Stanley-Laman Group, Ltd. Portfolio Stock Holdings
Stanley-Laman Group, Ltd. disclosed 298 stock positions valued at approximately $984.2 million in its latest SEC 13F filing. The largest holdings include LAM RESH CORP, ALPHABET INC CLASS A, and KLA CORP. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 298
- Portfolio Value
- $984.2M
Holdings by Sector
Stanley-Laman Group, Ltd. Portfolio Holdings in Q2 2026
194 holdings in the latest reporting period.
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| 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 |
| VALARIS LTD F | VAL | Energy | 0.77% | 104,946 | -881 | -0.83% | $7,619,080 |
| LANTHEUS HLDGS INC | LNTH | Healthcare | 0.77% | 67,964 | -17,510 | -20.49% | $7,539,926 |
| CVS HEALTH CORP | CVS | Healthcare | 0.76% | 71,877 | -544 | -0.75% | $7,435,628 |
| TAKE-TWO INTERACTIVE SOF | TTWO | Communication Services | 0.72% | 28,352 | -100 | -0.35% | $7,087,433 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.71% | 10,228 | +13 | +0.13% | $7,024,982 |
| MASTERCARD INC CLASS A | MA | Financial Services | 0.68% | 13,121 | +29 | +0.22% | $6,739,146 |
| TD SYNNEX CORP | SNX | Technology | 0.65% | 23,891 | -568 | -2.32% | $6,387,011 |
| BOEING CO | BA | Industrials | 0.64% | 29,083 | -113 | -0.39% | $6,295,597 |
| FABRINET F | FN | Other | 0.64% | 11,181 | +11,181 | +100.00% | $6,284,616 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.64% | 6,393 | +5 | +0.08% | $6,253,592 |
| WEATHERFORD INTL PLC F | WFRD | Other | 0.63% | 76,412 | -520 | -0.68% | $6,227,578 |
| CORCEPT THERAPEUTICS INC | CORT | Healthcare | 0.60% | 68,196 | -429 | -0.63% | $5,929,642 |
| VALERO ENERGY CORP NEW | VLO | Energy | 0.57% | 21,707 | -518 | -2.33% | $5,653,323 |
| CITIZENS FINL GROUP INC | CFG | Financial Services | 0.56% | 78,867 | -68 | -0.09% | $5,526,239 |
| GSK PLC ADR F | GSK | Healthcare | 0.56% | 105,124 | -52 | -0.05% | $5,510,575 |
| INTERACTIVE BROKERS GROU CLASS A | IBKR | Financial Services | 0.55% | 62,757 | -1,263 | -1.97% | $5,462,383 |
| SLB LIMITED F | SLB | Energy | 0.55% | 116,171 | -674 | -0.58% | $5,400,789 |
| KNIGHT-SWIFT TRANSN HLDG CLASS A | KNX | Industrials | 0.54% | 68,006 | -1,417 | -2.04% | $5,295,662 |
| ARCHER-DANIELS MIDLAND C | ADM | Consumer Defensive | 0.54% | 69,210 | -1,555 | -2.20% | $5,287,633 |
| CATERPILLAR INC | CAT | Industrials | 0.52% | 4,839 | - | - | $5,153,051 |
| ANTERO RES CORP | AR | Energy | 0.52% | 145,470 | -278 | -0.19% | $5,111,816 |
| CAE INC F | CAE | Industrials | 0.50% | 196,476 | -928 | -0.47% | $4,923,689 |
| F N B CORP PA | FNB | Financial Services | 0.49% | 255,191 | -1,143 | -0.45% | $4,869,042 |
| IONIS PHARMACEUTICALS IN | IONS | Healthcare | 0.49% | 60,842 | +21,536 | +54.79% | $4,824,162 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.49% | 5,135 | +8 | +0.16% | $4,803,810 |
| NXP SEMICONDUCTORS N V F | N6596X109 | Other | 0.48% | 16,983 | -344 | -1.99% | $4,772,732 |
| KIRBY CORP | KEX | Industrials | 0.48% | 34,649 | -2,249 | -6.10% | $4,711,225 |
| AXSOME THERAPEUTICS INC. | AXSM | Healthcare | 0.48% | 19,170 | -90 | -0.47% | $4,692,241 |
| MARTEN TRANS LTD | MRTN | Industrials | 0.48% | 270,445 | -2,024 | -0.74% | $4,692,225 |
| EVERPURE INC CLASS A | PSTG | Technology | 0.47% | 59,266 | -815 | -1.36% | $4,669,568 |
| MCKESSON CORP | MCK | Healthcare | 0.47% | 6,143 | +11 | +0.18% | $4,641,817 |
| NEUROCRINE BIOSCIENCES I | NBIX | Healthcare | 0.47% | 27,446 | -103 | -0.37% | $4,625,612 |
