Stanley-Laman

Stanley-Laman Group as of June 30, 2023

Portfolio Holdings for Stanley-Laman Group

Stanley-Laman Group holds 235 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schrodinger (SDGR) 2.2 $13M 266k 49.92
Microsoft Corporation (MSFT) 2.1 $13M 38k 340.54
Gitlab Class A Com (GTLB) 2.0 $12M 235k 51.11
Mongodb Inc Class A Cl A (MDB) 1.8 $11M 27k 410.99
Gambling Com Group Ltd F Ordinary Shares (GAMB) 1.7 $11M 1.0M 10.24
Cameco Corporation (CCJ) 1.5 $9.4M 300k 31.33
Block Inc Class A Cl A (SQ) 1.5 $9.1M 137k 66.57
Linde 1.5 $9.1M 24k 381.08
Palantir Technologies In Class A Cl A (PLTR) 1.4 $8.2M 535k 15.33
Apple (AAPL) 1.4 $8.2M 42k 193.97
Crowdstrike Hldgs Inc Class A Cl A (CRWD) 1.3 $8.1M 55k 146.87
Asana Inc Class A Cl A (ASAN) 1.3 $7.8M 354k 22.04
Atlassian Corp Class A Cl A 1.3 $7.6M 45k 167.81
Datadog Inc Class A Cl A Com (DDOG) 1.2 $7.5M 76k 98.38
Pagerduty (PD) 1.2 $7.5M 333k 22.48
Raytheon Technologies Corp (RTX) 1.2 $7.4M 76k 97.96
Elastic N V F Ord Shs (ESTC) 1.2 $7.3M 113k 64.12
Hashicorp Inc Class A Com Cl A (HCP) 1.2 $7.2M 275k 26.18
Jfrog Ltd F Ord Shs (FROG) 1.2 $7.0M 254k 27.70
Eli Lilly & Co. (LLY) 1.1 $6.6M 14k 468.98
Snowflake Inc Class A Cl A (SNOW) 1.1 $6.5M 37k 175.98
Cloudflare Inc Class A Cl A Com (NET) 1.1 $6.5M 100k 65.37
Confluent Inc Class A Class A Com (CFLT) 1.1 $6.5M 183k 35.31
Okta Inc Class A Cl A (OKTA) 1.0 $6.2M 90k 69.35
Uipath Inc Class A Cl A (PATH) 1.0 $6.0M 359k 16.57
Sentinelone Inc Class A Cl A (S) 0.9 $5.5M 365k 15.10
Zscaler Incorporated (ZS) 0.9 $5.5M 37k 146.30
Parker-Hannifin Corporation (PH) 0.9 $5.3M 14k 390.04
Boeing Company (BA) 0.9 $5.3M 25k 211.16
Housing Development Finance Inr 2.0 0.8 $5.0M 146k 34.40
Entergy Corporation (ETR) 0.8 $5.0M 51k 97.37
Honeywell International (HON) 0.8 $4.9M 24k 207.50
Pioneer Natural Resources 0.8 $4.9M 24k 207.18
Take-Two Interactive Software (TTWO) 0.8 $4.8M 33k 147.16
Aar (AIR) 0.8 $4.7M 82k 57.76
Snap-on Incorporated (SNA) 0.8 $4.7M 16k 288.19
stock 0.8 $4.6M 43k 106.09
Booking Holdings (BKNG) 0.7 $4.5M 1.7k 2700.33
Bharat Electronics Ltd Inr 1.0 0.7 $4.5M 2.9M 1.53
Ptc (PTC) 0.7 $4.5M 31k 142.30
UnitedHealth (UNH) 0.7 $4.5M 9.3k 480.64
Info Edge India Ltd Inr 10.0 0.7 $4.4M 81k 54.64
Championx Corp (CHX) 0.7 $4.4M 143k 31.04
Fluor Corporation (FLR) 0.7 $4.4M 149k 29.60
Mastercard Inc Class A Cl A (MA) 0.7 $4.4M 11k 393.30
