Stanley-Laman Group, Ltd.

Q3 2025 13F-HR Holdings

Location
Berwyn, PA
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
252
Total value ($000)
$701,804
Net value change ($000)
+28,505 (4.2%)
New positions
49
Sold out positions
81
Turnover %
38.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 11,754 194.4%
ANET 8,900 NEW
LRCX 8,789 NEW
MPWR 8,502 NEW
KLAC 8,226 NEW
META 8,106 575.7%
ORCL 7,994 1880.9%
TSM 7,961 1290.3%
AMZN 7,811 107.7%
NVDA 7,742 128.5%
Top Reduces (Value $000, Stocks/ETFs)
FRSH -7,399 -100.0%
DDOG -7,368 -100.0%
AMBA -7,344 -100.0%
MDB -6,786 -100.0%
RMBS -6,614 -100.0%
DT -6,538 -100.0%
TEAM -6,359 -100.0%
S -6,353 -100.0%
TWLO -6,095 -100.0%
TENB -6,059 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type