Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- Latest filing
- Aug 5, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 8, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 235
- +11 vs. Q1 2023
- Portfolio value
- $605.5M
- +$43.7M (+7.8%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DNNDenison Mines Corp. | COM | 15,448 | $19.3K | <0.1% | −889−5.4% | Reduced | History |
| Akr Corporindo TBK PT Idr 20.0Y71161163 | COM | 1,188,200 | $111.9K | <0.1% | +1,188,200 | New | – |
| MPTMedical Properties Trust Inc | COM | 15,000 | $138.9K | <0.1% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 421 | $202.4K | <0.1% | +421 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,784 | $203.2K | <0.1% | +1,784 | New | History |
| ITWIllinois Tool Works Inc | Stock | 823 | $205.9K | <0.1% | 00.0% | Unchanged | History |
| PINSPinterest, Inc. | CL A | 7,565 | $206.8K | <0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 935 | $207.6K | <0.1% | +28+3.1% | Added | History |
| GDGeneral Dynamics Corp | Stock | 967 | $208.1K | <0.1% | +22+2.3% | Added | History |
| ADBEAdobe Inc. | Stock | 432 | $211.2K | <0.1% | +432 | New | History |
| SBUXStarbucks Corp | Stock | 2,135 | $211.5K | <0.1% | +5+0.2% | Added | History |
| NFLXNetflix Inc | Stock | 481 | $211.9K | <0.1% | +481 | New | History |
| ASMLASML Holding NV | ADR | 295 | $213.8K | <0.1% | −1−0.3% | Reduced | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1,495 | $217.7K | <0.1% | +1,495 | New | History |
| CICigna Group | Stock | 779 | $218.6K | <0.1% | +779 | New | History |
| BNYBank of New York Mellon Corp | Stock | 4,937 | $219.8K | <0.1% | +4,937 | New | History |
| ENBEnbridge Inc | Stock | 5,968 | $221.7K | <0.1% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 951 | $228.2K | <0.1% | +3+0.3% | Added | History |
| SYKStryker Corp | Stock | 754 | $230.0K | <0.1% | −251−25.0% | Reduced | History |
| RSGRepublic Services, Inc. | COM | 1,512 | $231.6K | <0.1% | +1,512 | New | History |
| EGRXEagle Pharmaceuticals, Inc. | COM | 12,000 | $233.3K | <0.1% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 2,660 | $234.3K | <0.1% | +6+0.2% | Added | History |
| FTNTFortinet, Inc. | Stock | 3,105 | $234.7K | <0.1% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 451 | $235.3K | <0.1% | +12+2.7% | Added | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,079 | $239.6K | <0.1% | +24+1.2% | Added | – |
| GLWCorning Inc | COM | 7,002 | $245.3K | <0.1% | +14+0.2% | Added | History |
| BDXBecton Dickinson & Co | Stock | 947 | $250.0K | <0.1% | +1+0.1% | Added | History |
| SHOPShopify Inc. | Stock | 3,913 | $252.8K | <0.1% | +3,913 | New | History |
| Quang Ngai Sugar JSC VND 10000.0Y71687100 | COM | 138,500 | $254.8K | <0.1% | −364,876−72.5% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,190 | $262.1K | <0.1% | +19+1.6% | Added | – |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 4,219 | $262.9K | <0.1% | +4,219 | New | History |
| NHN KCP Corp KRW 500.0Y7871J102 | COM | 34,776 | $264.7K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,415 | $269.9K | <0.1% | +37+1.1% | Added | – |
| LG Household and Health Care Cum PFDY5275R118 | COM | 1,900 | $270.4K | <0.1% | 00.0% | Unchanged | – |
| MNDYmonday.com Ltd. | SHS | 1,644 | $281.5K | <0.1% | −36,989−95.7% | Reduced | History |
| RBLXRoblox Corp | Stock | 7,022 | $283.0K | <0.1% | +5+0.1% | Added | History |