| ZETA GLOBAL HLDGS CORP CLASS A | ZETA | Technology | 0.46% | 232,253 | -1,410 | -0.60% | $4,570,739 |
| ENERGY FUELS INC F | UUUU | Energy | 0.46% | 313,524 | -1,561 | -0.50% | $4,546,098 |
| SNAP ON INC | SNA | Industrials | 0.46% | 11,259 | -216 | -1.88% | $4,530,473 |
| SELECT WATER SOLUTIO A CLASS A | WTTR | Energy | 0.46% | 226,325 | -120,168 | -34.68% | $4,521,971 |
| HARTFORD INS GROUP INC | HIG | Financial Services | 0.46% | 34,075 | -162 | -0.47% | $4,515,665 |
| RANGE RES CORP | RRC | Energy | 0.46% | 120,781 | +1,455 | +1.22% | $4,491,847 |
| NEXGEN ENERGY LTD F | NXE | Energy | 0.46% | 478,145 | -1,294 | -0.27% | $4,489,782 |
| ASTRAZENECA PLC F | AZN | Healthcare | 0.45% | 23,593 | -457 | -1.90% | $4,473,705 |
| WASTE MGMT INC DEL | WM | Industrials | 0.45% | 19,874 | -484 | -2.38% | $4,429,486 |
| AMGEN INC | AMGN | Healthcare | 0.45% | 12,227 | -238 | -1.91% | $4,427,714 |
| L3HARRIS TECHNOLOGIES IN | LHX | Industrials | 0.44% | 15,001 | -1,757 | -10.48% | $4,359,115 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.44% | 28,674 | -583 | -1.99% | $4,344,114 |
| OLIN CORP | OLN | Basic Materials | 0.43% | 215,050 | +346 | +0.16% | $4,262,291 |
| BELDEN INC NEW | BDC | Technology | 0.43% | 35,469 | +35,469 | +100.00% | $4,253,088 |
| PATTERSON-UTI ENERGY INC | PTEN | Energy | 0.43% | 459,416 | -71,218 | -13.42% | $4,217,442 |
| ALBEMARLE CORP | ALB | Basic Materials | 0.42% | 30,710 | -1,209 | -3.79% | $4,146,809 |
| OSI SYS INC | OSIS | Technology | 0.42% | 18,722 | -74 | -0.39% | $4,094,501 |
| REGAL REXNORD CORP | RRX | Industrials | 0.41% | 17,085 | +17,085 | +100.00% | $4,069,476 |
| GXO LOGISTICS INC | GXO | Industrials | 0.41% | 79,094 | -305 | -0.38% | $4,010,066 |
| FLUOR CORP NEW | FLR | Industrials | 0.41% | 76,417 | -297 | -0.39% | $4,003,487 |
| UNITED PARCEL SVC INC CLASS B | UPS | Industrials | 0.40% | 36,648 | -700 | -1.87% | $3,939,658 |
| CHEVRON CORP NEW | CVX | Energy | 0.40% | 23,466 | -454 | -1.90% | $3,889,797 |
| UNION PAC CORP | UNP | Industrials | 0.39% | 14,192 | -226 | -1.57% | $3,860,221 |
| AVIENT CORP | AVNT | Basic Materials | 0.38% | 100,699 | +470 | +0.47% | $3,721,822 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.38% | 7,284 | -194 | -2.59% | $3,711,037 |
| CENCORA INC CLASS SERIES A | COR | Healthcare | 0.38% | 13,057 | -279 | -2.09% | $3,694,762 |
| TE CONNECTIVITY PLC F | TEL | Other | 0.37% | 17,853 | +17,853 | +100.00% | $3,599,343 |
| AIR PRODS & CHEMS INC | APD | Basic Materials | 0.36% | 12,194 | +12,194 | +100.00% | $3,575,037 |
| DIAMONDBACK ENERGY INC | FANG | Energy | 0.36% | 20,147 | -390 | -1.90% | $3,541,409 |
| STIFEL FINL CORP | SF | Financial Services | 0.36% | 50,151 | -989 | -1.93% | $3,499,041 |
| NASDAQ INC | NDAQ | Financial Services | 0.35% | 44,208 | -5,039 | -10.23% | $3,484,475 |
| AON PLC F CLASS A | AON | Financial Services | 0.34% | 10,049 | -376 | -3.61% | $3,333,153 |
| PROLOGIS INC REIT | PLD | Real Estate | 0.31% | 22,687 | -502 | -2.16% | $3,073,366 |
| HUNTINGTON BANCSHARES IN | HBAN | Financial Services | 0.31% | 172,143 | +42,584 | +32.87% | $3,052,098 |
| LYONDELLBASELL INDUSTR F CLASS A | LYB | Other | 0.31% | 57,069 | -32 | -0.06% | $3,004,697 |
| AUTOMATIC DATA PROCESSIN | ADP | Technology | 0.31% | 13,415 | -267 | -1.95% | $3,004,240 |
| CORNING INC | GLW | Technology | 0.30% | 11,529 | - | - | $2,944,852 |
| GE VERNOVA INC | GEV | Utilities | 0.30% | 2,484 | - | - | $2,918,352 |