Stanley-Laman Group, Ltd.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Stanley-Laman Group, Ltd. reported 298 stock positions worth $984.2 million. Its top holding was Lam Research (LRCX) at 2.8% of the portfolio, followed by Alphabet Class A (GOOGL, 2.7%) and KLA (KLAC, 2.3%). Compared with Q1 2026, it opened 32 new positions, sold out of 29, added to 59 and reduced 121. The biggest buy was a new position in Teradyne (TER) and the biggest sale Meta Platforms Class A (META, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- Berwyn, PA
- CIK
- 0001601489
- Portfolio Value
- $984.2M (Q2 2026)
- SEC Filing
- 0001376474-26-000532 ↗ filed Aug 5, 2026
Holdings Value
Holdings 298 stocks · $984.2M
| LRCX Lam Research Corp. | 2.80% | 63,629 | $27.6M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 2.71% | 74,676 | $26.7M | Reduce -1.8% |
| KLAC KLA Corp. | 2.31% | 75,444 | $22.8M | Reduce -2.9% |
| AMD Advanced Micro Devices | 2.25% | 38,205 | $22.2M | Reduce -3.1% |
| AMZN Amazon.com Inc. | 1.88% | 77,572 | $18.5M | Reduce -1.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.83% | 9,077 | $18.1M | Reduce -33.7% |
| MU Micron Technology Inc. | 1.82% | 15,486 | $17.9M | Reduce -2.5% |
| ARM Arm Holdings PLC-ADR | 1.65% | 45,843 | $16.3M | Reduce -2.9% |
| COHU Cohu Inc. | 1.55% | 206,620 | $15.3M | Reduce -1.1% |
| RTX RTX Corp. | 1.55% | 80,359 | $15.2M | Reduce -2.2% |
| NVDA Nvidia Corp. | 1.52% | 74,661 | $14.9M | Reduce -3.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.49% | 30,805 | $14.7M | Reduce -2.1% |
| AMAT Applied Materials Inc. | 1.45% | 19,689 | $14.2M | Reduce -2.2% |
| AVGO Broadcom Inc. | 1.36% | 35,446 | $13.4M | Reduce -1.4% |
| CCJ Cameco Corp. | 1.34% | 129,588 | $13.2M | Reduce -0.8% |
| MPWR Monolithic Power Systems Inc. | 1.29% | 9,172 | $12.7M | Reduce -2.8% |
| AAPL Apple Inc. | 1.25% | 42,512 | $12.3M | Reduce -0.4% |
| MRVL Marvell Technology Inc. | 1.20% | 39,579 | $11.8M | Reduce -1.8% |
| ETR Entergy Corp. | 1.12% | 95,769 | $11.0M | Reduce -1.3% |
| ONTO Onto Innovation Inc. | 1.12% | 29,021 | $11.0M | Reduce -1.1% |
| MSFT Microsoft Corp. | 1.11% | 29,242 | $10.9M | Reduce -0.4% |
| ANET Arista Networks Inc. | 1.06% | 61,293 | $10.4M | Reduce -2.7% |
| LIN Linde PLC | 1.05% | 19,948 | $10.4M | Reduce -0.7% |
| TTI Tetra Technologies Inc. | 1.02% | 890,023 | $10.1M | Reduce -0.8% |
| TER Teradyne Inc. | 0.99% | 20,153 | $9.8M | New |
| VRT Vertiv Holdings Co. Class A | 0.97% | 28,634 | $9.6M | Reduce -2.3% |
| JBL Jabil Inc. | 0.96% | 24,410 | $9.4M | Reduce -0.8% |
| STX Seagate Technology Holdings | 0.86% | 8,763 | $8.5M | New |
| HPE Hewlett Packard Enterprise | 0.86% | 187,381 | $8.5M | Reduce -25.6% |
| LLY Eli Lilly & Co. | 0.82% | 6,747 | $8.1M | Reduce -0.6% |
