Stanley-Laman Group, Ltd.

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CIK 1601489

13F portfolio (2026-Q1)

$814M

Positions

294

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

294

Top 5

10.1%

Top 10

17.5%

Effective N

123.3

HHI

0.008

This quarter

32 new · 0 exit →

By sector

Information Technology24.9%

Industrials16.9%

Unclassified15.4%

Materials8.1%

Energy7.9%

Health Care7.0%

Consumer Discretionary6.3%

Financials5.8%

Other7.7%

By market cap

Large ($10–200B)35.4%

Mega (>$200B)25.7%

Unknown23.8%

Mid ($2–10B)13.3%

Small ($300M–2B)1.8%

Micro (<$300M)0.0%

By region

North America80.2%

Other15.4%

Europe2.3%

Asia-Pacific1.6%

Africa0.5%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	15.43%	120
Semiconductors & Semiconductor Equipment	13.16%	15
Oil, Gas & Consumable Fuels	7.94%	12
Technology Hardware & Equipment	7.44%	13
Machinery	6.04%	9
Pharmaceuticals & Biotechnology	5.96%	16
Aerospace & Defense	5.46%	7
Chemicals	4.20%	8
Software & IT Services	4.17%	5
Specialty Retail	3.67%	6
Software	3.42%	7
Metals & Mining	3.15%	7
Commercial Services & Supplies	2.17%	10
Capital Markets	1.97%	6
Banks	1.86%	7
Road & Rail	1.81%	4
Utilities	1.69%	7
Distributors	1.67%	3
Insurance	1.13%	4
Health Care Equipment & Supplies	1.04%	3
Equity Real Estate Investment Trusts (REITs)	0.89%	3
Marine	0.88%	2
Construction Materials	0.71%	1
Food Products	0.68%	2
Construction & Engineering	0.66%	4
Food & Staples Retailing	0.64%	1
Transportation Infrastructure	0.51%	1
Electrical Equipment & Components	0.38%	3
Diversified Consumer Services	0.37%	1
Household Durables	0.33%	1
Hotels, Restaurants & Leisure	0.22%	3
Airlines	0.17%	1
Media & Entertainment	0.14%	1
Paper & Forest Products	0.04%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	GOOGL	Alphabet Inc.	Communication Services	2.68%
2	AMZN	AMAZON COM INC	Consumer Discretionary	2.01%
3	RTX	RTX Corp	Industrials	1.95%
4	CCJ	CAMECO CORP	Materials	1.74%
5	LRCX	LAM RESEARCH CORP	Industrials	1.73%
6	NVDA	NVIDIA CORP	Information Technology	1.66%
7	ASML	ASML Holding NV	Industrials	1.60%
8	KLAC	KLA CORP	Information Technology	1.41%
9	AVGO	Broadcom Inc.	Information Technology	1.37%
10	ETR	ENTERGY CORP /DE/	Utilities	1.34%

175/294 names classified · sector 84.6% of weight · industry 84.6% · mkt cap 76.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 50 quarters

Information TechnologyMSFT, NVDA, ADBE, PANW, IPGP · other

IndustrialsRTX, LHX, AZZ, GHM, GEO · other

Health CareIDXX, ABBV, SDGR, GILD, ALGN · other

FinancialsPYPL, ICE, CNA, HOOD, HUM · other

MaterialsLIN, CCJ, MDU, FMC, HXL · other

Consumer DiscretionaryAMZN, FSS, MSM, ULTA, DKS · other

EnergyPSX, TTI, VAL, EOG, OII · other

Communication ServicesGOOGL, META, T, DIS, AMCX · other

Consumer StaplesDAR, INGR, MO, KO, STZ · other

Real EstateCCI, WPC, SBRA, CXW, STAG · other

UtilitiesETR, DUK, PPL, EXC, SO · other

UnclassifiedVOO, GAMB, MONSANTO CO NEW, SPDR Bloomberg Barclays High Yie, HYG · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 84.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (145 classified)Stanley-Laman Group, Ltd. centroid (Mid Core)

Information TechnologyIndustrialsEnergyConsumer DiscretionaryFinancialsHealth CareMaterialsCommunication ServicesUtilitiesConsumer StaplesReal Estate

Style box summary for Stanley-Laman Group, Ltd.: centroid Mid Core. Heaviest cells: Large Growth 22.8%, Large Core 13.3%, Small Value 8.0%.

