Filed: 4/16/2026ACC: 0001376474-26-000292
📋 What this filing means
STANLEY-LAMAN GROUP, LTD. filed this quarterly 13F‑HR report disclosing 295 equity positions with a total reported market value of $814.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
295
Positions
$814.45M
Total AUM (reported)
334.73M
Total Shares
Allocation by class
COM$581.38M71.4%
CL A$40.39M5.0%
COM NEW$37.64M4.6%
SPONSORED ADR$34.17M4.2%
CAP STK CL A$21.86M2.7%
N Y REGISTRY SHS$12.31M1.5%
COM CL A$11.97M1.5%
Portfolio Concentration
Top 3$54.10M6.6%
4–10$87.57M10.8%
11–25$130.91M16.1%
Rest$541.87M66.5%
Top 3 weight
6.6%
Top 10 weight
17.4%
Voting Authority Distribution
Total shares with voting rights: 334.73M
Sole
Full voting authority
334.73M
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)
Sole295
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings295
Rows:
ALPHABET INC CLASS CLASS A
SOLEShares76K
TypeSH
Market value$21.86M
2.68%
Sole
76K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares78.72K
TypeSH
Market value$16.40M
2.01%
Sole
78.72K
Shared
0.00
None
0.00
RTX CORP
SOLEShares82.18K
TypeSH
Market value$15.85M
1.95%
Sole
82.18K
Shared
0.00
None
0.00
CAMECO CORP F
SOLEShares130.63K
TypeSH
Market value$14.19M
1.74%
Sole
130.63K
Shared
0.00
None
0.00
LAM RESH CORP
SOLEShares65.92K
TypeSH
Market value$14.08M
1.73%
Sole
65.92K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares77.46K
TypeSH
Market value$13.51M
1.66%
Sole
77.46K
Shared
0.00
None
0.00
ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLEShares9.32K
TypeSH
Market value$12.31M
1.51%
Sole
9.32K
Shared
0.00
None
0.00
KLA CORP
SOLEShares7.77K
TypeSH
Market value$11.45M
1.41%
Sole
7.77K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares35.94K
TypeSH
Market value$11.12M
1.37%
Sole
35.94K
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares97.06K
TypeSH
Market value$10.91M
1.34%
Sole
97.06K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares29.36K
TypeSH
Market value$10.87M
1.33%
Sole
29.36K
Shared
0.00
None
0.00
APPLE INC
SOLEShares42.69K
TypeSH
Market value$10.83M
1.33%
Sole
42.69K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS
SOLEShares31.46K
TypeSH
Market value$10.63M
1.31%
Sole
31.46K
Shared
0.00
None
0.00
VALARIS LTD F
SOLEShares105.83K
TypeSH
Market value$10.38M
1.27%
Sole
105.83K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares9.44K
TypeSH
Market value$10.32M
1.27%
Sole
9.44K
Shared
0.00
None
0.00
LINDE PLC F
SOLEShares20.09K
TypeSH
Market value$9.96M
1.22%
Sole
20.09K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares17.46K
TypeSH
Market value$8.05M
0.99%
Sole
17.46K
Shared
0.00
None
0.00
ADVANCED MICRO DEVIC
SOLEShares39.44K
TypeSH
Market value$8.02M
0.99%
Sole
39.44K
Shared
0.00
None
0.00
META PLATFORMS INC CLASS CLASS A
SOLEShares13.70K
TypeSH
Market value$7.84M
0.96%
Sole
13.70K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares62.98K
TypeSH
Market value$7.73M
0.95%
Sole
62.98K
Shared
0.00
None
0.00
TETRA TECHNOLOGIES INC D
SOLEShares896.82K
TypeSH
Market value$7.64M
0.94%
Sole
896.82K
Shared
0.00
None
0.00
VERTIV HLDGS CO CLASS CLASS A
SOLEShares29.30K
TypeSH
Market value$7.34M
0.90%
Sole
29.30K
Shared
0.00
None
0.00
WEATHERFORD INTL PLC F
SOLEShares76.93K
TypeSH
Market value$7.28M
0.89%
Sole
76.93K
Shared
0.00
None
0.00
ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLEShares47.19K
TypeSH
Market value$7.14M
0.88%
Sole
47.19K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares20.14K
TypeSH
Market value$6.88M
0.85%
Sole
20.14K
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 | 76K | SH | $21.86M 2.68% | 76K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 78.72K | SH | $16.40M 2.01% | 78.72K | 0.00 | 0.00 |
RTX CORPSOLE | COM | 82.18K | SH | $15.85M 1.95% | 82.18K | 0.00 | 0.00 |
CAMECO CORP FSOLE | COM | 130.63K | SH | $14.19M 1.74% | 130.63K | 0.00 | 0.00 |
LAM RESH CORPSOLE | COM NEW | 65.92K | SH | $14.08M 1.73% | 65.92K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 77.46K | SH | $13.51M 1.66% | 77.46K | 0.00 | 0.00 |
ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | N Y REGISTRY SHS | 9.32K | SH | $12.31M 1.51% | 9.32K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 7.77K | SH | $11.45M 1.41% | 7.77K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 35.94K | SH | $11.12M 1.37% | 35.94K | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 97.06K | SH | $10.91M 1.34% | 97.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 29.36K | SH | $10.87M 1.33% | 29.36K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 42.69K | SH | $10.83M 1.33% | 42.69K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHSSOLE | SPONSORED ADR | 31.46K | SH | $10.63M 1.31% | 31.46K | 0.00 | 0.00 |
VALARIS LTD FSOLE | CL A | 105.83K | SH | $10.38M 1.27% | 105.83K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 9.44K | SH | $10.32M 1.27% | 9.44K | 0.00 | 0.00 |
LINDE PLC FSOLE | COM | 20.09K | SH | $9.96M 1.22% | 20.09K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 17.46K | SH | $8.05M 0.99% | 17.46K | 0.00 | 0.00 |
ADVANCED MICRO DEVICSOLE | COM | 39.44K | SH | $8.02M 0.99% | 39.44K | 0.00 | 0.00 |
META PLATFORMS INC CLASS CLASS ASOLE | CL A | 13.70K | SH | $7.84M 0.96% | 13.70K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 62.98K | SH | $7.73M 0.95% | 62.98K | 0.00 | 0.00 |
TETRA TECHNOLOGIES INC DSOLE | COM | 896.82K | SH | $7.64M 0.94% | 896.82K | 0.00 | 0.00 |
VERTIV HLDGS CO CLASS CLASS ASOLE | COM CL A | 29.30K | SH | $7.34M 0.90% | 29.30K | 0.00 | 0.00 |
WEATHERFORD INTL PLC FSOLE | ORD SHS | 76.93K | SH | $7.28M 0.89% | 76.93K | 0.00 | 0.00 |
ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | SPONSORED ADR | 47.19K | SH | $7.14M 0.88% | 47.19K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 20.14K | SH | $6.88M 0.85% | 20.14K | 0.00 | 0.00 |
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