Stanley-Laman Group, Ltd. Portfolio Stock Holdings
Stanley-Laman Group, Ltd. disclosed 294 stock positions valued at approximately $814.5 million in its latest SEC 13F filing. The largest holdings include ALPHABET INC CLASS CLASS A, AMAZON.COM INC, and RTX CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 16, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 294
- Portfolio Value
- $814.5M
Holdings by Sector
Stanley-Laman Group, Ltd. Portfolio Holdings in Q1 2026
197 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC CLASS CLASS A | GOOGL | Communication Services | 2.68% | 76,004 | +1,265 | +1.69% | $21,855,581 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 2.01% | 78,720 | +2,575 | +3.38% | $16,395,014 |
| RTX CORP | RTX | Industrials | 1.95% | 82,179 | +1,865 | +2.32% | $15,852,331 |
| CAMECO CORP F | CCJ | Energy | 1.74% | 130,631 | -9,444 | -6.74% | $14,187,833 |
| LAM RESH CORP | LRCX | Other | 1.73% | 65,918 | +533 | +0.82% | $14,084,040 |
| NVIDIA CORP | NVDA | Technology | 1.66% | 77,462 | +2,696 | +3.61% | $13,509,373 |
| ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | ASML | Other | 1.60% | 13,683 | +4,957 | +56.81% | $12,996,349 |
| KLA CORP | KLAC | Technology | 1.41% | 7,773 | +152 | +1.99% | $11,445,043 |
| BROADCOM INC | AVGO | Technology | 1.37% | 35,938 | +1,001 | +2.87% | $11,123,170 |
| ENTERGY CORP NEW | ETR | Utilities | 1.34% | 97,060 | +2,634 | +2.79% | $10,905,667 |
| MICROSOFT CORP | MSFT | Technology | 1.33% | 29,357 | -14,805 | -33.52% | $10,866,926 |
| APPLE INC | AAPL | Technology | 1.33% | 42,686 | +2,613 | +6.52% | $10,833,237 |
| TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | TSM | Technology | 1.31% | 31,458 | +734 | +2.39% | $10,631,231 |
| VALARIS LTD F | VAL | Energy | 1.27% | 105,827 | -16,295 | -13.34% | $10,375,279 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 1.27% | 9,438 | +201 | +2.18% | $10,319,037 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.99% | 17,459 | +732 | +4.38% | $8,048,424 |
| ADVANCED MICRO DEVIC | AMD | Technology | 0.99% | 39,439 | +1,223 | +3.20% | $8,023,076 |
| META PLATFORMS INC CLASS CLASS A | META | Communication Services | 0.96% | 13,695 | +996 | +7.84% | $7,835,321 |
| ARISTA NETWORKS INC | ANET | Other | 0.95% | 62,979 | +1,826 | +2.99% | $7,732,562 |
| TETRA TECHNOLOGIES INC D | TTI | Energy | 0.94% | 896,815 | -130,479 | -12.70% | $7,640,864 |
| VERTIV HLDGS CO CLASS CLASS A | VRT | Industrials | 0.90% | 29,302 | +25,989 | +784.46% | $7,342,495 |
| WEATHERFORD INTL PLC F | WFRD | Other | 0.89% | 76,932 | +1,569 | +2.08% | $7,276,229 |
| ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | ARM | Technology | 0.88% | 47,189 | +3,773 | +8.69% | $7,138,752 |
| APPLIED MATLS INC | AMAT | Technology | 0.85% | 20,141 | +18,056 | +866.00% | $6,883,992 |
| MASTERCARD INC CLASS CLASS A | MA | Financial Services | 0.80% | 13,092 | +280 | +2.19% | $6,541,706 |
| JABIL INC | JBL | Technology | 0.80% | 24,612 | +289 | +1.19% | $6,537,770 |
| LANTHEUS HLDGS INC | LNTH | Healthcare | 0.80% | 85,474 | +10,028 | +13.29% | $6,483,203 |
| COHU INC | COHU | Technology | 0.79% | 209,012 | +13,476 | +6.89% | $6,399,947 |
| OLIN CORP | OLN | Basic Materials | 0.78% | 214,704 | +36,026 | +20.16% | $6,383,140 |
| ELI LILLY AND CO | LLY | Healthcare | 0.77% | 6,787 | +322 | +4.98% | $6,242,648 |
