Stanley-Laman Group, Ltd. holds a diversified book of 298 reported positions worth $984.2M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Teradyne Inc and trimmed Lam Research Corp. Their largest long position is Lam Research Corp at 3% of the reported non-option book. Cloning the disclosed picks since 2024 would be +48% (+22.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 8.6 points over this window.
Growth of $10,000 cloning Stanley-Laman Group, Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
84% mapped to company sectors
+5 sectors below the cut, 7% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Stanley-Laman Group, Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Uhlmann Price Securities, LLC | 29 / 80 | $2.4B |
| Ketron Financial | 18 / 80 | $269.0M |
| Howard Hughes Medical Institute | 13 / 80 | $362.6M |
| New World Advisors LLC | 28 / 80 | $460.7M |
| BlueSpruce Investments, LP | 9 / 80 | $507.8M |
| Emerald Advisors, LLC | 16 / 80 | $617.8M |
| Integrated Financial Solutions, Inc. | 10 / 80 | $136.9M |
| Summa Corp. | 15 / 80 | $231.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Stanley-Laman Group, Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lam Resh Corp COM NEW | $27.6M | 63.6K | 2.8% | ▼−3.5% Reduced · −2K sh | |
| 2 | Alphabet Inc Class A CAP STK CL A | $26.7M | 74.7K | 2.7% | ▼−1.7% Reduced · −1K sh | |
| 3 | Kla Corp COM NEW | $22.8M | 75.4K | 2.3% | ▲+871% Added · +68K sh | |
| 4 | Advanced Micro Devices I COM | $22.2M | 38.2K | 2.3% | ▼−3.1% Reduced · −1K sh | |
| 5 | Amazon.com Inc COM | $18.5M | 77.6K | 1.9% | ▼−1.4% Reduced · −1K sh | |
| 6 | ASML Hldg N V F Sponsored ADR 1 ADR Reps 1 Ord SHS N Y REGISTRY SHS | $18.1M | 9.1K | 1.8% | ▼−34% Reduced · −5K sh | |
| 7 | Micron Technology Inc COM | $17.9M | 15.5K | 1.8% | ▼−2.5% Reduced · −395 sh | |
| 8 | Arm Hldgs PLC Equity A F Unsponsored ADR 1 ADR Reps 1 Ord SHS SPONSORED ADR | $16.3M | 45.8K | 1.7% | ▼−2.9% Reduced · −1K sh | |
| 9 | Cohu Inc COM | $15.3M | 206.6K | 1.6% | ▼−1.1% Reduced · −2K sh | |
| 10 | RTX Corp COM | $15.2M | 80.4K | 1.5% | ▼−2.2% Reduced · −2K sh | |
| 11 | Nvidia Corp COM | $14.9M | 74.7K | 1.5% | ▼−3.6% Reduced · −3K sh | |
| 12 | Taiwan Semiconductor M F Sponsored ADR 1 ADR Reps 5 Ord SHS SPONSORED ADR | $14.7M | 30.8K | 1.5% | ▼−2.1% Reduced · −653 sh | |
| 13 | Applied Matls Inc COM | $14.2M | 19.7K | 1.4% | ▼−2.2% Reduced · −452 sh | |
| 14 | Broadcom Inc COM | $13.4M | 35.4K | 1.4% | ▼−1.4% Reduced · −492 sh | |
| 15 | Cameco Corp F COM | $13.2M | 129.6K | 1.3% | ▼−0.8% Reduced · −1K sh | |
| 16 | Monolithic PWR Sys Inc COM | $12.7M | 9.2K | 1.3% | ▼−2.8% Reduced · −266 sh | |
| 17 | Apple Inc COM | $12.3M | 42.5K | 1.2% | ▼−0.4% Reduced · −174 sh | |
| 18 | Marvell Technology Inc COM | $11.8M | 39.6K | 1.2% | ▼−1.8% Reduced · −707 sh | |
| 19 | Entergy Corp New COM | $11.0M | 95.8K | 1.1% | ▼−1.3% Reduced · −1K sh | |
| 20 | Onto Innovation Inc COM | $11.0M | 29.0K | 1.1% | ▼−1.1% Reduced · −316 sh | |
| 21 | Microsoft Corp COM | $10.9M | 29.2K | 1.1% | ▼−0.4% Reduced · −115 sh | |
| 22 | Arista Networks Inc COM SHS | $10.4M | 61.3K | 1.1% | ▼−2.7% Reduced · −2K sh | |
