Stanley-Laman

Stanley-Laman Group as of June 30, 2025

Portfolio Holdings for Stanley-Laman Group

Stanley-Laman Group holds 283 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 2.1 $14M 29k 497.41
Cameco Corporation (CCJ) 1.9 $13M 177k 74.23
Raytheon Technologies Corp (RTX) 1.4 $9.4M 65k 146.02
Linde 1.4 $9.3M 20k 469.17
Entergy Corporation (ETR) 1.2 $7.8M 94k 83.12
Apple (AAPL) 1.1 $7.4M 36k 205.17
Freshworks Inc Class A Class A Com (FRSH) 1.1 $7.4M 496k 14.91
Datadog Inc Class A Cl A Com (DDOG) 1.1 $7.4M 55k 134.33
Ambarella Inc F SHS (AMBA) 1.1 $7.3M 111k 66.06
Amazon (AMZN) 1.1 $7.2M 33k 219.39
Mongodb Inc Class A Cl A (MDB) 1.0 $6.8M 32k 209.99
Zomato Ltd Inr 1.0 1.0 $6.7M 2.2M 3.08
Prestige Estates Projects Inr 10.0 1.0 $6.7M 346k 19.33
Rambus (RMBS) 1.0 $6.6M 103k 64.02
Intuit (INTU) 1.0 $6.5M 8.3k 787.63
Dynatrace Com New (DT) 1.0 $6.5M 118k 55.21
Bharat Electronics Ltd Inr 1.0 1.0 $6.5M 1.3M 4.91
Atlassian Corp Class A Cl A (TEAM) 0.9 $6.4M 31k 203.09
Sentinelone Inc Class A Cl A (S) 0.9 $6.4M 348k 18.28
Twilio Inc Class A Cl A (TWLO) 0.9 $6.1M 49k 124.36
Tenable Hldgs (TENB) 0.9 $6.1M 179k 33.78
Alphabet Inc Class A Cap Stk Cl A (GOOGL) 0.9 $6.0M 34k 176.23
NVIDIA Corporation (NVDA) 0.9 $6.0M 38k 157.99
Elastic N V F Ord Shs (ESTC) 0.9 $6.0M 71k 84.33
Ciena Corp Com New (CIEN) 0.9 $5.9M 73k 81.33
Appfolio Inc Class A Com Cl A (APPF) 0.9 $5.9M 26k 230.28
Snowflake Inc Class A Cl A (SNOW) 0.9 $5.8M 26k 223.77
Hdfc Bank 0.8 $5.7M 245k 23.33
Teradyne (TER) 0.8 $5.6M 62k 89.92
Confluent Inc Class A Class A Com (CFLT) 0.8 $5.5M 221k 24.93
Onto Innovation (ONTO) 0.8 $5.4M 54k 100.93
Cae (CAE) 0.8 $5.4M 185k 29.27
Hubspot (HUBS) 0.8 $5.4M 9.7k 556.63
Neurocrine Biosciences (NBIX) 0.8 $5.3M 43k 125.69
Take-Two Interactive Software (TTWO) 0.8 $5.3M 22k 242.85
Parker-Hannifin Corporation (PH) 0.8 $5.1M 7.4k 698.50
Mastercard Inc Class A Cl A (MA) 0.8 $5.1M 9.1k 561.95
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.8 $5.1M 9.0k 568.04
Jabil Circuit (JBL) 0.7 $5.0M 23k 218.10
Valaris Ltd F Cl A (VAL) 0.7 $5.0M 118k 42.11
Boeing Company (BA) 0.7 $4.9M 24k 209.53
Gxo Logistics Common Stock (GXO) 0.7 $4.9M 100k 48.70
Air Lease Corp Class A Cl A (AL) 0.7 $4.8M 82k 58.49
Klaviyo Com Ser A (KVYO) 0.7 $4.8M 143k 33.58
Info Edge India Ltd Inr 2.0 0.7 $4.8M 277k 17.34
Aar (AIR) 0.7 $4.7M 69k 68.79
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.7 $4.7M 58k 81.86
Waste Management (WM) 0.7 $4.7M 21k 228.82
