Stanley-Laman Group, Ltd. Top Holdings and 13F Report (2026) About Stanley-Laman Group, Ltd.Investment ActivityStanley-Laman Group, Ltd. has $984.24 million in total holdings as of June 30, 2026.Stanley-Laman Group, Ltd. owns shares of 298 different stocks, but just 106 companies or ETFs make up 80% of its holdings.Approximately 11.13% of the portfolio was purchased this quarter.About 8.26% of the portfolio was sold this quarter.This quarter, Stanley-Laman Group, Ltd. has purchased 294 new stocks and bought additional shares in 64 stocks.Stanley-Laman Group, Ltd. sold shares of 118 stocks and completely divested from 29 stocks this quarter.Largest Holdings LAM RESH CORP $27,572,355Alphabet $26,686,822KLA $22,762,209Advanced Micro Devices $22,193,667Amazon.com $18,488,510 Largest New Holdings this Quarter 880770102 - Teradyne $9,750,828 HoldingG7997R103 - Seagate Technology $8,456,295 HoldingG3323L100 - Fabrinet $6,284,616 Holding077454106 - Belden $4,253,088 Holding758750103 - Regal Rexnord $4,069,476 Holding Largest Purchases this Quarter KLA 67,671 shares (about $20.42M)Teradyne 20,153 shares (about $9.75M)ASML 4,714 shares (about $9.38M)Seagate Technology 8,763 shares (about $8.46M)Fabrinet 11,181 shares (about $6.28M) Largest Sales this Quarter Meta Platforms 12,803 shares (about $7.21M)Intuitive Surgical 14,427 shares (about $5.74M)Samsung Electronics 15,207 shares (about $3.28M)Hewlett Packard Enterprise 64,593 shares (about $2.91M)Select Water Solutions 120,168 shares (about $2.40M) 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 PortfolioSectorLAM RESH CORP$27,572,355$991,892 â–¼-3.5%63,6292.8%COM NEWGOOGLAlphabet$26,686,822$474,585 â–¼-1.7%74,6762.7%Communication ServicesKLACKLA$22,762,209$20,417,017 â–²870.6%75,4442.3%TechnologyAMDAdvanced Micro Devices$22,193,667$716,843 â–¼-3.1%38,2052.3%TechnologyAMZNAmazon.com$18,488,510$273,614 â–¼-1.5%77,5721.9%Consumer DiscretionaryASMLASML$18,058,147$9,378,220 â–²108.0%9,0771.8%TechnologyMUMicron Technology$17,875,335$455,945 â–¼-2.5%15,4861.8%TechnologyARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS$16,254,553$477,251 â–¼-2.9%45,8431.7%SPONSORED ADRCOHUCohu$15,271,284$176,793 â–¼-1.1%206,6201.6%TechnologyRTXRTX$15,246,487$345,308 â–¼-2.2%80,3591.5%IndustrialsNVDANVIDIA$14,938,919$560,452 â–¼-3.6%74,6611.5%TechnologyTSMTaiwan Semiconductor Manufacturing$14,711,544$311,853 â–¼-2.1%30,8051.5%TechnologyAMATApplied Materials$14,235,147$326,796 â–¼-2.2%19,6891.4%TechnologyAVGOBroadcom$13,389,727$185,853 â–¼-1.4%35,4461.4%TechnologyCCJCameco$13,199,834$106,240 â–¼-0.8%129,5881.3%EnergyMPWRMonolithic Power Systems$12,679,006$367,708 â–¼-2.8%9,1721.3%TechnologyAAPLApple$12,301,249$50,349 