Stanley-Laman Group, Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Stanley-Laman Group, Ltd. reported 281 stock positions worth $712.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 2.8% of the portfolio, followed by Grandstand (GRSD, 2.1%) and Microsoft (MSFT, 1.9%). Compared with Q3 2024, it opened 18 new positions, sold out of 27, added to 67 and reduced 121. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +467%) and the biggest sale an exit from Exact Sciences (EXAS).
- Most Recent 13F
- Q2 2026
- Location
- Berwyn, PA
- CIK
- 0001601489
- Portfolio Value
- $712.0M (Q4 2024)
- SEC Filing
- 0001376474-25-000125 ↗ filed Jan 29, 2025
Holdings Value
Holdings 281 stocks · $712.0M
| VOO Vanguard S&P 500 ETF | 2.78% | 36,750 | $19.8M | Add +467.2% |
| GRSD Grandstand Ltd. filed as GAMBLING COM GROUP LIMITED | 2.07% | 1,044,673 | $14.7M | Reduce -22.3% |
| MSFT Microsoft Corp. | 1.94% | 32,794 | $13.8M | Reduce -9.7% |
| CCJ Cameco Corp. | 1.69% | 234,744 | $12.1M | Reduce -14.3% |
| GOOGL Alphabet Inc. Class A | 1.57% | 58,908 | $11.2M | Reduce -7.5% |
| AAPL Apple Inc. | 1.45% | 41,278 | $10.3M | Reduce -4.8% |
| FRSH Freshworks Inc. Class A | 1.27% | 558,914 | $9.0M | Reduce -8.6% |
| SNOW Snowflake Inc. | 1.25% | 57,481 | $8.9M | Reduce -7.9% |
| LIN Linde PLC | 1.24% | 21,049 | $8.8M | Reduce -12.6% |
| TEAM Atlassian Corp. Class A | 1.21% | 35,359 | $8.6M | Reduce -7.1% |
| RTX RTX Corp. | 1.15% | 71,026 | $8.2M | Add +4.0% |
| NVDA Nvidia Corp. | 1.13% | 60,074 | $8.1M | Reduce -1.0% |
| ETR Entergy Corp. | 1.11% | 104,657 | $7.9M | Reduce -5.3% |
| ESTC Elastic NV | 1.11% | 79,529 | $7.9M | Reduce -6.2% |
| IFOEF Info Edge (india) Limited | 1.09% | 76,437 | $7.8M | No change |
| MDB Mongodb Inc. | 1.06% | 32,301 | $7.5M | New |
| AMZN Amazon.com Inc. | 1.04% | 33,817 | $7.4M | Reduce -5.1% |
| ETERNAL LTD filed as ZOMATO LTD INR 1.0 | 0.99% | 2,173,513 | $7.1M | No change |
| PRESTIGE ESTATES PROJECTS | 0.96% | 346,091 | $6.8M | No change |
| TTWO Take-Two Interactive Softwre | 0.91% | 35,261 | $6.5M | Add +1.0% |
| BILL Bill Holdings Inc. | 0.88% | 74,061 | $6.3M | Reduce -6.7% |
| PH Parker Hannifin Corp. | 0.85% | 9,504 | $6.0M | Reduce -15.9% |
| BHARAT ELECTRONICS LTD | 0.83% | 1,726,096 | $5.9M | No change |
| CAE Cae Inc. | 0.83% | 231,652 | $5.9M | Add +3.2% |
| PCTY Paylocity Holding Corp. | 0.81% | 28,953 | $5.8M | Reduce -8.6% |
| NBIX Neurocrine Biosciences Inc. | 0.81% | 42,158 | $5.8M | Add +12.3% |
| BL Blackline Inc. | 0.80% | 93,313 | $5.7M | Reduce -14.0% |
| MA Mastercard Inc. Class A | 0.80% | 10,767 | $5.7M | Reduce -9.1% |