Archer Daniels Midland Company (ADM) 0.7 $4.3M 57k 75.56
Wabtec Corporation (WAB) 0.7 $4.3M 39k 109.67
Waste Management (WM) 0.7 $4.2M 24k 173.42
Lockheed Martin Corporation (LMT) 0.7 $4.0M 8.8k 460.38
Cyient Ltd Inr 5.0 0.7 $4.0M 220k 18.32
AmerisourceBergen (COR) 0.7 $4.0M 21k 192.43
Chevron Corporation (CVX) 0.7 $4.0M 25k 157.35
Automatic Data Processing (ADP) 0.6 $3.9M 18k 219.79
Analog Devices (ADI) 0.6 $3.9M 20k 194.81
Pure Storage Inc Class A Cl A (PSTG) 0.6 $3.8M 104k 36.82
Abbott Laboratories (ABT) 0.6 $3.8M 35k 109.02
Steris Plc F Shs Usd (STE) 0.6 $3.8M 17k 224.98
Volvo Ab (VLVLY) 0.6 $3.8M 182k 20.70
Larsen And Toubro Ltd Inr 2.0 0.6 $3.8M 125k 30.17
Timken Company (TKR) 0.6 $3.8M 41k 91.53
TJX Companies (TJX) 0.6 $3.7M 44k 84.79
A. O. Smith Corporation (AOS) 0.6 $3.7M 51k 72.78
Rh (RH) 0.6 $3.7M 11k 329.59
Abbvie (ABBV) 0.6 $3.7M 27k 134.73
SYSCO Corporation (SYY) 0.6 $3.7M 50k 74.20
Reliance Industries Ltd sn 0.6 $3.7M 118k 31.09
McKesson Corporation (MCK) 0.6 $3.7M 8.6k 427.31
Valero Energy Corporation (VLO) 0.6 $3.6M 31k 117.30
Prologis (PLD) 0.6 $3.6M 30k 122.63
Costco Wholesale Corporation (COST) 0.6 $3.6M 6.7k 538.38
Air Lease Corp Class A Cl A (AL) 0.6 $3.6M 85k 41.85
Zebra Technologies Class A Cl A (ZBRA) 0.6 $3.6M 12k 295.83
Schlumberger Ltd F Com Stk (SLB) 0.6 $3.5M 71k 49.12
Anthem (ELV) 0.6 $3.5M 7.8k 444.29
Carlyle Group (CG) 0.6 $3.5M 108k 31.95
Prestige Estates Projects Inr 10.0 0.6 $3.4M 483k 7.01
Glenmark Pharmaceuticals Lt Inr 1.0 0.5 $3.3M 402k 8.24
Lyondellbasell Inds F Class A Shsa (LYB) 0.5 $3.3M 36k 91.83
Boyd Gaming Corporation (BYD) 0.5 $3.3M 47k 69.37
L3harris Technologies (LHX) 0.5 $3.3M 17k 195.77
Union Pacific Corporation (UNP) 0.5 $3.2M 16k 204.62
United Parcel Srvc Class B CL B (UPS) 0.5 $3.2M 18k 179.25
Blackstone Com Cl A (BX) 0.5 $3.2M 34k 92.97
Ciena Corp Com New (CIEN) 0.5 $3.2M 75k 42.49
Magna Intl Inc cl a (MGA) 0.5 $3.2M 56k 56.44
Kirby Corporation (KEX) 0.5 $3.1M 41k 76.95
Charles Schwab Corporation (SCHW) 0.5 $3.1M 55k 56.68
Agilent Technologies Inc C ommon (A) 0.5 $3.0M 25k 120.25
Applied Materials (AMAT) 0.5 $3.0M 21k 144.54
TETRA Technologies (TTI) 0.5 $3.0M 879k 3.38
Diamondback Energy (FANG) 0.5 $2.9M 22k 131.36
Harmonic (HLIT) 0.5 $2.8M 175k 16.17
Target Corporation (TGT) 0.5 $2.8M 21k 131.90
Dow (DOW) 0.5 $2.8M 52k 53.26
EnerSys (ENS) 0.5 $2.8M 26k 108.52
Qualcomm (QCOM) 0.5 $2.7M 23k 119.04