â–¼-0.4%42,5121.2%TechnologyMRVLMarvell Technology$11,790,179$210,608 â–¼-1.8%39,5791.2%TechnologyETREntergy$11,000,015$148,284 â–¼-1.3%95,7691.1%UtilitiesONTOOnto Innovation$10,982,997$119,590 â–¼-1.1%29,0211.1%TechnologyMSFTMicrosoft$10,907,763$42,897 â–¼-0.4%29,2421.1%TechnologyARISTA NETWORKS INC$10,412,455$286,418 â–¼-2.7%61,2931.1%COM SHSLINDE PLC F$10,351,561$76,282 â–¼-0.7%19,9481.1%COMTTITetra Technologies$10,083,961$76,953 â–¼-0.8%890,0231.0%EnergyTERTeradyne$9,750,828$9,750,828 â–²New Holding20,1531.0%TechnologyVRTVertiv$9,587,236$223,660 â–¼-2.3%28,6341.0%IndustrialsJBLJabil$9,409,696$77,868 â–¼-0.8%24,4101.0%TechnologySTXSeagate Technology$8,456,295$8,456,295 â–²New Holding8,7630.9%TechnologyHPEHewlett Packard Enterprise$8,452,739$2,913,784 â–¼-25.6%187,3810.9%TechnologyLLYEli Lilly and Company$8,092,796$47,979 â–¼-0.6%6,7470.8%HealthcareAIRAAR$8,053,534$40,306 â–¼-0.5%56,3460.8%IndustrialsVALValaris$7,619,080$63,961 â–¼-0.8%104,9460.8%EnergyLNTHLantheus$7,539,926$1,942,559 â–¼-20.5%67,9640.8%HealthcareCVSCVS Health$7,435,628$56,276 â–¼-0.8%71,8770.8%HealthcareTTWOTake-Two Interactive Software$7,087,433$24,998 â–¼-0.4%28,3520.7%Communication ServicesVOOVanguard S&P 500 ETF$7,024,982$8,929 â–²0.1%10,2280.7%ETFMAMastercard$6,739,146$14,895 â–²0.2%13,1210.7%FinanceSNXTD SYNNEX$6,387,011$151,849 â–¼-2.3%23,8910.6%TechnologyBABoeing$6,295,597$24,461 â–¼-0.4%29,0830.6%IndustrialsFNFabrinet$6,284,616$6,284,616 â–²New Holding11,1810.6%TechnologyPHParker-Hannifin$6,253,592$4,891 â–²0.1%6,3930.6%IndustrialsWFRDWeatherford International$6,227,578$42,380 â–¼-0.7%76,4120.6%EnergyCORTCorcept Therapeutics$5,929,642$37,302 â–¼-0.6%68,1960.6%HealthcareVLOValero Energy$5,653,323$134,907 â–¼-2.3%21,7070.6%EnergyCFGCitizens Financial Group$5,526,239$4,765 â–¼-0.1%78,8670.6%FinanceGSKGSK$5,510,575$2,726 â–¼0.0%105,1240.6%HealthcareIBKRInteractive Brokers Group$5,462,383$109,932 â–¼-2.0%62,7570.6%FinanceSLBSLB$5,400,789$31,334 â–¼-0.6%116,1710.5%EnergyKNXKnight-Swift Transportation$5,295,662$110,343 â–¼-2.0%68,0060.5%IndustrialsADMArcher Daniels Midland$5,287,633$118,802 â–¼-2.2%69,2100.5%Consumer StaplesCATCaterpillar$5,153,0510.0%4,8390.5%IndustrialsARAntero Resources$5,111,816$9,769 â–¼-0.2%145,4700.5%EnergyCAECAE$4,923,689$23,256 â–¼-0.5%196,4760.5%IndustrialsFNBF.N.B.