Classified: 71.6% of book weight (145/221 names) · unclassified 28.4%: , CCJ, ASML, TSM, VOO, GSK, UUUU, TTWO, NXE, WTTR +66 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 294 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	GOOGLALPHABET INC	76,004	$22M	2.7%	HOLD
2	AMZNAMAZON COM INC	78,720	$16M	2.0%	ADD 3%
3	RTXRTX CORPORATION	82,179	$16M	1.9%	ADD 2%
4	CCJCAMECO CORP	130,631	$14M	1.7%	TRIM −7%
5	LRCXLAM RESEARCH CORP	65,918	$14M	1.7%	HOLD
6	NVDANVIDIA CORPORATION	77,462	$14M	1.7%	ADD 4%
7	ASMLASML HOLDING N V	13,683	$13M	1.6%	HOLD
8	KLACKLA CORP	7,773	$11M	1.4%	HOLD
9	AVGOBROADCOM INC	35,938	$11M	1.4%	ADD 3%
10	ETRENTERGY CORP NEW	97,060	$11M	1.3%	ADD 3%
11	MSFTMICROSOFT CORP	29,357	$11M	1.3%	TRIM −34%
12	AAPLAPPLE INC	42,686	$11M	1.3%	ADD 7%
13	TSMTAIWAN SEMICONDUCTOR MFG LTD	31,458	$11M	1.3%	ADD 2%
14	VALVALARIS LTD	105,827	$10M	1.3%	TRIM −13%
15	MPWRMONOLITHIC PWR SYS INC	9,438	$10M	1.3%	ADD 2%
16	LINLINDE PLC	20,095	$10M	1.2%	ADD 4%
17	ISRGINTUITIVE SURGICAL INC	17,459	$8M	1.0%	ADD 4%
18	AMDADVANCED MICRO DEVICES INC	39,439	$8M	1.0%	ADD 3%
19	METAMETA PLATFORMS INC	13,695	$8M	1.0%	ADD 8%
20	ANETARISTA NETWORKS INC	62,979	$8M	0.9%	ADD 3%
21	TTITETRA TECHNOLOGIES INC DEL	896,815	$8M	0.9%	TRIM −13%
22	VRTVERTIV HOLDINGS CO	29,302	$7M	0.9%	ADD 784%
23	WFRDWEATHERFORD INTL PLC	76,932	$7M	0.9%	ADD 2%
24	ARMARM HOLDINGS PLC	47,189	$7M	0.9%	ADD 9%
25	AMATAPPLIED MATLS INC	20,141	$7M	0.8%	ADD 866%
26	MAMASTERCARD INCORPORATED	13,092	$7M	0.8%	ADD 2%
27	JBLJabil Circuit, Inc.	24,612	$7M	0.8%	HOLD
28	LNTHLANTHEUS HLDGS INC	85,474	$6M	0.8%	ADD 13%
29	COHUCOHU INC	209,012	$6M	0.8%	ADD 7%
30	OLNOLIN CORP	214,704	$6M	0.8%	ADD 20%
31	LLYELI LILLY & CO	6,787	$6M	0.8%	ADD 5%
32	AIRAAR CORP	56,628	$6M	0.8%	TRIM −10%
33	ARANTERO RESOURCES CORP	145,748	$6M	0.8%	ADD 7%
34	VOOVANGUARD INDEX FDS	10,215	$6M	0.7%	TRIM −28%
35	ONTOONTO INNOVATION INC	29,337	$6M	0.7%	TRIM −4%
36	ADIANALOG DEVICES INC	18,890	$6M	0.7%	NEW
37	SLBSCHLUMBERGER LTD	116,845	$6M	0.7%	ADD 3%
38	HPEHEWLETT PACKARD ENTERPRISE C	251,974	$6M	0.7%	NEW
39	BABOEING CO	29,196	$6M	0.7%	ADD 3%
40	GSKGSK PLC	105,176	$6M	0.7%	HOLD
41	LHXL3HARRIS TECHNOLOGIES INC	16,758	$6M	0.7%	ADD 3%
42	UUUUENERGY FUELS INC	315,085	$6M	0.7%	TRIM −4%
43	PTENPATTERSON-UTI ENERGY INC	530,634	$6M	0.7%	ADD 6%
44	ALBALBEMARLE CORP	31,919	$6M	0.7%	TRIM −7%
45	PHPARKER-HANNIFIN CORP	6,388	$6M	0.7%	ADD 2%
46	TTWOTAKE-TWO INTERACTIVE SOFTWAR	28,452	$6M	0.7%	ADD 23%
47	NXENEXGEN ENERGY LTD	479,439	$6M	0.7%	HOLD
48	VLOVALERO ENERGY CORP	22,225	$5M	0.7%	ADD 2%
49	RRCRANGE RES CORP	119,326	$5M	0.7%	ADD 46%
50	MUMICRON TECHNOLOGY INC	15,881	$5M	0.7%	NEW
51	MCKMCKESSON CORP	6,132	$5M	0.7%	ADD 2%
