Filed: 10/20/2026ACC: 0001376474-26-000662
📋 What this filing means
STANLEY-LAMAN GROUP, LTD. filed this quarterly 13F‑HR report disclosing 299 equity positions with a total reported market value of $915.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
299
Positions
$915.11M
Total AUM (reported)
29.20M
Total Shares
Allocation by class
COM$657.38M71.8%
COM NEW$41.20M4.5%
SPONSORED ADR$39.70M4.3%
CL A$36.59M4.0%
CAP STK CL A$25.31M2.8%
ORD SHS$18.77M2.1%
N Y REGISTRY SHS$16.27M1.8%
Portfolio Concentration
Top 3$69.22M7.6%
4–10$111.83M12.2%
11–25$166.41M18.2%
Rest$567.65M62.0%
Top 3 weight
7.6%
Top 10 weight
19.8%
Voting Authority Distribution
Total shares with voting rights: 29.20M
Sole
Full voting authority
29.20M
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)
Sole299
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings299
Rows:
ALPHABET INC CLASS A
SOLEShares73.54K
TypeSH
Market value$25.31M
2.77%
Sole
73.54K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES I
SOLEShares37.80K
TypeSH
Market value$23.12M
2.53%
Sole
37.80K
Shared
0.00
None
0.00
LAM RESH CORP
SOLEShares63.30K
TypeSH
Market value$20.79M
2.27%
Sole
63.30K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares75.92K
TypeSH
Market value$18.92M
2.07%
Sole
75.92K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares73.20K
TypeSH
Market value$16.72M
1.83%
Sole
73.20K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares15.39K
TypeSH
Market value$16.39M
1.79%
Sole
15.39K
Shared
0.00
None
0.00
ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLEShares8.98K
TypeSH
Market value$16.27M
1.78%
Sole
8.98K
Shared
0.00
None
0.00
KLA CORP
SOLEShares75.05K
TypeSH
Market value$14.63M
1.60%
Sole
75.05K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares28.44K
TypeSH
Market value$14.59M
1.59%
Sole
28.44K
Shared
0.00
None
0.00
RTX CORP
SOLEShares77.12K
TypeSH
Market value$14.32M
1.56%
Sole
77.12K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS
SOLEShares30.47K
TypeSH
Market value$13.90M
1.52%
Sole
30.47K
Shared
0.00
None
0.00
APPLE INC
SOLEShares41.73K
TypeSH
Market value$13.90M
1.52%
Sole
41.73K
Shared
0.00
None
0.00
ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLEShares45.57K
TypeSH
Market value$13.20M
1.44%
Sole
45.57K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares61K
TypeSH
Market value$12.42M
1.36%
Sole
61K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares35.19K
TypeSH
Market value$12.36M
1.35%
Sole
35.19K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares9.13K
TypeSH
Market value$12.30M
1.34%
Sole
9.13K
Shared
0.00
None
0.00
COHU INC
SOLEShares175.34K
TypeSH
Market value$11.95M
1.31%
Sole
175.34K
Shared
0.00
None
0.00
CAMECO CORP F
SOLEShares126.37K
TypeSH
Market value$10.95M
1.20%
Sole
126.37K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares38.48K
TypeSH
Market value$10.17M
1.11%
Sole
38.48K
Shared
0.00
None
0.00
HEWLETT PACKARD ENTERPRI
SOLEShares156.86K
TypeSH
Market value$10.02M
1.10%
Sole
156.86K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares19.42K
TypeSH
Market value$9.93M
1.09%
Sole
19.42K
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares93.68K
TypeSH
Market value$9.30M
1.02%
Sole
93.68K
Shared
0.00
None
0.00
LINDE PLC F
SOLEShares19.52K
TypeSH
Market value$9.27M
1.01%
Sole
19.52K
Shared
0.00
None
0.00
ONTO INNOVATION INC
SOLEShares28.29K
TypeSH
Market value$8.71M
0.95%
Sole
28.29K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares20.07K
TypeSH
Market value$8.05M
0.88%
Sole
20.07K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INC CLASS ASOLE | CAP STK CL A | 73.54K | SH | $25.31M 2.77% | 73.54K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES ISOLE | COM | 37.80K | SH | $23.12M 2.53% | 37.80K | 0.00 | 0.00 |
LAM RESH CORPSOLE | COM NEW | 63.30K | SH | $20.79M 2.27% | 63.30K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 75.92K | SH | $18.92M 2.07% | 75.92K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 73.20K | SH | $16.72M 1.83% | 73.20K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 15.39K | SH | $16.39M 1.79% | 15.39K | 0.00 | 0.00 |
ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | N Y REGISTRY SHS | 8.98K | SH | $16.27M 1.78% | 8.98K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 75.05K | SH | $14.63M 1.60% | 75.05K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 28.44K | SH | $14.59M 1.59% | 28.44K | 0.00 | 0.00 |
RTX CORPSOLE | COM | 77.12K | SH | $14.32M 1.56% | 77.12K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHSSOLE | SPONSORED ADR | 30.47K | SH | $13.90M 1.52% | 30.47K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 41.73K | SH | $13.90M 1.52% | 41.73K | 0.00 | 0.00 |
ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | SPONSORED ADR | 45.57K | SH | $13.20M 1.44% | 45.57K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 61K | SH | $12.42M 1.36% | 61K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 35.19K | SH | $12.36M 1.35% | 35.19K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 9.13K | SH | $12.30M 1.34% | 9.13K | 0.00 | 0.00 |
COHU INCSOLE | COM | 175.34K | SH | $11.95M 1.31% | 175.34K | 0.00 | 0.00 |
CAMECO CORP FSOLE | COM | 126.37K | SH | $10.95M 1.20% | 126.37K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 38.48K | SH | $10.17M 1.11% | 38.48K | 0.00 | 0.00 |
HEWLETT PACKARD ENTERPRISOLE | COM | 156.86K | SH | $10.02M 1.10% | 156.86K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 19.42K | SH | $9.93M 1.09% | 19.42K | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 93.68K | SH | $9.30M 1.02% | 93.68K | 0.00 | 0.00 |
LINDE PLC FSOLE | COM | 19.52K | SH | $9.27M 1.01% | 19.52K | 0.00 | 0.00 |
ONTO INNOVATION INCSOLE | COM | 28.29K | SH | $8.71M 0.95% | 28.29K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 20.07K | SH | $8.05M 0.88% | 20.07K | 0.00 | 0.00 |
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