Stanley-Laman Group, Ltd.

CIK
1601489
City
Berwyn
State / Country
PA

Top Portfolio Positions

173 positions · $681,088,935 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
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 LNTH

Export CSV

Shares Held

Position Value (USD)

10 of 10 shown
Report Date Value (USD) Shares
2026-03-31 $6,483,202 85,474
2025-12-31 $5,020,931 75,446
2025-09-30 $4,087,094 79,686
2025-06-30 $4,703,430 57,457
2025-03-31 $5,895,625 60,406
2024-12-31 $5,478,172 61,236
2024-09-30 $7,170,626 65,336
2024-06-30 $6,129,900 76,347
2024-03-31 $4,733,600 76,054
2023-12-31 $3,683,048 59,404