Travelsky Technology Ltd for (TSYHF) 0.4 $2.7M 1.6M 1.70
Camden Property Tr Reit Sh Ben Int (CPT) 0.4 $2.7M 25k 108.87
NVIDIA Corporation (NVDA) 0.4 $2.7M 6.3k 423.02
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.4 $2.6M 6.3k 407.28
Zomato Ltd Inr 1.0 0.4 $2.5M 2.7M 0.92
Textron (TXT) 0.4 $2.5M 37k 67.63
State Street Corporation (STT) 0.4 $2.5M 34k 73.18
Matrix Service Company (MTRX) 0.4 $2.4M 408k 5.89
Joinn Laboratories Chi Cny 1.0 144a 0.4 $2.3M 925k 2.51
Devon Energy Corporation (DVN) 0.4 $2.2M 46k 48.34
Nexgen Energy (NXE) 0.4 $2.2M 472k 4.71
Verint Systems (VRNT) 0.4 $2.2M 63k 35.06
Crown Castle Intl (CCI) 0.4 $2.1M 19k 113.94
Propetro Hldg (PUMP) 0.3 $2.0M 247k 8.24
Sis Ltd Inr 5.0 0.3 $2.0M 393k 5.14
Huntington Bancshares Incorporated (HBAN) 0.3 $2.0M 185k 10.78
Tech Mahindra Ltd Inr 5.0 0.3 $1.9M 140k 13.78
Samsung Electronics Co Ltd Ord (SSNLF) 0.3 $1.9M 35k 54.79
Hefei Meiya Optoelectronic Cny 1.0 0.3 $1.9M 538k 3.54
Truist Financial Corp equities (TFC) 0.3 $1.9M 62k 30.35
Hcl Technologies Ltd Inr 2.0 0.3 $1.8M 124k 14.48
Timken India Ltd Inr 10.0 0.3 $1.8M 42k 41.73
Ovctek China Inc Cny 1.0 0.3 $1.7M 420k 4.16
Shandong Sinocera Functiona Cny 1.0 0.3 $1.7M 455k 3.77
Quess Corp Ltd Inr 10.0 144a 0.3 $1.7M 310k 5.48
Chacha Food Co Ltd Cny 1.0 0.3 $1.7M 297k 5.72
Baidu Inc Usd 0.000001 (BAIDF) 0.3 $1.7M 99k 16.95
Krishna Institute Of Inr 10.0 144a 0.3 $1.6M 73k 21.74
BorgWarner (BWA) 0.3 $1.6M 32k 48.91
Sbi Life Insurance Co Inr 10.0 144a 0.3 $1.6M 98k 15.93
Hubspot (HUBS) 0.3 $1.6M 2.9k 532.09
Regional Sab De Cv (RGNLF) 0.2 $1.5M 207k 7.23
Chailease Holding Co Ltd Twd 10.0 0.2 $1.4M 218k 6.55
Dynatrace Com New (DT) 0.2 $1.3M 26k 51.47
Sk Hynix Inc Krw 5000.0 (HXSCF) 0.2 $1.3M 15k 87.43
Shanghai International Airp Cny 1.0 0.2 $1.2M 190k 6.25
Sprinklr Inc Class A Cl A (CXM) 0.2 $1.1M 83k 13.83
Docebo (DCBO) 0.2 $1.1M 29k 39.43
Hainan Meilan International Cny 1.0 (HMCTF) 0.2 $1.1M 900k 1.24
Alkem Laboratories Ltd Inr 2.0 0.2 $1.1M 26k 42.84
Shenzhen Sunlord Electronic Cny 1.0 0.2 $1.1M 334k 3.29
Realty Income (O) 0.2 $1.1M 18k 59.79
Classys Inc Krw 100.0 0.2 $1.1M 44k 24.51
Naga (NGCRF) 0.2 $1.1M 2.0M 0.53
Hong Kong Exch New Ord F (HKXCF) 0.2 $1.0M 27k 37.67
L'occitane International Sa (LCCTF) 0.2 $962k 400k 2.40
Ncino (NCNO) 0.2 $954k 32k 30.12
Amplitude Inc Class A Com Cl A (AMPL) 0.2 $940k 86k 11.00
Cs Disco (LAW) 0.1 $904k 110k 8.22
