Filed: 8/5/2026ACC: 0001376474-26-000532
📋 What this filing means
STANLEY-LAMAN GROUP, LTD. filed this quarterly 13F‑HR report disclosing 298 equity positions with a total reported market value of $984.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
298
Positions
$984.24M
Total AUM (reported)
29.05M
Total Shares
Allocation by class
COM$691.49M70.3%
COM NEW$57.24M5.8%
SPONSORED ADR$44.57M4.5%
CL A$35.97M3.7%
CAP STK CL A$26.69M2.7%
ORD SHS$18.28M1.9%
N Y REGISTRY SHS$18.06M1.8%
Portfolio Concentration
Top 3$77.02M7.8%
4–10$123.39M12.5%
11–25$180.74M18.4%
Rest$603.09M61.3%
Top 3 weight
7.8%
Top 10 weight
20.4%
Voting Authority Distribution
Total shares with voting rights: 29.05M
Sole
Full voting authority
29.05M
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)
Sole298
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings298
Rows:
LAM RESH CORP
SOLEShares63.63K
TypeSH
Market value$27.57M
2.80%
Sole
63.63K
Shared
0.00
None
0.00
ALPHABET INC CLASS A
SOLEShares74.68K
TypeSH
Market value$26.69M
2.71%
Sole
74.68K
Shared
0.00
None
0.00
KLA CORP
SOLEShares75.44K
TypeSH
Market value$22.76M
2.31%
Sole
75.44K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES I
SOLEShares38.20K
TypeSH
Market value$22.19M
2.25%
Sole
38.20K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares77.57K
TypeSH
Market value$18.49M
1.88%
Sole
77.57K
Shared
0.00
None
0.00
ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLEShares9.08K
TypeSH
Market value$18.06M
1.83%
Sole
9.08K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares15.49K
TypeSH
Market value$17.88M
1.82%
Sole
15.49K
Shared
0.00
None
0.00
ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLEShares45.84K
TypeSH
Market value$16.25M
1.65%
Sole
45.84K
Shared
0.00
None
0.00
COHU INC
SOLEShares206.62K
TypeSH
Market value$15.27M
1.55%
Sole
206.62K
Shared
0.00
None
0.00
RTX CORP
SOLEShares80.36K
TypeSH
Market value$15.25M
1.55%
Sole
80.36K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares74.66K
TypeSH
Market value$14.94M
1.52%
Sole
74.66K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS
SOLEShares30.80K
TypeSH
Market value$14.71M
1.49%
Sole
30.80K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares19.69K
TypeSH
Market value$14.24M
1.45%
Sole
19.69K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares35.45K
TypeSH
Market value$13.39M
1.36%
Sole
35.45K
Shared
0.00
None
0.00
CAMECO CORP F
SOLEShares129.59K
TypeSH
Market value$13.20M
1.34%
Sole
129.59K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares9.17K
TypeSH
Market value$12.68M
1.29%
Sole
9.17K
Shared
0.00
None
0.00
APPLE INC
SOLEShares42.51K
TypeSH
Market value$12.30M
1.25%
Sole
42.51K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares39.58K
TypeSH
Market value$11.79M
1.20%
Sole
39.58K
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares95.77K
TypeSH
Market value$11.00M
1.12%
Sole
95.77K
Shared
0.00
None
0.00
ONTO INNOVATION INC
SOLEShares29.02K
TypeSH
Market value$10.98M
1.12%
Sole
29.02K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares29.24K
TypeSH
Market value$10.91M
1.11%
Sole
29.24K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares61.29K
TypeSH
Market value$10.41M
1.06%
Sole
61.29K
Shared
0.00
None
0.00
LINDE PLC F
SOLEShares19.95K
TypeSH
Market value$10.35M
1.05%
Sole
19.95K
Shared
0.00
None
0.00
TETRA TECHNOLOGIES INC D
SOLEShares890.02K
TypeSH
Market value$10.08M
1.02%
Sole
890.02K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares20.15K
TypeSH
Market value$9.75M
0.99%
Sole
20.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LAM RESH CORPSOLE | COM NEW | 63.63K | SH | $27.57M 2.80% | 63.63K | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | CAP STK CL A | 74.68K | SH | $26.69M 2.71% | 74.68K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 75.44K | SH | $22.76M 2.31% | 75.44K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES ISOLE | COM | 38.20K | SH | $22.19M 2.25% | 38.20K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 77.57K | SH | $18.49M 1.88% | 77.57K | 0.00 | 0.00 |
ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | N Y REGISTRY SHS | 9.08K | SH | $18.06M 1.83% | 9.08K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 15.49K | SH | $17.88M 1.82% | 15.49K | 0.00 | 0.00 |
ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | SPONSORED ADR | 45.84K | SH | $16.25M 1.65% | 45.84K | 0.00 | 0.00 |
COHU INCSOLE | COM | 206.62K | SH | $15.27M 1.55% | 206.62K | 0.00 | 0.00 |
RTX CORPSOLE | COM | 80.36K | SH | $15.25M 1.55% | 80.36K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 74.66K | SH | $14.94M 1.52% | 74.66K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHSSOLE | SPONSORED ADR | 30.80K | SH | $14.71M 1.49% | 30.80K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 19.69K | SH | $14.24M 1.45% | 19.69K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 35.45K | SH | $13.39M 1.36% | 35.45K | 0.00 | 0.00 |
CAMECO CORP FSOLE | COM | 129.59K | SH | $13.20M 1.34% | 129.59K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 9.17K | SH | $12.68M 1.29% | 9.17K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 42.51K | SH | $12.30M 1.25% | 42.51K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 39.58K | SH | $11.79M 1.20% | 39.58K | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 95.77K | SH | $11.00M 1.12% | 95.77K | 0.00 | 0.00 |
ONTO INNOVATION INCSOLE | COM | 29.02K | SH | $10.98M 1.12% | 29.02K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 29.24K | SH | $10.91M 1.11% | 29.24K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 61.29K | SH | $10.41M 1.06% | 61.29K | 0.00 | 0.00 |
LINDE PLC FSOLE | COM | 19.95K | SH | $10.35M 1.05% | 19.95K | 0.00 | 0.00 |
TETRA TECHNOLOGIES INC DSOLE | COM | 890.02K | SH | $10.08M 1.02% | 890.02K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 20.15K | SH | $9.75M 0.99% | 20.15K | 0.00 | 0.00 |
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