Stanley-Laman Group, Ltd. Portfolio Holdings
Q3 2025•168 long positions•$583.7M portfolio value
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Holding245 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $20.9M 3.59% | +$6.1M Bought | 0.001% 40.4K shares | 28.7K → 40.4K +$6.1M | +40.77% | $3.85T Mega Cap | Q1 2020 Held for 5y 8m | |
Internet Content & Information Communication Services | $17.8M 3.05% | +$9.5M Bought | 0.001% 73.2K shares | 34.3K → 73.2K +$9.5M | +113.45% | $2.95T Mega Cap | Q2 2018 Held for 7y 5m | |
Specialty Retail Consumer Cyclical | $15.1M 2.58% | +$7.8M Bought | 0.001% 68.6K shares | 33.0K → 68.6K +$7.8M | +107.58% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $13.8M 2.36% | +$6.7M Bought | 0.0% 73.8K shares | 38.1K → 73.8K +$6.7M | +93.45% | $4.54T Mega Cap | Q4 2018 Held for 6y 11m | |
Uranium Energy | $13.0M 2.22% | -$1.8M Sold | 0.036% 154.8K shares | 176.8K → 154.8K −$1.8M | -12.43% | $36.5B Large Cap | Q1 2021 Held for 4y 8m | |
Semiconductors Technology | $11.3M 1.94% | +$6.5M Bought | 0.001% 34.4K shares | 14.8K → 34.4K +$6.5M | +132.39% | $1.56T Mega Cap | Q3 2023 Held for 2y 2m | |
Aerospace & Defense Industrials | $10.6M 1.82% | -$166.3K Sold | 0.005% 63.6K shares | 64.6K → 63.6K −$166.3K | -1.54% | $223.98B Mega Cap | Q2 2018 Held for 7y 5m | |
Unknown Unknown | $9.6M 1.65% | +$6.2M Bought | — 13.5K shares | 4.8K → 13.5K +$6.2M | +179.17% | — — | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $9.5M 1.63% | +$8.1M Bought | 0.001% 13.0K shares | 1.9K → 13.0K +$8.1M | +579.34% | $1.84T Mega Cap | Q4 2018 Held for 6y 11m | |
Consumer Electronics Technology | $9.2M 1.57% | -$41.8K Sold | 0.0% 36.0K shares | 36.2K → 36.0K −$41.8K | -0.45% | $3.78T Mega Cap | Q4 2013 Held for 11y 11m | |
Computer Hardware Technology | $8.9M 1.52% | +$8.9M Bought | 0.005% 61.1K shares | — | — | $183.14B Large Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $8.8M 1.51% | +$8.8M Bought | 0.005% 65.6K shares | — | — | $168.85B Large Cap | Q3 2025 Held for 2 months | |
Chemicals - Specialty Basic Materials | $8.6M 1.48% | -$741.0K Sold | 0.004% 18.2K shares | 19.8K → 18.2K −$741.0K | -7.9% | $222.73B Mega Cap | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $8.6M 1.47% | +$7.8M Bought | — 30.7K shares | 2.7K → 30.7K +$7.8M | +1,027.98% | — — | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $8.5M 1.46% | +$8.5M Bought | 0.019% 9.2K shares | — | — | $44.1B Large Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $8.4M 1.44% | +$7.9M Bought | 0.001% 29.9K shares | 1.9K → 29.9K +$7.9M | +1,438.39% | $801.76B Mega Cap | Q2 2024 Held for 1y 5m | |
Regulated Electric Utilities | $8.3M 1.43% | -$417.2K Sold | 0.02% 89.5K shares | 93.9K → 89.5K −$417.2K | -4.77% | $41.6B Large Cap | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $8.2M 1.41% | +$8.2M Bought | 0.006% 7.6K shares | — | — | $142.03B Large Cap | Q3 2025 Held for 2 months | |
Oil & Gas Equipment & Services Energy | $7.4M 1.27% | -$48.5K Sold | 0.965% 1.3M shares | 1.3M → 1.3M −$48.5K | -0.65% | $766.4M Small Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $7.0M 1.19% | +$7.0M Bought | 0.005% 34.1K shares | — | — | $137.82B Large Cap | Q3 2025 Held for 2 months | |
Uranium Energy | $6.8M 1.17% | -$4.1M Sold | 0.193% 445.1K shares | 714.3K → 445.1K −$4.1M | -37.69% | $3.5B Mid Cap | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $6.4M 1.09% | +$5.4M Bought | 0.007% 12.9K shares | 2.0K → 12.9K +$5.4M | +542.89% | $91.6B Large Cap | Q1 2020 Held for 5y 8m | |
Unknown Unknown | $6.2M 1.07% | +$6.2M New | — 44.0K shares | 0 → 44.0K +$6.2M | New | — — | Q3 2025 Held for 2 months | |
Semiconductors Technology | $6.2M 1.06% | +$6.2M Bought | 0.002% 38.3K shares | — | — | $262.56B Mega Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $6.2M 1.06% | +$6.2M Bought | 0.006% 17.6K shares | — | — | $95.7B Large Cap | Q3 2025 Held for 2 months | |
