Linden Thomas Advisory Services, LLC

CIK Number: 0001965702

908.15M
Market Value
458
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 30, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NVDA NVIDIA Corporat...
182.02
+0.24% 174.04K +7.40% 18.86M 66.41 2.44% Share
2 META Meta Platforms,...
781.96
+0.24% 21.43K +6.33% 12.35M 344.42 1.60% Share
3 AAPL Apple Inc.
232.81
-0.22% 54.18K +7.08% 12.04M 183.06 1.56% Share
4 MSFT Microsoft Corpo...
522.28
+0.33% 26.52K +8.13% 9.96M 376.27 1.29% Share
5 CORT Corcept Therape...
72.05
-1.03% 63.69K +0.74% 7.27M 24.46 0.94% Share
6 V Visa Inc.
345.40
+0.83% 19.3K +6.53% 6.76M 258.62 0.88% Share
7 MA Mastercard Inco...
583.65
+0.99% 12.02K +6.61% 6.59M 437.5 0.85% Share
8 LLY Eli Lilly and C...
684.46
+3.63% 7.77K +3.97% 6.42M 438.24 0.83% Share
9 AVGO Broadcom Inc.
311.19
+0.68% 37.36K +1.31% 6.26M 60.35 0.81% Share
10 NFLX Netflix, Inc.
1230.56
+2.17% 6.43K +1.39% 6M 359.13 0.78% Share
11 CRM Salesforce, Inc...
233.32
-1.57% 20.86K +4.06% 5.6M 180.03 0.72% Share
12 SPGI S&P Global Inc.
564.10
+0.27% 10.85K +5.20% 5.51M 396.03 0.71% Share
13 PLTR Palantir Techno...
181.00
-1.83% 64.9K +5.70% 5.48M 24.85 0.71% Share
14 APP AppLovin Corpor...
433.49
-2.89% 20.49K +5.66% 5.43M 111.41 0.70% Share
15 ISRG Intuitive Surgi...
477.00
-1.11% 10.66K +4.31% 5.28M 355.58 0.68% Share
16 FTNT Fortinet, Inc.
77.25
-2.62% 54.62K +3.90% 5.26M 59.97 0.68% Share
17 ANET Arista Networks...
136.47
-1.12% 67.19K +7.49% 5.21M 108.23 0.67% Share
18 GILD Gilead Sciences...
119.00
-0.95% 45.9K +3.07% 5.14M 80.96 0.67% Share
19 TMUS T-Mobile US, In...
250.25
-0.24% 19.02K +8.20% 5.07M 179.88 0.66% Share
20 KLAC KLA Corporation
954.98
+0.58% 7.36K +8.72% 5M 537.4 0.65% Share
21 HD The Home Depot,...
400.32
-1.68% 13.07K +4.56% 4.79M 338.21 0.62% Share
22 INTU Intuit Inc.
710.55
-0.16% 7.64K +3.72% 4.69M 462.03 0.61% Share
23 SOLV Solventum Corpo...
73.22
-1.55% 61.41K +2.18% 4.67M 51.97 0.60% Share
24 CHE Chemed Corporat...
443.86
-1.44% 7.5K -0.12% 4.62M 514.67 0.60% Share
25 ADBE Adobe Inc.
348.58
-0.71% 11.39K +6.74% 4.37M 450.97 0.57% Share
26 ABT Abbott Laborato...
129.32
-0.06% 32.82K +4.84% 4.35M 110.56 0.56% Share
27 NOW ServiceNow, Inc...
850.65
-1.42% 5.35K +5.71% 4.26M 711.34 0.55% Share
28 VICI VICI Properties...
32.60
-1.2% 129.88K +6.39% 4.24M 31.5 0.55% Share
