Stanley-Laman Group, Ltd.

Q3 2026 13F-HR Holdings

Location
Berwyn, PA
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
299
Total value ($000)
$915,111
Net value change ($000)
-69,127 (-7.0%)
New positions
19
Sold out positions
18
Turnover %
7.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MDGL 6,543 NEW
GBCI 5,235 NEW
MOS 4,130 NEW
MNTN 4,078 NEW
MSFT 3,678 33.7%
FITB 2,544 NEW
SK HYNIX INC KRW 5000.0 2,255 134.1%
ASB 2,204 NEW
BR 2,203 NEW
ANET 2,007 19.3%
Top Reduces (Value $000, Stocks/ETFs)
KLAC -8,133 -35.7%
LNTH -7,540 -100.0%
LRCX -6,778 -24.6%
TTI -4,970 -49.3%
IONS -4,824 -100.0%
ZETA -4,571 -100.0%
HIG -4,516 -100.0%
AMAT -4,303 -30.2%
GXO -4,010 -100.0%
AIR -3,961 -49.2%
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