Stanley-Laman Group, Ltd.

Q2 2026 13F-HR Holdings

Location
Berwyn, PA
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
298
Total value ($000)
$984,238
Net value change ($000)
+169,785 (20.8%)
New positions
33
Sold out positions
29
Turnover %
10.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMD 14,171 176.6%
LRCX 13,488 95.8%
MU 12,510 233.2%
KLAC 11,317 98.9%
TER 9,751 NEW
ARM 9,116 127.7%
COHU 8,871 138.6%
STX 8,456 NEW
MRVL 7,800 195.5%
AMAT 7,351 106.8%
Top Reduces (Value $000, Stocks/ETFs)
META -7,333 -93.6%
ISRG -6,842 -85.0%
ADI -6,010 -100.0%
PTC -3,857 -100.0%
CPRX -3,838 -100.0%
INTU -3,136 -100.0%
CG -3,130 -100.0%
VAL -2,756 -26.6%
OLN -2,121 -33.2%
RELIANCE INDUSTRIES LTD INR 10.0 -1,990 -59.3%
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