52	WTTRSELECT WATER SOLUTIONS INC	346,493	$5M	0.7%	TRIM −9%
53	CVSCVS HEALTH CORP	72,421	$5M	0.6%	ADD 3%
54	ADMARCHER DANIELS MIDLAND CO	70,765	$5M	0.6%	ADD 2%
55	CAECAE INC	197,404	$5M	0.6%	HOLD
56	COSTCOSTCO WHSL CORP NEW	5,127	$5M	0.6%	ADD 4%
57	OSISOSI SYSTEMS INC	18,796	$5M	0.6%	HOLD
58	CVXCHEVRON CORP NEW	23,920	$5M	0.6%	ADD 5%
59	KEXKIRBY CORP	36,898	$5M	0.6%	HOLD
60	AZNASTRAZENECA PLC	24,050	$5M	0.6%	TRIM −52%
61	CFGCITIZENS FINL GROUP INC	78,935	$5M	0.6%	ADD 8%
62	WMWASTE MGMT INC DEL	20,358	$5M	0.6%	ADD 4%
63	TJXTJX COS INC NEW	29,257	$5M	0.6%	ADD 3%
64	HIGHARTFORD INSURANCE GROUP INC	34,237	$5M	0.6%	ADD 2%
65	LYBLYONDELLBASELL INDUSTRIES N	57,101	$5M	0.6%	ADD 7%
66	LMTLOCKHEED MARTIN CORP	7,478	$5M	0.6%	ADD 3%
67	AMGNAMGEN INC	12,465	$4M	0.5%	ADD 2%
68	IBKRINTERACTIVE BROKERS GROUP IN	64,020	$4M	0.5%	ADD 2%
69	FNBF N B CORP	256,334	$4M	0.5%	ADD 7%
70	CORCENCORA INC	13,336	$4M	0.5%	HOLD
71	NDAQNASDAQ INC	49,247	$4M	0.5%	ADD 723%
72	SNASNAP ON INC	11,475	$4M	0.5%	ADD 3%
73	SNXSYNNEX CORP	24,459	$4M	0.5%	ADD 5%
74	GXOGXO LOGISTICS INCORPORATED	79,399	$4M	0.5%	HOLD
75	FANGDIAMONDBACK ENERGY INC	20,537	$4M	0.5%	ADD 4%
76	KNXKNIGHT-SWIFT TRANSN HLDGS IN	69,423	$4M	0.5%	ADD 2%
77	MRVLMARVELL TECHNOLOGY INC	40,286	$4M	0.5%	HOLD
78	ETERNAL LTD	1,600,000	$4M	0.5%	HOLD
79	PTCPTC INC	27,069	$4M	0.5%	ADD 3%
80	SSNLFSAMSUNG ELECTRONICS CO LT KRW 100.0	35,207	$4M	0.5%	HOLD
81	CPRXCATALYST PHARMACEUTICALS INC	155,021	$4M	0.5%	ADD 11%
82	PRESTIGE ESTATES PROJECTS INR 10.0	323,091	$4M	0.5%	HOLD
83	SBSWSIBANYE STILLWATER LTD	308,552	$4M	0.5%	ADD 9%
84	HDFC BANK LTD INR 1.0	490,560	$4M	0.5%	HOLD
85	HONHONEYWELL INTL INC	16,770	$4M	0.5%	TRIM −3%
86	SFSTIFEL FINL CORP	51,140	$4M	0.5%	ADD 55%
87	ZETAZETA GLOBAL HOLDINGS CORP	233,663	$4M	0.5%	ADD 60%
88	LARSEN plus TOUBRO LTD INR 2.0	100,000	$4M	0.5%	HOLD
89	UPSUNITED PARCEL SERVICE INC	37,348	$4M	0.5%	ADD 33%
90	AVNTAVIENT CORPORATION	100,229	$4M	0.4%	ADD 65%
91	NBIXNEUROCRINE BIOSCIENCES INC	27,549	$4M	0.4%	HOLD
92	PBR.APETROLEO BRASILEIRO SA PETRO	174,807	$4M	0.4%	NEW
93	FLRFLUOR CORP NEW	76,714	$4M	0.4%	HOLD
94	MRTNMARTEN TRANS LTD	272,469	$4M	0.4%	NEW
95	PEVERPURE INC	60,081	$4M	0.4%	ADD 24%
96	UNPUNION PAC CORP	14,418	$3M	0.4%	ADD 6%
97	CATCATERPILLAR INC	4,839	$3M	0.4%	ADD 5%
98	NXPINXP SEMICONDUCTORS N V	17,327	$3M	0.4%	TRIM −2%
99	AONAON PLC	10,425	$3M	0.4%	ADD 5%
100	RELIANCE INDUSTRIES LTD INR 10.0	236,000	$3M	0.4%	HOLD
101	SLISTANDARD LITHIUM LTD	975,542	$3M	0.4%	ADD 9%
102	AXSMAXSOME THERAPEUTICS INC.	19,260	$3M	0.4%	ADD 7%
103	INTUINTUIT	7,252	$3M	0.4%	TRIM −18%
104	CGCARLYLE GROUP INC/THE	64,679	$3M	0.4%	HOLD
