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Stanley-Laman Group, Ltd. Top Holdings and 13F Report (2025)

About Stanley-Laman Group, Ltd.

Investment Activity

  • Stanley-Laman Group, Ltd. has $712.13 million in total holdings as of December 31, 2024.
  • Stanley-Laman Group, Ltd. owns shares of 282 different stocks, but just 109 companies or ETFs make up 80% of its holdings.
  • Approximately 9.39% of the portfolio was purchased this quarter.
  • About 11.13% of the portfolio was sold this quarter.
  • This quarter, Stanley-Laman Group, Ltd. has purchased 291 new stocks and bought additional shares in 69 stocks.
  • Stanley-Laman Group, Ltd. sold shares of 119 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

Gambling.com Group
$14,708,996
Microsoft
$13,822,534
Cameco
$12,063,494
Alphabet
$11,151,301

Largest New Holdings this Quarter

MongoDB
$7,519,996 Holding
Bruker
$5,229,373 Holding
Napco Security Technologies
$3,712,108 Holding
Knight-Swift Transportation
$3,021,320 Holding
Weatherford International
$2,785,189 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
30,271 shares (about $16.31M)
MongoDB
32,301 shares (about $7.52M)
Bruker
89,208 shares (about $5.23M)
Entergy
49,394 shares (about $3.75M)
Napco Security Technologies
104,390 shares (about $3.71M)