| AIR Aar Corp. | 0.82% | 56,346 | $8.1M | Reduce -0.5% |
| VAL Valaris Ltd. | 0.77% | 104,946 | $7.6M | Reduce -0.8% |
| LNTH Lantheus Holdings Inc. | 0.77% | 67,964 | $7.5M | Reduce -20.5% |
| CVS CVS Health Corp. | 0.76% | 71,877 | $7.4M | Reduce -0.8% |
| TTWO Take-Two Interactive Softwre | 0.72% | 28,352 | $7.1M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 0.71% | 10,228 | $7.0M | Add +0.1% |
| MA Mastercard Inc. Class A | 0.68% | 13,121 | $6.7M | Add +0.2% |
| SNX TD Synnex Corp. | 0.65% | 23,891 | $6.4M | Reduce -2.3% |
| BA The Boeing Co. | 0.64% | 29,083 | $6.3M | Reduce -0.4% |
| FN Fabrinet | 0.64% | 11,181 | $6.3M | New |
| PH Parker Hannifin Corp. | 0.64% | 6,393 | $6.3M | Add +0.1% |
| WFRD Weatherford International PL | 0.63% | 76,412 | $6.2M | Reduce -0.7% |
| CORT Corcept Therapeutics Inc. | 0.60% | 68,196 | $5.9M | Reduce -0.6% |
| VLO Valero Energy Corp. | 0.57% | 21,707 | $5.7M | Reduce -2.3% |
| CFG Citizens Financial Group | 0.56% | 78,867 | $5.5M | Reduce -0.1% |
| GSK GSK PLC-Spon ADR | 0.56% | 105,124 | $5.5M | Reduce -0.1% |
| IBKR Interactive Brokers Gro Class A | 0.56% | 62,757 | $5.5M | Reduce -2.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.55% | 116,171 | $5.4M | Reduce -0.6% |
| KNX Knight-Swift Transportation | 0.54% | 68,006 | $5.3M | Reduce -2.0% |
| ADM Archer-Daniels-Midland Co. | 0.54% | 69,210 | $5.3M | Reduce -2.2% |
| CAT Caterpillar Inc. | 0.52% | 4,839 | $5.2M | No change |
| AR Antero Resources Corp. | 0.52% | 145,470 | $5.1M | Reduce -0.2% |
| CAE Cae Inc. | 0.50% | 196,476 | $4.9M | Reduce -0.5% |
| FNB FNB Corp. | 0.49% | 255,191 | $4.9M | Reduce -0.5% |
| IONS Ionis Pharmaceuticals Inc. | 0.49% | 60,842 | $4.8M | Add +54.8% |
| COST Costco Wholesale Corp. | 0.49% | 5,135 | $4.8M | Add +0.2% |
| PRESTIGE ESTATES PROJECTS | 0.49% | 290,322 | $4.8M | Reduce -10.1% |
| NXPI NXP Semiconductors NV | 0.48% | 16,983 | $4.8M | Reduce -2.0% |
| KEX Kirby Corp. | 0.48% | 34,649 | $4.7M | Reduce -6.1% |
| AXSM Axsome Therapeutics Inc. | 0.48% | 19,170 | $4.7M | Reduce -0.5% |
| MRTN Marten Transport Ltd. | 0.48% | 270,445 | $4.7M | Reduce -0.7% |
| P Everpure Inc. Class A | 0.47% | 59,266 | $4.7M | Reduce -1.4% |
| MCK McKesson Corp. | 0.47% | 6,143 | $4.6M | Add +0.2% |
| NBIX Neurocrine Biosciences Inc. | 0.47% | 27,446 | $4.6M | Reduce -0.4% |
| ZETA Zeta Global Holdings Corp. Class A | 0.46% | 232,253 | $4.6M | Reduce -0.6% |
| UUUU Energy Fuels Inc. | 0.46% | 313,524 | $4.5M | Reduce -0.5% |
| SNA Snap-on Inc. | 0.46% | 11,259 | $4.5M | Reduce -1.9% |
| WTTR Select Water Solutions Inc. | 0.46% | 226,325 | $4.5M | Reduce -34.7% |
| HIG Hartford Insurance Group Inc. | 0.46% | 34,075 | $4.5M | Reduce -0.5% |
| RRC Range Resources Corp. | 0.46% | 120,781 | $4.5M | Add +1.2% |
