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Stanley-Laman Group, Ltd. Top Holdings and 13F Report (2026)

About Stanley-Laman Group, Ltd.

Investment Activity

  • Stanley-Laman Group, Ltd. has $814.45 million in total holdings as of March 31, 2026.
  • Stanley-Laman Group, Ltd. owns shares of 295 different stocks, but just 107 companies or ETFs make up 80% of its holdings.
  • Approximately 11.87% of the portfolio was purchased this quarter.
  • About 10.05% of the portfolio was sold this quarter.
  • This quarter, Stanley-Laman Group, Ltd. has purchased 306 new stocks and bought additional shares in 139 stocks.
  • Stanley-Laman Group, Ltd. sold shares of 47 stocks and completely divested from 43 stocks this quarter.

Largest Holdings

Alphabet
$21,855,581
Amazon.com
$16,395,014
RTX
$15,852,331
Cameco
$14,187,833
LAM RESH CORP
$14,084,040

Largest New Holdings this Quarter

032654105 - Analog Devices
$6,009,665 Holding
42824C109 - Hewlett Packard Enterprise
$5,999,501 Holding
595112103 - Micron Technology
$5,365,237 Holding
71654V101 - Petroleo Brasileiro S.A.- Petrobras
$3,627,245 Holding
573075108 - Marten Transport
$3,577,521 Holding

Largest Purchases this Quarter

ASML
4,957 shares (about $6.55M)
Vertiv
25,989 shares (about $6.51M)
Applied Materials
18,056 shares (about $6.17M)
Analog Devices
18,890 shares (about $6.01M)
Hewlett Packard Enterprise
251,974 shares (about $6.00M)

