Stanley-Laman Group, Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Stanley-Laman Group, Ltd. disclosed 198 stock positions valued at approximately $984.24M as of quarter-end June 30, 2026. The largest holdings include LAM RESH CORP, ALPHABET INC CLASS A, and KLA CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 198
- Portfolio Value
- $984.24M
Holdings by Sector
Stanley-Laman Group, Ltd. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| LAM RESH CORP | LRCX | Other | 2.80% | 63,629 | -2,289 | -3.47% | $27,572,355 |
| ALPHABET INC CLASS A | GOOGL | Communication Services | 2.71% | 74,676 | -1,328 | -1.75% | $26,686,822 |
| KLA CORP | KLAC | Technology | 2.31% | 75,444 | +67,671 | +870.59% | $22,762,209 |
| ADVANCED MICRO DEVICES I | AMD | Technology | 2.25% | 38,205 | -1,234 | -3.13% | $22,193,667 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 1.88% | 77,572 | -1,148 | -1.46% | $18,488,510 |
| ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | ASML | Other | 1.83% | 9,077 | +4,714 | +108.04% | $18,058,147 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.82% | 15,486 | -395 | -2.49% | $17,875,335 |
| ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | ARM | Technology | 1.65% | 45,843 | -1,346 | -2.85% | $16,254,553 |
| COHU INC | COHU | Technology | 1.55% | 206,620 | -2,392 | -1.14% | $15,271,284 |
| RTX CORP | RTX | Industrials | 1.55% | 80,359 | -1,820 | -2.21% | $15,246,487 |
| NVIDIA CORP | NVDA | Technology | 1.52% | 74,661 | -2,801 | -3.62% | $14,938,919 |
| TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | TSM | Technology | 1.49% | 30,805 | -653 | -2.08% | $14,711,544 |
| APPLIED MATLS INC | AMAT | Technology | 1.45% | 19,689 | -452 | -2.24% | $14,235,147 |
| BROADCOM INC | AVGO | Technology | 1.36% | 35,446 | -492 | -1.37% | $13,389,727 |
| CAMECO CORP F | CCJ | Energy | 1.34% | 129,588 | -1,043 | -0.80% | $13,199,834 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 1.29% | 9,172 | -266 | -2.82% | $12,679,006 |
| APPLE INC | AAPL | Technology | 1.25% | 42,512 | -174 | -0.41% | $12,301,249 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 1.20% | 39,579 | -707 | -1.75% | $11,790,179 |
| ENTERGY CORP NEW | ETR | Utilities | 1.12% | 95,769 | -1,291 | -1.33% | $11,000,015 |
| ONTO INNOVATION INC | ONTO | Technology | 1.12% | 29,021 | -316 | -1.08% | $10,982,997 |
| MICROSOFT CORP | MSFT | Technology | 1.11% | 29,242 | -115 | -0.39% | $10,907,763 |
| ARISTA NETWORKS INC | ANET | Other | 1.06% | 61,293 | -1,686 | -2.68% | $10,412,455 |
| TETRA TECHNOLOGIES INC D | TTI | Energy | 1.02% | 890,023 | -6,792 | -0.76% | $10,083,961 |
| TERADYNE INC | TER | Technology | 0.99% | 20,153 | +20,153 | +100.00% | $9,750,828 |
| VERTIV HLDGS CO CLASS A | VRT | Industrials | 0.97% | 28,634 | -668 | -2.28% | $9,587,236 |
| JABIL INC | JBL | Technology | 0.96% | 24,410 | -202 | -0.82% | $9,409,696 |
| SEAGATE TECHNOLOGY H F | STX | Other | 0.86% | 8,763 | +8,763 | +100.00% | $8,456,295 |
| HEWLETT PACKARD ENTERPRI | HPE | Technology | 0.86% | 187,381 | -64,593 | -25.63% | $8,452,739 |
| ELI LILLY AND CO | LLY | Healthcare | 0.82% | 6,747 | -40 | -0.59% | $8,092,796 |
| AAR CORP | AIR | Industrials | 0.82% | 56,346 | -282 | -0.50% | $8,053,534 |
Showing 30 of 198 holdings in the latest reporting period.