Stanley-Laman Group, Ltd.

Berwyn, PA · CIK 1601489 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityTHE STANLEY-LAMAN GROUP, LTD. (US)

Kindhedge funds, wealth
Others nearbyBerwyn, PA
FamilyStanley-Laman Group, Ltd. · 2 related pages

$983.6m reported value +20.9% vs Q1 2026

297positions

20.4%in top 10

33 new 59 added 120 reduced 29 sold out vs Q1 2026

Options: 1 call positions ($656.0k notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	LAM RESEARCH CORP COM NEW LRCX	LRCX	63,629	$27.6m2.80%	2.80%	Reduced -2.3k	-2,289 -3.5%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	74,676	$26.7m2.71%	2.71%	Reduced -1.3k	-1,328 -1.8%
3	KLA CORP COM NEW KLAC	KLAC	75,444	$22.8m2.31%	2.31%	Reduced -2.3k	-2,286 -2.9%
4	ADVANCED MICRO DEVICES INC COM AMD	AMD	38,205	$22.2m2.26%	2.26%	Reduced -1.2k	-1,234 -3.1%
5	AMAZON COM INC COM AMZN	AMZN	77,572	$18.5m1.88%	1.88%	Reduced -1.1k	-1,148 -1.5%
6	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	9,077	$18.1m1.84%	1.84%	Reduced -4.6k	-4,606 -33.7%
7	MICRON TECHNOLOGY INC COM MU	MU	15,486	$17.9m1.82%	1.82%	Reduced -395	-395 -2.5%
8	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	45,843	$16.3m1.65%	1.65%	Reduced -1.3k	-1,346 -2.9%
9	COHU INC COM COHU	COHU	206,620	$15.3m1.55%	1.55%	Reduced -2.4k	-2,392 -1.1%
10	RTX CORPORATION COM RTX	RTX	80,359	$15.2m1.55%	1.55%	Reduced -1.8k	-1,820 -2.2%
11	NVIDIA CORPORATION COM NVDA	NVDA	74,661	$14.9m1.52%	1.52%	Reduced -2.8k	-2,801 -3.6%
12	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	30,805	$14.7m1.50%	1.50%	Reduced -653	-653 -2.1%
13	APPLIED MATLS INC COM AMAT	AMAT	19,689	$14.2m1.45%	1.45%	Reduced -452	-452 -2.2%
14	BROADCOM INC COM AVGO	AVGO	35,446	$13.4m1.36%	1.36%	Reduced -492	-492 -1.4%
15	CAMECO CORP COM CCJ	CCJ	129,588	$13.2m1.34%	1.34%	Reduced -1.0k	-1,043 -0.8%
16	MONOLITHIC PWR SYS INC COM MPWR	MPWR	9,172	$12.7m1.29%	1.29%	Reduced -266	-266 -2.8%
17	APPLE INC COM AAPL	AAPL	42,512	$12.3m1.25%	1.25%	Reduced -174	-174 -0.4%
18	MARVELL TECHNOLOGY INC COM MRVL	MRVL	39,579	$11.8m1.20%	1.20%	Reduced -707	-707 -1.8%
19	ENTERGY CORP NEW COM ETR	ETR	95,769	$11.0m1.12%	1.12%	Reduced -1.3k	-1,291 -1.3%
20	ONTO INNOVATION INC COM ONTO	ONTO	29,021	$11.0m1.12%	1.12%	Reduced -316	-316 -1.1%
21	MICROSOFT CORP COM MSFT	MSFT	29,242	$10.9m1.11%	1.11%	Reduced -115	-115 -0.4%
22	ARISTA NETWORKS INC COM SHS ANET	ANET	61,293	$10.4m1.06%	1.06%	Reduced -1.7k	-1,686 -2.7%
23	LINDE PLC SHS 99952EUR	99952EUR	19,948	$10.4m1.05%	1.05%	Reduced -147	-147 -0.7%
24	TETRA TECHNOLOGIES INC DEL COM TTI	TTI	890,023	$10.1m1.03%	1.03%	Reduced -6.8k	-6,792 -0.8%
25	TERADYNE INC COM TER	TER	20,153	$9.8m0.99%	0.99%	New
