Stanley-Laman

Stanley-Laman Group as of Sept. 30, 2025

Portfolio Holdings for Stanley-Laman Group

Stanley-Laman Group holds 251 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 3.0 $21M 40k 517.95
Alphabet Inc Class Class A Cap Stk Cl A (GOOGL) 2.5 $18M 73k 243.10
Amazon (AMZN) 2.1 $15M 69k 219.57
NVIDIA Corporation (NVDA) 2.0 $14M 74k 186.58
Asml Hldg N V F Sponsored Adr 1 Adr Reps 1 Ord N Y Registry Shs (ASML) 1.9 $13M 14k 968.09
Cameco Corporation (CCJ) 1.8 $13M 155k 83.86
Broadcom (AVGO) 1.6 $11M 34k 329.91
Raytheon Technologies Corp (RTX) 1.5 $11M 64k 167.33
Meta Platforms Inc Class A Cl A (META) 1.3 $9.5M 13k 734.38
Apple (AAPL) 1.3 $9.2M 36k 254.63
Arista Networks Com Shs (ANET) 1.3 $8.9M 61k 145.71
Lam Resh Corp Com New (LRCX) 1.2 $8.8M 66k 133.90
Linde 1.2 $8.6M 18k 475.00
Taiwan Semiconductor M F Sponsored Adr 1 Adr Reps 5 Ord Sponsored Adr (TSM) 1.2 $8.6M 31k 279.29
Monolithic Power Systems (MPWR) 1.2 $8.5M 9.2k 920.64
Oracle Corporation (ORCL) 1.2 $8.4M 30k 281.24
Entergy Corporation (ETR) 1.2 $8.3M 90k 93.19
Kla Corp Com New (KLAC) 1.2 $8.2M 7.6k 1078.60
TETRA Technologies (TTI) 1.0 $7.4M 1.3M 5.75
Palo Alto Networks (PANW) 1.0 $7.0M 34k 203.62
Energy Fuels (UUUU) 1.0 $6.8M 445k 15.35
Synopsys (SNPS) 0.9 $6.4M 13k 493.39
Arm Hldgs Plc Equity A F Unsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (ARM) 0.9 $6.2M 44k 141.49
Advanced Micro Devices (AMD) 0.9 $6.2M 38k 161.79
Cadence Design Systems (CDNS) 0.9 $6.2M 18k 351.26
Intuitive Surgical Com New (ISRG) 0.9 $6.0M 14k 447.23
Zomato Ltd Inr 1.0 0.8 $5.9M 1.6M 3.67
Intuit (INTU) 0.8 $5.7M 8.4k 682.91
Valaris Ltd F Cl A (VAL) 0.8 $5.7M 117k 48.77
Bharat Electronics Ltd Inr 1.0 0.8 $5.7M 1.3M 4.55
Take-Two Interactive Software (TTWO) 0.8 $5.6M 22k 258.36
Prestige Estates Projects Inr 10.0 0.8 $5.5M 323k 17.01
Cae (CAE) 0.8 $5.5M 184k 29.64
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.8 $5.3M 8.7k 612.41
Hdfc Bank 0.7 $5.3M 491k 10.71
Aar (AIR) 0.7 $5.2M 58k 89.67
Mastercard Inc Class A Cl A (MA) 0.7 $5.2M 9.1k 568.82
CVS Caremark Corporation (CVS) 0.7 $5.0M 67k 75.39
Boeing Company (BA) 0.7 $5.0M 23k 215.83
Carlyle Group (CG) 0.7 $5.0M 80k 62.70
Ccc Intelligent Solutions Holdings (CCCS) 0.7 $5.0M 544k 9.11
Jabil Circuit (JBL) 0.7 $4.9M 23k 217.17
Weatherford Intl Plc F Ord Shs (WFRD) 0.7 $4.9M 71k 68.43
L3harris Technologies (LHX) 0.7 $4.8M 16k 305.42
Pure Storage Inc Class A Cl A (PSTG) 0.6 $4.4M 53k 83.81
Parker-Hannifin Corporation (PH) 0.6 $4.4M 5.8k 758.19
OSI Systems (OSIS) 0.6 $4.4M 18k 249.24
McKesson Corporation (MCK) 0.6 $4.4M 5.6k 772.56
Nutanix Inc Class A Cl A (NTNX) 0.6 $4.3M 58k 74.39
Costco Wholesale Corporation (COST) 0.6 $4.3M 4.6k 925.65
