Stanley-Laman

Stanley-Laman Group as of Dec. 31, 2023

Portfolio Holdings for Stanley-Laman Group

Stanley-Laman Group holds 233 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 2.0 $13M 36k 376.04
Gambling Com Group Ltd F Ordinary Shares (GAMB) 2.0 $13M 1.3M 9.75
Sprinklr Inc Class A Cl A (CXM) 1.9 $13M 1.0M 12.04
Cameco Corporation (CCJ) 1.8 $12M 281k 43.10
Inspire Med Sys (INSP) 1.6 $10M 51k 203.43
Hashicorp Inc Class A Com Cl A (HCP) 1.5 $9.9M 418k 23.64
Linde 1.4 $9.5M 23k 410.71
Sentinelone Inc Class A Cl A (S) 1.4 $9.2M 334k 27.44
Shockwave Med 1.4 $9.0M 48k 190.56
Schrodinger (SDGR) 1.4 $8.9M 248k 35.80
EXACT Sciences Corporation (EXAS) 1.3 $8.8M 119k 73.98
Blackline (BL) 1.3 $8.8M 140k 62.44
Uipath Inc Class A Cl A (PATH) 1.3 $8.3M 336k 24.84
Smartsheet Inc Class A Com Cl A (SMAR) 1.3 $8.3M 173k 47.82
Jfrog Ltd F Ord Shs (FROG) 1.2 $8.1M 235k 34.61
Bill Com Holdings Ord (BILL) 1.2 $8.1M 99k 81.59
Appian Corp 00500 Class A Cl A (APPN) 1.2 $8.0M 211k 37.66
Monday Com Ltd F SHS (MNDY) 1.2 $7.9M 42k 187.81
Zscaler Incorporated (ZS) 1.1 $7.5M 34k 221.56
Zoominfo Technologies In Common Stock (ZI) 1.1 $7.5M 407k 18.49
Apple (AAPL) 1.1 $7.5M 39k 192.53
Paycom Software (PAYC) 1.1 $7.5M 36k 206.72
Okta Inc Class A Cl A (OKTA) 1.1 $7.4M 82k 90.53
Five9 (FIVN) 1.1 $7.1M 91k 78.69
Pagerduty (PD) 1.1 $7.0M 303k 23.15
Eli Lilly & Co. (LLY) 1.1 $6.9M 12k 582.92
Paylocity Holding Corporation (PCTY) 1.0 $6.6M 40k 164.85
Prestige Estates Projects Inr 10.0 1.0 $6.4M 451k 14.17
Asana Inc Class A Cl A (ASAN) 1.0 $6.3M 332k 19.01
Boeing Company (BA) 0.9 $6.1M 24k 260.66
Cyient Ltd Inr 5.0 0.9 $6.0M 220k 27.41
Raytheon Technologies Corp (RTX) 0.9 $6.0M 71k 84.14
Booking Holdings (BKNG) 0.9 $5.7M 1.6k 3547.22
Fluor Corporation (FLR) 0.8 $5.5M 140k 39.17
Larsen And Toubro Ltd Inr 2.0 0.8 $5.3M 125k 42.30
Parker-Hannifin Corporation (PH) 0.8 $5.1M 11k 460.70
Bharat Electronics Ltd Inr 1.0 0.8 $5.1M 2.3M 2.21
Hdfc Bank 0.8 $5.0M 245k 20.54
Info Edge India Ltd Inr 10.0 0.8 $5.0M 81k 61.73
Take-Two Interactive Software (TTWO) 0.8 $5.0M 31k 160.95
Entergy Corporation (ETR) 0.7 $4.9M 48k 101.19
Mastercard Inc Class A Cl A (MA) 0.7 $4.8M 11k 426.51
Honeywell International (HON) 0.7 $4.8M 23k 209.71
Ptc (PTC) 0.7 $4.5M 26k 174.96
Costco Wholesale Corporation (COST) 0.7 $4.4M 6.7k 660.08
Snap-on Incorporated (SNA) 0.7 $4.4M 15k 288.84
