Stanley-Laman

Stanley-Laman Group as of Sept. 30, 2023

Portfolio Holdings for Stanley-Laman Group

Stanley-Laman Group holds 232 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Gambling Com Group Ltd F Ordinary Shares (GAMB) 3.0 $18M 1.3M 13.08
Microsoft Corporation (MSFT) 2.0 $12M 37k 315.75
Cameco Corporation (CCJ) 2.0 $12M 291k 39.64
Hashicorp Inc Class A Com Cl A (HCP) 1.7 $10M 440k 22.83
Elastic N V F Ord Shs (ESTC) 1.5 $9.1M 112k 81.24
Crowdstrike Hldgs Inc Class A Cl A (CRWD) 1.5 $8.8M 53k 167.38
Atlassian Corp Class A Cl A 1.5 $8.8M 44k 201.51
Linde 1.5 $8.6M 23k 372.35
Palantir Technologies In Class A Cl A (PLTR) 1.4 $8.3M 520k 16.00
Gitlab Inc Class A Class A Com (GTLB) 1.4 $8.0M 178k 45.22
Schrodinger (SDGR) 1.2 $7.3M 259k 28.27
Pagerduty (PD) 1.2 $7.3M 325k 22.49
Eli Lilly & Co. (LLY) 1.2 $7.2M 14k 537.13
Okta Inc Class A Cl A (OKTA) 1.2 $7.1M 87k 81.51
Mongodb Inc Class A Cl A (MDB) 1.2 $7.0M 20k 345.86
Apple (AAPL) 1.2 $6.8M 40k 171.21
Datadog Inc Class A Cl A Com (DDOG) 1.1 $6.7M 73k 91.09
Asana Inc Class A Cl A (ASAN) 1.1 $6.3M 346k 18.31
Jfrog Ltd F Ord Shs (FROG) 1.1 $6.3M 247k 25.36
stock 1.0 $6.1M 41k 146.25
Sentinelone Inc Class A Cl A (S) 1.0 $6.0M 359k 16.86
Cloudflare Inc Class A Cl A Com (NET) 1.0 $6.0M 96k 63.04
Uipath Inc Class A Cl A (PATH) 1.0 $6.0M 350k 17.11
Block Inc Class A Cl A (SQ) 1.0 $5.9M 134k 44.26
Zscaler Incorporated (ZS) 1.0 $5.7M 37k 155.59
Snowflake Inc Class A Cl A (SNOW) 1.0 $5.6M 37k 152.77
Fluor Corporation (FLR) 0.9 $5.4M 146k 36.70
Raytheon Technologies Corp (RTX) 0.9 $5.3M 73k 71.97
Confluent Inc Class A Class A Com (CFLT) 0.9 $5.2M 177k 29.61
Parker-Hannifin Corporation (PH) 0.9 $5.2M 13k 389.52
Booking Holdings (BKNG) 0.9 $5.0M 1.6k 3083.95
Bharat Electronics Ltd Inr 1.0 0.8 $4.9M 2.9M 1.66
Matrix Service Company (MTRX) 0.8 $4.8M 405k 11.80
Boeing Company (BA) 0.8 $4.7M 25k 191.68
TETRA Technologies (TTI) 0.8 $4.6M 727k 6.38
Pioneer Natural Resources 0.8 $4.6M 20k 229.55
UnitedHealth (UNH) 0.8 $4.6M 9.1k 504.19
Entergy Corporation (ETR) 0.8 $4.6M 49k 92.50
Larsen And Toubro Ltd Inr 2.0 0.8 $4.6M 125k 36.43
Hdfc Bank 0.8 $4.5M 245k 18.38
Cyient Ltd Inr 5.0 0.8 $4.5M 220k 20.42
Take-Two Interactive Software (TTWO) 0.8 $4.5M 32k 140.39
Mastercard Inc Class A Cl A (MA) 0.7 $4.3M 11k 395.91
Chevron Corporation (CVX) 0.7 $4.3M 25k 168.62
