Stanley-Laman Group, Ltd.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Stanley-Laman Group, Ltd. reported 305 stock positions worth $786.9 million. Its top holding was Alphabet Class A (GOOGL) at 3.0% of the portfolio, followed by Microsoft (MSFT, 2.7%) and Amazon.com (AMZN, 2.2%). Compared with Q3 2025, it opened 64 new positions, sold out of 10, added to 117 and reduced 49. The biggest buy was a new position in Citizens Financial (CFG) and the biggest sale Sumisho Air Lease (AL, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- Berwyn, PA
- CIK
- 0001601489
- Portfolio Value
- $786.9M (Q4 2025)
- SEC Filing
- 0001376474-26-000069 ↗ filed Jan 23, 2026
Holdings Value
Holdings 305 stocks · $786.9M
| GOOGL Alphabet Inc. Class A | 2.97% | 74,739 | $23.4M | Add +2.1% |
| MSFT Microsoft Corp. | 2.71% | 44,162 | $21.4M | Add +9.3% |
| AMZN Amazon.com Inc. | 2.23% | 76,145 | $17.6M | Add +11.0% |
| RTX RTX Corp. | 1.87% | 80,314 | $14.7M | Add +26.4% |
| NVDA Nvidia Corp. | 1.77% | 74,766 | $13.9M | Add +1.3% |
| CCJ Cameco Corp. | 1.63% | 140,075 | $12.8M | Reduce -9.5% |
| AVGO Broadcom Inc. | 1.54% | 34,937 | $12.1M | Add +1.6% |
| LRCX Lam Research Corp. | 1.42% | 65,385 | $11.2M | Reduce -0.4% |
| AAPL Apple Inc. | 1.38% | 40,073 | $10.9M | Add +11.2% |
| ASML ASML Holding NV-NY Reg SHS | 1.34% | 13,525 | $10.5M | Reduce -0.1% |
| TTI Tetra Technologies Inc. | 1.22% | 1,027,294 | $9.6M | Reduce -20.1% |
| ISRG Intuitive Surgical Inc. | 1.20% | 16,727 | $9.5M | Add +24.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.19% | 30,724 | $9.3M | Add +0.0% |
| KLAC KLA Corp. | 1.18% | 7,621 | $9.3M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 1.14% | 14,286 | $9.0M | Add +64.6% |
| ETR Entergy Corp. | 1.11% | 94,426 | $8.7M | Add +5.5% |
| META Meta Platforms Inc. Class A | 1.07% | 12,699 | $8.4M | Reduce -2.0% |
| MPWR Monolithic Power Systems Inc. | 1.06% | 9,237 | $8.4M | Add +0.0% |
| PANW Palo Alto Networks Inc. | 1.06% | 45,265 | $8.3M | Add +32.6% |
| LIN Linde PLC | 1.04% | 19,244 | $8.2M | Add +5.8% |
| AMD Advanced Micro Devices | 1.04% | 38,216 | $8.2M | Reduce -0.1% |
| ANET Arista Networks Inc. | 1.02% | 61,153 | $8.0M | Add +0.1% |
| MA Mastercard Inc. Class A | 0.93% | 12,812 | $7.3M | Add +40.7% |
| LLY Eli Lilly & Co. | 0.88% | 6,465 | $6.9M | Add +70.1% |
| VAL Valaris Ltd. | 0.78% | 122,122 | $6.2M | Add +4.4% |
| BA The Boeing Co. | 0.78% | 28,291 | $6.1M | Add +22.1% |
| SNPS Synopsys Inc. | 0.76% | 12,705 | $6.0M | Reduce -1.3% |
| CAE Cae Inc. | 0.75% | 194,624 | $5.9M | Add +5.6% |
| TTWO Take-Two Interactive Softwre | 0.75% | 23,051 | $5.9M | Add +6.4% |
