Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Stanley-Laman Group, Ltd. (CIK 1601489) reported $814.5M across 221 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($21.9M, 2.68%), AMZN ($16.4M, 2.01%), RTX ($15.9M, 1.95%), CCJ ($14.2M, 1.74%), LRCX ($14.1M, 1.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CLASS CLASS A | $21.9M | 2.68% | 76,004 | Added |
| 2 | AMZN | AMAZON.COM INC | $16.4M | 2.01% | 78,720 | Added |
| 3 | RTX | RTX CORP | $15.9M | 1.95% | 82,179 | Added |
| 4 | CCJ | CAMECO CORP F | $14.2M | 1.74% | 130,631 | Trimmed |
| 5 | LRCX | LAM RESH CORP | $14.1M | 1.73% | 65,918 | Added |
| 6 | NVDA | NVIDIA CORP | $13.5M | 1.66% | 77,462 | Added |
| 7 | ASML | ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $13.0M | 1.60% | 13,683 | Added |
| 8 | KLAC | KLA CORP | $11.4M | 1.41% | 7,773 | Added |
| 9 | AVGO | BROADCOM INC | $11.1M | 1.37% | 35,938 | Added |
| 10 | ETR | ENTERGY CORP NEW | $10.9M | 1.34% | 97,060 | Added |
| 11 | MSFT | MICROSOFT CORP | $10.9M | 1.33% | 29,357 | Trimmed |
| 12 | AAPL | APPLE INC | $10.8M | 1.33% | 42,686 | Added |
| 13 | TSM | TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | $10.6M | 1.31% | 31,458 | Added |
| 14 | VAL | VALARIS LTD F | $10.4M | 1.27% | 105,827 | Trimmed |
| 15 | MPWR | MONOLITHIC PWR SYS INC | $10.3M | 1.27% | 9,438 | Added |
| 16 | LIN | LINDE PLC F | $10.0M | 1.22% | 20,095 | Added |
| 17 | ISRG | INTUITIVE SURGICAL INC | $8.0M | 0.99% | 17,459 | Added |
| 18 | AMD | ADVANCED MICRO DEVIC | $8.0M | 0.99% | 39,439 | Added |
| 19 | META | META PLATFORMS INC CLASS CLASS A | $7.8M | 0.96% | 13,695 | Added |
| 20 | ANET | ARISTA NETWORKS INC | $7.7M | 0.95% | 62,979 | Added |
| 21 | TTI | TETRA TECHNOLOGIES INC D | $7.6M | 0.94% | 896,815 | Trimmed |
| 22 | VRT | VERTIV HLDGS CO CLASS CLASS A | $7.3M | 0.90% | 29,302 | Added |
| 23 | WFRD | WEATHERFORD INTL PLC F | $7.3M | 0.89% | 76,932 | Added |
| 24 | ARM | ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7.1M | 0.88% | 47,189 | Added |
| 25 | AMAT | APPLIED MATLS INC | $6.9M | 0.85% | 20,141 | Added |
Source: SEC Form 13F filings · as of 2026-03-31