Stanley-Laman Group, Ltd.
Sector Allocation
- Technology39.9%$364.7M
- Other17.0%$155.2M
- Industrials9.7%$89.0M
- Energy6.7%$61.3M
- Healthcare6.6%$60.6M
- Materials6.4%$58.8M
- Financials5.7%$52.2M
- Consumer Discretionary3.0%$27.4M
- Consumer Staples2.5%$22.5M
- Utilities1.8%$16.4M
AUM History
13fpro.ai/research/fund/stanley-laman-group-ltd-1601489
Conviction and streaks
Stable · top 10 = 19.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
GOOGL
$25.3MAMD
$23.1MLRCX
$20.8MAMZN
$18.9MNVDA
$16.7MMU
$16.4MASML
$16.3MKLAC
$14.6MMSFT
$14.6MRTX
$14.3MTSM
$13.9MAAPL
$13.9MARM
$13.2MANET
$12.4MAVGO
$12.4MMPWR
$12.3MCOHU
$11.9MCCJ
$11.0MMRVL
$10.2MHPE
$10.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/stanley-laman-group-ltd-1601489
Stanley-Laman Group, Ltd. 13F holdings — Q3 2026
$915.1M portfolio (-7.0% QoQ) · 299 holdings · Q3 2026 13F · top 10 are 20% of the stock portfolio
$25.3M
2.8% of stocks
-2%This quarter-6.6%Since filed11+ qtrsHeld$23.1M
2.5% of stocks
-1%This quarter-0.7%Since filed5 qtrsHeld$20.8M
2.3% of stocks
-0.5%This quarter-9.8%Since filed5 qtrsHeld$18.9M
2.1% of stocks
-2%This quarter-5.2%Since filed11+ qtrsHeldAIQuality67.5#364Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$16.7M
1.8% of stocks
-2%This quarter-0.2%Since filed11+ qtrsHeld$16.4M
1.8% of stocks
-0.6%This quarter+0.8%Since filed3 qtrsHeld$16.3M
1.8% of stocks
-1%This quarter-2.5%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$14.6M
1.6% of stocks
-0.5%This quarter-7.8%Since filed5 qtrsHeld$14.6M
1.6% of stocks
-3%This quarter+0.1%Since filed11+ qtrsHeld$14.3M
1.6% of stocks
-4%This quarter+2.1%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — Stanley-Laman Group, Ltd. (Q3 2026)
299 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $13.9M | 1.5% | 30K | -1% | 9 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Apple Inc. | Technology | $13.9M | 1.5% | 42K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ARM HOLDINGS PLC /UKadr | Technology | $13.2M | 1.4% | 46K | -0.6% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Arista Networks, Inc. | Technology | $12.4M | 1.4% | 61K | -0.5% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Broadcom Inc. | Technology | $12.4M | 1.4% | 35K | -0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | MONOLITHIC POWER SYSTEMS, INC. | Technology | $12.3M | 1.3% | 9,128 | -0.5% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | COHU INC | Technology | $11.9M | 1.3% | 175K | -15% | 5 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | CAMECO CORP | Materials | $11.0M | 1.2% | 126K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Marvell Technology, Inc. | Technology | $10.2M | 1.1% | 38K | -3% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Hewlett Packard Enterprise Co | Technology | $10.0M | 1.1% | 157K | -16% | 3 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | APPLIED MATERIALS INC /DE | Technology | $9.9M | 1.1% | 19K | -1% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ENTERGY CORP /DE/ | Utilities | $9.3M | 1.0% | 94K | -2% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | LINDE PLC | Materials | $9.3M | 1.0% | 20K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ONTO INNOVATION INC. | Technology | $8.7M | 0.9% | 28K | -3% | 6 qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | TERADYNE, INC | Technology | $8.0M | 0.9% | 20K | -0.4% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $STX | Seagate Technology Holdings plc | Technology | $8.0M | 0.9% | 8,709 | -0.6% | |||
