Stanley-Laman

Stanley-Laman Group as of June 30, 2022

Portfolio Holdings for Stanley-Laman Group

Stanley-Laman Group holds 267 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 2.0 $11M 44k 256.83
Pinterest Inc Class A Cl A (PINS) 1.7 $9.7M 535k 18.16
Gitlab Class A Com (GTLB) 1.6 $9.0M 168k 53.14
Robinhood Mkts Inc Class A Com Cl A (HOOD) 1.5 $8.7M 1.1M 8.22
Linde 1.4 $7.7M 27k 287.53
Raytheon Technologies Corp (RTX) 1.3 $7.2M 75k 96.11
Sentinelone Inc Class A Cl A (S) 1.3 $7.0M 302k 23.33
Cognizant Tech Solu Class A Cl A (CTSH) 1.3 $7.0M 104k 67.49
Apple (AAPL) 1.2 $7.0M 51k 136.72
Okta Inc Class A Cl A (OKTA) 1.2 $6.7M 74k 90.40
Cameco Corporation (CCJ) 1.2 $6.5M 310k 21.02
Twilio Inc Class A Cl A (TWLO) 1.1 $6.4M 77k 83.82
Zoom Video Communication Class A Cl A (ZM) 1.1 $6.2M 58k 107.97
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 1.1 $6.2M 2.8k 2179.24
Semrush Hldgs Inc Cl A Cl A Com (SEMR) 1.0 $5.9M 454k 12.93
Snap Inc Class A Cl A (SNAP) 1.0 $5.8M 443k 13.13
Cloudflare Inc Class A Cl A Com (NET) 1.0 $5.8M 133k 43.75
Marqeta Inc Class A Class A Com (MQ) 1.0 $5.7M 704k 8.11
Confluent Inc Class A Class A Com (CFLT) 1.0 $5.7M 243k 23.24
Roblox Corp Class A Cl A (RBLX) 1.0 $5.6M 172k 32.86
Eli Lilly & Co. (LLY) 1.0 $5.6M 17k 324.21
Snowflake Inc Class A Cl A (SNOW) 1.0 $5.5M 40k 139.06
Mongodb Inc Class A Cl A (MDB) 1.0 $5.4M 21k 259.51
Zscaler Incorporated (ZS) 1.0 $5.4M 36k 149.51
Pioneer Natural Resources 0.9 $5.2M 23k 223.06
UnitedHealth (UNH) 0.9 $5.2M 10k 513.59
Monday Com Ltd F SHS (MNDY) 0.9 $5.0M 49k 103.15
Automatic Data Processing (ADP) 0.9 $4.9M 23k 210.04
Abbvie (ABBV) 0.8 $4.6M 30k 153.15
Roku I N C Class A Com Cl A (ROKU) 0.8 $4.4M 54k 82.14
Palantir Technologies In Class A Cl A (PLTR) 0.8 $4.4M 489k 9.07
SYSCO Corporation (SYY) 0.8 $4.4M 52k 84.72
Qualtrics Interntnl Inc Class A Com Cl A 0.8 $4.3M 345k 12.51
Fluor Corporation (FLR) 0.8 $4.3M 178k 24.34
KLA-Tencor Corporation (KLAC) 0.8 $4.3M 13k 319.06
Archer Daniels Midland Company (ADM) 0.7 $4.2M 54k 77.60
Freshworks Inc Class A Class A Com (FRSH) 0.7 $4.2M 318k 13.15
Docusign (DOCU) 0.7 $4.1M 71k 57.38
Uipath Inc Class A Cl A (PATH) 0.7 $4.0M 222k 18.19
Housing Development Finance Inr 2.0 0.7 $4.0M 146k 27.27
Aar (AIR) 0.7 $4.0M 95k 41.84
Waste Management (WM) 0.7 $4.0M 26k 152.98
Chevron Corporation (CVX) 0.7 $3.9M 27k 144.79
Reliance Industries Ltd sn 0.7 $3.9M 118k 32.86
Info Edge India Ltd Inr 10.0 0.7 $3.9M 81k 47.45
Valero Energy Corporation (VLO) 0.7 $3.7M 35k 106.28
Camden Property Tr Reit Sh Ben Int (CPT) 0.6 $3.6M 27k 134.46
Lockheed Martin Corporation (LMT) 0.6 $3.6M 8.4k 430.00
Prologis (PLD) 0.6 $3.6M 31k 117.66
