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 |
|---|---|---|---|---|---|
| 201 | AYIACUITY INC | 5,044 | $1.5B | 0.17% | |
| 202 | MEDPMEDPACE HLDGS INC | 4,763 | $1.5B | 0.16% | |
| 203 | AXSAXIS CAP HLDGS LTD | 14,337 | $1.5B | 0.16% | |
| 204 | PLABPHOTRONICS INC | 78,346 | $1.5B | 0.16% | |
| 205 | ALVAUTOLIV INC | 13,169 | $1.5B | 0.16% | |
| 206 | MSMMSC INDL DIRECT INC | 17,275 | $1.5B | 0.16% | |
| 207 | UNHUNITEDHEALTH GROUP INC | 4,702 | $1.5B | 0.16% | |
| 208 | ODFLOLD DOMINION FREIGHT LINE IN | 8,970 | $1.5B | 0.16% | |
| 209 | MLIMUELLER INDS INC | 18,276 | $1.5B | 0.16% | |
| 210 | CASYCASEYS GEN STORES INC | 2,842 | $1.5B | 0.16% | |
| 211 | DPZDOMINOS PIZZA INC | 3,200 | $1.4B | 0.16% | |
| 212 | PINSPINTEREST INC | 39,618 | $1.4B | 0.16% | |
| 213 | LKQ1LKQ CORP | 37,992 | $1.4B | 0.15% | |
| 214 | RLRALPH LAUREN CORP | 5,123 | $1.4B | 0.15% | |
| 215 | FMFFORMFACTOR INC | 40,366 | $1.4B | 0.15% | |
| 216 | IRINGERSOLL RAND INC | 16,525 | $1.4B | 0.15% | |
| 217 | OREALTY INCOME CORP | 23,848 | $1.4B | 0.15% | |
| 218 | ADSKAUTODESK INC | 4,407 | $1.4B | 0.15% | |
| 219 | SFNCSIMMONS 1ST NATL CORP | 71,737 | $1.4B | 0.15% | |
| 220 | PSTGPURE STORAGE INC | 23,459 | $1.4B | 0.15% | |
| 221 | ARCCARES CAPITAL CORP | 61,023 | $1.3B | 0.15% | |
| 222 | PKGPACKAGING CORP AMER | 7,102 | $1.3B | 0.15% | |
| 223 | RCLROYAL CARIBBEAN GROUP | 4,261 | $1.3B | 0.15% | |
| 224 | AFGAMERICAN FINL GROUP INC OHIO | 10,520 | $1.3B | 0.15% | |
| 225 | SAFTSAFETY INS GROUP INC | 16,623 | $1.3B | 0.15% | |
| 226 | USBUS BANCORP DEL | 28,925 | $1.3B | 0.14% | |
| 227 | SPSCSPS COMM INC | 9,553 | $1.3B | 0.14% | |
| 228 | CROXCROCS INC | 12,778 | $1.3B | 0.14% | |
| 229 | CRUSCIRRUS LOGIC INC | 12,354 | $1.3B | 0.14% | |
| 230 | BMYBRISTOL-MYERS SQUIBB CO | 27,798 | $1.3B | 0.14% | |
| 231 | CA8ACACI INTL INC | 2,693 | $1.3B | 0.14% | |
| 232 | MANHMANHATTAN ASSOCIATES INC | 6,493 | $1.3B | 0.14% | |
| 233 | LINLINDE PLC | 2,721 | $1.3B | 0.14% | |
| 234 | AMCRAMCOR PLC | 138,590 | $1.3B | 0.14% | |
| 235 | INFA1EURINFORMATICA INC | 51,230 | $1.2B | 0.14% | |
| 236 | COPCONOCOPHILLIPS | 13,820 | $1.2B | 0.14% | |
| 237 | DKSDICKS SPORTING GOODS INC | 6,252 | $1.2B | 0.14% | |
| 238 | KHCKRAFT HEINZ CO | 47,778 | $1.2B | 0.14% | |
| 239 | HWKNHAWKINS INC | 8,595 | $1.2B | 0.13% | |
| 240 | NSSCNAPCO SEC TECHNOLOGIES INC | 40,971 | $1.2B | 0.13% | |
| 241 | DYHTARGET CORP | 12,305 | $1.2B | 0.13% | |
| 242 | GDYNGRID DYNAMICS HLDGS INC | 104,541 | $1.2B | 0.13% | |
| 243 | TFCTRUIST FINL CORP | 27,890 | $1.2B | 0.13% | |
| 244 | CELHCELSIUS HLDGS INC | 25,576 | $1.2B | 0.13% | |
| 245 | BJBJS WHSL CLUB HLDGS INC | 10,995 | $1.2B | 0.13% | |
| 246 | IBMINTERNATIONAL BUSINESS MACHS | 4,020 | $1.2B | 0.13% | |
| 247 | PAGPENSKE AUTOMOTIVE GRP INC | 6,841 | $1.2B | 0.13% | |
| 248 | MUSAMURPHY USA INC | 2,870 | $1.2B | 0.13% | |
| 249 | NVEEUSDNV5 GLOBAL INC | 50,318 | $1.2B | 0.13% | |
| 250 | TNETTRINET GROUP INC | 15,826 | $1.2B | 0.13% | |