| AAR CORP | AIR | Industrials | 0.76% | 56,628 | -6,031 | -9.63% | $6,198,501 |
| ANTERO RES CORP | AR | Energy | 0.76% | 145,748 | +9,814 | +7.22% | $6,185,545 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.75% | 10,215 | -4,071 | -28.50% | $6,103,806 |
| ONTO INNOVATION INC | ONTO | Technology | 0.74% | 29,337 | -1,170 | -3.84% | $6,016,139 |
| ANALOG DEVICES INC | ADI | Technology | 0.74% | 18,890 | +18,890 | +100.00% | $6,009,665 |
| SLB LIMITED F | SLB | Energy | 0.74% | 116,845 | +3,793 | +3.36% | $6,004,642 |
| HEWLETT PACKARD ENTERPRI | HPE | Technology | 0.74% | 251,974 | +251,974 | +100.00% | $5,999,501 |
| BOEING CO | BA | Industrials | 0.71% | 29,196 | +905 | +3.20% | $5,810,880 |
| GSK PLC ADR F SPONSORED ADR 1 ADR REPS 2 ORD SHS | GSK | Healthcare | 0.71% | 105,176 | +1,040 | +1.00% | $5,804,639 |
| L3HARRIS TECHNOLOGIES IN | LHX | Industrials | 0.71% | 16,758 | +416 | +2.55% | $5,783,917 |
| ENERGY FUELS INC F | UUUU | Energy | 0.71% | 315,085 | -12,180 | -3.72% | $5,750,301 |
| PATTERSON-UTI ENERGY INC | PTEN | Energy | 0.71% | 530,634 | +31,719 | +6.36% | $5,746,765 |
| ALBEMARLE CORP | ALB | Basic Materials | 0.70% | 31,919 | -2,341 | -6.83% | $5,730,429 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.70% | 6,388 | +140 | +2.24% | $5,719,181 |
| TAKE-TWO INTERACTIVE SOF | TTWO | Communication Services | 0.69% | 28,452 | +5,401 | +23.43% | $5,619,270 |
| NEXGEN ENERGY LTD F | NXE | Energy | 0.68% | 479,439 | +7,324 | +1.55% | $5,561,492 |
| VALERO ENERGY CORP NEW | VLO | Energy | 0.67% | 22,225 | +510 | +2.35% | $5,491,473 |
| RANGE RES CORP | RRC | Energy | 0.66% | 119,326 | +37,368 | +45.59% | $5,391,151 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.66% | 15,881 | +15,881 | +100.00% | $5,365,237 |
| MCKESSON CORP | MCK | Healthcare | 0.65% | 6,132 | +133 | +2.22% | $5,306,555 |
| SELECT WATER SOLUTIO A CLASS CLASS A | WTTR | Energy | 0.65% | 346,493 | -36,009 | -9.41% | $5,301,338 |
| CVS HEALTH CORP | CVS | Healthcare | 0.64% | 72,421 | +1,981 | +2.81% | $5,201,251 |
| ARCHER-DANIELS MIDLAND C | ADM | Consumer Defensive | 0.63% | 70,765 | +1,634 | +2.36% | $5,143,939 |
| CAE INC F | CAE | Industrials | 0.63% | 197,404 | +2,780 | +1.43% | $5,142,374 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.63% | 5,127 | +185 | +3.74% | $5,108,856 |
| OSI SYS INC | OSIS | Technology | 0.61% | 18,796 | -330 | -1.73% | $4,990,526 |
| CHEVRON CORP NEW | CVX | Energy | 0.61% | 23,920 | +1,135 | +4.98% | $4,948,999 |
| KIRBY CORP | KEX | Industrials | 0.60% | 36,898 | +687 | +1.90% | $4,903,006 |
| ASTRAZENECA PLC F | AZN | Healthcare | 0.58% | 24,050 | -26,062 | -52.01% | $4,743,141 |
| CITIZENS FINL GROUP INC | CFG | Financial Services | 0.58% | 78,935 | +5,621 | +7.67% | $4,733,748 |
| WASTE MGMT INC DEL | WM | Industrials | 0.57% | 20,358 | +772 | +3.94% | $4,677,974 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.57% | 29,257 | +738 | +2.59% | $4,672,304 |
| HARTFORD INS GROUP INC | HIG | Financial Services | 0.57% | 34,237 | +679 | +2.02% | $4,629,822 |
| LYONDELLBASELL INDUSTR F CLASS A | LYB | Other | 0.56% | 57,101 | +3,678 | +6.88% | $4,600,091 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.55% | 7,478 | +199 | +2.73% | $4,519,681 |
| AMGEN INC | AMGN | Healthcare | 0.54% | 12,465 | +269 | +2.21% | $4,385,781 |
