Stanley-Laman Group, Ltd.

data from 30/09/2025

Capitalization

$ 701.804 M 4.23 %

Average holding period

9 ans

Performance

$ 896.116 M 151.36 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Stanley-Laman Group, Ltd.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 2.98% 20.928 M $ 40405 2020/03/31 589.559 K $ 4.13 %
2025/09/30 GOOGL ALPHABET INC CLASS CLASS A 2.54% 17.799 M $ 73217 2018/06/30 2.294 M $ 37.94 %
2025/09/30 AMZN AMAZON.COM INC 2.15% 15.061 M $ 68594 2023/12/31 5.947 K $ 0.08 %
2025/09/30 NVDA NVIDIA CORP 1.96% 13.768 M $ 73790 2018/12/31 1.091 M $ 18.10 %
2025/09/30 CCJ CAMECO CORP F 1.85% 12.984 M $ 154824 2021/03/31 1.703 M $ 12.97 %
2025/09/30 AVGO BROADCOM INC 1.62% 11.344 M $ 34385 2023/09/30 802.830 K $ 19.68 %
2025/09/30 RTX RTX CORP 1.52% 10.635 M $ 63558 2020/06/30 1.376 M $ 14.59 %
2025/09/30 ASML ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS 1.37% 9.617 M $ 13537 2023/03/31 808.328 K $ 67.89 %
2025/09/30 META META PLATFORMS INC CLASS A 1.36% 9.514 M $ 12955 2018/12/31 -7.074 K $ -0.50 %
2025/09/30 AAPL APPLE INC 1.31% 9.173 M $ 36027 2013/12/31 1.790 M $ 24.11 %
2025/09/30 ANET ARISTA NETWORKS INC 1.27% 8.900 M $ 61078 2025/09/30 0.000 $ 0.00 %
2025/09/30 LRCX LAM RESH CORP 1.25% 8.789 M $ 65637 2025/09/30 0.000 $ 0.00 %
2025/09/30 LINDE PLC F 1.23% 8.643 M $ 18195 2018/12/31 115.171 K $ 1.24 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS 1.22% 8.578 M $ 30715 2024/09/30 143.774 K $ 23.31 %
2025/09/30 MPWR MONOLITHIC PWR SYS INC 1.21% 8.502 M $ 9235 2025/09/30 0.000 $ 0.00 %
2025/09/30 ORCL ORACLE CORP 1.20% 8.419 M $ 29937 2024/06/30 121.839 K $ 28.64 %
2025/09/30 ETR ENTERGY CORP NEW 1.19% 8.337 M $ 89460 2023/03/31 945.945 K $ 12.12 %
2025/09/30 KLAC KLA CORP 1.17% 8.226 M $ 7627 2025/09/30 0.000 $ 0.00 %
2025/09/30 TTI TETRA TECHNOLOGIES INC D 1.05% 7.394 M $ 1285978 2022/12/31 3.094 M $ 71.13 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.99% 6.953 M $ 34147 2025/09/30 0.000 $ 0.00 %
2025/09/30 UUUU ENERGY FUELS INC F 0.97% 6.833 M $ 445120 2024/03/31 6.857 M $ 166.96 %
2025/09/30 SNPS SYNOPSYS INC 0.91% 6.353 M $ 12877 2020/03/31 -38.637 K $ -3.76 %
2025/09/30 ARM ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.89% 6.219 M $ 43952 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMD ADVANCED MICRO DEVIC 0.88% 6.192 M $ 38274 2025/09/30 0.000 $ 0.00 %
2025/09/30 CDNS CADENCE DESIGN SYS INC 0.88% 6.177 M $ 17585 2025/09/30 0.000 $ 0.00 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.86% 6.018 M $ 13456 2024/09/30 -59.054 K $ -17.70 %
2025/09/30 ETERNAL LTD 0.84% 5.871 M $ 1600000 2022/09/30 1.282 M $ 19.16 %
2025/09/30 INTU INTUIT 0.81% 5.712 M $ 8364 2020/03/31 -870.537 K $ -13.30 %
