Stanley-Laman Group, Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Stanley-Laman Group, Ltd. reported 294 stock positions worth $814.5 million. Its top holding was Alphabet Class A (GOOGL) at 2.7% of the portfolio, followed by Amazon.com (AMZN, 2.0%) and RTX (RTX, 1.9%). Compared with Q4 2025, it opened 32 new positions, sold out of 43, added to 139 and reduced 47. The biggest buy was Vertiv Class A (VRT, shares +784%) and the biggest sale Microsoft (MSFT, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- Berwyn, PA
- CIK
- 0001601489
- Portfolio Value
- $814.5M (Q1 2026)
- SEC Filing
- 0001376474-26-000292 ↗ filed Apr 16, 2026
Holdings Value
Holdings 294 stocks · $814.5M
| GOOGL Alphabet Inc. Class A | 2.68% | 76,004 | $21.9M | Add +1.7% |
| AMZN Amazon.com Inc. | 2.01% | 78,720 | $16.4M | Add +3.4% |
| RTX RTX Corp. | 1.95% | 82,179 | $15.9M | Add +2.3% |
| CCJ Cameco Corp. | 1.74% | 130,631 | $14.2M | Reduce -6.7% |
| LRCX Lam Research Corp. | 1.73% | 65,918 | $14.1M | Add +0.8% |
| NVDA Nvidia Corp. | 1.66% | 77,462 | $13.5M | Add +3.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.60% | 13,683 | $13.0M | Add +1.2% |
| KLAC KLA Corp. | 1.41% | 7,773 | $11.4M | Add +2.0% |
| AVGO Broadcom Inc. | 1.37% | 35,938 | $11.1M | Add +2.9% |
| ETR Entergy Corp. | 1.34% | 97,060 | $10.9M | Add +2.8% |
| MSFT Microsoft Corp. | 1.33% | 29,357 | $10.9M | Reduce -33.5% |
| AAPL Apple Inc. | 1.33% | 42,686 | $10.8M | Add +6.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.31% | 31,458 | $10.6M | Add +2.4% |
| VAL Valaris Ltd. | 1.27% | 105,827 | $10.4M | Reduce -13.3% |
| MPWR Monolithic Power Systems Inc. | 1.27% | 9,438 | $10.3M | Add +2.2% |
| LIN Linde PLC | 1.22% | 20,095 | $10.0M | Add +4.4% |
| ISRG Intuitive Surgical Inc. | 0.99% | 17,459 | $8.0M | Add +4.4% |
| AMD Advanced Micro Devices | 0.99% | 39,439 | $8.0M | Add +3.2% |
| META Meta Platforms Inc. Class A | 0.96% | 13,695 | $7.8M | Add +7.8% |
| ANET Arista Networks Inc. | 0.95% | 62,979 | $7.7M | Add +3.0% |
| TTI Tetra Technologies Inc. | 0.94% | 896,815 | $7.6M | Reduce -12.7% |
| VRT Vertiv Holdings Co. Class A | 0.90% | 29,302 | $7.3M | Add +784.5% |
| WFRD Weatherford International PL | 0.89% | 76,932 | $7.3M | Add +2.1% |
| ARM Arm Holdings PLC-ADR | 0.88% | 47,189 | $7.1M | Add +8.7% |
| AMAT Applied Materials Inc. | 0.85% | 20,141 | $6.9M | Add +866.0% |
| MA Mastercard Inc. Class A | 0.80% | 13,092 | $6.5M | Add +2.2% |
| JBL Jabil Inc. | 0.80% | 24,612 | $6.5M | Add +1.2% |
| LNTH Lantheus Holdings Inc. | 0.80% | 85,474 | $6.5M | Add +13.3% |
| COHU Cohu Inc. | 0.79% | 209,012 | $6.4M | Add +6.9% |
