Stanley-Laman Group, Ltd. logo

Stanley-Laman Group, Ltd.

RIA/Wealth

Stanley-Laman Group, Ltd. is a RIA/Wealth based in Berwyn, PA led by James J. Laman, reporting $979.3M in AUM as of Q3 2025 with 35% Technology concentration.

PresidentJames J. Laman
Portfolio Value
$583.7M
Positions
168
Top Holding
MSFT at 3.59%
Last Reported
Q3 2025
Address1235 Westlakes Dr, Suite 295, Berwyn, PA, 19312, United States

Top Holdings

Largest long holdings in Stanley-Laman Group, Ltd.'s portfolio (22.4% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
Software - Infrastructure
Technology
$20.9M
3.59%
+$6.1M
Bought
0.00%
40.4K shares
Internet Content & Information
Communication Services
$17.8M
3.05%
+$9.5M
Bought
0.00%
73.2K shares
3
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$15.1M
2.58%
+$7.8M
Bought
0.00%
68.6K shares
4
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$13.8M
2.36%
+$6.7M
Bought
0.00%
73.8K shares
5
Cameco logo
Uranium
Energy
$13.0M
2.22%
-$1.8M
Sold
0.04%
154.8K shares
Semiconductors
Technology
$11.3M
1.94%
+$6.5M
Bought
0.00%
34.4K shares
Aerospace & Defense
Industrials
$10.6M
1.82%
-$166.3K
Sold
0.00%
63.6K shares
8
ASML
ASML
ASML
Unknown
Unknown
$9.6M
1.65%
+$6.2M
Bought
13.5K shares
Internet Content & Information
Communication Services
$9.5M
1.63%
+$8.1M
Bought
0.00%
13.0K shares
10
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$9.2M
1.57%
-$41.8K
Sold
0.00%
36.0K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Stanley-Laman Group, Ltd.'s latest filing

See all changes
Market Value
$583.7M
Prior: $552.5M
Q/Q Change
+5.64%
+$31.2M
Net Flows % of MV
-12.15%
Turnover Ratio
31.82%
New Purchases
19 stocks
$37.7M
Added To
28 stocks
+$81.6M
Sold Out Of
77 stocks
$155.9M
Reduced Holdings
86 stocks
-$34.3M

Increased Positions

PositionShares Δ
New
2
GoDaddy logo
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
5
Rambus logo
Rambus
RMBS
Sold

Analytics

Portfolio insights and performance metrics for Stanley-Laman Group, Ltd.

View analytics

Sector Allocation

Technology: 34.90%TechnologyIndustrials: 15.00%IndustrialsEnergy: 11.10%EnergyHealthcare: 8.00%HealthcareFinancial Services: 7.00%Communication Services: 4.90%Consumer Cyclical: 4.10%Basic Materials: 2.90%ETF: 2.00%Consumer Defensive: 1.80%Utilities: 1.70%Real Estate: 0.70%
Technology
34.90%
Industrials
15.00%
Energy
11.10%
Healthcare
8.00%
Financial Services
7.00%
Communication Services
4.90%
Consumer Cyclical
4.10%
Basic Materials
2.90%
ETF
2.00%
Consumer Defensive
1.80%
Utilities
1.70%
Real Estate
0.70%

Market Cap Distribution

Mega Cap (> $200B): 26.38%Mega Cap (> $200B)Large Cap ($10B - $200B): 43.53%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 14.52%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 5.09%Nano Cap (< $50M): 1.50%N/A (ETF or Unknown): 8.99%N/A (ETF or Unknown)
Mega Cap (> $200B)
26.38%
Large Cap ($10B - $200B)
43.53%
Mid Cap ($2B - $10B)
14.52%
Small Cap ($300M - $2B)
5.09%
Nano Cap (< $50M)
1.50%
N/A (ETF or Unknown)
8.99%

Portfolio Concentration

Top 10 Holdings %
22.41%
Top 20 Holdings %
36.59%
Top 50 Holdings %
62.93%
Top 100 Holdings %
91.7%

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.