| 23 | Linde PLC F COM | $10.4M | 19.9K | 1.1% | ▼−0.7% Reduced · −147 sh | |
| 24 | Tetra Technologies Inc D COM | $10.1M | 890.0K | 1.0% | ▼−0.8% Reduced · −7K sh | |
| 25 | Teradyne Inc COM | $9.8M | 20.2K | 1.0% | ▲New New position | |
| 26 | Vertiv Hldgs Co Class A COM CL A | $9.6M | 28.6K | 1.0% | ▼−2.3% Reduced · −668 sh | |
| 27 | Jabil Inc COM | $9.4M | 24.4K | 1.0% | ▼−0.8% Reduced · −202 sh | |
| 28 | Seagate Technology H F ORD SHS | $8.5M | 8.8K | 0.9% | ▲New New position | |
| 29 | Hewlett Packard Enterpri COM | $8.5M | 187.4K | 0.9% | ▼−26% Reduced · −65K sh | |
| 30 | Eli Lilly And Co COM | $8.1M | 6.7K | 0.8% | ▼−0.6% Reduced · −40 sh | |
| 31 | Aar Corp COM | $8.1M | 56.3K | 0.8% | ▼−0.5% Reduced · −282 sh | |
| 32 | Valaris Ltd F CL A | $7.6M | 104.9K | 0.8% | ▼−0.8% Reduced · −881 sh | |
| 33 | Lantheus Hldgs Inc COM | $7.5M | 68.0K | 0.8% | ▼−20% Reduced · −18K sh | |
| 34 | CVS Health Corp COM | $7.4M | 71.9K | 0.8% | ▼−0.8% Reduced · −544 sh | |
| 35 | Take-Two Interactive Sof COM | $7.1M | 28.4K | 0.7% | ▼−0.3% Reduced · −100 sh | |
| 36 | Vanguard S&P 500 ETF S&P 500 ETF SHS | $7.0M | 10.2K | 0.7% | ▲+0.1% Added · +13 sh | |
| 37 | Mastercard Inc Class A CL A | $6.7M | 13.1K | 0.7% | ▲+0.2% Added · +29 sh | |
| 38 | TD Synnex Corp COM | $6.4M | 23.9K | 0.6% | ▼−2.3% Reduced · −568 sh | |
| 39 | Boeing Co COM | $6.3M | 29.1K | 0.6% | ▼−0.4% Reduced · −113 sh | |
| 40 | Fabrinet F SHS | $6.3M | 11.2K | 0.6% | ▲New New position | |
| 41 | Parker-Hannifin Corp COM | $6.3M | 6.4K | 0.6% | ▲+0.1% Added · +5 sh | |
| 42 | Weatherford Intl PLC F ORD SHS | $6.2M | 76.4K | 0.6% | ▼−0.7% Reduced · −520 sh | |
| 43 | Corcept Therapeutics Inc COM | $5.9M | 68.2K | 0.6% | ▼−0.6% Reduced · −429 sh | |
| 44 | Valero Energy Corp New COM | $5.7M | 21.7K | 0.6% | ▼−2.3% Reduced · −518 sh | |
| 45 | Citizens Finl Group Inc COM | $5.5M | 78.9K | 0.6% | ▼−0.1% Reduced · −68 sh | |
| 46 | GSK PLC ADR F SPONSORED ADR | $5.5M | 105.1K | 0.6% | ▼~0% Reduced · −52 sh | |
| 47 | Interactive Brokers Grou Class A COM CL A | $5.5M | 62.8K | 0.6% | ▼−2.0% Reduced · −1K sh | |
| 48 | SLB Limited F COM STK | $5.4M | 116.2K | 0.5% | ▼−0.6% Reduced · −674 sh | |
| 49 | Knight-Swift Transn Hldg Class A CL A | $5.3M | 68.0K | 0.5% | ▼−2.0% Reduced · −1K sh | |
| 50 | Archer-Daniels Midland C COM | $5.3M | 69.2K | 0.5% | ▼−2.2% Reduced · −2K sh |
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Use Arkolith to show Stanley-Laman Group, Ltd.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 36d | 298 | $984.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 16d | 295 | $814.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 306 | $786.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 22d | 252 | $701.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 29d | 284 | $673.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 16d | 283 | $649.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 29d | 282 | $712.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 22d | 292 | $712.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.