26	VERTIV HOLDINGS CO COM CL A VRT	VRT	28,634	$9.6m0.97%	0.97%	Reduced -668	-668 -2.3%
27	JABIL INC COM JBL	JBL	24,410	$9.4m0.96%	0.96%	Reduced -202	-202 -0.8%
28	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	8,763	$8.5m0.86%	0.86%	New
29	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	187,381	$8.5m0.86%	0.86%	Reduced -64.6k	-64,593 -25.6%
30	ELI LILLY & CO COM LLY	LLY	6,747	$8.1m0.82%	0.82%	Reduced -40	-40 -0.6%
31	AAR CORP COM AIR	AIR	56,346	$8.1m0.82%	0.82%	Reduced -282	-282 -0.5%
32	VALARIS LTD CL A VAL	VAL	104,946	$7.6m0.77%	0.77%	Reduced -881	-881 -0.8%
33	LANTHEUS HLDGS INC COM LNTH	LNTH	67,964	$7.5m0.77%	0.77%	Reduced -17.5k	-17,510 -20.5%
34	CVS HEALTH CORP COM CVS	CVS	71,877	$7.4m0.76%	0.76%	Reduced -544	-544 -0.8%
35	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	28,352	$7.1m0.72%	0.72%	Reduced -100	-100 -0.3%
36	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	10,228	$7.0m0.71%	0.71%	Added +13	+13 0.1%
37	MASTERCARD INCORPORATED CL A MA	MA	13,121	$6.7m0.69%	0.69%	Added +29	+29 0.2%
38	TD SYNNEX CORPORATION COM SNX	SNX	23,891	$6.4m0.65%	0.65%	Reduced -568	-568 -2.3%
39	BOEING CO COM BA	BA	29,083	$6.3m0.64%	0.64%	Reduced -113	-113 -0.4%
40	FABRINET SHS FN	FN	11,181	$6.3m0.64%	0.64%	New
41	PARKER-HANNIFIN CORP COM PH	PH	6,393	$6.3m0.64%	0.64%	Added +5	+5 0.1%
42	WEATHERFORD INTL PLC ORD SHS WFRD	WFRD	76,412	$6.2m0.63%	0.63%	Reduced -520	-520 -0.7%
43	CORCEPT THERAPEUTICS INC COM CORT	CORT	68,196	$5.9m0.60%	0.60%	Reduced -429	-429 -0.6%
44	VALERO ENERGY CORP COM VLO	VLO	21,707	$5.7m0.57%	0.57%	Reduced -518	-518 -2.3%
45	CITIZENS FINL GROUP INC COM CFG	CFG	78,867	$5.5m0.56%	0.56%	Reduced -68	-68 -0.1%
46	GSK PLC SPONSORED ADR GSK	GSK	105,124	$5.5m0.56%	0.56%	Reduced -52	-52 -0.1%
47	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	62,757	$5.5m0.56%	0.56%	Reduced -1.3k	-1,263 -2.0%
48	SCHLUMBERGER LTD COM STK SLB	SLB	116,171	$5.4m0.55%	0.55%	Reduced -674	-674 -0.6%
49	KNIGHT-SWIFT TRANSN HLDGS IN CL A KNX	KNX	68,006	$5.3m0.54%	0.54%	Reduced -1.4k	-1,417 -2.0%
50	ARCHER DANIELS MIDLAND CO COM ADM	ADM	69,210	$5.3m0.54%	0.54%	Reduced -1.6k	-1,555 -2.2%
51	CATERPILLAR INC COM CAT	CAT	4,839	$5.2m0.52%	0.52%	Unchanged
52	ANTERO RESOURCES CORP COM AR	AR	145,470	$5.1m0.52%	0.52%	Reduced -278	-278 -0.2%
53	CAE INC COM CAE	CAE	196,476	$4.9m0.50%	0.50%	Reduced -928	-928 -0.5%
54	F N B CORP COM FNB	FNB	255,191	$4.9m0.50%	0.50%	Reduced -1.1k	-1,143 -0.5%
55	IONIS PHARMACEUTICALS INC COM IONS	IONS	60,842	$4.8m0.49%	0.49%	Added +21.5k	+21,536 54.8%
56	COSTCO WHSL CORP NEW COM COST	COST	5,135	$4.8m0.49%	0.49%	Added +8	+8 0.2%