| OLN Olin Corp. | 0.78% | 214,704 | $6.4M | Add +20.2% |
| LLY Eli Lilly & Co. | 0.77% | 6,787 | $6.2M | Add +5.0% |
| AIR Aar Corp. | 0.76% | 56,628 | $6.2M | Reduce -9.6% |
| AR Antero Resources Corp. | 0.76% | 145,748 | $6.2M | Add +7.2% |
| VOO Vanguard S&P 500 ETF | 0.75% | 10,215 | $6.1M | Reduce -28.5% |
| ONTO Onto Innovation Inc. | 0.74% | 29,337 | $6.0M | Reduce -3.8% |
| ADI Analog Devices Inc. | 0.74% | 18,890 | $6.0M | New |
| SLB SLB Ltd. filed as SLB LIMITED | 0.74% | 116,845 | $6.0M | Add +3.4% |
| HPE Hewlett Packard Enterprise | 0.74% | 251,974 | $6.0M | New |
| BA The Boeing Co. | 0.71% | 29,196 | $5.8M | Add +3.2% |
| GSK GSK PLC-Spon ADR | 0.71% | 105,176 | $5.8M | Add +1.0% |
| LHX L3HARRIS Technologies Inc. | 0.71% | 16,758 | $5.8M | Add +2.5% |
| UUUU Energy Fuels Inc. | 0.71% | 315,085 | $5.8M | Reduce -3.7% |
| PTEN Patterson-Uti Energy Inc. | 0.71% | 530,634 | $5.7M | Add +6.4% |
| ALB Albemarle Corp. | 0.70% | 31,919 | $5.7M | Reduce -6.8% |
| PH Parker Hannifin Corp. | 0.70% | 6,388 | $5.7M | Add +2.2% |
| TTWO Take-Two Interactive Softwre | 0.69% | 28,452 | $5.6M | Add +23.4% |
| NXE Nexgen Energy Ltd. | 0.68% | 479,439 | $5.6M | Add +1.6% |
| VLO Valero Energy Corp. | 0.67% | 22,225 | $5.5M | Add +2.4% |
| RRC Range Resources Corp. | 0.66% | 119,326 | $5.4M | Add +45.6% |
| MU Micron Technology Inc. | 0.66% | 15,881 | $5.4M | New |
| MCK McKesson Corp. | 0.65% | 6,132 | $5.3M | Add +2.2% |
| WTTR Select Water Solutions Inc. | 0.65% | 346,493 | $5.3M | Reduce -9.4% |
| CVS CVS Health Corp. | 0.64% | 72,421 | $5.2M | Add +2.8% |
| ADM Archer-Daniels-Midland Co. | 0.63% | 70,765 | $5.1M | Add +2.4% |
| CAE Cae Inc. | 0.63% | 197,404 | $5.1M | Add +1.4% |
| COST Costco Wholesale Corp. | 0.63% | 5,127 | $5.1M | Add +3.7% |
| OSIS Osi Systems Inc. | 0.61% | 18,796 | $5.0M | Reduce -1.7% |
| CVX Chevron Corp. | 0.61% | 23,920 | $4.9M | Add +5.0% |
| KEX Kirby Corp. | 0.60% | 36,898 | $4.9M | Add +1.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.58% | 24,050 | $4.7M | Reduce -4.0% |
| CFG Citizens Financial Group | 0.58% | 78,935 | $4.7M | Add +7.7% |
| WM Waste Management Inc. | 0.57% | 20,358 | $4.7M | Add +3.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.57% | 29,257 | $4.7M | Add +2.6% |
| HIG Hartford Insurance Group Inc. | 0.57% | 34,237 | $4.6M | Add +2.0% |
| LYB Lyondellbasell Indu Class A | 0.56% | 57,101 | $4.6M | Add +6.9% |
| LMT Lockheed Martin Corp. | 0.55% | 7,478 | $4.5M | Add +2.7% |
| AMGN Amgen Inc. | 0.54% | 12,465 | $4.4M | Add +2.2% |
| IBKR Interactive Brokers Gro Class A | 0.53% | 64,020 | $4.3M | Add +2.2% |
| FNB FNB Corp. | 0.53% | 256,334 | $4.3M | Add +7.3% |
