Filed: 1/23/2026ACC: 0001376474-26-000069
📋 What this filing means
STANLEY-LAMAN GROUP, LTD. filed this quarterly 13F‑HR report disclosing 306 equity positions with a total reported market value of $786.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
306
Positions
$786.94M
Total AUM (reported)
344.32M
Total Shares
Allocation by class
COM$580.79M73.8%
CL A$44.36M5.6%
COM NEW$33.59M4.3%
SPONSORED ADR$29.94M3.8%
CAP STK CL A$23.39M3.0%
N Y REGISTRY SHS$9.80M1.2%
S&P 500 ETF SHS$8.96M1.1%
Portfolio Concentration
Top 3$62.33M7.9%
4–10$85.47M10.9%
11–25$125.30M15.9%
Rest$513.85M65.3%
Top 3 weight
7.9%
Top 10 weight
18.8%
Voting Authority Distribution
Total shares with voting rights: 344.32M
Sole
Full voting authority
344.32M
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)
Sole306
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings306
Rows:
ALPHABET INC CLASS CLASS A
SOLEShares74.74K
TypeSH
Market value$23.39M
2.97%
Sole
74.74K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares44.16K
TypeSH
Market value$21.36M
2.71%
Sole
44.16K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares76.14K
TypeSH
Market value$17.58M
2.23%
Sole
76.14K
Shared
0.00
None
0.00
RTX CORP
SOLEShares80.31K
TypeSH
Market value$14.73M
1.87%
Sole
80.31K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares74.77K
TypeSH
Market value$13.94M
1.77%
Sole
74.77K
Shared
0.00
None
0.00
CAMECO CORP F
SOLEShares140.07K
TypeSH
Market value$12.82M
1.63%
Sole
140.07K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares34.94K
TypeSH
Market value$12.09M
1.54%
Sole
34.94K
Shared
0.00
None
0.00
LAM RESH CORP
SOLEShares65.39K
TypeSH
Market value$11.19M
1.42%
Sole
65.39K
Shared
0.00
None
0.00
APPLE INC
SOLEShares40.07K
TypeSH
Market value$10.89M
1.38%
Sole
40.07K
Shared
0.00
None
0.00
ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLEShares9.16K
TypeSH
Market value$9.80M
1.25%
Sole
9.16K
Shared
0.00
None
0.00
TETRA TECHNOLOGIES INC D
SOLEShares1.03M
TypeSH
Market value$9.63M
1.22%
Sole
1.03M
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares16.73K
TypeSH
Market value$9.47M
1.20%
Sole
16.73K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS
SOLEShares30.72K
TypeSH
Market value$9.34M
1.19%
Sole
30.72K
Shared
0.00
None
0.00
KLA CORP
SOLEShares7.62K
TypeSH
Market value$9.26M
1.18%
Sole
7.62K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares14.29K
TypeSH
Market value$8.96M
1.14%
Sole
14.29K
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares94.43K
TypeSH
Market value$8.73M
1.11%
Sole
94.43K
Shared
0.00
None
0.00
META PLATFORMS INC CLASS A
SOLEShares12.70K
TypeSH
Market value$8.38M
1.07%
Sole
12.70K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares9.24K
TypeSH
Market value$8.37M
1.06%
Sole
9.24K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares45.27K
TypeSH
Market value$8.34M
1.06%
Sole
45.27K
Shared
0.00
None
0.00
LINDE PLC F
SOLEShares19.24K
TypeSH
Market value$8.21M
1.04%
Sole
19.24K
Shared
0.00
None
0.00
ADVANCED MICRO DEVIC
SOLEShares38.22K
TypeSH
Market value$8.18M
1.04%
Sole
38.22K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares61.15K
TypeSH
Market value$8.01M
1.02%
Sole
61.15K
Shared
0.00
None
0.00
MASTERCARD INC CLASS CLASS A
SOLEShares12.81K
TypeSH
Market value$7.31M
0.93%
Sole
12.81K
Shared
0.00
None
0.00
ELI LILLY AND CO
SOLEShares6.46K
TypeSH
Market value$6.95M
0.88%
Sole
6.46K
Shared
0.00
None
0.00
VALARIS LTD F
SOLEShares122.12K
TypeSH
Market value$6.15M
0.78%
Sole
122.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INC CLASS CLASS ASOLE | CAP STK CL A | 74.74K | SH | $23.39M 2.97% | 74.74K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 44.16K | SH | $21.36M 2.71% | 44.16K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 76.14K | SH | $17.58M 2.23% | 76.14K | 0.00 | 0.00 |
RTX CORPSOLE | COM | 80.31K | SH | $14.73M 1.87% | 80.31K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 74.77K | SH | $13.94M 1.77% | 74.77K | 0.00 | 0.00 |
CAMECO CORP FSOLE | COM | 140.07K | SH | $12.82M 1.63% | 140.07K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 34.94K | SH | $12.09M 1.54% | 34.94K | 0.00 | 0.00 |
LAM RESH CORPSOLE | COM NEW | 65.39K | SH | $11.19M 1.42% | 65.39K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 40.07K | SH | $10.89M 1.38% | 40.07K | 0.00 | 0.00 |
ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | N Y REGISTRY SHS | 9.16K | SH | $9.80M 1.25% | 9.16K | 0.00 | 0.00 |
TETRA TECHNOLOGIES INC DSOLE | COM | 1.03M | SH | $9.63M 1.22% | 1.03M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 16.73K | SH | $9.47M 1.20% | 16.73K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHSSOLE | SPONSORED ADR | 30.72K | SH | $9.34M 1.19% | 30.72K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 7.62K | SH | $9.26M 1.18% | 7.62K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | S&P 500 ETF SHS | 14.29K | SH | $8.96M 1.14% | 14.29K | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 94.43K | SH | $8.73M 1.11% | 94.43K | 0.00 | 0.00 |
META PLATFORMS INC CLASS ASOLE | CL A | 12.70K | SH | $8.38M 1.07% | 12.70K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 9.24K | SH | $8.37M 1.06% | 9.24K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 45.27K | SH | $8.34M 1.06% | 45.27K | 0.00 | 0.00 |
LINDE PLC FSOLE | COM | 19.24K | SH | $8.21M 1.04% | 19.24K | 0.00 | 0.00 |
ADVANCED MICRO DEVICSOLE | COM | 38.22K | SH | $8.18M 1.04% | 38.22K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 61.15K | SH | $8.01M 1.02% | 61.15K | 0.00 | 0.00 |
MASTERCARD INC CLASS CLASS ASOLE | CL A | 12.81K | SH | $7.31M 0.93% | 12.81K | 0.00 | 0.00 |
ELI LILLY AND COSOLE | COM | 6.46K | SH | $6.95M 0.88% | 6.46K | 0.00 | 0.00 |
VALARIS LTD FSOLE | CL A | 122.12K | SH | $6.15M 0.78% | 122.12K | 0.00 | 0.00 |
Page 1 of 13
…