Stanley-Laman Group, Ltd. Top Holdings and 13F Report (2025) About Stanley-Laman Group, Ltd.Investment ActivityStanley-Laman Group, Ltd. has $649.90 million in total holdings as of March 31, 2025.Stanley-Laman Group, Ltd. owns shares of 283 different stocks, but just 110 companies or ETFs make up 80% of its holdings.Approximately 14.44% of the portfolio was purchased this quarter.About 30.31% of the portfolio was sold this quarter.This quarter, Stanley-Laman Group, Ltd. has purchased 283 new stocks and bought additional shares in 92 stocks.Stanley-Laman Group, Ltd. sold shares of 85 stocks and completely divested from 37 stocks this quarter.Largest Holdings Microsoft $12,159,210Okta $9,996,321LINDE PLC F $9,850,356Vanguard S&P 500 ETF $9,782,249Cameco $9,723,433 Largest New Holdings this Quarter 23804L103 - Datadog $6,072,346 Holding49845K101 - KLAVIYO INC $4,846,956 Holding67059N108 - Nutanix $4,042,348 Holding12510Q100 - CCC Intelligent Solutions $3,798,253 Holding14888U101 - Catalyst Pharmaceuticals $3,502,379 Holding Largest Purchases this Quarter Datadog 61,207 shares (about $6.07M)Dynatrace 117,251 shares (about $5.53M)HubSpot 9,333 shares (about $5.33M)KLAVIYO INC 160,177 shares (about $4.85M)Intuit 7,229 shares (about $4.44M) Largest Sales this Quarter Berkshire Hathaway 99 shares (about $79.05M)Gambling.com Group 874,973 shares (about $11.04M)Vanguard S&P 500 ETF 17,715 shares (about $9.10M)Alphabet 22,381 shares (about $3.46M)Applied Materials 22,394 shares (about $3.25M) 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$12,159,210$151,282 ▼-1.2%32,3911.9%Computer and TechnologyOKTAOkta$9,996,321$3,883,565 ▲63.5%95,0041.5%Computer and TechnologyLINDE PLC F$9,850,356$48,893 ▲0.5%21,1541.5%COMVOOVanguard S&P 500 ETF$9,782,249$9,103,890 ▼-48.2%19,0351.5%ETFCCJCameco$9,723,433$61,370 ▲0.6%236,2351.5%Basic MaterialsRTXRTX$9,364,425$43,712 ▼-0.5%70,6961.4%AerospaceETREntergy$8,684,984$262,111 ▼-2.9%101,5911.3%UtilitiesAAPLApple$8,647,374$521,788 ▼-5.7%38,9291.3%Computer and TechnologySNOWSnowflake$8,337,843$63,580 ▼-0.8%57,0461.3%Computer and TechnologyZSZscaler$8,249,312$3,714,819 ▲81.9%41,5751.3%Computer and TechnologyFRSHFreshworks$7,749,014$137,262 ▼-1.7%549,1861.2%Computer and TechnologyPATHUiPath$7,590,688$4,006,401 ▲111.8%736,9601.2%Business ServicesTEAMAtlassian$7,382,786$120,747 ▼-1.6%34,7901.1%Computer and TechnologySSentinelOne$7,047,295$3,221,296 ▲84.2%387,6401.1%Computer and TechnologyESTCElastic$7,001,567$84,467 ▼-1.2%78,5811.1%Computer and TechnologyMDBMongoDB$6,273,532$607,936 ▲10.7%35,7671.0%Computer and TechnologyDTDynatrace$6,082,020$5,528,385 ▲998.6%128,9930.9%Computer and TechnologyDDOGDatadog$6,072,346$6,072,346 ▲New Holding61,2070.9%Computer