| 251 | 7HPHP INC | 47,212 | $1.2B | 0.13% | |
| 252 | ETDETHAN ALLEN INTERIORS INC | 41,353 | $1.2B | 0.13% | |
| 253 | LSTRLANDSTAR SYS INC | 8,251 | $1.1B | 0.13% | |
| 254 | STZCONSTELLATION BRANDS INC | 7,019 | $1.1B | 0.13% | |
| 255 | STRASTRATEGIC ED INC | 13,409 | $1.1B | 0.13% | |
| 256 | PARRPAR PAC HOLDINGS INC | 42,906 | $1.1B | 0.13% | |
| 257 | NXQUANEX BLDG PRODS CORP | 60,139 | $1.1B | 0.13% | |
| 258 | AMBAAMBARELLA INC | 17,168 | $1.1B | 0.12% | |
| 259 | AXPAMERICAN EXPRESS CO | 3,497 | $1.1B | 0.12% | |
| 260 | WSTWEST PHARMACEUTICAL SVSC INC | 5,072 | $1.1B | 0.12% | |
| 261 | QA4AGENTHERM INC | 39,121 | $1.1B | 0.12% | |
| 262 | AITAPPLIED INDL TECHNOLOGIES IN | 4,757 | $1.1B | 0.12% | |
| 263 | CGNXCOGNEX CORP | 34,709 | $1.1B | 0.12% | |
| 264 | LF2PACIFIC PREMIER BANCORP | 52,065 | $1.1B | 0.12% | |
| 265 | 0VVBPARAMOUNT GLOBAL | 84,854 | $1.1B | 0.12% | |
| 266 | HLTHILTON WORLDWIDE HLDGS INC | 4,102 | $1.1B | 0.12% | |
| 267 | BBYBEST BUY INC | 16,255 | $1.1B | 0.12% | |
| 268 | EYENATIONAL VISION HLDGS INC | 47,343 | $1.1B | 0.12% | |
| 269 | DOCUDOCUSIGN INC | 13,978 | $1.1B | 0.12% | |
| 270 | JNPJUNIPER NETWORKS INC | 27,091 | $1.1B | 0.12% | |
| 271 | OGSONE GAS INC | 14,925 | $1.1B | 0.12% | |
| 272 | PCARPACCAR INC | 11,209 | $1.1B | 0.12% | |
| 273 | ENQENTEGRIS INC | 13,128 | $1.1B | 0.12% | |
| 274 | ACHOWENS & MINOR INC NEW | 116,186 | $1.1B | 0.12% | |
| 275 | SNPSSYNOPSYS INC | 2,061 | $1.1B | 0.12% | |
| 276 | AGXARGAN INC | 4,785 | $1.1B | 0.12% | |
| 277 | SUXTD SYNNEX CORPORATION | 7,746 | $1.1B | 0.12% | |
| 278 | TGNATEGNA INC | 62,094 | $1.0B | 0.11% | |
| 279 | UHSUNIVERSAL HLTH SVCS INC | 5,720 | $1.0B | 0.11% | |
| 280 | WASHWASHINGTON TR BANCORP INC | 36,273 | $1.0B | 0.11% | |
| 281 | MTZMASTEC INC | 6,003 | $1.0B | 0.11% | |
| 282 | FIXCOMFORT SYS USA INC | 1,864 | $999.5M | 0.11% | |
| 283 | TRVTRAVELERS COMPANIES INC | 3,691 | $987.5M | 0.11% | |
| 284 | IOSPINNOSPEC INC | 11,736 | $986.9M | 0.11% | |
| 285 | CITHE CIGNA GROUP | 2,985 | $986.8M | 0.11% | |
| 286 | TECHBIO-TECHNE CORP | 19,162 | $985.9M | 0.11% | |
| 287 | AAMIACADIAN ASSET MANAGEMENT INC | 27,844 | $981.2M | 0.11% | |
| 288 | OHIOMEGA HEALTHCARE INVS INC | 26,315 | $964.4M | 0.11% | |
| 289 | FT2FIRST HORIZON CORPORATION | 45,225 | $958.8M | 0.11% | |
| 290 | SAICSCIENCE APPLICATIONS INTL CO | 8,501 | $957.3M | 0.11% | |
| 291 | NWSANEWS CORP NEW | 31,947 | $949.5M | 0.10% | |
| 292 | BIIBBIOGEN INC | 7,551 | $948.3M | 0.10% | |
| 293 | MRKMERCK & CO INC | 11,976 | $948.0M | 0.10% | |
| 294 | ICHRICHOR HOLDINGS | 48,210 | $946.8M | 0.10% | |
| 295 | PNWPINNACLE WEST CAP CORP | 10,501 | $939.5M | 0.10% | |
| 296 | PGRPROGRESSIVE CORP | 3,506 | $935.6M | 0.10% | |
| 297 | AVNTAVIENT CORPORATION | 28,834 | $931.6M | 0.10% | |
| 298 | SLVISHARES SILVER TR | 27,856 | $914.0M | 0.10% | |
| 299 | CACCCREDIT ACCEP CORP MICH | 1,785 | $909.3M | 0.10% | |
| 300 | REZIRESIDEO TECHNOLOGIES INC | 41,206 | $909.0M | 0.10% |