Stanley-Laman Group, Ltd. Top Holdings and 13F Report (2025) About Stanley-Laman Group, Ltd.Investment ActivityStanley-Laman Group, Ltd. has $701.80 million in total holdings as of September 30, 2025.Stanley-Laman Group, Ltd. owns shares of 252 different stocks, but just 104 companies or ETFs make up 80% of its holdings.Approximately 28.55% of the portfolio was purchased this quarter.About 28.44% of the portfolio was sold this quarter.This quarter, Stanley-Laman Group, Ltd. has purchased 284 new stocks and bought additional shares in 40 stocks.Stanley-Laman Group, Ltd. sold shares of 94 stocks and completely divested from 81 stocks this quarter.Largest Holdings Microsoft $20,927,867Alphabet $17,799,146Amazon.com $15,061,185NVIDIA $13,767,738Cameco $12,983,541 Largest New Holdings this Quarter 040413205 - ARISTA NETWORKS INC $8,899,675 Holding512807306 - LAM RESH CORP $8,788,794 Holding609839105 - Monolithic Power Systems $8,502,110 Holding482480100 - KLA $8,226,482 Holding697435105 - Palo Alto Networks $6,953,012 Holding Largest Purchases this Quarter Alphabet 38,915 shares (about $9.46M)ARISTA NETWORKS INC 61,078 shares (about $8.90M)LAM RESH CORP 65,637 shares (about $8.79M)Monolithic Power Systems 9,235 shares (about $8.50M)ASML 8,688 shares (about $8.41M) Largest Sales this Quarter Energy Fuels 269,202 shares (about $4.13M)Onto Innovation 20,715 shares (about $2.68M)Elevance Health 7,636 shares (about $2.47M)Neurocrine Biosciences 17,167 shares (about $2.41M)ETERNAL LTD 573,513 shares (about $2.10M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStanley-Laman Group, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$20,927,867$6,061,079 ▲40.8%40,4053.0%Computer and TechnologyGOOGLAlphabet$17,799,146$9,460,286 ▲113.4%73,2172.5%Computer and TechnologyAMZNAmazon.com$15,061,185$7,805,714 ▲107.6%68,5942.1%Retail/WholesaleNVDANVIDIA$13,767,738$6,650,831 ▲93.5%73,7902.0%Computer and TechnologyCCJCameco$12,983,541$1,843,662 ▼-12.4%154,8241.9%Basic MaterialsAVGOBroadcom$11,343,955$6,462,607 ▲132.4%34,3851.6%Computer and TechnologyRTXRTX$10,635,208$166,327 ▼-1.5%63,5581.5%AerospaceMETAMeta Platforms$9,513,893$8,113,430 ▲579.3%12,9551.4%Computer and TechnologyAAPLApple$9,173,451$41,759 ▼-0.5%36,0271.3%Computer and TechnologyARISTA NETWORKS INC$8,899,675$8,899,675 ▲New Holding61,0781.3%COM SHSASMLASML$8,882,226$8,410,766 ▲1,784.0%9,1751.3%Computer and TechnologyLAM RESH CORP$8,788,794$8,788,794 ▲New Holding65,6371.3%COM NEWLINDE PLC F$8,642,565$740,995 ▼-7.9%18,1951.2%COMTSMTaiwan Semiconductor Manufacturing$8,578,392$7,817,885 ▲1,028.0%30,7151.2%Computer and TechnologyMPWRMonolithic Power Systems$8,502,110$8,502,110 ▲New Holding9,2351.2%Computer and TechnologyORCLOracle$8,419,482$7,872,189 ▲1,438.4%29,9371.2%Computer and TechnologyETREntergy$8,336,818$417,214 ▼-4.8%89,4601.2%UtilitiesKLACKLA$8,226,482$8,226,482 ▲New Holding7,6271.2%Computer and TechnologyTTITetra Technologies$7,394,374$48,484 ▼-0.7%1,285,9781.1%EnergyPANWPalo Alto Networks$6,953,012$6,953,012 ▲New Holding34,1471.0%Computer and TechnologyUUUUEnergy Fuels$6,832,592$4,132,251 ▼-37.7%445,1201.0%Basic MaterialsSNPSSynopsys$6,353,383$5,365,123 ▲542.9%12,8770.9%Computer and TechnologyARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS$6,218,768$6,218,768 ▲New Holding43,9520.9%SPONSORED ADRAMDAdvanced Micro Devices$6,192,350$6,192,350 ▲New Holding38,2740.9%Computer and TechnologyCDNSCadence Design Systems$6,176,907$6,176,907 ▲New Holding17,5850.9%Computer and TechnologyISRGIntuitive Surgical$6,017,927$5,743,328 ▲2,091.5%13,4560.9%MedicalETERNAL LTD$5,871,014$2,104,439 ▼-26.4%1,600,0000.8%COMINTUIntuit$5,711,859$34,828 ▲0.6%8,3640.8%Computer and TechnologyVALValaris$5,704,090$61,987 ▼-1.1%116,9590.8%EnergyBHARAT ELECTRONICS LTD INR 1.0$5,686,954$346,204 ▼-5.7%1,250,0000.8%COMTTWOTake-Two Interactive Software$5,599,178$44,438 ▼-0.8%21,6720.8%Consumer DiscretionaryPRESTIGE ESTATES PROJECTS INR 10.0$5,495,062$391,179 ▼-6.6%323,0910.8%COMCAECAE$5,462,859$4,239 ▼-0.1%184,3070.8%AerospaceVOOVanguard S&P 500 ETF$5,315,706$179,436 ▼-3.3%8,6800.8%ETFHDFC BANK LTD INR 1.0$5,255,127$2,627,564 ▲100.0%490,5600.7%COMAIRAAR$5,238,970$927,367 ▼-15.0%58,4250.7%AerospaceMAMastercard$5,180,264$2,275 ▲0.0%9,1070.7%Business ServicesCVSCVS Health$5,034,243$35,961 ▼-0.7%66,7760.7%MedicalBABoeing$4,998,623$79,641 ▼-1.6%23,1600.7%AerospaceCGCarlyle Group$4,993,195$87,906 ▼-1.7%79,6360.7%FinanceCCCSCCC Intelligent Solutions$4,958,464$507,008 ▲11.4%544,2880.7%Computer and TechnologyJBLJabil$4,918,301$48,864 ▼-1.0%22,6470.7%Computer and TechnologyWFRDWeatherford International$4,877,485$56,113 ▼-1.1%71,2770.7%EnergyLHXL3Harris Technologies$4,823,429$138,659 ▼-2.8%15,7930.7%AerospacePSTGPure Storage$4,414,859$993,567 ▼-18.4%52,6770.6%Computer and TechnologyPHParker-Hannifin$4,411,163$1,166,858 ▼-20.9%5,8180.6%IndustrialsOSISOSI Systems$4,373,414$733,015 ▼-14.4%17,5470.6%Computer and TechnologyMCKMcKesson$4,362,640$17,769 ▲0.4%5,6470.6%MedicalNTNXNutanix$4,320,497$15,250 ▼-0.4%58,0790.6%Computer and TechnologyCOSTCostco Wholesale$4,303,346$36,100 ▼-0.8%4,6490.6%Retail/WholesaleONTOOnto Innovation$4,294,368$2,676,792 ▼-38.4%33,2330.6%Computer and TechnologyHIGThe Hartford Insurance Group$4,234,250$30,813 ▼-0.7%31,7430.6%FinanceMRVLMarvell Technology$4,221,543$40,774 ▼-1.0%50,2150.6%Computer and TechnologyGSKGSK$4,189,250$33,708 ▼-0.8%97,0630.6%MedicalWMWaste Management$4,157,158$364,152 ▼-8.1%18,8250.6%Business ServicesLARSEN plus TOUBRO LTD INR 2.0$4,128,1130.0%100,0000.6%COMIBKRInteractive Brokers Group$4,126,716$632,291 ▼-13.3%59,9730.6%FinancePTCPTC$4,117,652$686,817 ▼-14.3%20,2820.6%Computer and TechnologyINFO EDGE INDIA LTD INR 