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Stanley-Laman Group, Ltd. — 13F Holdings & Portfolio

CIK 1601489 · latest 13F-HR filed 2026-08-05

Backtest portfolio

Stanley-Laman Group, Ltd. manages $984.2M in 13F-reported U.S. long-equity assets across 298 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are LRCX (2.80%), GOOGL (2.71%), KLAC (2.31%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 33 new positions and exited 29; 164 existing positions rose in reported value and 57 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$984.2M

Long-equity book

Holdings
298

Distinct positions

Period
2026-06-30

Filed 2026-08-05

Q/Q Activity
+33 / −29 / ↑164 / ↓57

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
LRCX2.8% · -4%GOOGL2.7% · -2%KLAC2.3% · +871%AMD2.3% · -3%AMZN1.9% · -2%ASML1.8% · -34%MU1.8% · -2%ARM1.7% · -3%COHU1.6% · -1%RTX1.5% · -2%NVDA1.5% · -4%TSM1.5% · -2%AMAT1.4% · -2%AVGO1.4% · -1%CCJ1.3% · -1%MPWR1.3% · -3%AAPL1.2% · -0%MRVL1.2% · -2%ETR1.1% · -1%ONTO1.1% · -1%MSFT1.1% · -0%ANET1.1% · -3%LIN1.1% · -1%TTI1.0% · -1%TER1.0% · newVRT1.0% · -2%JBL1.0% · -1%STX0.9% · newHPE0.9% · -26%LLY0.8% · -1%AIR0.8% · -0%VAL0.8% · -1%LNTH0.8% · -20%CVS0.8% · -1%TTWO0.7% · -0%VOO0.7% · +0%MA0.7% · +0%SNX0.6% · -2%BA0.6% · -0%FN0.6% · newPH0.6% · +0%WFRD0.6% · -1%CORT0.6% · -1%VLO0.6% · -2%CFG0.6% · -0%GSK0.6% · -0%IBKR0.6% · -2%SLB0.5% · -1%KNX0.5% · -2%ADM0.5% · -2%CAT0.5% · 0%AR0.5% · -0%CAE0.5% · -0%FNB0.5% · -0%IONS0.5% · +55%COST0.5% · +0%PRESTIGE ESTATES0.5% · -10%NXPI0.5% · -2%KEX0.5% · -6%AXSM0.5% · -0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 20.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 27, 2026.

Assets Under Management
$1.02B
Discretionary
$963.9M
Employees
24
Accounts
787
Address
1235 WESTLAKES DR
SUITE 295
BERWYN, PA 19312
Phone
(610) 993-9100
Website
Name Title / Status Ownership Type
EATON, DAVID, CALDWELL ControlDIRECTOR & VICE-PRESIDENT
since Apr 1991
10–25%Individual
LAMAN, JAMES, J. ControlDIRECTOR, VICE-PRESIDENT & TREASURER
since Apr 1991
10–25%Individual
STANLEY, WILLIAM, G ControlDIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER
since Apr 1991
50–75%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 164 →