Costco Wholesale Corporation (COST) 0.7 $4.6M 4.7k 989.96
CVS Caremark Corporation (CVS) 0.7 $4.6M 67k 68.98
OSI Systems (OSIS) 0.7 $4.6M 21k 224.86
Fluor Corporation (FLR) 0.7 $4.6M 90k 51.27
Ccc Intelligent Solutions Holdings (CCC) 0.7 $4.6M 489k 9.41
Liveramp Holdings (RAMP) 0.7 $4.5M 136k 33.04
Nutanix Inc Class A Cl A (NTNX) 0.7 $4.5M 58k 76.44
TETRA Technologies (TTI) 0.6 $4.3M 1.3M 3.36
Appian Corp Class A Cl A (APPN) 0.6 $4.3M 144k 29.86
AmerisourceBergen (COR) 0.6 $4.3M 14k 299.86
Larsen And Toubro Ltd Inr 2.0 0.6 $4.3M 100k 42.79
Okta Inc Class A Cl A (OKTA) 0.6 $4.3M 43k 99.97
Carlyle Group (CG) 0.6 $4.2M 81k 51.40
Honeywell International (HON) 0.6 $4.2M 18k 232.88
Reliance Industries Ltd sn 0.6 $4.1M 236k 17.50
McKesson Corporation (MCK) 0.6 $4.1M 5.6k 732.79
Bruker Corporation (BRKR) 0.6 $4.1M 100k 41.20
Energy Fuels (UUUU) 0.6 $4.1M 714k 5.75
Healthcare Services (HCSG) 0.6 $4.1M 273k 15.03
Broadcom (AVGO) 0.6 $4.1M 15k 275.65
Ptc (PTC) 0.6 $4.1M 24k 172.34
L3harris Technologies (LHX) 0.6 $4.1M 16k 250.84
Automatic Data Processing (ADP) 0.6 $4.1M 13k 308.39
Hartford Financial Services (HIG) 0.6 $4.1M 32k 126.87
Archer Daniels Midland Company (ADM) 0.6 $4.0M 75k 52.78
Nxp Semiconductors N V (NXPI) 0.6 $3.9M 18k 218.49
Marvell Technology (MRVL) 0.6 $3.9M 51k 77.40
SPS Commerce (SPSC) 0.6 $3.9M 29k 136.09
Aon Plc F Class A Shs Cl A (AON) 0.6 $3.9M 11k 356.76
Asml Hldg N V F Sponsored Adr 1 Adr Reps 1 Ord N Y Registry Shs (ASML) 0.6 $3.9M 4.8k 801.39
Kirby Corporation (KEX) 0.6 $3.9M 34k 113.41
Interactive Brokers Grou Class A Com Cl A (IBKR) 0.6 $3.8M 69k 55.41
Gsk Plc Adr F Sponsored Adr 1 Adr Reps 2 Ord Sponsored Adr (GSK) 0.6 $3.8M 98k 38.40
Pure Storage Inc Class A Cl A (PSTG) 0.5 $3.7M 65k 57.58
Weatherford Intl Plc F Ord Shs (WFRD) 0.5 $3.6M 72k 50.31
Astrazeneca Plc F Sponsored Adr 1 Adr Reps 0.5 Ord Sponsored Adr 0.5 $3.6M 51k 69.88
Lockheed Martin Corporation (LMT) 0.5 $3.6M 7.7k 463.12
SYSCO Corporation (SYY) 0.5 $3.5M 46k 75.74
TJX Companies (TJX) 0.5 $3.5M 28k 123.49
SYNNEX Corporation (SNX) 0.5 $3.5M 26k 135.70
F.N.B. Corporation (FNB) 0.5 $3.4M 236k 14.58
Snap-on Incorporated (SNA) 0.5 $3.4M 11k 311.17
Amgen (AMGN) 0.5 $3.4M 12k 279.21
Stifel Financial (SF) 0.5 $3.4M 33k 103.78
Hanwha Aerospace Co Ltd Krw 5000.0 0.5 $3.3M 5.3k 628.33
Select Water Solutio A Class A Cl A Com (WTTR) 0.5 $3.3M 379k 8.64
Chevron Corporation (CVX) 0.5 $3.2M 23k 143.19
Anthem (ELV) 0.5 $3.2M 8.3k 388.98
