Stanley-Laman

Stanley-Laman Group as of Dec. 31, 2022

Portfolio Holdings for Stanley-Laman Group

Stanley-Laman Group holds 219 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 1.8 $9.7M 41k 239.82
Linde 1.8 $9.3M 29k 326.18
Raytheon Technologies Corp (RTX) 1.5 $7.7M 76k 100.92
Okta Inc Class A Cl A (OKTA) 1.4 $7.4M 109k 68.33
Cameco Corporation (CCJ) 1.3 $6.9M 305k 22.67
Atlassian Corp Class A Cl A 1.3 $6.9M 54k 128.68
Mongodb Inc Class A Cl A (MDB) 1.3 $6.6M 34k 196.84
Hashicorp Inc Class A Com Cl A (HCP) 1.2 $6.5M 238k 27.34
Jfrog Ltd F Ord Shs (FROG) 1.2 $6.5M 305k 21.33
Fluor Corporation (FLR) 1.2 $6.3M 183k 34.66
Schrodinger (SDGR) 1.2 $6.2M 331k 18.69
Sentinelone Inc Class A Cl A (S) 1.1 $6.0M 412k 14.59
Tenable Hldgs (TENB) 1.1 $6.0M 157k 38.15
Cognizant Tech Solu Class A Cl A (CTSH) 1.1 $5.9M 103k 57.19
Eli Lilly & Co. (LLY) 1.1 $5.8M 16k 365.84
Apple (AAPL) 1.1 $5.7M 44k 129.93
Archer Daniels Midland Company (ADM) 1.1 $5.7M 62k 92.85
Pioneer Natural Resources (PXD) 1.0 $5.4M 24k 228.39
Chevron Corporation (CVX) 1.0 $5.4M 30k 179.49
Crowdstrike Hldgs Inc Class A Cl A (CRWD) 1.0 $5.3M 51k 105.29
Monday Com Ltd F SHS (MNDY) 1.0 $5.2M 43k 122.00
Rapid7 (RPD) 1.0 $5.2M 153k 33.98
Datadog Inc Class A Cl A Com (DDOG) 1.0 $5.1M 69k 73.50
Cloudflare Inc Class A Cl A Com (NET) 1.0 $5.0M 111k 45.21
Abbvie (ABBV) 0.9 $4.9M 30k 161.61
Block Inc Class A Cl A (SQ) 0.9 $4.8M 77k 62.84
Boeing Company (BA) 0.9 $4.8M 25k 190.49
Roblox Corp Class A Cl A (RBLX) 0.9 $4.8M 167k 28.46
Valero Energy Corporation (VLO) 0.9 $4.7M 37k 126.86
Housing Development Finance Inr 2.0 SHS 0.9 $4.7M 146k 31.94
Championx Corp (CHX) 0.9 $4.6M 160k 28.99
Shopify Inc F Class A Cl A (SHOP) 0.9 $4.6M 133k 34.71
UnitedHealth (UNH) 0.9 $4.6M 8.6k 530.18
Docusign (DOCU) 0.9 $4.6M 82k 55.42
Zscaler Incorporated (ZS) 0.9 $4.5M 41k 111.90
Aar (AIR) 0.9 $4.5M 99k 44.90
Confluent Inc Class A Class A Com (CFLT) 0.8 $4.4M 198k 22.24
Gitlab Class A Com (GTLB) 0.8 $4.3M 95k 45.44
Honeywell International (HON) 0.8 $4.3M 20k 214.30
Global-e Online Ltd F SHS (GLBE) 0.8 $4.3M 208k 20.64
Automatic Data Processing (ADP) 0.8 $4.2M 18k 238.86
Lockheed Martin Corporation (LMT) 0.8 $4.2M 8.6k 486.49
Wabtec Corporation (WAB) 0.8 $4.1M 41k 99.81
Charles Schwab Corporation (SCHW) 0.8 $4.1M 49k 83.26
Snap-on Incorporated (SNA) 0.8 $4.0M 18k 228.49
Mastercard Inc Class A Cl A (MA) 0.8 $4.0M 12k 347.73
stock 0.8 $4.0M 47k 86.09
Parker-Hannifin Corporation (PH) 0.8 $4.0M 14k 291.00
Palantir Technologies In Class A Cl A (PLTR) 0.8 $4.0M 620k 6.42
SYSCO Corporation (SYY) 0.7 $3.9M 51k 76.45
Info Edge India Ltd Inr 10.0 SHS 0.7 $3.9M 81k 47.60
Agilent Technologies Inc C ommon (A) 0.7 $3.8M 26k 149.65
Schlumberger Ltd F Com Stk (SLB) 0.7 $3.8M 71k 53.46
Ptc (PTC) 0.7 $3.8M 31k 120.04
