Stanley-Laman Group, Ltd.
294 holdingsFiling period: 2026-03-31Current AUM: $894.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CLASS CLASS A | 76.0K | $21.9M | $27.1M | 3.03% | +1.3K | 2026-03-31 |
| 2 | AMZN | AMAZON.COM INC | 78.7K | $16.4M | $21.4M | 2.39% | +2.6K | 2026-03-31 |
| 3 | RTX | RTX CORP | 82.2K | $15.9M | $17.7M | 1.98% | +1.9K | 2026-03-31 |
| 4 | CCJ | CAMECO CORP F | 130.6K | $14.2M | $11.3M | 1.26% | -9,444 | 2026-03-31 |
| 5 | LRCX | LAM RESH CORP | 65.9K | $14.1M | $19.3M | 2.16% | +533 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORP | 77.5K | $13.5M | $15.6M | 1.74% | +2.7K | 2026-03-31 |
| 7 | — | ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 13.7K | $13.0M | $13.0M | 1.45% | +158 | 2026-03-31 |
| 8 | KLAC | KLA CORP | 7.8K | $11.4M | $1.4M | 0.16% | +152 | 2026-03-31 |
| 9 | AVGO | BROADCOM INC | 35.9K | $11.1M | $14.0M | 1.56% | +1.0K | 2026-03-31 |
| 10 | ETR | ENTERGY CORP NEW | 97.1K | $10.9M | $10.4M | 1.17% | +2.6K | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 29.4K | $10.9M | $13.6M | 1.52% | -14,805 | 2026-03-31 |
| 12 | AAPL | APPLE INC | 42.7K | $10.8M | $13.2M | 1.47% | +2.6K | 2026-03-31 |
| 13 | TSM | TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | 31.5K | $10.6M | $12.7M | 1.42% | +734 | 2026-03-31 |
| 14 | — | VALARIS LTD F | 105.8K | $10.4M | $10.4M | 1.16% | -16,295 | 2026-03-31 |
| 15 | MPWR | MONOLITHIC PWR SYS INC | 9.4K | $10.3M | $13.5M | 1.50% | +201 | 2026-03-31 |
| 16 | — | LINDE PLC F | 20.1K | $10.0M | $10.0M | 1.11% | +851 | 2026-03-31 |
| 17 | ISRG | INTUITIVE SURGICAL INC | 17.5K | $8.0M | $6.2M | 0.69% | +732 | 2026-03-31 |
| 18 | AMD | ADVANCED MICRO DEVIC | 39.4K | $8.0M | $18.8M | 2.10% | +1.2K | 2026-03-31 |
| 19 | META | META PLATFORMS INC CLASS CLASS A | 13.7K | $7.8M | $7.6M | 0.85% | +996 | 2026-03-31 |
| 20 | ANET | ARISTA NETWORKS INC | 63.0K | $7.7M | $11.4M | 1.27% | +1.8K | 2026-03-31 |
| 21 | TTI | TETRA TECHNOLOGIES INC D | 896.8K | $7.6M | $6.9M | 0.77% | -130,479 | 2026-03-31 |
| 22 | VRT | VERTIV HLDGS CO CLASS CLASS A | 29.3K | $7.3M | $7.1M | 0.79% | +26.0K | 2026-03-31 |
| 23 | — | WEATHERFORD INTL PLC F | 76.9K | $7.3M | $7.3M | 0.81% | +1.6K | 2026-03-31 |
| 24 | ARM | ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 47.2K | $7.1M | $11.3M | 1.26% | +3.8K | 2026-03-31 |
| 25 | AMAT | APPLIED MATLS INC | 20.1K | $6.9M | $10.2M | 1.14% | +18.1K | 2026-03-31 |
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