Braze Inc Class A Com Cl A (BRZE) 0.1 $901k 21k 43.79
Koh Young Technology Inc Krw 500.0 0.1 $885k 76k 11.69
Dragon Cap Etf Dcvfmvn Diamond 0.1 $868k 850k 1.02
Synopsys (SNPS) 0.1 $867k 2.0k 435.41
Dassault Systemes (DASTY) 0.1 $864k 20k 44.44
Clear Secure Com Cl A (YOU) 0.1 $864k 37k 23.17
Chularat Hospital Pcl Thb 0.1 0.1 $846k 10M 0.08
Hugel Inc Krw 500.0 0.1 $835k 10k 83.48
Bank Btpn Syariah Tbk Pt Idr 100.0 0.1 $826k 6.0M 0.14
Life Insurance Corp Of Ind Inr 10.0 0.1 $772k 100k 7.72
Syarikat Takaful Malaysia K Myr 0.2 0.1 $770k 1.1M 0.71
Indofood Cbp Sukse (PNDFF) 0.1 $755k 1.0M 0.75
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF) 0.1 $730k 2.7k 275.18
Sunny Friend Environmental Twd 10.0 0.1 $724k 155k 4.67
Jamf Hldg Corp (JAMF) 0.1 $713k 37k 19.52
International Paper Company (IP) 0.1 $682k 21k 31.81
Weichai Power Co Ltd Cny 1.0 (WEICF) 0.1 $681k 465k 1.46
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.1 $648k 5.4k 119.70
Procter & Gamble Company (PG) 0.1 $596k 3.9k 151.74
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 0.1 $596k 3.8k 157.83
JPMorgan Chase & Co. (JPM) 0.1 $582k 4.0k 145.44
Expensify Inc Class A Com Cl A (EXFY) 0.1 $573k 72k 7.98
Regions Financial Corporation (RF) 0.1 $567k 32k 17.82
Anjoy Foods Group Co Ltd Cny 1.0 0.1 $566k 28k 20.21
Coca-Cola Company (KO) 0.1 $552k 9.2k 60.22
Douzone Bizon Co Ltd Krw 500.0 0.1 $541k 23k 23.49
Hershey Company (HSY) 0.1 $539k 2.2k 249.70
Intuit (INTU) 0.1 $527k 1.2k 458.19
1/100 Berkshire Htwy Cla 100 Shs=1 Whole Sh Brk A Cl A (BRK.A) 0.1 $518k 100.00 5178.10
Msci (MSCI) 0.1 $502k 1.1k 469.29
CVS Caremark Corporation (CVS) 0.1 $472k 6.8k 69.13
Pepsi (PEP) 0.1 $453k 2.4k 185.22
Samsung Sds Co Ltd Krw 500.0 0.1 $438k 4.7k 93.27
Bristol Myers Squibb (BMY) 0.1 $434k 6.8k 63.95
Bank of America Corporation (BAC) 0.1 $419k 15k 28.69
McDonald's Corporation (MCD) 0.1 $413k 1.4k 298.41
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH) 0.1 $411k 1.6k 261.55
Meta Platforms Inc Class A Cl A (META) 0.1 $402k 1.4k 286.98
Pfizer (PFE) 0.1 $399k 11k 36.68
Merck & Co (MRK) 0.1 $399k 3.5k 115.39
Haier Smart Home Company Limited Bearer 06690 (HRSHF) 0.1 $397k 126k 3.15
China Lesso Group Holdings sn 0.1 $381k 581k 0.66
Texas Instruments Incorporated (TXN) 0.1 $373k 2.1k 180.02
Technology Select Sector Spdr Etf Nyse Tech Etf (XNTK) 0.1 $361k 2.1k 173.88
Oracle Corporation (ORCL) 0.1 $359k 3.0k 119.09
