Linden Thomas Advisory Services, LLC Reduced Holdings in Q2 2025

Linden Thomas Advisory Services, LLC

  • $908 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
-10.6K
- 75.28%
$231.39 - $318.98 $2.46M - $3.4M
3.5K $1.12B
CORT
Corcept Therapeutics Inc

Healthcare
-92
- 0.14%
$62.24 - $91.93 $5.73K - $8.46K
63.6K $4.67B
LLY
Eli Lilly & CO

Healthcare
-2.85K
- 36.65%
$713.71 - $898.95 $2.03M - $2.56M
4.93K $3.84B
CAT
Caterpillar Inc

Industrials
-6.79K
- 90.69%
$273.94 - $388.21 $1.86M - $2.64M
697 $271M
GWW
W.W. Grainger, Inc.

Industrials
-2.31K
- 57.46%
$919.93 - $1101.66 $2.12M - $2.54M
1.71K $1.78B
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
-40.3K
- 68.28%
$37.13 - $59.74 $1.5M - $2.41M
18.7K $735M
ADBE
Adobe Inc.

Technology
-3.81K
- 33.43%
$340.0 - $420.68 $1.29M - $1.6M
7.58K $2.93B
FAF
First American Financial Corp

Financial Services
-18.7K
- 65.26%
$54.11 - $67.0 $1.01M - $1.25M
9.95K $611M
KLAC
Kla Corp

Technology
-3.02K
- 41.06%
$576.53 - $902.94 $1.74M - $2.73M
4.34K $3.88B
CHE
Chemed Corp

Healthcare
-106
- 1.41%
$486.93 - $619.21 $51.6K - $65.6K
7.4K $3.6B
TPB
Turning Point Brands, Inc.

Consumer Defensive
-19K
- 63.24%
$54.53 - $81.0 $1.03M - $1.54M
11K $835M
RS
Reliance Steel & Aluminum CO

Basic Materials
-3.24K
- 79.98%
$262.08 - $316.81 $848K - $1.03M
810 $254M
GPN
Global Payments Inc

Industrials
-6.31K
- 48.32%
$67.47 - $99.6 $426K - $628K
6.75K $540M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-5.31K
- 66.19%
$100.44 - $129.37 $534K - $687K
2.71K $280M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-106
- 0.9%
$17.1 - $63.66 $1.81K - $6.75K
11.7K $200M
NFG
National Fuel Gas CO

Energy
-7.95K
- 29.86%
$73.0 - $86.01 $580K - $684K
18.7K $1.58B
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-3.97K
- 26.53%
$107.83 - $119.94 $428K - $476K
11K $1.19B
HALO
Halozyme Therapeutics, Inc.

Healthcare
-646
- 1.8%
$47.91 - $70.14 $30.9K - $45.3K
35.2K $1.83B
GDYN
Grid Dynamics Holdings, Inc.

Technology
-1.04K
- 0.98%
$11.48 - $15.63 $11.9K - $16.2K
105K $1.21B
LHX
L3 Harris Technologies, Inc.

Industrials
-3.54K
- 31.21%
$200.21 - $256.99 $709K - $911K
7.81K $1.96B
FICO
Fair Isaac Corp

Technology
-211
- 12.62%
$1503.62 - $2206.01 $317K - $465K
1.46K $2.67B
TGLS
Tecnoglass Inc.

Basic Materials
-6.45K
- 39.47%
$62.7 - $88.42 $405K - $570K
9.89K $765M
LNTH
Lantheus Holdings, Inc.

Healthcare
-407
- 1.8%
$73.86 - $108.74 $30.1K - $44.3K
22.2K $1.81B
EXLS
Exl Service Holdings, Inc.

Technology
-6.58K
- 26.83%
$41.85 - $48.48 $275K - $319K
17.9K $786M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-2.07K
- 59.39%
$144.63 - $179.53 $300K - $372K
1.42K $233M
CRVL
Corvel Corp

Financial Services
-2.07K
- 22.23%
$102.11 - $118.66 $212K - $246K
7.25K $745M
NEOG
Neogen Corp

Healthcare
-1.19K
- 1.64%
$4.39 - $8.59 $5.23K - $10.2K
71.6K $342M
CSV
Carriage Services Inc

Consumer Cyclical
-11K
- 35.87%
$36.26 - $46.06 $399K - $506K
19.7K $899M
Core Natural Resources Inc
-509
- 1.54%
N/A
32.4K $2.26B
PGR
Progressive Corp

Financial Services
-778
- 18.16%
$255.27 - $288.74 $199K - $225K
3.51K $936M
HWKN
Hawkins Inc

Basic Materials
-5.38K
- 38.51%
$103.32 - $143.95 $556K - $775K
8.6K $1.22B
BCC
Boise Cascade CO

Basic Materials
-192
- 0.97%
$83.96 - $102.07 $16.1K - $19.6K
19.6K $1.7B
TGNA
Tegna Inc

Communication Services
-7.66K
- 10.98%
$15.42 - $18.98 $118K - $145K
62.1K $1.04B
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-1.82K
- 6.27%
$84.41 - $106.28 $154K - $193K
27.2K $2.58B
DBI
Designer Brands Inc.

Consumer Cyclical
-2.37K
- 1.64%
$2.22 - $3.9 $5.27K - $9.25K
143K $339M
CPK
Chesapeake Utilities Corp

Utilities
-1.04K
- 13.93%
$116.0 - $135.5 $121K - $141K
6.45K $775M
TSCO
Tractor Supply CO

Consumer Cyclical
-763
- 1.28%
$47.86 - $55.77 $36.5K - $42.6K
58.8K $3.1B
PLAB
Photronics Inc

Technology
-777
- 0.98%
$16.71 - $20.93 $13K - $16.3K
78.3K $1.48B
IT
Gartner Inc

Technology
-122
- 1.6%
$377.5 - $449.52 $46.1K - $54.8K
7.48K $3.02B
STZ
Constellation Brands, Inc.

Consumer Defensive
-99
- 1.39%
$160.0 - $195.62 $15.8K - $19.4K
7.02K $1.14B
FNF
Fidelity National Financial, Inc.

Financial Services
-182
- 1.15%
$53.62 - $66.59 $9.76K - $12.1K
15.6K $877M
TECH
Bio Techne Corp

Healthcare
-193
- 1.0%
$46.66 - $58.38 $9.01K - $11.3K
19.2K $986M
TAP
Molson Coors Beverage CO

Consumer Defensive
-72
- 0.64%
$47.24 - $62.46 $3.4K - $4.5K
11.2K $537M
ONTO
Onto Innovation Inc.

Technology
-56
- 0.82%
$88.5 - $133.37 $4.96K - $7.47K
6.75K $681M
IOSP
Innospec Inc.

Basic Materials
-190
- 1.59%
$82.54 - $95.65 $15.7K - $18.2K
11.7K $987M
THG
Hanover Insurance Group, Inc.

Financial Services
-496
- 3.7%
$150.66 - $178.04 $74.7K - $88.3K
12.9K $2.19B
PEN
Penumbra Inc

Healthcare
-50
- 0.43%
$253.22 - $299.78 $12.7K - $15K
11.6K $2.98B
WGO
Winnebago Industries Inc

Consumer Cyclical
-348
- 1.6%
$28.24 - $37.27 $9.83K - $13K
21.5K $622M
SFNC
Simmons First National Corp

Financial Services
-716
- 0.99%
$17.39 - $20.55 $12.5K - $14.7K
71.7K $1.36B
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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