Valero Energy Corporation (VLO) 0.5 $3.2M 24k 134.42
Nexgen Energy (NXE) 0.5 $3.1M 451k 6.94
Catalyst Pharmaceutical Partners (CPRX) 0.5 $3.1M 144k 21.70
Eli Lilly & Co. (LLY) 0.5 $3.1M 4.0k 779.55
Union Pacific Corporation (UNP) 0.5 $3.1M 13k 230.08
Propetro Hldg (PUMP) 0.4 $3.0M 507k 5.97
Knight-swift Transn Hldg Class A Cl A (KNX) 0.4 $3.0M 67k 44.23
Blue Owl Cap Inc Class A Com Cl A (OWL) 0.4 $3.0M 155k 19.21
Matrix Service Company (MTRX) 0.4 $3.0M 219k 13.51
Dlf Ltd Inr 2.0 0.4 $2.9M 300k 9.77
Hugel Inc Krw 500.0 0.4 $2.9M 10k 287.49
Cyient Ltd Inr 5.0 0.4 $2.9M 191k 15.03
Poongsan Corp Krw 5000.0 0.4 $2.9M 30k 95.36
Jio Financial Services Ltd Inr 10.0 0.4 $2.9M 750k 3.81
Service Corporation International (SCI) 0.4 $2.8M 35k 81.40
Schlumberger Ltd F Com Stk (SLB) 0.4 $2.8M 83k 33.80
Infosys Ltd Inr 5.0 0.4 $2.7M 145k 18.68
Diamondback Energy (FANG) 0.4 $2.7M 20k 137.40
Aspeed Technology Inc Twd 10.0 0.4 $2.6M 16k 162.43
Burlington Stores (BURL) 0.4 $2.6M 11k 232.64
A. O. Smith Corporation (AOS) 0.4 $2.6M 39k 65.57
City Union Bank Ltd Inr 1.0 0.4 $2.6M 1.0M 2.55
Timken India Ltd Inr 10.0 0.4 $2.5M 62k 40.70
United Parcel Svc Inc Class B CL B (UPS) 0.4 $2.4M 24k 100.94
Axis Bank 0.4 $2.4M 170k 13.98
ICICI Bank (IBN) 0.3 $2.4M 70k 33.64
Prologis (PLD) 0.3 $2.3M 22k 105.12
State Bank Of India Inr 1.0 0.3 $2.2M 230k 9.57
Textron (TXT) 0.3 $2.1M 27k 80.29
Fpt Corp Vnd 10000.0 0.3 $2.1M 470k 4.53
JPMorgan Chase & Co. (JPM) 0.3 $2.1M 7.2k 289.91
Target Corporation (TGT) 0.3 $2.0M 21k 98.65
Patterson-UTI Energy (PTEN) 0.3 $2.0M 341k 5.93
Huntington Bancshares Incorporated (HBAN) 0.3 $2.0M 120k 16.76
One 97 Communications Ltd Inr 1.0 0.3 $1.9M 180k 10.78
Regional Sab De Cv (RGNLF) 0.3 $1.9M 233k 8.21
Lyondellbasell Industr F Class A Shsa (LYB) 0.3 $1.8M 32k 57.86
Uipath Inc Class A Cl A (PATH) 0.3 $1.7M 133k 12.80
Sis Ltd Inr 5.0 0.3 $1.7M 393k 4.31
Krishna Institute Of M Inr 2.0 144a 0.3 $1.7M 215k 7.85
Realty Income (O) 0.2 $1.7M 29k 57.61
Ishares Inc msci india index (INDA) 0.2 $1.7M 30k 55.62
Samsung Electronics Co Ltd Ord (SSNLF) 0.2 $1.6M 35k 44.31
Icici Prudential Life Inr 10.0 144a 0.2 $1.5M 200k 7.66
Mobile World Investment Vnd 10000.0 0.2 $1.5M 600k 2.51
Syngene International Inr 10.0 144a 0.2 $1.5M 200k 7.45
Netflix (NFLX) 0.2 $1.4M 1.1k 1339.13
Meta Platforms Inc Class A Cl A (META) 0.2 $1.4M 1.9k 738.09
Cmc Corp/vietnam Vnd 10000.0 0.2 $1.4M 885k 1.58
Cosmo First Limited Inr 10.0 0.2 $1.4M 101k 13.64
