Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- Latest filing
- Aug 5, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 5, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 298
- +4 vs. Q1 2026
- Portfolio value
- $984.2M
- +$172.5M (+21.2%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LTUMLithium Corp | COM | 20,000 | $906 | <0.1% | 00.0% | Unchanged | History |
| EGRXEagle Pharmaceuticals, Inc. | COM | 12,000 | $8.04K | <0.1% | 00.0% | Unchanged | History |
| WSTRFWestern Uranium & Vanadium Corp. | COM | 26,078 | $9.51K | <0.1% | 00.0% | Unchanged | History |
| LSRCFLasertec Corporation | COM | 400 | $122.3K | <0.1% | 00.0% | Unchanged | History |
| JTGLFCitibank,N.A. | COM | 120,000 | $127.9K | <0.1% | 00.0% | Unchanged | History |
| DINRFSCREEN Holdings Co., Ltd. | COM | 1,300 | $142.4K | <0.1% | −2,100−61.8% | Reduced | History |
| Advanced Micro-FabY001DM108 | COM | 2,235 | $154.3K | <0.1% | −2,019−47.5% | Reduced | – |
| Lens Technology Co Ltd Cny 1.0Y5227A114 | COM | 56,000 | $199.7K | <0.1% | 00.0% | Unchanged | – |
| DISPFDisco Corporation | COM | 400 | $200.0K | <0.1% | 00.0% | Unchanged | History |
| Delta ElectronicY20263102 | COM | 3,300 | $202.0K | <0.1% | −1,500−31.3% | Reduced | – |
| Roche Hldg Ltd ADR771195104 | COM | 4,000 | $205.4K | <0.1% | 00.0% | Unchanged | – |
| MFCManulife Financial Corp | COM | 5,204 | $210.8K | <0.1% | +5,204 | New | History |
| Montage Technology Co Ltd Cny 1.0Y6S3M5108 | COM | 5,000 | $228.4K | <0.1% | +5,000 | New | – |
| SYKStryker Corp | Stock | 757 | $238.3K | <0.1% | +92+13.8% | Added | History |
| Vanguard Financials ETF92204A405 | ETF | 1,834 | $241.4K | <0.1% | 00.0% | Unchanged | – |
| CMECME Group Inc. | COM | 1,094 | $241.6K | <0.1% | +107+10.8% | Added | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 4,420 | $248.2K | <0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| ELVElevance Health, Inc. | Stock | 666 | $257.6K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,070 | $262.5K | <0.1% | +84+2.8% | Added | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 891 | $269.9K | <0.1% | 00.0% | Unchanged | – |
| SNPSSynopsys Inc | COM | 649 | $289.5K | <0.1% | +61+10.4% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 614 | $305.0K | <0.1% | +61+11.0% | Added | History |
| Be Semiconductor IndustriesN13107144 | COMMON STOCKS | 948 | $311.2K | <0.1% | +54+6.0% | Added | – |
| Ase Technology Holding Co TWD 10.0Y0249T100 | COM | 14,595 | $311.5K | <0.1% | −5,500−27.4% | Reduced | – |
| NVSNovartis AG | ADR | 2,000 | $313.4K | <0.1% | 00.0% | Unchanged | History |
| DELLDell Technologies Inc. | Stock | 736 | $317.6K | <0.1% | +736 | New | History |
| WMTWalmart Inc. | Stock | 2,870 | $325.1K | <0.1% | +10+0.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 924 | $326.5K | <0.1% | 00.0% | Unchanged | History |
| SXTSensient Technologies Corp | COM | 2,667 | $328.8K | <0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 4,616 | $329.6K | <0.1% | −7,334−61.4% | Reduced | History |
| FIXComfort Systems USA Inc | COM | 167 | $331.0K | <0.1% | +167 | New | History |
| STRLSterling Infrastructure, Inc. | COM | 395 | $331.5K | <0.1% | +395 | New | History |
| TLNTalen Energy Corp | COM | 871 | $334.7K | <0.1% | +69+8.6% | Added | History |
| Asmpt LtdG0535Q133 | COM | 11,000 | $335.0K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 906 | $335.3K | <0.1% | +39+4.5% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,184 | $337.1K | <0.1% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| BRK.BBerkshire Hathaway Inc | Stock | 685 | $342.8K | <0.1% | +4+0.6% | Added | History |
| Technoprobe SpA NPVT9200M109 | COM | 8,663 | $345.7K | <0.1% | +253+3.0% | Added | – |
| SPGIS&P Global Inc. | Stock | 853 | $347.4K | <0.1% | +12+1.4% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,412 | $357.7K | <0.1% | +148+6.5% | Added | – |
| SRESempra | Stock | 4,060 | $376.4K | <0.1% | +4,060 | New | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 4,000 | $378.2K | <0.1% | −121−2.9% | Reduced | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,637 | $380.8K | <0.1% | −140−2.9% | Reduced | – |
| IPInternational Paper Co | COM | 10,093 | $384.5K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,489 | $387.3K | <0.1% | +99+1.5% | Added | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 3,430 | $402.9K | <0.1% | −105−3.0% | Reduced | – |
| VVisa Inc. | Stock | 1,175 | $403.1K | <0.1% | +85+7.8% | Added | History |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 4,710 | $417.3K | <0.1% | −72−1.5% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 4,237 | $420.6K | <0.1% | +12+0.3% | Added | History |
| IBMInternational Business Machines Corp | Stock | 1,500 | $421.8K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 5,156 | $426.2K | <0.1% | −23−0.4% | Reduced | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,865 | $426.5K | <0.1% | −69−1.8% | Reduced | – |
| UVSPUnivest Financial Corp | COM | 9,884 | $432.4K | <0.1% | 00.0% | Unchanged | History |
| EMREmerson Electric Co | Stock | 3,036 | $434.6K | <0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 4,425 | $452.2K | <0.1% | 00.0% | Unchanged | History |
| Indian Hot INR1 (Post Subdivision)Y3925F147 | COM | 60,000 | $453.0K | <0.1% | 00.0% | Unchanged | – |
| SOSouthern Co | Stock | 4,797 | $459.1K | <0.1% | +4,797 | New | History |
| DUKDuke Energy CORP | Stock | 3,660 | $463.3K | <0.1% | +3,660 | New | History |
| FORBES plus CO LTD INR 10.0Y2R7MA108 | COM | 101,970 | $494.5K | 0.1% | 00.0% | Unchanged | – |
| DEDeere & Co | Stock | 781 | $495.4K | 0.1% | +48+6.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 892 | $502.5K | 0.1% | −12,803−93.5% | Reduced | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,469 | $505.3K | 0.1% | 00.0% | Unchanged | – |
| EMEEMCOR Group, Inc. | Stock | 634 | $526.1K | 0.1% | 00.0% | Unchanged | History |
| SPXCSPX Technologies, Inc. | COM | 2,176 | $533.5K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,216 | $537.2K | 0.1% | 00.0% | Unchanged | – |
| AEPAmerican Electric Power Co Inc | Stock | 4,027 | $550.9K | 0.1% | −200−4.7% | Reduced | History |
| SCCOSouthern Copper Corp | Stock | 3,198 | $557.3K | 0.1% | +31+1.0% | Added | History |
| Tokyo Electron Ltd.J86957115 | COM | 1,200 | $569.6K | 0.1% | +200+20.0% | Added | – |
| SK Telecom Co Ltd KRW 100.0Y4935N104 | COM | 10,000 | $570.6K | 0.1% | +10,000 | New | – |
| Asm International NVN07045201 | Equity | 502 | $574.2K | 0.1% | +192+61.9% | Added | – |
| ROKRockwell Automation, Inc | Stock | 1,204 | $596.1K | 0.1% | +9+0.8% | Added | History |
| Eugene Technology Co Ltd KRW 500.0Y2347W100 | COM | 5,000 | $599.3K | 0.1% | 00.0% | Unchanged | – |
| CMC Corp/Vietnam VND 10000.0Y16684105 | COM | 591,600 | $607.1K | 0.1% | −445,400−43.0% | Reduced | – |
| Vinh Hoan Corp VND 10000.0Y9375V102 | COM | 270,000 | $610.6K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,036 | $617.2K | 0.1% | 00.0% | Unchanged | – |
| Poongsan Corp KRW 5000.0Y7021M104 | COM | 15,000 | $623.5K | 0.1% | 00.0% | Unchanged | – |
| EAGLERISE ELECTRIC plus ELECTR CNY 1.0Y2187N103 | COM | 130,000 | $628.4K | 0.1% | +70,000+116.7% | Added | – |
| Zhongji Innolight Co Ltd Cny 1.0Y7685V101 | COM | 3,400 | $636.4K | 0.1% | −1,000−22.7% | Reduced | – |
| Petrovietnam Technical VND 10000.0Y6807J103 | COM | 440,000 | $637.1K | 0.1% | 00.0% | Unchanged | – |
| AMEAmetek Inc | COM | 2,693 | $651.5K | 0.1% | 00.0% | Unchanged | History |
| Vitzrocell Co Ltd KRW 500.0Y9385M100 | COM | 25,000 | $653.5K | 0.1% | 00.0% | Unchanged | – |
| AXPAmerican Express Co | Stock | 1,939 | $655.9K | 0.1% | +82+4.4% | Added | History |
| Ief 210618C00115000464287900 | CALL | 876 | $656.0K | 0.1% | 00.0% | Unchanged | – |
| ABBNYABB Ltd | SPONSORED ADR | 6,117 | $664.9K | 0.1% | 00.0% | Unchanged | History |
| TNG INVESTMENT plus TRADIN VND 10000.0Y8842Z100 | COM | 895,320 | $680.6K | 0.1% | 00.0% | Unchanged | – |
| Ge T and D India LtdY2683R111 | COM | 13,000 | $684.9K | 0.1% | +13,000 | New | – |
| VTTGFVAT Group AG | COM | 794 | $695.1K | 0.1% | +384+93.7% | Added | History |
| Asia Commercial Bank JS VND 10000.0Y0324N101 | COM | 824,900 | $705.4K | 0.1% | +154,900+23.1% | Added | – |
| BYDIFBYD Electronic (International) Co Ltd | COM | 265,000 | $706.9K | 0.1% | 00.0% | Unchanged | History |
| MSOGFMINISO Group Holding Ltd | COM | 236,600 | $711.4K | 0.1% | 00.0% | Unchanged | History |
| Military Commercial Joi VND 10000.0Y6050Q101 | COM | 759,000 | $726.9K | 0.1% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 2,083 | $734.6K | 0.1% | 00.0% | Unchanged | History |
| Zijin Mining Group Co. Ltd.Y9892H107 | COM | 212,000 | $740.7K | 0.1% | +212,000 | New | – |
| Hansol Iones Co Ltd KRW 500.0Y4R75C109 | COM | 81,523 | $743.0K | 0.1% | +81,523 | New | – |
| D'Alba Global Co Ltd KRW 100.0Y1R6UH108 | COM | 5,000 | $747.1K | 0.1% | 00.0% | Unchanged | – |
| TRANSFORMERS plus RECTIFIERS I INR 1.0Y8T395116 | COM | 200,000 | $748.4K | 0.1% | 00.0% | Unchanged | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $748.9K | 0.1% | 00.0% | Unchanged | History |
| Jio Financial Services Ltd Inr 10.0Y7S377109 | COM | 300,000 | $749.5K | 0.1% | 00.0% | Unchanged | – |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 3,936 | $749.9K | 0.1% | +30+0.8% | Added | – |
| MRKMerck & Co., Inc. | Stock | 5,916 | $760.2K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (29)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| ADIAnalog Devices Inc | Stock | 18,890 | $6.01M | 0.7% | History |
| PTCPTC Inc. | Stock | 27,069 | $3.86M | 0.5% | History |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 155,021 | $3.84M | 0.5% | History |
| INTUIntuit Inc. | Stock | 7,252 | $3.14M | 0.4% | History |
| CGCarlyle Group Inc. | COM | 64,679 | $3.13M | 0.4% | History |
| FPT Corp VND 10000.0Y26333107 | COM | 578,012 | $1.64M | 0.2% | – |
| BABAAlibaba Group Holding Ltd | ADR | 13,000 | $1.63M | 0.2% | History |
| DLF Ltd Inr 2.0Y2089H105 | COM | 300,000 | $1.59M | 0.2% | – |
| Cyient Ltd Inr 5.0Y4082D131 | COM | 191,241 | $1.52M | 0.2% | – |
| MELIMercadolibre Inc | COM | 800 | $1.38M | 0.2% | History |
| WRDWeRide Inc. | ADR | 154,281 | $1.25M | 0.2% | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 310,000 | $1.13M | 0.1% | History |
| SESea Ltd | SPONSORD ADS | 12,000 | $993.7K | 0.1% | History |
| My Eg Services BHD Myr 0.1Y6147P116 | COM | 5,000,000 | $913.8K | 0.1% | – |
| Goto Gojek Tokopedia TBK PT Idr 1.0Y2732C107 | COM | 300,000,000 | $900.3K | 0.1% | – |
| ZTSZoetis Inc. | Stock | 5,387 | $636.8K | 0.1% | History |
| MSCIMSCI Inc. | Stock | 1,058 | $570.3K | 0.1% | History |
| Chailease Holding Co Ltd TWD 10.0G20288109 | COM | 130,979 | $448.6K | 0.1% | – |
| HSYHershey Co | COM | 1,818 | $377.9K | <0.1% | History |
| BLKBlackRock, Inc. | Stock | 385 | $370.3K | <0.1% | History |
| CEGConstellation Energy Corp | Stock | 1,308 | $365.3K | <0.1% | History |
| Quang Ngai Sugar JSC VND 10000.0Y71687100 | COM | 198,200 | $358.1K | <0.1% | – |
| VSTVistra Corp. | Stock | 2,150 | $323.2K | <0.1% | History |
| MCDMcDonalds Corp | Stock | 826 | $256.7K | <0.1% | History |
| JNJJohnson & Johnson | Stock | 825 | $201.7K | <0.1% | History |
| BSXBoston Scientific Corp | Stock | 2,763 | $173.4K | <0.1% | History |
| EPDEnterprise Products Partners L.P. | Stock | 4,102 | $155.2K | <0.1% | History |
| BAERBridger Aerospace Group Holdings, Inc. | COM | 28,575 | $56.6K | <0.1% | History |
| Bank BTPN Syariah TBK PT Idr 100.0Y713AP104 | COM | 184,700 | $11.6K | <0.1% | – |