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Stanley-Laman Group, Ltd.
Period ended Sep 30, 2026 · Latest filing Oct 20, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $915,110,721
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ALPHABET INC CLASS A · CAP STK CL A · 02079K305 · shares: $25,305,077
- ADVANCED MICRO DEVICES I · COM · 007903107 · shares: $23,123,304
- LAM RESH CORP · COM NEW · 512807306 · shares: $20,793,697
- AMAZON.COM INC · COM · 023135106 · shares: $18,915,468
- NVIDIA CORP · COM · 67066G104 · shares: $16,716,959
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $16,390,978
- ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS · N Y REGISTRY SHS · N07059210 · shares: $16,274,232
- KLA CORP · COM NEW · 482480100 · shares: $14,628,717
- MICROSOFT CORP · COM · 594918104 · shares: $14,585,607
- RTX CORP · COM · 75513E101 · shares: $14,316,502
Reported holdings
299 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ALPHABET INC CLASS A | CAP STK CL A | 02079K305 | — | 73,544 shares | $25,305,077 |
| ADVANCED MICRO DEVICES I | COM | 007903107 | — | 37,798 shares | $23,123,304 |
| LAM RESH CORP | COM NEW | 512807306 | — | 63,297 shares | $20,793,697 |
| AMAZON.COM INC | COM | 023135106 | — | 75,920 shares | $18,915,468 |
| NVIDIA CORP | COM | 67066G104 | — | 73,198 shares | $16,716,959 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 15,389 shares | $16,390,978 |
| ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | N Y REGISTRY SHS | N07059210 | — | 8,983 shares | $16,274,232 |
| KLA CORP | COM NEW | 482480100 | — | 75,046 shares | $14,628,717 |
| MICROSOFT CORP | COM | 594918104 | — | 28,438 shares | $14,585,607 |
| RTX CORP | COM | 75513E101 | — | 77,116 shares | $14,316,502 |
| TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | SPONSORED ADR | 874039100 | — | 30,471 shares | $13,900,565 |
| APPLE INC | COM | 037833100 | — | 41,730 shares | $13,896,926 |
| ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | SPONSORED ADR | 042068205 | — | 45,569 shares | $13,199,517 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 61,001 shares | $12,419,194 |
| BROADCOM INC | COM | 11135F101 | — | 35,187 shares | $12,357,249 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 9,128 shares | $12,297,424 |
| COHU INC | COM | 192576106 | — | 175,341 shares | $11,947,736 |
| CAMECO CORP F | COM | 13321L108 | — | 126,374 shares | $10,952,835 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 38,479 shares | $10,166,541 |
| HEWLETT PACKARD ENTERPRI | COM | 42824C109 | — | 156,864 shares | $10,022,016 |
| APPLIED MATLS INC | COM | 038222105 | — | 19,422 shares | $9,932,022 |
| ENTERGY CORP NEW | COM | 29364G103 | — | 93,683 shares | $9,298,952 |
| LINDE PLC F | COM | G5494J103 | — | 19,524 shares | $9,266,928 |
| ONTO INNOVATION INC | COM | 683344105 | — | 28,290 shares | $8,708,228 |
| TERADYNE INC | COM | 880770102 | — | 20,073 shares | $8,047,466 |
| SEAGATE TECHNOLOGY H F | ORD SHS | G7997R103 | — | 8,709 shares | $8,032,659 |
| VALARIS LTD F | CL A | G9460G101 | — | 102,044 shares | $8,012,495 |
| ELI LILLY AND CO | COM | 532457108 | — | 6,638 shares | $7,680,897 |
| CORCEPT THERAPEUTICS INC | COM | 218352102 | — | 66,365 shares | $7,647,212 |
| VANGUARD S&P 500 ETF | S&P 500 ETF SHS | 922908363 | — | 10,292 shares | $7,213,436 |
| MASTERCARD INC CLASS CLASS A | CL A | 57636Q104 | — | 12,868 shares | $7,096,558 |
| VERTIV HLDGS CO CLASS CLASS A | COM CL A | 92537N108 | — | 28,490 shares | $6,874,922 |
| JABIL INC | COM | 466313103 | — | 23,847 shares | $6,840,853 |
| VALERO ENERGY CORP NEW | COM | 91913Y100 | — | 17,608 shares | $6,825,053 |
| EVERPURE INC CLASS A | CL A | 74624M102 | — | 50,351 shares | $6,584,904 |
| MADRIGAL PHARMACEUTICALS | COM | 558868105 | — | 12,984 shares | $6,543,417 |
| CVS HEALTH CORP | COM | 126650100 | — | 70,316 shares | $6,025,401 |
| TD SYNNEX CORP | COM | 87162W100 | — | 23,433 shares | $6,018,797 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 6,226 shares | $5,947,992 |
| WEATHERFORD INTL PLC F | ORD SHS | G48833118 | — | 74,281 shares | $5,844,429 |
| TAKE-TWO INTERACTIVE SOF | COM | 874054109 | — | 27,911 shares | $5,791,533 |
| SLB LIMITED F | COM STK | 806857108 | — | 113,697 shares | $5,539,307 |
| ARCHER-DANIELS MIDLAND C | COM | 039483102 | — | 68,113 shares | $5,406,827 |