| WFRD Weatherford International PL | 0.75% | 75,363 | $5.9M | Add +5.7% |
| INTU Intuit Inc. | 0.74% | 8,807 | $5.8M | Add +5.3% |
| ORCL Oracle Corp. | 0.73% | 29,655 | $5.8M | Reduce -0.9% |
| PRESTIGE ESTATES PROJECTS | 0.72% | 323,091 | $5.7M | No change |
| CVS CVS Health Corp. | 0.71% | 70,440 | $5.6M | Add +5.5% |
| JBL Jabil Inc. | 0.70% | 24,323 | $5.5M | Add +7.4% |
| PH Parker Hannifin Corp. | 0.70% | 6,248 | $5.5M | Add +7.4% |
| BHARAT ELECTRONICS LTD | 0.70% | 1,250,000 | $5.5M | No change |
| CDNS Cadence Design SYS Inc. | 0.69% | 17,364 | $5.4M | Reduce -1.3% |
| HDFC BANK LIMITED | 0.69% | 490,560 | $5.4M | No change |
| AIR Aar Corp. | 0.66% | 62,659 | $5.2M | Add +7.3% |
| GSK GSK PLC-Spon ADR | 0.65% | 104,136 | $5.1M | Add +7.3% |
| LNTH Lantheus Holdings Inc. | 0.64% | 75,446 | $5.0M | Reduce -5.3% |
| ETERNAL LTD | 0.63% | 1,600,000 | $4.9M | No change |
| MCK McKesson Corp. | 0.63% | 5,999 | $4.9M | Add +6.2% |
| OSIS Osi Systems Inc. | 0.62% | 19,126 | $4.9M | Add +9.0% |
| ALB Albemarle Corp. | 0.62% | 34,260 | $4.8M | Reduce -18.1% |
| ONTO Onto Innovation Inc. | 0.61% | 30,507 | $4.8M | Reduce -8.2% |
| LHX L3HARRIS Technologies Inc. | 0.61% | 16,342 | $4.8M | Add +3.5% |
| UUUU Energy Fuels Inc. | 0.60% | 327,265 | $4.8M | Reduce -26.5% |
| ARM Arm Holdings PLC-ADR | 0.60% | 43,416 | $4.7M | Reduce -1.2% |
| AR Antero Resources Corp. | 0.60% | 135,934 | $4.7M | Add +72.1% |
| HIG Hartford Insurance Group Inc. | 0.59% | 33,558 | $4.6M | Add +5.7% |
| AZN Astrazeneca PLC-Spons ADR | 0.59% | 50,112 | $4.6M | Add +3.7% |
| PTC PTC Inc. | 0.58% | 26,348 | $4.6M | Add +29.9% |
| COHU Cohu Inc. | 0.58% | 195,536 | $4.6M | Add +27.9% |
| LARSEN & TOUBRO LTD | 0.57% | 100,000 | $4.5M | No change |
| COR Cencora Inc. | 0.57% | 13,291 | $4.5M | Add +6.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.56% | 28,519 | $4.4M | Add +4.4% |
| NXE Nexgen Energy Ltd. | 0.55% | 472,115 | $4.3M | Add +6.9% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.55% | 113,052 | $4.3M | Add +5.0% |
| WM Waste Management Inc. | 0.55% | 19,586 | $4.3M | Add +4.0% |
| CFG Citizens Financial Group | 0.54% | 73,314 | $4.3M | New |
| COST Costco Wholesale Corp. | 0.54% | 4,942 | $4.3M | Add +6.3% |
| CCC CCC Intelligent Solutions Ho | 0.53% | 522,287 | $4.2M | Reduce -4.0% |
| GXO Gxo Logistics Inc. | 0.53% | 78,769 | $4.1M | Add +8.7% |
| SF Stifel Financial Corp. | 0.53% | 33,065 | $4.1M | Add +3.6% |
| RAMP Liveramp Holdings Inc. | 0.53% | 140,788 | $4.1M | Add +4.7% |
| IFOEF Info Edge India Ltd. | 0.52% | 277,185 | $4.1M | No change |
| FNB FNB Corp. | 0.52% | 238,818 | $4.1M | Add +1.5% |
| SBSW Sibanye-Stillwater Ltd.-ADR | 0.51% | 284,141 | $4.0M | Reduce -13.2% |
