Stanley-Laman Group, Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Stanley-Laman Group, Ltd. disclosed 199 stock positions valued at approximately $915.11M as of quarter-end September 30, 2026. The largest holdings include ALPHABET INC CLASS A, ADVANCED MICRO DEVICES I, and LAM RESH CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 199
- Portfolio Value
- $915.11M
Holdings by Sector
Stanley-Laman Group, Ltd. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC CLASS A | GOOGL | Communication Services | 2.77% | 73,544 | -1,132 | -1.52% | $25,305,077 |
| ADVANCED MICRO DEVICES I | AMD | Technology | 2.53% | 37,798 | -407 | -1.07% | $23,123,304 |
| LAM RESH CORP | LRCX | Technology | 2.27% | 63,297 | -332 | -0.52% | $20,793,697 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 2.07% | 75,920 | -1,652 | -2.13% | $18,915,468 |
| NVIDIA CORP | NVDA | Technology | 1.83% | 73,198 | -1,463 | -1.96% | $16,716,959 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.79% | 15,389 | -97 | -0.63% | $16,390,978 |
| ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | ASML | Technology | 1.78% | 8,983 | -94 | -1.04% | $16,274,232 |
| KLA CORP | KLAC | Technology | 1.60% | 75,046 | -398 | -0.53% | $14,628,717 |
| MICROSOFT CORP | MSFT | Technology | 1.59% | 28,438 | -804 | -2.75% | $14,585,607 |
| RTX CORP | RTX | Industrials | 1.56% | 77,116 | -3,243 | -4.04% | $14,316,502 |
| TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | TSM | Technology | 1.52% | 30,471 | -334 | -1.08% | $13,900,565 |
| APPLE INC | AAPL | Technology | 1.52% | 41,730 | -782 | -1.84% | $13,896,926 |
| ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | ARM | Technology | 1.44% | 45,569 | -274 | -0.60% | $13,199,517 |
| ARISTA NETWORKS INC | ANET | Technology | 1.36% | 61,001 | -292 | -0.48% | $12,419,194 |
| BROADCOM INC | AVGO | Technology | 1.35% | 35,187 | -259 | -0.73% | $12,357,249 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 1.34% | 9,128 | -44 | -0.48% | $12,297,424 |
| COHU INC | COHU | Technology | 1.31% | 175,341 | -31,279 | -15.14% | $11,947,736 |
| CAMECO CORP F | CCJ | Energy | 1.20% | 126,374 | -3,214 | -2.48% | $10,952,835 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 1.11% | 38,479 | -1,100 | -2.78% | $10,166,541 |
| HEWLETT PACKARD ENTERPRI | HPE | Technology | 1.10% | 156,864 | -30,517 | -16.29% | $10,022,016 |
| APPLIED MATLS INC | AMAT | Technology | 1.09% | 19,422 | -267 | -1.36% | $9,932,022 |
| ENTERGY CORP NEW | ETR | Utilities | 1.02% | 93,683 | -2,086 | -2.18% | $9,298,952 |
| ONTO INNOVATION INC | ONTO | Technology | 0.95% | 28,290 | -731 | -2.52% | $8,708,228 |
| TERADYNE INC | TER | Technology | 0.88% | 20,073 | -80 | -0.40% | $8,047,466 |
| SEAGATE TECHNOLOGY H F | STX | Technology | 0.88% | 8,709 | -54 | -0.62% | $8,032,659 |
| VALARIS LTD F | VAL | Energy | 0.88% | 102,044 | -2,902 | -2.77% | $8,012,495 |
| ELI LILLY AND CO | LLY | Healthcare | 0.84% | 6,638 | -109 | -1.62% | $7,680,897 |
| CORCEPT THERAPEUTICS INC | CORT | Healthcare | 0.84% | 66,365 | -1,831 | -2.68% | $7,647,212 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.79% | 10,292 | +64 | +0.63% | $7,213,436 |
| MASTERCARD INC CLASS CLASS A | MA | Financial Services | 0.78% | 12,868 | -253 | -1.93% | $7,096,558 |
Showing 30 of 199 holdings in the latest reporting period.