Holders — by stockHoldings — by fund
Stanley-Laman Group, Ltd.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001601489
$984.2M
disclosed book value
298
positions
2.8%
largest position share
Positions, as of 2026-06-30
top 100 of 298 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | LRCXLAM RESH CORP | 63,629 | $27.6M | 2.8% |
| 2 | GOOGLALPHABET INC CLASS A | 74,676 | $26.7M | 2.7% |
| 3 | KLACKLA CORP | 75,444 | $22.8M | 2.3% |
| 4 | AMDADVANCED MICRO DEVICES I | 38,205 | $22.2M | 2.3% |
| 5 | AMZNAMAZON.COM INC | 77,572 | $18.5M | 1.9% |
| 6 | ASMLASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 9,077 | $18.1M | 1.8% |
| 7 | MUMICRON TECHNOLOGY INC | 15,486 | $17.9M | 1.8% |
| 8 | ARMARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 45,843 | $16.3M | 1.7% |
| 9 | COHUCOHU INC | 206,620 | $15.3M | 1.6% |
| 10 | RTXRTX CORP | 80,359 | $15.2M | 1.5% |
| 11 | NVDANVIDIA CORP | 74,661 | $14.9M | 1.5% |
| 12 | TSMTAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | 30,805 | $14.7M | 1.5% |
| 13 | AMATAPPLIED MATLS INC | 19,689 | $14.2M | 1.4% |
| 14 | AVGOBROADCOM INC | 35,446 | $13.4M | 1.4% |
| 15 | CCJCAMECO CORP F | 129,588 | $13.2M | 1.3% |
| 16 | MPWRMONOLITHIC PWR SYS INC | 9,172 | $12.7M | 1.3% |
| 17 | AAPLAPPLE INC | 42,512 | $12.3M | 1.2% |
| 18 | MRVLMARVELL TECHNOLOGY INC | 39,579 | $11.8M | 1.2% |
| 19 | ETRENTERGY CORP NEW | 95,769 | $11.0M | 1.1% |
| 20 | ONTOONTO INNOVATION INC | 29,021 | $11.0M | 1.1% |
| 21 | MSFTMICROSOFT CORP | 29,242 | $10.9M | 1.1% |
| 22 | ANETARISTA NETWORKS INC | 61,293 | $10.4M | 1.1% |
| 23 | LINDE PLC F | 19,948 | $10.4M | 1.1% |
| 24 | TTITETRA TECHNOLOGIES INC D | 890,023 | $10.1M | 1% |
| 25 | TERTERADYNE INC | 20,153 | $9.8M | 1% |
| 26 | VRTVERTIV HLDGS CO CLASS A | 28,634 | $9.6M | 1% |
| 27 | JBLJABIL INC | 24,410 | $9.4M | 1% |
| 28 | STXSEAGATE TECHNOLOGY H F | 8,763 | $8.5M | 0.9% |
| 29 | HPEHEWLETT PACKARD ENTERPRI | 187,381 | $8.5M | 0.9% |
| 30 | LLYELI LILLY AND CO | 6,747 | $8.1M | 0.8% |
| 31 | AIRAAR CORP | 56,346 | $8.1M | 0.8% |
| 32 | VALVALARIS LTD F | 104,946 | $7.6M | 0.8% |
| 33 | LNTHLANTHEUS HLDGS INC | 67,964 | $7.5M | 0.8% |
| 34 | CVSCVS HEALTH CORP | 71,877 | $7.4M | 0.8% |
| 35 | TTWOTAKE-TWO INTERACTIVE SOF | 28,352 | $7.1M | 0.7% |
| 36 | VOOVANGUARD S&P 500 ETF | 10,228 | $7.0M | 0.7% |
| 37 | MAMASTERCARD INC CLASS A | 13,121 | $6.7M | 0.7% |
| 38 | SNXTD SYNNEX CORP | 23,891 | $6.4M | 0.6% |
| 39 | BABOEING CO | 29,083 | $6.3M | 0.6% |
| 40 | FNFABRINET F | 11,181 | $6.3M | 0.6% |
| 41 | PHPARKER-HANNIFIN CORP | 6,393 | $6.3M | 0.6% |
| 42 | WFRDWEATHERFORD INTL PLC F | 76,412 | $6.2M | 0.6% |
| 43 | CORTCORCEPT THERAPEUTICS INC | 68,196 | $5.9M | 0.6% |
| 44 | VLOVALERO ENERGY CORP NEW | 21,707 | $5.7M | 0.6% |
| 45 | CFGCITIZENS FINL GROUP INC | 78,867 | $5.5M | 0.6% |
| 46 | GSKGSK PLC ADR F | 105,124 | $5.5M | 0.6% |
| 47 | IBKRINTERACTIVE BROKERS GROU CLASS A | 62,757 | $5.5M | 0.6% |
| 48 | SLBSLB LIMITED F | 116,171 | $5.4M | 0.5% |
