1y return+36.1%S&P 500 +20.9%
3y return+76.1%S&P 500 +68.5%
5y return+44.4%S&P 500 +74.5%
10y return+162.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $262 against $357 in the S&P 500.2
Stanley-Laman Group, Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LRCXLam Resh Corp | $27.6M | 2.8% | −3.5% |
| GOOGLAlphabet Inc Class A | $26.7M | 2.7% | −1.7% |
| KLACKla Corp | $22.8M | 2.3% | +870.6% |
| AMDAdvanced Micro Devices I | $22.2M | 2.3% | −3.1% |
| AMZNAmazon.com Inc | $18.5M | 1.9% | −1.5% |
| Asml Hldg N V F Sponsored Adr 1 Adr Reps 1 Ord ShsCUSIP N07059210 | $18.1M | 1.8% | −33.7% |
| MUMicron Technology Inc | $17.9M | 1.8% | −2.5% |
| ARMArm Hldgs PLC Equity A F Unsponsored Adr 1 Adr Reps 1 Ord Shs | $16.3M | 1.7% | −2.9% |
| COHUCohu Inc | $15.3M | 1.6% | −1.1% |
| RTXRtx Corp | $15.2M | 1.5% | −2.2% |
| NVDANvidia Corp | $14.9M | 1.5% | −3.6% |
| TSMTaiwan Semiconductor M F Sponsored Adr 1 Adr Reps 5 Ord Shs | $14.7M | 1.5% | −2.1% |
| AMATApplied Matls Inc | $14.2M | 1.4% | −2.2% |
| AVGOBroadcom Inc | $13.4M | 1.4% | −1.4% |
| CCJCameco Corp F | $13.2M | 1.3% | |
| MPWRMonolithic Pwr Sys Inc | $12.7M | 1.3% | −2.8% |
| AAPLApple Inc | $12.3M | 1.2% | |
| MRVLMarvell Technology Inc | $11.8M | 1.2% | −1.8% |
| ETREntergy Corp New | $11.0M | 1.1% | −1.3% |
| ONTOOnto Innovation Inc | $11.0M | 1.1% | −1.1% |
| MSFTMicrosoft Corp | $10.9M | 1.1% | |
| ANETArista Networks Inc | $10.4M | 1.1% | −2.7% |
| Linde PLC FCUSIP G5494J103 | $10.4M | 1.1% | |
| TTITetra Technologies Inc D | $10.1M | 1.0% | |
| TERTeradyne Inc | $9.8M | 1.0% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $14.9M |
| LLYEli Lilly And Co | September 30, 2020 | +710.3% | $8.1M |
| CCJCameco Corp F | March 31, 2021 | +513.3% | $13.2M |
| AMATApplied Matls Inc | March 31, 2023 | +488.6% | $14.2M |
| GOOGLAlphabet Inc Class A | June 30, 2020 | +404.0% | $26.7M |
| AVGOBroadcom Inc | September 30, 2023 | +354.8% | $13.4M |
| ONTOOnto Innovation Inc | June 30, 2025 | +275.0% | $11.0M |
| AIRAar Corp | December 31, 2021 | +266.2% | $8.1M |
| COHUCohu Inc | September 30, 2025 | +263.6% | $15.3M |
| AMDAdvanced Micro Devices I | September 30, 2025 | +259.1% | $22.2M |
Sold off last quarter
- ADIAnalog Devices Inc was $6.0M
- PTCPtc Inc was $3.9M
- Catalyst PharmaceuticalsCUSIP 14888U101 was $3.8M
- INTUIntuit was $3.1M
- CGCarlyle Group Inc was $3.1M
- Fpt Corp Vnd 10000.0CUSIP Y26333107 was $1.6M
- BABAAlibaba Group Hldg Usd 0.000025 Adr was $1.6M
- Dlf Ltd Inr 2.0CUSIP Y2089H105 was $1.6M
- Cyient Ltd Inr 5.0CUSIP Y4082D131 was $1.5M
- MELIMercadolibre Inc Usd 0.001 was $1.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.8% | +14.8% |
| March 31, 2026 | +3.1% | −4.6% |
| December 31, 2025 | +4.1% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +10.7% | +10.5% |
| March 31, 2025 | −3.9% | −4.6% |
| December 31, 2024 | +3.7% | +2.1% |
| September 30, 2024 | +3.3% | +5.4% |
| June 30, 2024 | −3.8% | +4.0% |
| March 31, 2024 | +6.7% | +10.0% |
| December 31, 2023 | +11.9% | +11.2% |
| September 30, 2023 | −1.2% | −3.6% |
| June 30, 2023 | +9.0% | +8.3% |
| March 31, 2023 | +8.1% | +7.0% |
| December 31, 2022 | +3.6% | +7.1% |
| September 30, 2022 | −4.3% | −5.3% |
| June 30, 2022 | −24.4% | −16.5% |
| March 31, 2022 | −14.0% | −4.9% |
| December 31, 2021 | +6.2% | +10.7% |
| September 30, 2021 | +1.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Stanley-Laman Group, Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1601489&type=13F-HR&dateb=&owner=include&count=40CIK 1601489
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1601489/000137647426000532/Filed August 5, 2026 · accession 0001376474-26-000532