| RLNJF Reliance Industries Ltd. | 0.51% | 236,000 | $4.0M | No change |
| IBKR Interactive Brokers Gro Class A | 0.51% | 62,627 | $4.0M | Add +4.4% |
| WTTR Select Water Solutions Inc. | 0.51% | 382,502 | $4.0M | Add +3.1% |
| AMGN Amgen Inc. | 0.51% | 12,196 | $4.0M | Add +3.9% |
| KEX Kirby Corp. | 0.51% | 36,211 | $4.0M | Add +6.5% |
| SLI Standard Lithium Ltd. | 0.51% | 892,195 | $4.0M | Add +3.4% |
| ADM Archer-Daniels-Midland Co. | 0.51% | 69,131 | $4.0M | Add +3.7% |
| NBIX Neurocrine Biosciences Inc. | 0.50% | 27,618 | $3.9M | Add +8.9% |
| SNA Snap-on Inc. | 0.49% | 11,166 | $3.8M | Add +4.0% |
| NXPI NXP Semiconductors NV | 0.49% | 17,692 | $3.8M | Add +3.0% |
| CG The Carlyle Group Inc. | 0.49% | 64,865 | $3.8M | Reduce -18.6% |
| OLN Olin Corp. | 0.47% | 178,678 | $3.7M | New |
| KNX Knight-Swift Transportation | 0.45% | 67,959 | $3.6M | Add +3.4% |
| VLO Valero Energy Corp. | 0.45% | 21,715 | $3.5M | Reduce -5.8% |
| LMT Lockheed Martin Corp. | 0.45% | 7,279 | $3.5M | Add +3.9% |
| AON Aon PLC Class A | 0.45% | 9,969 | $3.5M | Add +3.8% |
| SNX TD Synnex Corp. | 0.45% | 23,390 | $3.5M | Add +3.3% |
| CVX Chevron Corp. | 0.44% | 22,785 | $3.5M | Add +3.9% |
| ADP Automatic Data Processing | 0.44% | 13,327 | $3.4M | Add +4.2% |
| MRVL Marvell Technology Inc. | 0.43% | 40,086 | $3.4M | Reduce -20.2% |
| HON Honeywell International Inc. | 0.43% | 17,255 | $3.4M | Add +3.6% |
| CITY UNION BANK LTD | 0.42% | 1,000,000 | $3.3M | No change |
| AXSM Axsome Therapeutics Inc. | 0.42% | 17,918 | $3.3M | Add +2.4% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.41% | 139,392 | $3.3M | Reduce -2.3% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.41% | 48,400 | $3.2M | Reduce -8.1% |
| UNP Union Pacific Corp. | 0.40% | 13,551 | $3.1M | Add +4.3% |
| PTEN Patterson-Uti Energy Inc. | 0.39% | 498,915 | $3.0M | Add +17.0% |
| FLR Fluor Corp. | 0.39% | 76,558 | $3.0M | Add +8.4% |
| ZETA Zeta Global Holdings Corp. Class A | 0.38% | 145,916 | $3.0M | Add +2.3% |
| FANG Diamondback Energy Inc. | 0.38% | 19,681 | $3.0M | Add +3.5% |
Portfolio Sells Q3 2025 → Q4 2025
| AL Sumisho Air Lease Corp. | Reduce -91.0% | 0.04% | −0.48 |
| ORCL Oracle Corp. | Reduce -0.9% | 0.73% | −0.47 |
| UUUU Energy Fuels Inc. | Reduce -26.5% | 0.60% | −0.37 |
| META Meta Platforms Inc. Class A | Reduce -2.0% | 1.07% | −0.29 |
| ARM Arm Holdings PLC-ADR | Reduce -1.2% | 0.60% | −0.28 |
| NTNX Nutanix Inc. Class A | Reduce -5.3% | 0.36% | −0.25 |
| JIO FINANCIAL SERVICES LTD | Reduce -60.0% | 0.12% | −0.23 |
| CG The Carlyle Group Inc. | Reduce -18.6% | 0.49% | −0.22 |
| CCJ Cameco Corp. | Reduce -9.5% | 1.63% | −0.22 |