Honeywell International (HON) 0.7 $4.3M 23k 184.74
Championx Corp (CHX) 0.7 $4.2M 118k 35.62
Archer Daniels Midland Company (ADM) 0.7 $4.2M 55k 75.42
Glenmark Pharmaceuticals Lt Inr 1.0 0.7 $4.1M 402k 10.29
Aar (AIR) 0.7 $4.1M 69k 59.53
Info Edge India Ltd Inr 10.0 0.7 $4.1M 81k 50.23
Schlumberger Ltd F Com Stk (SLB) 0.7 $4.0M 69k 58.30
Snap-on Incorporated (SNA) 0.7 $4.0M 16k 255.06
Ptc (PTC) 0.6 $3.8M 27k 141.68
TJX Companies (TJX) 0.6 $3.8M 42k 88.88
Costco Wholesale Corporation (COST) 0.6 $3.7M 6.5k 564.96
Automatic Data Processing (ADP) 0.6 $3.7M 15k 240.58
Valero Energy Corporation (VLO) 0.6 $3.7M 26k 141.71
McKesson Corporation (MCK) 0.6 $3.6M 8.4k 434.85
Steris Plc F Shs Usd (STE) 0.6 $3.6M 17k 219.42
Pure Storage Inc Class A Cl A (PSTG) 0.6 $3.6M 101k 35.62
Astrazeneca Plc F Sponsored Adr 1 Adr Reps 0.5 Ord Sponsored Adr (AZN) 0.6 $3.6M 53k 67.72
Volvo Ab (VLVLY) 0.6 $3.6M 174k 20.53
AmerisourceBergen (COR) 0.6 $3.6M 20k 179.97
Waste Management (WM) 0.6 $3.5M 23k 152.44
Prestige Estates Projects Inr 10.0 0.6 $3.5M 483k 7.26
Ciena Corp Com New (CIEN) 0.6 $3.5M 74k 47.26
Lockheed Martin Corporation (LMT) 0.6 $3.4M 8.4k 408.96
Analog Devices (ADI) 0.6 $3.4M 19k 175.09
Zomato Ltd Inr 1.0 0.6 $3.4M 2.7M 1.22
Reliance Industries Ltd sn 0.6 $3.3M 118k 28.21
Abbott Laboratories (ABT) 0.6 $3.3M 34k 96.85
Anthem (ELV) 0.6 $3.3M 7.6k 435.42
Diamondback Energy (FANG) 0.6 $3.3M 21k 154.88
Zebra Technologies Class A Cl A (ZBRA) 0.6 $3.3M 14k 236.53
Global Payments (GPN) 0.6 $3.3M 29k 115.39
Air Lease Corp Class A Cl A (AL) 0.6 $3.3M 83k 39.41
Kirby Corporation (KEX) 0.6 $3.3M 40k 82.80
Lyondellbasell Inds F Class A Shsa (LYB) 0.6 $3.3M 34k 94.70
A. O. Smith Corporation (AOS) 0.6 $3.2M 49k 66.13
Blue Owl Cap Inc Class A Com Cl A (OWL) 0.5 $3.2M 248k 12.96
Carlyle Group (CG) 0.5 $3.2M 106k 30.16
Prologis (PLD) 0.5 $3.2M 28k 112.21
SYSCO Corporation (SYY) 0.5 $3.1M 48k 66.05
Union Pacific Corporation (UNP) 0.5 $3.1M 15k 203.63
Timken Company (TKR) 0.5 $2.9M 40k 73.49
EnerSys (ENS) 0.5 $2.9M 31k 94.67
Charles Schwab Corporation (SCHW) 0.5 $2.9M 53k 54.90
Magna Intl Inc cl a (MGA) 0.5 $2.9M 54k 53.61
Textron (TXT) 0.5 $2.8M 36k 78.14
Boyd Gaming Corporation (BYD) 0.5 $2.8M 46k 60.83
Applied Materials (AMAT) 0.5 $2.8M 20k 138.45
L3harris Technologies (LHX) 0.5 $2.8M 16k 174.12
Harmonic (HLIT) 0.5 $2.8M 289k 9.63
