Linden Thomas Advisory Services, LLC Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$908.1B
Holdings
478
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (478 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ALSNALLISON TRANSMISSION HLDGS I | 27,193 | $2.6B | 0.28% | |
| 102 | BXBLACKSTONE INC | 17,108 | $2.6B | 0.28% | |
| 103 | ULTAULTA BEAUTY INC | 5,421 | $2.5B | 0.28% | |
| 104 | LOARLOAR HOLDINGS INC | 29,187 | $2.5B | 0.28% | |
| 105 | HCKTHACKETT GROUP INC | 98,243 | $2.5B | 0.27% | |
| 106 | SCISERVICE CORP INTL | 30,491 | $2.5B | 0.27% | |
| 107 | FIVEFIVE BELOW INC | 18,737 | $2.5B | 0.27% | |
| 108 | DC4DEXCOM INC | 28,038 | $2.4B | 0.27% | |
| 109 | GDGENERAL DYNAMICS CORP | 8,324 | $2.4B | 0.27% | |
| 110 | EMEEMCOR GROUP INC | 4,534 | $2.4B | 0.27% | |
| 111 | LULULULULEMON ATHLETICA INC | 10,117 | $2.4B | 0.26% | |
| 112 | ABBVABBVIE INC | 12,948 | $2.4B | 0.26% | |
| 113 | GLWCORNING INC | 45,267 | $2.4B | 0.26% | |
| 114 | UBERUBER TECHNOLOGIES INC | 24,781 | $2.3B | 0.25% | |
| 115 | AKXANSYS INC | 6,561 | $2.3B | 0.25% | |
| 116 | GHCGRAHAM HLDGS CO | 2,428 | $2.3B | 0.25% | |
| 117 | HPEHEWLETT PACKARD ENTERPRISE C | 112,112 | $2.3B | 0.25% | |
| 118 | SOSOUTHERN CO | 24,862 | $2.3B | 0.25% | |
| 119 | ABCBAMERIS BANCORP | 35,281 | $2.3B | 0.25% | |
| 120 | SHWSHERWIN WILLIAMS CO | 6,634 | $2.3B | 0.25% | |
| 121 | CNRCORE NATURAL RESOURCES INC | 32,446 | $2.3B | 0.25% | |
| 122 | GQ9SPDR GOLD TR | 7,370 | $2.2B | 0.25% | |
| 123 | REGNREGENERON PHARMACEUTICALS | 4,235 | $2.2B | 0.24% | |
| 124 | METMETLIFE INC | 27,469 | $2.2B | 0.24% | |
| 125 | THGHANOVER INS GROUP INC | 12,897 | $2.2B | 0.24% | |
| 126 | TPLTEXAS PACIFIC LAND CORPORATI | 2,070 | $2.2B | 0.24% | |
| 127 | A4SAMERIPRISE FINL INC | 4,096 | $2.2B | 0.24% | |
| 128 | EPAMEPAM SYS INC | 12,353 | $2.2B | 0.24% | |
| 129 | KELKELLANOVA | 27,436 | $2.2B | 0.24% | |
| 130 | TWTRADEWEB MKTS INC | 14,788 | $2.2B | 0.24% | |
| 131 | CALMCAL MAINE FOODS INC | 21,719 | $2.2B | 0.24% | |
| 132 | CBOECBOE GLOBAL MKTS INC | 9,148 | $2.1B | 0.23% | |
| 133 | WDAYWORKDAY INC | 8,855 | $2.1B | 0.23% | |
| 134 | OKEONEOK INC NEW | 25,813 | $2.1B | 0.23% | |
| 135 | DGXQUEST DIAGNOSTICS INC | 11,602 | $2.1B | 0.23% | |
| 136 | BFCBANK FIRST CORP | 17,628 | $2.1B | 0.23% | |
| 137 | AMGNAMGEN INC | 7,415 | $2.1B | 0.23% | |
| 138 | DORMDORMAN PRODS INC | 16,860 | $2.1B | 0.23% | |
| 139 | NOCNORTHROP GRUMMAN CORP | 4,120 | $2.1B | 0.23% | |
| 140 | MYRGMYR GROUP INC DEL | 11,332 | $2.1B | 0.23% | |
| 141 | NTAPNETAPP INC | 19,135 | $2.0B | 0.22% | |
| 142 | SEICSEI INVTS CO | 22,680 | $2.0B | 0.22% | |
| 143 | ARCBARCBEST CORP | 26,459 | $2.0B | 0.22% | |
| 144 | TKRTIMKEN CO | 28,029 | $2.0B | 0.22% | |
| 145 | BKUBANKUNITED INC | 56,993 | $2.0B | 0.22% | |
| 146 | TRMBTRIMBLE INC | 26,669 | $2.0B | 0.22% | |
| 147 | TEAMATLASSIAN CORPORATION | 9,923 | $2.0B | 0.22% | |
| 148 | CMACOMERICA INC | 33,770 | $2.0B | 0.22% | |
| 149 | CITCINTAS CORP | 9,001 | $2.0B | 0.22% | |