Medical - Instruments & Supplies Healthcare | $6.0M 1.03% | +$5.7M Bought | 0.004% 13.5K shares | 614.0 → 13.5K +$5.7M | +2,091.53% | $160.32B Large Cap | Q3 2024 Held for 1y 2m | |
Software - Application Technology | $5.7M 0.979% | +$34.8K Bought | 0.003% 8.4K shares | 8.3K → 8.4K +$34.8K | +0.61% | $190.40B Large Cap | Q1 2020 Held for 5y 8m | |
Oil & Gas Equipment & Services Energy | $5.7M 0.977% | -$62.0K Sold | 0.164% 117.0K shares | 118.2K → 117.0K −$62.0K | -1.08% | $3.5B Mid Cap | Q1 2024 Held for 1y 8m | |
Electronic Gaming & Multimedia Technology | $5.6M 0.959% | -$44.4K Sold | 0.012% 21.7K shares | 21.8K → 21.7K −$44.4K | -0.79% | $47.7B Large Cap | Q4 2020 Held for 4y 11m | |
Aerospace & Defense Industrials | $5.5M 0.936% | -$4.2K Sold | 0.057% 184.3K shares | 184.5K → 184.3K −$4.2K | -0.08% | $9.5B Mid Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.3M 0.911% | -$179.4K Sold | — 8.7K shares | 9.0K → 8.7K −$179.4K | -3.27% | — — | Q1 2016 Held for 9y 8m | |
Aerospace & Defense Industrials | $5.2M 0.898% | -$927.4K Sold | 0.162% 58.4K shares | 68.8K → 58.4K −$927.4K | -15.04% | $3.2B Mid Cap | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $5.2M 0.888% | +$2.3K Bought | 0.001% 9.1K shares | 9.1K → 9.1K +$2.3K | +0.04% | $514.21B Mega Cap | Q4 2021 Held for 3y 11m | |
Medical - Healthcare Plans Healthcare | $5.0M 0.863% | -$36.0K Sold | 0.005% 66.8K shares | 67.3K → 66.8K −$36.0K | -0.71% | $95.6B Large Cap | Q1 2014 Held for 11y 8m | |
Aerospace & Defense Industrials | $5.0M 0.856% | -$79.6K Sold | 0.003% 23.2K shares | 23.5K → 23.2K −$79.6K | -1.57% | $163.20B Large Cap | Q2 2017 Held for 8y 5m | |
Asset Management Financial Services | $5.0M 0.856% | -$87.9K Sold | 0.022% 79.6K shares | 81.0K → 79.6K −$87.9K | -1.73% | $22.7B Large Cap | Q2 2022 Held for 3y 5m | |
Software - Infrastructure Technology | $5.0M 0.85% | +$507.0K Bought | 0.084% 544.3K shares | 488.6K → 544.3K +$507.0K | +11.39% | $5.9B Mid Cap | Q1 2025 Held for 8 months | |
Hardware, Equipment & Parts Technology | $4.9M 0.843% | -$48.9K Sold | 0.021% 22.6K shares | 22.9K → 22.6K −$48.9K | -0.98% | $23.3B Large Cap | Q2 2024 Held for 1y 5m | |
Oil & Gas Equipment & Services Energy | $4.9M 0.836% | -$56.1K Sold | 0.099% 71.3K shares | 72.1K → 71.3K −$56.1K | -1.14% | $4.9B Mid Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $4.8M 0.826% | -$138.7K Sold | — 15.8K shares | 16.2K → 15.8K −$138.7K | -2.79% | — — | Q4 2018 Held for 6y 11m | |
Computer Hardware Technology | $4.4M 0.756% | -$993.6K Sold | 0.016% 52.7K shares | 64.5K → 52.7K −$993.6K | -18.37% | $27.5B Large Cap | Q4 2022 Held for 2y 11m | |
Industrial - Machinery Industrials | $4.4M 0.756% | -$1.2M Sold | 0.005% 5.8K shares | 7.4K → 5.8K −$1.2M | -20.92% | $95.9B Large Cap | Q2 2018 Held for 7y 5m | |
Hardware, Equipment & Parts Technology | $4.4M 0.749% | -$733.0K Sold | 0.104% 17.5K shares | 20.5K → 17.5K −$733.0K | -14.35% | $4.2B Mid Cap | Q1 2024 Held for 1y 8m | |
Medical - Distribution Healthcare | $4.4M 0.747% | +$17.8K Bought | 0.005% 5.6K shares | 5.6K → 5.6K +$17.8K | +0.41% | $96.1B Large Cap | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $4.3M 0.74% | -$15.2K Sold | 0.022% 58.1K shares | 58.3K → 58.1K −$15.2K | -0.35% | $20.0B Large Cap | Q1 2025 Held for 8 months | |
Discount Stores Consumer Defensive | $4.3M 0.737% | -$36.1K Sold | 0.001% 4.6K shares | 4.7K → 4.6K −$36.1K | -0.83% | $410.27B Mega Cap | Q1 2020 Held for 5y 8m | |
Semiconductors Technology | $4.3M 0.736% | -$2.7M Sold | 0.068% 33.2K shares | 53.9K → 33.2K −$2.7M | -38.4% | $6.3B Mid Cap | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $4.2M 0.725% | -$30.8K Sold | 0.011% 31.7K shares | 32.0K → 31.7K −$30.8K | -0.72% | $37.5B Large Cap | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $4.2M 0.723% | -$40.8K Sold | 0.006% 50.2K shares | 50.7K → 50.2K −$40.8K | -0.96% | $72.5B Large Cap | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $4.2M 0.718% | -$33.7K Sold | — 97.1K shares | 97.8K → 97.1K −$33.7K | -0.8% | — — | Q4 2023 Held for 1y 11m |