| 49 | KNXKNIGHT-SWIFT TRANSN HLDG CLASS A | 68,006 | $5.3M | 0.5% |
| 50 | ADMARCHER-DANIELS MIDLAND C | 69,210 | $5.3M | 0.5% |
| 51 | CATCATERPILLAR INC | 4,839 | $5.2M | 0.5% |
| 52 | ARANTERO RES CORP | 145,470 | $5.1M | 0.5% |
| 53 | CAECAE INC F | 196,476 | $4.9M | 0.5% |
| 54 | FNBF N B CORP PA | 255,191 | $4.9M | 0.5% |
| 55 | IONSIONIS PHARMACEUTICALS IN | 60,842 | $4.8M | 0.5% |
| 56 | COSTCOSTCO WHSL CORP NEW | 5,135 | $4.8M | 0.5% |
| 57 | PEPLPRESTIGE ESTATES PROJECTS INR 10.0 | 290,322 | $4.8M | 0.5% |
| 58 | NXPINXP SEMICONDUCTORS N V F | 16,983 | $4.8M | 0.5% |
| 59 | KEXKIRBY CORP | 34,649 | $4.7M | 0.5% |
| 60 | AXSMAXSOME THERAPEUTICS INC. | 19,170 | $4.7M | 0.5% |
| 61 | MRTNMARTEN TRANS LTD | 270,445 | $4.7M | 0.5% |
| 62 | PEVERPURE INC CLASS A | 59,266 | $4.7M | 0.5% |
| 63 | MCKMCKESSON CORP | 6,143 | $4.6M | 0.5% |
| 64 | NBIXNEUROCRINE BIOSCIENCES I | 27,446 | $4.6M | 0.5% |
| 65 | ZETAZETA GLOBAL HLDGS CORP CLASS A | 232,253 | $4.6M | 0.5% |
| 66 | UUUUENERGY FUELS INC F | 313,524 | $4.5M | 0.5% |
| 67 | SNASNAP ON INC | 11,259 | $4.5M | 0.5% |
| 68 | WTTRSELECT WATER SOLUTIO A CLASS A | 226,325 | $4.5M | 0.5% |
| 69 | HIGHARTFORD INS GROUP INC | 34,075 | $4.5M | 0.5% |
| 70 | RRCRANGE RES CORP | 120,781 | $4.5M | 0.5% |
| 71 | NXENEXGEN ENERGY LTD F | 478,145 | $4.5M | 0.5% |
| 72 | ETERNALETERNAL LTD | 1.6M | $4.5M | 0.5% |
| 73 | AZNNASTRAZENECA PLC F | 23,593 | $4.5M | 0.5% |
| 74 | WMWASTE MGMT INC DEL | 19,874 | $4.4M | 0.5% |
| 75 | AMGNAMGEN INC | 12,227 | $4.4M | 0.4% |
| 76 | LHXL3HARRIS TECHNOLOGIES IN | 15,001 | $4.4M | 0.4% |
| 77 | TJXTJX COS INC NEW | 28,674 | $4.3M | 0.4% |
| 78 | SSNLFSAMSUNG ELECTRONICS CO LT KRW 100.0 | 20,000 | $4.3M | 0.4% |
| 79 | LTLARSEN plus TOUBRO LTD INR 2.0 | 98,141 | $4.3M | 0.4% |
| 80 | OLNOLIN CORP | 215,050 | $4.3M | 0.4% |
| 81 | BDCBELDEN INC NEW | 35,469 | $4.3M | 0.4% |
| 82 | PTENPATTERSON-UTI ENERGY INC | 459,416 | $4.2M | 0.4% |
| 83 | ALBALBEMARLE CORP | 30,710 | $4.1M | 0.4% |
| 84 | HDFCBHDFC BANK LTD INR 1.0 | 490,560 | $4.1M | 0.4% |
| 85 | EOPTOLINK TECHNOLOGY INC LT CNY 1.0 | 45,820 | $4.1M | 0.4% |
| 86 | OSISOSI SYS INC | 18,722 | $4.1M | 0.4% |
| 87 | RRXREGAL REXNORD CORP | 17,085 | $4.1M | 0.4% |
| 88 | GXOGXO LOGISTICS INC | 79,094 | $4.0M | 0.4% |
| 89 | FLRFLUOR CORP NEW | 76,417 | $4.0M | 0.4% |
| 90 | UPSUNITED PARCEL SVC INC CLASS B | 36,648 | $3.9M | 0.4% |
| 91 | CVXCHEVRON CORP NEW | 23,466 | $3.9M | 0.4% |
| 92 | ASPEED TECHNOLOGY INC TWD 10.0 | 7,500 | $3.9M | 0.4% |
| 93 | UNPUNION PAC CORP | 14,192 | $3.9M | 0.4% |
| 94 | AVNTAVIENT CORP | 100,699 | $3.7M | 0.4% |
| 95 | LMTLOCKHEED MARTIN CORP | 7,284 | $3.7M | 0.4% |
| 96 | CORCENCORA INC CLASS SERIES A | 13,057 | $3.7M | 0.4% |
| 97 | TELTE CONNECTIVITY PLC F | 17,853 | $3.6M | 0.4% |
| 98 | APDAIR PRODS & CHEMS INC | 12,194 | $3.6M | 0.4% |
| 99 | FANGDIAMONDBACK ENERGY INC | 20,147 | $3.5M | 0.4% |
| 100 | SFSTIFEL FINL CORP | 50,151 | $3.5M | 0.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.