Q3 2026 13F · SEC CIK 1601489

Stanley-Laman Group, Ltd.

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $915.1M
Reported positions: 299
Top holdings a year, 3 yrs: +22.5%
Assets under management: $1.0B

Stanley-Laman Group, Ltd. is a wealth manager that reported 299 positions worth $915.1M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Alphabet Inc (GOOGL, 2.8%), Advanced Micro Devices Inc (AMD, 2.5%), Lam Research Corp (LRCX, 2.3%). A portfolio copying its top holdings returned 22.5% a year over the last 3 years, against 20.4% for the S&P 500.

Stanley-Laman Group, Ltd. holdings largest 50 of 299 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Stanley-Laman Group, Ltd. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	2.8%	2.7%	73,544	-1.5%	$25.3M
AMDAdvanced Micro Devices Inc	2.5%	2.3%	37,798	-1.1%	$23.1M
LRCXLam Research Corp	2.3%	2.8%	63,297	-0.5%	$20.8M
AMZNAmazon Com Inc	2.1%	1.9%	75,920	-2.1%	$18.9M
NVDANvidia Corporation	1.8%	1.5%	73,198	-2.0%	$16.7M
MUMicron Technology Inc	1.8%	1.8%	15,389	-0.6%	$16.4M
ASMLAsml Hldg NV	1.8%	1.8%	8,983	-1.0%	$16.3M
KLACKla Corp	1.6%	2.3%	75,046	-0.5%	$14.6M
MSFTMicrosoft Corp	1.6%	1.1%	28,438	-2.7%	$14.6M
RTXRtx Corporation	1.6%	1.5%	77,116	-4.0%	$14.3M
TSMTaiwan Semiconductor Manufac	1.5%	1.5%	30,471	-1.1%	$13.9M
AAPLApple Inc	1.5%	1.3%	41,730	-1.8%	$13.9M
ARMArm Holdings PLC	1.4%	1.7%	45,569	-0.6%	$13.2M
ANETArista Networks Inc	1.4%	1.1%	61,001	-0.5%	$12.4M
AVGOBroadcom Inc	1.4%	1.4%	35,187	-0.7%	$12.4M
MPWRMonolithic Pwr Sys Inc	1.3%	1.3%	9,128	-0.5%	$12.3M
COHUCohu Inc	1.3%	1.6%	175,341	-15.1%	$11.9M
CCJCameco Corp	1.2%	1.3%	126,374	-2.5%	$11.0M
MRVLMarvell Technology Inc	1.1%	1.2%	38,479	-2.8%	$10.2M
HPEHewlett Packard Enterprise C	1.1%	0.9%	156,864	-16.3%	$10.0M
AMATApplied Matls Inc	1.1%	1.4%	19,422	-1.4%	$9.9M
ETREntergy Corp New	1.0%	1.1%	93,683	-2.2%	$9.3M
LINLinde PLC	1.0%	1.1%	19,524	-2.1%	$9.3M
ONTOOnto Innovation Inc	1.0%	1.1%	28,290	-2.5%	$8.7M
TERTeradyne Inc	0.9%	1.0%	20,073	-0.4%	$8.0M
STXSeagate Technology Hldngs Pl	0.9%	0.9%	8,709	-0.6%	$8.0M
VALValaris Ltd	0.9%	0.8%	102,044	-2.8%	$8.0M
LLYEli Lilly & Co	0.8%	0.8%	6,638	-1.6%	$7.7M
CORTCorcept Therapeutics Inc	0.8%	0.6%	66,365	-2.7%	$7.6M
VOOVanguard Index Fds	0.8%	0.7%	10,292	+0.6%	$7.2M
MAMastercard Incorporated	0.8%	0.7%	12,868	-1.9%	$7.1M
VRTVertiv Holdings Co	0.8%	1.0%	28,490	-0.5%	$6.9M
JBLJabil Inc	0.7%	1.0%	23,847	-2.3%	$6.8M
VLOValero Energy Corp	0.7%	0.6%	17,608	-18.9%	$6.8M
PSTGEverpure Inc	0.7%	—	50,351	—	$6.6M
MDGLMadrigal Pharmaceuticals Inc	0.7%	—	12,984	—	$6.5M
CVSCvs Health Corp	0.7%	0.8%	70,316	-2.2%	$6.0M
SNXTD SYNNEX Corp	0.7%	0.6%	23,433	-1.9%	$6.0M
PHParker-Hannifin Corp	0.7%	0.6%	6,226	-2.6%	$5.9M
WFRDWeatherford Intl PLC F	0.6%	0.6%	74,281	-2.8%	$5.8M
TTWOTake-Two Interactive Softwar	0.6%	0.7%	27,911	-1.6%	$5.8M
SLBSlb Limited	0.6%	0.5%	113,697	-2.1%	$5.5M
ADMArcher Daniels Midland Co	0.6%	0.5%	68,113	-1.6%	$5.4M
BABoeing Co	0.6%	0.6%	28,423	-2.3%	$5.3M
IBKRInteractive Brokers Group in	0.6%	0.6%	61,713	-1.7%	$5.3M
GBCIGlacier Bancorp Inc New	0.6%	—	121,188	—	$5.2M
TTITetra Technologies Inc Del	0.6%	1.0%	871,163	-2.1%	$5.1M
MCKMckesson Corp	0.6%	—	5,980	—	$5.1M
MRTNMarten Trans Ltd	0.6%	—	390,996	—	$5.1M
AMGNAmgen Inc	0.6%	—	11,946	—	$5.0M