2.0$4,087,4360.0%277,1850.6%COMLNTHLantheus$4,087,095$1,140,125 ▲38.7%79,6860.6%MedicalADMArcher Daniels Midland$3,983,158$520,215 ▼-11.6%66,6750.6%Consumer StaplesWTTRSelect Water Solutions$3,966,775$82,324 ▼-2.0%371,0730.6%Business ServicesNXENexGen Energy$3,953,886$83,047 ▼-2.1%441,7750.6%Basic MaterialsTJXTJX Companies$3,949,885$109,852 ▼-2.7%27,3270.6%Retail/WholesaleVLOValero Energy$3,923,408$152,550 ▼-3.7%23,0440.6%EnergyCORCencora$3,913,627$551,321 ▼-12.3%12,5220.6%MedicalNXPINXP Semiconductors$3,911,718$203,818 ▼-5.0%17,1770.6%Computer and TechnologyGXOGXO Logistics$3,833,785$1,474,468 ▼-27.8%72,4860.5%TransportationFNBF.N.B.$3,789,539$11,325 ▼-0.3%235,2290.5%FinanceADPAutomatic Data Processing$3,755,602$108,301 ▼-2.8%12,7960.5%Computer and TechnologySNASnap-On$3,719,636$110,889 ▼-2.9%10,7340.5%Consumer DiscretionaryGDDYGoDaddy$3,709,735$3,709,735 ▲New Holding27,1120.5%Computer and TechnologySNXTD SYNNEX$3,709,154$471,279 ▼-11.3%22,6510.5%Computer and TechnologyAZNAstraZeneca$3,706,735$206,224 ▼-5.3%48,3150.5%MedicalSLBSLB$3,699,646$841,135 ▲29.4%107,6420.5%EnergyALAir Lease$3,686,436$1,561,152 ▼-29.7%57,9170.5%TransportationSBSWSibanye Gold$3,679,358$3,679,358 ▲New Holding327,3450.5%Basic MaterialsRAMPLiveRamp$3,650,819$34,793 ▼-0.9%134,5180.5%Business ServicesRELIANCE INDUSTRIES LTD INR 10.0$3,625,5040.0%236,0000.5%COMSFStifel Financial$3,620,476$99,399 ▼-2.7%31,9070.5%FinanceNBIXNeurocrine Biosciences$3,559,195$2,409,904 ▼-40.4%25,3540.5%MedicalHONHoneywell International$3,505,052$259,758 ▼-6.9%16,6510.5%Multi-Sector ConglomeratesLMTLockheed Martin$3,497,363$331,466 ▼-8.7%7,0060.5%AerospaceAONAON$3,423,168$464,624 ▼-12.0%9,6000.5%FinanceHCSGHealthcare Services Group$3,409,034$1,182,004 ▼-25.7%202,5570.5%Business ServicesCVXChevron$3,405,711$110,723 ▼-3.1%21,9310.5%EnergyALBAlbemarle$3,393,198$3,393,198 ▲New Holding41,8500.5%Basic MaterialsAMGNAmgen$3,313,409$139,129 ▼-4.0%11,7410.5%MedicalCOHUCohu$3,109,331$3,109,331 ▲New Holding152,9430.4%Computer and TechnologyUNPUnion Pacific$3,069,633$97,617 ▼-3.1%12,9870.4%TransportationFLRFluor$2,972,414$801,097 ▼-21.2%70,6540.4%ConstructionSLIStandard Lithium$2,909,112$2,909,112 ▲New Holding863,2380.4%EnergyLLYEli Lilly and Company$2,899,510$128,952 ▼-4.3%3,8000.4%MedicalKEXKirby$2,837,383$20,028 ▼-0.7%34,0010.4%TransportationZETA GLOBAL HLDGS CORP CLASS A$2,833,760$2,833,760 ▲New Holding142,6150.4%CL ASCIService Corporation International$2,813,275$81,806 ▼-2.8%33,8050.4%Consumer StaplesAOSA. O. Smith$2,811,791$83,393 ▼-2.9%38,3030.4%IndustrialsCPRXCatalyst Pharmaceuticals$2,810,875$26,300 ▼-0.9%142,6840.4%MedicalMTRXMatrix Service$2,763,542$95,916 ▼-3.4%211,2800.4%EnergyFANGDiamondback Energy$2,722,154$77,988 ▼-2.8%19,0230.4%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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