2026 Q3 Portfolio Activity
In 2026 Q3, Stanley-Laman Group, Ltd. maintained a portfolio of 317 distinct positions. The most significant new addition was MADRIGAL PHARMACEUTICALS, now representing 0.72% of the total fund value. They heavily accumulated shares in ASPEED TECHNOLOGY INC TWD 10.0, increasing the position by 225.7%. Conversely, Stanley-Laman Group, Ltd. completely exited their position in LANTHEUS HLDGS INC.
Position History
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Total Positions
317
Quarter
2026 Q3
Top Holding
GOOGL (2.8%)
Top 10 Concentration
19.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 317
Stanley-Laman Group, Ltd. Full Holdings List — 2026 Q3
| 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 | 2.77% | 2.71% |
#1
1
Prev: #2
|
3.6 |
—
|
-1,132 | -1.5% |
P
S
|
73,544 | $25,305,077 | 2018 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 2.53% | 2.25% |
#2
2
Prev: #4
|
3.0 |
—
|
-407 | -1.1% |
P
S
|
37,798 | $23,123,304 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
LRCX
LAM RESH CORP
|
Technology | 2.27% | 2.80% |
#3
2
Prev: #1
|
2.4 |
—
|
-332 | -0.5% |
P
S
|
63,297 | $20,793,697 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 2.07% | 1.88% |
#4
1
Prev: #5
|
1.8 |
—
|
-1,652 | -2.1% |
P
S
|
75,920 | $18,915,468 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
NVDA
NVIDIA CORP
|
Technology | 1.83% | 1.52% |
#5
6
Prev: #11
|
1.7 |
—
|
-1,463 | -2.0% |
P
S
|
73,198 | $16,716,959 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.79% | 1.82% |
#6
1
Prev: #7
|
1.2 |
—
|
-97 | -0.6% |
P
S
|
15,389 | $16,390,978 | 2015 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
ASML
ASML HLDG N V F...
|
Technology | 1.78% | 1.83% |
#7
1
Prev: #6
|
1.2 |
—
|
-94 | -1.0% |
P
S
|
8,983 | $16,274,232 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
KLAC
KLA CORP
|
Technology | 1.60% | 2.31% |
#8
5
Prev: #3
|
1.1 |
—
|
-398 | -0.5% |
P
S
|
75,046 | $14,628,717 | 2018 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.59% | 1.11% |
#9
12
Prev: #21
|
1.1 |
—
|
-804 | -2.7% |
P
S
|
28,438 | $14,585,607 | 2014 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
RTX
RTX CORP
|
Industrials | 1.56% | 1.55% |
#10
Prev: #10
|
1.1 |
—
|
-3,243 | -4.0% |
P
S
|
77,116 | $14,316,502 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.52% | 1.49% |
#11
1
Prev: #12
|
1.1 |
—
|
-334 | -1.1% |
P
S
|
30,471 | $13,900,565 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
AAPL
APPLE INC
|
Technology | 1.52% | 1.25% |
#12
5
Prev: #17
|
1.1 |
—
|
-782 | -1.8% |
P
S
|
41,730 | $13,896,926 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
ARM
ARM HLDGS PLC E...
|
Technology | 1.44% | 1.65% |
#13
5
Prev: #8
|
1.1 |
—
|
-274 | -0.6% |
P
S
|
45,569 | $13,199,517 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.36% | 1.06% |
#14
8
Prev: #22
|
1.0 |
—
|
-292 | -0.5% |
P
S
|
61,001 | $12,419,194 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.35% | 1.36% |
#15
1
Prev: #14
|
1.0 |
—
|
-259 | -0.7% |
P
S
|
35,187 | $12,357,249 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
MPWR
MONOLITHIC PWR ...
|
Technology | 1.34% | 1.29% |
#16
Prev: #16
|
1.0 |
—
|
-44 | -0.5% |
P
S
|
9,128 | $12,297,424 | 2016 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
COHU
COHU INC
|
Technology | 1.31% | 1.55% |
#17
8
Prev: #9
|
1.0 |
—
|
-31,279 | -15.1% |
P
S
|
175,341 | $11,947,736 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
CCJ
CAMECO CORP F
|
Energy | 1.20% | 1.34% |
#18
3
Prev: #15
|
1.0 |
—
|
-3,214 | -2.5% |
P
S
|
126,374 | $10,952,835 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 1.11% | 1.20% |
#19
1
Prev: #18
|
0.9 |
—
|
-1,100 | -2.8% |
P
S
|
38,479 | $10,166,541 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
HPE
HEWLETT PACKARD...
|
Technology | 1.10% | 0.86% |
#20
9
Prev: #29
|
0.9 |
—
|
-30,517 | -16.3% |
P
S
|
156,864 | $10,022,016 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.09% | 1.45% |
#21
8
Prev: #13
|
0.9 |
—
|
-267 | -1.4% |
P
S
|
19,422 | $9,932,022 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
ETR
ENTERGY CORP NE...
|
Utilities | 1.02% | 1.12% |
#22
3
Prev: #19
|
0.9 |
—
|
-2,086 | -2.2% |
P
S
|
93,683 | $9,298,952 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
LIN
LINDE PLC F
|
Basic Materials | 1.01% | 1.05% |
#23
Prev: #23
|
0.9 |
—
|
-424 | -2.1% |
P
S
|
19,524 | $9,266,928 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
ONTO
ONTO INNOVATION...