57	PRESTIGE ESTATES PROJECTS INR 10.0 COM PEPL	PEPL	290,322	$4.8m0.49%	0.49%	Reduced -32.8k	-32,769 -10.1%
58	NXP SEMICONDUCTORS N V COM NXPI	NXPI	16,983	$4.8m0.49%	0.49%	Reduced -344	-344 -2.0%
59	KIRBY CORP COM KEX	KEX	34,649	$4.7m0.48%	0.48%	Reduced -2.2k	-2,249 -6.1%
60	AXSOME THERAPEUTICS INC COM AXSM	AXSM	19,170	$4.7m0.48%	0.48%	Reduced -90	-90 -0.5%
61	MARTEN TRANS LTD COM MRTN	MRTN	270,445	$4.7m0.48%	0.48%	Reduced -2.0k	-2,024 -0.7%
62	PURE STORAGE INC CL A P	P	59,266	$4.7m0.47%	0.47%	Reduced -815	-815 -1.4%
63	MCKESSON CORP COM MCK	MCK	6,143	$4.6m0.47%	0.47%	Added +11	+11 0.2%
64	NEUROCRINE BIOSCIENCES INC COM NBIX	NBIX	27,446	$4.6m0.47%	0.47%	Reduced -103	-103 -0.4%
65	ZETA GLOBAL HOLDINGS CORP CL A ZETA	ZETA	232,253	$4.6m0.46%	0.46%	Reduced -1.4k	-1,410 -0.6%
66	ENERGY FUELS INC COM NEW UUUU	UUUU	313,524	$4.5m0.46%	0.46%	Reduced -1.6k	-1,561 -0.5%
67	SNAP ON INC COM SNA	SNA	11,259	$4.5m0.46%	0.46%	Reduced -216	-216 -1.9%
68	SELECT WATER SOLUTIONS INC CL A COM WTTR	WTTR	226,325	$4.5m0.46%	0.46%	Reduced -120.2k	-120,168 -34.7%
69	HARTFORD INSURANCE GROUP INC COM HIG	HIG	34,075	$4.5m0.46%	0.46%	Reduced -162	-162 -0.5%
70	RANGE RES CORP COM RRC	RRC	120,781	$4.5m0.46%	0.46%	Added +1.5k	+1,455 1.2%
71	NEXGEN ENERGY LTD COM NXE	NXE	478,145	$4.5m0.46%	0.46%	Reduced -1.3k	-1,294 -0.3%
72	ZOMATO LTD INR 1.0 COM ETERNAL	ETERNAL	1,600,000	$4.5m0.46%	0.46%	Unchanged
73	ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR		23,593	$4.5m0.45%	0.45%	Reduced -457	-457 -1.9%
74	WASTE MGMT INC DEL COM WM	WM	19,874	$4.4m0.45%	0.45%	Reduced -484	-484 -2.4%
75	AMGEN INC COM AMGN	AMGN	12,227	$4.4m0.45%	0.45%	Reduced -238	-238 -1.9%
76	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	15,001	$4.4m0.44%	0.44%	Reduced -1.8k	-1,757 -10.5%
77	TJX COS INC NEW COM TJX	TJX	28,674	$4.3m0.44%	0.44%	Reduced -583	-583 -2.0%
78	Samsung Electronic KRW COM SSNLF	SSNLF	20,000	$4.3m0.44%	0.44%	Reduced -15.2k	-15,207 -43.2%
79	LARSEN plus TOUBRO LTD INR 2.0 COM LT	LT	98,141	$4.3m0.44%	0.44%	Reduced -1.9k	-1,859 -1.9%
80	OLIN CORP COM PAR $1 OLN	OLN	215,050	$4.3m0.43%	0.43%	Added +346	+346 0.2%
81	BELDEN INC COM BDC	BDC	35,469	$4.3m0.43%	0.43%	New
82	PATTERSON-UTI ENERGY INC COM PTEN	PTEN	459,416	$4.2m0.43%	0.43%	Reduced -71.2k	-71,218 -13.4%
83	ALBEMARLE CORP COM ALB	ALB	30,710	$4.1m0.42%	0.42%	Reduced -1.2k	-1,209 -3.8%
84	HDFC BANK LTD INR 1.0 COM HDFCB	HDFCB	490,560	$4.1m0.42%	0.42%	Unchanged
85	EOPTOLINK TECHNOLOGY INC LT CNY 1.0 COM 300502	300502	45,820	$4.1m0.42%	0.42%	Added +40.5k	+40,520 764.5%
86	OSI SYSTEMS INC COM OSIS	OSIS	18,722	$4.1m0.42%	0.42%	Reduced -74	-74 -0.4%
