Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- Latest filing
- Aug 5, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 23, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 305
- +54 vs. Q3 2025
- Portfolio value
- $784.7M
- +$85.4M (+12.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 74,739 | $23.4M | 3.0% | +1,522+2.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 44,162 | $21.4M | 2.7% | +3,757+9.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 76,145 | $17.6M | 2.2% | +7,551+11.0% | Added | History |
| RTXRTX Corp | Stock | 80,314 | $14.7M | 1.9% | +16,756+26.4% | Added | History |
| NVDANVIDIA Corp | Stock | 74,766 | $13.9M | 1.8% | +976+1.3% | Added | History |
| CCJCameco Corp | Stock | 140,075 | $12.8M | 1.6% | −14,749−9.5% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 34,937 | $12.1M | 1.5% | +552+1.6% | Added | History |
| LRCXLam Research Corp | Stock | 65,385 | $11.2M | 1.4% | −252−0.4% | Reduced | History |
| AAPLApple Inc. | Stock | 40,073 | $10.9M | 1.4% | +4,046+11.2% | Added | History |
| ASMLASML Holding NV | ADR | 13,525 | $10.5M | 1.3% | −12−0.1% | Reduced | History |
| TTITetra Technologies Inc | COM | 1,027,294 | $9.63M | 1.2% | −258,684−20.1% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 16,727 | $9.47M | 1.2% | +3,271+24.3% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 30,724 | $9.34M | 1.2% | +90.0% | Added | History |
| KLACKLA Corp | COM NEW | 7,621 | $9.26M | 1.2% | −6−0.1% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 14,286 | $8.96M | 1.1% | +5,606+64.6% | Added | – |
| ETREntergy Corp | COM | 94,426 | $8.73M | 1.1% | +4,966+5.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 12,699 | $8.38M | 1.1% | −256−2.0% | Reduced | History |
| MPWRMonolithic Power Systems, Inc. | COM | 9,237 | $8.37M | 1.1% | +20.0% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 45,265 | $8.34M | 1.1% | +11,118+32.6% | Added | History |
| LINLinde PLC | SHS | 19,244 | $8.21M | 1.0% | +1,049+5.8% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 38,216 | $8.18M | 1.0% | −58−0.2% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 61,153 | $8.01M | 1.0% | +75+0.1% | Added | History |
| MAMastercard Inc | Stock | 12,812 | $7.31M | 0.9% | +3,705+40.7% | Added | History |
| LLYEli Lilly & Co | Stock | 6,465 | $6.95M | 0.9% | +2,665+70.1% | Added | History |
| VALValaris Ltd | CL A | 122,122 | $6.15M | 0.8% | +5,163+4.4% | Added | History |
| BABoeing Co | Stock | 28,291 | $6.14M | 0.8% | +5,131+22.2% | Added | History |
| SNPSSynopsys Inc | COM | 12,705 | $5.97M | 0.8% | −172−1.3% | Reduced | History |
| CAECae Inc | COM | 194,624 | $5.92M | 0.8% | +10,317+5.6% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 23,051 | $5.90M | 0.8% | +1,379+6.4% | Added | History |
| WFRDWeatherford International plc | ORD SHS | 75,363 | $5.90M | 0.8% | +4,086+5.7% | Added | History |
| INTUIntuit Inc. | Stock | 8,807 | $5.83M | 0.7% | +443+5.3% | Added | History |
| ORCLOracle Corp | Stock | 29,655 | $5.78M | 0.7% | −282−0.9% | Reduced | History |
| Prestige Estates Projects Inr 10.0Y707AN101 | COM | 323,091 | $5.67M | 0.7% | 00.0% | Unchanged | – |
| CVSCVS Health Corp | Stock | 70,440 | $5.59M | 0.7% | +3,664+5.5% | Added | History |
| JBLJabil Inc | Stock | 24,323 | $5.55M | 0.7% | +1,676+7.4% | Added | History |
| PHParker-Hannifin Corp | Stock | 6,248 | $5.49M | 0.7% | +430+7.4% | Added | History |