105	PLDPROLOGIS INC.	23,189	$3M	0.4%	ADD 4%
106	SCISERVICE CORP INTL	36,338	$3M	0.4%	ADD 3%
107	IONSIONIS PHARMACEUTICALS INC	39,306	$3M	0.4%	ADD 8%
108	INFO EDGE INDIA LTD INR 2.0	277,185	$3M	0.3%	HOLD
109	ADPAUTOMATIC DATA PROCESSING IN	13,682	$3M	0.3%	ADD 3%
110	CORTCORCEPT THERAPEUTICS INC	68,625	$3M	0.3%	ADD 106%
111	BHARAT ELECTRONICS LTD INR 1.0	650,000	$3M	0.3%	TRIM −48%
112	AOSSMITH A O CORP	41,142	$3M	0.3%	ADD 4%
113	ASPEED TECHNOLOGY INC TWD 10.0	8,000	$3M	0.3%	HOLD
114	TGTTARGET CORP	22,005	$3M	0.3%	ADD 5%
115	EZRARELIANCE GLOBAL GROUP INC	8,774	$3M	0.3%	ADD 14%
116	CITY UNION BANK LTD INR 1.0	1,000,000	$3M	0.3%	HOLD
117	TXTTEXTRON INC	28,664	$3M	0.3%	ADD 3%
118	STATE BANK OF INDIA INR 1.0	230,000	$2M	0.3%	HOLD
119	DLRDIGITAL RLTY TR INC	13,134	$2M	0.3%	HOLD
120	RPRXROYALTY PHARMA PLC	49,286	$2M	0.3%	NEW
121	JPMJPMORGAN CHASE & CO	7,870	$2M	0.3%	ADD 4%
122	RCLROYAL CARIBBEAN GROUP	8,189	$2M	0.3%	ADD 6%
123	GEVGE VERNOVA INC	2,484	$2M	0.3%	ADD 62%
124	EXEEXPAND ENERGY CORPORATION	19,142	$2M	0.3%	ADD 8%
125	AXIS BANK LTD INR 2.0	170,000	$2M	0.3%	HOLD
126	MOBILE WORLD INVESTMENT VND 10000.0	660,000	$2M	0.3%	HOLD
127	HBANHUNTINGTON BANCSHARES INC	129,559	$2M	0.2%	ADD 8%
128	APHAMPHENOL CORP	15,102	$2M	0.2%	ADD 10%
129	HYUNDAI EN KRW5000	20,000	$2M	0.2%	HOLD
130	ONE 97 COMMUNICATIONS LTD INR 1.0	180,000	$2M	0.2%	HOLD
131	OREALTY INCOME CORP	29,303	$2M	0.2%	HOLD
132	TIMKEN INDIA LTD INR 10.0	50,667	$2M	0.2%	TRIM −18%
133	RGNLFREGIONAL SAB DE CV NPV	202,941	$2M	0.2%	TRIM −13%
134	TCTZFTENCENT HLDGS LTD SHS PAR HKD 0.00002 ISIN KYG875721634	27,000	$2M	0.2%	HOLD
135	FPT CORP VND 10000.0	578,012	$2M	0.2%	HOLD
136	BABAALIBABA GROUP HLDG LTD	13,000	$2M	0.2%	TRIM −10%
137	DLF LTD INR 2.0	300,000	$2M	0.2%	HOLD
138	HUGEL INC KRW 500.0	10,000	$2M	0.2%	HOLD
139	GLWCORNING INC	11,529	$2M	0.2%	HOLD
140	CYIENT LTD INR 5.0	191,241	$2M	0.2%	HOLD
141	LODHA DEVELOPERS LTD INR 10.0 144A	210,000	$1M	0.2%	ADD 5%
142	CRNTCERAGON NETWORKS LTD	691,854	$1M	0.2%	NEW
143	DVNDEVON ENERGY CORP NEW	28,651	$1M	0.2%	ADD 10%
144	DALDELTA AIR LINES INC	20,942	$1M	0.2%	HOLD
145	PANWPALO ALTO NETWORKS INC	8,663	$1M	0.2%	TRIM −81%
146	MELIMERCADOLIBRE INC	800	$1M	0.2%	TRIM −11%
147	TSE CO LTD KRW 500.0	20,000	$1M	0.2%	HOLD
148	KRISHNA INSTITUTE OF M INR 2.0 144A	210,000	$1M	0.2%	TRIM −3%
149	GEMADEPT CORP VND 10000.0	450,000	$1M	0.2%	HOLD
150	PB FINTECH LTD INR 2.0	88,000	$1M	0.2%	ADD 76%
151	CONTEMPORARY AMPEREX TECHNO CNY 1.0	22,500	$1M	0.2%	HOLD
152	VEAVANGUARD TAX-MANAGED FDS	20,351	$1M	0.2%	ADD 70%
153	REC LTD INR 10.0	400,269	$1M	0.2%	HOLD
154	WRDWERIDE INC	154,281	$1M	0.2%	HOLD
155	NEENEXTERA ENERGY INC	13,291	$1M	0.2%	NEW
