Stanley-Laman Group, Ltd.

CIK

1601489

Location

Berwyn, PA

Portfolio Value

Small $846,519,683

Diversification

Diversified

Filing Date

Global Rank

#2,797 / 8,794 ▼ 85 · as of Jun 2026

Top Industry

Semiconductors 15.8%

Period ended 3 months ago

Filed Aug 5, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

184 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

3.3%

+0.1 pts

Top 5

13.9%

+2.0 pts

Top 10

23.7%

+3.0 pts

HHI

121

Diversified+14

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	42.7%	$361,460,795	40
Industrials	15.1%	$127,860,077	37
Energy	10.4%	$88,440,812	18
Healthcare	7.9%	$67,241,201	18
Financial Services	6.0%	$51,009,110	22
Communication Services	4.1%	$34,932,906	4
Consumer Cyclical	3.7%	$30,967,449	8
Basic Materials	3.3%	$27,714,209	11
Unclassified	2.6%	$21,708,286	12
Utilities	1.7%	$14,700,329	7
Consumer Defensive	1.6%	$13,245,350	4
Real Estate	0.9%	$7,239,159	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CRNT	Ceragon Networks Ltd	+222,590	914,444	$2,368,409
KLAC	Kla Corp	+67,671	75,444	$22,762,209
HBAN	Huntington Bancshares Inc /Md/	+42,584	172,143	$3,052,095
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+35,955	73,929	$6,329,191
IONS	Ionis Pharmaceuticals Inc	+21,536	60,842	$4,824,162
SLI	Standard Lithium Ltd.	+6,424	981,966	$2,700,406
NEE	Nextera Energy Inc	+3,980	17,271	$1,515,875
VB	Vanguard Morningstar Small-Cap ETF	+3,190	18,823	$8,819,407
—		+2,210	4,420	$248,227
SBSW	Sibanye Stillwater Ltd	+2,013	310,565	$2,636,696
RRC	Range Resources Corp	+1,455	120,781	$4,491,845
AVNT	Avient Corp	+470	100,699	$3,721,835
OLN	OLIN Corp	+346	215,050	$4,262,291
CME	Cme Group Inc.	+107	1,094	$241,588
VEU	Vanguard FTSE All-World Ex-US ETF	+99	6,489	$387,328
SYK	Stryker Corp	+92	757	$238,333
JPM	Jpmorgan Chase & Co	+86	7,956	$2,604,237
V	Visa Inc.	+85	1,175	$403,130
VXUS	Vanguard Total International Stock ETF	+84	3,070	$262,454
AXP	American Express Co	+82	1,939	$655,866
TLN	Talen Energy Corp	+69	871	$334,690
ETN	Eaton Corp plc	+68	2,058	$876,954
VRTX	Vertex Pharmaceuticals Inc / Ma	+61	614	$304,992
SNPS	Synopsys Inc	+61	649	$289,499
DE	Deere & Co	+48	781	$495,411
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WTTR	Select Water Solutions, Inc.	−120,168	226,325	$4,521,973
PTEN	Patterson Uti Energy Inc	−71,218	459,416	$4,217,438
HPE	Hewlett Packard Enterprise Co	−64,593	187,381	$8,452,756
LNTH	Lantheus Holdings, Inc.	−17,510	67,964	$7,539,926
ISRG	Intuitive Surgical Inc	−14,427	3,032	$1,205,765
META	Meta Platforms, Inc.	−12,803	892	$502,454
HON	Honeywell International Inc	−8,672	8,098	$1,813,142