| Bharat Electronics Ltd Inr 1.0Y0881Q141 | COM | 1,250,000 | $5.47M | 0.7% | 00.0% | Unchanged | – |
| CDNSCadence Design Systems Inc | Stock | 17,364 | $5.43M | 0.7% | −221−1.3% | Reduced | History |
| HDFC Bank Ltd (Fii)Y3119P190 | COMMON STOCK | 490,560 | $5.43M | 0.7% | 00.0% | Unchanged | – |
| AIRAar Corp | Stock | 62,659 | $5.19M | 0.7% | +4,234+7.2% | Added | History |
| GSKGSK plc | ADR | 104,136 | $5.11M | 0.7% | +7,073+7.3% | Added | History |
| LNTHLantheus Holdings, Inc. | Stock | 75,446 | $5.02M | 0.6% | −4,240−5.3% | Reduced | History |
| Zomato Ltd Inr 1.0Y9899X105 | COM | 1,600,000 | $4.93M | 0.6% | 00.0% | Unchanged | – |
| MCKMcKesson Corp | Stock | 5,999 | $4.92M | 0.6% | +352+6.2% | Added | History |
| OSISOsi Systems Inc | COM | 19,126 | $4.88M | 0.6% | +1,579+9.0% | Added | History |
| ALBAlbemarle Corp | Stock | 34,260 | $4.85M | 0.6% | −7,590−18.1% | Reduced | History |
| ONTOOnto Innovation Inc. | COM | 30,507 | $4.82M | 0.6% | −2,726−8.2% | Reduced | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 16,342 | $4.80M | 0.6% | +549+3.5% | Added | History |
| UUUUEnergy Fuels Inc | COM NEW | 327,265 | $4.76M | 0.6% | −117,855−26.5% | Reduced | History |
| ARMArm Holdings PLC | ADR | 43,416 | $4.75M | 0.6% | −536−1.2% | Reduced | History |
| ARAntero Resources Corp | COM | 135,934 | $4.68M | 0.6% | +56,936+72.1% | Added | History |
| HIGHartford Insurance Group, Inc. | Stock | 33,558 | $4.62M | 0.6% | +1,815+5.7% | Added | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 50,112 | $4.61M | 0.6% | +1,797+3.7% | Added | History |
| PTCPTC Inc. | Stock | 26,348 | $4.59M | 0.6% | +6,066+29.9% | Added | History |
| COHUCohu Inc | COM | 195,536 | $4.55M | 0.6% | +42,593+27.8% | Added | History |
| Larsen and Toubro Ltd Inr 2.0Y5217N159 | COM | 100,000 | $4.51M | 0.6% | 00.0% | Unchanged | – |
| CORCencora, Inc. | Stock | 13,291 | $4.49M | 0.6% | +769+6.1% | Added | History |
| TJXTJX Companies Inc | Stock | 28,519 | $4.38M | 0.6% | +1,192+4.4% | Added | History |
| NXENexGen Energy Ltd. | COM | 472,115 | $4.34M | 0.6% | +30,340+6.9% | Added | History |
| SLBSLB Limited | Stock | 113,052 | $4.34M | 0.6% | +5,410+5.0% | Added | History |
| WMWaste Management Inc | Stock | 19,586 | $4.30M | 0.5% | +761+4.0% | Added | History |
| CFGCitizens Financial Group Inc | COM | 73,314 | $4.28M | 0.5% | +73,314 | New | History |
| COSTCostco Wholesale Corp | Stock | 4,942 | $4.26M | 0.5% | +293+6.3% | Added | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 522,287 | $4.15M | 0.5% | −22,001−4.0% | Reduced | History |
| GXOGXO Logistics, Inc. | Stock | 78,769 | $4.15M | 0.5% | +6,283+8.7% | Added | History |
| SFStifel Financial Corp | COM | 33,065 | $4.14M | 0.5% | +1,158+3.6% | Added | History |
| RAMPLiveRamp Holdings, Inc. | COM | 140,788 | $4.13M | 0.5% | +6,270+4.7% | Added | History |
| Info Edge India Ltd Inr 2.0Y40353123 | COM | 277,185 | $4.12M | 0.5% | 00.0% | Unchanged | – |
| FNBFNB Corp | COM | 238,818 | $4.08M | 0.5% | +3,589+1.5% | Added | History |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 284,141 | $4.05M | 0.5% | −43,204−13.2% | Reduced | History |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 236,000 | $4.04M | 0.5% | 00.0% | Unchanged | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 62,627 | $4.03M | 0.5% | +2,654+4.4% | Added | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 382,502 | $4.02M | 0.5% | +11,429+3.1% | Added | History |
