Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Lam Resh Corp.COM NEW | COM NEW | $27.6M | 2.8% |
| Alphabet Inc. Class ACAP STK CL A | CAP STK CL A | $26.7M | 2.7% |
| KLA Corp.COM NEW | COM NEW | $22.8M | 2.3% |
| Advanced Micro Devices ICOM | COM | $22.2M | 2.3% |
| Amazon.com Inc.COM | COM | $18.5M | 1.9% |
| ASML Hldg N V F Sponsored ADR 1 ADR Reps 1 Ord ShsN Y REGISTRY SHS | N Y REGISTRY SHS | $18.1M | 1.8% |
| Micron Technology Inc.COM | COM | $17.9M | 1.8% |
| ARM Hldgs PLC Equity A F Unsponsored ADR 1 ADR Reps 1 Ord ShsSPONSORED ADR | SPONSORED ADR | $16.3M | 1.7% |
| Cohu Inc.COM | COM | $15.3M | 1.6% |
| Rtx Corp.COM | COM | $15.2M | 1.5% |
| Nvidia Corp.COM | COM | $14.9M | 1.5% |
| Taiwan Semiconductor M F Sponsored ADR 1 ADR Reps 5 Ord ShsSPONSORED ADR | SPONSORED ADR | $14.7M | 1.5% |
| Applied Matls Inc.COM | COM | $14.2M | 1.4% |
| Broadcom Inc.COM | COM | $13.4M | 1.4% |
| Cameco Corp. FCOM | COM | $13.2M | 1.3% |
| Monolithic Pwr Sys Inc.COM | COM | $12.7M | 1.3% |
| Apple Inc.COM | COM | $12.3M | 1.2% |
| Marvell Technology Inc.COM | COM | $11.8M | 1.2% |
| Entergy Corp. NewCOM | COM | $11M | 1.1% |
| Onto Innovation Inc.COM | COM | $11M | 1.1% |
| Microsoft Corp.COM | COM | $10.9M | 1.1% |
| Arista Networks Inc.COM SHS | COM SHS | $10.4M | 1.1% |
| Linde PLC FCOM | COM | $10.4M | 1.1% |
| Tetra Technologies Inc. DCOM | COM | $10.1M | 1.0% |
| Teradyne Inc.COM | COM | $9.75M | 1.0% |
| Vertiv Hldgs CO Class ACOM CL A | COM CL A | $9.59M | 1.0% |
| Jabil Inc.COM | COM | $9.41M | 1.0% |
| Seagate Technology H FORD SHS | ORD SHS | $8.46M | 0.9% |
| Hewlett Packard EnterpriCOM | COM | $8.45M | 0.9% |
| Eli Lilly And COCOM | COM | $8.09M | 0.8% |
| Aar Corp.COM | COM | $8.05M | 0.8% |
| Valaris Ltd FCL A | CL A | $7.62M | 0.8% |
| Lantheus Hldgs Inc.COM | COM | $7.54M | 0.8% |
| CVS Health Corp.COM | COM | $7.44M | 0.8% |
| Take-two Interactive SofCOM | COM | $7.09M | 0.7% |
| Vanguard S&P 500 ETFS&P 500 ETF SHS | S&P 500 ETF SHS | $7.02M | 0.7% |
| Mastercard Inc. Class ACL A | CL A | $6.74M | 0.7% |
| TD Synnex Corp.COM | COM | $6.39M | 0.6% |
| Boeing COCOM | COM | $6.3M | 0.6% |
| Fabrinet FSHS | SHS | $6.28M | 0.6% |
| Parker-hannifin Corp.COM | COM | $6.25M | 0.6% |
| Weatherford Intl PLC FORD SHS | ORD SHS | $6.23M | 0.6% |
| Corcept Therapeutics Inc.COM | COM | $5.93M | 0.6% |
| Valero Energy Corp. NewCOM | COM | $5.65M | 0.6% |
| Citizens Finl Group Inc.COM | COM | $5.53M | 0.6% |
| Gsk PLC ADR FSPONSORED ADR | SPONSORED ADR | $5.51M | 0.6% |
| Interactive Brokers Grou Class ACOM CL A | COM CL A | $5.46M | 0.6% |
| Slb Limited FCOM STK | COM STK | $5.4M | 0.5% |
| Knight-swift Transn Hldg Class ACL A | CL A | $5.3M | 0.5% |
| Archer-daniels Midland CCOM | COM | $5.29M | 0.5% |
Lam Resh Corp.COM NEW$27.6M
- Class
- COM NEW
- Share
- 2.8%
Alphabet Inc. Class ACAP STK CL A$26.7M
- Class
- CAP STK CL A
- Share
- 2.7%
KLA Corp.COM NEW$22.8M
- Class
- COM NEW
- Share
- 2.3%
Advanced Micro Devices ICOM$22.2M
- Class
- COM
- Share
- 2.3%
Amazon.com Inc.COM$18.5M
- Class
- COM
- Share
- 1.9%
ASML Hldg N V F Sponsored ADR 1 ADR Reps 1 Ord ShsN Y REGISTRY SHS$18.1M
- Class
- N Y REGISTRY SHS
- Share
- 1.8%
Micron Technology Inc.COM$17.9M
- Class
- COM
- Share
- 1.8%
ARM Hldgs PLC Equity A F Unsponsored ADR 1 ADR Reps 1 Ord ShsSPONSORED ADR$16.3M
- Class
- SPONSORED ADR
- Share
- 1.7%
Cohu Inc.COM$15.3M
- Class
- COM
- Share
- 1.6%
Rtx Corp.COM$15.2M