Nexgen Energy (NXE) 0.5 $2.8M 461k 5.97
Qualcomm (QCOM) 0.5 $2.7M 25k 111.06
Agilent Technologies Inc C ommon (A) 0.5 $2.7M 25k 111.82
NVIDIA Corporation (NVDA) 0.5 $2.7M 6.3k 434.99
United Parcel Srvc Class B CL B (UPS) 0.5 $2.7M 17k 155.87
Verint Systems (VRNT) 0.5 $2.7M 116k 22.99
Stifel Financial (SF) 0.4 $2.6M 43k 61.44
Propetro Hldg (PUMP) 0.4 $2.6M 244k 10.63
Dow (DOW) 0.4 $2.6M 50k 51.56
Rh (RH) 0.4 $2.5M 9.4k 264.36
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.4 $2.4M 6.2k 392.67
Select Water Solutions I Class A Cl A Com (WTTR) 0.4 $2.4M 302k 7.95
Camden Property Tr Reit Sh Ben Int (CPT) 0.4 $2.2M 24k 94.58
Target Corporation (TGT) 0.4 $2.2M 20k 110.57
Devon Energy Corporation (DVN) 0.4 $2.2M 45k 47.70
BorgWarner (BWA) 0.3 $2.0M 51k 40.37
Sis Ltd Inr 5.0 0.3 $2.0M 393k 5.19
SYNNEX Corporation (SNX) 0.3 $2.0M 20k 99.86
Patterson-UTI Energy (PTEN) 0.3 $2.0M 141k 13.84
Travelsky Technology Ltd for (TSYHF) 0.3 $2.0M 1.1M 1.73
Hcl Technologies Ltd Inr 2.0 0.3 $1.8M 124k 14.95
Regional Sab De Cv (RGNLF) 0.3 $1.8M 249k 7.20
Samsung Electronics Co Ltd Ord (SSNLF) 0.3 $1.8M 35k 50.80
Krishna Institute Of Inr 10.0 144a 0.3 $1.7M 73k 23.83
Shandong Sinocera Functiona Cny 1.0 0.3 $1.7M 455k 3.74
Baidu Inc Usd 0.000001 (BAIDF) 0.3 $1.7M 99k 17.03
Joinn Laboratories Chi Cny 1.0 144a 0.3 $1.6M 925k 1.77
Timken India Ltd Inr 10.0 0.3 $1.6M 42k 37.30
Quess Corp Ltd Inr 10.0 144a 0.3 $1.6M 310k 5.03
Sbi Life Insurance Co Inr 10.0 144a 0.3 $1.5M 98k 15.76
City Union Bank Ltd Inr 1.0 0.3 $1.5M 1.0M 1.53
Ovctek China Inc Cny 1.0 0.3 $1.5M 420k 3.52
Hubspot (HUBS) 0.2 $1.4M 2.8k 492.50
Sk Hynix Inc Krw 5000.0 (HXSCF) 0.2 $1.3M 15k 85.04
Shanghai International Airp Cny 1.0 0.2 $1.2M 240k 5.19
Chailease Holding Co Ltd Twd 10.0 0.2 $1.2M 222k 5.61
Chacha Food Co Ltd Cny 1.0 0.2 $1.2M 277k 4.48
Hefei Meiya Optoelectronic Cny 1.0 0.2 $1.2M 411k 2.87
Dynatrace Com New (DT) 0.2 $1.2M 25k 46.73
Docebo (DCBO) 0.2 $1.1M 28k 40.52
Alkem Laboratories Ltd Inr 2.0 0.2 $1.1M 26k 43.55
Sprinklr Inc Class A Cl A (CXM) 0.2 $1.1M 81k 13.84
Broadcom (AVGO) 0.2 $1.1M 1.3k 830.58
Hong Kong Exch New Ord F (HKXCF) 0.2 $1.0M 27k 37.36
Ncino (NCNO) 0.2 $990k 31k 31.80
Naga (NGCRF) 0.2 $983k 2.0M 0.48
Jio Financial Services Ltd Inr 10.0 0.2 $973k 350k 2.78
Braze Inc Class A Com Cl A (BRZE) 0.2 $943k 20k 46.73
Dragon Cap Etf Dcvfmvn Diamond 0.2 $930k 850k 1.09