Ciena Corp Com New (CIEN) 0.7 $3.7M 73k 50.98
Waste Management (WM) 0.7 $3.7M 24k 156.88
Regions Financial Corporation (RF) 0.7 $3.7M 170k 21.56
TJX Companies (TJX) 0.7 $3.6M 46k 79.60
Reliance Industries Ltd Inr 10.0 SHS 0.7 $3.6M 118k 30.79
Union Pacific Corporation (UNP) 0.7 $3.6M 17k 207.07
Analog Devices (ADI) 0.7 $3.4M 21k 164.03
Prologis (PLD) 0.7 $3.4M 30k 112.73
Nasdaq Omx (NDAQ) 0.6 $3.3M 54k 61.35
Booking Holdings (BKNG) 0.6 $3.3M 1.6k 2015.28
Abbott Laboratories (ABT) 0.6 $3.3M 30k 109.79
Air Lease Corp Class A Cl A (AL) 0.6 $3.2M 84k 38.42
L3harris Technologies (LHX) 0.6 $3.2M 15k 208.21
Diamondback Energy (FANG) 0.6 $3.2M 23k 136.78
LARSEN plus TOUBRO LTD INR 2.0 SHS 0.6 $3.2M 125k 25.21
Carlyle Group (CG) 0.6 $3.2M 106k 29.84
Rh (RH) 0.6 $3.1M 12k 267.19
Costco Wholesale Corporation (COST) 0.6 $3.1M 6.7k 456.50
A. O. Smith Corporation (AOS) 0.6 $3.0M 53k 57.24
Dxc Technology (DXC) 0.6 $3.0M 113k 26.50
Devon Energy Corporation (DVN) 0.6 $3.0M 48k 61.51
Take-Two Interactive Software (TTWO) 0.6 $2.9M 28k 104.13
Lyondellbasell Inds F Class A Shsa (LYB) 0.6 $2.9M 35k 83.03
United Parcel Srvc Class B CL B (UPS) 0.6 $2.9M 17k 173.84
Magna Intl Inc cl a (MGA) 0.6 $2.9M 52k 56.18
Hcl Technologies Ltd Inr 2.0 SHS 0.6 $2.9M 230k 12.56
Timken Company (TKR) 0.5 $2.9M 41k 70.67
Camden Property Tr Reit Sh Ben Int (CPT) 0.5 $2.9M 26k 111.88
Zebra Technologies Class A Cl A (ZBRA) 0.5 $2.9M 11k 256.41
Stryker Corporation (SYK) 0.5 $2.9M 12k 244.49
Travelsky Technology Ltd Cny 1.0 SHS (TSYHF) 0.5 $2.9M 1.4M 2.11
Target Corporation (TGT) 0.5 $2.8M 19k 149.04
Caleres (CAL) 0.5 $2.8M 127k 22.28
Huntsman Corporation (HUN) 0.5 $2.8M 102k 27.48
J Global (ZD) 0.5 $2.8M 35k 79.10
Crown Castle Intl (CCI) 0.5 $2.8M 20k 135.64
Steris Plc F Shs Usd (STE) 0.5 $2.7M 15k 184.69
Joinn Laboratories Chi Cny 1.0 144a SHS 0.5 $2.7M 536k 5.12
Dow (DOW) 0.5 $2.7M 54k 50.39
Prestige Estates Projects Inr 10.0 SHS 0.5 $2.7M 483k 5.60
Crane 0.5 $2.7M 27k 100.45
Huntington Bancshares Incorporated (HBAN) 0.5 $2.7M 188k 14.10
Kirby Corporation (KEX) 0.5 $2.6M 41k 64.35
Truist Financial Corp equities (TFC) 0.5 $2.6M 61k 43.03
Blackstone Com Cl A (BX) 0.5 $2.6M 35k 74.19
State Street Corporation (STT) 0.5 $2.6M 34k 77.57
Textron (TXT) 0.5 $2.6M 36k 70.80
Boyd Gaming Corporation (BYD) 0.5 $2.5M 46k 54.53
Chacha Food Co Ltd Cny 1.0 SHS 0.5 $2.5M 347k 7.19
Matrix Service Company (MTRX) 0.5 $2.4M 392k 6.22
TETRA Technologies (TTI) 0.5 $2.4M 689k 3.46
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.4 $2.4M 6.7k 351.33
Bharat Electronics Ltd Inr 1.0 SHS 0.4 $2.3M 1.9M 1.21
Pagerduty (PD) 0.4 $2.2M 85k 26.56
Cyient Ltd Inr 5.0 SHS 0.4 $2.2M 220k 9.80
Ovctek China Inc Cny 1.0 SHS 0.4 $2.2M 420k 5.14
Southwest Airlines (LUV) 0.4 $2.2M 64k 33.67