| FLR Fluor Corp. | 0.77% | 111,544 | $5.5M | Reduce -8.6% |
| PAYC Paycom Software Inc. | 0.77% | 26,819 | $5.5M | Reduce -8.2% |
| LNTH Lantheus Holdings Inc. | 0.77% | 61,236 | $5.5M | Reduce -6.3% |
| CG The Carlyle Group Inc. | 0.76% | 106,500 | $5.4M | Reduce -8.9% |
| BRKR Bruker Corp. | 0.73% | 89,208 | $5.2M | New |
| COST Costco Wholesale Corp. | 0.73% | 5,685 | $5.2M | Reduce -15.2% |
| CXM Sprinklr Inc. Class A | 0.73% | 612,147 | $5.2M | Reduce -21.0% |
| HON Honeywell International Inc. | 0.72% | 22,683 | $5.1M | Add +0.2% |
| HDFC BANK LIMITED | 0.71% | 245,280 | $5.1M | No change |
| JBL Jabil Inc. | 0.71% | 34,909 | $5.0M | Reduce -22.1% |
| TTI Tetra Technologies Inc. | 0.70% | 1,384,511 | $5.0M | Reduce -1.2% |
| OSIS Osi Systems Inc. | 0.69% | 29,293 | $4.9M | Add +13.7% |
| ASAN Asana Inc. Class A | 0.69% | 241,649 | $4.9M | Reduce -7.5% |
| FROG Jfrog Ltd. | 0.69% | 165,930 | $4.9M | Reduce -9.0% |
| MRVL Marvell Technology Inc. | 0.68% | 44,027 | $4.9M | Reduce -24.5% |
| PTC PTC Inc. | 0.68% | 26,299 | $4.8M | Add +3.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.68% | 40,009 | $4.8M | Reduce -0.8% |
| MCK McKesson Corp. | 0.67% | 8,426 | $4.8M | Reduce -12.6% |
| AIR Aar Corp. | 0.67% | 77,371 | $4.7M | Add +2.2% |
| ADP Automatic Data Processing | 0.66% | 16,156 | $4.7M | Reduce -0.8% |
| APPN Appian Corp. Class A | 0.66% | 142,860 | $4.7M | Reduce -18.3% |
| S Sentinelone Inc. Class A | 0.66% | 210,451 | $4.7M | Reduce -16.5% |
| WM Waste Management Inc. | 0.65% | 23,096 | $4.7M | Reduce -0.3% |
| LARSEN & TOUBRO LTD | 0.65% | 110,000 | $4.6M | No change |
| OKTA Okta Inc. | 0.64% | 58,095 | $4.6M | Reduce -7.0% |
| WTTR Select Water Solutions Inc. | 0.64% | 345,678 | $4.6M | Add +1.6% |
| COR Cencora Inc. | 0.62% | 19,714 | $4.4M | Reduce -0.2% |
| AON Aon PLC Class A | 0.62% | 12,332 | $4.4M | Reduce -0.8% |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 0.62% | 91,754 | $4.4M | Add +1.8% |
| PATH Uipath Inc. Class A | 0.62% | 347,989 | $4.4M | Reduce -13.6% |
| QCOM Qualcomm Inc. | 0.61% | 28,364 | $4.4M | Reduce -4.6% |
| SNA Snap-on Inc. | 0.60% | 12,686 | $4.3M | Reduce -15.9% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.60% | 69,921 | $4.3M | Reduce -10.0% |
| PUMP Propetro Holding Corp. | 0.60% | 458,425 | $4.3M | Add +2.7% |
| HLIT Harmonic Inc. | 0.60% | 322,353 | $4.3M | Add +0.9% |
| BA The Boeing Co. | 0.59% | 23,897 | $4.2M | Reduce -4.3% |
| HCSG Healthcare Services Group | 0.58% | 357,906 | $4.2M | Add +3.0% |