| COR Cencora Inc. | 0.51% | 13,336 | $4.2M | Add +0.3% |
| NDAQ Nasdaq Inc. | 0.51% | 49,247 | $4.2M | Add +723.3% |
| SNA Snap-on Inc. | 0.51% | 11,475 | $4.2M | Add +2.8% |
| SNX TD Synnex Corp. | 0.51% | 24,459 | $4.1M | Add +4.6% |
| GXO Gxo Logistics Inc. | 0.51% | 79,399 | $4.1M | Add +0.8% |
| FANG Diamondback Energy Inc. | 0.50% | 20,537 | $4.1M | Add +4.3% |
| KNX Knight-Swift Transportation | 0.49% | 69,423 | $4.0M | Add +2.1% |
| MRVL Marvell Technology Inc. | 0.49% | 40,286 | $4.0M | Add +0.5% |
| ETERNAL LTD | 0.47% | 1,600,000 | $3.9M | No change |
| PTC PTC Inc. | 0.47% | 27,069 | $3.9M | Add +2.7% |
| SSNLF Samsung Electronics Co. Ltd. | 0.47% | 35,207 | $3.8M | No change |
| CPRX Catalyst Pharmaceuticals Inc. | 0.47% | 155,021 | $3.8M | Add +11.2% |
| PRESTIGE ESTATES PROJECTS | 0.47% | 323,091 | $3.8M | No change |
| SBSW Sibanye-Stillwater Ltd.-ADR | 0.47% | 308,552 | $3.8M | Add +8.6% |
| HDFC BANK LIMITED | 0.47% | 490,560 | $3.8M | No change |
| HON Honeywell International Inc. | 0.47% | 16,770 | $3.8M | Reduce -2.8% |
| SF Stifel Financial Corp. | 0.46% | 51,140 | $3.8M | Add +3.1% |
| ZETA Zeta Global Holdings Corp. Class A | 0.46% | 233,663 | $3.7M | Add +60.1% |
| LARSEN & TOUBRO LTD | 0.45% | 100,000 | $3.7M | No change |
| UPS United Parcel Service Class B | 0.45% | 37,348 | $3.7M | Add +32.8% |
| AVNT Avient Corp. | 0.45% | 100,229 | $3.6M | Add +65.2% |
| NBIX Neurocrine Biosciences Inc. | 0.45% | 27,549 | $3.6M | Reduce -0.3% |
| PBR.A Petroleo Brasil-SP Pref ADR | 0.45% | 174,807 | $3.6M | New |
| FLR Fluor Corp. | 0.44% | 76,714 | $3.6M | Add +0.2% |
| MRTN Marten Transport Ltd. | 0.44% | 272,469 | $3.6M | New |
| P Everpure Inc. Class A | 0.44% | 60,081 | $3.5M | Add +24.1% |
| UNP Union Pacific Corp. | 0.43% | 14,418 | $3.5M | Add +6.4% |
| CAT Caterpillar Inc. | 0.42% | 4,839 | $3.4M | Add +4.8% |
| NXPI NXP Semiconductors NV | 0.42% | 17,327 | $3.4M | Reduce -2.1% |
| AON Aon PLC Class A | 0.41% | 10,425 | $3.4M | Add +4.6% |
| RLNJF Reliance Industries Ltd. | 0.41% | 236,000 | $3.4M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -33.5% | 1.33% | −1.38 |
| PANW Palo Alto Networks Inc. | Reduce -80.9% | 0.17% | −0.89 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.73 |
| SNPS Synopsys Inc. | Reduce -95.4% | 0.03% | −0.73 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.69 |
| CCC CCC Intelligent Solutions Ho | Sold out | 0.00% | −0.53 |
| RAMP Liveramp Holdings Inc. | Sold out | 0.00% | −0.53 |
| VOO Vanguard S&P 500 ETF | Reduce -28.5% | 0.75% | −0.39 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −0.38 |
