13F filer

Linden Thomas Advisory Services

As of Sep 30, 2026 Filed Oct 19, 2026 CIK 1965702 SEC filings ↗

13F Value

$1.26B

Positions

552

Top Position

NVDA3.2%

Top 5

9.7%

Latest filing changes

vs Jun 30, 2026

1 AMZN Amazon +279.6%+$3.2M

2 CNXN Pc Connection +85.4%+$1.8M

3 BBY Best Buy +75.6%+$1.2M

4 DGX Quest Diagnostics +36.4%+$1.1M

5 ANET Arista Networks +3.4%+$759K

Holdings552

#							Trend (4Q)
1	NVDA NVIDIA	3.2%	$39.9M	-0.3%	174.8K	2.8%		Common Stock
2	ANET Arista Networks Filing details 040413205 Sep 30, 2026 112,124 reported quantity $22,827,325 reported value	1.8%	$22.8M	+3.4%	112.1K	1.5%		Common Stock
3	AAPL Apple	1.7%	$21.3M	+0.6%	63.8K	1.5%		Common Stock
4	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 60,411 reported quantity $20,786,217 reported value	1.7%	$20.8M	+1.1%	60.4K	1.7%		Common Stock
5	AVGO Broadcom	1.4%	$17.9M	+0.7%	51.0K	1.5%		Common Stock
6	AMD Advanced Micro Devices	1.3%	$16.2M	+1.3%	26.5K	1.2%		Common Stock
7	PANW Palo Alto Networks	1.2%	$15.5M	+2.1%	39.1K	1.1%		Common Stock
8	MSFT Microsoft	1.1%	$14.3M	+0.2%	27.8K	0.8%		Common Stock
9	FFIV F5	0.8%	$10.5M	+1.2%	23.6K	0.8%		Common Stock
10	P Everpure	0.8%	$10.5M	+0.8%	80.0K	0.5%		Common Stock
11	META Meta Platforms	0.8%	$10.2M	-0.1%	14.0K	0.6%		Common Stock
12	ALAB Astera Labs	0.8%	$9.8M	+0.7%	27.7K	1.1%		Common Stock
13	FTNT Fortinet	0.8%	$9.6M	+1.4%	53.8K	0.7%		Common Stock
14	TMO Thermo Fisher Scientific	0.7%	$9.4M	+0.8%	13.9K	0.6%		Common Stock
15	CRWD CrowdStrike	0.7%	$9.4M	-0.3%	35.4K	0.5%		Common Stock
16	CSCO Cisco Systems	0.7%	$8.2M	+1.4%	76.2K	0.7%		Common Stock
17	GLW Corning	0.6%	$8.2M	+7.2%	53.0K	1.0%		Common Stock
18	LRCX Lam Research Filing details 512807306 Sep 30, 2026 24,391 reported quantity $8,012,687 reported value	0.6%	$8.0M	+9.1%	24.4K	0.8%		Common Stock
19	HEI Heico	0.6%	$8.0M	+0.6%	26.3K	0.8%		Common Stock
20	KLAC KLA	0.6%	$7.9M	-0.1%	40.7K	1.0%	—	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing17

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.