| ZS Zscaler Inc. | 0.58% | 22,853 | $4.1M | Reduce -12.6% |
| KEX Kirby Corp. | 0.58% | 38,803 | $4.1M | Add +2.4% |
| CYIENT LTD INR 5.0 | 0.58% | 191,241 | $4.1M | No change |
| OWL Blue Owl Capital Inc. | 0.58% | 176,312 | $4.1M | Reduce -33.7% |
| AMAT Applied Materials Inc. | 0.57% | 25,119 | $4.1M | Reduce -3.0% |
| LLY Eli Lilly & Co. | 0.57% | 5,277 | $4.1M | Reduce -0.1% |
| NXPI NXP Semiconductors NV | 0.56% | 19,109 | $4.0M | Reduce -4.5% |
| IBKR Interactive Brokers Gro Class A | 0.56% | 22,473 | $4.0M | Reduce -10.3% |
| ADM Archer-Daniels-Midland Co. | 0.55% | 77,695 | $3.9M | Add +37.8% |
| SF Stifel Financial Corp. | 0.55% | 36,978 | $3.9M | Reduce -22.8% |
| LMT Lockheed Martin Corp. | 0.54% | 7,922 | $3.8M | Reduce -8.1% |
| MTRX Matrix Service Co. | 0.53% | 316,248 | $3.8M | Reduce -5.7% |
| HIG Hartford Insurance Group Inc. | 0.53% | 34,599 | $3.8M | Add +5.0% |
| UNP Union Pacific Corp. | 0.52% | 16,320 | $3.7M | Add +0.7% |
| NSSC Napco Security Technologies | 0.52% | 104,390 | $3.7M | New |
| CVX Chevron Corp. | 0.52% | 25,615 | $3.7M | Reduce -5.2% |
| FANG Diamondback Energy Inc. | 0.52% | 22,509 | $3.7M | Reduce -0.0% |
| VAL Valaris Ltd. | 0.51% | 82,710 | $3.7M | Add +19.5% |
| GSK GSK PLC-Spon ADR | 0.51% | 107,219 | $3.6M | Reduce -17.8% |
| CVS CVS Health Corp. | 0.51% | 80,672 | $3.6M | Add +1366.8% |
| LHX L3HARRIS Technologies Inc. | 0.51% | 17,206 | $3.6M | Reduce -5.3% |
| PD Pagerduty Inc. | 0.50% | 195,282 | $3.6M | Reduce -17.9% |
| UUUU Energy Fuels Inc. | 0.50% | 690,046 | $3.5M | Reduce -12.2% |
| CFLT Confluent Inc. Class A | 0.49% | 125,825 | $3.5M | Reduce -8.5% |
| SYY Sysco Corp. | 0.49% | 45,799 | $3.5M | Reduce -3.9% |
| BCLTF Biocon Ltd. | 0.48% | 800,000 | $3.4M | No change |
| CIVI Civitas Resources Inc. | 0.47% | 73,538 | $3.4M | Reduce -6.8% |
| RLNJF Reliance Industries Ltd. | 0.47% | 236,000 | $3.4M | Add +100.0% |
| VLO Valero Energy Corp. | 0.47% | 27,229 | $3.3M | Reduce -2.4% |
| NXE Nexgen Energy Ltd. | 0.47% | 504,394 | $3.3M | Add +2.9% |
| AVGO Broadcom Inc. | 0.46% | 14,149 | $3.3M | Reduce -6.6% |
| ABNB Airbnb Inc. Class A | 0.46% | 24,886 | $3.3M | Reduce -7.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.45% | 49,235 | $3.2M | Reduce -23.7% |
| SNX TD Synnex Corp. | 0.45% | 27,447 | $3.2M | Add +7.3% |
| SCI Service Corp. International | 0.45% | 40,098 | $3.2M | Add +0.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $176K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| LGHMF LG H&H-PRF | COM | 1,900 | $176K | No change |
Total filed on the 13F, all lines: $712.1M.