29 MNST Monster Beverag...
64.18
+0.05% 72.32K +2.41% 4.23M 51.16 0.55% Share
30 PANW Palo Alto Netwo...
173.55
-1.87% 24.7K +4.76% 4.21M 90.82 0.55% Share
31 ORLY O'Reilly Automo...
101.50
-1.11% 2.94K +3.13% 4.2M 946.31 0.54% Share
32 AZO AutoZone, Inc.
3998.08
-0.95% 1.06K +5.99% 4.05M 2789.26 0.52% Share
33 LII Lennox Internat...
599.34
-2.02% 7.2K +2.49% 4.04M 289.84 0.52% Share
34 VZ Verizon Communi...
43.49
-0.49% 87.82K +7.32% 3.98M 40.65 0.52% Share
35 GWW W.W. Grainger, ...
974.58
-0.76% 4.01K +7.01% 3.96M 774.24 0.51% Share
36 CDNS Cadence Design ...
348.98
-0.04% 15.49K +5.59% 3.94M 231.91 0.51% Share
37 WMB The Williams Co...
57.34
-0.9% 64.34K +9.30% 3.85M 41.3 0.50% Share
38 AXP American Expres...
307.72
+0.28% 14.15K +8.14% 3.81M 220.98 0.49% Share
39 LMT Lockheed Martin...
437.38
-1.17% 8.52K +0.55% 3.81M 483.41 0.49% Share
40 WMT Walmart Inc.
100.84
-0.15% 42.91K +7.48% 3.77M 63.55 0.49% Share
41 VRTX Vertex Pharmace...
390.30
-1.42% 7.73K +3.92% 3.75M 335.97 0.49% Share
42 FDS FactSet Researc...
374.77
-0.38% 8.02K +1.60% 3.64M 403.92 0.47% Share
43 USLM United States L...
121.58
-0.99% 41.06K -0.27% 3.63M 42.26 0.47% Share
44 RMD ResMed Inc.
284.69
-1.25% 15.89K +3.35% 3.56M 198.7 0.46% Share
45 AMAT Applied Materia...
188.22
-0.95% 24.51K +11.21% 3.56M 162.87 0.46% Share
46 MATX Matson, Inc.
104.64
-4.8% 27.5K +2.53% 3.53M 85.15 0.46% Share
47 CSGP CoStar Group, I...
88.00
+0.50% 43.94K +2.20% 3.48M 76.6 0.45% Share
48 GOOGL Alphabet Inc.
202.88
+0.46% 22.22K +7.77% 3.44M 142.6 0.44% Share
49 TSCO Tractor Supply ...
59.69
-0.07% 59.55K +2.08% 3.28M 51.52 0.42% Share
50 BRK-B Berkshire Hatha...
479.02
+0.36% 6.11K +7.72% 3.26M 387.05 0.42% Share
51 IDXX IDEXX Laborator...
653.95
-1.5% 7.73K +3.97% 3.25M 434.81 0.42% Share
52 IT Gartner, Inc.
242.94
+0.12% 7.6K +1.00% 3.19M 338.12 0.41% Share
53 ALAB Astera Labs, In...
190.66
-1.54% 53.24K +2.06% 3.18M 57.58 0.41% Share
54 MTSI MACOM Technolog...
125.40
-0.47% 31.19K +2.31% 3.13M 110.13 0.41% Share
55 GEV GE Vernova Inc.
625.14
-1.45% 10.25K +3.54% 3.13M 172.24 0.41% Share
56 KR The Kroger Co.
69.23
-1.56% 46.06K +8.01% 3.12M 54.61 0.40% Share
57 PEN Penumbra, Inc.
253.24
-1.61% 11.65K +2.48% 3.11M 204.44 0.40% Share
58 FICO Fair Isaac Corp...
1318.23
-1.28% 1.67K +6.36% 3.08M 877.01 0.40% Share
59 CRAI CRA Internation...
185.14