Travelsky Technology Ltd for (TSYHF) 0.2 $1.3M 995k 1.34
Sk Hynix Inc Krw 5000.0 (HXSCF) 0.2 $1.3M 6.0k 216.36
Miniso Group Holding Lt Usd 0.00001 (MSOGF) 0.2 $1.3M 278k 4.54
Masan Group Corp Vnd 10000.0 0.2 $1.2M 400k 2.94
Life Insurance Corp Of Ind Inr 10.0 0.2 $1.1M 100k 11.35
Phoenix Mills Ltd/the Inr 2.0 0.2 $1.1M 60k 18.23
Quess Corp Ltd Inr 10.0 144a 0.2 $1.1M 310k 3.52
Hindustan Unilever Ltd Inr 1.0 0.2 $1.1M 40k 26.77
Synopsys (SNPS) 0.2 $1.0M 2.0k 512.68
Gemadept Corp Vnd 10000.0 0.1 $998k 450k 2.22
Chailease Holding Co Ltd Twd 10.0 0.1 $981k 227k 4.33
Makemytrip Limited Mauritius (MMYT) 0.1 $980k 10k 98.02
Chularat Hospital Pcl Thb 0.1 0.1 $978k 10M 0.10
Vietnam Joint Stock Com Vnd 10000.0 0.1 $963k 600k 1.60
Leeno Industrial Inc Krw 500.0 0.1 $943k 25k 37.71
Phu Nhuan Jewelry Jsc Vnd 10000.0 0.1 $933k 293k 3.18
Hangcha Group Co Ltd Cny 1.0 0.1 $929k 318k 2.92
My Eg Services Bhd 0.1 $902k 4.0M 0.23
Goto Gojek Tokopedia Tbk Pt Idr 1.0 (GTOFF) 0.1 $900k 250M 0.00
Syarikat Takaful Malaysia K Myr 0.2 0.1 $877k 1.1M 0.81
Honeywell Automation India Inr 10.0 0.1 $808k 1.8k 458.90
Nasdaq Omx (NDAQ) 0.1 $779k 8.7k 89.42
S&p Global (SPGI) 0.1 $772k 1.5k 527.29
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF) 0.1 $763k 1.8k 424.58
Ha Do Group Jsc Vnd 10000.0 0.1 $762k 786k 0.97
Berkshire Hathaway Inc D Class A Cl A (BRK.A) 0.1 $729k 1.00 728800.00
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH) 0.1 $726k 12k 62.02
Digitide Solutions Ltd Inr 10.0 0.1 $711k 310k 2.29
TNG INVESTMENT plus TRADIN VND 10000.0 0.1 $710k 895k 0.79
FORBES plus CO LTD INR 10.0 0.1 $708k 102k 6.95
Swiggy Ltd Inr 1.0 0.1 $700k 150k 4.67
American Express Company (AXP) 0.1 $649k 2.0k 318.98
Indofood Cbp Sukse (PNDFF) 0.1 $647k 1.0M 0.65
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA) 0.1 $643k 11k 57.01
American Electric Power Company (AEP) 0.1 $642k 6.2k 103.76
Universal Robina Corp Php 1.0 (UVRBF) 0.1 $636k 400k 1.59
Vietnam Dairy Products Vnd 10000.0 0.1 $622k 280k 2.22
Vinh Hoan Corp Vnd 10000.0 0.1 $617k 270k 2.29
Taiwan Semiconductor M F Sponsored Adr 1 Adr Reps 5 Ord Sponsored Adr (TSM) 0.1 $617k 2.7k 226.49
Msci (MSCI) 0.1 $610k 1.1k 576.74
Corning Incorporated (GLW) 0.1 $606k 12k 52.59
Military Commercial Joi Vnd 10000.0 0.1 $568k 575k 0.99
Petrovietnam Technical Vnd 10000.0 0.1 $567k 450k 1.26
Bank of New York Mellon Corporation (BK) 0.1 $565k 6.2k 91.11
Infosys Technologies (INFY) 0.1 $556k 30k 18.53