Mondelez Intl Class A Cl A (MDLZ) 0.1 $359k 4.9k 72.94
Cisco Systems (CSCO) 0.1 $351k 6.8k 51.74
Airports Corp Of Vietna Vnd 10000.0 0.1 $341k 110k 3.10
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA) 0.1 $318k 6.9k 46.18
Johnson & Johnson (JNJ) 0.1 $316k 1.9k 165.52
Accenture Plc F Class A Shs Class A (ACN) 0.1 $314k 1.0k 308.58
Wal-Mart Stores (WMT) 0.1 $310k 2.0k 157.18
Enterprise Products Partners (EPD) 0.0 $295k 11k 26.35
Global-e Online Ltd F SHS (GLBE) 0.0 $283k 6.9k 40.94
Roblox Corp Class A Cl A (RBLX) 0.0 $283k 7.0k 40.30
Monday Com Ltd F SHS (MNDY) 0.0 $282k 1.6k 171.22
Lg Household And Health Care Cum P (LGHMF) 0.0 $270k 1.9k 142.30
Vgrd Itc Etf Dv Intermed Term (BIV) 0.0 $270k 3.4k 79.02
Nhn Kcp Corp Krw 500.0 0.0 $265k 35k 7.61
Magellan Midstream Pa Com Unit Rp Lp 0.0 $263k 4.2k 62.32
Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 0.0 $262k 1.2k 220.28
Quang Ngai Sugar Jsc Vnd 10000.0 0.0 $255k 139k 1.84
Shopify Inc F Class A Cl A (SHOP) 0.0 $253k 3.9k 64.60
Becton, Dickinson and (BDX) 0.0 $250k 947.00 264.01
Corning Incorporated (GLW) 0.0 $245k 7.0k 35.04
Ishares 3-7 Year Treasury Bond Etf 3 7 Yr Treas Bd (IEI) 0.0 $240k 2.1k 115.26
Thermo Fisher Scientific (TMO) 0.0 $235k 451.00 521.75
Fortinet (FTNT) 0.0 $235k 3.1k 75.59
Medtronic Plc F SHS (MDT) 0.0 $234k 2.7k 88.10
Eagle Pharmaceuticals (EGRX) 0.0 $233k 12k 19.44
Republic Services (RSG) 0.0 $232k 1.5k 153.17
Stryker Corporation (SYK) 0.0 $230k 754.00 305.09
Danaher Corporation (DHR) 0.0 $228k 951.00 240.00
Enbridge (ENB) 0.0 $222k 6.0k 37.15
Bank of New York Mellon Corporation (BK) 0.0 $220k 4.9k 44.52
Cigna Corp (CI) 0.0 $219k 779.00 280.60
Zimmer Holdings (ZBH) 0.0 $218k 1.5k 145.60
Asml Holding N V F Sponsored Adr 1 Adr Reps 1 Ord N Y Registry Shs (ASML) 0.0 $214k 295.00 724.75
Netflix (NFLX) 0.0 $212k 481.00 440.49
Starbucks Corporation (SBUX) 0.0 $212k 2.1k 99.06
Adobe Systems Incorporated (ADBE) 0.0 $211k 432.00 488.99
General Dynamics Corporation (GD) 0.0 $208k 967.00 215.15
Amgen (AMGN) 0.0 $208k 935.00 222.02
Pinterest Inc Class A Cl A (PINS) 0.0 $207k 7.6k 27.34
Illinois Tool Works (ITW) 0.0 $206k 823.00 250.16
Advanced Micro Devices (AMD) 0.0 $203k 1.8k 113.91
Roper Industries (ROP) 0.0 $202k 421.00 480.80
Medical Properties Trust (MPW) 0.0 $139k 15k 9.26
Akr Corporindo Tbk Pt Idr 20.0 (PKCPF) 0.0 $112k 1.2M 0.09
Denison Mines Corp (DNN) 0.0 $19k 15k 1.25