156	PHU NHUAN JEWELRY JSC VND 10000.0	293,300	$1M	0.1%	HOLD
157	NFLXNETFLIX INC	11,950	$1M	0.1%	ADD 7%
158	IWFISHARES TR	2,692	$1M	0.1%	ADD 66%
159	MASAN GROUP CORP VND 10000.0	400,000	$1M	0.1%	HOLD
160	VIETNAM JOINT STOCK COM VND 10000.0	867,819	$1M	0.1%	HOLD
161	GRABGRAB HOLDINGS LIMITED	310,000	$1M	0.1%	TRIM −14%
162	CMC CORP/VIETNAM VND 10000.0	1,037,000	$1M	0.1%	TRIM −5%
163	MARMARRIOTT INTL INC NEW	3,390	$1M	0.1%	ADD 19%
164	ICICI PRUDENTIAL LIFE INR 10.0 144A	200,000	$1M	0.1%	HOLD
165	CBCHUBB LIMITED	3,187	$1M	0.1%	HOLD
166	ICICI BANK LTD INR 2.0	80,000	$1M	0.1%	HOLD
167	SESEA LTD	12,000	$993,720	0.1%	ADD 140%
168	GOKALDAS EXPORTS LTD INR 5.0	160,000	$981,149	0.1%	ADD 129%
169	IJHISHARES TR	14,435	$974,776	0.1%	HOLD
170	PHOENIX MILLS LTD/THE INR 2.0	60,000	$944,483	0.1%	HOLD
171	BYDIFBYD ELECTRONIC INTERNATIONA HKD 0.1	265,000	$932,884	0.1%	ADD 657%
172	MSOGFMINISO GROUP HOLDI USD 0.00001 144A	236,600	$928,269	0.1%	HOLD
173	ZETRIX AI BHD MYR 0.1	5,000,000	$913,806	0.1%	HOLD
174	GTOFFGOTO GOJEK TOKOPEDIA TBK PT IDR 1.0	300,000,000	$900,290	0.1%	HOLD
175	TNG INVESTMENT plus TRADIN VND 10000.0	895,320	$897,273	0.1%	HOLD
176	ALCPFALCHIP TECHNOLOGIES LTD TWD 10.0	11,300	$878,339	0.1%	HOLD
177	BNYBANK NEW YORK MELLON CORP	7,361	$873,235	0.1%	ADD 17%
178	HINDUSTAN UNILEVER LTD INR 1.0	40,000	$866,706	0.1%	HOLD
179	VA TECH WABAG LTD INR 2.0	70,000	$855,731	0.1%	ADD 133%
180	POONGSAN CORP KRW 5000.0	15,000	$849,084	0.1%	TRIM −50%
181	SYNGENE INTERNATIONAL INR 10.0 144A	200,000	$820,527	0.1%	HOLD
182	LIFE INSURANCE CORP OF IND INR 10.0	100,000	$765,461	0.1%	HOLD
183	MILITARY COMMERCIAL JOI VND 10000.0	759,000	$762,096	0.1%	HOLD
184	WIWYNN CORP TWD 10.0	7,260	$749,390	0.1%	ADD 626%
185	LEMON TREE HOTELS LTD INR 10.0 144A	700,000	$743,552	0.1%	NEW
186	LUPIN LTD INR 2.0	30,000	$729,846	0.1%	HOLD
187	BRK.ABERKSHIRE HATHAWAY INC DEL	1	$718,140	0.1%	HOLD
188	ETNEATON CORP PLC	1,990	$711,763	0.1%	ADD 64%
189	MRKMERCK & CO INC	5,916	$711,636	0.1%	TRIM −27%
190	JIO FINANCIAL SERVICES LTD INR 10.0	300,000	$709,856	0.1%	HOLD
191	SPYSTATE STR SPDR S&P 500 ETF T	1,086	$706,370	0.1%	HOLD
192	KOMICO LTD KRW 500.0	10,000	$700,552	0.1%	HOLD
193	MTZMASTEC INC	2,136	$687,237	0.1%	HOLD
194	HDHOME DEPOT INC	2,083	$685,078	0.1%	ADD 12%
195	KEYSKEYSIGHT TECHNOLOGIES INC	2,422	$683,900	0.1%	HOLD
196	PETROVIETNAM TECHNICAL VND 10000.0	440,000	$683,153	0.1%	TRIM −9%
197	COSMO FIRST LIMITED INR 10.0	100,722	$637,472	0.1%	HOLD
198	ZTSZOETIS INC	5,387	$636,797	0.1%	HOLD
199	QUANTA COMPUTER INC TWD 10.0	72,900	$635,053	0.1%	ADD 421%
200	SUNGROW POWER SUPPLY CO LTD CNY 1.0	29,000	$632,877	0.1%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