Nasdaq Omx (NDAQ) 0.6 $3.6M 24k 152.54
L3harris Technologies (LHX) 0.6 $3.6M 15k 241.73
Crown Castle Intl (CCI) 0.6 $3.6M 21k 168.36
Vimeo Common Stock (VMEO) 0.6 $3.6M 594k 6.02
Asana Inc Class A Cl A (ASAN) 0.6 $3.5M 202k 17.58
Union Pacific Corporation (UNP) 0.6 $3.5M 17k 213.26
Honeywell International (HON) 0.6 $3.5M 20k 173.82
Snap-on Incorporated (SNA) 0.6 $3.5M 18k 197.04
Abbott Laboratories (ABT) 0.6 $3.4M 32k 108.65
Parker-Hannifin Corporation (PH) 0.6 $3.4M 14k 246.06
Wabtec Corporation (WAB) 0.6 $3.3M 41k 82.09
Agilent Technologies Inc C ommon (A) 0.6 $3.3M 28k 118.76
United Parcel Srvc Class B CL B (UPS) 0.6 $3.2M 18k 182.51
Caleres (CAL) 0.6 $3.2M 122k 26.24
Mastercard Inc Class A Cl A (MA) 0.6 $3.2M 10k 315.47
Costco Wholesale Corporation (COST) 0.6 $3.2M 6.6k 479.22
Blackstone Com Cl A (BX) 0.6 $3.1M 34k 91.24
Applied Materials (AMAT) 0.6 $3.1M 34k 90.99
Regions Financial Corporation (RF) 0.6 $3.1M 165k 18.75
Championx Corp (CHX) 0.5 $3.1M 156k 19.85
Charles Schwab Corporation (SCHW) 0.5 $3.1M 49k 63.19
Truist Financial Corp equities (TFC) 0.5 $3.1M 64k 47.43
Lyondellbasell Inds F Class A Shsa (LYB) 0.5 $3.0M 35k 87.45
Boeing Company (BA) 0.5 $3.0M 22k 136.72
Chacha Food Co Ltd Cny 1.0 0.5 $2.9M 347k 8.51
Huntsman Corporation (HUN) 0.5 $2.9M 104k 28.35
A. O. Smith Corporation (AOS) 0.5 $2.9M 53k 54.67
Ptc (PTC) 0.5 $2.9M 27k 106.33
Hcl Technologies Ltd Inr 2.0 0.5 $2.8M 230k 12.32
Analog Devices (ADI) 0.5 $2.8M 19k 146.08
Target Corporation (TGT) 0.5 $2.8M 20k 141.25
Booking Holdings (BKNG) 0.5 $2.8M 1.6k 1749.05
Magna Intl Inc cl a (MGA) 0.5 $2.7M 49k 54.89
Travelsky Technology Ltd for (TSYHF) 0.5 $2.6M 1.4M 1.94
Shenzhen Sunlord Electronic Cny 1.0 0.5 $2.6M 641k 4.07
Ringcentral Inc Class A Cl A (RNG) 0.5 $2.6M 49k 52.26
Dxc Technology (DXC) 0.5 $2.6M 84k 30.31
Teleflex Incorporated (TFX) 0.5 $2.5M 10k 245.80
Unity Software (U) 0.5 $2.5M 69k 36.82
Devon Energy Corporation (DVN) 0.5 $2.5M 46k 55.11
TJX Companies (TJX) 0.5 $2.5M 45k 55.85
Shockwave Med 0.4 $2.5M 13k 191.18
Capital One Financial (COF) 0.4 $2.5M 24k 104.18
Steris Plc F Shs Usd (STE) 0.4 $2.5M 12k 206.18
Larsen And Toubro Ltd Inr 2.0 0.4 $2.5M 125k 19.73
Take-Two Interactive Software (TTWO) 0.4 $2.5M 20k 122.51
Baidu Inc Usd 0.000001 (BAIDF) 0.4 $2.5M 130k 18.92
Hefei Meiya Optoelectronic Cny 1.0 0.4 $2.5M 758k 3.24
Shandong Sinocera Functiona Cny 1.0 0.4 $2.4M 455k 5.37
Rh (RH) 0.4 $2.4M 11k 212.24
Prestige Estates Projects Inr 10.0 0.4 $2.4M 483k 4.90
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.4 $2.3M 6.8k 346.87
Crane 0.4 $2.3M 26k 87.56
Weichai Power Co Ltd Cny 1.0 (WEICF) 0.4 $2.3M 1.5M 1.59
