Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Linden Thomas Advisory Services, LLC (CIK 1965702) reported $1.04B across 529 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($30.6M, 2.95%), GOOGL ($17.1M, 1.64%), AAPL ($16.0M, 1.54%), AVGO ($15.4M, 1.49%), ANET ($13.0M, 1.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $30.6M | 2.95% | 175,438 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $17.1M | 1.64% | 59,363 | Added |
| 3 | AAPL | APPLE INC | $16.0M | 1.54% | 63,160 | Trimmed |
| 4 | AVGO | BROADCOM INC | $15.4M | 1.49% | 49,811 | Added |
| 5 | ANET | ARISTA NETWORKS INC | $13.0M | 1.25% | 105,775 | Added |
| 6 | MSFT | MICROSOFT CORP | $10.3M | 0.99% | 27,741 | Trimmed |
| 7 | META | META PLATFORMS INC | $8.0M | 0.77% | 13,930 | Trimmed |
| 8 | RMD | RESMED INC | $7.7M | 0.74% | 34,297 | Added |
| 9 | HEI | HEICO CORP NEW | $7.4M | 0.71% | 26,815 | Added |
| 10 | MO | ALTRIA GROUP INC | $7.3M | 0.70% | 110,384 | Added |
| 11 | XOM | EXXON MOBIL CORP | $7.2M | 0.69% | 42,222 | Added |
| 12 | NFLX | NETFLIX INC. | $6.9M | 0.67% | 72,058 | Added |
| 13 | VZ | VERIZON COMMUNICATIONS INC | $6.7M | 0.65% | 133,605 | Added |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | $6.7M | 0.65% | 13,675 | Added |
| 15 | FFIV | F5 INC | $6.7M | 0.65% | 23,145 | Trimmed |
| 16 | GLW | CORNING INC | $6.5M | 0.63% | 47,774 | Added |
| 17 | MATX | MATSON INC | $6.3M | 0.61% | 38,453 | Added |
| 18 | WMT | WALMART INC | $6.1M | 0.59% | 48,967 | Added |
| 19 | SPGI | S&P GLOBAL INC | $6.0M | 0.58% | 14,169 | Added |
| 20 | PANW | PALO ALTO NETWORKS INC | $6.0M | 0.58% | 37,621 | Added |
| 21 | KLAC | KLA CORP | $6.0M | 0.57% | 4,043 | Trimmed |
| 22 | KNSA | KINIKSA PHARMACEUTICALS INTL | $5.9M | 0.56% | 121,777 | Added |
| 23 | CSCO | CISCO SYS INC | $5.7M | 0.55% | 73,877 | Added |
| 24 | LLY | ELI LILLY & CO | $5.6M | 0.54% | 6,127 | Added |
| 25 | AGX | ARGAN INC | $5.6M | 0.54% | 10,222 | Added |
Source: SEC Form 13F filings · as of 2026-03-31