| 27 | $VAL | Valaris Ltd | Energy | $8.0M | 0.9% | 102K | -3% | |||
| 28 | $LLY | ELI LILLY & Co | Healthcare | $7.7M | 0.8% | 6,638 | -2% | |||
| 29 | $CORT | CORCEPT THERAPEUTICS INC | Healthcare | $7.6M | 0.8% | 66K | -3% | |||
| 30 | — | VANGUARD S&P 500 ETF - S&P 500 ETF SHS | — | $7.2M | 0.8% | 10K | +0.6% | |||
| 31 | $MA | Mastercard Inc | Financials | $7.1M | 0.8% | 13K | -2% | |||
| 32 | $VRT | Vertiv Holdings Co | Technology | $6.9M | 0.8% | 28K | -0.5% | |||
| 33 | $JBL | JABIL INC | Technology | $6.8M | 0.8% | 24K | -2% | |||
| 34 | $VLO | VALERO ENERGY CORP/TX | Energy | $6.8M | 0.8% | 18K | -19% | |||
| 35 | — | EVERPURE INC CLASS A - CL A | — | $6.6M | 0.7% | 50K | -15% | |||
| 36 | $MDGL | MADRIGAL PHARMACEUTICALS, INC. | Healthcare | $6.5M | 0.7% | 13K | New | |||
| 37 | $CVS | CVS HEALTH Corp | Healthcare | $6.0M | 0.7% | 70K | -2% | |||
| 38 | $SNX | TD SYNNEX CORP | Technology | $6.0M | 0.7% | 23K | -2% | |||
| 39 | $PH | Parker-Hannifin Corp | Industrials | $5.9M | 0.7% | 6,226 | -3% | |||
| 40 | $WFRD | Weatherford International plc | Energy | $5.8M | 0.6% | 74K | -3% | |||
| 41 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $5.8M | 0.6% | 28K | -2% | |||
| 42 | $SLB | SLB LIMITED/NV | Energy | $5.5M | 0.6% | 114K | -2% | |||
| 43 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $5.4M | 0.6% | 68K | -2% | |||
| 44 | $BA | BOEING CO | Industrials | $5.3M | 0.6% | 28K | -2% | |||
| 45 | $IBKR | Interactive Brokers Group, Inc. | Financials | $5.3M | 0.6% | 62K | -2% | |||
| 46 | $GBCI | GLACIER BANCORP, INC. | Financials | $5.2M | 0.6% | 121K | New | |||
| 47 | $TTI | TETRA TECHNOLOGIES INC | Energy | $5.1M | 0.6% | 871K | -2% | |||
| 48 | $MCK | MCKESSON CORP | Consumer Staples | $5.1M | 0.6% | 5,980 | -3% | |||
| 49 | $MRTN | MARTEN TRANSPORT LTD | Industrials | $5.1M | 0.6% | 391K | +45% | |||
| 50 | $AMGN | AMGEN INC | Healthcare | $5.0M | 0.6% | 12K | -2% | |||
| 51 | $GSK | GSK plc | Healthcare | $4.9M | 0.5% | 102K | -3% | |||
| 52 | $CFG | CITIZENS FINANCIAL GROUP INC/RI | Financials | $4.9M | 0.5% | 77K | -2% | |||
| 53 | $PTEN | PATTERSON UTI ENERGY INC | Energy | $4.9M | 0.5% | 449K | -2% | |||
| 54 | $TEL | TE Connectivity plc | Technology | $4.9M | 0.5% | 23K | +30% | |||
| 55 | $CVX | CHEVRON CORP | Energy | $4.7M | 0.5% | 23K | -2% | |||
| 56 | $AR | ANTERO RESOURCES Corp | Energy | $4.7M | 0.5% | 141K | -3% | |||
| 57 | $FN | Fabrinet | Technology | $4.7M | 0.5% | 11K | -2% | |||
| 58 | $CAE | CAE INC | Technology | $4.6M | 0.5% | 192K | -2% | |||
| 59 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $4.5M | 0.5% | 4,940 | -4% | |||
| 60 | $KEX | KIRBY CORP | Industrials | $4.4M | 0.5% | 34K | -3% | |||
| 61 | $RRC | RANGE RESOURCES CORP | Energy | $4.4M | 0.5% | 118K | -2% | |||
| 62 | $OLN | OLIN Corp | Healthcare | $4.3M | 0.5% | 278K | +29% | |||
| 63 | — | ASPEED TECHNOLOGY INC TWD 10.0 - COM | — | $4.3M | 0.5% | 7,280 | -3% | |||
| 64 | $FNB | FNB CORP/PA/ | Financials | $4.3M | 0.5% | 249K | -3% | |||
