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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
| Metric | Value |
|---|---|
| Total return | +11.9% |
| YTD return | +11.6% |
| Sharpe ratio | 0.53 |
| Win rate | 45% |
| AUM | $0.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://lindenthomas.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 15.0% | +22.0% |
| ANET | Arista Networks | 8.2% | +23.5% |
| GOOGL | Alphabet Inc Class A | 8.0% | +11.9% |
| AAPL | Apple Inc | 7.9% | +21.1% |
| AVGO | Broadcom Inc | 7.2% | +0.2% |
| MSFT | Microsoft Corporation | 5.5% | +2.1% |
| PANW | Palo Alto Networks Inc | 5.5% | +49.4% |
| AMD | Advanced Micro Devices Inc | 4.7% | +46.1% |
| FFIV | F5 Networks Inc | 3.6% | +29.4% |
| HEI | Heico Corporation | 3.4% | +2.9% |
| FTNT | Fortinet Inc | 3.4% | +14.7% |
| TMO | Thermo Fisher Scientific Inc | 3.3% | +8.6% |
| CSCO | Cisco Systems Inc | 3.2% | -7.0% |
| META | Meta Platforms Inc. | 3.1% | +5.8% |
| ALAB | Astera Labs, Inc. | 3.1% | +58.7% |
| RMD | ResMed Inc | 3.1% | -1.9% |
| CRWD | Crowdstrike Holdings Inc | 3.0% | -2.3% |
| MO | Altria Group | 3.0% | +4.3% |
| P | Everpure, Inc. | 2.9% | -13.9% |
| LLY | Eli Lilly and Company | 2.9% | -8.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 8.1% → 8.0% |
| Aug 31, 2026 | BUY | CRWD | 0.0% → 3.0% |
| Aug 31, 2026 | SELL | PANW | 5.4% → 5.5% |
| Aug 31, 2026 | SELL | ALAB | 3.0% → 3.1% |
| Aug 31, 2026 | BUY | META | 3.0% → 3.1% |
Investment Style Analysis
Linden Thomas Advisory Services, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 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 Aug 31, Linden Thomas Advisory Services, LLC made a significant move by increasing exposure to GOOGL. 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.
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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 15.0% 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 +11.9% with a win rate of 45%. Notably, the portfolio maintains a Sharpe Ratio of 0.53, 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 31.2% 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 +11.6%. 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.