| AMGNAmgen Inc | Stock | 12,196 | $3.99M | 0.5% | +455+3.9% | Added | History |
| KEXKirby Corp | COM | 36,211 | $3.99M | 0.5% | +2,210+6.5% | Added | History |
| SLIStandard Lithium Ltd. | COM | 892,195 | $3.99M | 0.5% | +28,957+3.4% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 69,131 | $3.97M | 0.5% | +2,456+3.7% | Added | History |
| NBIXNeurocrine Biosciences Inc | Stock | 27,618 | $3.92M | 0.5% | +2,264+8.9% | Added | History |
| SNASnap-on Inc | COM | 11,166 | $3.85M | 0.5% | +432+4.0% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 17,692 | $3.84M | 0.5% | +515+3.0% | Added | History |
| CGCarlyle Group Inc. | COM | 64,865 | $3.83M | 0.5% | −14,771−18.5% | Reduced | History |
| OLNOLIN Corp | Stock | 178,678 | $3.72M | 0.5% | +178,678 | New | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 67,959 | $3.55M | 0.5% | +2,224+3.4% | Added | History |
| VLOValero Energy Corp | Stock | 21,715 | $3.54M | 0.5% | −1,329−5.8% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 7,279 | $3.52M | 0.4% | +273+3.9% | Added | History |
| AONAon plc | CL A | 9,969 | $3.52M | 0.4% | +369+3.8% | Added | History |
| SNXTD Synnex Corp | COM | 23,390 | $3.51M | 0.4% | +739+3.3% | Added | History |
| CVXChevron Corp | Stock | 22,785 | $3.47M | 0.4% | +854+3.9% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 13,327 | $3.43M | 0.4% | +531+4.1% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 40,086 | $3.41M | 0.4% | −10,129−20.2% | Reduced | History |
| HONHoneywell International Inc | COM | 17,255 | $3.37M | 0.4% | +604+3.6% | Added | History |
| City Union Bank Ltd Inr 1.0Y1659F135 | COM | 1,000,000 | $3.31M | 0.4% | 00.0% | Unchanged | – |
| AXSMAxsome Therapeutics, Inc. | COM | 17,918 | $3.27M | 0.4% | +417+2.4% | Added | History |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 139,392 | $3.25M | 0.4% | −3,292−2.3% | Reduced | History |
| PEverpure, Inc. | CL A | 48,400 | $3.24M | 0.4% | −4,277−8.1% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 13,551 | $3.13M | 0.4% | +564+4.3% | Added | History |
| PTENPatterson Uti Energy Inc | COM | 498,915 | $3.05M | 0.4% | +72,633+17.0% | Added | History |
| FLRFluor Corp | Stock | 76,558 | $3.03M | 0.4% | +5,904+8.4% | Added | History |
| ZETAZeta Global Holdings Corp. | CL A | 145,916 | $2.97M | 0.4% | +3,301+2.3% | Added | History |
| FANGDiamondback Energy, Inc. | Stock | 19,681 | $2.96M | 0.4% | +658+3.5% | Added | History |
Sold out since Q3 2025 (11)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Bloks Group Ltd Usd 0.0001G1R24P108 | COM | 118,000 | $1.38M | 0.2% | – |
| Travelsky Technology Ltd Cny 1.0Y8972V101 | COM | 995,000 | $1.36M | 0.2% | – |
| Ha Do Group JSC VND 10000.0Y2980P107 | COM | 785,620 | $960.2K | 0.1% | – |
| Quess Corp Ltd Inr 10.0 144AY3R6BW102 | COM | 310,000 | $888.9K | 0.1% | – |
| Universal Robina CorporationY9297P100 | COM | 400,000 | $487.3K | 0.1% | – |
| Mitsubishi Elec Corp ADR606776201 | ADR | 8,439 | $432.6K | 0.1% | – |
| Saigon Beer Alcohol Bev VND 10000.0Y7397K112 | COM | 250,000 | $427.6K | 0.1% | – |
| NHN KCP Corp KRW 500.0Y7871J102 | COM | 24,802 | $330.2K | <0.1% | – |
| LG Household and Health Care Cum PFDY5275R118 | COM | 1,900 | $155.7K | <0.1% | – |
| Kweichow Moutai Co Ltd Cny 1.0Y5070V116 | COM | 500 | $101.4K | <0.1% | – |
| LINCLincoln Educational Services Corp | COM | 2,097 | – | – | History |