| P Everpure Inc. Class A | Reduce -8.1% | 0.41% | −0.22 |
| SIS LTD | Reduce -91.7% | 0.02% | −0.20 |
| HCSG Healthcare Services Group | Reduce -41.3% | 0.29% | −0.20 |
| BLOKS GROUP LTD | Sold out | 0.00% | −0.20 |
| TSYHF Travelsky Technology Ltd. Class H | Sold out | 0.00% | −0.19 |
| CDNS Cadence Design SYS Inc. | Reduce -1.3% | 0.69% | −0.19 |
| CCC CCC Intelligent Solutions Ho | Reduce -4.0% | 0.53% | −0.18 |
| INFZF Infosys Technologies Ltd. | Reduce -51.7% | 0.16% | −0.18 |
| MRVL Marvell Technology Inc. | Reduce -20.2% | 0.43% | −0.17 |
| GDDY GoDaddy Inc. Class A | Reduce -12.2% | 0.38% | −0.15 |
| SNPS Synopsys Inc. | Reduce -1.3% | 0.76% | −0.15 |
| HA DO JSC | Sold out | 0.00% | −0.14 |
| ASPEED TECHNOLOGY INC | Reduce -50.0% | 0.24% | −0.13 |
| QUESS CORP LTD | Sold out | 0.00% | −0.13 |
| MTRX Matrix Service Co. | Reduce -14.1% | 0.27% | −0.12 |
| CHULARAT HOSPITAL PCL-F | Reduce -82.1% | 0.02% | −0.12 |
| VLO Valero Energy Corp. | Reduce -5.8% | 0.45% | −0.11 |
| HXSCF SK Hynix Inc. | Reduce -90.4% | 0.02% | −0.09 |
| TAHYF Honeywell Automation India | Reduce -34.4% | 0.09% | −0.08 |
| DIGITIDE SOLUTIONS LTD | Reduce -97.7% | 0.00% | −0.08 |
| LINC Lincoln Educational Services | Sold out | 0.00% | −0.07 |
| UVRBF Universal Robina Corp. | Sold out | 0.00% | −0.07 |
| SYKXF Syarikat Takaful Malaysia | Reduce -57.1% | 0.05% | −0.07 |
| MIELY Mitsubishi Electric-Unsp ADR | Sold out | 0.00% | −0.06 |
| SAIGON BEER ALCOHOL BEVERAGE | Sold out | 0.00% | −0.06 |
| BTABF Bank BTPN Syariah TBK PT | Reduce -84.3% | 0.01% | −0.06 |
| SUNNY FRIEND ENVIRONMENTAL T | Reduce -89.0% | 0.01% | −0.05 |
| NHN KCP CORP | Sold out | 0.00% | −0.05 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -0.1% | 1.34% | −0.04 |
| HANGCHA GROUP CO LTD-A | Reduce -50.7% | 0.02% | −0.03 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -20.0% | 0.08% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -9.8% | 0.10% | −0.02 |
| SPGI S&P Global Inc. | Reduce -26.1% | 0.05% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -14.4% | 0.06% | −0.02 |
| QUANG NGAI SUGAR JSC | Reduce -12.1% | 0.05% | −0.02 |
| KWEICHOW MOUTAI CO LTD-A | Sold out | 0.00% | −0.01 |
| BLK BlackRock Inc. | Reduce -2.9% | 0.05% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -11.6% | 0.06% | −0.01 |
| SBSW Sibanye-Stillwater Ltd.-ADR | Reduce -13.2% | 0.51% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -9.1% | 0.04% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -8.5% | 0.03% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| CFG Citizens Financial Group | New | 0.54% | +0.54 |
| OLN Olin Corp. | New | 0.47% | +0.47 |
