomas Advisory Services, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965702). View Linden Thomas Advisory Services, LLC’s 13F filings on SEC