Onto Innovation (ONTO) 0.6 $4.3M 33k 129.22
Hartford Financial Services (HIG) 0.6 $4.2M 32k 133.39
Marvell Technology (MRVL) 0.6 $4.2M 50k 84.07
Gsk Plc Adr F Sponsored Adr 1 Adr Reps 2 Ord Sponsored Adr (GSK) 0.6 $4.2M 97k 43.16
Waste Management (WM) 0.6 $4.2M 19k 220.83
Larsen And Toubro Ltd Inr 2.0 0.6 $4.1M 100k 41.28
Interactive Brokers Grou Class A Com Cl A (IBKR) 0.6 $4.1M 60k 68.81
Ptc (PTC) 0.6 $4.1M 20k 203.02
Info Edge India Ltd Inr 2.0 0.6 $4.1M 277k 14.75
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.6 $4.1M 80k 51.29
Archer Daniels Midland Company (ADM) 0.6 $4.0M 67k 59.74
Select Water Solutio A Class A Cl A Com (WTTR) 0.6 $4.0M 371k 10.69
Nexgen Energy (NXE) 0.6 $4.0M 442k 8.95
TJX Companies (TJX) 0.6 $3.9M 27k 144.54
Valero Energy Corporation (VLO) 0.6 $3.9M 23k 170.26
AmerisourceBergen (COR) 0.6 $3.9M 13k 312.54
Nxp Semiconductors N V (NXPI) 0.6 $3.9M 17k 227.73
Gxo Logistics Common Stock (GXO) 0.5 $3.8M 73k 52.89
F.N.B. Corporation (FNB) 0.5 $3.8M 235k 16.11
Automatic Data Processing (ADP) 0.5 $3.8M 13k 293.50
Snap-on Incorporated (SNA) 0.5 $3.7M 11k 346.53
Godaddy Inc Class A Cl A (GDDY) 0.5 $3.7M 27k 136.83
SYNNEX Corporation (SNX) 0.5 $3.7M 23k 163.75
Astrazeneca Plc F Sponsored Adr 1 Adr Reps 0.5 Ord Sponsored Adr (AZN) 0.5 $3.7M 48k 76.72
Schlumberger Ltd F Com Stk (SLB) 0.5 $3.7M 108k 34.37
Air Lease Corp Class A Cl A (AL) 0.5 $3.7M 58k 63.65
Sibanye Stillwater Ltd F Unsponsored Adr 1 Adr Reps 4 Ord Sponsored Adr (SBSW) 0.5 $3.7M 327k 11.24
Liveramp Holdings (RAMP) 0.5 $3.7M 135k 27.14
Reliance Industries Ltd sn 0.5 $3.6M 236k 15.36
Stifel Financial (SF) 0.5 $3.6M 32k 113.47
Neurocrine Biosciences (NBIX) 0.5 $3.6M 25k 140.38
Honeywell International (HON) 0.5 $3.5M 17k 210.50
Lockheed Martin Corporation (LMT) 0.5 $3.5M 7.0k 499.20
Aon Plc F Class A Shs Cl A (AON) 0.5 $3.4M 9.6k 356.58
Healthcare Services (HCSG) 0.5 $3.4M 203k 16.83
Chevron Corporation (CVX) 0.5 $3.4M 22k 155.29
Albemarle Corporation (ALB) 0.5 $3.4M 42k 81.08
Amgen (AMGN) 0.5 $3.3M 12k 282.21
Cohu (COHU) 0.4 $3.1M 153k 20.33
Union Pacific Corporation (UNP) 0.4 $3.1M 13k 236.36
Fluor Corporation (FLR) 0.4 $3.0M 71k 42.07
Standard Lithium Corp equities (SLI) 0.4 $2.9M 863k 3.37
Eli Lilly & Co. (LLY) 0.4 $2.9M 3.8k 763.03
Kirby Corporation (KEX) 0.4 $2.8M 34k 83.45
Zeta Global Hldgs Corp Class A Cl A (ZETA) 0.4 $2.8M 143k 19.87
Service Corporation International (SCI) 0.4 $2.8M 34k 83.22
A. O. Smith Corporation (AOS) 0.4 $2.8M 38k 73.41
Catalyst Pharmaceutical Partners (CPRX) 0.4 $2.8M 143k 19.70
Matrix Service Company (MTRX) 0.4 $2.8M 211k 13.08
Diamondback Energy (FANG) 0.4 $2.7M 19k 143.10
Poongsan Corp Krw 5000.0 0.4 $2.7M 30k 88.88