| 65 | $NXE | NexGen Energy Ltd. | Materials | $4.2M | 0.5% | 465K | -3% | |||
| 66 | $KNX | Knight-Swift Transportation Holdings Inc. | Industrials | $4.2M | 0.5% | 67K | -2% | |||
| 67 | $MOS | MOSAIC CO | Materials | $4.1M | 0.5% | 191K | New | |||
| 68 | $AIR | AAR CORP | Industrials | $4.1M | 0.5% | 40K | -28% | |||
| 69 | $MNTN | MNTN, Inc. | Technology | $4.1M | 0.5% | 401K | New | |||
| 70 | $SNA | Snap-on Inc | Industrials | $4.0M | 0.4% | 11K | -2% | |||
| 71 | — | ETERNAL LTD - COM | — | $4.0M | 0.4% | 1.20M | -25% | |||
| 72 | $WM | WASTE MANAGEMENT INC | Utilities | $4.0M | 0.4% | 20K | -2% | |||
| 73 | $NXPI | NXP Semiconductors N.V. | Technology | $4.0M | 0.4% | 17K | -2% | |||
| 74 | $AVNT | AVIENT CORP | Materials | $4.0M | 0.4% | 98K | -3% | |||
| 75 | — | SK HYNIX INC KRW 5000.0 - COM | — | $3.9M | 0.4% | 3,000 | +205% | |||
| 76 | $NDAQ | NASDAQ, INC. | Financials | $3.9M | 0.4% | 43K | -3% | |||
| 77 | $CAT | CATERPILLAR INC | Industrials | $3.9M | 0.4% | 4,768 | -1% | |||
| 78 | $COR | Cencora, Inc. | Consumer Staples | $3.9M | 0.4% | 13K | -2% | |||
| 79 | — | LARSEN plus TOUBRO LTD INR 2.0 - COM | — | $3.9M | 0.4% | 98K | — | |||
| 80 | — | TSE CO LTD KRW 500.0 - COM | — | $3.8M | 0.4% | 18K | -10% | |||
| 81 | $UNP | UNION PACIFIC CORP | Industrials | $3.8M | 0.4% | 14K | -2% | |||
| 82 | $NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | $3.8M | 0.4% | 27K | -2% | |||
| 83 | $RRX | REGAL REXNORD CORP | Industrials | $3.8M | 0.4% | 24K | +42% | |||
| 84 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $3.7M | 0.4% | 28K | -2% | |||
| 85 | $BDC | BELDEN INC. | Materials | $3.7M | 0.4% | 35K | -3% | |||
| 86 | $AZN | ASTRAZENECA PLC | Healthcare | $3.7M | 0.4% | 23K | -2% | |||
| 87 | — | PRESTIGE ESTATES PROJECTS INR 10.0 - COM | — | $3.7M | 0.4% | 240K | -17% | |||
| 88 | $LMT | LOCKHEED MARTIN CORP | Industrials | $3.6M | 0.4% | 7,159 | -2% | |||
| 89 | $FANG | Diamondback Energy, Inc. | Energy | $3.6M | 0.4% | 20K | -2% | |||
| 90 | — | HDFC BANK LTD INR 1.0 - COM | — | $3.6M | 0.4% | 491K | — | |||
| 91 | $FLR | FLUOR CORP | Industrials | $3.6M | 0.4% | 75K | -2% | |||
| 92 | $OSIS | OSI SYSTEMS INC | Technology | $3.6M | 0.4% | 18K | -2% | |||
| 93 | — | SAMSUNG ELECTRONICS CO LT KRW 100.0 - COM | — | $3.6M | 0.4% | 18K | -10% | |||
| 94 | — | PETROLEO BRASILEIRO SA F SPONSORED ADR 1 ADR REPS 2 ORD SHS - SP ADR NON VTG | — | $3.6M | 0.4% | 170K | -2% | |||
| 95 | — | INFO EDGE INDIA LTD INR 2.0 - COM | — | $3.5M | 0.4% | 277K | — | |||
| 96 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $3.5M | 0.4% | 15K | -2% | |||
| 97 | $SF | STIFEL FINANCIAL CORP | Financials | $3.5M | 0.4% | 49K | -2% | |||
| 98 | $AXSM | Axsome Therapeutics, Inc. | Healthcare | $3.4M | 0.4% | 19K | -2% | |||
| 99 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $3.4M | 0.4% | 13K | -2% | |||
| 100 | $UUUU | ENERGY FUELS INC | Materials | $3.4M | 0.4% | 306K | -2% | |||
| 101 | $EZRA | Reliance Global Group, Inc. | Financials | $3.4M | 0.4% | 8,766 | +0.1% | |||
| 102 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $3.4M | 0.4% | 36K | -2% | |||
| 103 | $TGT | TARGET CORP | Consumer Staples | $3.3M | 0.4% | 21K | -2% | |||
| 104 | $APD | Air Products & Chemicals, Inc. | Materials | $3.3M | 0.4% | 12K | -2% | |||