Nxp Semiconductors N V (NXPI) 0.7 $4.3M 19k 229.68
Abbott Laboratories (ABT) 0.6 $4.2M 38k 110.07
Waste Management (WM) 0.6 $4.1M 23k 179.10
Zomato Ltd Inr 1.0 0.6 $4.1M 2.7M 1.49
Aar (AIR) 0.6 $4.1M 65k 62.40
Carlyle Group (CG) 0.6 $4.0M 99k 40.69
Astrazeneca Plc F Sponsored Adr 1 Adr Reps 0.5 Ord Sponsored Adr (AZN) 0.6 $4.0M 59k 67.35
A. O. Smith Corporation (AOS) 0.6 $4.0M 48k 82.44
AmerisourceBergen (COR) 0.6 $4.0M 19k 205.38
UnitedHealth (UNH) 0.6 $4.0M 7.5k 526.47
TJX Companies (TJX) 0.6 $3.9M 42k 93.81
McKesson Corporation (MCK) 0.6 $3.9M 8.4k 462.98
Archer Daniels Midland Company (ADM) 0.6 $3.9M 53k 72.22
Confluent Inc Class A Class A Com (CFLT) 0.6 $3.8M 164k 23.40
Global Payments (GPN) 0.6 $3.8M 30k 127.00
Lockheed Martin Corporation (LMT) 0.6 $3.8M 8.4k 453.24
Chevron Corporation (CVX) 0.6 $3.8M 25k 149.16
Prologis (PLD) 0.6 $3.7M 28k 133.30
Union Pacific Corporation (UNP) 0.6 $3.7M 15k 245.62
Blue Owl Cap Inc Class A Com Cl A (OWL) 0.6 $3.7M 248k 14.90
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.6 $3.7M 59k 62.00
Analog Devices (ADI) 0.6 $3.7M 19k 198.56
Reliance Industries Ltd sn 0.6 $3.7M 118k 31.06
L3harris Technologies (LHX) 0.6 $3.7M 17k 210.62
Harmonic (HLIT) 0.6 $3.7M 280k 13.04
EnerSys (ENS) 0.5 $3.6M 35k 100.96
Pure Storage Inc Class A Cl A (PSTG) 0.5 $3.6M 100k 35.66
Charles Schwab Corporation (SCHW) 0.5 $3.6M 52k 68.80
Anthem (ELV) 0.5 $3.5M 7.5k 471.56
Asml Holding N V F Sponsored Adr 1 Adr Reps 1 Ord N Y Registry Shs (ASML) 0.5 $3.5M 4.7k 756.92
Qualcomm (QCOM) 0.5 $3.5M 24k 144.63
Steris Plc F Shs Usd (STE) 0.5 $3.5M 16k 219.85
SYSCO Corporation (SYY) 0.5 $3.4M 47k 73.13
Ciena Corp Com New (CIEN) 0.5 $3.4M 76k 45.01
Schlumberger Ltd F Com Stk (SLB) 0.5 $3.4M 65k 52.04
Valero Energy Corporation (VLO) 0.5 $3.4M 26k 130.00
Automatic Data Processing (ADP) 0.5 $3.3M 14k 232.97
Air Lease Corp Class A Cl A (AL) 0.5 $3.3M 79k 41.94
Matrix Service Company (MTRX) 0.5 $3.3M 336k 9.78
Diamondback Energy (FANG) 0.5 $3.3M 21k 155.08
Championx Corp (CHX) 0.5 $3.2M 111k 29.21
Lyondellbasell Inds F Class A Shsa (LYB) 0.5 $3.2M 34k 95.08
TETRA Technologies (TTI) 0.5 $3.2M 705k 4.52
Applied Materials (AMAT) 0.5 $3.2M 20k 162.07
Magna Intl Inc cl a (MGA) 0.5 $3.1M 53k 59.08
Nexgen Energy (NXE) 0.5 $3.1M 444k 7.00
Verint Systems (VRNT) 0.5 $3.0M 113k 27.03
Civitas Res Com New (CIVI) 0.5 $3.0M 44k 68.38
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.5 $3.0M 6.1k 489.99