Amplitude Inc Class A Com Cl A (AMPL) 0.2 $927k 80k 11.57
Hugel Inc Krw 500.0 0.2 $926k 10k 92.63
Shenzhen Sunlord Electronic Cny 1.0 0.2 $921k 234k 3.94
Synopsys (SNPS) 0.2 $913k 2.0k 458.97
Realty Income (O) 0.2 $913k 18k 49.94
Chularat Hospital Pcl Thb 0.1 0.2 $895k 10M 0.09
Hainan Meilan International Cny 1.0 (HMCTF) 0.1 $827k 900k 0.92
Syarikat Takaful Malaysia K Myr 0.2 0.1 $802k 1.1M 0.74
Life Insurance Corp Of Ind Inr 10.0 0.1 $783k 100k 7.83
Aspeed Technology Inc Twd 10.0 0.1 $771k 9.0k 85.66
International Paper Company (IP) 0.1 $760k 21k 35.47
Bank Btpn Syariah Tbk Pt Idr 100.0 0.1 $740k 6.0M 0.12
Dassault Systemes (DASTY) 0.1 $723k 20k 37.18
Indofood Cbp Sukse (PNDFF) 0.1 $717k 1.0M 0.72
Cs Disco (LAW) 0.1 $709k 107k 6.64
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.1 $709k 5.4k 130.86
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF) 0.1 $706k 2.7k 265.99
Clear Secure Com Cl A (YOU) 0.1 $700k 37k 19.04
Koh Young Technology Inc Krw 500.0 0.1 $694k 76k 9.17
WNS 0.1 $685k 10k 68.46
Jamf Hldg Corp (JAMF) 0.1 $637k 36k 17.66
Weichai Power Co Ltd Cny 1.0 (WEICF) 0.1 $633k 465k 1.36
Akr Corporindo Tbk Pt Idr 20.0 (PKCPF) 0.1 $600k 6.0M 0.10
Intuit (INTU) 0.1 $588k 1.2k 510.94
JPMorgan Chase & Co. (JPM) 0.1 $580k 4.0k 145.02
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 0.1 $573k 3.8k 151.82
Procter & Gamble Company (PG) 0.1 $573k 3.9k 145.86
Msci (MSCI) 0.1 $549k 1.1k 513.08
Sunny Friend Environmental Twd 10.0 0.1 $545k 155k 3.52
Regions Financial Corporation (RF) 0.1 $537k 31k 17.20
1/100 Berkshire Htwy Cl A (BRK.A) 0.1 $532k 100.00 5314.77
L'occitane International Sa (LCCTF) 0.1 $530k 178k 2.99
Coca-Cola Company (KO) 0.1 $519k 9.3k 55.98
Douzone Bizon Co Ltd Krw 500.0 0.1 $496k 23k 21.53
CVS Caremark Corporation (CVS) 0.1 $477k 6.8k 69.82
Anjoy Foods Group Co Ltd Cny 1.0 0.1 $475k 28k 16.98
Samsung Sds Co Ltd Krw 500.0 0.1 $472k 4.7k 100.41
Hershey Company (HSY) 0.1 $432k 2.2k 200.08
Pepsi (PEP) 0.1 $421k 2.5k 169.44
Meta Platforms Inc Class A Cl A (META) 0.1 $421k 1.4k 300.21
Haier Smart Home Company Limited Bearer 06690 (HRSHF) 0.1 $398k 126k 3.15
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH) 0.1 $384k 1.5k 249.35
Bank of America Corporation (BAC) 0.1 $383k 14k 27.38
McDonald's Corporation (MCD) 0.1 $368k 1.4k 263.44
Cisco Systems (CSCO) 0.1 $365k 6.8k 53.76