Largest Sales this Quarter

Gambling.com Group
300,000 shares (about $4.22M)
Advanced Micro Devices
23,213 shares (about $2.80M)
Blue Owl Capital
89,632 shares (about $2.08M)
Cameco
38,995 shares (about $2.00M)
Marvell Technology
14,276 shares (about $1.58M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofStanley-Laman Group, Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$19,801,359$16,310,393 467.2%36,7502.8%ETF
Gambling.com Group Limited stock logo
GAMB
Gambling.com Group
$14,708,996$4,224,000 -22.3%1,044,6732.1%Business Services
Microsoft Co. stock logo
MSFT
Microsoft
$13,822,534$1,480,293 -9.7%32,7941.9%Computer and Technology
Cameco Co. stock logo
CCJ
Cameco
$12,063,494$2,003,953 -14.2%234,7441.7%Basic Materials
Alphabet Inc. stock logo
GOOGL
Alphabet
$11,151,301$906,938 -7.5%58,9081.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$10,336,891$520,626 -4.8%41,2781.5%Computer and Technology
Freshworks Inc. stock logo
FRSH
Freshworks
$9,037,639$850,461 -8.6%558,9141.3%Computer and Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$8,875,641$756,918 -7.9%57,4811.2%Computer and Technology
LINDE PLC F
$8,812,678$1,271,933 -12.6%21,0491.2%COM
Atlassian Co. stock logo
TEAM
Atlassian
$8,605,673$660,290 -7.1%35,3591.2%Computer and Technology
RTX Co. stock logo
RTX
RTX
$8,219,152$316,264 4.0%71,0261.2%Aerospace
NVIDIA Co. stock logo
NVDA
NVIDIA
$8,067,337$82,857 -1.0%60,0741.1%Computer and Technology
Entergy Corporation stock logo
ETR
Entergy
$7,935,117$3,745,064 89.4%104,6571.1%Utilities
Elastic stock logo
ESTC
Elastic
$7,879,733$521,953 -6.2%79,5291.1%Computer and Technology
INFO EDGE INDIA LTD INR 10.0
$7,768,6270.0%76,4371.1%COM
MongoDB, Inc. stock logo
MDB
MongoDB
$7,519,996$7,519,996 New Holding32,3011.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,419,112$395,560 -5.1%33,8171.0%Retail/Wholesale
ZOMATO LTD INR 1.0
$7,058,9750.0%2,173,5131.0%COM
PRESTIGE ESTATES PROJECTS INR 10.0
$6,847,9440.0%346,0911.0%COM
Take-Two Interactive Software, Inc. stock logo
TTWO
Take-Two Interactive Software
$6,490,845$62,587 1.0%35,2610.9%Consumer Discretionary
BILL Holdings, Inc. stock logo
BILL
BILL
$6,273,707$449,302 -6.7%74,0610.9%Computer and Technology
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$6,044,892$1,144,866 -15.9%9,5040.8%Industrial Products
BHARAT ELECTRONICS LTD INR 1.0
$5,910,3240.0%1,726,0960.8%COM
CAE Inc. stock logo
CAE
CAE
$5,879,328$184,259 3.2%231,6520.8%Aerospace
Paylocity Holding Co. stock logo
PCTY
Paylocity
$5,775,255$541,960 -8.6%28,9530.8%Computer and Technology
Neurocrine Biosciences, Inc. stock logo
NBIX
Neurocrine Biosciences
$5,754,567$631,586 12.3%42,1580.8%Medical
BlackLine, Inc. stock logo
BL
BlackLine
$5,669,698$925,375 -14.0%93,3130.8%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$5,669,606$568,698 -9.1%10,7670.8%Business Services
Fluor Co. stock logo
FLR
Fluor
$5,501,350$515,739 -8.6%111,5440.8%Construction
Paycom Software, Inc. stock logo
PAYC
Paycom Software
$5,497,090$493,363 -8.2%26,8190.8%Computer and Technology
Lantheus Holdings, Inc. stock logo
LNTH
Lantheus
$5,478,173$366,786 -6.3%61,2360.8%Medical
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
$5,377,172$522,621 -8.9%106,5000.8%Finance
Bruker Co. stock logo
BRKR
Bruker
$5,229,373$5,229,373 New Holding89,2080.7%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$5,209,018$932,767 -15.2%5,6850.7%Retail/Wholesale
Sprinklr, Inc. stock logo
CXM
Sprinklr
$5,172,642$1,372,542 -21.0%612,1470.7%Business Services
Honeywell International Inc. stock logo
HON
Honeywell International
$5,123,921$11,521 0.2%22,6830.7%Multi-Sector Conglomerates
HDFC BANK LTD INR 1.0
$5,079,1450.0%245,2800.7%COM
Jabil Inc. stock logo
JBL
Jabil
$5,023,418$1,424,470 -22.1%34,9090.7%Computer and Technology
TETRA Technologies, Inc. stock logo
TTI
TETRA Technologies
$4,956,549$62,367 -1.2%1,384,5110.7%Oils/Energy
OSI Systems, Inc. stock logo
OSIS
OSI Systems
$4,904,527$589,186 13.7%29,2930.7%Computer and Technology
Asana, Inc. stock logo
ASAN
Asana
$4,898,225$398,792 -7.5%241,6490.7%Computer and Technology
JFrog Ltd. stock logo
FROG
JFrog
$4,880,001$484,941 -9.0%165,9300.7%Computer and Technology
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$4,862,800$1,576,790 -24.5%44,0270.7%Computer and Technology
PTC Inc. stock logo
PTC
PTC
$4,835,597$144,154 3.1%26,2990.7%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$4,833,527$40,230 -0.8%40,0090.7%Retail/Wholesale
McKesson Co. stock logo
MCK
McKesson
$4,802,089$689,595 -12.6%8,4260.7%Medical
AAR Corp. stock logo
AIR
AAR
$4,741,295$101,051 2.2%77,3710.7%Aerospace
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$4,729,415$36,592 -0.8%16,1560.7%Business Services
Appian Co. stock logo
APPN
Appian
$4,711,523$1,055,855 -18.3%142,8600.7%Computer and Technology
SentinelOne, Inc. stock logo