| GLBEGlobal-E Online Ltd. | SHS | 6,914 | $283.1K | <0.1% | 00.0% | Unchanged | History |
| EPDEnterprise Products Partners L.P. | Stock | 11,204 | $295.2K | <0.1% | +11,204 | New | History |
| WMTWalmart Inc. | Stock | 1,969 | $309.5K | 0.1% | +1+0.1% | Added | History |
| ACNAccenture plc | Stock | 1,019 | $314.4K | 0.1% | −32−3.0% | Reduced | History |
| JNJJohnson & Johnson | Stock | 1,910 | $316.1K | 0.1% | +43+2.3% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,886 | $318.0K | 0.1% | −1,646−19.3% | Reduced | – |
| Airports Corp of Vietna VND 10000.0Y002B8109 | COM | 110,000 | $341.4K | 0.1% | +10,000+10.0% | Added | – |
| CSCOCisco Systems, Inc. | Stock | 6,792 | $351.4K | 0.1% | +23+0.3% | Added | History |
| MDLZMondelez International, Inc. | Stock | 4,925 | $359.2K | 0.1% | +10.0% | Added | History |
| ORCLOracle Corp | Stock | 3,017 | $359.3K | 0.1% | 00.0% | Unchanged | History |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 2,078 | $361.3K | 0.1% | +125+6.4% | Added | – |
| TXNTexas Instruments Inc | Stock | 2,074 | $373.4K | 0.1% | +801+62.9% | Added | History |
| China Lesso Group Holdings HKD 0.05G2157Q102 | COM | 581,000 | $381.1K | 0.1% | 00.0% | Unchanged | – |
| Haier Smart Home Co Ltd Cny 1.0Y298BN100 | COM | 126,332 | $397.4K | 0.1% | 00.0% | Unchanged | – |
| MRKMerck & Co., Inc. | Stock | 3,456 | $398.8K | 0.1% | +7+0.2% | Added | History |
| PFEPfizer Inc | Stock | 10,877 | $399.0K | 0.1% | +10,877 | New | History |
| METAMeta Platforms, Inc. | Stock | 1,401 | $402.1K | 0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,571 | $410.9K | 0.1% | −421−21.1% | Reduced | – |
| MCDMcDonalds Corp | Stock | 1,385 | $413.3K | 0.1% | +527+61.4% | Added | History |
| BACBank of America Corp | Stock | 14,618 | $419.4K | 0.1% | +618+4.4% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 6,780 | $433.6K | 0.1% | +1,007+17.4% | Added | History |
| Samsung SDS Co Ltd KRW 500.0Y7T72C103 | COM | 4,700 | $438.4K | 0.1% | 00.0% | Unchanged | – |
| PEPPepsiCo Inc | Stock | 2,445 | $452.9K | 0.1% | +2+0.1% | Added | History |
| CVSCVS Health Corp | Stock | 6,833 | $472.4K | 0.1% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 1,069 | $501.7K | 0.1% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 100 | $517.8K | 0.1% | +100 | New | History |
| INTUIntuit Inc. | Stock | 1,151 | $527.4K | 0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 2,158 | $538.9K | 0.1% | +2,158 | New | History |
| Douzone Bizon Co Ltd KRW 500.0Y2197R102 | COM | 23,033 | $541.0K | 0.1% | 00.0% | Unchanged | – |
| KOCoca Cola Co | Stock | 9,170 | $552.2K | 0.1% | +5+0.1% | Added | History |
| Anjoy Foods Group Co Ltd Cny 1.0Y265F3109 | COM | 28,000 | $565.9K | 0.1% | −22,000−44.0% | Reduced | – |
| RFRegions Financial Corp | COM | 31,794 | $566.6K | 0.1% | −2,535−7.4% | Reduced | History |
| EXFYExpensify, Inc. | COM CL A | 71,789 | $572.9K | 0.1% | −3,903−5.2% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 4,000 | $581.8K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,777 | $596.1K | 0.1% | +3,777 | New | – |
| PGProcter & Gamble Co | Stock | 3,930 | $596.3K | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 5,417 | $648.4K | 0.1% | +1,000+22.6% | Added | History |
| Weichai Power Co Ltd Cny 1.0Y9531A109 | COM | 465,000 | $681.2K | 0.1% | −335,000−41.9% | Reduced | – |