| NXE Nexgen Energy Ltd. | 0.46% | 478,145 | $4.5M | Reduce -0.3% |
| ETERNAL LTD | 0.46% | 1,600,000 | $4.5M | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.45% | 23,593 | $4.5M | Reduce -1.9% |
| WM Waste Management Inc. | 0.45% | 19,874 | $4.4M | Reduce -2.4% |
| AMGN Amgen Inc. | 0.45% | 12,227 | $4.4M | Reduce -1.9% |
| LHX L3HARRIS Technologies Inc. | 0.44% | 15,001 | $4.4M | Reduce -10.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.44% | 28,674 | $4.3M | Reduce -2.0% |
| SSNLF Samsung Electronics Co. Ltd. | 0.44% | 20,000 | $4.3M | Reduce -43.2% |
| LARSEN & TOUBRO LTD | 0.44% | 98,141 | $4.3M | Reduce -1.9% |
| OLN Olin Corp. | 0.43% | 215,050 | $4.3M | Add +0.2% |
| BDC Belden Inc. | 0.43% | 35,469 | $4.3M | New |
| PTEN Patterson-Uti Energy Inc. | 0.43% | 459,416 | $4.2M | Reduce -13.4% |
| ALB Albemarle Corp. | 0.42% | 30,710 | $4.1M | Reduce -3.8% |
| HDFC BANK LIMITED | 0.42% | 490,560 | $4.1M | No change |
| EOPTOLINK TECHNOLOGY INC L-A | 0.42% | 45,820 | $4.1M | Add +764.5% |
| OSIS Osi Systems Inc. | 0.42% | 18,722 | $4.1M | Reduce -0.4% |
| RRX Regal Rexnord Corp. | 0.41% | 17,085 | $4.1M | New |
| GXO Gxo Logistics Inc. | 0.41% | 79,094 | $4.0M | Reduce -0.4% |
| FLR Fluor Corp. | 0.41% | 76,417 | $4.0M | Reduce -0.4% |
| UPS United Parcel Service Class B | 0.40% | 36,648 | $3.9M | Reduce -1.9% |
| CVX Chevron Corp. | 0.40% | 23,466 | $3.9M | Reduce -1.9% |
| ASPEED TECHNOLOGY INC | 0.39% | 7,500 | $3.9M | Reduce -6.3% |
| UNP Union Pacific Corp. | 0.39% | 14,192 | $3.9M | Reduce -1.6% |
| AVNT Avient Corp. | 0.38% | 100,699 | $3.7M | Add +0.5% |
| LMT Lockheed Martin Corp. | 0.38% | 7,284 | $3.7M | Reduce -2.6% |
| COR Cencora Inc. | 0.38% | 13,057 | $3.7M | Reduce -2.1% |
| TEL Te Connectivity PLC | 0.37% | 17,853 | $3.6M | New |
| APD Air Products & Chemicals Inc. | 0.36% | 12,194 | $3.6M | New |
| FANG Diamondback Energy Inc. | 0.36% | 20,147 | $3.5M | Reduce -1.9% |
| SF Stifel Financial Corp. | 0.36% | 50,151 | $3.5M | Reduce -1.9% |
Portfolio Sells Q1 2026 → Q2 2026
| META Meta Platforms Inc. Class A | Reduce -93.5% | 0.05% | −0.91 |
| ISRG Intuitive Surgical Inc. | Reduce -82.6% | 0.12% | −0.87 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.74 |
| VAL Valaris Ltd. | Reduce -0.8% | 0.77% | −0.50 |
| PTC PTC Inc. | Sold out | 0.00% | −0.47 |
| CPRX Catalyst Pharmaceuticals Inc. | Sold out | 0.00% | −0.47 |
| CCJ Cameco Corp. | Reduce -0.8% | 1.34% | −0.40 |
| RTX RTX Corp. | Reduce -2.2% | 1.55% | −0.40 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.39 |
| CG The Carlyle Group Inc. | Sold out | 0.00% | −0.38 |
| ALB Albemarle Corp. | Reduce -3.8% | 0.42% | −0.28 |
| HON Honeywell International Inc. | Reduce -51.7% | 0.18% | −0.28 |