Carlyle Group (CG) 0.4 $2.3M 71k 31.66
Dow (DOW) 0.4 $2.2M 44k 51.61
SPS Commerce (SPSC) 0.4 $2.2M 20k 113.05
Boyd Gaming Corporation (BYD) 0.4 $2.2M 45k 49.75
Oracle Financial Services S Inr 5.0 0.4 $2.2M 56k 39.38
Sherwin-Williams Company (SHW) 0.4 $2.2M 9.8k 223.95
J Global (ZD) 0.4 $2.1M 29k 74.53
Timken Company (TKR) 0.4 $2.1M 40k 53.06
Cyient Ltd Inr 5.0 0.4 $2.1M 220k 9.57
Huntington Bancshares Incorporated (HBAN) 0.4 $2.1M 175k 12.03
Rapid7 (RPD) 0.4 $2.0M 31k 66.82
State Street Corporation (STT) 0.4 $2.0M 33k 61.65
Kirby Corporation (KEX) 0.4 $2.0M 33k 60.85
Stryker Corporation (SYK) 0.4 $2.0M 10k 198.91
Cerus Corporation (CERS) 0.4 $2.0M 376k 5.29
Glenmark Pharmaceuticals Lt Inr 1.0 0.3 $2.0M 402k 4.90
Irhythm Technologies (IRTC) 0.3 $1.9M 18k 108.05
Bharat Electronics Ltd Inr 1.0 0.3 $1.9M 642k 2.96
Diamondback Energy (FANG) 0.3 $1.9M 16k 121.13
Timken India Ltd Inr 10.0 0.3 $1.9M 62k 30.10
Southwest Airlines (LUV) 0.3 $1.8M 50k 36.12
China Lesso Group Holdings sn 0.3 $1.8M 1.2M 1.51
DV (DV) 0.3 $1.8M 79k 22.67
Tech Mahindra Ltd Inr 5.0 0.3 $1.8M 140k 12.66
Descartes Sys Grp (DSGX) 0.3 $1.7M 27k 62.13
Metropolis Healthcare Inr 2.0 144a 0.3 $1.7M 93k 17.83
Tenable Hldgs (TENB) 0.3 $1.6M 35k 45.42
Matrix Service Company (MTRX) 0.3 $1.6M 316k 5.06
Chailease Holding Co Ltd Twd 10.0 0.3 $1.6M 228k 7.01
Amplitude Inc Class A Com Cl A (AMPL) 0.3 $1.6M 110k 14.29
Samsung Electronics Co Ltd Ord (SSNLF) 0.3 $1.5M 35k 43.91
Remitly Global (RELY) 0.3 $1.5M 199k 7.66
Anjoy Foods Group Co Ltd Cny 1.0 0.3 $1.5M 60k 25.08
Novanta (NOVT) 0.3 $1.4M 12k 121.27
Shenzhen Mindray Bio-medica Cny 1.0 0.2 $1.4M 30k 46.80
Upwork (UPWK) 0.2 $1.4M 66k 20.68
Sbi Life Insurance Co Inr 10.0 144a 0.2 $1.3M 98k 13.61
Hong Kong Exch New Ord F (HKXCF) 0.2 $1.3M 27k 49.20
Ping Identity Hldg Corp 0.2 $1.3M 72k 18.14
Haier Smart Home Company Limited Bearer 06690 (HRSHF) 0.2 $1.3M 349k 3.70
Realty Income (O) 0.2 $1.2M 18k 68.25
Materialise Nv F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Ads (MTLS) 0.2 $1.2M 91k 13.62
Schrodinger (SDGR) 0.2 $1.2M 47k 26.42
Twist Bioscience Corp (TWST) 0.2 $1.2M 35k 34.95
Sumo Logic Ord 0.2 $1.2M 158k 7.49
Smartsheet Inc Class A Com Cl A (SMAR) 0.2 $1.2M 38k 31.42
Indofood Cbp Sukse (PNDFF) 0.2 $1.2M 1.8M 0.64
Tandem Diabetes Care Com New (TNDM) 0.2 $1.1M 19k 59.19
Natera (NTRA) 0.2 $1.1M 32k 35.44
Petronet Lng Ltd Inr 10.0 0.2 $1.1M 409k 2.74
Workiva Inc 00500 Class A Com Cl A (WK) 0.2 $1.1M 17k 65.99
Krishna Institute Of Inr 10.0 144a 0.2 $1.1M 73k 15.00
Guardant Health (GH) 0.2 $1.1M 26k 40.34
Liveramp Holdings (RAMP) 0.2 $1.0M 40k 25.80
Indraprastha Gas Ltd Inr 2.0 0.2 $1.0M 230k 4.51