|
Technology | 0.95% | 1.12% |
#24
4
Prev: #20
|
0.9 |
—
|
-731 | -2.5% |
P
S
|
28,290 | $8,708,228 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
TER
TERADYNE INC
|
Technology | 0.88% | 0.99% |
#25
Prev: #25
|
0.9 |
—
|
-80 | -0.4% |
P
S
|
20,073 | $8,047,466 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 0.88% | 0.86% |
#26
2
Prev: #28
|
0.9 |
—
|
-54 | -0.6% |
P
S
|
8,709 | $8,032,659 | 2014 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VAL
VALARIS LTD F
|
Energy | 0.88% | 0.77% |
#27
5
Prev: #32
|
0.9 |
—
|
-2,902 | -2.8% |
P
S
|
102,044 | $8,012,495 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
LLY
ELI LILLY AND C...
|
Healthcare | 0.84% | 0.82% |
#28
2
Prev: #30
|
0.8 |
—
|
-109 | -1.6% |
P
S
|
6,638 | $7,680,897 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
CORT
CORCEPT THERAPE...
|
Healthcare | 0.84% | 0.60% |
#29
14
Prev: #43
|
0.8 |
—
|
-1,831 | -2.7% |
P
S
|
66,365 | $7,647,212 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 0.79% | 0.71% |
#30
6
Prev: #36
|
0.8 |
—
|
64 | 0.6% |
P
S
|
10,292 | $7,213,436 | 2016 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
MA
MASTERCARD INC ...
|
Financial Services | 0.78% | 0.68% |
#31
6
Prev: #37
|
0.8 |
—
|
-253 | -1.9% |
P
S
|
12,868 | $7,096,558 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VRT
VERTIV HLDGS CO...
|
Industrials | 0.75% | 0.97% |
#32
6
Prev: #26
|
0.8 |
—
|
-144 | -0.5% |
P
S
|
28,490 | $6,874,922 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
JBL
JABIL INC
|
Technology | 0.75% | 0.96% |
#33
6
Prev: #27
|
0.8 |
—
|
-563 | -2.3% |
P
S
|
23,847 | $6,840,853 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VLO
VALERO ENERGY C...
|
Energy | 0.75% | 0.57% |
#34
10
Prev: #44
|
0.8 |
—
|
-4,099 | -18.9% |
P
S
|
17,608 | $6,825,053 | 2015 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PSTG
EVERPURE INC CL...
|
Technology | 0.72% | 0.47% |
#35
27
Prev: #62
|
0.8 |
—
|
-8,915 | -15.0% |
P
S
|
50,351 | $6,584,904 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
MDGL
MADRIGAL PHARMA...
|
Healthcare | 0.72% | — |
#36
Prev: #—
|
3.8 |
—
|
12,984 | — |
NEW
|
12,984 | $6,543,417 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
CVS
CVS HEALTH CORP
|
Healthcare | 0.66% | 0.76% |
#37
3
Prev: #34
|
0.8 |
—
|
-1,561 | -2.2% |
P
S
|
70,316 | $6,025,401 | 2014 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
SNX
TD SYNNEX CORP
|
Technology | 0.66% | 0.65% |
#38
Prev: #38
|
0.8 |
—
|
-458 | -1.9% |
P
S
|
23,433 | $6,018,797 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.65% | 0.64% |
#39
2
Prev: #41
|
0.8 |
—
|
-167 | -2.6% |
P
S
|
6,226 | $5,947,992 | 2018 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
WFRD
WEATHERFORD INT...
|
Energy | 0.64% | 0.63% |
#40
2
Prev: #42
|
0.8 |
—
|
-2,131 | -2.8% |
P
S
|
74,281 | $5,844,429 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
TTWO
TAKE-TWO INTERA...
|
Communication Services | 0.63% | 0.72% |
#41
6
Prev: #35
|
0.8 |
—
|
-441 | -1.6% |
P
S
|
27,911 | $5,791,533 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
SLB
SLB LIMITED F
|
Energy | 0.61% | 0.55% |
#42
6
Prev: #48
|
0.7 |
—
|
-2,474 | -2.1% |
P
S
|
113,697 | $5,539,307 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
ADM
ARCHER-DANIELS ...
|
Consumer Defensive | 0.59% | 0.54% |
#43
7
Prev: #50
|
0.7 |
—
|
-1,097 | -1.6% |
P
S
|
68,113 | $5,406,827 | 2017 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
BA
BOEING CO
|
Industrials | 0.58% | 0.64% |
#44
5
Prev: #39
|
0.7 |
—
|
-660 | -2.3% |
P
S
|
28,423 | $5,288,099 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
IBKR
INTERACTIVE BRO...
|
Financial Services | 0.58% | 0.55% |
#45
2
Prev: #47
|
0.7 |
—
|
-1,044 | -1.7% |
P
S
|
61,713 | $5,271,553 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
GBCI
GLACIER BANCORP...
|
Financial Services | 0.57% | — |
#46
Prev: #—
|
3.7 |
—
|
121,188 | — |
NEW
|
121,188 | $5,235,322 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
TTI
TETRA TECHNOLOG...
|
Industrials | 0.56% | 1.02% |
#47
23
Prev: #24
|
0.7 |
—
|
-18,860 | -2.1% |
P
S
|
871,163 | $5,113,727 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 0.56% | 0.47% |
#48
15
Prev: #63
|
0.7 |
—
|
-163 | -2.7% |
P
S
|
5,980 | $5,105,992 | 2016 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
MRTN
MARTEN TRANS LT...
|
Industrials | 0.55% | 0.48% |
#49
12
Prev: #61
|
2.7 |
—
|
120,551 | 44.6% |
P
S
|
390,996 | $5,051,666 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.55% | 0.45% |
#50
25
Prev: #75
|
0.7 |
—
|
-281 | -2.3% |
P
S
|
11,946 | $5,035,555 | 2014 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 |
Showing 1-50 of 317 holdings