Antero Res (AR) 0.4 $2.7M 79k 33.56
Aspeed Technology Inc Twd 10.0 0.4 $2.7M 16k 165.69
Knight-swift Transn Hldg Class A Cl A (KNX) 0.4 $2.6M 66k 39.51
Blue Owl Cap Inc Class A Com Cl A (OWL) 0.4 $2.5M 150k 16.93
Jio Financial Services Ltd Inr 10.0 0.4 $2.5M 750k 3.30
Cyient Ltd Inr 5.0 0.3 $2.5M 191k 12.89
Prologis (PLD) 0.3 $2.5M 22k 114.52
Dlf Ltd Inr 2.0 0.3 $2.4M 300k 8.03
City Union Bank Ltd Inr 1.0 0.3 $2.4M 1.0M 2.40
Infosys Ltd Inr 5.0 0.3 $2.4M 145k 16.24
JPMorgan Chase & Co. (JPM) 0.3 $2.3M 7.4k 315.43
Ionis Pharmaceuticals (IONS) 0.3 $2.3M 36k 65.42
United Parcel Svc Inc Class B CL B (UPS) 0.3 $2.3M 27k 83.53
One 97 Communications Ltd Inr 1.0 0.3 $2.3M 180k 12.65
State Bank Of India Inr 1.0 0.3 $2.3M 230k 9.83
Patterson-UTI Energy (PTEN) 0.3 $2.2M 426k 5.18
Textron (TXT) 0.3 $2.2M 26k 84.49
Axis Bank 0.3 $2.2M 170k 12.74
Hugel Inc Krw 500.0 0.3 $2.2M 10k 215.25
Axsome Therapeutics (AXSM) 0.3 $2.1M 18k 121.45
Timken India Ltd Inr 10.0 0.3 $2.1M 62k 33.90
Samsung Electronics Co Ltd Ord (SSNLF) 0.3 $2.1M 35k 59.80
Regional Sab De Cv (RGNLF) 0.3 $2.1M 233k 8.99
Huntington Bancshares Incorporated (HBAN) 0.3 $2.1M 119k 17.27
Corcept Therapeutics Incorporated (CORT) 0.3 $2.0M 25k 83.11
Fpt Corp Vnd 10000.0 0.3 $2.0M 578k 3.52
Reliance Com New (RELI) 0.3 $2.0M 7.2k 280.83
Alibaba Group Holding (BABA) 0.3 $2.0M 11k 178.73
Mobile World Investment Vnd 10000.0 0.3 $1.9M 660k 2.94
Chesapeake Energy Corp (EXE) 0.3 $1.9M 18k 106.24
Target Corporation (TGT) 0.3 $1.8M 20k 89.70
Realty Income (O) 0.3 $1.8M 29k 60.79
Krishna Institute Of M Inr 2.0 144a 0.2 $1.7M 215k 7.88
Cmc Corp/vietnam Vnd 10000.0 0.2 $1.6M 1.1M 1.48
Lyondellbasell Industr F Class A Shsa (LYB) 0.2 $1.6M 32k 49.04
Sis Ltd Inr 5.0 0.2 $1.5M 393k 3.93
Weride Inc F Unsponsored Adr 1 Adr Reps 3 Ord Sponsored Adr (WRD) 0.2 $1.5M 156k 9.90
Makemytrip Limited Mauritius (MMYT) 0.2 $1.4M 15k 93.60
Syngene International Inr 10.0 144a 0.2 $1.4M 200k 7.01
Bloks Group Ltd Usd 0.0001 0.2 $1.4M 118k 11.66
Miniso Group Holding Lt Usd 0.00001 (MSOGF) 0.2 $1.4M 240k 5.72
Travelsky Technology Ltd for (TSYHF) 0.2 $1.4M 995k 1.36
Icici Prudential Life Inr 10.0 144a 0.2 $1.3M 200k 6.70
Netflix (NFLX) 0.2 $1.3M 1.1k 1198.92
Masan Group Corp Vnd 10000.0 0.2 $1.2M 400k 3.06
Honeywell Automation India Inr 10.0 0.2 $1.2M 3.0k 406.58
Icici Bank Ltd Inr 2.0 0.2 $1.2M 80k 15.18
Grab Holdings Limited Class A Ord (GRAB) 0.2 $1.2M 200k 6.02
Gemadept Corp Vnd 10000.0 0.2 $1.2M 450k 2.57
Vietnam Joint Stock Com Vnd 10000.0 0.2 $1.2M 600k 1.92
Hindustan Unilever Ltd Inr 1.0 0.2 $1.1M 40k 28.32
Phoenix Mills Ltd/the Inr 2.0 0.1 $1.1M 60k 17.52
Lodha Developers Ltd Inr 10.0 144a 0.1 $1.0M 80k 12.86