Top Trims

Show all 57 →

New Positions

Show all 33 →

Exited Positions

Show all 29 →

Stanley-Laman Group, Ltd. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 LAM RESH CORP LRCX 512807306 $27.6M 2.80% 63,629 SH
2 ALPHABET INC CLASS A GOOGL 02079K305 $26.7M 2.71% 74,676 SH
3 KLA CORP KLAC 482480100 $22.8M 2.31% 75,444 SH
4 ADVANCED MICRO DEVICES I AMD 007903107 $22.2M 2.25% 38,205 SH
5 AMAZON.COM INC AMZN 023135106 $18.5M 1.88% 77,572 SH
6 ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS ASML N07059210 $18.1M 1.83% 9,077 SH
7 MICRON TECHNOLOGY INC MU 595112103 $17.9M 1.82% 15,486 SH
8 ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS ARM 042068205 $16.3M 1.65% 45,843 SH
9 COHU INC COHU 192576106 $15.3M 1.55% 206,620 SH
10 RTX CORP RTX 75513E101 $15.2M 1.55% 80,359 SH
11 NVIDIA CORP NVDA 67066G104 $14.9M 1.52% 74,661 SH
12 TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS TSM 874039100 $14.7M 1.49% 30,805 SH
13 APPLIED MATLS INC AMAT 038222105 $14.2M 1.45% 19,689 SH
14 BROADCOM INC AVGO 11135F101 $13.4M 1.36% 35,446 SH
15 CAMECO CORP F CCJ 13321L108 $13.2M 1.34% 129,588 SH
16 MONOLITHIC PWR SYS INC MPWR 609839105 $12.7M 1.29% 9,172 SH
17 APPLE INC AAPL 037833100 $12.3M 1.25% 42,512 SH
18 MARVELL TECHNOLOGY INC MRVL 573874104 $11.8M 1.20% 39,579 SH
19 ENTERGY CORP NEW ETR 29364G103 $11.0M 1.12% 95,769 SH
20 ONTO INNOVATION INC ONTO 683344105 $11.0M 1.12% 29,021 SH
21 MICROSOFT CORP MSFT 594918104 $10.9M 1.11% 29,242 SH
22 ARISTA NETWORKS INC ANET 040413205 $10.4M 1.06% 61,293 SH
23 LINDE PLC F LIN G5494J103 $10.4M 1.05% 19,948 SH
24 TETRA TECHNOLOGIES INC D TTI 88162F105 $10.1M 1.02% 890,023 SH
25 TERADYNE INC TER 880770102 $9.8M 0.99% 20,153 SH
26 VERTIV HLDGS CO CLASS A VRT 92537N108 $9.6M 0.97% 28,634 SH
27 JABIL INC JBL 466313103 $9.4M 0.96% 24,410 SH
28 SEAGATE TECHNOLOGY H F STX G7997R103 $8.5M 0.86% 8,763 SH
29 HEWLETT PACKARD ENTERPRI HPE 42824C109 $8.5M 0.86% 187,381 SH
30 ELI LILLY AND CO LLY 532457108 $8.1M 0.82% 6,747 SH
31 AAR CORP AIR 000361105 $8.1M 0.82% 56,346 SH
32 VALARIS LTD F VAL G9460G101 $7.6M 0.77% 104,946 SH
33 LANTHEUS HLDGS INC LNTH 516544103 $7.5M 0.77% 67,964 SH
34 CVS HEALTH CORP CVS 126650100 $7.4M 0.76% 71,877 SH
35 TAKE-TWO INTERACTIVE SOF TTWO 874054109 $7.1M 0.72% 28,352 SH
36 VANGUARD S&P 500 ETF VOO 922908363 $7.0M 0.71% 10,228 SH
37 MASTERCARD INC CLASS A MA 57636Q104 $6.7M 0.68% 13,121 SH
38 TD SYNNEX CORP SNX 87162W100 $6.4M 0.65% 23,891 SH
39 BOEING CO BA 097023105 $6.3M 0.64% 29,083 SH
40 FABRINET F FN G3323L100 $6.3M 0.64% 11,181 SH
41 PARKER-HANNIFIN CORP PH 701094104 $6.3M 0.64% 6,393 SH
42 WEATHERFORD INTL PLC F WFRD G48833118 $6.2M 0.63% 76,412 SH
43 CORCEPT THERAPEUTICS INC CORT 218352102 $5.9M 0.60% 68,196 SH
44 VALERO ENERGY CORP NEW VLO 91913Y100 $5.7M 0.57% 21,707 SH
45 CITIZENS FINL GROUP INC CFG 174610105 $5.5M 0.56% 78,867 SH
46 GSK PLC ADR F GSK 37733W204 $5.5M 0.56% 105,124 SH
47 INTERACTIVE BROKERS GROU CLASS A IBKR 45841N107 $5.5M 0.55% 62,757 SH
48 SLB LIMITED F SLB 806857108 $5.4M 0.55% 116,171 SH
49 KNIGHT-SWIFT TRANSN HLDG CLASS A KNX 499049104 $5.3M 0.54% 68,006 SH
50 ARCHER-DANIELS MIDLAND C ADM 039483102 $5.3M 0.54% 69,210 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $984.2M 298 0001376474-26-000532
2026-03-31 2026-04-16 $814.5M 295 0001376474-26-000292
2025-12-31 2026-01-23 $786.9M 306 0001376474-26-000069
Filer Information
Address
1235 WESTLAKES DRIVE
SUITE 295
BERWYN, PA 19312
Phone
(610) 993-9100
Filing Manager
Stanley-Laman Group, Ltd.
Berwyn, PA
Signatory
William G. Stanley
President/CCO