$4,869,042$21,808 â–¼-0.4%255,1910.5%FinanceIONSIonis Pharmaceuticals$4,824,162$1,707,589 â–²54.8%60,8420.5%HealthcareCOSTCostco Wholesale$4,803,810$7,484 â–²0.2%5,1350.5%Consumer StaplesPRESTIGE ESTATES PROJECTS INR 10.0$4,784,273$540,007 â–¼-10.1%290,3220.5%COMNXPINXP Semiconductors$4,772,732$96,674 â–¼-2.0%16,9830.5%TechnologyKEXKirby$4,711,225$305,797 â–¼-6.1%34,6490.5%IndustrialsAXSMAxsome Therapeutics$4,692,241$22,029 â–¼-0.5%19,1700.5%HealthcareMRTNMarten Transport$4,692,225$35,116 â–¼-0.7%270,4450.5%IndustrialsEVERPURE INC CLASS A$4,669,568$64,214 â–¼-1.4%59,2660.5%CL AMCKMcKesson$4,641,817$8,312 â–²0.2%6,1430.5%HealthcareNBIXNeurocrine Biosciences$4,625,612$17,359 â–¼-0.4%27,4460.5%HealthcareZETA GLOBAL HLDGS CORP CLASS A$4,570,739$27,749 â–¼-0.6%232,2530.5%CL AUUUUEnergy Fuels$4,546,098$22,635 â–¼-0.5%313,5240.5%EnergySNASnap-On$4,530,473$86,916 â–¼-1.9%11,2590.5%IndustrialsWTTRSelect Water Solutions$4,521,971$2,400,955 â–¼-34.7%226,3250.5%EnergyHIGThe Hartford Insurance Group$4,515,665$21,468 â–¼-0.5%34,0750.5%FinanceRRCRange Resources$4,491,847$54,111 â–²1.2%120,7810.5%EnergyNXENexGen Energy$4,489,782$12,151 â–¼-0.3%478,1450.5%EnergyETERNAL LTD$4,479,2480.0%1,600,0000.5%COMASTRAZENECA PLC F$4,473,705$86,656 â–¼-1.9%23,5930.5%SPONSORED ADRWMWaste Management$4,429,486$107,873 â–¼-2.4%19,8740.5%IndustrialsAMGNAmgen$4,427,714$86,186 â–¼-1.9%12,2270.4%HealthcareLHXL3Harris Technologies$4,359,115$510,564 â–¼-10.5%15,0010.4%IndustrialsTJXTJX Companies$4,344,114$88,325 â–¼-2.0%28,6740.4%Consumer DiscretionarySSNLFSamsung Electronics$4,311,624$3,278,343 â–¼-43.2%20,0000.4%TechnologyLARSEN plus TOUBRO LTD INR 2.0$4,298,313$81,419 â–¼-1.9%98,1410.4%COMOLNOlin$4,262,291$6,858 â–²0.2%215,0500.4%MaterialsBDCBelden$4,253,088$4,253,088 â–²New Holding35,4690.4%TechnologyPTENPatterson-UTI Energy$4,217,442$653,782 â–¼-13.4%459,4160.4%EnergyALBAlbemarle$4,146,809$163,253 â–¼-3.8%30,7100.4%MaterialsHDFC BANK LTD INR 1.0$4,146,7020.0%490,5600.4%COMEOPTOLINK TECHNOLOGY INC LT CNY 1.0$4,098,909$3,624,788 â–²764.5%45,8200.4%COMOSISOSI Systems$4,094,501$16,184 â–¼-0.4%18,7220.4%TechnologyRRXRegal Rexnord$4,069,476$4,069,476 â–²New Holding17,0850.4%IndustrialsGXOGXO Logistics$4,010,066$15,464 â–¼-0.4%79,0940.4%IndustrialsFLRFluor$4,003,487$15,560 â–¼-0.4%76,4170.4%IndustrialsUPSUnited Parcel Service$3,939,658$75,250 â–¼-1.9%36,6480.4%IndustrialsCVXChevron$3,889,797$75,256 â–¼-1.9%23,4660.4%EnergyASPEED TECHNOLOGY INC TWD 10.0$3,883,430$258,895 â–¼-6.3%7,5000.4%COMUNPUnion Pacific$3,860,221$61,472 â–¼-1.6%14,1920.4%IndustrialsAVNTAvient$3,721,822$17,371 â–²0.5%100,6990.4%MaterialsLMTLockheed Martin$3,711,037$98,839 â–¼-2.6%7,2840.4%IndustrialsCORCencora$3,694,762$78,949 â–¼-2.1%13,0570.4%HealthcareTE CONNECTIVITY PLC F$3,599,343$3,599,343 â–²New Holding17,8530.4%ORD SHSAPDAir Products and Chemicals$3,575,037$3,575,037 â–²New Holding12,1940.4%MaterialsFANGDiamondback Energy$3,541,409$68,554 â–¼-1.9%20,1470.4%EnergySFStifel Financial$3,499,041$69,003 â–¼-1.9%50,1510.4%FinanceShowing largest 100 holdings. 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