Filed: 10/22/2025ACC: 0001376474-25-000855
📋 What this filing means
STANLEY-LAMAN GROUP, LTD. filed this quarterly 13F‑HR report disclosing 252 equity positions with a total reported market value of $701.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
252
Positions
$701.80M
Total AUM (reported)
360.30M
Total Shares
Allocation by class
COM$526.08M75.0%
CL A$42.71M6.1%
SPONSORED ADR$29.05M4.1%
COM NEW$25.06M3.6%
CAP STK CL A$17.80M2.5%
COM SHS$8.90M1.3%
N Y REGISTRY SHS$8.88M1.3%
Portfolio Concentration
Top 3$53.79M7.7%
4–10$76.32M10.9%
11–25$114.50M16.3%
Rest$457.20M65.1%
Top 3 weight
7.7%
Top 10 weight
18.5%
Voting Authority Distribution
Total shares with voting rights: 360.30M
Sole
Full voting authority
360.30M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole252
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings252
Rows:
MICROSOFT CORP
SOLEShares40.41K
TypeSH
Market value$20.93M
2.98%
Sole
40.41K
Shared
0.00
None
0.00
ALPHABET INC CLASS CLASS A
SOLEShares73.22K
TypeSH
Market value$17.80M
2.54%
Sole
73.22K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares68.59K
TypeSH
Market value$15.06M
2.15%
Sole
68.59K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares73.79K
TypeSH
Market value$13.77M
1.96%
Sole
73.79K
Shared
0.00
None
0.00
CAMECO CORP F
SOLEShares154.82K
TypeSH
Market value$12.98M
1.85%
Sole
154.82K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares34.38K
TypeSH
Market value$11.34M
1.62%
Sole
34.38K
Shared
0.00
None
0.00
RTX CORP
SOLEShares63.56K
TypeSH
Market value$10.64M
1.52%
Sole
63.56K
Shared
0.00
None
0.00
META PLATFORMS INC CLASS A
SOLEShares12.96K
TypeSH
Market value$9.51M
1.36%
Sole
12.96K
Shared
0.00
None
0.00
APPLE INC
SOLEShares36.03K
TypeSH
Market value$9.17M
1.31%
Sole
36.03K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares61.08K
TypeSH
Market value$8.90M
1.27%
Sole
61.08K
Shared
0.00
None
0.00
ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLEShares9.18K
TypeSH
Market value$8.88M
1.27%
Sole
9.18K
Shared
0.00
None
0.00
LAM RESH CORP
SOLEShares65.64K
TypeSH
Market value$8.79M
1.25%
Sole
65.64K
Shared
0.00
None
0.00
LINDE PLC F
SOLEShares18.20K
TypeSH
Market value$8.64M
1.23%
Sole
18.20K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS
SOLEShares30.71K
TypeSH
Market value$8.58M
1.22%
Sole
30.71K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares9.23K
TypeSH
Market value$8.50M
1.21%
Sole
9.23K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares29.94K
TypeSH
Market value$8.42M
1.20%
Sole
29.94K
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares89.46K
TypeSH
Market value$8.34M
1.19%
Sole
89.46K
Shared
0.00
None
0.00
KLA CORP
SOLEShares7.63K
TypeSH
Market value$8.23M
1.17%
Sole
7.63K
Shared
0.00
None
0.00
TETRA TECHNOLOGIES INC D
SOLEShares1.29M
TypeSH
Market value$7.39M
1.05%
Sole
1.29M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares34.15K
TypeSH
Market value$6.95M
0.99%
Sole
34.15K
Shared
0.00
None
0.00
ENERGY FUELS INC F
SOLEShares445.12K
TypeSH
Market value$6.83M
0.97%
Sole
445.12K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares12.88K
TypeSH
Market value$6.35M
0.91%
Sole
12.88K
Shared
0.00
None
0.00
ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLEShares43.95K
TypeSH
Market value$6.22M
0.89%
Sole
43.95K
Shared
0.00
None
0.00
ADVANCED MICRO DEVIC
SOLEShares38.27K
TypeSH
Market value$6.19M
0.88%
Sole
38.27K
Shared
0.00
None
0.00
CADENCE DESIGN SYS INC
SOLEShares17.59K
TypeSH
Market value$6.18M
0.88%
Sole
17.59K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 40.41K | SH | $20.93M 2.98% | 40.41K | 0.00 | 0.00 |
ALPHABET INC CLASS CLASS ASOLE | CAP STK CL A | 73.22K | SH | $17.80M 2.54% | 73.22K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 68.59K | SH | $15.06M 2.15% | 68.59K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 73.79K | SH | $13.77M 1.96% | 73.79K | 0.00 | 0.00 |
CAMECO CORP FSOLE | COM | 154.82K | SH | $12.98M 1.85% | 154.82K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 34.38K | SH | $11.34M 1.62% | 34.38K | 0.00 | 0.00 |
RTX CORPSOLE | COM | 63.56K | SH | $10.64M 1.52% | 63.56K | 0.00 | 0.00 |
META PLATFORMS INC CLASS ASOLE | CL A | 12.96K | SH | $9.51M 1.36% | 12.96K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 36.03K | SH | $9.17M 1.31% | 36.03K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 61.08K | SH | $8.90M 1.27% | 61.08K | 0.00 | 0.00 |
ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | N Y REGISTRY SHS | 9.18K | SH | $8.88M 1.27% | 9.18K | 0.00 | 0.00 |
LAM RESH CORPSOLE | COM NEW | 65.64K | SH | $8.79M 1.25% | 65.64K | 0.00 | 0.00 |
LINDE PLC FSOLE | COM | 18.20K | SH | $8.64M 1.23% | 18.20K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHSSOLE | SPONSORED ADR | 30.71K | SH | $8.58M 1.22% | 30.71K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 9.23K | SH | $8.50M 1.21% | 9.23K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 29.94K | SH | $8.42M 1.20% | 29.94K | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 89.46K | SH | $8.34M 1.19% | 89.46K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 7.63K | SH | $8.23M 1.17% | 7.63K | 0.00 | 0.00 |
TETRA TECHNOLOGIES INC DSOLE | COM | 1.29M | SH | $7.39M 1.05% | 1.29M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 34.15K | SH | $6.95M 0.99% | 34.15K | 0.00 | 0.00 |
ENERGY FUELS INC FSOLE | COM | 445.12K | SH | $6.83M 0.97% | 445.12K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 12.88K | SH | $6.35M 0.91% | 12.88K | 0.00 | 0.00 |
ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | SPONSORED ADR | 43.95K | SH | $6.22M 0.89% | 43.95K | 0.00 | 0.00 |
ADVANCED MICRO DEVICSOLE | COM | 38.27K | SH | $6.19M 0.88% | 38.27K | 0.00 | 0.00 |
CADENCE DESIGN SYS INCSOLE | COM | 17.59K | SH | $6.18M 0.88% | 17.59K | 0.00 | 0.00 |
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