What Stanley-Laman Group, Ltd. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

VLO Valero Energy Corp-18.9% shares
HPE Hewlett Packard Enterprise C-16.3% shares
COHU Cohu Inc-15.1% shares

Left the top 50

AIR Aar Corpwas 0.8%
LNTH Lantheus Hldgs Incwas 0.8%
FN Fabrinetwas 0.6%
CFG Citizens Finl Group Incwas 0.6%
GSK Gsk PLCwas 0.6%
KNX Knight-Swift Transn Hldgs inwas 0.5%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +39.5% /yr; S&P 500 +20.1%
3 years: +22.5% /yr; S&P 500 +20.4%
5 years: +5.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$915.1M	299
Q2 2026	$984.2M	298
Q1 2026	$814.5M	294
Q4 2025	$786.9M	305
Q3 2025	$701.8M	251
Q2 2025	$673.3M	283
Q1 2025	$649.9M	282
Q4 2024	$712.1M	282
Q3 2024	$712.5M	291
Q2 2024	$695.9M	271
Q1 2024	$713.2M	248
Q4 2023	$653.6M	233

Questions about Stanley-Laman Group, Ltd.'s portfolio

What stocks does Stanley-Laman Group, Ltd. own?

Stanley-Laman Group, Ltd.'s latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 299 positions worth $915.1M. The largest are Alphabet Inc (GOOGL) at 2.8%, Advanced Micro Devices Inc (AMD) at 2.5%, Lam Research Corp (LRCX) at 2.3%, Amazon Com Inc (AMZN) at 2.1% and Nvidia Corporation (NVDA) at 1.8%.

What did Stanley-Laman Group, Ltd. buy last quarter?

Stanley-Laman Group, Ltd. opened no new positions and grew none by more than 5% among its largest holdings in Q3 2026.

What did Stanley-Laman Group, Ltd. sell last quarter?

In Q3 2026, Stanley-Laman Group, Ltd. cut from its top 50 Aar Corp (AIR), cut from its top 50 Lantheus Hldgs Inc (LNTH), cut from its top 50 Fabrinet (FN), cut from its top 50 Citizens Finl Group Inc (CFG), cut from its top 50 Gsk PLC (GSK), Valero Energy Corp (VLO) (-18.9% shares), Hewlett Packard Enterprise C (HPE) (-16.3% shares) and Cohu Inc (COHU) (-15.1% shares), compared with its Q2 2026 filing.

How has Stanley-Laman Group, Ltd.'s portfolio performed?

A portfolio copying Stanley-Laman Group, Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +39.5% against +20.1%. Over 5 years: +5.4% a year against +11.6%.

When is Stanley-Laman Group, Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Stanley-Laman Group, Ltd.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Stanley-Laman Group, Ltd. manage?

Stanley-Laman Group, Ltd. reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $915.1M.