| 105 | $IE | Ivanhoe Electric Inc. | Materials | $3.3M | 0.4% | 329K | +34% | |||
| 106 | $PANW | Palo Alto Networks Inc | Technology | $3.3M | 0.4% | 8,184 | -3% | |||
| 107 | $LYB | LyondellBasell Industries N.V. | Materials | $3.2M | 0.3% | 56K | -2% | |||
| 108 | $ALB | ALBEMARLE CORP | Materials | $3.2M | 0.3% | 30K | -2% | |||
| 109 | — | CITY UNION BANK LTD INR 1.0 - COM | — | $3.1M | 0.3% | 1.33M | — | |||
| 110 | $WTTR | Select Water Solutions, Inc. | Energy | $3.1M | 0.3% | 158K | -30% | |||
| 111 | $SBSW | Sibanye Stillwater Ltd | Materials | $3.1M | 0.3% | 301K | -3% | |||
| 112 | $PLD | Prologis, Inc. | Real Estate | $2.9M | 0.3% | 22K | -2% | |||
| 113 | $RPRX | Royalty Pharma plc | Healthcare | $2.8M | 0.3% | 48K | -2% | |||
| 114 | — | ONE 97 COMMUNICATIONS LTD INR 1.0 - COM | — | $2.8M | 0.3% | 160K | -11% | |||
| 115 | $SCI | SERVICE CORP INTERNATIONAL | Consumer Discretionary | $2.7M | 0.3% | 35K | -2% | |||
| 116 | $JPM | JPMORGAN CHASE & CO | Financials | $2.6M | 0.3% | 7,828 | -2% | |||
| 117 | $FITB | FIFTH THIRD BANCORP | Financials | $2.5M | 0.3% | 50K | New | |||
| 118 | $SLI | STANDARD LITHIUM LTD. | Healthcare | $2.5M | 0.3% | 1.36M | +39% | |||
| 119 | — | LODHA DEVELOPERS LTD INR 10.0 144A - COM | — | $2.5M | 0.3% | 210K | — | |||
| 120 | $APH | AMPHENOL CORP /DE/ | Technology | $2.4M | 0.3% | 28K | +88% | |||
| 121 | $GEV | GE Vernova Inc. | Industrials | $2.4M | 0.3% | 2,488 | +0.2% | |||
| 122 | — | MEDIATEK INC TWD 10.0 - COM | — | $2.3M | 0.3% | 15K | — | |||
| 123 | — | WIWYNN CORP TWD 10.0 - COM | — | $2.2M | 0.3% | 34K | +286% | |||
| 124 | — | JENTECH PRECISION INDUSTRI TWD 10.0 - COM | — | $2.2M | 0.3% | 11K | +12% | |||
| 125 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $2.2M | 0.2% | 13K | -3% | |||
| 126 | $EXE | EXPAND ENERGY Corp | Energy | $2.2M | 0.2% | 26K | +41% | |||
| 127 | $ASB | ASSOCIATED BANC-CORP | Financials | $2.2M | 0.2% | 77K | New | |||
| 128 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $2.2M | 0.2% | 14K | New | |||
| 129 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $2.2M | 0.2% | 8,189 | — | |||
| 130 | — | AXIS BANK LTD INR 2.0 - COM | — | $2.2M | 0.2% | 170K | — | |||
| 131 | $AOS | SMITH A O CORP | Technology | $2.2M | 0.2% | 38K | -5% | |||
| 132 | $TXT | TEXTRON INC | Industrials | $2.1M | 0.2% | 28K | -2% | |||
| 133 | — | EOPTOLINK TECHNOLOGY INC LT CNY 1.0 - COM | — | $2.1M | 0.2% | 36K | -21% | |||
| 134 | — | BHARAT ELECTRONICS LTD INR 1.0 - COM | — | $2.0M | 0.2% | 500K | — | |||
| 135 | — | STATE BANK OF INDIA INR 1.0 - COM | — | $2.0M | 0.2% | 202K | -4% | |||
| 136 | — | ASIA VITAL COMPONENTS CO L TWD 10.0 - COM | — | $1.9M | 0.2% | 18K | +38% | |||
| 137 | — | ALCHIP TECHNOLOGIES LTD TWD 10.0 - COM | — | $1.9M | 0.2% | 16K | +27% | |||
| 138 | $CRNT | CERAGON NETWORKS LTD | Technology | $1.9M | 0.2% | 897K | -2% | |||
| 139 | — | MOBILE WORLD INVESTMENT VND 10000.0 - COM | — | $1.8M | 0.2% | 660K | — | |||
| 140 | $RAC | Rithm Acquisition Corp. | Financials | $1.8M | 0.2% | 199K | -2% | |||
| 141 | $GLW | CORNING INC /NY | Materials | $1.8M | 0.2% | 12K | — | |||
| 142 | $DAL | DELTA AIR LINES, INC. | Industrials | $1.7M | 0.2% | 21K | — | |||
| 143 | — | HYUNDAI EN KRW5000 - COM | — | $1.7M | 0.2% | 20K | — | |||
| 144 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.7M | 0.2% | 7,901 | -2% | |||
| 145 | — | TIMKEN INDIA LTD INR 10.0 - COM | — | $1.7M | 0.2% | 51K | — | |||
| 146 | — | LIFE INSURANCE CORP OF IND INR 10.0 - COM | — | $1.6M | 0.2% | 400K | +100% | |||
| 147 | — | KRISHNA INSTITUTE OF M INR 2.0 144A - COM | — | $1.6M | 0.2% | 210K | — | |||
| 148 | $O | REALTY INCOME CORP | Real Estate | $1.6M | 0.2% | 29K | — | |||
| 149 | — | ZHONGJI INNOLIGHT CO LTD CNY 1.0 - COM | — | $1.6M | 0.2% | 13K | +279% | |||
| 150 | — | VA TECH WABAG LTD INR 2.0 - COM | — | $1.5M | 0.2% | 70K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 19 new, 52 added to, 136 trimmed, 18 sold out. Share-count changes; largest moves by dollar size first.
New positions (19)
$MDGLMADRIGAL PHARMACEUTICALS, INC.$6.5M
first bought this quarter
$GBCIGLACIER BANCORP, INC.$5.2M
first bought this quarter
$MOSMOSAIC CO$4.1M
first bought this quarter
$MNTNMNTN, Inc.$4.1M
first bought this quarter
$FITBFIFTH THIRD BANCORP$2.5M
first bought this quarter
$ASBASSOCIATED BANC-CORP$2.2M
first bought this quarter
+13 more in the Excel export
Added to (52)
- SK HYNIX INC KRW 5000.0 - COM+205%
now $3.9M
- WIWYNN CORP TWD 10.0 - COM+286%
now $2.2M
$MRTNMARTEN TRANSPORT LTD+45%
now $5.1M · held 3 qtrs
- ZHONGJI INNOLIGHT CO LTD CNY 1.0 - COM+279%
now $1.6M
$TELTE Connectivity plc+30%
now $4.9M · held 2 qtrs, 2 adds in a row
$APHAMPHENOL CORP /DE/+88%
now $2.4M · held 4 qtrs
+46 more in the Excel export
Trimmed (136)
now $11.9M · held 5 qtrs, 2 trims in a row
now $10.0M · held 3 qtrs, 2 trims in a row
$AIRAAR CORP-28%
now $4.1M · held 11+ qtrs
$VLOVALERO ENERGY CORP/TX-19%
now $6.8M · held 11+ qtrs, 2 trims in a row
$WTTRSelect Water Solutions, Inc.-30%
now $3.1M · held 11+ qtrs, 3 trims in a row
- ETERNAL LTD - COM-25%
now $4.0M
+130 more in the Excel export
Sold out (18)
$LNTHLantheus Holdings, Inc.was $7.5M
held 10+ qtrs
$IONSIONIS PHARMACEUTICALS INCwas $4.8M
held 4 qtrs
$ZETAZeta Global Holdings Corp.was $4.6M
held 4 qtrs
$HIGHARTFORD INSURANCE GROUP, INC.was $4.5M
held 10+ qtrs
$GXOGXO Logistics, Inc.was $4.0M
held 10+ qtrs
$AONAon plcwas $3.3M
+12 more in the Excel export
Holdings by quarter
Every 13F Stanley-Laman Group, Ltd. has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow Stanley-Laman Group, Ltd.?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Stanley-Laman Group, Ltd.'s top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-3.3%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 29% over the last 4
Top 10 weight
20%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
85%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Stanley-Laman Group, Ltd. disclosed 299 positions worth $915.1M in its Form 13F-HR for Q3 2026, led by $GOOGL (Alphabet Inc.) at 2.8% of the equity portfolio, followed by $AMD and $LRCX. During the quarter the fund opened 19 new positions and exited 18 — including a new stake in $MDGL and a full exit from $LNTH. The portfolio is most concentrated in Technology (39.9% of disclosed assets). All figures are sourced directly from Stanley-Laman Group, Ltd.’s Form 13F-HR filing with the SEC under CIK 1601489.
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