Glenmark Pharmaceuticals Lt Inr 1.0 SHS 0.4 $2.1M 402k 5.13
Nexgen Energy (NXE) 0.4 $2.1M 464k 4.43
Timken India Ltd Inr 10.0 SHS 0.4 $2.0M 52k 37.52
Zomato Ltd Inr 1.0 SHS 0.4 $1.9M 2.6M 0.72
Sis Ltd Inr 5.0 SHS 0.4 $1.9M 393k 4.75
Hefei Meiya Optoelectronic Cny 1.0 SHS 0.4 $1.8M 538k 3.44
Shandong Sinocera Functiona Cny 1.0 SHS 0.3 $1.8M 455k 3.97
Shenzhen Sunlord Electronic Cny 1.0 SHS 0.3 $1.8M 478k 3.77
Nagacorp Ltd Usd 0.0125 SHS (NGCRF) 0.3 $1.8M 2.0M 0.88
Weichai Power Co Ltd Cny 1.0 SHS (WEICF) 0.3 $1.7M 1.3M 1.34
Tech Mahindra Ltd Inr 5.0 SHS 0.3 $1.7M 140k 12.29
Samsung Electronics Co Lt Krw 100.0 SHS (SSNLF) 0.3 $1.5M 35k 43.85
Quess Corp Ltd Inr 10.0 144a SHS 0.3 $1.5M 310k 4.98
Chailease Holding Co Ltd Twd 10.0 SHS 0.3 $1.5M 218k 7.06
Clear Secure Com Cl A (YOU) 0.3 $1.5M 56k 27.43
Sbi Life Insurance Co Inr 10.0 144a SHS 0.3 $1.5M 98k 14.91
Amplitude Inc Class A Com Cl A (AMPL) 0.3 $1.4M 120k 12.08
Docebo (DCBO) 0.3 $1.4M 42k 33.14
Krishna Institute Of Inr 10.0 144a SHS 0.3 $1.4M 73k 18.68
Dynatrace Com New (DT) 0.3 $1.3M 35k 38.30
Classys Inc Krw 100.0 SHS 0.2 $1.2M 83k 14.55
Haier Smart Home Co Ltd Cny 1.0 SHS (HRSHF) 0.2 $1.2M 349k 3.41
Hong Kong Exchanges And Cle Hkd 1.0 SHS (HKXCF) 0.2 $1.2M 27k 43.20
Anjoy Foods Group Co Ltd Cny 1.0 SHS 0.2 $1.2M 50k 23.29
Realty Income (O) 0.2 $1.2M 18k 63.43
Hubspot (HUBS) 0.2 $1.1M 3.9k 289.13
Sk Hynix Inc Krw 5000.0 SHS 0.2 $1.1M 19k 59.27
Ncino (NCNO) 0.2 $1.1M 41k 26.44
Baidu Inc Usd 0.000001 SHS (BAIDF) 0.2 $1.1M 75k 14.31
Hugel Inc Krw 500.0 SHS 0.2 $1.1M 10k 106.68
Cs Disco (LAW) 0.2 $989k 156k 6.32
Jamf Hldg Corp (JAMF) 0.2 $972k 46k 21.30
Sprinklr Inc Class A Cl A (CXM) 0.2 $962k 118k 8.17
Alkem Laboratories Ltd Inr 2.0 SHS 0.2 $942k 26k 36.23
Regional Sab De Cv SHS (RGNLF) 0.2 $937k 130k 7.19
NVIDIA Corporation (NVDA) 0.2 $924k 6.3k 146.14
Elastic N V F Ord Shs (ESTC) 0.2 $896k 17k 51.50
Expensify Inc Class A Com Cl A (EXFY) 0.2 $893k 101k 8.83
Sunny Friend Environmental Twd 10.0 SHS 0.2 $872k 155k 5.63
Syarikat Takaful Malaysia K Myr 0.2 SHS 0.2 $845k 1.1M 0.78
Braze Inc Class A Com Cl A (BRZE) 0.2 $816k 30k 27.28
Dragon Cap Etf Dcvfmvn Diamond SHS 0.2 $808k 850k 0.95
China Lesso Group Holdings Hkd 0.05 SHS 0.2 $792k 758k 1.04
Quang Ngai Sugar Jsc Vnd 10000.0 SHS 0.1 $764k 503k 1.52
Koh Young Technology Inc Krw 100.0 SHS 0.1 $763k 76k 10.08
International Paper Company (IP) 0.1 $742k 21k 34.63
Bharat Petroleum Corp Ltd Inr 10.0 SHS 0.1 $707k 177k 3.99
Douzone Bizon Co Ltd Krw 500.0 SHS 0.1 $673k 23k 29.22
Natco Pharma Ltd Inr 2.0 SHS 0.1 $671k 99k 6.77
Indofood Cbp Sukses Makmur Idr 50.0 SHS (PNDFF) 0.1 $642k 1.0M 0.64
Synopsys (SNPS) 0.1 $642k 2.0k 319.29
CVS Caremark Corporation (CVS) 0.1 $637k 6.8k 93.19
Stalexport Autostrady Sa Pln 2.0 SHS 0.1 $575k 940k 0.61
