Institutional Fund
Tradelink Capital LLC
Chicago, ILCIK 16420445 filings on record
Portfolio Value
$13.2K
Q1 2026
Holdings
25
Reported positions
New Buys
18
Opened this quarter
QoQ Change
+5.9%
from $12.5K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Bio-Techne Corp13.1%
- Watsco Inc8.6%
- Lkq Corp6.0%
- Vericel Corp5.8%
- Chewy Inc5.3%
- Enova Intl Inc5.3%
- Other55.9%
Portfolio Holdings
25 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bio-Techne Corp | 20.6K | $1.7K | 13.1% | −191 | Reduced |
| 2 | Watsco Inc | 3.1K | $1.1K | 8.6% | +3.1K | New |
| 3 | Lkq Corp | 25.9K | $792 | 6.0% | +25.9K | New |
| 4 | Vericel Corp | 22.9K | $770 | 5.8% | +22.9K | New |
| 5 | Chewy Inc | 26.1K | $704 | 5.3% | +26.1K | New |
| 6 | Enova Intl Inc | 5.0K | $700 | 5.3% | +3.1K | Added |
| 7 | Wex Inc | 4.1K | $656 | 5.0% | +4.1K | New |
| 8 | Genuine Parts Co | 6.0K | $650 | 4.9% | +6.0K | New |
| 9 | Gxo Logistics Incorporated | 10.2K | $553 | 4.2% | +4.5K | Added |
| 10 | Scotts Miracle-Gro Co | 8.2K | $500 | 3.8% | +4.2K | Added |
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