2026 Q2 Portfolio Activity
In 2026 Q2, Stanley-Laman Group, Ltd. maintained a portfolio of 327 distinct positions. The most significant new addition was TERADYNE INC, now representing 0.99% of the total fund value. They heavily accumulated shares in KLA CORP, increasing the position by 870.6%. The fund also reduced its exposure to META PLATFORMS INC CLASS CLASS by 93.5%.
Position History
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Total Positions
327
Quarter
2026 Q2
Top Holding
LRCX (2.8%)
Top 10 Concentration
20.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 327
Stanley-Laman Group, Ltd. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
LRCX
LAM RESH CORP
|
Technology | 2.80% | 1.73% |
#1
4
Prev: #5
|
3.6 |
—
|
-2,289 | -3.5% |
P
S
|
63,629 | $27,572,355 |
$133.02
+134.1%
|
2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | ||
|
GOOGL
ALPHABET INC CL...
|
Communication Services | 2.71% | 2.68% |
#2
1
Prev: #1
|
3.1 |
—
|
-1,328 | -1.7% |
P
S
|
74,676 | $26,686,822 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
KLAC
KLA CORP
|
Technology | 2.31% | 1.41% |
#3
5
Prev: #8
|
4.9 |
—
|
67,671 | 870.6% |
P
S
|
75,444 | $22,762,209 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 2.25% | 0.99% |
#4
14
Prev: #18
|
1.9 |
—
|
-1,234 | -3.1% |
P
S
|
38,205 | $22,193,667 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 1.88% | 2.01% |
#5
3
Prev: #2
|
1.8 |
—
|
-1,148 | -1.5% |
P
S
|
77,572 | $18,488,510 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ASML
ASML HLDG N V F...
|
Technology | 1.83% | 1.60% |
#6
1
Prev: #7
|
0.7 |
—
|
-4,606 | -33.7% |
P
S
|
9,077 | $18,058,147 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.82% | 0.66% |
#7
43
Prev: #50
|
1.2 |
—
|
-395 | -2.5% |
P
S
|
15,486 | $17,875,335 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ARM
ARM HLDGS PLC E...
|
Technology | 1.65% | 0.88% |
#8
16
Prev: #24
|
1.2 |
—
|
-1,346 | -2.9% |
P
S
|
45,843 | $16,254,553 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
COHU
COHU INC
|
Technology | 1.55% | 0.79% |
#9
20
Prev: #29
|
1.1 |
—
|
-2,392 | -1.1% |
P
S
|
206,620 | $15,271,284 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
RTX
RTX CORP
|
Industrials | 1.55% | 1.95% |
#10
7
Prev: #3
|
1.1 |
—
|
-1,820 | -2.2% |
P
S
|
80,359 | $15,246,487 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NVDA
NVIDIA CORP
|
Technology | 1.52% | 1.66% |
#11
5
Prev: #6
|
1.1 |
—
|
-2,801 | -3.6% |
P
S
|
74,661 | $14,938,919 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.49% | 1.31% |
#12
1
Prev: #13
|
1.1 |
—
|
-653 | -2.1% |
P
S
|
30,805 | $14,711,544 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.45% | 0.85% |
#13
12
Prev: #25
|
1.1 |
—
|
-452 | -2.2% |
P
S
|
19,689 | $14,235,147 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.36% | 1.37% |
#14
5
Prev: #9
|
1.0 |
—
|
-492 | -1.4% |
P
S
|
35,446 | $13,389,727 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CCJ
CAMECO CORP F
|
Energy | 1.34% | 1.74% |
#15
11
Prev: #4
|
1.0 |
—
|
-1,043 | -0.8% |
P
S
|
129,588 | $13,199,834 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MPWR
MONOLITHIC PWR ...
|
Technology | 1.29% | 1.27% |
#16
1
Prev: #15
|
1.0 |
—
|
-266 | -2.8% |
P
S
|
9,172 | $12,679,006 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AAPL
APPLE INC
|
Technology | 1.25% | 1.33% |
#17
5
Prev: #12
|
1.0 |
—
|
-174 | -0.4% |
P
S
|
42,512 | $12,301,249 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 1.20% | 0.49% |
#18
59
Prev: #77
|
1.0 |
—
|
-707 | -1.8% |
P
S
|
39,579 | $11,790,179 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ETR
ENTERGY CORP NE...
|
Utilities | 1.12% | 1.34% |
#19
9
Prev: #10
|
0.9 |
—
|
-1,291 | -1.3% |
P
S
|
95,769 | $11,000,015 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ONTO
ONTO INNOVATION...
|
Technology | 1.12% | 0.74% |
#20
15
Prev: #35
|
0.9 |
—
|
-316 | -1.1% |
P
S
|
29,021 | $10,982,997 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.11% | 1.33% |
#21
10
Prev: #11
|
0.9 |
—
|
-115 | -0.4% |
P
S
|
29,242 | $10,907,763 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.06% | 0.95% |
#22
2
Prev: #20
|
0.9 |
—
|
-1,686 | -2.7% |
P
S
|
61,293 | $10,412,455 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LIN
LINDE PLC F
|
Basic Materials | 1.05% | 1.22% |
#23
7
Prev: #16
|
0.9 |
—
|
-147 | -0.7% |
P
S
|
19,948 | $10,351,561 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TTI
TETRA TECHNOLOG...
|
Industrials | 1.02% | 0.94% |
#24
3
Prev: #21
|
0.9 |
—
|
-6,792 | -0.8% |
P
S
|
890,023 | $10,083,961 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TER
TERADYNE INC
|
Technology | 0.99% | — |
#25
Prev: #—
|
3.9 |
—
|
20,153 | — |
NEW
|
20,153 | $9,750,828 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VRT
VERTIV HLDGS CO...