-4.14% 17.41K +3.40% 3.02M 116.79 0.39% Share
60 LRCX Lam Research Co...
107.35
+0.57% 41.29K +5.06% 3M 72.25 0.39% Share
61 ZBRA Zebra Technolog...
327.71
-2.99% 10.59K +2.19% 2.99M 257.12 0.39% Share
62 LMAT LeMaitre Vascul...
95.76
+0.64% 35.59K +3.22% 2.99M 69.78 0.39% Share
63 CSCO Cisco Systems, ...
69.28
-1.58% 47.44K +7.94% 2.93M 52.3 0.38% Share
64 COST Costco Wholesal...
975.42
-0.35% 3.06K +8.01% 2.9M 669.73 0.37% Share
65 PAYX Paychex, Inc.
137.45
-0.84% 18.7K +8.02% 2.88M 125.11 0.37% Share
66 FFIV F5, Inc.
318.50
-2.24% 10.83K +3.38% 2.88M 152.04 0.37% Share
67 VEEV Veeva Systems I...
275.00
-1.5% 12.42K +2.71% 2.88M 170.49 0.37% Share
68 JXN Jackson Financi...
96.42
+0.01% 34.13K -0.26% 2.86M 31.89 0.37% Share
69 HCKT The Hackett Gro...
20.30
-4.43% 97.01K +3.32% 2.83M 23.24 0.37% Share
70 FOXA Fox Corporation
59.88
+1.29% 49.87K +0.59% 2.82M 31.16 0.37% Share
71 MCO Moody's Corpora...
521.46
+0.06% 6K +8.04% 2.8M 381.48 0.36% Share
72 ALSN Allison Transmi...
88.83
-2.06% 29.01K +4.45% 2.78M 56.79 0.36% Share
73 KMI Kinder Morgan, ...
26.84
-0.09% 95.39K +0.83% 2.72M 17.97 0.35% Share
74 BR Broadridge Fina...
259.14
-0.97% 11.22K +7.85% 2.72M 209.84 0.35% Share
75 COR Cencora, Inc.
294.88
+1.32% 9.73K +7.96% 2.71M 186.39 0.35% Share
76 TMO Thermo Fisher S...
485.13
+0.07% 5.4K +13.72% 2.69M 553.06 0.35% Share
77 TPL Texas Pacific L...
913.32
+3.51% 2.02K +5.54% 2.68M 690.65 0.35% Share
78 MTN Vail Resorts, I...
152.44
-1.55% 16.48K +2.62% 2.64M 184.21 0.34% Share
79 ORCL Oracle Corporat...
244.93
+0.31% 18.74K +0.76% 2.62M 89.77 0.34% Share
80 KNSA Kiniksa Pharmac...
33.25
-1.19% 117.28K -0.27% 2.6M 18 0.34% Share
81 ABBV AbbVie Inc.
204.72
+1.61% 12.39K +0.40% 2.6M 160.98 0.34% Share
82 GRMN Garmin Ltd.
235.07
-0.64% 11.95K +0.39% 2.59M 96.57 0.34% Share
83 XOM Exxon Mobil Cor...
107.38
-0.21% 21.79K +8.60% 2.59M 113.2 0.34% Share
84 TSLA Tesla, Inc.
335.58
-1.12% 9.97K +3.52% 2.58M 159.78 0.33% Share
85 TYL Tyler Technolog...
573.22
-1.22% 4.43K +0.23% 2.57M 328.38 0.33% Share
86 CNR Core Natural Re...
74.83
+0.09% 32.95K +100.00% 2.54M 77.1 0.33% Share
87 QCOM QUALCOMM Incorp...
158.09
+0.96% 16.46K +4.22% 2.53M 134.86 0.33% Share
88 LOW Lowe's Companie...
253.05
-1.24% 10.64K +2.97% 2.48M 213.22 0.32% Share
89 BMI Badger Meter, I...
191.11
-1.03% 13K -0.25% 2.47M 156.07 0.32% Share
90 CAT Caterpillar Inc...