| PTEN Patterson-Uti Energy Inc. | Reduce -13.4% | 0.43% | −0.28 |
| RLNJF Reliance Industries Ltd. | Reduce -57.6% | 0.14% | −0.27 |
| LHX L3HARRIS Technologies Inc. | Reduce -10.5% | 0.44% | −0.27 |
| WFRD Weatherford International PL | Reduce -0.7% | 0.63% | −0.26 |
| LYB Lyondellbasell Indu Class A | Reduce -0.1% | 0.31% | −0.26 |
| UUUU Energy Fuels Inc. | Reduce -0.5% | 0.46% | −0.24 |
| AR Antero Resources Corp. | Reduce -0.2% | 0.52% | −0.24 |
| NXE Nexgen Energy Ltd. | Reduce -0.3% | 0.46% | −0.23 |
| MSFT Microsoft Corp. | Reduce -0.4% | 1.11% | −0.23 |
| ETR Entergy Corp. | Reduce -1.3% | 1.12% | −0.22 |
| CVX Chevron Corp. | Reduce -1.9% | 0.40% | −0.21 |
| FPT CORP | Sold out | 0.00% | −0.20 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.20 |
| OSIS Osi Systems Inc. | Reduce -0.4% | 0.42% | −0.20 |
| DLF LTD | Sold out | 0.00% | −0.19 |
| WTTR Select Water Solutions Inc. | Reduce -34.7% | 0.46% | −0.19 |
| SLB SLB Ltd. | Reduce -0.6% | 0.55% | −0.19 |
| CYIENT LTD INR 5.0 | Sold out | 0.00% | −0.19 |
| LMT Lockheed Martin Corp. | Reduce -2.6% | 0.38% | −0.18 |
| LIN Linde PLC | Reduce -0.7% | 1.05% | −0.17 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.17 |
| PBR.A Petroleo Brasil-SP Pref ADR | Reduce -0.5% | 0.29% | −0.16 |
| NDAQ Nasdaq Inc. | Reduce -10.2% | 0.35% | −0.16 |
| WRD Weride Inc.-ADR | Sold out | 0.00% | −0.15 |
| GSK GSK PLC-Spon ADR | Reduce -0.1% | 0.56% | −0.15 |
| NVDA Nvidia Corp. | Reduce -3.6% | 1.52% | −0.14 |
| GRAB Grab Holdings Ltd. Class A | Sold out | 0.00% | −0.14 |
| COR Cencora Inc. | Reduce -2.1% | 0.38% | −0.14 |
| FANG Diamondback Energy Inc. | Reduce -1.9% | 0.36% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -1.5% | 1.88% | −0.13 |
| RGNLF Regional Sab DE CV | Reduce -49.3% | 0.08% | −0.13 |
| TJX TJX Companies Inc. | Reduce -2.0% | 0.44% | −0.13 |
| CAE Cae Inc. | Reduce -0.5% | 0.50% | −0.13 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -1.9% | 0.45% | −0.13 |
| WM Waste Management Inc. | Reduce -2.4% | 0.45% | −0.12 |
| KEX Kirby Corp. | Reduce -6.1% | 0.48% | −0.12 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.12 |
| BHARAT ELECTRONICS LTD | Reduce -23.1% | 0.22% | −0.12 |
Portfolio Buys Q1 2026 → Q2 2026
| TER Teradyne Inc. | New | 0.99% | +0.99 |
| STX Seagate Technology Holdings | New | 0.86% | +0.86 |
| FN Fabrinet | New | 0.64% | +0.64 |
| BDC Belden Inc. | New | 0.43% | +0.43 |
| RRX Regal Rexnord Corp. | New | 0.41% | +0.41 |
| EOPTOLINK TECHNOLOGY INC L-A | Add +764.5% | 0.42% | +0.37 |
| TEL Te Connectivity PLC | New | 0.37% | +0.37 |
| APD Air Products & Chemicals Inc. | New | 0.36% | +0.36 |
| IE Ivanhoe Electric Inc. / US | New | 0.24% | +0.24 |
| MDTTF Mediatek Inc. | New | 0.20% | +0.20 |
| RAC Rithm Acquisition Corp. Class A | New | 0.19% | +0.19 |
