AI Portfolio Summary
In 2025 Q4, Stanley-Laman Group, Ltd. maintained a portfolio of 316 distinct positions. They heavily accumulated shares in ALPHABET INC CLASS C, increasing their position by 2.1%. Conversely, Stanley-Laman Group, Ltd. completely exited their position in BLOKS GROUP LTD USD .
Total Positions
316
Quarter
2025 Q4
Top Holding
GOOGL (3.0%)
Top 10 Concentration
18.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 316
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC CL...
|
Communication Services | 2.97% | 2.54% |
#1
1
Prev: #2
|
3.2 | 1,522 | 2.1% |
P
S
|
74,739 | $23,393,452 | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.71% | 2.98% |
#2
1
Prev: #1
|
3.1 | 3,757 | 9.3% |
P
S
|
44,162 | $21,357,804 | 2014 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 2.23% | 2.15% |
#3
Prev: #3
|
2.9 | 7,551 | 11.0% |
P
S
|
76,145 | $17,575,789 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTX
RTX CORP
|
Industrials | 1.87% | 1.52% |
#4
3
Prev: #7
|
2.8 | 16,756 | 26.4% |
P
S
|
80,314 | $14,729,623 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORP
|
Technology | 1.77% | 1.96% |
#5
1
Prev: #4
|
2.7 | 976 | 1.3% |
P
S
|
74,766 | $13,943,859 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CCJ
CAMECO CORP F
|
Energy | 1.63% | 1.85% |
#6
1
Prev: #5
|
0.7 | -14,749 | -9.5% |
P
S
|
140,075 | $12,815,462 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 1.54% | 1.62% |
#7
1
Prev: #6
|
2.6 | 552 | 1.6% |
P
S
|
34,937 | $12,091,696 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LRCX
LAM RESH CORP
|
Technology | 1.42% | 1.25% |
#8
4
Prev: #12
|
0.6 | -252 | -0.4% |
P
S
|
65,385 | $11,192,604 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.38% | 1.31% |
#9
1
Prev: #10
|
2.6 | 4,046 | 11.2% |
P
S
|
40,073 | $10,894,167 | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ASML
ASML HLDG N V F...
|
Technology | 1.34% | 1.37% |
#10
2
Prev: #8
|
0.5 | -12 | -0.1% |
P
S
|
13,525 | $10,508,688 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TTI
TETRA TECHNOLOG...
|
Industrials | 1.22% | 1.05% |
#11
8
Prev: #19
|
0.5 | -258,684 | -20.1% |
P
S
|
1,027,294 | $9,625,745 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 1.20% | 0.86% |
#12
14
Prev: #26
|
2.6 | 3,271 | 24.3% |
P
S
|
16,727 | $9,473,504 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.19% | 1.22% |
#13
1
Prev: #14
|
2.5 | 9 | 0.0% |
P
S
|
30,724 | $9,336,716 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KLAC
KLA CORP
|
Technology | 1.18% | 1.17% |
#14
4
Prev: #18
|
0.5 | -6 | -0.1% |
P
S
|
7,621 | $9,260,125 | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 1.14% | 0.76% |
#15
19
Prev: #34
|
2.6 | 5,606 | 64.6% |
P
S
|
14,286 | $8,959,047 | 2016 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETR
ENTERGY CORP NE...
|
Utilities | 1.11% | 1.19% |
#16
1
Prev: #17
|
2.5 | 4,966 | 5.6% |
P
S
|
94,426 | $8,727,783 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.07% | 1.36% |
#17
8
Prev: #9
|
0.4 | -256 | -2.0% |
P
S
|
12,699 | $8,382,483 | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MPWR
MONOLITHIC PWR ...
|
Technology | 1.06% | 1.21% |
#18
3
Prev: #15
|
2.4 | 2 | 0.0% |
P
S
|
9,237 | $8,372,047 | 2016 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.06% | 0.99% |
#19
1
Prev: #20
|
2.5 | 11,118 | 32.6% |
P
S
|
45,265 | $8,337,813 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LIN
LINDE PLC F
|
Basic Materials | 1.04% | 1.23% |
#20
7
Prev: #13
|
2.4 | 1,049 | 5.8% |
P
S
|
19,244 | $8,205,498 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.04% | 0.88% |
#21
3
Prev: #24
|
0.4 | -58 | -0.2% |
P
S
|
38,216 | $8,184,339 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.02% | 1.27% |
#22
11
Prev: #11
|
2.4 | 75 | 0.1% |
P
S
|
61,153 | $8,012,878 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MA
MASTERCARD INC ...
|
Financial Services | 0.93% | 0.74% |
#23
14
Prev: #37
|
2.5 | 3,705 | 40.7% |
P
S
|
12,812 | $7,314,256 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY AND C...
|
Healthcare | 0.88% | 0.41% |
#24
69
Prev: #93
|
2.6 | 2,665 | 70.1% |
P
S
|
6,465 | $6,947,981 | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VAL
VALARIS LTD F
|
Energy | 0.78% | 0.81% |
#25
4
Prev: #29
|
2.3 | 5,163 | 4.4% |
P
S
|
122,122 | $6,154,949 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
BLOKS GROUP LTD...
|
—
|
Unknown | 0.00% | 0.20% |
Sold All 😨
(Was: #141) |
0.3 | -118,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
TSYHF
TRAVELSKY TECHN...
|
Technology | 0.00% | 0.19% |
Sold All 😨
(Was: #143) |
0.3 | -995,000 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
HA DO GROUP JSC...
|
—
|
Unknown | 0.00% | 0.14% |
Sold All 😨
(Was: #159) |
0.3 | -785,620 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
N/A
QUESS CORP LTD ...
|
—
|
Unknown | 0.00% | 0.13% |
Sold All 😨
(Was: #164) |
0.3 | -310,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
LINC
LINCOLN ELEC HL...
|
Consumer Defensive | 0.00% | 0.07% |
Sold All 😨
(Was: #192) |
0.3 | -2,097 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UVRBF
UNIVERSAL ROBIN...
|
Consumer Defensive | 0.00% | 0.07% |
Sold All 😨
(Was: #193) |
0.3 | -400,000 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MIELY
MITSUBISHI ELEC...
|
Industrials | 0.00% | 0.06% |
Sold All 😨
(Was: #207) |
0.3 | -8,439 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
SAIGON BEER ALC...
|
—
|
Unknown | 0.00% | 0.06% |
Sold All 😨
(Was: #209) |
0.3 | -250,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
N/A
NHN KCP CORP KR...
|
—
|
Unknown | 0.00% | 0.05% |
Sold All 😨
(Was: #225) |
0.3 | -24,802 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
LGHMF
LG H plus H CO ...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #247) |
0.3 | -1,900 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
KWEICHOW MOUTAI...
|
—
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #249) |
0.3 | -500 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 316 holdings