2025/09/30 VAL VALARIS LTD F 0.81% 5.704 M $ 116959 2024/03/31 787.411 K $ 15.82 %
2025/09/30 BHARAT ELECTRONICS LTD INR 1.0 0.81% 5.687 M $ 1250000 2020/03/31 -477.394 K $ -7.32 %
2025/09/30 TTWO TAKE-TWO INTERACTIVE SOF 0.80% 5.599 M $ 21672 2020/12/31 338.800 K $ 6.39 %
2025/09/30 PRESTIGE ESTATES PROJECTS INR 10.0 0.78% 5.495 M $ 323091 2021/12/31 -802.931 K $ -12.00 %
2025/09/30 CAE CAE INC F 0.78% 5.463 M $ 184307 2023/12/31 68.246 K $ 1.26 %
2025/09/30 VOO VANGUARD S&P 500 ETF 0.76% 5.316 M $ 8680 2016/03/31 397.952 K $ 7.81 %
2025/09/30 HDFC BANK LTD INR 1.0 0.75% 5.255 M $ 490560 2023/09/30 -3.095 M $ -54.10 %
2025/09/30 AIR AAR CORP 0.75% 5.239 M $ 58425 2021/12/31 1.436 M $ 30.35 %
2025/09/30 MA MASTERCARD INC CLASS A 0.74% 5.180 M $ 9107 2021/12/31 62.537 K $ 1.22 %
2025/09/30 CVS CVS HEALTH CORP 0.72% 5.034 M $ 66776 2014/03/31 431.091 K $ 9.29 %
2025/09/30 BA BOEING CO 0.71% 4.999 M $ 23160 2017/06/30 148.232 K $ 3.01 %
2025/09/30 CG CARLYLE GROUP INC 0.71% 4.993 M $ 79636 2022/06/30 915.729 K $ 21.98 %
2025/09/30 CCCS CCC INTELLIGENT SOLUTION 0.71% 4.958 M $ 544288 2025/03/31 -146.590 K $ -3.19 %
2025/09/30 JBL JABIL INC 0.70% 4.918 M $ 22647 2024/06/30 -21.270 K $ -0.43 %
2025/09/30 WFRD WEATHERFORD INTL PLC F 0.70% 4.877 M $ 71277 2024/12/31 1.306 M $ 36.02 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES IN 0.69% 4.823 M $ 15793 2019/09/30 886.598 K $ 21.75 %
2025/09/30 PSTG PURE STORAGE INC CLASS A 0.63% 4.415 M $ 52677 2022/12/31 1.693 M $ 45.55 %
2025/09/30 PH PARKER-HANNIFIN CORP 0.63% 4.411 M $ 5818 2018/06/30 439.065 K $ 8.54 %
2025/09/30 OSIS OSI SYS INC 0.62% 4.373 M $ 17547 2024/03/31 499.497 K $ 10.84 %
2025/09/30 MCK MCKESSON CORP 0.62% 4.363 M $ 5647 2023/03/31 223.610 K $ 5.43 %
2025/09/30 NTNX NUTANIX INC CLASS A 0.62% 4.320 M $ 58079 2025/03/31 -119.482 K $ -2.68 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.61% 4.303 M $ 4649 2020/03/31 -301.485 K $ -6.50 %
2025/09/30 ONTO ONTO INNOVATION INC 0.61% 4.294 M $ 33233 2025/06/30 1.526 M $ 28.03 %
2025/09/30 HIG HARTFORD INS GROUP INC 0.60% 4.234 M $ 31743 2024/03/31 208.470 K $ 5.14 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.60% 4.222 M $ 50215 2024/03/31 338.168 K $ 8.62 %
2025/09/30 GSK GSK PLC ADR F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.60% 4.189 M $ 97063 2023/12/31 465.737 K $ 12.40 %
2025/09/30 WM WASTE MGMT INC DEL 0.59% 4.157 M $ 18825 2020/03/31 -163.587 K $ -3.49 %
2025/09/30 LARSEN plus TOUBRO LTD INR 2.0 0.59% 4.128 M $ 100000 2022/06/30 -150.999 K $ -3.53 %
2025/09/30 IBKR INTERACTIVE BROKERS GROU CLASS A 0.59% 4.127 M $ 59973 2024/09/30 926.770 K $ 24.18 %
2025/09/30 PTC PTC INC 0.59% 4.118 M $ 20282 2021/12/31 726.042 K $ 17.80 %
2025/09/30 INFO EDGE INDIA LTD INR 2.0 0.58% 4.087 M $ 277185 2025/06/30 -717.909 K $ -14.94 %