Largest Sales this Quarter

Palo Alto Networks
36,602 shares (about $5.87M)
Microsoft
14,805 shares (about $5.48M)
ASTRAZENECA PLC F
26,062 shares (about $5.14M)
Synopsys
12,117 shares (about $4.80M)
BHARAT ELECTRONICS LTD INR 1.0
600,000 shares (about $2.54M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofStanley-Laman Group, Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Alphabet Inc. stock logo
GOOGL
Alphabet
$21,855,581$363,761 1.7%76,0042.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$16,395,014$536,295 3.4%78,7202.0%Retail/Wholesale
RTX Corporation stock logo
RTX
RTX
$15,852,331$359,759 2.3%82,1791.9%Aerospace
Cameco Corporation stock logo
CCJ
Cameco
$14,187,833$1,025,713 -6.7%130,6311.7%Basic Materials
LAM RESH CORP
$14,084,040$113,881 0.8%65,9181.7%COM NEW
NVIDIA Corporation stock logo
NVDA
NVIDIA
$13,509,373$470,182 3.6%77,4621.7%Computer and Technology
ASML Holding N.V. stock logo
ASML
ASML
$12,310,136$6,547,355 113.6%9,3201.5%Computer and Technology
KLA Corporation stock logo
KLAC
KLA
$11,445,043$223,806 2.0%7,7731.4%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$11,123,170$309,819 2.9%35,9381.4%Computer and Technology
Entergy Corporation stock logo
ETR
Entergy
$10,905,667$295,956 2.8%97,0601.3%Utilities
Microsoft Corporation stock logo
MSFT
Microsoft
$10,866,926$5,480,289 -33.5%29,3571.3%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$10,833,237$663,151 6.5%42,6861.3%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$10,631,231$248,055 2.4%31,4581.3%Computer and Technology
Valaris Limited stock logo
VAL
Valaris
$10,375,279$1,597,562 -13.3%105,8271.3%Energy
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$10,319,037$219,763 2.2%9,4381.3%Computer and Technology
LINDE PLC F
$9,962,464$421,899 4.4%20,0951.2%COM
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$8,048,424$337,445 4.4%17,4591.0%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$8,023,076$248,795 3.2%39,4391.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$7,835,321$569,842 7.8%13,6951.0%Computer and Technology
ARISTA NETWORKS INC
$7,732,562$224,196 3.0%62,9790.9%COM SHS
Tetra Technologies, Inc. stock logo
TTI
Tetra Technologies
$7,640,864$1,111,681 -12.7%896,8150.9%Energy
Vertiv Holdings Co. stock logo
VRT
Vertiv
$7,342,495$6,512,323 784.5%29,3020.9%Computer and Technology
Weatherford International PLC stock logo
WFRD
Weatherford International
$7,276,229$148,396 2.1%76,9320.9%Energy
ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS
$7,138,752$570,779 8.7%47,1890.9%SPONSORED ADR
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$6,883,992$6,171,360 866.0%20,1410.8%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$6,541,706$139,908 2.2%13,0920.8%Business Services
Jabil, Inc. stock logo
JBL
Jabil
$6,537,770$76,768 1.2%24,6120.8%Computer and Technology
Lantheus Holdings, Inc. stock logo
LNTH
Lantheus
$6,483,203$760,624 13.3%85,4740.8%Medical
Cohu, Inc. stock logo
COHU
Cohu
$6,399,947$412,635 6.9%209,0120.8%Computer and Technology
Olin Corporation stock logo
OLN
Olin
$6,383,140$1,071,051 20.2%214,7040.8%Basic Materials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,242,648$296,174 5.0%6,7870.8%Medical
AAR Corp. stock logo
AIR
AAR
$6,198,501$660,153 -9.6%56,6280.8%Aerospace
Antero Resources Corporation stock logo
AR
Antero Resources
$6,185,545$416,506 7.2%145,7480.8%Energy
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,103,806$2,432,559 -28.5%10,2150.7%ETF
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$6,016,139$239,932 -3.8%29,3370.7%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$6,009,665$6,009,665 New Holding18,8900.7%Computer and Technology
SLB Limited stock logo
SLB
SLB
$6,004,642$194,922 3.4%116,8450.7%Energy
Hewlett Packard Enterprise Company stock logo
HPE
Hewlett Packard Enterprise
$5,999,501$5,999,501 New Holding251,9740.7%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$5,810,880$180,122 3.2%29,1960.7%Aerospace
GSK PLC Sponsored ADR stock logo
GSK
GSK
$5,804,639$57,397 1.0%105,1760.7%Medical
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$5,783,917$143,580 2.5%16,7580.7%Aerospace
Energy Fuels Inc stock logo
UUUU
Energy Fuels
$5,750,301$222,285 -3.7%315,0850.7%Basic Materials
Patterson-UTI Energy, Inc. stock logo
PTEN
Patterson-UTI Energy
$5,746,765$343,517 6.4%530,6340.7%Energy
Albemarle Corporation stock logo
ALB
Albemarle
$5,730,429$420,281 -6.8%31,9190.7%Basic Materials
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$5,719,181$125,342 2.2%6,3880.7%Industrials
Take-Two Interactive Software, Inc. stock logo
TTWO
Take-Two Interactive Software
$5,619,270$1,066,698 23.4%28,4520.7%Consumer Discretionary
NexGen Energy stock logo
NXE
NexGen Energy
$5,561,492$84,958 1.6%479,4390.7%Basic Materials
Valero Energy Corporation stock logo
VLO
Valero Energy
$5,491,473$126,014 2.3%22,2250.7%Energy
Range Resources Corporation stock logo
RRC
Range Resources