| NTNX Nutanix Inc. Class A | Sold out | 0.00% | −0.36 |
| BHARAT ELECTRONICS LTD | Reduce -48.0% | 0.34% | −0.36 |
| INTU Intuit Inc. | Reduce -17.7% | 0.39% | −0.36 |
| OWL Blue Owl Capital Inc. | Sold out | 0.00% | −0.30 |
| HCSG Healthcare Services Group | Sold out | 0.00% | −0.29 |
| TTI Tetra Technologies Inc. | Reduce -12.7% | 0.94% | −0.28 |
| MTRX Matrix Service Co. | Sold out | 0.00% | −0.27 |
| POONGSAN CORP | Reduce -50.0% | 0.10% | −0.18 |
| INFZF Infosys Technologies Ltd. | Sold out | 0.00% | −0.16 |
| MMYT Makemytrip Ltd. | Sold out | 0.00% | −0.16 |
| LEEOF Leeno Industrial Inc. | Sold out | 0.00% | −0.13 |
| CG The Carlyle Group Inc. | Reduce -0.3% | 0.38% | −0.10 |
| NOW ServiceNow Inc. | Reduce -46.7% | 0.05% | −0.10 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.09 |
| GRAB Grab Holdings Ltd. Class A | Reduce -13.9% | 0.14% | −0.09 |
| SWIGGY LTD | Sold out | 0.00% | −0.08 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.08 |
| IBN Icici Bank Ltd.-Spon ADR | Sold out | 0.00% | −0.08 |
| BABA Alibaba Group Holding-SP ADR | Reduce -10.3% | 0.20% | −0.07 |
| NXPI NXP Semiconductors NV | Reduce -2.1% | 0.42% | −0.07 |
| PNDFF Indofood CBP Sukses Makmur T | Sold out | 0.00% | −0.06 |
| MELI MercadoLibre Inc. | Reduce -11.1% | 0.17% | −0.06 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.06 |
| PKCPF Akr Corporindo TBK PT | Sold out | 0.00% | −0.06 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.06 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.05 |
| NBIX Neurocrine Biosciences Inc. | Reduce -0.3% | 0.45% | −0.05 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.05 |
| CMC CORP | Reduce -4.9% | 0.14% | −0.05 |
| TMKNF Timken India Limited | Reduce -18.5% | 0.21% | −0.05 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −0.05 |
| SYKXF Syarikat Takaful Malaysia | Sold out | 0.00% | −0.05 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.04 |
| CHAILEASE HOLDING CO LTD | Reduce -43.3% | 0.06% | −0.04 |
| AL Sumisho Air Lease Corp. | Sold out | 0.00% | −0.04 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −0.04 |
| FRSH Freshworks Inc. Class A | Sold out | 0.00% | −0.03 |
| BRKR Bruker Corp. | Sold out | 0.00% | −0.03 |
| MSOGF Miniso Group Holding Ltd. | Reduce -1.4% | 0.11% | −0.03 |
| PUMP Propetro Holding Corp. | Sold out | 0.00% | −0.03 |
| KVYO Klaviyo Inc. Class A | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| VRT Vertiv Holdings Co. Class A | Add +784.5% | 0.90% | +0.83 |
| AMAT Applied Materials Inc. | Add +866.0% | 0.85% | +0.78 |
| ADI Analog Devices Inc. | New | 0.74% | +0.74 |
| HPE Hewlett Packard Enterprise | New | 0.74% | +0.74 |