Amplitude Inc Class A Com Cl A (AMPL) 0.1 $542k 44k 12.40
Clear Secure Inc Class A Com Cl A (YOU) 0.1 $539k 19k 27.76
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 0.1 $504k 2.6k 194.20
Technology Select Sector Spdr Etf Nyse Tech Etf (XNTK) 0.1 $495k 2.0k 253.23
Bank Btpn Syariah Tbk Pt Idr 100.0 0.1 $486k 6.0M 0.08
Vag Itm-term Corporate Bond Etf Intermed Term (BIV) 0.1 $479k 5.8k 82.91
International Paper Company (IP) 0.1 $473k 10k 46.83
Hershey Company (HSY) 0.1 $462k 2.8k 165.95
McDonald's Corporation (MCD) 0.1 $459k 1.6k 292.17
Public Storage (PSA) 0.1 $458k 1.6k 293.42
Quang Ngai Sugar Jsc Vnd 10000.0 0.1 $454k 250k 1.81
Saigon Beer Alcohol Bev Vnd 10000.0 0.1 $450k 250k 1.80
Exelon Corporation (EXC) 0.1 $447k 10k 43.42
Ishares 3-7 Year Trery Bond Etf 3 7 Yr Treas Bd (IEI) 0.1 $444k 3.7k 119.10
International Business Machines (IBM) 0.1 $442k 1.5k 294.78
Akr Corporindo Tbk Pt Idr 20.0 (PKCPF) 0.1 $429k 6.0M 0.07
Oracle Corporation (ORCL) 0.1 $426k 1.9k 218.63
Ncino (NCNO) 0.1 $400k 14k 27.97
Sunny Friend Environmental Twd 10.0 0.1 $385k 155k 2.49
Ishares Short Treasury Bond Etf Short Treas Bd (SHV) 0.1 $374k 3.4k 110.41
Southern Company (SO) 0.1 $373k 4.1k 91.83
Abbott Laboratories (ABT) 0.1 $367k 2.7k 136.01
Coca-Cola Company (KO) 0.1 $365k 5.2k 70.75
Chubb (CB) 0.1 $358k 1.2k 289.72
Blackrock (BLK) 0.1 $357k 340.00 1049.25
Republic Services (RSG) 0.1 $353k 1.4k 246.61
Ishares 1-3 Year Treasry Bond Etf 1-3 Yr Treas Bd (SHY) 0.1 $346k 4.2k 82.86
Ishares 7-10 Year Trsury Bond Etf 7-10 Yr Trsy Bd (IEF) 0.1 $346k 3.6k 95.78
Docebo (DCBO) 0.1 $341k 12k 28.94
Procter & Gamble Company (PG) 0.1 $341k 2.1k 159.32
Duke Energy Corp Com New (DUK) 0.0 $335k 2.8k 118.00
Intuitive Surgical Com New (ISRG) 0.0 $334k 614.00 543.41
Nextera Energy (NEE) 0.0 $328k 4.7k 69.42
Verisk Analytics (VRSK) 0.0 $322k 1.0k 311.50
Applied Materials (AMAT) 0.0 $320k 1.8k 183.07
Stryker Corporation (SYK) 0.0 $317k 801.00 395.63
Medtronic Plc F SHS (MDT) 0.0 $316k 3.6k 87.17
Johnson & Johnson (JNJ) 0.0 $313k 2.0k 152.75
Marsh & McLennan Companies 0.0 $311k 1.4k 218.64
Pepsi (PEP) 0.0 $311k 2.4k 132.04
Ishares Core S&p 500 Etf Core S&p500 Etf 0.0 $309k 498.00 620.90
Zoetis Inc Class A Cl A (ZTS) 0.0 $308k 2.0k 155.95
J plus T GLOBAL EXPRESS LTD USD 0.000002 (JTGLF) 0.0 $302k 350k 0.86
Exxon Mobil Corporation (XOM) 0.0 $297k 2.8k 107.80
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $297k 668.00 445.20
