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Portfolio (Quarterly) Guide ↗

Linden Thomas Advisory Services, LLC

· CIK 0001965702
13F Portfolio $1.2B AUM 542 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 542 New
Page 28 of 28  ·  542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 ERII ENERGY RECOVERY INC Industrials 20,116.0 $181K 0.01% NEW $9.02 -12.4%
542 EVC ENTRAVISION COMMUNICATIONS C Communication Services 11,723.0 $153K 0.01% NEW $13.04 -38.1%
Page 28 of 28  ·  542 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.1%
Industrials 14.4%
Healthcare 11.9%
Financial Services 8.9%
Consumer Cyclical 8.4%
Communication Services 5.8%
Consumer Defensive 5.1%
Energy 3.8%
Utilities 2.3%
Basic Materials 2.0%