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David Smith

Linden Thomas Advisory Services, Llc

Assets Managed
$1.239B
Holdings
542
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
19.43%(2Q avg: 12.31%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Linden Thomas Advisory Services, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 542 positions.

Assets under management

The assets under management (AUM) of Linden Thomas Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.239B in assets, with a quarterly growth rate of 19.43% and a 2-quarter average growth rate of 12.31%. The portfolio is managed by David Smith, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -0.01%
2.84%
$35.097M
175,404 shares@ $200.09 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.62%
1.73%
$21.345M
59,728 shares@ $357.37 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 1.76%
1.55%
$19.146M
50,684 shares@ $377.75 avg price
ANET
Arista Networks Inc
Recent Activity
Increased 2.48%
1.49%
$18.414M
108,394 shares@ $169.89 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.46%
1.49%
$18.36M
63,449 shares@ $289.37 avg price
AMD
Advanced Micro Devices
Recent Activity
Increased 1.2%
1.23%
$15.189M
26,147 shares@ $580.92 avg price
ALAB
Astera Labs Inc
Recent Activity
Decreased -27.56%
1.08%
$13.271M
27,476 shares@ $483.03 avg price
PANW
Palo Alto Networks Inc
Recent Activity
Increased 1.92%
1.06%
$13.075M
38,340 shares@ $341.03 avg price
ICHR
Ichor Holdings Ltd
Recent Activity
Increased 12.27%
1.05%
$12.95M
115,336 shares@ $112.28 avg price
GLW
Corning Inc
Recent Activity
Increased 3.55%
1.02%
$12.635M
49,467 shares@ $255.44 avg price

1-10 of 542