417.50
+0.92% 7.49K +7.17% 2.47M 361.55 0.32% Share
91 OKE ONEOK, Inc.
74.80
-0.7% 24.74K +0.46% 2.45M 65.81 0.32% Share
92 CRWD CrowdStrike Hol...
424.70
-1.72% 6.96K +5.34% 2.45M 188.86 0.32% Share
93 SYK Stryker Corpora...
378.47
-0.13% 6.54K +8.01% 2.43M 312.89 0.32% Share
94 MPWR Monolithic Powe...
848.74
-1.52% 4.12K +3.10% 2.39M 421.71 0.31% Share
95 PODD Insulet Corpora...
315.78
+2.30% 9.05K +3.78% 2.38M 256.25 0.31% Share
96 LHX L3Harris Techno...
270.96
+0.27% 11.35K +3.69% 2.38M 208.59 0.31% Share
97 UNH UnitedHealth Gr...
271.50
-0.11% 4.53K +5.52% 2.37M 522.23 0.31% Share
98 NGVC Natural Grocers...
38.84
-1.84% 59.03K +9.50% 2.37M 23.55 0.31% Share
99 LULU Lululemon Athle...
195.10
-2.69% 8.38K +5.30% 2.37M 323.44 0.31% Share
100 SHW The Sherwin-Wil...
365.43
-0.92% 6.71K +3.47% 2.34M 246.16 0.30% Share
101 THG The Hanover Ins...
171.58
-0.22% 13.39K +6.44% 2.33M 126 0.30% Share
102 HALO Halozyme Therap...
65.51
+0.58% 35.88K +2.54% 2.29M 54.38 0.30% Share
103 BX Blackstone Inc.
174.53
-1.17% 16.34K +2.36% 2.28M 93.43 0.30% Share
104 SCI Service Corpora...
80.66
-1.69% 28.27K +4.81% 2.27M 69.98 0.29% Share
105 TXN Texas Instrumen...
193.71
+0.22% 12.58K +2.82% 2.26M 173.18 0.29% Share
106 AMGN Amgen Inc.
290.28
+0.33% 7.12K +0.74% 2.22M 261.37 0.29% Share
107 CTSH Cognizant Techn...
69.35
-1.52% 28.95K +8.05% 2.21M 68.61 0.29% Share
108 TW Tradeweb Market...
130.55
-0.1% 14.88K +1.87% 2.21M 81.82 0.29% Share
109 LNTH Lantheus Holdin...
54.46
+1.25% 22.57K +2.87% 2.2M 72 0.29% Share
110 SO The Southern Co...
94.18
-0.64% 23.82K +0.39% 2.19M 71.22 0.28% Share
111 GD General Dynamic...
315.89
-0.5% 7.99K +0.77% 2.18M 246.09 0.28% Share
112 ADI Analog Devices,...
236.13
-0.63% 10.79K +1.85% 2.18M 176.22 0.28% Share
113 AMD Advanced Micro ...
180.97
-1.87% 21.17K +6.63% 2.18M 103.77 0.28% Share
114 K Kellanova
80.08
-0.14% 26.27K +0.39% 2.17M 65.68 0.28% Share
115 NOC Northrop Grumma...
583.89
+0.31% 4.2K +1.60% 2.15M 523.3 0.28% Share
116 CPRT Copart, Inc.
46.84
-1.7% 37.36K +2.46% 2.11M 34.49 0.27% Share
117 MET MetLife, Inc.
77.90
+0.70% 26.32K +0.40% 2.11M 70.21 0.27% Share
118 NFG National Fuel G...
87.75
-0.34% 26.61K +12.70% 2.11M 58.74 0.27% Share
119 LOAR Loar Holdings I...
69.67
+2.11% 29.72K +2.51% 2.1M 53.76 0.27% Share
120 EPAM EPAM Systems, I...
159.37
-0.89% 12.41K +4.08% 2.1M 266.56 0.27% Share
