Stanley-Laman Group, Ltd.
Top Portfolio Positions
174 positions ·
$681,415,270 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
76,004 | $21,855,710 | 3.21% | |
| ASML |
Asml Holding NV
Technology
|
13,683 | $18,072,916 | 2.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
78,720 | $16,395,014 | 2.41% | |
| RTX |
RTX Corp
Industrials
|
82,179 | $15,852,329 | 2.33% | |
| CCJ |
Cameco Corp
Energy
|
130,631 | $14,187,832 | 2.08% | |
| LRCX |
Lam Research Corp
Technology
|
65,918 | $14,084,039 | 2.07% | |
| NVDA |
Nvidia Corp
Technology
|
77,462 | $13,509,372 | 1.98% | |
| KLAC |
Kla Corp
Technology
|
7,773 | $11,445,042 | 1.68% | |
| AVGO |
Broadcom Inc.
Technology
|
35,938 | $11,123,170 | 1.63% | |
| ETR |
Entergy Corp /De/
Utilities
|
97,060 | $10,905,661 | 1.60% |
Portfolio Trend
25 quarters · across all stocks
Holdings in COHU
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,399,947 | 209,012 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,550,122 | 195,536 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,109,331 | 152,943 | Shares | Sole | 2025-10-22 | |
| 2020-03-31 | $413,380 | 33,391 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||