Gpo Aero Cent Nort (GAERF) 0.2 $1.0M 162k 6.37
Sunny Friend Environmental Twd 10.0 0.2 $1.0M 155k 6.65
Regional Sab De Cv (RGNLF) 0.2 $1.0M 215k 4.71
Dragon Cap Etf Dcvfmvn Diamond 0.2 $1.0M 850k 1.19
Whirlpool Of India Ltd Inr 10.0 0.2 $991k 50k 19.77
Alkem Laboratories Ltd Inr 2.0 0.2 $988k 26k 38.00
NVIDIA Corporation (NVDA) 0.2 $988k 6.5k 151.65
Quang Ngai Sugar Jsc Vnd 10000.0 0.2 $967k 503k 1.92
Castle Biosciences (CSTL) 0.2 $963k 44k 21.95
Duck Creek Technologies SHS 0.2 $947k 64k 14.86
Adaptive Biotechnologies Cor (ADPT) 0.2 $929k 115k 8.09
Quanterix Ord (QTRX) 0.2 $927k 57k 16.19
Cheil Worldwide Krw 200.0 0.2 $915k 50k 18.30
Classys Inc Krw 100.0 0.2 $911k 83k 10.97
Q2 Holdings (QTWO) 0.2 $876k 23k 38.58
Sk Hynix Inc Krw 5000.0 (HXSCF) 0.2 $870k 12k 70.12
Hundsun Technologies Inc Cny 1.0 0.2 $861k 132k 6.50
Koh Young Technology Inc Krw 500.0 0.1 $822k 76k 10.86
Natco Pharma Ltd Inr 2.0 0.1 $816k 99k 8.23
Hugel Inc Krw 500.0 0.1 $810k 10k 81.00
Syarikat Takaful Malaysia K Myr 0.2 0.1 $793k 1.1M 0.73
En-japan Inc Jpy 1.0 0.1 $783k 60k 13.05
Aspeed Technology Inc Twd 10.0 0.1 $743k 12k 63.90
Techtronic Industries (TTNDF) 0.1 $728k 70k 10.43
Bharat Petroleum Corp Ltd sn 0.1 $691k 177k 3.91
Stalexport Autostrady Sa Pln 2.0 0.1 $666k 984k 0.68
Douzone Bizon Co Ltd Krw 500.0 0.1 $647k 23k 28.09
CVS Caremark Corporation (CVS) 0.1 $633k 6.8k 92.64
Xiaomi Corporation (XIACF) 0.1 $626k 360k 1.74
Synopsys (SNPS) 0.1 $610k 2.0k 303.48
Bank of America Corporation (BAC) 0.1 $598k 19k 31.14
Anthem (ELV) 0.1 $546k 1.1k 482.33
Intuit (INTU) 0.1 $543k 1.4k 385.65
Eagle Pharmaceuticals (EGRX) 0.1 $533k 12k 44.42
Procter & Gamble Company (PG) 0.1 $527k 3.7k 143.83
Larsen & Toubro Infote Inr 1.0 144a 0.1 $510k 10k 50.34
Lg Household And Health Care Cum P (LGHMF) 0.1 $478k 1.9k 251.58
Samsung Sds Co Ltd Krw 500.0 0.1 $471k 4.7k 100.21
JPMorgan Chase & Co. (JPM) 0.1 $453k 4.0k 112.66
Msci (MSCI) 0.1 $448k 1.1k 412.52
Bristol Myers Squibb (BMY) 0.1 $409k 5.3k 76.91
Pepsi (PEP) 0.1 $395k 2.4k 166.46
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH) 0.1 $395k 1.7k 226.10
Alicorp Saa Pen 1.0 0.1 $361k 266k 1.35
Meta Platforms Inc Class A Cl A (META) 0.1 $350k 2.2k 161.07
Zoetis Inc Class A Cl A (ZTS) 0.1 $347k 2.0k 171.78
Nhn Kcp Corp Krw 500.0 0.1 $343k 36k 9.64
Air Products & Chemicals (APD) 0.1 $319k 1.3k 240.21
Coca-Cola Company (KO) 0.1 $315k 5.0k 63.00
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA) 0.1 $293k 7.2k 40.74
Marsh & McLennan Companies (MMC) 0.1 $284k 1.8k 155.11
Enbridge (ENB) 0.0 $252k 6.0k 42.23
Technology Select Sector Spdr Etf Nyse Tech Etf (XNTK) 0.0 $248k 2.0k 126.98