| IPInternational Paper Co | COM | 21,435 | $681.8K | 0.1% | 00.0% | Unchanged | History |
| JAMFJamf Holding Corp. | COM | 36,539 | $713.2K | 0.1% | −2,040−5.3% | Reduced | History |
| Sunny Friend Environmental TWD 10.0Y8T409107 | COM | 155,000 | $724.1K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,653 | $730.1K | 0.1% | +2,653 | New | – |
| Indofood CBP Sukses Makmur Idr 50.0Y71260106 | COM | 1,000,000 | $754.5K | 0.1% | 00.0% | Unchanged | – |
| Syarikat Takaful Malaysia K Myr 0.2Y8344M102 | COM | 1,082,422 | $769.9K | 0.1% | 00.0% | Unchanged | – |
| Life Insurance Corp of Ind Inr 10.0Y5284Z119 | COM | 100,000 | $771.9K | 0.1% | +100,000 | New | – |
| Bank BTPN Syariah TBK PT Idr 100.0Y713AP104 | COM | 6,000,000 | $826.4K | 0.1% | +3,000,000+100.0% | Added | – |
| Hugel Inc KRW 500.0Y3R47A100 | COM | 10,000 | $834.8K | 0.1% | 00.0% | Unchanged | – |
| Chularat Hospital PCL THB 0.1Y1613L145 | COM | 10,000,000 | $846.1K | 0.1% | +10,000,000 | New | – |
| YOUClear Secure, Inc. | COM CL A | 37,270 | $863.5K | 0.1% | −2,891−7.2% | Reduced | History |
| Dassault Sys S A Sponsored ADR237545108 | COM | 19,452 | $864.4K | 0.1% | −1,867−8.8% | Reduced | – |
| SNPSSynopsys Inc | COM | 1,990 | $866.5K | 0.1% | 00.0% | Unchanged | History |
| Dragon Cap ETF DCVFMVN DiamondMM002P73K | COM | 850,000 | $868.2K | 0.1% | 00.0% | Unchanged | – |
| Koh Young Technology Inc KRW 500.0Y4810R105 | COM | 75,687 | $884.6K | 0.1% | 00.0% | Unchanged | – |
| BRZEBraze, Inc. | Stock | 20,584 | $901.4K | 0.1% | −1,564−7.1% | Reduced | History |
| LAWCS Disco, Inc. | COM | 109,920 | $903.5K | 0.1% | −7,309−6.2% | Reduced | History |
| AMPLAmplitude, Inc. | Stock | 85,495 | $940.4K | 0.2% | −5,697−6.2% | Reduced | History |
| NCNOnCino, Inc. | COM | 31,682 | $954.3K | 0.2% | −2,933−8.5% | Reduced | History |
| L'Occitane International S Eur 0.03L6071D109 | COM | 400,000 | $961.6K | 0.2% | 00.0% | Unchanged | – |
| Hong Kong Exchanges and Cle HKD 1.0Y3506N139 | COM | 26,972 | $1.02M | 0.2% | 00.0% | Unchanged | – |
| Nagacorp Ltd.G6382M109 | COM | 2,036,831 | $1.07M | 0.2% | +18,812+0.9% | Added | – |
| Classys Inc KRW 100.0Y49932109 | COM | 44,038 | $1.08M | 0.2% | −39,000−47.0% | Reduced | – |
| ORealty Income Corp | REIT | 18,285 | $1.09M | 0.2% | 00.0% | Unchanged | History |
| Shenzhen Sunlord Electronic Cny 1.0Y77435108 | COM | 333,817 | $1.10M | 0.2% | 00.0% | Unchanged | – |
| Alkem Laboratories Ltd Inr 2.0Y0R6P5102 | COM | 26,000 | $1.11M | 0.2% | 00.0% | Unchanged | – |
Sold out since Q1 2023 (11)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| ZMZoom Communications, Inc. | Stock | 69,399 | $5.12M | 0.9% | History |
| DOCUDocuSign, Inc. | Stock | 73,955 | $4.31M | 0.8% | History |
| NDAQNasdaq, Inc. | COM | 53,894 | $2.95M | 0.5% | History |
| ZDZiff Davis, Inc. | COM | 35,578 | $2.78M | 0.5% | History |
| TTK Prestige Ltd Inr 1.0Y89993144 | COM | 80,000 | $680.8K | 0.1% | – |
| Natco Pharma Ltd Inr 2.0Y6211C157 | COM | 99,144 | $679.6K | 0.1% | – |
| Stalexport Autostrady SA PLN 2.0X8487G103 | COM | 924,064 | $579.1K | 0.1% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,408 | $232.8K | <0.1% | – |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 4,000 | $229.6K | <0.1% | History |
| GILDGilead Sciences, Inc. | Stock | 2,554 | $211.9K | <0.1% | History |
| SXTSensient Technologies Corp | COM | 2,667 | $204.2K | <0.1% | History |