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Stanley-Laman Group Portfolio holdings
AUM
$984M
Turnover
18.96%
1-Year Est. Return
72.08%
This Fund
S&P 500
This Quarter Est. Return
+35.6%
1 Year Est. Return
+72.08%
3 Year Est. Return
+124.02%
5 Year Est. Return
+117.81%
10 Year Est. Return
+397.76%
AUM
$984M
AUM Growth
+$170M
(+21%)
Cap. Flow
-$13M
Cap. Flow % of AUM
Cap. Flow %
-1.32%
Top 10 Holdings %
Top 10 Hldgs %
20.36%
Holding
327
New
33
Increased
59
Reduced
120
Closed
29
Avg Time Held
2.2
years
Top 10 Avg Time Held
0.5
years
Top 20 Avg Time Held
0.9
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Teradyne
TER
|
+$7.6M |
| 2 |
Fabrinet
FN
|
+$7.21M |
| 3 |
Seagate
STX
|
+$6.68M |
| 4 |
Belden
BDC
|
+$4.14M |
| 5 |
TE Connectivity
TEL
|
+$3.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Meta Platforms (Facebook)
META
|
+$7.83M |
| 2 |
ASML
ASML
|
+$7.33M |
| 3 |
Intuitive Surgical
ISRG
|
+$6.3M |
| 4 |
Analog Devices
ADI
|
+$6.01M |
| 5 |
PTC
PTC
|
+$3.86M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 36.52% |
| 2 | Miscellaneous | 14.65% |
| 3 | Industrials | 12.92% |
| 4 | Energy | 8.55% |
| 5 | Healthcare | 7.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Lam Research
LRCX
$346B
| $27.6M | 2.8% |
63,629
-2,289
| -3% | -$695K |
2025 Q3
3 quarters
|
|
2
Alphabet (Google) Class A
GOOGL
$4.23T
| $26.7M | 2.71% |
74,676
-1,328
| -2% | -$478K |
2018 Q2
32 quarters
|
|
3
KLA
KLAC
$222B
| $22.8M | 2.31% |
75,444
-2,286
| -3% | -$454K |
2025 Q3
3 quarters
|
|
4
Advanced Micro Devices
AMD
$896B
| $22.2M | 2.25% |
38,205
-1,234
| -3% | -$506K |
2025 Q3
3 quarters
|
|
5
Amazon
AMZN
$2.81T
| $18.5M | 1.88% |
77,572
-1,148
| -1% | -$288K |
2023 Q4
10 quarters
|
|
|
6
ASML
ASML
$642B
| $18.1M | 1.83% |
9,077
-4,606
| -34% | -$7.33M |
2023 Q4
10 quarters
|
|
7
Micron Technology
MU
$1.04T
| $17.9M | 1.82% |
15,486
-395
| -2% | -$296K |
2026 Q1
1 quarter
|
|
8
Arm
ARM
$247B
| $16.3M | 1.65% |
45,843
-1,346
| -3% | -$358K |
2025 Q3
3 quarters
|
|
9
Cohu
COHU
$2.55B
| $15.3M | 1.55% |
206,620
-2,392
| -1% | -$120K |
2025 Q3
3 quarters
|
|
10
RTX Corp
RTX
$257B
| $15.2M | 1.55% |
80,359
-1,820
| -2% | -$334K |
2018 Q2
32 quarters
|
|
11
NVIDIA
NVDA
$5.25T
| $14.9M | 1.52% |
74,661
-2,801
| -4% | -$576K |
2018 Q4
30 quarters
|
|
12
TSMC
TSM
$2.19T
| $14.7M | 1.49% |
30,805
-653
| -2% | -$265K |
2024 Q3
7 quarters
|
|
13
Applied Materials
AMAT
$336B
| $14.2M | 1.45% |
19,689
-452
| -2% | -$209K |
2023 Q1
13 quarters
|
|
14
Broadcom
AVGO
$1.61T
| $13.4M | 1.36% |
35,446
-492
| -1% | -$197K |
2023 Q3
11 quarters
|
|
15
Cameco
CCJ
$35.3B
| $13.2M | 1.34% |
129,588
-1,043
| -0.8% | -$117K |
2021 Q1
21 quarters
|
|
16
Monolithic Power Systems
MPWR
$61.3B
| $12.7M | 1.29% |
9,172
-266
| -3% | -$399K |
2025 Q3
3 quarters
|
|
17
Apple
AAPL
$5.03T
| $12.3M | 1.25% |
42,512
-174
| -0.4% | -$49.8K |
2013 Q4
50 quarters
|
|
18
Marvell Technology
MRVL
$215B
| $11.8M | 1.2% |
39,579
-707
| -2% | -$142K |
2024 Q1
9 quarters
|
|
19
Entergy
ETR
$49.5B
| $11M | 1.12% |
95,769
-1,291
| -1% | -$146K |
2023 Q1
13 quarters
|
|
20
Onto Innovation
ONTO
$11.3B
| $11M | 1.12% |
29,021
-316
| -1% | -$89.4K |
2025 Q2
4 quarters
|
|
21
Microsoft
MSFT
$3.97T
| $10.9M | 1.11% |
29,242
-115
| -0.4% | -$46.5K |
2020 Q1
25 quarters
|
|
22
Arista Networks
ANET
$229B
| $10.4M | 1.06% |
61,293
-1,686
| -3% | -$265K |
2025 Q3
3 quarters
|
|
23
Linde
LIN
$231B
| $10.4M | 1.05% |
19,948
-147
| -0.7% | -$74.5K |
2018 Q4
30 quarters
|
|
24
TETRA Technologies
TTI
$786M
| $10.1M | 1.02% |
890,023
-6,792
| -0.8% | -$66.5K |
2022 Q4
14 quarters
|
|
|
25
Teradyne
TER
$53.3B
| $9.8M | 0.99% |
+20,153
| New | +$7.6M |
2026 Q2
0 quarters
|
|
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Stanley-Laman Group's Q2 2026 Portfolio in Review
As of Q2 2026, Stanley-Laman Group held 327 positions worth $984M, up 21% from $814M the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Stanley-Laman Group's Q2 2026 filing shows 33 new, 59 increased, 120 reduced and 29 closed positions. Its largest new stake was Teradyne: 20,153 shares worth $9.8M. The largest sale was Meta Platforms (Facebook), an estimated $7.83M.
By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 27% a quarter earlier, followed by Miscellaneous and Industrials.
- Stanley-Laman Group's largest Q2 2026 buy was Teradyne: 20,153 shares worth $9.8M.
- Stanley-Laman Group added most to Ionis Pharmaceuticals in Q2 2026, an estimated $1.62M increase.
- Stanley-Laman Group's biggest Q2 2026 reduction was Meta Platforms (Facebook), cutting an estimated $7.83M.
- Stanley-Laman Group fully exited Analog Devices in Q2 2026, selling an estimated $6.01M.
- Stanley-Laman Group's ten largest holdings make up 20% of its $984M portfolio in Q2 2026.
- Stanley-Laman Group opened 33 new positions and closed 29 in Q2 2026.
- Stanley-Laman Group's portfolio value rose 21% quarter-over-quarter to $984M.
Based on Stanley-Laman Group's 13F filing for Q2 2026, filed 5 Aug 2026.