and TechnologyHUBSHubSpot$6,047,105$5,331,850 ▲745.4%10,5850.9%Computer and TechnologyLNTHLantheus$5,895,626$81,008 ▼-1.4%60,4060.9%MedicalCXMSprinklr$5,758,243$646,816 ▲12.7%689,6100.9%Business ServicesCFLTConfluent$5,731,807$2,782,469 ▲94.3%244,5310.9%Computer and TechnologyMCKMcKesson$5,672,016$1,346 ▲0.0%8,4280.9%MedicalGOOGLAlphabet$5,648,563$3,461,015 ▼-38.0%36,5270.9%Computer and TechnologyMAMastercard$5,524,008$377,658 ▼-6.4%10,0780.8%Business ServicesCVSCVS Health$5,387,971$77,574 ▼-1.4%79,5270.8%MedicalINTUIntuit$5,322,679$4,438,533 ▲502.0%8,6690.8%Computer and TechnologyHDFC BANK LTD INR 1.0$5,241,4980.0%245,2800.8%COMOSISOSI Systems$5,116,778$576,024 ▼-10.1%26,3290.8%Computer and TechnologyETERNAL LTD$5,115,1210.0%2,173,5130.8%COMCORCencora$5,101,625$380,710 ▼-6.9%18,3450.8%MedicalWMWaste Management$5,092,918$253,963 ▼-4.7%21,9990.8%Business ServicesPHParker-Hannifin$4,984,485$792,655 ▼-13.7%8,2000.8%IndustrialsCAECAE$4,968,262$728,061 ▼-12.8%202,0440.8%AerospaceTTWOTake-Two Interactive Software$4,941,255$2,366,588 ▼-32.4%23,8420.8%Consumer DiscretionaryCOSTCostco Wholesale$4,939,854$436,954 ▼-8.1%5,2230.8%Retail/WholesaleAMZNAmazon.com$4,921,455$1,512,567 ▼-23.5%25,8670.8%Retail/WholesaleKLAVIYO INC$4,846,956$4,846,956 ▲New Holding160,1770.7%COM SER APRESTIGE ESTATES PROJECTS INR 10.0$4,791,0360.0%346,0910.7%COMBLBlackLine$4,787,721$269,506 ▲6.0%98,8790.7%Computer and TechnologyGSKGSK$4,785,629$631,966 ▲15.2%123,5320.7%MedicalTTITETRA Technologies$4,757,448$105,491 ▲2.3%1,415,9070.7%EnergyAONAON$4,716,446$205,132 ▼-4.2%11,8180.7%FinanceBHARAT ELECTRONICS LTD INR 1.0$4,670,135$1,408,687 ▼-23.2%1,326,0960.7%COMINFO EDGE INDIA LTD INR 10.0$4,614,815$1,748,131 ▼-27.5%55,4370.7%COMVALValaris$4,576,146$1,328,951 ▲40.9%116,5600.7%EnergyAPPNAppian$4,571,427$455,630 ▲11.1%158,6750.7%Computer and TechnologyLLYEli Lilly and Company$4,511,197$152,796 ▲3.5%5,4620.7%MedicalADPAutomatic Data Processing$4,393,971$542,334 ▼-11.0%14,3810.7%Business ServicesALAir Lease$4,387,235$45,412 ▼-1.0%90,8140.7%TransportationAZNAstraZeneca$4,325,411$706,631 ▲19.5%58,8490.7%MedicalTJXTJX Companies$4,310,827$562,224 ▼-11.5%35,3930.7%Retail/WholesaleNVDANVIDIA$4,253,156$2,257,664 ▼-34.7%39,2430.7%Computer and TechnologyHIGThe Hartford Financial Services Group$4,243,219$37,738 ▼-0.9%34,2940.7%FinanceAIRAAR$4,203,337$128,665 ▼-3.0%75,0730.6%AerospaceHONHoneywell International$4,196,364$606,650 ▼-12.6%19,8180.6%Multi-Sector ConglomeratesCVXChevron$4,134,666$150,391 ▼-3.5%24,7160.6%EnergyAMGNAmgen$4,117,029$1,016,250 ▲32.8%13,2150.6%MedicalLARSEN plus TOUBRO LTD INR 2.0$4,079,090$407,909 ▼-9.1%100,0000.6%COMSNASnap-on$4,067,864$207,606 ▼-4.9%12,0700.6%Consumer DiscretionaryBABoeing$4,066,935$8,698 ▼-0.2%23,8460.6%AerospaceNTNXNutanix$4,042,348$4,042,348 ▲New Holding57,9050.6%Computer and TechnologyPTCPTC$3,991,202$83,828 ▼-2.1%25,7580.6%Computer and TechnologyADMArcher-Daniels-Midland$3,941,718$211,580 ▲5.7%82,1020.6%Consumer StaplesGXOGXO Logistics$3,937,740$1,648,082 ▲72.0%100,7610.6%TransportationFLRFluor$3,922,039$73,467 ▼-1.8%109,4930.6%ConstructionELVElevance Health$3,895,180$324,925 ▲9.1%8,9550.6%MedicalJBLJabil$3,879,921$870,172 ▼-18.3%28,5140.6%Computer and TechnologyNXPINXP Semiconductors$3,867,721$235,864 ▲6.5%20,3500.6%Computer and TechnologyKEXKirby$3,831,814$87,677 ▼-2.2%37,9350.6%TransportationCGThe Carlyle Group$3,819,242$823,114 ▼-17.7%87,6170.6%FinanceCCCSCCC Intelligent Solutions$3,798,253$3,798,253 ▲New Holding420,6260.6%Computer and TechnologyLHXL3Harris Technologies$3,696,998$95,654 ▲2.7%17,6630.6%AerospaceSDGRSchrödinger$3,690,985$543,067 ▲17.3%186,9800.6%MedicalLMTLockheed Martin$3,668,591$129,553 ▲3.7%8,2120.6%AerospaceBRKRBruker$3,662,101$61,441 ▼-1.7%87,7360.6%Computer and TechnologyNBIXNeurocrine Biosciences$3,612,085$1,050,589 ▼-22.5%32,6590.6%MedicalHCSGHealthcare Services Group$3,594,306$13,386 ▼-0.4%356,5780.6%Business ServicesSLBSchlumberger$3,520,416$231,072 ▲7.0%84,2200.5%EnergyRELIANCE INDUSTRIES LTD INR 10.0$3,519,4090.0%236,0000.5%COMCPRXCatalyst Pharmaceuticals$3,502,379$3,502,379 ▲New Holding144,4280.5%MedicalSYYSysco$3,486,284$49,526 ▲1.4%46,4590.5%Consumer StaplesWTTRSelect Water Solutions$3,485,076$144,543 ▼-4.0%331,9120.5%Business ServicesUNPUnion Pacific$3,458,784$396,646 ▼-10.3%14,6410.5%TransportationVLOValero Energy$3,449,061$147,128 ▼-4.1%26,1150.5%EnergyQCOMQUALCOMM$3,424,737$932,260 ▼-21.4%22,2950.5%Computer and TechnologyFANGDiamondback Energy$3,412,601$186,098 ▼-5.2%21,3450.5%EnergyBILLBILL$3,354,651$44,009 ▼-1.3%73,1020.5%Computer and TechnologyOWLBlue Owl Capital$3,340,508$192,785 ▼-5.5%166,6920.5%FinanceSFStifel Financial$3,306,521$178,998 ▼-5.1%35,0790.5%FinanceBIOCON LTD INR5$3,176,6940.0%800,0000.5%COMWFRDWeatherford International$3,167,429$1,085,244 ▲52.1%59,1490.5%EnergySPSCSPS Commerce$3,152,736$3,152,736 ▲New Holding23,7530.5%Business ServicesPSTGPure Storage$3,124,134$28,731 ▲0.9%70,5700.5%Computer and TechnologyIBKRInteractive Brokers Group$3,122,898$598,449 ▼-16.1%18,8590.5%FinanceSCIService Co. International$3,042,016$173,875 ▼-5.4%37,9300.5%Consumer StaplesPUMPProPetro$2,975,059$394,364 ▼-11.7%404,7700.5%EnergyRAMPLiveRamp$2,934,816$891,374 ▲43.6%112,2730.5%Business ServicesMTRXMatrix Service$2,924,878$1,006,084 ▼-25.6%235,3080.5%EnergyPTENPatterson-UTI Energy$2,891,638$260,335 ▲9.9%351,7810.4%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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