Linden Thomas Advisory Services, LLC
RIA/Wealth
Linden Thomas Advisory Services, LLC is a RIA/Wealth based in Charlotte, NC led by Patti Sue Almanza, reporting $1.6B in AUM as of Q3 2025 with 34% Technology concentration.
CCOPatti Sue Almanza
- Portfolio Value
- $988.2M
- Positions
- 483
- Top Holding
- NVDA at 3.54%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Linden Thomas Advisory Services, LLC's portfolio (16.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $34.9M | 3.54% | +$1.0M Bought | 0.00% 187.3K shares | |
Consumer Electronics Technology | $20.1M | 2.03% | +$610.1K Bought | 0.00% 78.9K shares | |
Internet Content & Information Communication Services | $16.9M | 1.71% | +$522.9K Bought | 0.00% 23.0K shares | |
Software - Application Technology | $15.4M | 1.56% | +$248.6K Bought | 0.01% 21.4K shares | |
Software - Infrastructure Technology | $15.1M | 1.53% | +$619.0K Bought | 0.00% 29.1K shares | |
Semiconductors Technology | $12.7M | 1.29% | +$142.5K Bought | 0.00% 38.6K shares | |
Software - Infrastructure Technology | $12.4M | 1.26% | +$275.3K Bought | 0.00% 68.1K shares | |
Computer Hardware Technology | $12.3M | 1.24% | +$436.5K Bought | 0.01% 84.3K shares | |
Semiconductors Technology | $10.3M | 1.05% | +$44.8K Bought | 0.03% 52.8K shares | |
Medical - Instruments & Supplies Healthcare | $9.1M | 0.92% | +$167.5K Bought | 0.02% 33.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Linden Thomas Advisory Services, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Linden Thomas Advisory Services, LLC
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