| LLY Eli Lilly & Co. | Add +70.1% | 0.88% | +0.47 |
| GOOGL Alphabet Inc. Class A | Add +2.1% | 2.97% | +0.44 |
| VOO Vanguard S&P 500 ETF | Add +64.6% | 1.14% | +0.38 |
| RRC Range Resources Corp. | New | 0.37% | +0.37 |
| RTX RTX Corp. | Add +26.4% | 1.87% | +0.36 |
| ISRG Intuitive Surgical Inc. | Add +24.3% | 1.20% | +0.35 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.27% | +0.27 |
| CAT Caterpillar Inc. | Add +380.7% | 0.34% | +0.27 |
| TCTZF Tencent Holdings Ltd. | New | 0.26% | +0.26 |
| DLR Digital Realty Trust Inc. | New | 0.26% | +0.26 |
| AVNT Avient Corp. | New | 0.24% | +0.24 |
| APH Amphenol Corp. Class A | New | 0.23% | +0.23 |
| MELI MercadoLibre Inc. | New | 0.23% | +0.23 |
| AR Antero Resources Corp. | Add +72.1% | 0.60% | +0.22 |
| REC LTD | New | 0.20% | +0.20 |
| MA Mastercard Inc. Class A | Add +40.7% | 0.93% | +0.19 |
| DAL Delta Air Lines Inc. | New | 0.18% | +0.18 |
| ALCPF Alchip Technologies Ltd. | New | 0.16% | +0.16 |
| NOW ServiceNow Inc. | New | 0.15% | +0.15 |
| LODHA DEVELOPERS LTD | Add +150.0% | 0.30% | +0.15 |
| CTATF Contemporary Amperex Techn-A | New | 0.15% | +0.15 |
| COHU Cohu Inc. | Add +27.9% | 0.58% | +0.14 |
| PB FINTECH LTD | New | 0.13% | +0.13 |
| GEV GE Vernova Inc. | New | 0.13% | +0.13 |
| CB Chubb Ltd. | New | 0.13% | +0.13 |
| DVN Devon Energy Corp. | New | 0.12% | +0.12 |
| AXSM Axsome Therapeutics Inc. | Add +2.4% | 0.42% | +0.11 |
| MAR Marriott International Class A | New | 0.11% | +0.11 |
| KEX Kirby Corp. | Add +6.5% | 0.51% | +0.10 |
| TSE CO LTD | New | 0.10% | +0.10 |
| MDB Mongodb Inc. | New | 0.09% | +0.09 |
| SLI Standard Lithium Ltd. | Add +3.4% | 0.51% | +0.09 |
| AMZN Amazon.com Inc. | Add +11.0% | 2.23% | +0.09 |
| ZTS Zoetis Inc. | New | 0.09% | +0.09 |
| CRM Salesforce Inc. | New | 0.08% | +0.08 |
| HD Home Depot Inc. | New | 0.08% | +0.08 |
| KNX Knight-Swift Transportation | Add +3.4% | 0.45% | +0.08 |
| SE Sea Ltd.-ADR | New | 0.08% | +0.08 |
| AAPL Apple Inc. | Add +11.2% | 1.38% | +0.08 |
| MRK Merck & Co. Inc. | Add +199.2% | 0.11% | +0.08 |
| PTEN Patterson-Uti Energy Inc. | Add +17.0% | 0.39% | +0.07 |
| PH Parker Hannifin Corp. | Add +7.4% | 0.70% | +0.07 |
| LYB Lyondellbasell Indu Class A | Add +66.0% | 0.29% | +0.07 |
| PANW Palo Alto Networks Inc. | Add +32.6% | 1.06% | +0.07 |
| HD HYUNDAI ELECTRIC CO LTD | New | 0.07% | +0.07 |
| BA The Boeing Co. | Add +22.1% | 0.78% | +0.07 |
| D'ALBA GLOBAL CO LTD | New | 0.07% | +0.07 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.06% | +0.06 |
Notes & Other Activity Q3 2025 → Q4 2025
| LGHMF LG H&H-PRF | COM | Sold out | 1,900 | $156Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |