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CIK: 0001601489
Total reported value
$915.1M
$915.1M
298 檔
12.9%
As reported in its official Q2 2026 Form 13F filing, Stanley-Laman Group, Ltd.'s tracked investment portfolio stood at $915.1M with 298 total positions.
In Q2 2026, Stanley-Laman Group, Ltd. adopted a defensive or profit-taking posture, trimming 92 positions and completely liquidating 24 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including LRCX, GOOGL, KLAC) accounted for 12.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
TER
市值: $9.8M
Top Position Liquidated / Trimmed
ADI
前期市值: $6.0M
Showing top 200 holdings (of 298 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | Stock-Tech | 2.80% | -0.53% | -3.47% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.71% | +0.06% | -1.75% | |
| 3 | KLAC | Kla CORP | Stock-Tech | 2.31% | -0.71% | +870.59% | |
| 4 | AMD | Advanced Micro Devices | Stock-Tech | 2.25% | +0.28% | -3.13% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | +0.19% | -1.46% | |
| 6 | ASML | ASML Holding N.V. | Stock-Tech | 1.83% | -0.05% | -33.66% | |
| 7 | MU | Micron Technology Inc | Stock-Tech | 1.82% | -0.03% | -2.49% | |
| 8 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.65% | -0.21% | -2.85% | |
| 9 | COHU | Cohu Inc | Stock-Other | 1.55% | -0.24% | -1.14% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 1.55% | +0.01% | -2.21% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | +0.31% | -3.62% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.49% | +0.03% | -2.08% | |
| 13 | AMAT | Applied Materials Inc | Stock-Tech | 1.45% | -0.36% | -2.24% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.36% | -0.01% | -1.37% | |
| 15 | CCJ | Cameco CORP | Stock-Energy | 1.34% | -0.14% | -0.80% | |
| 16 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 1.29% | +0.05% | -2.82% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.25% | +0.27% | -0.41% | |
| 18 | MRVL | Marvell Technology Inc | Stock-Tech | 1.20% | -0.09% | -1.75% | |
| 19 | ETR | Entergy CORP | Stock-Utilities | 1.12% | -0.10% | -1.33% | |
| 20 | ONTO | Onto Innovation Inc | Stock-Tech | 1.12% | -0.17% | -1.08% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.11% | +0.48% | -0.39% | |
| 22 | ANET | Arista Networks Inc | Stock-Tech | 1.06% | +0.30% | -2.68% | |
| 23 | LIN | Linde plc | Stock-Materials | 1.05% | -0.04% | -0.73% | |
| 24 | TTI | Tetra Technologies Inc | Stock-Other | 1.02% | -0.46% | -0.76% | |
| 25 | TER | Teradyne Inc | Stock-Tech | 0.99% | -0.11% | — | |
| 26 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.97% | -0.22% | -2.28% | |
| 27 | JBL | Jabil Inc | Stock-Tech | 0.96% | -0.21% | -0.82% | |
| 28 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.86% | +0.02% | — | |
| 29 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.86% | +0.24% | -25.63% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | +0.02% | -0.59% | |
| 31 | AIR | Aar CORP | Stock-Industrials | 0.82% | -0.37% | -0.50% | |
| 32 | VAL | Valaris Limited | Stock-Energy | 0.77% | +0.11% | -0.83% | |
| 33 | LNTH | Lantheus Holdings Inc | Stock-Healthcare | 0.77% | -0.77% | EXIT | |
| 34 | CVS | Cvs Health CORP | Stock-Healthcare | 0.76% | -0.10% | -0.75% | |
| 35 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.72% | -0.09% | -0.35% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.08% | +0.13% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.68% | +0.10% | +0.22% | |
| 38 | SNX | TD Synnex CORP | Stock-Tech | 0.65% | +0.01% | -2.32% | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.64% | -0.06% | -0.39% | |
| 40 | FN | Fabrinet | Stock-Tech | 0.64% | -0.13% | — | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 0.64% | +0.01% | +0.08% | |
| 42 | WFRD | Weatherford International plc | Stock-Energy | 0.63% | +0.01% | -0.68% | |
| 43 | CORT | Corcept Therapeutics Inc | Stock-Healthcare | 0.60% | +0.24% | -0.63% | |
| 44 | VLO | Valero Energy CORP | Stock-Energy | 0.57% | +0.18% | -2.33% | |
| 45 | CFG | Citizens Financial Group | Stock-Financials | 0.56% | -0.02% | -0.09% | |
| 46 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.56% | -0.02% | -0.05% | |
| 47 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.55% | +0.02% | -1.97% | |
| 48 | SLB | Slb LTD | Stock-Energy | 0.55% | +0.06% | -0.58% | |
| 49 | KNX | Knight-swift Transportation | Stock-Industrials | 0.54% | -0.08% | -2.04% | |
| 50 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.54% | +0.05% | -2.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +1.3% | -3.13% | Trim |
| 2 | MU | Micron Technology Inc | +1.2% | -2.49% | Trim |
| 3 | LRCX | Lam Research CORP | +1.1% | -3.47% | Trim |
| 4 | TER | Teradyne Inc | +1% | NEW | New buy |
| 5 | KLAC | Kla CORP | +0.9% | +870.59% | Add |
| 6 | STX | Seagate Technology Holdings plc | +0.9% | NEW | New buy |
| 7 | ARM | Arm Holdings Plc-adr | +0.8% | -2.85% | Trim |
| 8 | COHU | Cohu Inc | +0.8% | -1.14% | Trim |
| 9 | MRVL | Marvell Technology Inc | +0.7% | -1.75% | Trim |
| 10 | FN | Fabrinet | +0.6% | NEW | New buy |
| 11 | AMAT | Applied Materials Inc | +0.6% | -2.24% | Trim |
| 12 | BDC | Belden Inc | +0.4% | NEW | New buy |
| 13 | RRX | Regal Rexnord CORP | +0.4% | NEW | New buy |
| 14 | ONTO | Onto Innovation Inc | +0.4% | -1.08% | Trim |
| 15 | ✓ | +0.4% | +764.53% | Add | |
| 16 | TEL | TE Connectivity plc | +0.4% | NEW | New buy |
| 17 | APD | Air Products & Chemicals Inc | +0.4% | NEW | New buy |
| 18 | CORT | Corcept Therapeutics Inc | +0.3% | -0.63% | Trim |
| 19 | IE | Ivanhoe Electric Inc / US | +0.2% | NEW | New buy |
| 20 | ASML | ASML Holding N.V. | +0.2% | -33.66% | Trim |
| 21 | ✓ | Mediatek Inc | +0.2% | NEW | New buy |
| 22 | ✓ | +0.2% | NEW | New buy | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -2.08% | Trim |
| 24 | ✓ | +0.2% | NEW | New buy | |
| 25 | JBL | Jabil Inc | +0.2% | -0.82% | Trim |
| 26 | GFS | GLOBALFOUNDRIES Inc. | +0.2% | NEW | New buy |
| 27 | ✓ | +0.2% | — | Unchanged | |
| 28 | SNX | TD Synnex CORP | +0.1% | -2.32% | Trim |
| 29 | INDA | Ishares Msci India ETF | +0.1% | NEW | New buy |
| 30 | IONS | Ionis Pharmaceuticals Inc | +0.1% | +54.79% | Add |
| 31 | HPE | Hewlett Packard Enterprise | +0.1% | -25.63% | Trim |
| 32 | CVS | Cvs Health CORP | +0.1% | -0.75% | Trim |
| 33 | PANW | Palo Alto Networks Inc | +0.1% | -2.98% | Trim |
| 34 | ✓ | Sk Hynix Inc Krw 5000.0 | +0.1% | +19.44% | Add |
| 35 | VNM | Vaneck Vietnam ETF | +0.1% | NEW | New buy |
| 36 | ✓ | Taiwan Semiconductor Manufacturing Co., Ltd. | +0.1% | NEW | New buy |
| 37 | ANET | Arista Networks Inc | +0.1% | -2.68% | Trim |
| 38 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 39 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 40 | ✓ | +0.1% | NEW | New buy | |
| 41 | ✓ | +0.1% | NEW | New buy | |
| 42 | ✓ | +0.1% | NEW | New buy | |
| 43 | ✓ | +0.1% | NEW | New buy | |
| 44 | ✓ | +0.1% | NEW | New buy | |
| 45 | TTI | Tetra Technologies Inc | +0.1% | -0.76% | Trim |
| 46 | AXSM | Axsome Therapeutics Inc | +0.1% | -0.47% | Trim |
| 47 | ✓ | Quanta Computer Inc Twd 10.0 | +0.1% | +81.21% | Add |
| 48 | ✓ | +0.1% | NEW | New buy | |
| 49 | ✓ | +0.1% | NEW | New buy | |
| 50 | ✓ | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Stanley-Laman Group, Ltd. reported a total U.S. public equity portfolio value of $915.1M across 298 disclosed positions in Q2 2026.
During Q2 2026, Stanley-Laman Group, Ltd.'s top holdings by market value included LRCX (2.8%)、GOOGL (2.7%)、KLAC (2.3%). The largest single position, LRCX, represented 2.8% of total portfolio value.
In Q2 2026, Stanley-Laman Group, Ltd. made 178 total portfolio adjustments, initiating 32 new buys, adding to 30 positions, trimming 92 holdings, and fully liquidating 24 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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