| GFS Globalfoundries Inc. | New | 0.16% | +0.16 |
| INDA iShares MSCI India ETF | New | 0.14% | +0.14 |
| IONS Ionis Pharmaceuticals Inc. | Add +54.8% | 0.49% | +0.13 |
| VNM Vaneck Vietnam ETF | New | 0.12% | +0.12 |
| HXSCF SK Hynix Inc. | Add +19.4% | 0.17% | +0.12 |
| TSMWF Taiwan Semiconductor Manufac | New | 0.12% | +0.12 |
| AVMPF Asia Vital Components | New | 0.10% | +0.10 |
| JENTECH PRECISION INDUSTRIAL | New | 0.10% | +0.10 |
| HANWHA AEROSPACE CO LTD KRW 5000.0 | New | 0.10% | +0.10 |
| SOULBRAIN CO LTD/NEW | New | 0.10% | +0.10 |
| KING SLIDE WORKS CO LTD | New | 0.09% | +0.09 |
| CG POWER plus INDUSTRIAL SOLUT INR 2.0 | New | 0.08% | +0.08 |
| QUCPF Quanta Computer Inc. | Add +81.2% | 0.15% | +0.08 |
| HANSOL IONES CO LTD | New | 0.08% | +0.08 |
| ZIJMF Zijin Mining Group Co. Ltd. Class H | New | 0.08% | +0.08 |
| GE VERNOVA T&D INDIA LTD | New | 0.07% | +0.07 |
| HBAN Huntington Bancshares Inc. | Add +32.9% | 0.31% | +0.06 |
| ALCPF Alchip Technologies Ltd. | Add +10.6% | 0.17% | +0.06 |
| SKMTF SK Telecom | New | 0.06% | +0.06 |
| CRNT Ceragon Networks Ltd. | Add +32.2% | 0.24% | +0.06 |
| LEMON TREE HOTELS LTD | Add +64.3% | 0.14% | +0.05 |
| DUK Duke Energy Corp. | New | 0.05% | +0.05 |
| SO The Southern Co. | New | 0.05% | +0.05 |
| ADTTF Advantest Corp. | Add +85.7% | 0.08% | +0.05 |
| VTTGF Vat Group AG | Add +93.7% | 0.07% | +0.04 |
| WIWYNN CORP | Add +22.0% | 0.13% | +0.04 |
| SRE Sempra | New | 0.04% | +0.04 |
| KOMICO LTD | Add +100.0% | 0.12% | +0.04 |
| STRL Sterling Infrastructure Inc. | New | 0.03% | +0.03 |
| FIX Comfort Systems USA Inc. | New | 0.03% | +0.03 |
| DELL Dell Technologies -C | New | 0.03% | +0.03 |
| ASMXF Asm International NV | Add +61.9% | 0.06% | +0.03 |
| TOELF Tokyo Electron Ltd. | Add +20.0% | 0.06% | +0.03 |
| HD HYUNDAI ELECTRIC CO LTD | Add +50.0% | 0.10% | +0.03 |
| EAGLERISE ELECTRIC & ELECT-A | Add +116.7% | 0.06% | +0.03 |
| MONTAGE TECHNOLOGY CO LTD-A | New | 0.02% | +0.02 |
| MFC Manulife Financial Corp. | New | 0.02% | +0.02 |
| TECHNOPROBE SPA | Add +3.0% | 0.04% | +0.02 |
| SUNGROW POWER SUPPLY CO LT-A | Add +37.9% | 0.10% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 298 | $984.2M | LRCX, GOOGL, KLAC, AMD, AMZN |
| Q1 2026 | 294 | $814.5M | GOOGL, AMZN, RTX, CCJ, LRCX |
| Q4 2025 | 305 | $786.9M | GOOGL, MSFT, AMZN, RTX, NVDA |
| Q3 2025 | 250 | $701.6M | MSFT, GOOGL, AMZN, NVDA, CCJ |
| Q2 2025 | 282 | $673.1M | MSFT, CCJ, RTX, LIN, ETR |
| Q1 2025 | 281 | $649.7M | MSFT, OKTA, LIN, VOO, CCJ |
| Q4 2024 | 281 | $712.0M | VOO, GRSD, MSFT, CCJ, GOOGL |
| Q3 2024 | 290 | $780.7M | BRK.A, MSFT, GRSD, CCJ, LIN |
| Q2 2024 | 270 | $756.3M | BRK.A, MSFT, PODD, CCJ, GRSD |
| Q1 2024 | 247 | $775.8M | BRK.A, MSFT, CXM, PODD, GRSD |