Stanley-Laman Group, Ltd. Top Holdings and 13F Report (2025) About Stanley-Laman Group, Ltd.Investment ActivityStanley-Laman Group, Ltd. has $673.30 million in total holdings as of June 30, 2025.Stanley-Laman Group, Ltd. owns shares of 284 different stocks, but just 112 companies or ETFs make up 80% of its holdings.Approximately 12.95% of the portfolio was purchased this quarter.About 18.90% of the portfolio was sold this quarter.This quarter, Stanley-Laman Group, Ltd. has purchased 283 new stocks and bought additional shares in 62 stocks.Stanley-Laman Group, Ltd. sold shares of 114 stocks and completely divested from 27 stocks this quarter.Largest Holdings Microsoft $14,277,177Cameco $13,124,532RTX $9,425,930LINDE PLC F $9,268,496Entergy $7,808,052 Largest New Holdings this Quarter G037AX101 - Ambarella $7,344,050 Holding750917106 - Rambus $6,614,034 Holding90138F102 - Twilio $6,095,381 Holding88025T102 - Tenable $6,059,017 Holding171779309 - Ciena $5,943,271 Holding Largest Purchases this Quarter Ambarella 111,164 shares (about $7.34M)Rambus 103,312 shares (about $6.61M)Twilio 49,014 shares (about $6.10M)Tenable 179,367 shares (about $6.06M)Ciena 73,076 shares (about $5.94M) Largest Sales this Quarter UiPath 604,050 shares (about $7.73M)Snowflake 31,111 shares (about $6.96M)Vanguard S&P 500 ETF 10,062 shares (about $5.72M)Okta 52,404 shares (about $5.24M)Cameco 59,426 shares (about $4.41M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStanley-Laman Group, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$14,277,177$1,834,450 ▼-11.4%28,7032.1%Computer and TechnologyCCJCameco$13,124,532$4,411,192 ▼-25.2%176,8091.9%Basic MaterialsRTXRTX$9,425,930$897,151 ▼-8.7%64,5521.4%AerospaceLINDE PLC F$9,268,496$656,372 ▼-6.6%19,7551.4%COMETREntergy$7,808,052$636,201 ▼-7.5%93,9371.2%UtilitiesAAPLApple$7,425,404$561,763 ▼-7.0%36,1911.1%Computer and TechnologyFRSHFreshworks$7,399,296$789,067 ▼-9.6%496,2641.1%Computer and TechnologyDDOGDatadog$7,368,135$853,801 ▼-10.4%54,8511.1%Computer and TechnologyAMBAAmbarella$7,344,050$7,344,050 ▲New Holding111,1641.1%Computer and TechnologyAMZNAmazon.com$7,249,523$1,574,562 ▲27.7%33,0441.1%Retail/WholesaleMDBMongoDB$6,786,037$724,676 ▼-9.6%32,3161.0%Computer and TechnologyETERNAL LTD$6,694,6530.0%2,173,5131.0%COMPRESTIGE ESTATES PROJECTS INR 10.0$6,688,5640.0%346,0911.0%COMRMBSRambus$6,614,034$6,614,034 ▲New Holding103,3121.0%Computer and TechnologyINTUIntuit$6,547,568$280,396 ▼-4.1%8,3131.0%Computer and TechnologyDTDynatrace$6,538,023$583,680 ▼-8.2%118,4211.0%Computer and TechnologyBHARAT ELECTRONICS LTD INR 1.0$6,517,6010.0%1,326,0961.0%COMTEAMAtlassian$6,358,951$706,550 ▼-10.0%31,3110.9%Computer and TechnologySSentinelOne$6,352,629$733,430 ▼-10.4%347,5180.9%Computer