NFLX	Netflix Inc	−7,334	4,616	$329,582
TTI	Tetra Technologies Inc	−6,792	890,023	$10,083,960
NDAQ	Nasdaq, Inc.	−5,039	44,208	$3,484,474
ASML	Asml Holding NV	−4,606	9,077	$18,058,145
NVDA	Nvidia Corp	−2,801	74,661	$14,938,919
COHU	Cohu Inc	−2,392	206,620	$15,271,284
LRCX	Lam Research Corp	−2,289	63,629	$27,572,354
KEX	Kirby Corp	−2,249	34,649	$4,711,224
MRTN	Marten Transport Ltd	−2,024	270,445	$4,692,220
RTX	RTX Corp	−1,820	80,359	$15,246,513
LHX	L3harris Technologies, Inc. /De/	−1,757	15,001	$4,359,140
ANET	Arista Networks, Inc.	−1,686	61,293	$10,412,454
UUUU	Energy Fuels Inc	−1,561	313,524	$4,546,098
ADM	Archer-Daniels-Midland Co	−1,555	69,210	$5,287,644
KNX	Knight-Swift Transportation Holdings Inc.	−1,417	68,006	$5,295,627
ZETA	Zeta Global Holdings Corp.	−1,410	232,253	$4,570,739
ARM	Arm Holdings PLC /Uk	−1,346	45,843	$16,254,552
GOOGL	Alphabet Inc.	−1,328	75,600	$27,013,438
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
TER	Teradyne, Inc	20,153	$9,750,827
STX	Seagate Technology Holdings plc	8,763	$8,456,295
FN	Fabrinet	11,181	$6,284,616
BDC	Belden Inc.	35,469	$4,253,087
RRX	Regal Rexnord Corp	17,085	$4,069,476
TEL	TE Connectivity plc	17,853	$3,599,343
APD	Air Products & Chemicals, Inc.	12,194	$3,575,036
IE	Ivanhoe Electric Inc.	245,899	$2,363,089
RAC	Rithm Acquisition Corp.	202,829	$2,121,591
HONA	Honeywell Aerospace Inc.	8,098	$1,790,305
GFS	GLOBALFOUNDRIES Inc.	19,656	$1,619,850
AFK	VanEck Africa Index ETF	65,000	$1,200,550
DUK	Duke Energy CORP	3,660	$463,282
SO	Southern Co	4,797	$459,120
SRE	Sempra	4,060	$376,402
STRL	Sterling Infrastructure, Inc.	395	$331,547
FIX	Comfort Systems USA Inc	167	$330,985
DELL	Dell Technologies Inc.	736	$317,554
MFC	Manulife Financial Corp	5,204	$210,814
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
ADI	Analog Devices Inc	18,890	$6,009,664
PTC	Ptc Inc.	27,069	$3,857,061
INTU	Intuit Inc.	7,252	$3,135,619
CG	Carlyle Group Inc.	64,679	$3,129,816
BABA	Alibaba Group Holding Ltd	13,000	$1,630,980
MELI	Mercadolibre Inc	800	$1,383,216
WRD	WeRide Inc.	154,281	$1,248,133
GRAB	Grab Holdings Ltd	310,000	$1,134,600
SE	Sea Ltd	12,000	$993,720
ZTS	Zoetis Inc.	5,387	$636,797
MSCI	MSCI Inc.	1,058	$570,272
HSY	Hershey Co	1,818	$377,944
BLK	BlackRock, Inc.	385	$370,258
CEG	Constellation Energy Corp	1,308	$365,259
VST	Vistra Corp.	2,150	$323,209
MCD	Mcdonalds Corp	826	$256,712
JNJ	Johnson & Johnson	825	$201,663
BSX	Boston Scientific Corp	2,763	$173,378
EPD	Enterprise Products Partners L.P.	4,102	$155,219
BAER	Bridger Aerospace Group Holdings, Inc.	28,575	$56,578
—		155,021	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