| BOEING CO | COM | 097023105 | — | 28,423 shares | $5,288,099 |
| INTERACTIVE BROKERS GROU CLASS CLASS A | COM CL A | 45841N107 | — | 61,713 shares | $5,271,553 |
| GLACIER BANCORP INC NEW | COM | 37637Q105 | — | 121,188 shares | $5,235,322 |
| TETRA TECHNOLOGIES INC D | COM | 88162F105 | — | 871,163 shares | $5,113,727 |
| MCKESSON CORP | COM | 58155Q103 | — | 5,980 shares | $5,105,992 |
| MARTEN TRANS LTD | COM | 573075108 | — | 390,996 shares | $5,051,666 |
| AMGEN INC | COM | 031162100 | — | 11,946 shares | $5,035,555 |
| GSK PLC ADR F | SPONSORED ADR | 37733W204 | — | 102,446 shares | $4,934,818 |
| CITIZENS FINL GROUP INC | COM | 174610105 | — | 77,311 shares | $4,929,318 |
| PATTERSON-UTI ENERGY INC | COM | 703481101 | — | 449,398 shares | $4,907,428 |
| TE CONNECTIVITY PLC F | ORD SHS | G87052109 | — | 23,178 shares | $4,892,412 |
| CHEVRON CORP NEW | COM | 166764100 | — | 23,100 shares | $4,717,260 |
| ANTERO RES CORP | COM | 03674X106 | — | 141,177 shares | $4,713,900 |
| FABRINET F | SHS | G3323L100 | — | 10,989 shares | $4,662,303 |
| CAE INC F | COM | 124765108 | — | 192,019 shares | $4,610,376 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | — | 4,940 shares | $4,497,271 |
| KIRBY CORP | COM | 497266106 | — | 33,735 shares | $4,427,719 |
| RANGE RES CORP | COM | 75281A109 | — | 117,963 shares | $4,369,351 |
| OLIN CORP | COM PAR $1 | 680665205 | — | 277,865 shares | $4,306,901 |
| ASPEED TECHNOLOGY INC TWD 10.0 | COM | Y04044106 | — | 7,280 shares | $4,288,475 |
| F N B CORP PA | COM | 302520101 | — | 248,553 shares | $4,277,604 |
| NEXGEN ENERGY LTD F | COM | 65340P106 | — | 465,211 shares | $4,242,724 |
| KNIGHT-SWIFT TRANSN HLDG CLASS A | CL A | 499049104 | — | 66,637 shares | $4,237,456 |
| THE MOSAIC CO | COM | 61945C103 | — | 190,747 shares | $4,129,679 |
| AAR CORP | COM | 000361105 | — | 40,336 shares | $4,092,894 |
| MNTN INC CLASS A | CL A | 55318A108 | — | 400,992 shares | $4,078,089 |
| SNAP ON INC | COM | 833034101 | — | 11,076 shares | $4,024,412 |
| ETERNAL LTD | COM | Y9899X105 | — | 1,200,000 shares | $4,007,200 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 19,555 shares | $3,987,681 |
| NXP SEMICONDUCTORS N V F | COM | N6596X109 | — | 16,711 shares | $3,969,364 |
| AVIENT CORP | COM | 05368V106 | — | 98,160 shares | $3,950,925 |
| SK HYNIX INC KRW 5000.0 | COM | Y8085F100 | — | 3,000 shares | $3,936,461 |
| NASDAQ INC | COM | 631103108 | — | 42,739 shares | $3,932,418 |
| CATERPILLAR INC | COM | 149123101 | — | 4,768 shares | $3,865,847 |
| CENCORA INC CLASS SERIES A | COM | 03073E105 | — | 12,852 shares | $3,858,720 |
| LARSEN plus TOUBRO LTD INR 2.0 | COM | Y5217N159 | — | 98,141 shares | $3,850,775 |
| TSE CO LTD KRW 500.0 | COM | Y8975T111 | — | 18,000 shares | $3,843,369 |
| UNION PAC CORP | COM | 907818108 | — | 13,971 shares | $3,801,984 |
| NEUROCRINE BIOSCIENCES I | COM | 64125C109 | — | 26,792 shares | $3,800,177 |
| REGAL REXNORD CORP | COM | 758750103 | — | 24,199 shares | $3,753,507 |
| TJX COS INC NEW | COM | 872540109 | — | 28,205 shares | $3,731,849 |
| BELDEN INC NEW | COM | 077454106 | — | 34,574 shares | $3,731,572 |
| ASTRAZENECA PLC F | SPONSORED ADR | 046353108 | — | 23,076 shares | $3,726,123 |
| PRESTIGE ESTATES PROJECTS INR 10.0 | COM | Y707AN101 | — | 240,322 shares | $3,716,398 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 7,159 shares | $3,645,907 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | — | 19,823 shares | $3,643,692 |
| HDFC BANK LTD INR 1.0 | COM | Y3119P190 | — | 490,560 shares | $3,627,976 |
| FLUOR CORP NEW | COM | 343412102 | — | 74,759 shares | $3,579,461 |
| OSI SYS INC | COM | 671044105 | — | 18,382 shares | $3,572,909 |
| SAMSUNG ELECTRONICS CO LT KRW 100.0 | COM | Y74718100 | — | 18,000 shares | $3,570,742 |
| PETROLEO BRASILEIRO SA F SPONSORED ADR 1 ADR REPS 2 ORD SHS | SP ADR NON VTG | 71654V101 | — | 170,408 shares | $3,556,415 |
| INFO EDGE INDIA LTD INR 2.0 | COM | Y40353123 | — | 277,185 shares | $3,527,454 |
| L3HARRIS TECHNOLOGIES IN | COM | 502431109 | — | 14,759 shares | $3,494,677 |
| STIFEL FINL CORP | COM | 860630102 | — | 49,284 shares | $3,451,844 |
| AXSOME THERAPEUTICS INC. | COM | 05464T104 | — | 18,695 shares | $3,447,171 |
| AUTOMATIC DATA PROCESSIN | COM | 053015103 | — | 13,194 shares | $3,404,866 |
| ENERGY FUELS INC F | COM | 292671708 | — | 305,883 shares | $3,373,889 |