Stanley-Laman Group, Ltd. holds a diversified book of 298 stocks worth $984.2M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Teradyne Inc and trimmed Lam Research Corp. Their largest long position is Lam Research Corp at 3% of the equity book. Cloning the disclosed picks since 2024 would be +44% (+22.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Stanley-Laman Group, Ltd.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.3 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.
83% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Stanley-Laman Group, Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 74 / 80 | $1.8T |
| FMR LLC | 74 / 80 | $691.8B |
| MORGAN STANLEY | 74 / 80 | $390.8B |
| JPMORGAN CHASE & CO | 74 / 80 | $379.0B |
| BANK OF AMERICA CORP /DE/ | 74 / 80 | $240.1B |
| GOLDMAN SACHS GROUP INC | 74 / 80 | $189.8B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 74 / 80 | $174.4B |
| Bank of New York Mellon Corp | 74 / 80 | $149.7B |
Ranked by how many of Stanley-Laman Group, Ltd.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 298 | $984.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 295 | $814.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 306 | $786.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 252 | $701.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 284 | $673.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 283 | $649.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 282 | $712.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 292 | $712.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.