184 tracked positions · $846,519,683 total · filing declares 298 positions · $984,237,833 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 184 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LRCX	Lam Research Corp Technology	Reduced	63,629	-2,289	$27,572,354	+95.8%	3.26%
GOOGL	Alphabet Inc. Communication Services	Reduced	75,600	-1,328	$27,013,438	+22.1%	3.19%
KLAC	Kla Corp Technology	Added	75,444	+67,671	$22,762,209	+98.9%	2.69%
AMD	Advanced Micro Devices Inc Technology	Reduced	38,205	-1,234	$22,193,666	+176.6%	2.62%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	77,572	-1,148	$18,488,510	+12.8%	2.18%
ASML	Asml Holding NV Technology	Reduced	9,077	-4,606	$18,058,145	+38.9%	2.13%
MU	Micron Technology Inc Technology	Reduced	15,486	-395	$17,875,334	+233.2%	2.11%
ARM	Arm Holdings PLC /Uk Technology	Reduced	45,843	-1,346	$16,254,552	+127.7%	1.92%
COHU	Cohu Inc Technology	Reduced	206,620	-2,392	$15,271,284	+138.6%	1.80%
RTX	RTX Corp Industrials	Reduced	80,359	-1,820	$15,246,513	−3.8%	1.80%
NVDA	Nvidia Corp Technology	Reduced	74,661	-2,801	$14,938,919	+10.6%	1.76%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	30,805	-653	$14,711,543	+38.4%	1.74%
AMAT	Applied Materials Inc /De Technology	Reduced	19,689	-452	$14,235,147	+106.8%	1.68%
AVGO	Broadcom Inc. Technology	Reduced	35,446	-492	$13,389,726	+20.4%	1.58%
CCJ	Cameco Corp Energy	Reduced	129,588	-1,043	$13,199,833	−7.0%	1.56%
MPWR	Monolithic Power Systems, Inc. Technology	Reduced	9,172	-266	$12,679,005	+22.9%	1.50%
AAPL	Apple Inc. Technology	Reduced	42,512	-174	$12,301,272	+13.6%	1.45%
MRVL	Marvell Technology, Inc. Technology	Reduced	39,579	-707	$11,790,188	+195.5%	1.39%
ETR	Entergy Corp /De/ Utilities	Reduced	95,769	-1,291	$11,000,027	+0.9%	1.30%
ONTO	Onto Innovation Inc. Technology	Reduced	29,021	-316	$10,982,997	+82.6%	1.30%
MSFT	Microsoft Corp Technology	Reduced	29,242	-115	$10,907,850	+0.4%	1.29%
ANET	Arista Networks, Inc. Technology	Reduced	61,293	-1,686	$10,412,454	+34.7%	1.23%
TTI	Tetra Technologies Inc Energy	Reduced	890,023	-6,792	$10,083,960	+32.0%	1.19%
TER	Teradyne, Inc Technology	NEW	20,153	NEW	$9,750,827	NEW	1.15%
VRT	Vertiv Holdings Co Industrials	Reduced	28,634	-668	$9,587,235	+30.6%	1.13%
JBL	Jabil Inc Technology	Reduced	24,410	-202	$9,409,566	+43.9%	1.11%
VB	Vanguard Morningstar Small-Cap ETF	Added	18,823	+3,190	$8,819,407	+18.7%	1.04%
STX	Seagate Technology Holdings plc Technology	NEW	8,763	NEW	$8,456,295	NEW	1.00%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	187,381	-64,593	$8,452,756	+40.9%	1.00%
LLY	ELI LILLY & Co Healthcare	Reduced	6,747	-40	$8,092,554	+29.6%	0.96%
AIR	Aar Corp Industrials	Reduced	56,346	-282	$8,053,533	+29.9%	0.95%
VAL	Valaris Ltd Energy	Reduced	104,946	-881	$7,619,079	−26.6%	0.90%
LNTH	Lantheus Holdings, Inc. Healthcare	Reduced	67,964	-17,510	$7,539,926	+16.3%	0.89%
CVS	CVS HEALTH Corp Healthcare	Reduced	71,877	-544	$7,435,675	+43.0%	0.88%
TTWO	Take Two Interactive Software Inc Communication Services	Reduced	28,352	-100	$7,087,432	+26.1%	0.84%
MA	Mastercard Inc Financial Services	Added	13,121	+29	$6,738,945	+3.0%	0.80%
SNX	Td Synnex Corp Technology	Reduced	23,891	-568	$6,387,019	+54.8%	0.75%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	73,929	+35,955	$6,329,191	—	0.75%
BA	Boeing Co Industrials	Reduced	29,083	-113	$6,295,597	+8.3%	0.74%
FN	Fabrinet Technology	NEW	11,181	NEW	$6,284,616	NEW	0.74%
PH	Parker-Hannifin Corp Industrials	Added	6,393	+5	$6,253,121	+9.3%	0.74%
WFRD	Weatherford International plc Energy	Reduced	76,412	-520	$6,227,578	−14.4%	0.74%
CORT	Corcept Therapeutics Inc Healthcare	Reduced	68,196	-429	$5,929,642	+114.4%	0.70%
VLO	Valero Energy Corp/Tx Energy	Reduced	21,707	-518	$5,653,371	+3.0%	0.67%
CFG	Citizens Financial Group Inc/Ri Financial Services	Reduced	78,867	-68	$5,526,210	+16.7%	0.65%
GSK	GSK plc Healthcare	Reduced	105,124	-52	$5,510,600	−5.1%	0.65%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	62,757	-1,263	$5,462,369	+27.2%	0.65%
SLB	Slb Limited/Nv Energy	Reduced	116,171	-674	$5,400,789	−10.1%	0.64%
APH	Amphenol Corp /De/ Technology	Reduced	15,092	-10	$5,322,042	+39.5%	0.63%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	Reduced	68,006	-1,417	$5,295,627	+32.5%	0.63%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.