account_balance
Investment manager · 13F filer · SEC CIK 1601489
Stanley-Laman Group, Ltd.
Reported value$984Mas of Jun 30, 2026
Positions298 33 new, 29 sold out
Top 10 weight20.4%LRCX alone is 3%
FiledAug 536 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
LRCXLam Resh Corp
2.8%Trimmed −3%
GOOGLAlphabet Inc Class A
2.7%
KLACKla Corp
2.3%Added +871%
AMDAdvanced Micro Devices I
2.3%Trimmed −3%
AMZNAmazon.com Inc
1.9%
ASMLAsml HLDG N V F Sponsored ADR 1 ADR Reps 1 Ord SHS
1.8%Trimmed −34%
MUMicron Technology Inc
1.8%Trimmed −2%
ARMArm Hldgs PLC Equity A F Unsponsored ADR 1 ADR Reps 1 Ord SHS
1.7%Trimmed −3%
COHUCohu Inc
1.6%
RTXRTX Corp
1.5%Trimmed −2%
NVDANvidia Corp
1.5%Trimmed −4%
TSMTaiwan Semiconductor M F Sponsored ADR 1 ADR Reps 5 Ord SHS
1.5%Trimmed −2%
LRCX2.8%GOOGL2.7%KLAC2.3%
AMDAdvanced Micro Devices I
2.3%Trimmed −3%
AMZNAmazon.com Inc
1.9%
ASMLAsml HLDG N V F Sponsored ADR 1 ADR Reps 1 Ord SHS
1.8%Trimmed −34%
MU1.8%ARM1.7%COHU1.6%RTX1.5%NVDA1.5%TSM1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LRCX Lam Resh Corp 2.8% Trimmed −3%GOOGL Alphabet Inc Class A 2.7% HeldKLAC Kla Corp 2.3% Added +871%AMD Advanced Micro Devices I 2.3% Trimmed −3%AMZN Amazon.com Inc 1.9% HeldASML Asml HLDG N V F Sponsored ADR 1 ADR Reps 1 Ord SHS 1.8% Trimmed −34%MU Micron Technology Inc 1.8% Trimmed −2%ARM Arm Hldgs PLC Equity A F Unsponsored ADR 1 ADR Reps 1 Ord SHS 1.7% Trimmed −3%COHU Cohu Inc 1.6% HeldRTX RTX Corp 1.5% Trimmed −2%NVDA Nvidia Corp 1.5% Trimmed −4%TSM Taiwan Semiconductor M F Sponsored ADR 1 ADR Reps 5 Ord SHS 1.5% Trimmed −2%
What changed
Biggest moves since Mar 31, 2026
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