Portfolio Sells Q3 2024 → Q4 2024
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.82 |
| NOV Nov Inc. | Sold out | 0.00% | −0.52 |
| AMD Advanced Micro Devices | Reduce -91.3% | 0.04% | −0.50 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.44 |
| VRNT Verint Systems Inc. | Sold out | 0.00% | −0.43 |
| STX Seagate Technology Holdings | Reduce -30.7% | 0.41% | −0.27 |
| LIN Linde PLC | Reduce -12.6% | 1.24% | −0.23 |
| NABL N-Able Inc. | Reduce -20.6% | 0.34% | −0.20 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -23.7% | 0.45% | −0.19 |
| GSK GSK PLC-Spon ADR | Reduce -17.8% | 0.51% | −0.17 |
| LNTH Lantheus Holdings Inc. | Reduce -6.3% | 0.77% | −0.15 |
| OVCTEK CHINA INC-A | Sold out | 0.00% | −0.15 |
| GXO Gxo Logistics Inc. | Reduce -21.2% | 0.36% | −0.14 |
| HEFEI MEIYA OPTOELECTRONIC-A | Sold out | 0.00% | −0.12 |
| S Sentinelone Inc. Class A | Reduce -16.5% | 0.66% | −0.12 |
| PFE Pfizer Inc. | Reduce -60.8% | 0.07% | −0.11 |
| HKXCF Hong Kong Exchanges & Clear | Sold out | 0.00% | −0.11 |
| LMT Lockheed Martin Corp. | Reduce -8.1% | 0.54% | −0.10 |
| LYB Lyondellbasell Indu Class A | Reduce -10.4% | 0.33% | −0.10 |
| APPN Appian Corp. Class A | Reduce -18.3% | 0.66% | −0.10 |
| AMAT Applied Materials Inc. | Reduce -3.0% | 0.57% | −0.10 |
| DOW Dow Inc. | Reduce -1.9% | 0.35% | −0.09 |
| AMGN Amgen Inc. | Reduce -9.3% | 0.36% | −0.09 |
| OWL Blue Owl Capital Inc. | Reduce -33.7% | 0.58% | −0.08 |
| NGCRF Nagacorp Ltd. | Reduce -57.8% | 0.05% | −0.08 |
| INFY Infosys Ltd.-SP ADR | Reduce -50.0% | 0.09% | −0.08 |
| ABT Abbott Laboratories | Reduce -54.4% | 0.07% | −0.07 |
| PH Parker Hannifin Corp. | Reduce -15.9% | 0.85% | −0.07 |
| PD Pagerduty Inc. | Reduce -17.9% | 0.50% | −0.06 |
| DIGIWORLD CORP | Sold out | 0.00% | −0.06 |
| MSFT Microsoft Corp. | Reduce -9.7% | 1.94% | −0.06 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -11.6% | 0.09% | −0.06 |
| PDCLF Paradise Co. Ltd. | Sold out | 0.00% | −0.06 |
| DASTY Dassault Systemes S-Spon ADR | Sold out | 0.00% | −0.06 |
| NXPI NXP Semiconductors NV | Reduce -4.5% | 0.56% | −0.06 |
| PLD Prologis Inc. | Reduce -6.0% | 0.35% | −0.06 |
| UUUU Energy Fuels Inc. | Reduce -12.2% | 0.50% | −0.06 |
| TGT Target Corp. | Reduce -8.1% | 0.38% | −0.05 |
| CHACHA FOOD CO LTD-A | Sold out | 0.00% | −0.05 |
| UPS United Parcel Service Class B | Reduce -11.7% | 0.41% | −0.05 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.05 |
| DRAGON CAP ETF DCVFMVN DIAMOND | Reduce -25.7% | 0.16% | −0.05 |
| LHX L3HARRIS Technologies Inc. | Reduce -5.3% | 0.51% | −0.05 |
| GTM Zoominfo Technologies Inc. | Reduce -18.5% | 0.41% | −0.04 |
| CXM Sprinklr Inc. Class A | Reduce -21.0% | 0.73% | −0.04 |
| PATH Uipath Inc. Class A | Reduce -13.6% | 0.62% | −0.04 |
| CIVI Civitas Resources Inc. | Reduce -6.8% | 0.47% | −0.04 |