- Class
- COM
- Share
- 1.5%
Nvidia Corp.COM$14.9M
- Class
- COM
- Share
- 1.5%
Taiwan Semiconductor M F Sponsored ADR 1 ADR Reps 5 Ord ShsSPONSORED ADR$14.7M
- Class
- SPONSORED ADR
- Share
- 1.5%
Applied Matls Inc.COM$14.2M
- Class
- COM
- Share
- 1.4%
Broadcom Inc.COM$13.4M
- Class
- COM
- Share
- 1.4%
Cameco Corp. FCOM$13.2M
- Class
- COM
- Share
- 1.3%
Monolithic Pwr Sys Inc.COM$12.7M
- Class
- COM
- Share
- 1.3%
Apple Inc.COM$12.3M
- Class
- COM
- Share
- 1.2%
Marvell Technology Inc.COM$11.8M
- Class
- COM
- Share
- 1.2%
Entergy Corp. NewCOM$11M
- Class
- COM
- Share
- 1.1%
Onto Innovation Inc.COM$11M
- Class
- COM
- Share
- 1.1%
Microsoft Corp.COM$10.9M
- Class
- COM
- Share
- 1.1%
Arista Networks Inc.COM SHS$10.4M
- Class
- COM SHS
- Share
- 1.1%
Linde PLC FCOM$10.4M
- Class
- COM
- Share
- 1.1%
Tetra Technologies Inc. DCOM$10.1M
- Class
- COM
- Share
- 1.0%
Teradyne Inc.COM$9.75M
- Class
- COM
- Share
- 1.0%
Vertiv Hldgs CO Class ACOM CL A$9.59M
- Class
- COM CL A
- Share
- 1.0%
Jabil Inc.COM$9.41M
- Class
- COM
- Share
- 1.0%
Seagate Technology H FORD SHS$8.46M
- Class
- ORD SHS
- Share
- 0.9%
Hewlett Packard EnterpriCOM$8.45M
- Class
- COM
- Share
- 0.9%
Eli Lilly And COCOM$8.09M
- Class
- COM
- Share
- 0.8%
Aar Corp.COM$8.05M
- Class
- COM
- Share
- 0.8%
Valaris Ltd FCL A$7.62M
- Class
- CL A
- Share
- 0.8%
Lantheus Hldgs Inc.COM$7.54M
- Class
- COM
- Share
- 0.8%
CVS Health Corp.COM$7.44M
- Class
- COM
- Share
- 0.8%
Take-two Interactive SofCOM$7.09M
- Class
- COM
- Share
- 0.7%
Vanguard S&P 500 ETFS&P 500 ETF SHS$7.02M
- Class
- S&P 500 ETF SHS
- Share
- 0.7%
Mastercard Inc. Class ACL A$6.74M
- Class
- CL A
- Share
- 0.7%
TD Synnex Corp.COM$6.39M
- Class
- COM
- Share
- 0.6%
Boeing COCOM$6.3M
- Class
- COM
- Share
- 0.6%
Fabrinet FSHS$6.28M
- Class
- SHS
- Share
- 0.6%
Parker-hannifin Corp.COM$6.25M
- Class
- COM
- Share
- 0.6%
Weatherford Intl PLC FORD SHS$6.23M
- Class
- ORD SHS
- Share
- 0.6%
Corcept Therapeutics Inc.COM$5.93M
- Class
- COM
- Share
- 0.6%
Valero Energy Corp. NewCOM$5.65M
- Class
- COM
- Share
- 0.6%
Citizens Finl Group Inc.COM$5.53M
- Class
- COM
- Share
- 0.6%
Gsk PLC ADR FSPONSORED ADR$5.51M
- Class
- SPONSORED ADR
- Share
- 0.6%
Interactive Brokers Grou Class ACOM CL A$5.46M
- Class
- COM CL A
- Share
- 0.6%
Slb Limited FCOM STK$5.4M
- Class
- COM STK
- Share
- 0.5%
Knight-swift Transn Hldg Class ACL A$5.3M
- Class
- CL A
- Share
- 0.5%
Archer-daniels Midland CCOM$5.29M
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 298 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1601489
- File number
- 028-16112
- Options
- 0 call, 0 put
- In the 25 largest
- 38.7%
- Prior quarter
- $814M at 31 March 2026
- Positions opened
- 33
- Positions closed
- 29
Common questions
What are Stanley-Laman Group’s 13F holdings worth?
$984 million across 298 positions for the quarter ended 30 June 2026.
What is Stanley-Laman Group’s largest 13F holding?
LAM RESH CORP (COM NEW) was the largest position at $27.6 million, or 2.8% of reported 13F value, as of 30 June 2026.
How concentrated is Stanley-Laman Group’s 13F portfolio?
The ten largest positions accounted for 20.4% of reported value and the twenty-five largest for 38.7%, across 298 positions as of 30 June 2026.
Does Form 13F show everything Stanley-Laman Group manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Stanley-Laman Group file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.