87	REGAL REXNORD CORPORATION COM RRX	RRX	17,085	$4.1m0.41%	0.41%	New
88	GXO LOGISTICS INCORPORATED COMMON STOCK GXO	GXO	79,094	$4.0m0.41%	0.41%	Reduced -305	-305 -0.4%
89	FLUOR CORP NEW COM FLR	FLR	76,417	$4.0m0.41%	0.41%	Reduced -297	-297 -0.4%
90	UNITED PARCEL SERVICE INC CL B UPS	UPS	36,648	$3.9m0.40%	0.40%	Reduced -700	-700 -1.9%
91	CHEVRON CORP NEW COM CVX	CVX	23,466	$3.9m0.40%	0.40%	Reduced -454	-454 -1.9%
92	ASPEED TECHNOLOGY INC TWD 10.0 COM 5274TWD	5274TWD	7,500	$3.9m0.39%	0.39%	Reduced -500	-500 -6.2%
93	UNION PAC CORP COM UNP	UNP	14,192	$3.9m0.39%	0.39%	Reduced -226	-226 -1.6%
94	AVIENT CORPORATION COM AVNT	AVNT	100,699	$3.7m0.38%	0.38%	Added +470	+470 0.5%
95	LOCKHEED MARTIN CORP COM LMT	LMT	7,284	$3.7m0.38%	0.38%	Reduced -194	-194 -2.6%
96	CENCORA INC COM COR	COR	13,057	$3.7m0.38%	0.38%	Reduced -279	-279 -2.1%
97	TE CONNECTIVITY PLC ORD SHS TEL	TEL	17,853	$3.6m0.37%	0.37%	New
98	AIR PRODS & CHEMS INC COM APD	APD	12,194	$3.6m0.36%	0.36%	New
99	DIAMONDBACK ENERGY INC COM FANG	FANG	20,147	$3.5m0.36%	0.36%	Reduced -390	-390 -1.9%
100	STIFEL FINL CORP COM SF	SF	50,151	$3.5m0.36%	0.36%	Reduced -989	-989 -1.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ANALOG DEVICES INC ADI	ADI	18,890	$6.0m18.9k shares
PTC INC PTC	PTC	27,069	$3.9m27.1k shares
CATALYST PHARMACEUTICALS INC CPRX	CPRX	155,021	$3.8m155.0k shares
INTUIT INTU	INTU	7,252	$3.1m7.3k shares
CARLYLE GROUP INC CG	CG	64,679	$3.1m64.7k shares
FPT CORP VND 10000.0 FPT	FPT	578,012	$1.6m578.0k shares
ALIBABA GROUP HLDG LTD BABA	BABA	13,000	$1.6m13.0k shares
DLF LTD INR 2.0 DLFU	DLFU	300,000	$1.6m300.0k shares
CYIENT LTD INR 5.0 CYL	CYL	191,241	$1.5m191.2k shares
MERCADOLIBRE INC MELI	MELI	800	$1.4m800 shares
WERIDE INC WRD	WRD	154,281	$1.2m154.3k shares
GRAB HOLDINGS LIMITED GRAB	GRAB	310,000	$1.1m310.0k shares
SEA LTD SE	SE	12,000	$993.7k12.0k shares
ZETRIX AI BHD MYR 0.1 MYEGMYR	MYEGMYR	5,000,000	$913.8k5.0m shares
GOTO GOJEK TOKOPEDIA TBK PT IDR 1.0 GTOFF	GTOFF	300,000,000	$900.3k300.0m shares
ZOETIS INC ZTS	ZTS	5,387	$636.8k5.4k shares
MSCI INC MSCI	MSCI	1,058	$570.3k1.1k shares
CHAILEASE HOLDING CO LTD TWD 10.0 5871TWD	5871TWD	130,979	$448.6k131.0k shares
HERSHEY CO HSY	HSY	1,818	$377.9k1.8k shares
BLACKROCK INC BLK	BLK	385	$370.3k385 shares
CONSTELLATION ENERGY CORP CEG	CEG	1,308	$365.3k1.3k shares
QUANG NGAI SUGAR JSC VND 10000.0 QNS	QNS	198,200	$358.1k198.2k shares
VISTRA CORP VST	VST	2,150	$323.2k2.1k shares
MCDONALDS CORP MCD	MCD	826	$256.7k826 shares
JOHNSON & JOHNSON JNJ	JNJ	825	$201.7k825 shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ISHARES TR IVV · Call	IVV	Call	876	$656.0k876 shares	Unchanged