| INTERACTIVE BROKERS GROU CLASS CLASS A | IBKR | Financial Services | 0.53% | 64,020 | +1,393 | +2.22% | $4,293,820 |
| F N B CORP PA | FNB | Financial Services | 0.53% | 256,334 | +17,516 | +7.33% | $4,285,896 |
| CENCORA INC CLASS SERIES A | COR | Healthcare | 0.51% | 13,336 | +45 | +0.34% | $4,189,223 |
| NASDAQ INC | NDAQ | Financial Services | 0.51% | 49,247 | +43,265 | +723.25% | $4,180,578 |
| SNAP ON INC | SNA | Industrials | 0.51% | 11,475 | +309 | +2.77% | $4,168,099 |
| TD SYNNEX CORP | SNX | Technology | 0.51% | 24,459 | +1,069 | +4.57% | $4,126,443 |
| GXO LOGISTICS INC | GXO | Industrials | 0.51% | 79,399 | +630 | +0.80% | $4,116,838 |
| DIAMONDBACK ENERGY INC | FANG | Energy | 0.50% | 20,537 | +856 | +4.35% | $4,062,111 |
| KNIGHT-SWIFT TRANSN HLDG CLASS CLASS A | KNX | Industrials | 0.49% | 69,423 | +1,464 | +2.15% | $3,997,368 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.49% | 40,286 | +200 | +0.50% | $3,990,319 |
| PTC INC | PTC | Technology | 0.47% | 27,069 | +721 | +2.74% | $3,857,062 |
| CATALYST PHARMACEUTICALS | CPRX | Healthcare | 0.47% | 155,021 | +15,629 | +11.21% | $3,838,320 |
| SIBANYE STILLWATER LTD F UNSPONSORED ADR 1 ADR REPS 4 ORD SHS | SBSW | Basic Materials | 0.47% | 308,552 | +24,411 | +8.59% | $3,801,361 |
| HONEYWELL INTL INC | HON | Industrials | 0.47% | 16,770 | -485 | -2.81% | $3,790,437 |
| STIFEL FINL CORP | SF | Financial Services | 0.46% | 51,140 | +18,075 | +54.67% | $3,780,286 |
| ZETA GLOBAL HLDGS CORP CLASS CLASS A | ZETA | Technology | 0.46% | 233,663 | +87,747 | +60.14% | $3,719,915 |
| UNITED PARCEL SVC INC CLASS CLASS B | UPS | Industrials | 0.45% | 37,348 | +9,217 | +32.76% | $3,674,305 |
| AVIENT CORP | AVNT | Basic Materials | 0.45% | 100,229 | +39,558 | +65.20% | $3,638,313 |
| NEUROCRINE BIOSCIENCES I | NBIX | Healthcare | 0.45% | 27,549 | -69 | -0.25% | $3,629,305 |
| PETROLEO BRASILEIRO SA F SPONSORED ADR 1 ADR REPS 2 ORD SHS | PBR-A | Energy | 0.45% | 174,807 | +174,807 | +100.00% | $3,627,245 |
| FLUOR CORP NEW | FLR | Industrials | 0.44% | 76,714 | +156 | +0.20% | $3,578,708 |
| MARTEN TRANS LTD | MRTN | Industrials | 0.44% | 272,469 | +272,469 | +100.00% | $3,577,521 |
| EVERPURE INC CLASS A | PSTG | Technology | 0.44% | 60,081 | +11,681 | +24.13% | $3,547,182 |
| UNION PAC CORP | UNP | Industrials | 0.43% | 14,418 | +867 | +6.40% | $3,498,041 |
| CATERPILLAR INC | CAT | Industrials | 0.42% | 4,839 | +224 | +4.85% | $3,428,238 |
| NXP SEMICONDUCTORS N V F | N6596X109 | Other | 0.42% | 17,327 | -365 | -2.06% | $3,410,993 |
| AON PLC F CLASS CLASS A | AON | Financial Services | 0.41% | 10,425 | +456 | +4.57% | $3,364,982 |
| STANDARD LITHIUM LTD F | SLI | Basic Materials | 0.41% | 975,542 | +83,347 | +9.34% | $3,326,598 |
| AXSOME THERAPEUTICS INC. | AXSM | Healthcare | 0.40% | 19,260 | +1,342 | +7.49% | $3,255,325 |
| INTUIT | INTU | Technology | 0.39% | 7,252 | -1,555 | -17.66% | $3,135,675 |
| CARLYLE GROUP INC | CG | Financial Services | 0.38% | 64,679 | -186 | -0.29% | $3,129,802 |
| PROLOGIS INC REIT | PLD | Real Estate | 0.38% | 23,189 | +857 | +3.84% | $3,065,130 |
| SERVICE CORP INTL | SCI | Consumer Cyclical | 0.37% | 36,338 | +1,156 | +3.29% | $2,998,264 |
| IONIS PHARMACEUTICALS IN | IONS | Healthcare | 0.36% | 39,306 | +2,794 | +7.65% | $2,951,488 |