Pfizer (PFE) 0.1 $361k 11k 33.17
Merck & Co (MRK) 0.1 $356k 3.5k 102.95
Blackstone Com Cl A (BX) 0.1 $347k 3.2k 107.14
Mondelez Intl Class A Cl A (MDLZ) 0.1 $342k 4.9k 69.40
Technology Select Sector Spdr Etf Nyse Tech Etf (XNTK) 0.1 $341k 2.1k 163.89
Airports Corp Of Vietna Vnd 10000.0 0.1 $339k 110k 3.08
Bristol Myers Squibb (BMY) 0.1 $336k 5.8k 58.04
Oracle Corporation (ORCL) 0.1 $335k 3.2k 105.92
Texas Instruments Incorporated (TXN) 0.1 $330k 2.1k 159.01
Wal-Mart Stores (WMT) 0.1 $315k 2.0k 159.93
Accenture Plc F Class A Shs Class A (ACN) 0.1 $313k 1.0k 307.11
China Lesso Group Holdings sn 0.1 $309k 581k 0.53
Abbvie (ABBV) 0.1 $309k 2.1k 149.06
Enterprise Products Partners (EPD) 0.1 $307k 11k 27.37
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA) 0.1 $299k 6.8k 43.72
Johnson & Johnson (JNJ) 0.1 $297k 1.9k 155.75
Classys Inc Krw 100.0 0.0 $282k 10k 28.05
Vgrd Itc Etf Dv Intermed Term (BIV) 0.0 $281k 3.7k 75.97
Global-e Online Ltd F SHS (GLBE) 0.0 $275k 6.9k 39.74
Amgen (AMGN) 0.0 $251k 935.00 268.76
Ishares 3-7 Year Treasury Bond Etf 3 7 Yr Treas Bd (IEI) 0.0 $248k 2.2k 113.15
Lg Household And Health Care Cum P (LGHMF) 0.0 $246k 1.9k 129.32
Becton, Dickinson and (BDX) 0.0 $245k 947.00 258.53
Danaher Corporation (DHR) 0.0 $242k 974.00 248.10
Thermo Fisher Scientific (TMO) 0.0 $238k 470.00 506.17
Expensify Inc Class A Com Cl A (EXFY) 0.0 $232k 71k 3.25
Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 0.0 $226k 1.1k 212.41
Monday Com Ltd F SHS (MNDY) 0.0 $224k 1.4k 159.22
Cigna Corp (CI) 0.0 $223k 779.00 286.07
Adobe Systems Incorporated (ADBE) 0.0 $220k 432.00 509.90
Republic Services (RSG) 0.0 $216k 1.5k 142.51
General Dynamics Corporation (GD) 0.0 $214k 967.00 220.97
Shopify Inc F Class A Cl A (SHOP) 0.0 $214k 3.9k 54.57
Corning Incorporated (GLW) 0.0 $213k 7.0k 30.47
Nhn Kcp Corp Krw 500.0 0.0 $211k 35k 6.06
Medtronic Plc F SHS (MDT) 0.0 $208k 2.7k 78.36
Stryker Corporation (SYK) 0.0 $206k 754.00 273.27
Pinterest Inc Class A Cl A (PINS) 0.0 $205k 7.6k 27.03
Constellation Brand Class A Cl A (STZ) 0.0 $204k 812.00 251.33
Roper Industries (ROP) 0.0 $204k 421.00 484.28
Enbridge (ENB) 0.0 $200k 6.0k 33.54
Eagle Pharmaceuticals (EGRX) 0.0 $189k 12k 15.77
Medical Properties Trust (MPW) 0.0 $82k 15k 5.45
Denison Mines Corp (DNN) 0.0 $26k 15k 1.65
Western Uranium & Vana F (WSTRF) 0.0 $20k 19k 1.10