Kirby Corporation (KEX) 0.5 $3.0M 38k 78.48
Stifel Financial (SF) 0.5 $3.0M 43k 69.15
Callon Petroleum 0.4 $2.9M 90k 32.40
Gxo Logistics Common Stock (GXO) 0.4 $2.8M 47k 61.16
Target Corporation (TGT) 0.4 $2.8M 20k 142.42
Boyd Gaming Corporation (BYD) 0.4 $2.8M 45k 62.61
Textron (TXT) 0.4 $2.8M 35k 80.42
Dow (DOW) 0.4 $2.7M 50k 54.84
United Parcel Srvc Class B CL B (UPS) 0.4 $2.7M 17k 157.23
Healthcare Services (HCSG) 0.4 $2.7M 261k 10.37
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.4 $2.7M 6.1k 436.79
NVIDIA Corporation (NVDA) 0.4 $2.5M 5.0k 495.22
Service Corporation International (SCI) 0.4 $2.5M 36k 68.45
Regional Sab De Cv (RGNLF) 0.4 $2.4M 249k 9.58
Select Water Solutions I Class A Cl A Com (WTTR) 0.3 $2.3M 302k 7.59
Travelsky Technology Ltd for (TSYHF) 0.3 $2.2M 1.3M 1.73
Glenmark Pharmaceuticals Lt Inr 1.0 0.3 $2.2M 210k 10.26
Sis Ltd Inr 5.0 0.3 $2.1M 393k 5.46
Samsung Electronics Co Ltd Ord (SSNLF) 0.3 $2.1M 35k 60.91
SYNNEX Corporation (SNX) 0.3 $2.1M 20k 107.61
Jio Financial Services Ltd Inr 10.0 0.3 $2.1M 750k 2.80
Propetro Hldg (PUMP) 0.3 $2.0M 237k 8.38
Quess Corp Ltd Inr 10.0 144a 0.3 $1.9M 310k 6.26
Patterson-UTI Energy (PTEN) 0.3 $1.8M 167k 10.80
Cae (CAE) 0.3 $1.8M 83k 21.59
City Union Bank Ltd Inr 1.0 0.3 $1.8M 1.0M 1.79
One 97 Communications Ltd Inr 1.0 0.3 $1.8M 233k 7.63
State Bank Of India Inr 1.0 0.3 $1.8M 230k 7.72
Krishna Institute Of Inr 10.0 144a 0.3 $1.7M 73k 23.82
JPMorgan Chase & Co. (JPM) 0.3 $1.7M 10k 170.10
Sbi Life Insurance Co Inr 10.0 144a 0.3 $1.7M 98k 17.21
Sk Hynix Inc Krw 5000.0 (HXSCF) 0.3 $1.6M 15k 109.91
Alkem Laboratories Ltd Inr 2.0 0.2 $1.6M 26k 62.48
Timken India Ltd Inr 10.0 0.2 $1.6M 42k 38.50
Pfizer (PFE) 0.2 $1.6M 56k 28.79
Joinn Laboratories Chi Cny 1.0 144a 0.2 $1.5M 925k 1.65
Shandong Sinocera Functiona Cny 1.0 0.2 $1.5M 455k 3.26
Broadcom (AVGO) 0.2 $1.5M 1.3k 1116.25
Hubspot (HUBS) 0.2 $1.5M 2.5k 580.54
Baidu Inc Usd 0.000001 (BAIDF) 0.2 $1.5M 99k 14.87
Amazon (AMZN) 0.2 $1.5M 9.7k 151.94
Chailease Holding Co Ltd Twd 10.0 0.2 $1.4M 222k 6.29
Ovctek China Inc Cny 1.0 0.2 $1.3M 420k 3.18
Dynatrace Com New (DT) 0.2 $1.2M 22k 54.69
Visa Inc Class A Com Cl A (V) 0.2 $1.2M 4.5k 260.35
Hugel Inc Krw 500.0 0.2 $1.2M 10k 116.00
Hefei Meiya Optoelectronic Cny 1.0 0.2 $1.1M 411k 2.77
Shanghai International Airp Cny 1.0 0.2 $1.1M 240k 4.62