and TechnologyTWLOTwilio$6,095,381$6,095,381 ▲New Holding49,0140.9%Computer and TechnologyTENBTenable$6,059,017$6,059,017 ▲New Holding179,3670.9%Computer and TechnologyGOOGLAlphabet$6,045,094$392,115 ▼-6.1%34,3020.9%Computer and TechnologyNVDANVIDIA$6,026,371$173,631 ▼-2.8%38,1440.9%Computer and TechnologyESTCElastic$5,969,805$656,931 ▼-9.9%70,7910.9%Computer and TechnologyCIENCiena$5,943,271$5,943,271 ▲New Holding73,0760.9%Computer and TechnologyAPPFAppFolio$5,898,622$5,898,622 ▲New Holding25,6150.9%Computer and TechnologySNOWSnowflake$5,803,475$6,961,709 ▼-54.5%25,9350.9%Computer and TechnologyHDFC BANK LTD INR 1.0$5,722,1510.0%245,2800.8%COMTERTeradyne$5,583,133$5,583,133 ▲New Holding62,0900.8%Computer and TechnologyCFLTConfluent$5,514,192$581,966 ▼-9.5%221,1870.8%Computer and TechnologyONTOOnto Innovation$5,444,972$5,444,972 ▲New Holding53,9480.8%Computer and TechnologyCAECAE$5,398,851$514,976 ▼-8.7%184,4500.8%AerospaceHUBSHubSpot$5,373,706$518,223 ▼-8.8%9,6540.8%Computer and TechnologyNBIXNeurocrine Biosciences$5,344,464$1,239,555 ▲30.2%42,5210.8%MedicalTTWOTake-Two Interactive Software$5,304,815$485,214 ▼-8.4%21,8440.8%Consumer DiscretionaryPHParker-Hannifin$5,138,832$588,832 ▼-10.3%7,3570.8%IndustrialsMAMastercard$5,115,423$547,900 ▼-9.7%9,1030.8%Business ServicesVOOVanguard S&P 500 ETF$5,096,991$5,715,583 ▼-52.9%8,9730.8%ETFJBLJabil$4,988,427$1,230,531 ▼-19.8%22,8720.7%Computer and TechnologyVALValaris$4,978,665$70,324 ▲1.4%118,2300.7%EnergyBABoeing$4,930,031$66,421 ▼-1.3%23,5290.7%AerospaceGXOGXO Logistics$4,887,727$19,334 ▼-0.4%100,3640.7%TransportationALAir Lease$4,822,151$489,561 ▼-9.2%82,4440.7%TransportationKLAVIYO INC$4,809,663$569,080 ▼-10.6%143,2300.7%COM SER AINFO EDGE INDIA LTD INR 2.0$4,805,650$4,805,650 ▲New Holding277,1850.7%COMAIRAAR$4,730,482$433,790 ▼-8.4%68,7670.7%AerospaceLNTHLantheus$4,703,430$241,405 ▼-4.9%57,4570.7%MedicalWMWaste Management$4,684,841$348,949 ▼-6.9%20,4740.7%Business ServicesCOSTCostco Wholesale$4,640,911$529,626 ▼-10.2%4,6880.7%Retail/WholesaleCVSCVS Health$4,639,112$846,661 ▼-15.4%67,2530.7%MedicalOSISOSI Systems$4,606,932$1,313,407 ▼-22.2%20,4880.7%Computer and TechnologyFLRFluor$4,598,714$1,014,992 ▼-18.1%89,6960.7%ConstructionCCCSCCC Intelligent Solutions$4,598,046$639,955 ▲16.2%488,6340.7%Computer and TechnologyRAMPLiveRamp$4,486,832$777,332 ▲21.0%135,8000.7%Business ServicesNTNXNutanix$4,455,229$28,971 ▲0.7%58,2840.7%Computer and TechnologyTTITetra Technologies$4,349,218$408,230 ▼-8.6%1,294,4100.6%EnergyAPPNAppian$4,294,824$443,212 ▼-9.4%143,8320.6%Computer and TechnologyCORCencora$4,283,753$1,217,118 ▼-22.1%14,2860.6%MedicalLARSEN plus TOUBRO LTD INR 2.0$4,279,1510.0%100,0000.6%COMOKTAOkta$4,258,722$5,238,828 ▼-55.2%42,6000.6%Computer and