GOOGLALPHABET INC

59K

37K

34K

73K

75K

76K

$22M

AMZNAMAZON COM INC

34K

26K

33K

69K

76K

79K

$16M

RTXRTX CORPORATION

71K

65K

64K

80K

82K

$16M

CCJCAMECO CORP

235K

236K

177K

155K

140K

131K

$14M

LRCXLAM RESEARCH CORP

—

66K

65K

66K

$14M

NVDANVIDIA CORPORATION

60K

39K

38K

74K

75K

77K

$14M

ASMLASML HOLDING N V

14K

$13M

KLACKLA CORP

—

$11M

AVGOBROADCOM INC

14K

15K

34K

35K

36K

$11M

ETRENTERGY CORP NEW

105K

102K

94K

89K

94K

97K

$11M

MSFTMICROSOFT CORP

33K

32K

29K

40K

44K

29K

$11M

AAPLAPPLE INC

41K

39K

36K

40K

43K

$11M

TSMTAIWAN SEMICONDUCTOR MFG LTD

31K

$11M

VALVALARIS LTD

83K

117K

118K

117K

122K

106K

$10M

MPWRMONOLITHIC PWR SYS INC

—

$10M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Stanley-Laman Group, Ltd.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 294 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Stanley-Laman Group, Ltd.