Booz Allen Hamilton Class A Cl A (BAH) 0.0 $245k 2.7k 90.41
Republic Services (RSG) 0.0 $240k 1.8k 130.79
Brown Forman Corp Class B CL B (BF.B) 0.0 $236k 3.4k 70.11
Cbiz (CBZ) 0.0 $234k 5.8k 40.01
Travelers Companies (TRV) 0.0 $233k 1.4k 169.33
Progressive Corporation (PGR) 0.0 $232k 2.0k 116.41
Colgate-Palmolive Company (CL) 0.0 $232k 2.9k 80.25
Xcel Energy (XEL) 0.0 $231k 3.3k 70.86
Chubb (CB) 0.0 $231k 1.2k 196.60
CMS Energy Corporation (CMS) 0.0 $230k 3.4k 67.49
Ida (IDA) 0.0 $230k 2.2k 105.80
CNA Financial Corporation (CNA) 0.0 $229k 5.1k 44.89
Jacobs Engineering 0.0 $229k 1.8k 127.15
Arch Cap Group Ltd F Ord (ACGL) 0.0 $229k 5.0k 45.48
Everest Re Group (EG) 0.0 $228k 812.00 280.79
Consolidated Edison (ED) 0.0 $228k 2.4k 95.28
Duke Energy Corp Com New (DUK) 0.0 $228k 2.1k 107.19
American Electric Power Company (AEP) 0.0 $227k 2.4k 95.86
Dominion Resources (D) 0.0 $227k 2.8k 79.90
W.R. Berkley Corporation (WRB) 0.0 $226k 3.3k 68.17
Mid-America Apartment (MAA) 0.0 $226k 1.3k 174.92
Sempra Energy (SRE) 0.0 $226k 1.5k 150.17
Globe Life (GL) 0.0 $226k 2.3k 97.54
Southern Company (SO) 0.0 $226k 3.2k 71.25
Check Pt Software F Ord (CHKP) 0.0 $225k 1.8k 121.82
Humana (HUM) 0.0 $225k 481.00 467.78
Assurant (AIZ) 0.0 $225k 1.3k 172.55
AutoZone (AZO) 0.0 $224k 104.00 2153.85
Markel Corporation (MKL) 0.0 $224k 173.00 1294.80
Amdocs Limited F SHS (DOX) 0.0 $224k 2.7k 83.15
Church & Dwight (CHD) 0.0 $224k 2.4k 92.79
Public Storage (PSA) 0.0 $223k 714.00 312.32
Alamo (ALG) 0.0 $223k 1.9k 116.57
Medtronic Plc F SHS (MDT) 0.0 $222k 2.5k 89.84
ResMed (RMD) 0.0 $222k 1.1k 210.03
Henry Schein (HSIC) 0.0 $222k 2.9k 76.87
Dollar General (DG) 0.0 $221k 902.00 245.01
Chemed Corp Com Stk (CHE) 0.0 $221k 471.00 469.21
Johnson & Johnson (JNJ) 0.0 $221k 1.2k 177.65
Morningstar (MORN) 0.0 $221k 913.00 242.06
NetApp (NTAP) 0.0 $221k 3.4k 65.29
Monster Beverage Corp (MNST) 0.0 $220k 2.4k 92.51
Keurig Dr Pepper (KDP) 0.0 $219k 6.2k 35.32
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR) 0.0 $219k 2.4k 92.41
3M Company (MMM) 0.0 $219k 1.7k 129.28
Integra Lifescienc Com New (IART) 0.0 $216k 4.0k 54.00
FactSet Research Systems (FDS) 0.0 $216k 562.00 384.34
Hershey Company (HSY) 0.0 $216k 1.0k 215.14
Sensient Technologies Corporation (SXT) 0.0 $215k 2.7k 80.61
Vanguard Intermediate Term Cor Etf Intermed Term (BIV) 0.0 $214k 2.7k 80.00
Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 0.0 $213k 1.1k 188.33
Tesla Motors (TSLA) 0.0 $211k 314.00 671.97
MarketAxess Holdings (MKTX) 0.0 $205k 802.00 255.61
Philippine Seven Corp Php 1.0 0.0 $168k 176k 0.95
Denison Mines Corp (DNN) 0.0 $13k 13k 1.01
Ur-energy (URG) 0.0 $11k 10k 1.09