Stanley-Laman Group, Ltd.
298 holdingsFiling period: 2026-06-30Current AUM: $920.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LRCX | LAM RESH CORP | 63.6K | $27.6M | $17.2M | 1.87% | -2,289 | 2026-06-30 |
| 2 | GOOGL | ALPHABET INC CLASS A | 74.7K | $26.7M | $25.8M | 2.80% | -1,328 | 2026-06-30 |
| 3 | KLAC | KLA CORP | 75.4K | $22.8M | $12.7M | 1.38% | +67.7K | 2026-06-30 |
| 4 | AMD | ADVANCED MICRO DEVICES I | 38.2K | $22.2M | $19.3M | 2.09% | -1,234 | 2026-06-30 |
| 5 | AMZN | AMAZON.COM INC | 77.6K | $18.5M | $19.3M | 2.09% | -1,148 | 2026-06-30 |
| 6 | — | ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 9.1K | $18.1M | $18.1M | 1.96% | -4,606 | 2026-06-30 |
| 7 | MU | MICRON TECHNOLOGY INC | 15.5K | $17.9M | $14.4M | 1.56% | -395 | 2026-06-30 |
| 8 | ARM | ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 45.8K | $16.3M | $11.1M | 1.20% | -1,346 | 2026-06-30 |
| 9 | COHU | COHU INC | 206.6K | $15.3M | $10.3M | 1.12% | -2,392 | 2026-06-30 |
| 10 | RTX | RTX CORP | 80.4K | $15.2M | $15.7M | 1.71% | -1,820 | 2026-06-30 |
| 11 | NVDA | NVIDIA CORP | 74.7K | $14.9M | $15.8M | 1.72% | -2,801 | 2026-06-30 |
| 12 | TSM | TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | 30.8K | $14.7M | $12.7M | 1.39% | -653 | 2026-06-30 |
| 13 | AMAT | APPLIED MATLS INC | 19.7K | $14.2M | $8.3M | 0.90% | -452 | 2026-06-30 |
| 14 | AVGO | BROADCOM INC | 35.4K | $13.4M | $12.0M | 1.31% | -492 | 2026-06-30 |
| 15 | CCJ | CAMECO CORP F | 129.6K | $13.2M | $11.8M | 1.28% | -1,043 | 2026-06-30 |
| 16 | MPWR | MONOLITHIC PWR SYS INC | 9.2K | $12.7M | $10.5M | 1.14% | -266 | 2026-06-30 |
| 17 | AAPL | APPLE INC | 42.5K | $12.3M | $14.1M | 1.53% | -174 | 2026-06-30 |
| 18 | MRVL | MARVELL TECHNOLOGY INC | 39.6K | $11.8M | $8.8M | 0.95% | -707 | 2026-06-30 |
| 19 | ETR | ENTERGY CORP NEW | 95.8K | $11.0M | $9.9M | 1.07% | -1,291 | 2026-06-30 |
| 20 | ONTO | ONTO INNOVATION INC | 29.0K | $11.0M | $7.1M | 0.77% | -316 | 2026-06-30 |
| 21 | MSFT | MICROSOFT CORP | 29.2K | $10.9M | $14.5M | 1.58% | -115 | 2026-06-30 |
| 22 | ANET | ARISTA NETWORKS INC | 61.3K | $10.4M | $11.8M | 1.28% | -1,686 | 2026-06-30 |
| 23 | — | LINDE PLC F | 19.9K | $10.4M | $10.4M | 1.13% | -147 | 2026-06-30 |
| 24 | TTI | TETRA TECHNOLOGIES INC D | 890.0K | $10.1M | $5.9M | 0.64% | -6,792 | 2026-06-30 |
| 25 | TER | TERADYNE INC | 20.2K | $9.8M | $6.7M | 0.73% | -- | 2026-06-30 |
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