Life Insurance Corp Of Ind Inr 10.0 0.1 $1.0M 100k 10.14
My Eg Services Bhd 0.1 $1.0M 5.0M 0.20
Chularat Hospital Pcl Thb 0.1 0.1 $981k 10M 0.10
Goto Gojek Tokopedia Tbk Pt Idr 1.0 (GTOFF) 0.1 $960k 300M 0.00
Ha Do Group Jsc Vnd 10000.0 0.1 $960k 786k 1.22
Cosmo First Limited Inr 10.0 0.1 $960k 101k 9.53
Corning Incorporated (GLW) 0.1 $946k 12k 82.03
Phu Nhuan Jewelry Jsc Vnd 10000.0 0.1 $922k 293k 3.14
Leeno Industrial Inc Krw 500.0 0.1 $918k 25k 36.71
Quess Corp Ltd Inr 10.0 144a 0.1 $889k 310k 2.87
Chailease Holding Co Ltd Twd 10.0 0.1 $845k 231k 3.66
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF) 0.1 $842k 1.8k 468.41
Syarikat Takaful Malaysia K Myr 0.2 0.1 $792k 1.1M 0.73
Hyundai En Krw5000 0.1 $776k 20k 38.77
ICICI Bank (IBN) 0.1 $756k 25k 30.23
Berkshire Hathaway Inc D Class A Cl A (BRK.A) 0.1 $754k 1.00 754200.00
Military Commercial Joi Vnd 10000.0 0.1 $753k 759k 0.99
Sk Hynix Inc Krw 5000.0 (HXSCF) 0.1 $745k 3.0k 247.67
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH) 0.1 $733k 11k 65.26
Swiggy Ltd Inr 1.0 0.1 $713k 150k 4.76
Komico Ltd Krw 500.0 0.1 $694k 10k 69.42
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA) 0.1 $686k 12k 59.92
Bank of New York Mellon Corporation (BK) 0.1 $675k 6.2k 108.96
TNG INVESTMENT plus TRADIN VND 10000.0 0.1 $674k 895k 0.75
FORBES plus CO LTD INR 10.0 0.1 $653k 102k 6.40
Lupin Ltd Inr 2.0 0.1 $647k 30k 21.57
Msci (MSCI) 0.1 $600k 1.1k 567.41
American Express Company (AXP) 0.1 $586k 1.8k 332.16
Vinh Hoan Corp Vnd 10000.0 0.1 $569k 270k 2.11
Indofood Cbp Sukse (PNDFF) 0.1 $569k 1.0M 0.57
Petrovietnam Technical Vnd 10000.0 0.1 $559k 450k 1.24
Digitide Solutions Ltd Inr 10.0 0.1 $555k 310k 1.79
Technology Select Sector Spdr Etf Nyse Tech Etf (XNTK) 0.1 $551k 2.0k 281.86
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 0.1 $529k 2.6k 203.57
Nasdaq Omx (NDAQ) 0.1 $526k 6.0k 88.45
Ametek (AME) 0.1 $505k 2.7k 188.00
Vertiv Hldgs Co Class A Com Cl A (VRT) 0.1 $500k 3.3k 150.86
Lincoln Educational Services Corporation (LINC) 0.1 $495k 2.1k 235.83
Universal Robina Corp Php 1.0 (UVRBF) 0.1 $487k 400k 1.22
Bank Btpn Syariah Tbk Pt Idr 100.0 0.1 $486k 6.0M 0.08
International Business Machines (IBM) 0.1 $479k 1.7k 282.16
American Electric Power Company (AEP) 0.1 $473k 4.2k 112.50
Vanguard Intermediate Term Cor Etf Intermed Term (BIV) 0.1 $472k 5.6k 84.11
International Paper Company (IP) 0.1 $468k 10k 46.40
S&p Global (SPGI) 0.1 $465k 956.00 486.71
Caterpillar (CAT) 0.1 $458k 960.00 477.15
MasTec (MTZ) 0.1 $455k 2.1k 212.81
Quang Ngai Sugar Jsc Vnd 10000.0 0.1 $448k 250k 1.79
Quanta Services (PWR) 0.1 $447k 1.1k 414.42
Eaton Corp Plc F SHS (ETN) 0.1 $441k 1.2k 374.25