S
SentinelOne
$4,672,012$924,497 -16.5%210,4510.7%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$4,660,637$15,942 -0.3%23,0960.7%Business Services
LARSEN plus TOUBRO LTD INR 2.0
$4,638,2090.0%110,0000.7%COM
Okta, Inc. stock logo
OKTA
Okta
$4,577,886$347,272 -7.1%58,0950.6%Computer and Technology
Select Water Solutions, Inc. stock logo
WTTR
Select Water Solutions
$4,576,778$70,119 1.6%345,6780.6%Business Services
Cencora, Inc. stock logo
COR
Cencora
$4,429,368$8,987 -0.2%19,7140.6%Medical
Aon plc stock logo
AON
AON
$4,429,161$38,071 -0.9%12,3320.6%Finance
Air Lease Co. stock logo
AL
Air Lease
$4,423,441$79,305 1.8%91,7540.6%Transportation
UiPath Inc. stock logo
PATH
UiPath
$4,422,940$694,805 -13.6%347,9890.6%Business Services
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$4,357,226$211,379 -4.6%28,3640.6%Computer and Technology
Snap-on Incorporated stock logo
SNA
Snap-on
$4,306,719$813,069 -15.9%12,6860.6%Consumer Discretionary
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$4,295,247$478,601 -10.0%69,9210.6%Computer and Technology
ProPetro Holding Corp. stock logo
PUMP
ProPetro
$4,277,105$113,742 2.7%458,4250.6%Oils/Energy
Harmonic Inc. stock logo
HLIT
Harmonic
$4,264,730$36,277 0.9%322,3530.6%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$4,229,769$191,868 -4.3%23,8970.6%Aerospace
Healthcare Services Group, Inc. stock logo
HCSG
Healthcare Services Group
$4,157,079$119,925 3.0%357,9060.6%Business Services
Zscaler, Inc. stock logo
ZS
Zscaler
$4,122,910$596,075 -12.6%22,8530.6%Computer and Technology
Kirby Co. stock logo
KEX
Kirby
$4,105,357$97,124 2.4%38,8030.6%Transportation
CYIENT LTD INR 5.0
$4,104,2080.0%191,2410.6%COM
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
$4,101,016$2,084,840 -33.7%176,3120.6%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$4,085,143$126,527 -3.0%25,1190.6%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$4,073,898$2,316 -0.1%5,2770.6%Medical
NXP Semiconductors stock logo
NXPI
NXP Semiconductors
$3,971,806$185,610 -4.5%19,1090.6%Computer and Technology
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$3,970,326$458,284 -10.3%22,4730.6%Finance
Archer-Daniels-Midland Company stock logo
ADM
Archer-Daniels-Midland
$3,925,129$1,077,282 37.8%77,6950.6%Consumer Staples
Stifel Financial Corp. stock logo
SF
Stifel Financial
$3,922,636$1,158,078 -22.8%36,9780.6%Finance
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$3,849,758$340,170 -8.1%7,9220.5%Aerospace
Matrix Service stock logo
MTRX
Matrix Service
$3,785,489$229,776 -5.7%316,2480.5%Oils/Energy
The Hartford Financial Services Group, Inc. stock logo
HIG
The Hartford Financial Services Group
$3,785,076$179,851 5.0%34,5990.5%Finance
Union Pacific Co. stock logo
UNP
Union Pacific
$3,721,542$26,680 0.7%16,3200.5%Transportation
Napco Security Technologies, Inc. stock logo
NSSC
Napco Security Technologies
$3,712,108$3,712,108 New Holding104,3900.5%Industrial Products
Chevron Co. stock logo
CVX
Chevron
$3,710,042$203,353 -5.2%25,6150.5%Oils/Energy
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$3,687,701$491 0.0%22,5090.5%Oils/Energy
Valaris Limited stock logo
VAL
Valaris
$3,659,090$597,594 19.5%82,7100.5%Oils/Energy
GSK plc stock logo
GSK
GSK
$3,626,132$786,007 -17.8%107,2190.5%Medical
CVS Health Co. stock logo
CVS
CVS Health
$3,621,366$3,374,471 1,366.8%80,6720.5%Retail/Wholesale
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$3,618,176$203,767 -5.3%17,2060.5%Aerospace
PagerDuty, Inc. stock logo
PD
PagerDuty
$3,565,849$776,360 -17.9%195,2820.5%Computer and Technology
ENERGY FUELS INC F
$3,539,936$489,787 -12.2%690,0460.5%COM
Confluent, Inc. stock logo
CFLT
Confluent
$3,518,067$326,377 -8.5%125,8250.5%Computer and Technology
Sysco Co. stock logo
SYY
Sysco
$3,501,794$142,369 -3.9%45,7990.5%Consumer Staples
BIOCON LTD INR5
$3,413,0030.0%800,0000.5%COM
Civitas Resources, Inc. stock logo
CIVI
Civitas Resources
$3,373,196$244,579 -6.8%73,5380.5%Oils/Energy
RELIANCE INDUSTRIES LTD INR 10.0
$3,350,469$1,675,235 100.0%236,0000.5%COM
Valero Energy Co. stock logo
VLO
Valero Energy
$3,337,967$80,663 -2.4%27,2290.5%Oils/Energy
NexGen Energy Ltd. stock logo
NXE
NexGen Energy
$3,329,000$94,736 2.9%504,3940.5%Basic Materials
Broadcom Inc. stock logo
AVGO
Broadcom
$3,280,304$232,072 -6.6%14,1490.5%Computer and Technology
Airbnb, Inc. stock logo
ABNB
Airbnb
$3,270,269$265,054 -7.5%24,8860.5%Consumer Discretionary
AstraZeneca PLC stock logo
AZN
AstraZeneca
$3,225,877$999,573 -23.7%49,2350.5%Medical
TD SYNNEX Co. stock logo
SNX
TD SYNNEX
$3,219,024$218,261 7.3%27,4470.5%Computer and Technology
Service Co. International stock logo
SCI
Service Co. International
$3,200,615$17,081 0.5%40,0980.4%Consumer Staples

Showing largest 100 holdings. View all holdings.
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