Univest Corp. of PA (UVSP) 0.0 $297k 9.9k 30.04
Public Service Enterprise (PEG) 0.0 $297k 3.5k 84.18
Merck & Co (MRK) 0.0 $295k 3.7k 79.16
Keurig Dr Pepper (KDP) 0.0 $290k 8.8k 33.06
Ameren Corporation (AEE) 0.0 $285k 3.0k 96.04
Wec Energy Group (WEC) 0.0 $285k 2.7k 104.20
Abbvie (ABBV) 0.0 $283k 1.5k 185.62
Qualcomm (QCOM) 0.0 $283k 1.8k 159.26
Labcorp Hldgs Com Shs (LH) 0.0 $283k 1.1k 262.51
Nhn Kcp Corp Krw 500.0 0.0 $283k 35k 8.13
Xcel Energy (XEL) 0.0 $281k 4.1k 68.10
Spdr S&p 500 Etf Tr Unit (SPY) 0.0 $279k 452.00 618.08
Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 0.0 $271k 892.00 303.93
Boston Scientific Corporation (BSX) 0.0 $269k 2.5k 107.41
Colgate-Palmolive Company (CL) 0.0 $267k 2.9k 90.90
Braze Inc Class A Com Cl A (BRZE) 0.0 $267k 9.5k 28.10
Broadridge Financial Solutions (BR) 0.0 $263k 1.1k 243.03
Sensient Technologies Corporation (SXT) 0.0 $263k 2.7k 98.52
DTE Energy Company (DTE) 0.0 $263k 2.0k 132.46
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR) 0.0 $261k 2.4k 109.27
Enterprise Products Partners (EPD) 0.0 $254k 8.2k 31.01
AvalonBay Communities (AVB) 0.0 $252k 1.2k 203.50
Quest Diagnostics Incorporated (DGX) 0.0 $251k 1.4k 179.63
Alliant Energy Corporation (LNT) 0.0 $251k 4.1k 60.47
American Water Works (AWK) 0.0 $248k 1.8k 139.11
Novo-nordisk A S F Sponsored Adr 1 Adr Reps 1 Ord Adr (NVO) 0.0 $244k 3.5k 69.02
NiSource (NI) 0.0 $244k 6.0k 40.34
Berkshire Hathaway Class B Cl B New (BRK.B) 0.0 $243k 500.00 485.77
Novartis Ag F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (NVS) 0.0 $242k 2.0k 121.01
China Resources Power Holdings (CRPJF) 0.0 $241k 100k 2.41
Constellation Brands Inc Class A Cl A (STZ) 0.0 $240k 1.5k 162.68
Church & Dwight (CHD) 0.0 $228k 2.4k 96.11
Essential Utils (WTRG) 0.0 $228k 6.1k 37.14
CMS Energy Corporation (CMS) 0.0 $227k 3.3k 69.28
Udr (UDR) 0.0 $217k 5.3k 40.83
Gra (GGG) 0.0 $215k 2.5k 85.97
Steris Plc F Shs Usd (STE) 0.0 $211k 880.00 240.22
Manulife Finl Corp (MFC) 0.0 $204k 6.4k 31.96
Cincinnati Financial Corporation (CINF) 0.0 $202k 1.4k 148.92
Asia Commercial Bank Js Vnd 10000.0 0.0 $197k 240k 0.82
Lg Household And Health Care Cum P (LGHMF) 0.0 $185k 1.9k 97.44
Bloks Group Ltd Usd 0.0001 0.0 $178k 9.9k 17.99
Bluspring Enterprises Ltd Inr 10.0 0.0 $124k 140k 0.89
3sbio Inc Usd 0.00001 144a (TRSBF) 0.0 $105k 35k 3.01
Eagle Pharmaceuticals (EGRX) 0.0 $35k 12k 2.90
Western Uranium & Vana F (WSTRF) 0.0 $14k 23k 0.59
Ur-energy (URG) 0.0 $12k 11k 1.05