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Linden Thomas Advisory Services, LLC

Stephen Linden Thomas · Investment Advisor · Multi-Strategy

Linden Thomas Advisory Services, LLC is an SEC-registered investment advisory firm based in Charlotte, North Carolina. Founded in 2017 by Stephen Linden Thomas, the firm provides comprehensive wealth management, financial planning, and retirement services to a diverse clientele, including high-net-worth individuals, retail investors, and pension plans. The institution is recognized for its commitment to cost-efficient, transparent investment solutions and is known for its proprietary institutional indexing approach. With a team of experienced professionals, the firm focuses on delivering superior financial results through globally diversified portfolios tailored to the specific long-term objectives and risk tolerances of its clients.

Simulated Performance

MetricValue
Total return+18.4%
YTD return+18.1%
Sharpe ratio0.95
Win rate43%
AUM$0.3B
InceptionOct 1, 2025
UpdatedSep 21, 2026

Institution Status

FieldValue
AUM$0.3B
TurnoverLow (<15%)
Avg holding18 Months
InceptionOct 1, 2025
Websitehttps://lindenthomas.com/

Current Holdings

Updated on Sep 21, 2026.

TickerNamePortfolio %Return
NVDANVIDIA Corporation14.6%+19.8%
ANETArista Networks8.2%+30.6%
AAPLApple Inc8.1%+26.1%
GOOGLAlphabet Inc Class A7.9%+16.0%
AVGOBroadcom Inc6.8%+1.7%
AMDAdvanced Micro Devices Inc5.4%+85.0%
PANWPalo Alto Networks Inc5.2%+55.5%
MSFTMicrosoft Corporation5.2%+2.4%
FFIVF5 Networks Inc3.8%+47.9%
METAMeta Platforms Inc.3.6%+27.2%
TMOThermo Fisher Scientific Inc3.4%+15.7%
FTNTFortinet Inc3.4%+26.3%
CRWDCrowdstrike Holdings Inc3.2%+12.8%
PEverpure, Inc.3.1%-1.2%
ALABAstera Labs, Inc.3.1%+65.7%
CSCOCisco Systems Inc3.1%-5.0%
MOAltria Group3.0%+3.4%
HEIHeico Corporation3.0%-4.1%
RMDResMed Inc2.9%-3.7%
MATXMatson Inc2.9%0.0%

Recent activity

DateActionTickerWeight
Sep 21, 2026BUYTMO3.2% → 3.4%
Sep 21, 2026SELLMETA3.6% → 3.6%
Sep 21, 2026BUYGOOGL7.7% → 7.9%
Sep 21, 2026BUYPANW5.1% → 5.2%
Sep 21, 2026BUYFTNT3.3% → 3.4%

Investment Style Analysis

Linden Thomas Advisory Services, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $0.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.

Recent Market Moves

During the latest rebalancing period ending Sep 21, Linden Thomas Advisory Services, LLC made a significant move by increasing exposure to TMO. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.

Investment Philosophy

Linden Thomas Advisory Services, LLC adheres to an investment philosophy rooted in Modern Portfolio Theory and fundamental analysis to construct globally diversified portfolios. The firm's approach aims to remove emotion from the investment decision-making process by emphasizing long-term holding periods, risk-adjusted returns, and cost efficiency. Their strategy integrates 'earnings-focus institutional indexing' with individual security selection across global equity and fixed-income markets, seeking to maximize returns while minimizing volatility throughout various economic cycles and market trends.

Disclaimer

The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Linden Thomas Advisory Services, LLC.

Similar Investment Style

Based on Multi-Strategy.

Frequently asked questions

How is the simulated portfolio for Linden Thomas Advisory Services, LLC constructed?

This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.

What is Linden Thomas Advisory Services, LLC's largest holding?

As of the latest filing, Linden Thomas Advisory Services, LLC's top position is NVIDIA Corporation (NVDA), representing 14.6% of the portfolio. This reflects a high-conviction bet by the institution.

What is Linden Thomas Advisory Services, LLC's historical performance and risk profile?

Our simulation indicates a total return of +18.4% with a win rate of 43%. Notably, the portfolio maintains a Sharpe Ratio of 0.95, suggesting an standard level of risk-adjusted returns compared to the broader market.

What sectors does Linden Thomas Advisory Services, LLC primarily invest in?

Linden Thomas Advisory Services, LLC has a strong preference for the Semiconductors sector, which makes up 30.0% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.

Is Linden Thomas Advisory Services, LLC's portfolio concentrated or diversified?

Linden Thomas Advisory Services, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 30.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.

How has Linden Thomas Advisory Services, LLC performed in 2026?

Our AI-simulated model portfolio for Linden Thomas Advisory Services, LLC tracks a Year-to-Date (YTD) return of +18.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.

Does Stephen Linden Thomas manage Linden Thomas Advisory Services, LLC directly?

Yes, Stephen Linden Thomas serves as the key portfolio manager for Linden Thomas Advisory Services, LLC, overseeing the investment strategy and final capital allocation decisions.