$5,391,151$1,688,287 45.6%119,3260.7%Energy
Micron Technology, Inc. stock logo
MU
Micron Technology
$5,365,237$5,365,237 New Holding15,8810.7%Computer and Technology
McKesson Corporation stock logo
MCK
McKesson
$5,306,555$115,097 2.2%6,1320.7%Medical
Select Water Solutions, Inc. stock logo
WTTR
Select Water Solutions
$5,301,338$550,937 -9.4%346,4930.7%Business Services
CVS Health Corporation stock logo
CVS
CVS Health
$5,201,251$142,275 2.8%72,4210.6%Medical
Archer Daniels Midland Company stock logo
ADM
Archer Daniels Midland
$5,143,939$118,776 2.4%70,7650.6%Consumer Staples
CAE Inc stock logo
CAE
CAE
$5,142,374$72,419 1.4%197,4040.6%Aerospace
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$5,108,856$184,345 3.7%5,1270.6%Retail/Wholesale
OSI Systems, Inc. stock logo
OSIS
OSI Systems
$4,990,526$87,618 -1.7%18,7960.6%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$4,948,999$234,829 5.0%23,9200.6%Energy
Kirby Corporation stock logo
KEX
Kirby
$4,903,006$91,289 1.9%36,8980.6%Transportation
ASTRAZENECA PLC F
$4,743,141$5,139,948 -52.0%24,0500.6%SPONSORED ADR
Citizens Financial Group, Inc. stock logo
CFG
Citizens Financial Group
$4,733,748$337,093 7.7%78,9350.6%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$4,677,974$177,394 3.9%20,3580.6%Business Services
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$4,672,304$117,858 2.6%29,2570.6%Retail/Wholesale
The Hartford Insurance Group, Inc. stock logo
HIG
The Hartford Insurance Group
$4,629,822$91,820 2.0%34,2370.6%Finance
LyondellBasell Industries N.V. stock logo
LYB
LyondellBasell Industries
$4,600,091$296,302 6.9%57,1010.6%Basic Materials
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$4,519,681$120,275 2.7%7,4780.6%Aerospace
Amgen Inc. stock logo
AMGN
Amgen
$4,385,781$94,647 2.2%12,4650.5%Medical
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$4,293,820$93,428 2.2%64,0200.5%Finance
F.N.B. Corporation stock logo
FNB
F.N.B.
$4,285,896$292,867 7.3%256,3340.5%Finance
Cencora, Inc. stock logo
COR
Cencora
$4,189,223$14,136 0.3%13,3360.5%Medical
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$4,180,578$3,672,766 723.3%49,2470.5%Finance
Snap-On Incorporated stock logo
SNA
Snap-On
$4,168,099$112,239 2.8%11,4750.5%Consumer Discretionary
TD SYNNEX Corporation stock logo
SNX
TD SYNNEX
$4,126,443$180,349 4.6%24,4590.5%Computer and Technology
GXO Logistics, Inc. stock logo
GXO
GXO Logistics
$4,116,838$32,665 0.8%79,3990.5%Transportation
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$4,062,111$169,312 4.3%20,5370.5%Energy
Knight-Swift Transportation Holdings Inc. stock logo
KNX
Knight-Swift Transportation
$3,997,368$84,297 2.2%69,4230.5%Transportation
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$3,990,319$19,810 0.5%40,2860.5%Computer and Technology
ETERNAL LTD
$3,864,6790.0%1,600,0000.5%COM
PTC Inc. stock logo
PTC
PTC
$3,857,062$102,735 2.7%27,0690.5%Computer and Technology
Samsung Electronics Co., Ltd. stock logo
SSNLF
Samsung Electronics
$3,843,3130.0%35,2070.5%Computer and Technology
Catalyst Pharmaceuticals, Inc. stock logo
CPRX
Catalyst Pharmaceuticals
$3,838,320$386,974 11.2%155,0210.5%Medical
PRESTIGE ESTATES PROJECTS INR 10.0
$3,837,2880.0%323,0910.5%COM
Sibanye Gold Limited stock logo
SBSW
Sibanye Gold
$3,801,361$300,744 8.6%308,5520.5%Basic Materials
HDFC BANK LTD INR 1.0
$3,796,9380.0%490,5600.5%COM
Honeywell International Inc. stock logo
HON
Honeywell International
$3,790,437$109,622 -2.8%16,7700.5%Multi-Sector Conglomerates
Stifel Financial Corporation stock logo
SF
Stifel Financial
$3,780,286$1,336,110 54.7%51,1400.5%Finance
ZETA GLOBAL HLDGS CORP CLASS CLASS A
$3,719,915$1,396,932 60.1%233,6630.5%CL A
LARSEN plus TOUBRO LTD INR 2.0
$3,695,2520.0%100,0000.5%COM
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$3,674,305$906,771 32.8%37,3480.5%Transportation
Avient Corporation stock logo
AVNT
Avient
$3,638,313$1,435,956 65.2%100,2290.4%Basic Materials
Neurocrine Biosciences, Inc. stock logo
NBIX
Neurocrine Biosciences
$3,629,305$9,090 -0.2%27,5490.4%Medical
Petroleo Brasileiro S.A.- Petrobras stock logo
PBR.A
Petroleo Brasileiro S.A.- Petrobras
$3,627,245$3,627,245 New Holding174,8070.4%Energy
Fluor Corporation stock logo
FLR
Fluor
$3,578,708$7,277 0.2%76,7140.4%Construction
Marten Transport, Ltd. stock logo
MRTN
Marten Transport
$3,577,521$3,577,521 New Holding272,4690.4%Transportation
EVERPURE INC CLASS A
$3,547,182$689,646 24.1%60,0810.4%CL A
Union Pacific Corporation stock logo
UNP
Union Pacific
$3,498,041$210,348 6.4%14,4180.4%Transportation
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,428,238$158,695 4.9%4,8390.4%Industrials
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$3,410,993$71,854 -2.1%17,3270.4%Computer and Technology
Aon plc stock logo
AON
AON
$3,364,982$147,188 4.6%10,4250.4%Finance
RELIANCE INDUSTRIES LTD INR 10.0
$3,356,9170.0%236,0000.4%COM

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