JPMorgan Chase & Co. (JPM) 0.1 $536k 4.0k 134.10
Msci (MSCI) 0.1 $505k 1.1k 465.17
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.1 $496k 5.6k 88.23
LG H plusH CO LTD CUM P SHS (LGHMF) 0.1 $474k 1.9k 249.31
Bank of America Corporation (BAC) 0.1 $464k 14k 33.12
Samsung Sds Co Ltd Krw 500.0 SHS 0.1 $458k 4.7k 97.47
Intuit (INTU) 0.1 $453k 1.2k 389.22
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH) 0.1 $425k 1.8k 241.91
Nhn Kcp Corp Krw 500.0 SHS 0.1 $369k 35k 10.60
Cisco Systems (CSCO) 0.1 $351k 7.4k 47.64
Eagle Pharmaceuticals (EGRX) 0.1 $351k 12k 29.23
Arrowhead Pharmaceuticals (ARWR) 0.1 $342k 8.4k 40.56
Anthem (ELV) 0.1 $342k 666.00 512.97
Netflix (NFLX) 0.1 $333k 1.1k 294.88
Procter & Gamble Company (PG) 0.1 $323k 2.1k 151.56
Coca-Cola Company (KO) 0.1 $318k 5.0k 63.61
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA) 0.1 $304k 7.2k 41.97
Fortinet (FTNT) 0.1 $288k 5.9k 48.89
Bruker Corporation (BRKR) 0.1 $267k 3.9k 68.35
Motorola Solutions Com New (MSI) 0.0 $260k 1.0k 257.71
Visa Inc Class A Com Cl A (V) 0.0 $260k 1.2k 207.76
Broadcom (AVGO) 0.0 $259k 463.00 559.13
Meta Platforms Inc Class A Cl A (META) 0.0 $258k 2.1k 120.34
Zoetis Inc Class A Cl A (ZTS) 0.0 $253k 1.7k 146.55
Regenxbio Inc equity us cm (RGNX) 0.0 $252k 11k 22.68
Norfolk Southern (NSC) 0.0 $251k 1.0k 246.42
Keysight Technologies (KEYS) 0.0 $251k 1.5k 171.07
Ansys (ANSS) 0.0 $248k 1.0k 241.59
Microchip Technology (MCHP) 0.0 $245k 3.5k 70.25
Technology Select Sector Spdr Etf Nyse Tech Etf (XNTK) 0.0 $243k 2.0k 124.44
Enbridge (ENB) 0.0 $233k 6.0k 39.10
American Express Company (AXP) 0.0 $230k 1.6k 147.75
Dropbox Inc Class A Cl A (DBX) 0.0 $230k 10k 22.38
Exelixis (EXEL) 0.0 $229k 14k 16.04
FactSet Research Systems (FDS) 0.0 $228k 567.00 401.21
Integra Lifescienc Com New (IART) 0.0 $224k 4.0k 56.07
Adobe Systems Incorporated (ADBE) 0.0 $224k 666.00 336.53
MarketAxess Holdings (MKTX) 0.0 $224k 802.00 278.89
Balchem Corporation (BCPC) 0.0 $222k 1.8k 122.11
Vanguard Intermediate Term Cor Etf Intermed Term (BIV) 0.0 $219k 2.8k 77.50
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR) 0.0 $217k 2.3k 94.66
Paypal Holdings (PYPL) 0.0 $217k 3.0k 71.22
Advanced Micro Devices (AMD) 0.0 $217k 3.3k 64.77
Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 0.0 $212k 1.1k 191.19
Pentair Plc F SHS (PNR) 0.0 $211k 4.7k 44.98
Electronic Arts (EA) 0.0 $209k 1.7k 122.18
Autodesk (ADSK) 0.0 $209k 1.1k 186.87
Nxp Semiconductors N V (NXPI) 0.0 $208k 1.3k 158.03
Pure Storage Inc Class A Cl A (PSTG) 0.0 $208k 7.8k 26.76
Te Connectivity Ltd F SHS (TEL) 0.0 $207k 1.8k 114.80
F5 Networks (FFIV) 0.0 $206k 1.4k 143.51
NetApp (NTAP) 0.0 $203k 3.4k 60.06
Philippine Seven Corp Php 1.0 SHS 0.0 $129k 100k 1.29
Denison Mines Corp (DNN) 0.0 $21k 18k 1.15
Ur-energy (URG) 0.0 $12k 10k 1.15