Linden Thomas Advisory Services, LLC Incresed Positions in Q2 2025

Linden Thomas Advisory Services, LLC

  • $908 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
7.6K
+ 4.37%
$94.31 - $157.99 $717K - $1.2M
182K $28.7B
HEI
Heico Corp

Industrials
18.9K
+ 287.52%
$236.44 - $328.0 $4.48M - $6.21M
25.5K $8.37B
RMD
Resmed Inc

Healthcare
16.6K
+ 104.65%
$204.54 - $258.0 $3.4M - $4.29M
32.5K $8.39B
FFIV
F5, Inc.

Technology
14.8K
+ 137.09%
$239.25 - $295.9 $3.55M - $4.39M
25.7K $7.56B
AVGO
Broadcom Inc.

Technology
839
+ 2.25%
$146.29 - $275.65 $123K - $231K
38.2K $10.5B
META
Meta Platforms, Inc.

Communication Services
808
+ 3.77%
$484.66 - $738.09 $392K - $596K
22.2K $16.4B
MO
Altria Group, Inc.

Consumer Defensive
69.1K
+ 201.77%
$55.56 - $60.91 $3.84M - $4.21M
103K $6.06B
MSFT
Microsoft Corp

Technology
1.38K
+ 5.2%
$354.56 - $497.45 $489K - $686K
27.9K $13.9B
AAPL
Apple Inc.

Technology
22.3K
+ 41.11%
$172.42 - $223.89 $3.84M - $4.99M
76.5K $15.7B
PLTR
Palantir Technologies Inc.

Technology
1.73K
+ 2.67%
$74.01 - $144.25 $128K - $250K
66.6K $9.08B
TMO
Thermo Fisher Scientific Inc.

Healthcare
7.24K
+ 134.17%
$390.26 - $489.06 $2.83M - $3.54M
12.6K $5.12B
HRL
Hormel Foods Corp

Consumer Defensive
73.5K
+ 113.15%
$29.11 - $31.44 $2.14M - $2.31M
139K $4.19B
GOOGL
Alphabet Inc.

Communication Services
9.2K
+ 41.4%
$144.7 - $178.6 $1.33M - $1.64M
31.4K $5.54B
GHC
Graham Holdings CO

Consumer Defensive
2.12K
+ 675.72%
$876.56 - $1003.53 $1.85M - $2.12M
2.43K $2.3B
PANW
Palo Alto Networks Inc

Technology
5.55K
+ 22.47%
$152.44 - $204.64 $846K - $1.14M
30.2K $6.19B
APH
Amphenol Corp

Technology
10.9K
+ 41.47%
$59.09 - $98.75 $641K - $1.07M
37K $3.66B
APP
App Lovin Corp

Technology
551
+ 2.69%
$219.37 - $417.89 $121K - $230K
21K $7.37B
CSCO
Cisco Systems, Inc.

Technology
22.6K
+ 47.59%
$53.19 - $69.38 $1.2M - $1.57M
70K $4.86B
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
92.2K
+ 261.67%
$21.4 - $26.31 $1.97M - $2.43M
127K $2.77B
CTSH
Cognizant Technology Solutions Corp

Technology
22.5K
+ 77.71%
$66.47 - $81.81 $1.5M - $1.84M
51.5K $4.01B
SYK
Stryker Corp

Healthcare
4.11K
+ 62.82%
$337.37 - $395.63 $1.39M - $1.62M
10.6K $4.21B
ABT
Abbott Laboratories

Healthcare
12.1K
+ 36.71%
$123.95 - $138.08 $1.49M - $1.66M
44.9K $6.1B
VICI
Vici Properties Inc.

Real Estate
52.8K
+ 40.69%
$29.41 - $32.97 $1.55M - $1.74M
183K $5.96B
ABC
Amerisourcebergen Corp

Healthcare
4.88K
+ 50.12%
N/A
14.6K $4.38B
ORCL
Oracle Corp

Technology
788
+ 4.2%
$122.82 - $218.63 $96.8K - $172K
19.5K $4.27B
SPGI
S&P Global Inc.