Samsung Sdi Krw 0.2 $1.1M 3.0k 366.29
Realty Income (O) 0.2 $1.0M 18k 57.42
Braze Inc Class A Com Cl A (BRZE) 0.2 $1.0M 20k 53.13
Synopsys (SNPS) 0.2 $1.0M 2.0k 514.91
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.2 $1.0M 7.2k 139.69
Life Insurance Corp Of Ind Inr 10.0 0.2 $1.0M 100k 10.01
Koh Young Technology Inc Krw 500.0 0.1 $973k 76k 12.85
Amplitude Inc Class A Com Cl A (AMPL) 0.1 $962k 76k 12.72
Dassault Systemes (DASTY) 0.1 $954k 20k 49.02
Dragon Cap Etf Dcvfmvn Diamond 0.1 $926k 850k 1.09
Hong Kong Exch New Ord F (HKXCF) 0.1 $926k 27k 34.32
Chularat Hospital Pcl Thb 0.1 0.1 $920k 10M 0.09
Aspeed Technology Inc Twd 10.0 0.1 $915k 9.0k 101.66
Syarikat Takaful Malaysia K Myr 0.2 0.1 $872k 1.1M 0.81
Ncino (NCNO) 0.1 $871k 26k 33.63
Universal Robina Corp Php 1.0 (UVRBF) 0.1 $854k 400k 2.13
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF) 0.1 $804k 2.7k 303.17
Naga (NGCRF) 0.1 $801k 2.0M 0.39
Hainan Meilan International Cny 1.0 (HMCTF) 0.1 $799k 900k 0.89
International Paper Company (IP) 0.1 $775k 21k 36.15
Intuit (INTU) 0.1 $719k 1.2k 625.03
Clear Secure Com Cl A (YOU) 0.1 $709k 34k 20.65
Spdr S&p 500 Etf Tr Unit (SPY) 0.1 $708k 1.5k 475.31
Indofood Cbp Sukse (PNDFF) 0.1 $687k 1.0M 0.69
Bank Btpn Syariah Tbk Pt Idr 100.0 0.1 $659k 6.0M 0.11
WNS 0.1 $632k 10k 63.20
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 0.1 $627k 3.8k 165.25
Msci (MSCI) 0.1 $605k 1.1k 565.65
Regions Financial Corporation (RF) 0.1 $592k 31k 19.38
Ishares 20 Pls Year Treasury Bnd Etf 20 Yr Tr Bd Etf (ICE) 0.1 $591k 6.0k 98.88
Procter & Gamble Company (PG) 0.1 $589k 4.0k 146.54
Sunny Friend Environmental Twd 10.0 0.1 $581k 155k 3.75
Akr Corporindo Tbk Pt Idr 20.0 (PKCPF) 0.1 $575k 6.0M 0.10
Coca-Cola Company (KO) 0.1 $556k 9.4k 58.93
1/100 Berkshire Htwy Cl A (BRK.A) 0.1 $543k 100.00 5426.25
CVS Caremark Corporation (CVS) 0.1 $540k 6.8k 78.96
Douzone Bizon Co Ltd Krw 500.0 0.1 $519k 23k 22.54
L'occitane International Sa (LCCTF) 0.1 $507k 178k 2.86
Sempra Energy (SRE) 0.1 $475k 6.4k 74.73
Bank of America Corporation (BAC) 0.1 $471k 14k 33.67
Meta Platforms Inc Class A Cl A (META) 0.1 $469k 1.3k 353.96
Duke Energy Corp Com New (DUK) 0.1 $469k 4.8k 97.04
Bank of New York Mellon Corporation (BK) 0.1 $462k 8.9k 52.05
Hershey Company (HSY) 0.1 $436k 2.3k 186.44
Blackstone Com Cl A (BX) 0.1 $424k 3.2k 130.92
Pepsi (PEP) 0.1 $416k 2.5k 169.84
