Stanley-Laman Group, Ltd.

Q1 2026 13F-HR Holdings

Location
Berwyn, PA
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
295
Total value ($000)
$814,453
Net value change ($000)
+27,509 (3.5%)
New positions
32
Sold out positions
43
Turnover %
10.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VRT 6,805 1267.2%
AMAT 6,348 1184.3%
ADI 6,010 NEW
HPE 6,000 NEW
MU 5,365 NEW
VAL 4,220 68.6%
PBR 3,627 NEW
NDAQ 3,600 619.6%
MRTN 3,578 NEW
LRCX 2,891 25.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -10,491 -49.1%
PANW -6,949 -83.3%
ORCL -5,780 -100.0%
SNPS -5,735 -96.1%
CDNS -5,428 -100.0%
CCC -4,152 -100.0%
RAMP -4,135 -100.0%
GDDY -2,954 -100.0%
VOO -2,855 -31.9%
NTNX -2,843 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type