|
Industrials | 0.97% | 0.90% |
#26
4
Prev: #22
|
0.9 |
—
|
-668 | -2.3% |
P
S
|
28,634 | $9,587,236 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
JBL
JABIL INC
|
Technology | 0.96% | 0.80% |
#27
Prev: #27
|
0.9 |
—
|
-202 | -0.8% |
P
S
|
24,410 | $9,409,696 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 0.86% | — |
#28
Prev: #—
|
3.8 |
—
|
8,763 | — |
NEW
|
8,763 | $8,456,295 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
HPE
HEWLETT PACKARD...
|
Technology | 0.86% | 0.74% |
#29
9
Prev: #38
|
0.3 |
—
|
-64,593 | -25.6% |
P
S
|
187,381 | $8,452,739 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LLY
ELI LILLY AND C...
|
Healthcare | 0.82% | 0.77% |
#30
1
Prev: #31
|
0.8 |
—
|
-40 | -0.6% |
P
S
|
6,747 | $8,092,796 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AIR
AAR CORP
|
Industrials | 0.82% | 0.76% |
#31
1
Prev: #32
|
0.8 |
—
|
-282 | -0.5% |
P
S
|
56,346 | $8,053,534 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VAL
VALARIS LTD F
|
Energy | 0.77% | 1.27% |
#32
18
Prev: #14
|
0.8 |
—
|
-881 | -0.8% |
P
S
|
104,946 | $7,619,080 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LNTH
LANTHEUS HLDGS ...
|
Healthcare | 0.77% | 0.80% |
#33
5
Prev: #28
|
0.3 |
—
|
-17,510 | -20.5% |
P
S
|
67,964 | $7,539,926 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CVS
CVS HEALTH CORP
|
Healthcare | 0.76% | 0.64% |
#34
19
Prev: #53
|
0.8 |
—
|
-544 | -0.8% |
P
S
|
71,877 | $7,435,628 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TTWO
TAKE-TWO INTERA...
|
Communication Services | 0.72% | 0.69% |
#35
11
Prev: #46
|
0.8 |
—
|
-100 | -0.4% |
P
S
|
28,352 | $7,087,433 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 0.71% | 0.75% |
#36
2
Prev: #34
|
0.8 |
—
|
13 | 0.1% |
P
S
|
10,228 | $7,024,982 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MA
MASTERCARD INC ...
|
Financial Services | 0.68% | 0.80% |
#37
11
Prev: #26
|
0.8 |
—
|
29 | 0.2% |
P
S
|
13,121 | $6,739,146 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SNX
TD SYNNEX CORP
|
Technology | 0.65% | 0.51% |
#38
35
Prev: #73
|
0.8 |
—
|
-568 | -2.3% |
P
S
|
23,891 | $6,387,011 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BA
BOEING CO
|
Industrials | 0.64% | 0.71% |
#39
Prev: #39
|
0.8 |
—
|
-113 | -0.4% |
P
S
|
29,083 | $6,295,597 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
FN
FABRINET F
|
Technology | 0.64% | — |
#40
Prev: #—
|
3.8 |
—
|
11,181 | — |
NEW
|
11,181 | $6,284,616 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.64% | 0.70% |
#41
4
Prev: #45
|
0.8 |
—
|
5 | 0.1% |
P
S
|
6,393 | $6,253,592 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
WFRD
WEATHERFORD INT...
|
Energy | 0.63% | 0.89% |
#42
19
Prev: #23
|
0.8 |
—
|
-520 | -0.7% |
P
S
|
76,412 | $6,227,578 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CORT
CORCEPT THERAPE...
|
Healthcare | 0.60% | 0.34% |
#43
67
Prev: #110
|
0.7 |
—
|
-429 | -0.6% |
P
S
|
68,196 | $5,929,642 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VLO
VALERO ENERGY C...
|
Energy | 0.57% | 0.67% |
#44
4
Prev: #48
|
0.7 |
—
|
-518 | -2.3% |
P
S
|
21,707 | $5,653,323 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CFG
CITIZENS FINL G...
|
Financial Services | 0.56% | 0.58% |
#45
16
Prev: #61
|
0.7 |
—
|
-68 | -0.1% |
P
S
|
78,867 | $5,526,239 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GSK
GSK PLC ADR F
|
Healthcare | 0.56% | 0.71% |
#46
6
Prev: #40
|
0.7 |
—
|
-52 | -0.0% |
P
S
|
105,124 | $5,510,575 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IBKR
INTERACTIVE BRO...
|
Financial Services | 0.55% | 0.53% |
#47
21
Prev: #68
|
0.7 |
—
|
-1,263 | -2.0% |
P
S
|
62,757 | $5,462,383 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SLB
SLB LIMITED F
|
Energy | 0.55% | 0.74% |
#48
11
Prev: #37
|
0.7 |
—
|
-674 | -0.6% |
P
S
|
116,171 | $5,400,789 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
KNX
KNIGHT-SWIFT TR...
|
Industrials | 0.54% | 0.49% |
#49
27
Prev: #76
|
0.7 |
—
|
-1,417 | -2.0% |
P
S
|
68,006 | $5,295,662 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ADM
ARCHER-DANIELS ...
|
Consumer Defensive | 0.54% | 0.63% |
#50
4
Prev: #54
|
0.7 |
—
|
-1,555 | -2.2% |
P
S
|
69,210 | $5,287,633 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 |
Showing 1-50 of 327 holdings