Financial Services
2.63K
+ 24.26%
$438.31 - $527.29 $1.15M - $1.39M
13.5K $7.11B
XOM
Exxon Mobil Corp

Energy
16.1K
+ 73.81%
$99.93 - $119.04 $1.61M - $1.91M
37.9K $4.08B
VZ
Verizon Communications Inc

Communication Services
36.5K
+ 41.62%
$41.67 - $45.62 $1.52M - $1.67M
124K $5.38B
INTU
Intuit Inc

Technology
83
+ 1.09%
$544.07 - $787.63 $45.2K - $65.4K
7.72K $6.08B
FOXA
Fox Corp

Communication Services
24.4K
+ 48.99%
$47.21 - $57.04 $1.15M - $1.39M
74.3K $4.16B
NOW
Service Now, Inc.

Technology
70
+ 1.31%
$721.65 - $1040.18 $50.5K - $72.8K
5.42K $5.58B
AZO
Autozone Inc

Consumer Cyclical
356
+ 33.55%
$3478.38 - $3880.15 $1.24M - $1.38M
1.42K $5.26B
CRWD
Crowd Strike Holdings, Inc.

Technology
168
+ 2.41%
$321.63 - $509.31 $54K - $85.6K
7.13K $3.63B
Lam Research Corp
543
+ 1.31%
N/A
41.8K $4.07B
CDNS
Cadence Design Systems Inc

Technology
704
+ 4.54%
$231.64 - $323.08 $163K - $227K
16.2K $4.99B
COST
Costco Wholesale Corp

Consumer Defensive
921
+ 30.08%
$908.13 - $1056.85 $836K - $973K
3.98K $3.94B
ZS
Zscaler, Inc.

Technology
220
+ 2.62%
$174.67 - $315.32 $38.4K - $69.4K
8.61K $2.7B
SNOW
Snowflake Inc.

Technology
320
+ 2.62%
$130.53 - $223.77 $41.8K - $71.6K
12.5K $2.8B
PAYX
Paychex Inc

Industrials
8K
+ 42.77%
$137.01 - $159.78 $1.1M - $1.28M
26.7K $3.88B
IDXX
Idexx Laboratories Inc

Healthcare
66
+ 0.85%
$361.04 - $536.34 $23.8K - $35.4K
7.8K $4.18B
AMD
Advanced Micro Devices Inc

Technology
665
+ 3.14%
$78.21 - $143.81 $52K - $95.6K
21.8K $3.1B
KR
Kroger CO

Consumer Defensive
10.1K
+ 21.98%
$64.62 - $74.0 $654K - $749K
56.2K $4.03B
DXCM
Dexcom Inc

Healthcare
4.46K
+ 18.89%
$59.83 - $87.57 $267K - $390K
28K $2.45B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.23K
+ 36.52%
$483.48 - $539.8 $1.08M - $1.21M
8.35K $4.05B
MYRG
Myr Group Inc.

Industrials
75
+ 0.67%
$101.85 - $182.61 $7.64K - $13.7K
11.3K $2.06B
OMI
Owens & Minor Inc

Healthcare
84.9K
+ 271.94%
$6.35 - $9.16 $539K - $778K
116K $1.06B
ARCB
Arcbest Corp

Industrials
7.67K
+ 40.83%
$56.73 - $77.01 $435K - $591K
26.5K $2.04B
EYE
National Vision Holdings, Inc.

Consumer Cyclical
14.7K
+ 45.13%
$10.88 - $23.17 $160K - $341K
47.3K $1.09B
MPWR
Monolithic Power Systems Inc

Technology
53
+ 1.29%
$455.19 - $737.73 $24.1K - $39.1K
4.17K $3.05B
Activity Summary
Buys All Purchases 266 New Holdings 40 Increased Positions 226 Sells All Sells 212 Reductions 212 Sold out 0 Options Calls 0 Puts 0
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