13F filer

Stanley-Laman Group

As of Mar 31, 2026 Filed Apr 16, 2026 CIK 1601489 SEC filings ↗

Newer filing data is withheld from current statistics. The unresolved filing reports through Sep 30, 2026. Holdings shown below are the last published snapshot and remain excluded from sitewide current-holder totals until validation succeeds.

13F Value

$814.5M

Positions

294

Top Position

GOOGL2.7%

Top 5

10.1%

Latest filing changes

vs Dec 31, 2025

1 VRT Vertiv Holdings +784.5%+$6.5M

2 AMAT Applied Materials +866.0%+$6.2M

3 NDAQ NASDAQ +723.3%+$3.7M

4 RRC Range Res +45.6%+$1.7M

5 AVNT Avient +65.2%+$1.4M

Holdings294

#
1	GOOGL Alphabet Class A Filing details 02079K305 Mar 31, 2026 76,004 reported quantity $21,855,581 reported value	2.7%	$21.9M	+1.7%	76.0K	3.0%	Common Stock
2	AMZN Amazon	2.0%	$16.4M	+3.4%	78.7K	2.2%	Common Stock
3	RTX RTX	1.9%	$15.9M	+2.3%	82.2K	1.9%	Common Stock
4	CCJ Cameco	1.7%	$14.2M	-6.7%	130.6K	1.6%	Common Stock
5	LRCX Lam Research Filing details 512807306 Mar 31, 2026 65,918 reported quantity $14,084,040 reported value	1.7%	$14.1M	+0.8%	65.9K	1.4%	Common Stock
6	NVDA NVIDIA	1.7%	$13.5M	+3.6%	77.5K	1.8%	Common Stock
7	ASML ASML Holding	1.6%	$13.0M	+1.2%	13.7K	1.3%	Common Stock
8	KLAC KLA	1.4%	$11.4M	+2.0%	7.8K	1.2%	Common Stock
9	AVGO Broadcom	1.4%	$11.1M	+2.9%	35.9K	1.5%	Common Stock
10	ETR Entergy	1.3%	$10.9M	+2.8%	97.1K	1.1%	Common Stock
11	MSFT Microsoft	1.3%	$10.9M	-33.5%	29.4K	2.7%	Common Stock
12	AAPL Apple	1.3%	$10.8M	+6.5%	42.7K	1.4%	Common Stock
13	TSM Taiwan Semiconductor Manufacturing	1.3%	$10.6M	+2.4%	31.5K	1.2%	ADR
14	VAL Valaris	1.3%	$10.4M	-13.3%	105.8K	0.8%	Common Stock
15	MPWR Monolithic Pwr Sys	1.3%	$10.3M	+2.2%	9.4K	1.1%	Common Stock
16	LIN Linde Filing details G5494J103 Mar 31, 2026 20,095 reported quantity $9,962,464 reported value	1.2%	$10.0M	+4.4%	20.1K	1.0%	Common Stock
17	ISRG Intuitive Surgical	1.0%	$8.0M	+4.4%	17.5K	1.2%	Common Stock
18	AMD Advanced Micro Devices	1.0%	$8.0M	+3.2%	39.4K	1.0%	Common Stock
19	META Meta Platforms	1.0%	$7.8M	+7.8%	13.7K	1.1%	Common Stock
20	ANET Arista Networks Filing details 040413205 Mar 31, 2026 62,979 reported quantity $7,732,562 reported value	0.9%	$7.7M	+3.0%	63.0K	1.0%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing43

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Dec 31, 2025). Prior values are shown for context and are not included in current totals.