Stanley-Laman Group, Ltd. 13F Holdings

CIK 0001601489 · Berwyn, PA

As of Sep 30, 2025, Stanley-Laman Group, Ltd. reported 252 positions worth $685.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology40,405$20.9M3.05%
ALPHABET INCGOOGLEquity73,217 7.8M2.60%
AMAZON.COM INCAMZNEquity68,594 5.1M2.20%
NVIDIA CORPNVDATechnology73,790 3.8M2.01%
CAMECO CORPCCOBasic Materials154,824 3.0M1.89%
BROADCOM INCAVGOTechnology34,385 1.3M1.66%
RTX CORPRTXEquity63,558 0.6M1.55%
ASML HOLDING NVASMLTechnology13,537$9.6M1.40%
META PLATFORMS INCMETACommunication Services12,955$9.5M1.39%
APPLE INCAAPLTechnology36,027$9.2M1.34%
ARISTA NETWORKS INCANETTechnology61,078$8.9M1.30%
LAM RESEARCH CORPLRCXTechnology65,637$8.8M1.28%
Linde PLCLINBasic Materials18,195$8.6M1.26%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology30,715$8.6M1.25%
MONOLITHIC POWER SYSTEMS INCMPWRTechnology9,235$8.5M1.24%
ORACLE CORPORCLTechnology29,937$8.4M1.23%
ENTERGY CORPETRUtilities89,460$8.3M1.22%
KLA CORPKLACTechnology7,627$8.2M1.20%
TETRA TECHNOLOGIES INCTTIEnergy1,285,978$7.4M1.08%
PALO ALTO NETWORKS INCPANWTechnology34,147$7.0M1.01%
ENERGY FUELS INCUUUUBasic Materials445,120$6.8M1.00%
SYNOPSYS INCSNPSTechnology12,877$6.4M0.93%
ARM HOLDINGS PLCARMTechnology43,952$6.2M0.91%
ADVANCED MICRO DEVICES INCAMDEquity38,274$6.2M0.90%
CADENCE DESIGN SYSTEMS INCCDNSTechnology17,585$6.2M0.90%