Linden Thomas Advisory Services, LLC holds a diversified book of 542 stocks worth $1.2B as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Sitime Corp and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 3% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1965702/holdings"
Use Arkolith to show Linden Thomas Advisory Services, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $35.1M | 175.4K | 2.8% | ▼~0% Reduced · −34 sh | |
| 2 | Alphabet Inc CAP STK CL A | $21.3M | 59.7K | 1.7% | ▲+0.6% Added · +365 sh | |
| 3 | Broadcom Inc COM | $19.1M | 50.7K | 1.5% | ▲+1.8% Added · +873 sh | |
| 4 | Arista Networks Inc COM SHS | $18.4M | 108.4K | 1.5% | ▲+2.5% Added · +3K sh | |
| 5 | Apple Inc COM | $18.4M | 63.4K | 1.5% | ▲+0.5% Added · +289 sh | |
| 6 | Advanced Micro Devices Inc COM | $15.2M | 26.1K | 1.2% | ▲+1.2% Added · +310 sh | |
| 7 | Astera Labs Inc COM | $13.3M | 27.5K | 1.1% | ▼−28% Reduced · −10K sh | |
| 8 | Palo Alto Networks Inc COM | $13.1M | 38.3K | 1.1% | ▲+1.9% Added · +719 sh | |
| 9 | Ichor Holdings SHS | $12.9M | 115.3K | 1.0% | ▲+12% Added · +13K sh | |
| 10 | Corning Inc COM | $12.6M | 49.5K | 1.0% | ▲+3.5% Added · +2K sh | |
| 11 | Kla Corp COM NEW | $12.3M | 40.8K | 1.0% | ▲10× Added · +37K sh | |
| 12 | Microsoft Corp COM | $10.4M | 27.7K | 0.8% | ▲~0% Added · +6 sh | |
| 13 | Lam Research Corp COM NEW | $9.7M | 22.4K | 0.8% | ▲+1.9% Added · +418 sh | |
| 14 | F5 Inc COM | $9.7M | 23.3K | 0.8% | ▲+0.6% Added · +141 sh | |
| 15 | Heico Corp New COM | $9.3M | 26.2K | 0.8% | ▼−2.4% Reduced · −645 sh | |
| 16 | Argan Inc COM | $9.2M | 11.5K | 0.7% | ▲+12% Added · +1K sh | |
| 17 | Applied Matls Inc COM | $8.9M | 12.4K | 0.7% | ▲+1.8% Added · +216 sh | |
| 18 | Comfort Sys USA Inc COM | $8.9M | 4.5K | 0.7% | ▲+12% Added · +474 sh | |
| 19 | Cisco Sys Inc COM | $8.8M | 75.1K | 0.7% | ▲+1.7% Added · +1K sh | |
| 20 | Fortinet Inc COM | $8.2M | 53.1K | 0.7% | ▼−9.4% Reduced · −6K sh | |
| 21 | Altria Group Inc COM | $8.1M | 112.3K | 0.7% | ▲+1.8% Added · +2K sh | |
| 22 | Meta Platforms Inc CL A | $7.9M | 14.0K | 0.6% | ▲+0.6% Added · +83 sh | |
| 23 | Eli Lilly & Co COM | $7.6M | 6.3K | 0.6% | ▲+3.4% Added · +206 sh | |
| 24 | Cadence Design System Inc COM | $7.5M | 19.9K | 0.6% | ▲+0.8% Added · +160 sh | |
| 25 | Ge Vernova Inc COM | $6.9M | 5.9K | 0.6% | ▲+2.1% Added · +124 sh | |
| 26 | Thermo Fisher Scientific Inc COM | $6.9M | 13.8K | 0.6% | ▲+0.9% Added · +128 sh | |
| 27 | Crowdstrike Hldgs Inc CL A | $6.8M | 8.9K | 0.5% | ▲+1.8% Added · +161 sh | |
| 28 | Resmed Inc COM | $6.6M | 33.7K | 0.5% | ▼−1.8% Reduced · −630 sh | |
| 29 | Matson Inc COM | $6.3M | 32.8K | 0.5% | ▼−15% Reduced · −6K sh | |
| 30 | Visa Inc COM CL A | $6.3M | 18.4K | 0.5% | ▲+1.2% Added · +215 sh | |
| 31 | Everpure Inc CL A | $6.3M | 79.3K | 0.5% | ▲+49% Added · +26K sh | |
| 32 | Tesla Inc COM | $6.2M | 14.6K | 0.5% | ▼~0% Reduced · −6 sh | |
| 33 | Arcbest Corp COM | $6.2M | 42.9K | 0.5% | ▲+3.3% Added · +1K sh | |
| 34 | Exxon Mobil Corp COM | $6.0M | 43.7K | 0.5% | ▲+3.6% Added · +2K sh | |
| 35 | Datadog Inc CL A COM | $5.9M | 22.6K | 0.5% | ▲+3.1% Added · +686 sh | |
| 36 | S&P Global Inc COM | $5.9M | 14.4K | 0.5% | ▲+1.4% Added · +201 sh | |
| 37 | Macom Tech Solutions Hldgs I COM | $5.9M | 15.4K | 0.5% | ▼−32% Reduced · −7K sh | |
| 38 | Walmart Inc COM | $5.8M | 51.0K | 0.5% | ▲+4.2% Added · +2K sh | |
| 39 | Verizon Communications Inc COM | $5.8M | 136.1K | 0.5% | ▲+1.9% Added · +2K sh | |
| 40 | Williams Cos Inc COM | $5.7M | 76.3K | 0.5% | ▲+1.3% Added · +980 sh | |
| 41 | Amphenol Corp CL A | $5.6M | 31.9K | 0.5% | ▼−23% Reduced · −9K sh | |
| 42 | Catalyst Pharmaceuticals Inc COM | $5.5M | 176.0K | 0.4% | ▲+7.6% Added · +12K sh | |
| 43 | Hewlett Packard Enterprise C COM | $5.5M | 121.7K | 0.4% | ▲+2.6% Added · +3K sh | |
| 44 | Nvent Elec PLC SHS | $5.4M | 32.0K | 0.4% | ▼−15% Reduced · −5K sh | |
| 45 | Lennox Intl Inc COM | $5.4M | 9.4K | 0.4% | ▲+7.8% Added · +677 sh | |
| 46 | NRG Energy Inc COM NEW | $5.4M | 36.7K | 0.4% | ▲+2.2% Added · +782 sh | |
| 47 | Vici Pptys Inc COM | $5.3M | 199.0K | 0.4% | ▲+2.2% Added · +4K sh | |
| 48 | Incyte Corp COM | $5.3M | 46.5K | 0.4% | ▲+1.4% Added · +627 sh | |
| 49 | Servicenow Inc COM | $5.1M | 51.0K | 0.4% | ▲+1.4% Added · +722 sh | |
| 50 | Costco Wholesale Corporation COM | $5.0M | 5.3K | 0.4% | ▲+0.4% Added · +21 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 542 | $1.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 530 | $1.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 485 | $986.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 483 | $988.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 478 | $908.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 460 | $772.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 469 | $789.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 465 | $731.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.