Abb Ltd F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (ABBNY) 0.1 $440k 6.1k 71.95
Akr Corporindo Tbk Pt Idr 20.0 (PKCPF) 0.1 $436k 6.0M 0.07
Mitsubishi Elec Corp F Sponsored Adr 1 Adr Reps 2 Ord Sponsored Adr (MIELY) 0.1 $433k 8.4k 51.26
Constellation Energy (CEG) 0.1 $428k 1.3k 329.07
Saigon Beer Alcohol Bev Vnd 10000.0 0.1 $428k 250k 1.71
Applied Materials (AMAT) 0.1 $424k 2.1k 204.74
Keysight Technologies (KEYS) 0.1 $424k 2.4k 174.92
Ishares 3-7 Year Trery Bond Etf 3 7 Yr Treas Bd (IEI) 0.1 $422k 3.5k 119.50
Rockwell Automation (ROK) 0.1 $418k 1.2k 349.53
Vistra Energy (VST) 0.1 $414k 2.1k 195.92
Blackrock (BLK) 0.1 $408k 350.00 1165.87
Spx Corp (SPXC) 0.1 $406k 2.2k 186.78
Emcor (EME) 0.1 $400k 615.00 649.54
Emerson Electric (EMR) 0.1 $398k 3.0k 131.18
Sunny Friend Environmental Twd 10.0 0.1 $398k 155k 2.57
Hangcha Group Co Ltd Cny 1.0 0.1 $393k 97k 4.04
Southern Copper Corporation (SCCO) 0.1 $378k 3.1k 121.36
Ishares Short Treasury Bond Etf Short Treas Bd (SHV) 0.1 $365k 3.3k 110.50
Hershey Company (HSY) 0.0 $338k 1.8k 187.05
Ishares Core S&p 500 Etf Core S&p500 Etf 0.0 $333k 498.00 669.30
Nhn Kcp Corp Krw 500.0 0.0 $330k 25k 13.31
Ishares 7-10 Year Trsury Bond Etf 7-10 Yr Trsy Bd (IEF) 0.0 $328k 3.4k 96.45
Ishares 1-3 Year Treasry Bond Etf 1-3 Yr Treas Bd (SHY) 0.0 $327k 3.9k 82.95
Gokaldas Exports Ltd Inr 5.0 0.0 $325k 40k 8.13
Lens Technology Co Ltd Cny 1.0 0.0 $316k 80k 3.95
Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 0.0 $313k 954.00 328.17
Spdr S&p 500 Etf Tr Unit (SPY) 0.0 $301k 452.00 666.49
Univest Corp. of PA (UVSP) 0.0 $297k 9.9k 30.02
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR) 0.0 $278k 2.3k 118.82
Enterprise Products Partners (EPD) 0.0 $257k 8.2k 31.27
Novartis Ag F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (NVS) 0.0 $257k 2.0k 128.24
Berkshire Hathaway Class B Cl B New (BRK.B) 0.0 $251k 500.00 502.74
Sensient Technologies Corporation (SXT) 0.0 $250k 2.7k 93.85
McDonald's Corporation (MCD) 0.0 $248k 817.00 303.89
Boston Scientific Corporation (BSX) 0.0 $244k 2.5k 97.63
Asia Commercial Bank Js Vnd 10000.0 0.0 $238k 240k 0.99
Merck & Co (MRK) 0.0 $228k 2.7k 83.93
J plus T GLOBAL EXPRESS LTD USD 0.000002 (JTGLF) 0.0 $226k 180k 1.26
Qualcomm (QCOM) 0.0 $224k 1.3k 166.36
Anthem (ELV) 0.0 $215k 666.00 323.12
Stryker Corporation (SYK) 0.0 $215k 581.00 369.67
Chinasoft International Lt sn (CFTLF) 0.0 $163k 200k 0.81
Lg Household And Health Care Cum P (LGHMF) 0.0 $156k 1.9k 81.96
3sbio Inc Usd 0.00001 144a (TRSBF) 0.0 $135k 35k 3.86
Kweichow Moutai Co Ltd Cny 1.0 0.0 $101k 500.00 202.85
Eagle Pharmaceuticals (EGRX) 0.0 $32k 12k 2.70
Western Uranium & Vana F (WSTRF) 0.0 $23k 29k 0.79