| 150 | T7DTRANSDIGM GROUP INC | 1,293 | $2.0B | 0.22% | |
| 151 | LHXL3HARRIS TECHNOLOGIES INC | 7,809 | $2.0B | 0.22% | |
| 152 | LGNDLIGAND PHARMACEUTICALS INC | 16,792 | $1.9B | 0.21% | |
| 153 | OLEDUNIVERSAL DISPLAY CORP | 12,216 | $1.9B | 0.21% | |
| 154 | TTDTHE TRADE DESK INC | 26,179 | $1.9B | 0.21% | |
| 155 | CPRTCOPART INC | 37,945 | $1.9B | 0.21% | |
| 156 | VCELVERICEL CORP | 43,659 | $1.9B | 0.20% | |
| 157 | VRSNVERISIGN INC | 6,414 | $1.9B | 0.20% | |
| 158 | VVVVALVOLINE INC | 48,781 | $1.8B | 0.20% | |
| 159 | EHCENCOMPASS HEALTH CORP | 15,045 | $1.8B | 0.20% | |
| 160 | SLABSILICON LABORATORIES INC | 12,506 | $1.8B | 0.20% | |
| 161 | HALOHALOZYME THERAPEUTICS INC | 35,235 | $1.8B | 0.20% | |
| 162 | ACNACCENTURE PLC IRELAND | 6,070 | $1.8B | 0.20% | |
| 163 | LNTHLANTHEUS HLDGS INC | 22,162 | $1.8B | 0.20% | |
| 164 | GSATGLOBALSTAR INC | 76,132 | $1.8B | 0.20% | |
| 165 | HBANHUNTINGTON BANCSHARES INC | 106,677 | $1.8B | 0.20% | |
| 166 | WMKWEIS MKTS INC | 24,630 | $1.8B | 0.20% | |
| 167 | GWWGRAINGER W W INC | 1,707 | $1.8B | 0.20% | |
| 168 | OKTAOKTA INC | 17,677 | $1.8B | 0.19% | |
| 169 | GPCGENUINE PARTS CO | 14,554 | $1.8B | 0.19% | |
| 170 | VRSKVERISK ANALYTICS INC | 5,662 | $1.8B | 0.19% | |
| 171 | ROLROLLINS INC | 31,161 | $1.8B | 0.19% | |
| 172 | MMM3M CO | 11,548 | $1.8B | 0.19% | |
| 173 | RFREGIONS FINANCIAL CORP NEW | 74,677 | $1.8B | 0.19% | |
| 174 | MTDMETTLER TOLEDO INTERNATIONAL | 1,487 | $1.7B | 0.19% | |
| 175 | DDOGDATADOG INC | 12,902 | $1.7B | 0.19% | |
| 176 | MSIMOTOROLA SOLUTIONS INC | 4,116 | $1.7B | 0.19% | |
| 177 | SRCE1ST SOURCE CORP | 27,748 | $1.7B | 0.19% | |
| 178 | JKHYHENRY JACK & ASSOC INC | 9,547 | $1.7B | 0.19% | |
| 179 | JLLJONES LANG LASALLE INC | 6,715 | $1.7B | 0.19% | |
| 180 | COLBCOLUMBIA BKG SYS INC | 73,270 | $1.7B | 0.19% | |
| 181 | BCCBOISE CASCADE CO DEL | 19,636 | $1.7B | 0.19% | |
| 182 | RMBS*RAMBUS INC DEL | 26,558 | $1.7B | 0.19% | |
| 183 | MSAMSA SAFETY INC | 9,971 | $1.7B | 0.18% | |
| 184 | BYDBOYD GAMING CORP | 21,269 | $1.7B | 0.18% | |
| 185 | HRBBLOCK H & R INC | 30,192 | $1.7B | 0.18% | |
| 186 | OMCOMNICOM GROUP INC | 22,992 | $1.7B | 0.18% | |
| 187 | FISFIDELITY NATL INFORMATION SV | 20,309 | $1.7B | 0.18% | |
| 188 | FIZZNATIONAL BEVERAGE CORP | 37,997 | $1.6B | 0.18% | |
| 189 | CWCURTISS WRIGHT CORP | 3,354 | $1.6B | 0.18% | |
| 190 | FEFIRSTENERGY CORP | 40,500 | $1.6B | 0.18% | |
| 191 | TJXTJX COS INC NEW | 13,176 | $1.6B | 0.18% | |
| 192 | MORNMORNINGSTAR INC | 5,156 | $1.6B | 0.18% | |
| 193 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 35,911 | $1.6B | 0.17% | |
| 194 | FCFSFIRSTCASH HOLDINGS INC | 11,736 | $1.6B | 0.17% | |
| 195 | NFGNATIONAL FUEL GAS CO | 18,667 | $1.6B | 0.17% | |
| 196 | HLIHOULIHAN LOKEY INC | 8,771 | $1.6B | 0.17% | |
| 197 | DTMDT MIDSTREAM INC | 14,276 | $1.6B | 0.17% | |
| 198 | CXTCRANE NXT CO | 28,844 | $1.6B | 0.17% | |
| 199 | EOGEOG RES INC | 12,900 | $1.5B | 0.17% | |
| 200 | HUBSHUBSPOT INC | 2,771 | $1.5B | 0.17% |