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13F holdings · Q3 2026

Stanley-Laman Group

Berwyn, PA · files as Stanley-Laman Group, Ltd.
Holdings as of Sep 30, 2026Filed Oct 20, 2026Next filing due Feb 15, 2027CIK 1601489

Stanley-Laman Group reported 299 stocks worth $915M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are GOOGL (2.8%), AMD (2.5%) and LRCX (2.3%). Compared with Q2 2026, the fund opened new positions in MDGL, GBCI and MOS, added to VOO, MRTN and TEL, trimmed GOOGL, AMD and LRCX and sold out of LNTH, IONS and ZETA.

Reported value$915M−7.0% vs last quarter
Stocks held29919 new · 18 sold out
Top 5 weight11.5%spread out
Turnover14%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
GOOGL
Alphabet Inc
$25.3M2.8%74K−1,132 (−2%)8 of 8
2
AMD
Advanced Micro Devices Inc
$23.1M2.5%38K−407 (−1%)6 of 8
3
LRCX
Lam Research Corp
$20.8M2.3%63K−332 (−1%)5 of 8
4
AMZN
Amazon Com Inc
$18.9M2.1%76K−1,652 (−2%)8 of 8
5
NVDA
Nvidia Corporation
$16.7M1.8%73K−1,463 (−2%)8 of 8
6
MU
Micron Technology Inc
$16.4M1.8%15K−97 (−1%)3 of 8
7
ASML
Asml Holding N V
$16.3M1.8%8,983−94 (−1%)8 of 8
8
KLAC
Kla Corp
$14.6M1.6%75K−398 (−1%)5 of 8
9
MSFT
Microsoft Corp
$14.6M1.6%28K−804 (−3%)8 of 8
10
RTX
Rtx Corp
$14.3M1.6%77K−3,243 (−4%)8 of 8
🔒 289 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
LNTH
Lantheus Hldgs Inc
$7.5M68K
IONS
Ionis Pharmaceuticals Inc
$4.8M61K
ZETA
Zeta Global Holdings Corp
$4.6M232K
HIG
Hartford Insurance Group Inc
$4.5M34K
GXO
Gxo Logistics Inc
$4M79K

🔒 Free account: see all 18.

Reported value

last 8 quarters
$712MQ4 '24
$650MQ1 '25
$673MQ2 '25
$702MQ3 '25
$787MQ4 '25
$814MQ1 '26
$984MQ2 '26
$915MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 20, 202613F-HRQ3 2026SEC filing ↗

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Stanley-Laman Group 13F FAQ

What does Stanley-Laman Group own?

Stanley-Laman Group reported 299 stocks worth $915M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are GOOGL (2.8%), AMD (2.5%) and LRCX (2.3%). The table above lists every position in the filing (the top 10 without an account).

What did Stanley-Laman Group buy and sell in Q3 2026?

Compared with Q2 2026: 19 new positions, 52 added to, 136 trimmed and 18 sold out. New positions include MDGL, GBCI and MOS. It sold all of LNTH, IONS and ZETA.

When will Stanley-Laman Group file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Stanley-Laman Group's portfolio worth?

The Q3 2026 filing reports $915M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.