TechnologyCGCarlyle Group$4,165,366$338,162 ▼-7.5%81,0380.6%FinanceHONHoneywell International$4,165,012$450,152 ▼-9.8%17,8850.6%Multi-Sector ConglomeratesRELIANCE INDUSTRIES LTD INR 10.0$4,129,4500.0%236,0000.6%COMMCKMcKesson$4,121,238$2,054,757 ▼-33.3%5,6240.6%MedicalBRKRBruker$4,115,468$500,745 ▲13.9%99,8900.6%Computer and TechnologyUUUUEnergy Fuels$4,107,352$65,332 ▲1.6%714,3220.6%Basic MaterialsHCSGHealthcare Services Group$4,100,019$1,259,349 ▼-23.5%272,7890.6%Business ServicesAVGOBroadcom$4,078,517$188,269 ▼-4.4%14,7960.6%Computer and TechnologyPTCPTC$4,078,426$360,708 ▼-8.1%23,6650.6%Computer and TechnologyLHXL3Harris Technologies$4,075,411$355,191 ▼-8.0%16,2470.6%AerospaceADPAutomatic Data Processing$4,059,992$375,006 ▼-8.5%13,1650.6%Computer and TechnologyHIGThe Hartford Insurance Group$4,056,514$294,336 ▼-6.8%31,9740.6%FinanceADMArcher Daniels Midland$3,978,701$354,628 ▼-8.2%75,3830.6%Consumer StaplesNXPINXP Semiconductors$3,948,551$497,720 ▼-11.2%18,0720.6%Computer and TechnologyMRVLMarvell Technology$3,924,216$800,633 ▲25.6%50,7000.6%Computer and TechnologySPSCSPS Commerce$3,897,482$664,936 ▲20.6%28,6390.6%Business ServicesAONAON$3,889,754$326,435 ▼-7.7%10,9030.6%FinanceKEXKirby$3,883,272$418,937 ▼-9.7%34,2410.6%TransportationIBKRInteractive Brokers Group$3,832,284$2,787,302 ▲266.7%69,1620.6%FinanceGSKGSK$3,757,202$986,417 ▼-20.8%97,8440.6%MedicalPSTGPure Storage$3,715,753$347,668 ▼-8.6%64,5320.6%Computer and TechnologyWFRDWeatherford International$3,627,200$651,414 ▲21.9%72,0970.5%EnergyAZNAstraZeneca$3,564,099$548,280 ▼-13.3%51,0030.5%MedicalLMTLockheed Martin$3,552,115$251,010 ▼-6.6%7,6700.5%AerospaceSYYSysco$3,472,832$45,974 ▼-1.3%45,8520.5%Consumer StaplesTJXTJX Companies$3,468,462$902,218 ▼-20.6%28,0870.5%Retail/WholesaleSNXTD SYNNEX$3,464,289$145,878 ▼-4.0%25,5290.5%Computer and TechnologyFNBF.N.B.$3,439,889$3,439,889 ▲New Holding235,9320.5%FinanceSNASnap-On$3,439,691$316,150 ▼-8.4%11,0540.5%Consumer DiscretionaryAMGNAmgen$3,415,866$273,906 ▼-7.4%12,2340.5%MedicalSFStifel Financial$3,402,257$238,281 ▼-6.5%32,7830.5%FinanceHANWHA AEROSPACE CO LTD KRW 5000.0$3,330,8000.0%5,3010.5%COMWTTRSelect Water Solutions$3,272,611$404,888 ▲14.1%378,7740.5%Business ServicesCVXChevron$3,242,460$296,696 ▼-8.4%22,6440.5%EnergyELVElevance Health$3,229,296$254,003 ▼-7.3%8,3020.5%MedicalVLOValero Energy$3,218,020$292,364 ▼-8.3%23,9400.5%EnergyNXENexGen Energy$3,130,315$291,480 ▼-8.5%451,0540.5%Basic MaterialsCPRXCatalyst Pharmaceuticals$3,125,212$8,875 ▼-0.3%144,0190.5%MedicalLLYEli Lilly and Company$3,094,046$1,163,873 ▼-27.3%3,9690.5%MedicalUNPUnion Pacific$3,083,133$285,535 ▼-8.5%13,4000.5%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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