121 ANSS ANSYS, Inc.
374.30
-4.69% 6.6K +1.66% 2.09M 257.99 0.27% Share
122 CBOE Cboe Global Mar...
243.58
-0.75% 9.22K +2.98% 2.09M 130.26 0.27% Share
123 MO Altria Group, I...
65.54
+0.06% 34.24K +0.29% 2.06M 44 0.27% Share
124 ABCB Ameris Bancorp
71.33
-0.42% 35.63K -0.26% 2.05M 34.69 0.27% Share
125 TEAM Atlassian Corpo...
164.39
+0.24% 9.66K +5.70% 2.05M 183.74 0.27% Share
126 REGN Regeneron Pharm...
565.97
+0.79% 3.19K +4.42% 2.02M 763.44 0.26% Share
127 GLD SPDR Gold Share...
307.25
-0.63% 6.99K +6.18% 2.01M 199.77 0.26% Share
128 HRL Hormel Foods Co...
28.31
-2.28% 64.99K +14.85% 2.01M 35.25 0.26% Share
129 WDAY Workday, Inc.
221.94
-0.5% 8.6K +5.84% 2.01M 230.2 0.26% Share
130 CALM Cal-Maine Foods...
107.92
-1.58% 21.94K -0.24% 1.99M 45.53 0.26% Share
131 GLW Corning Incorpo...
65.75
+0.02% 43.41K +0.26% 1.99M 32.53 0.26% Share
132 BKU BankUnited, Inc...
38.26
+0.62% 57.56K -0.27% 1.98M 21.76 0.26% Share
133 AMP Ameriprise Fina...
513.94
+0.92% 4.08K +5.00% 1.97M 437.63 0.26% Share
134 NVT nVent Electric ...
89.81
-0.89% 37.41K +1.25% 1.96M 57.13 0.25% Share
135 VCEL Vericel Corpora...
35.77
-5.69% 43.9K +0.27% 1.96M 38.4 0.25% Share
136 CMA Comerica Incorp...
69.16
+0.40% 33.11K +0.26% 1.96M 42.49 0.25% Share
137 DGX Quest Diagnosti...
178.44
-0.34% 11.51K +0.55% 1.95M 152.01 0.25% Share
138 ULTA Ulta Beauty, In...
526.18
-1.23% 5.31K +3.11% 1.95M 448.58 0.25% Share
139 BCC Boise Cascade C...
86.68
-1.67% 19.83K -0.26% 1.94M 91.72 0.25% Share
140 FAF First American ...
65.84
-0.37% 28.63K +5.68% 1.88M 55.93 0.24% Share
141 UBER Uber Technologi...
91.40
+0.63% 25.34K +2.57% 1.85M 28.83 0.24% Share
142 OMC Omnicom Group I...
75.42
-1.37% 22.13K +0.75% 1.83M 81.76 0.24% Share
143 TDG TransDigm Group...
1413.44
-0.87% 1.32K -0.15% 1.82M 632.75 0.24% Share
144 ACN Accenture plc
246.13
+0.18% 5.82K +3.74% 1.82M 320.56 0.24% Share
145 OKTA Okta, Inc.
88.61
-2.6% 17.21K +6.71% 1.81M 93.52 0.23% Share
146 CTAS Cintas Corporat...
221.28
-1.7% 8.78K +5.53% 1.8M 177.04 0.23% Share
147 BFC Bank First Corp...
123.68
-0.49% 17.8K -0.25% 1.79M 83.18 0.23% Share
148 SNOW Snowflake Inc.
194.85
-1.02% 12.21K +5.68% 1.79M 142.71 0.23% Share
149 LGND Ligand Pharmace...
153.57
-1.56% 16.96K -0.29% 1.78M 72.34 0.23% Share
150 COLB Columbia Bankin...
26.15
+0.08% 71.49K +0.28% 1.78M 19.84 0.23% Share