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH) 0.1 $416k 1.5k 277.24
Anjoy Foods Group Co Ltd Cny 1.0 0.1 $413k 28k 14.75
McDonald's Corporation (MCD) 0.1 $410k 1.4k 296.51
Merck & Co (MRK) 0.1 $401k 3.7k 109.02
Technology Select Sector Spdr Etf Nyse Tech Etf (XNTK) 0.1 $400k 2.1k 192.46
Chacha Food Co Ltd Cny 1.0 0.1 $393k 80k 4.91
Nextera Energy (NEE) 0.1 $387k 6.4k 60.74
Netflix (NFLX) 0.1 $373k 767.00 486.88
Haier Smart Home Company Limited Bearer 06690 (HRSHF) 0.1 $357k 126k 2.82
Gsk Plc Adr F Sponsored Adr 1 Adr Reps 2 Ord Sponsored Adr (GSK) 0.1 $355k 9.6k 37.06
Accenture Plc F Class A Shs Class A (ACN) 0.1 $330k 939.00 350.91
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA) 0.1 $329k 6.9k 47.90
Abbvie (ABBV) 0.0 $321k 2.1k 154.97
Bristol Myers Squibb (BMY) 0.0 $313k 6.1k 51.31
Home Depot (HD) 0.0 $306k 882.00 346.55
China Lesso Group Holdings sn 0.0 $304k 581k 0.52
Nasdaq Omx (NDAQ) 0.0 $300k 5.2k 58.14
Airports Corp Of Vietna Vnd 10000.0 0.0 $299k 110k 2.72
Enterprise Products Partners (EPD) 0.0 $295k 11k 26.35
American Electric Power Company (AEP) 0.0 $284k 3.5k 81.22
Nhn Kcp Corp Krw 500.0 0.0 $278k 35k 7.98
Vanguard Scottsdale Fds Intermediate-term Corp Bnd Idx Fd Etf Intermed Term (BIV) 0.0 $276k 3.4k 81.28
Johnson & Johnson (JNJ) 0.0 $272k 1.7k 156.74
Advanced Micro Devices (AMD) 0.0 $263k 1.8k 147.41
Adobe Systems Incorporated (ADBE) 0.0 $258k 432.00 596.60
Ishares 3-7 Year Treasury Bond Etf 3 7 Yr Treas Bd (IEI) 0.0 $256k 2.2k 117.12
Lg Household And Health Care Cum P (LGHMF) 0.0 $233k 1.9k 122.49
General Dynamics Corporation (GD) 0.0 $229k 880.00 259.67
Moody's Corporation (MCO) 0.0 $228k 584.00 390.56
Republic Services (RSG) 0.0 $225k 1.4k 164.91
CSX Corporation (CSX) 0.0 $224k 6.5k 34.67
Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 0.0 $221k 933.00 237.22
Southern Company (SO) 0.0 $219k 3.1k 70.12
Univest Corp. of PA (UVSP) 0.0 $218k 9.9k 22.03
Stryker Corporation (SYK) 0.0 $215k 719.00 299.46
Enbridge (ENB) 0.0 $215k 6.0k 36.02
Cintas Corporation (CTAS) 0.0 $215k 356.00 602.66
Medtronic Plc F SHS (MDT) 0.0 $214k 2.6k 82.38
Amphenol Corp Class A Cl A (APH) 0.0 $209k 2.1k 99.13
Shenzhen Sunlord Electronic Cny 1.0 0.0 $165k 43k 3.81
Eagle Pharmaceuticals (EGRX) 0.0 $63k 12k 5.23
Cosmo First Limited Inr 10.0 0.0 $42k 5.7k 7.33
Denison Mines Corp (DNN) 0.0 $27k 15k 1.77
Western Uranium & Vana F (WSTRF) 0.0 $24k 19k 1.25