| SDGR Schrodinger Inc. | Reduce -19.3% | 0.43% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -4.6% | 0.61% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| VOO Vanguard S&P 500 ETF | Add +467.2% | 2.78% | +2.34 |
| MDB Mongodb Inc. | New | 1.06% | +1.06 |
| BRKR Bruker Corp. | New | 0.73% | +0.73 |
| NSSC Napco Security Technologies | New | 0.52% | +0.52 |
| CVS CVS Health Corp. | Add +1366.8% | 0.51% | +0.46 |
| KNX Knight-Swift Transportation | New | 0.42% | +0.42 |
| WFRD Weatherford International PL | New | 0.39% | +0.39 |
| RAMP Liveramp Holdings Inc. | New | 0.33% | +0.33 |
| PVH PVH Corp. | New | 0.33% | +0.33 |
| CAE Cae Inc. | Add +3.2% | 0.83% | +0.29 |
| NBIX Neurocrine Biosciences Inc. | Add +12.3% | 0.81% | +0.25 |
| TTWO Take-Two Interactive Softwre | Add +1.0% | 0.91% | +0.22 |
| OSIS Osi Systems Inc. | Add +13.7% | 0.69% | +0.19 |
| PUMP Propetro Holding Corp. | Add +2.7% | 0.60% | +0.16 |
| PHOENIX MILLS LTD | New | 0.16% | +0.16 |
| INFZF Infosys Technologies Ltd. | Add +45.0% | 0.45% | +0.16 |
| WTTR Select Water Solutions Inc. | Add +1.6% | 0.64% | +0.16 |
| HON Honeywell International Inc. | Add +0.2% | 0.72% | +0.12 |
| ADM Archer-Daniels-Midland Co. | Add +37.8% | 0.55% | +0.12 |
| FPT CORP | Add +32.4% | 0.31% | +0.11 |
| AL Sumisho Air Lease Corp. | Add +1.8% | 0.62% | +0.10 |
| RTX RTX Corp. | Add +4.0% | 1.15% | +0.09 |
| LEEOF Leeno Industrial Inc. | New | 0.09% | +0.09 |
| PTC PTC Inc. | Add +3.1% | 0.68% | +0.09 |
| HCSG Healthcare Services Group | Add +3.0% | 0.58% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +1.2% | 0.39% | +0.08 |
| PTEN Patterson-Uti Energy Inc. | Add +1.0% | 0.37% | +0.06 |
| SNX TD Synnex Corp. | Add +7.3% | 0.45% | +0.06 |
| NXE Nexgen Energy Ltd. | Add +2.9% | 0.47% | +0.06 |
| PHU NHUAN JEWELRY JSC | New | 0.05% | +0.05 |
| TNG INVESTMENT & TRADING JSC | Add +62.3% | 0.12% | +0.05 |
| SCI Service Corp. International | Add +0.5% | 0.45% | +0.05 |
| ASPEED TECHNOLOGY INC | Add +62.5% | 0.19% | +0.05 |
| EXC Exelon Corp. | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +89.1% | 0.07% | +0.04 |
| NFLX Netflix Inc. | Add +3.0% | 0.14% | +0.04 |
| JTGLF J&T Global Express Ltd. | New | 0.04% | +0.04 |
| HIG Hartford Insurance Group Inc. | Add +5.0% | 0.53% | +0.04 |
| Xcel Energy Ord Shs | New | 0.03% | +0.03 |
| AWK American Water Works Co. Inc. | New | 0.03% | +0.03 |
| AIR Aar Corp. | Add +2.2% | 0.67% | +0.03 |
| EIX Edison International | New | 0.03% | +0.03 |
| CSCO Cisco Systems Inc. | Add +17.8% | 0.09% | +0.03 |
| META Meta Platforms Inc. Class A | Add +7.3% | 0.16% | +0.03 |
| PDD PDD Holdings Inc. | New | 0.03% | +0.03 |
| BAIDF Baidu Inc. Class A-HKD | Add +40.0% | 0.16% | +0.03 |
| OGN Organon & Co. | New | 0.02% | +0.02 |
| GEMADEPT GROUP CORP | Add +33.3% | 0.14% | +0.02 |
| SLB SLB Ltd. | Add +5.1% | 0.42% | +0.02 |
| ADBE Adobe Inc. | Add +87.2% | 0.05% | +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 |