| MU Micron Technology Inc. | New | 0.66% | +0.66 |
| PBR.A Petroleo Brasil-SP Pref ADR | New | 0.45% | +0.45 |
| NDAQ Nasdaq Inc. | Add +723.3% | 0.51% | +0.44 |
| MRTN Marten Transport Ltd. | New | 0.44% | +0.44 |
| PTEN Patterson-Uti Energy Inc. | Add +6.4% | 0.71% | +0.32 |
| OLN Olin Corp. | Add +20.2% | 0.78% | +0.31 |
| LRCX Lam Research Corp. | Add +0.8% | 1.73% | +0.31 |
| RRC Range Resources Corp. | Add +45.6% | 0.66% | +0.29 |
| RPRX Royalty Pharma PLC Class A | New | 0.29% | +0.29 |
| ARM Arm Holdings PLC-ADR | Add +8.7% | 0.88% | +0.27 |
| LYB Lyondellbasell Indu Class A | Add +6.9% | 0.56% | +0.27 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.2% | 1.60% | +0.26 |
| ETR Entergy Corp. | Add +2.8% | 1.34% | +0.23 |
| KLAC KLA Corp. | Add +2.0% | 1.41% | +0.23 |
| VLO Valero Energy Corp. | Add +2.4% | 0.67% | +0.23 |
| COHU Cohu Inc. | Add +6.9% | 0.79% | +0.21 |
| AVNT Avient Corp. | Add +65.2% | 0.45% | +0.21 |
| MPWR Monolithic Power Systems Inc. | Add +2.2% | 1.27% | +0.20 |
| CORT Corcept Therapeutics Inc. | Add +106.0% | 0.34% | +0.19 |
| SLB SLB Ltd. | Add +3.4% | 0.74% | +0.19 |
| CRNT Ceragon Networks Ltd. | New | 0.18% | +0.18 |
| LIN Linde PLC | Add +4.4% | 1.22% | +0.18 |
| CVX Chevron Corp. | Add +5.0% | 0.61% | +0.17 |
| AR Antero Resources Corp. | Add +7.2% | 0.76% | +0.16 |
| LNTH Lantheus Holdings Inc. | Add +13.3% | 0.80% | +0.16 |
| NEE Nextera Energy Inc. | New | 0.15% | +0.15 |
| WFRD Weatherford International PL | Add +2.1% | 0.89% | +0.14 |
| GEV GE Vernova Inc. | Add +62.0% | 0.27% | +0.14 |
| NXE Nexgen Energy Ltd. | Add +1.6% | 0.68% | +0.13 |
| ADM Archer-Daniels-Midland Co. | Add +2.4% | 0.63% | +0.13 |
| FANG Diamondback Energy Inc. | Add +4.3% | 0.50% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.4% | 1.31% | +0.12 |
| LMT Lockheed Martin Corp. | Add +2.7% | 0.55% | +0.11 |
| LHX L3HARRIS Technologies Inc. | Add +2.5% | 0.71% | +0.10 |
| JBL Jabil Inc. | Add +1.2% | 0.80% | +0.10 |
| UPS United Parcel Service Class B | Add +32.8% | 0.45% | +0.10 |
| BYDIF BYD Electronic Intl Co. Ltd. | Add +657.1% | 0.11% | +0.10 |
| KEX Kirby Corp. | Add +1.9% | 0.60% | +0.10 |
| LEMON TREE HOTELS LTD | New | 0.09% | +0.09 |
| COST Costco Wholesale Corp. | Add +3.7% | 0.63% | +0.09 |
| CAT Caterpillar Inc. | Add +4.8% | 0.42% | +0.09 |
| ZETA Zeta Global Holdings Corp. Class A | Add +60.1% | 0.46% | +0.08 |
| SUNGROW POWER SUPPLY CO LT-A | New | 0.08% | +0.08 |
| RTX RTX Corp. | Add +2.3% | 1.95% | +0.07 |
| WIWYNN CORP | Add +626.0% | 0.09% | +0.07 |
| VITZROCELL CO LTD | New | 0.07% | +0.07 |
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 |