2025/09/30 LNTH LANTHEUS HLDGS INC 0.58% 4.087 M $ 79686 2023/12/31 -1.756 M $ -37.34 %
2025/09/30 ADM ARCHER-DANIELS MIDLAND C 0.57% 3.983 M $ 66675 2017/06/30 524.665 K $ 13.19 %
2025/09/30 WTTR SELECT WATER SOLUTIO A CLASS A 0.57% 3.967 M $ 371073 2023/09/30 776.486 K $ 23.73 %
2025/09/30 NXE NEXGEN ENERGY LTD F 0.56% 3.954 M $ 441775 2022/12/31 906.618 K $ 28.96 %
2025/09/30 TJX TJX COS INC NEW 0.56% 3.950 M $ 27327 2019/03/31 591.231 K $ 17.05 %
2025/09/30 VLO VALERO ENERGY CORP NEW 0.56% 3.923 M $ 23044 2021/03/31 858.009 K $ 26.66 %
2025/09/30 ABC CENCORA INC CLASS SERIES A 0.56% 3.914 M $ 12522 2023/03/31 0.000 $ 0.00 %
2025/09/30 NXPI NXP SEMICONDUCTORS N V F 0.56% 3.912 M $ 17177 2023/12/31 166.985 K $ 4.23 %
2025/09/30 GXO GXO LOGISTICS INC 0.55% 3.834 M $ 72486 2023/12/31 420.525 K $ 8.60 %
2025/09/30 FNB F N B CORP PA 0.54% 3.790 M $ 235229 2025/06/30 360.975 K $ 10.49 %
2025/09/30 ADP AUTOMATIC DATA PROCESSIN 0.54% 3.756 M $ 12796 2020/03/31 -196.158 K $ -4.83 %
2025/09/30 SNA SNAP ON INC 0.53% 3.720 M $ 10734 2020/09/30 390.758 K $ 11.36 %
2025/09/30 GDDY GODADDY INC CLASS A 0.53% 3.710 M $ 27112 2025/09/30 0.000 $ 0.00 %
2025/09/30 SNX TD SYNNEX CORP 0.53% 3.709 M $ 22651 2023/09/30 716.088 K $ 20.67 %
2025/09/30 AZN ASTRAZENECA PLC F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.53% 3.707 M $ 48315 2023/09/30 348.860 K $ 9.79 %
2025/09/30 SLB SCHLUMBERGER LTD F 0.53% 3.700 M $ 107642 2022/09/30 47.406 K $ 1.69 %
2025/09/30 AL AIR LEASE CORP CLASS A 0.53% 3.686 M $ 57917 2022/09/30 425.411 K $ 8.82 %
2025/09/30 SBSW SIBANYE STILLWATER LTD F UNSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.52% 3.679 M $ 327345 2025/09/30 0.000 $ 0.00 %
2025/09/30 RAMP LIVERAMP HLDGS INC 0.52% 3.651 M $ 134518 2024/12/31 -801.219 K $ -17.86 %
2025/09/30 RELIANCE INDUSTRIES LTD INR 10.0 0.52% 3.626 M $ 236000 2021/03/31 -505.040 K $ -12.23 %
2025/09/30 SF STIFEL FINL CORP 0.52% 3.620 M $ 31907 2023/09/30 317.667 K $ 9.34 %
2025/09/30 NBIX NEUROCRINE BIOSCIENCES I 0.51% 3.559 M $ 25354 2024/06/30 624.633 K $ 11.69 %
2025/09/30 HON HONEYWELL INTL INC 0.50% 3.505 M $ 16651 2018/06/30 -400.266 K $ -9.61 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.50% 3.497 M $ 7006 2018/03/31 276.656 K $ 7.79 %
2025/09/30 AON AON PLC F CLASS A 0.49% 3.423 M $ 9600 2024/03/31 -1.962 K $ -0.05 %
2025/09/30 HCSG HEALTHCARE SVCS GROUP IN 0.49% 3.409 M $ 202557 2023/12/31 491.020 K $ 11.98 %
2025/09/30 CVX CHEVRON CORP NEW 0.49% 3.406 M $ 21931 2020/03/31 273.992 K $ 8.45 %
2025/09/30 ALB ALBEMARLE CORP 0.48% 3.393 M $ 41850 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMGN AMGEN INC 0.47% 3.313 M $ 11741 2024/06/30 36.579 K $ 1.07 %
2025/09/30 COHU COHU INC 0.44% 3.109 M $ 152943 2025/09/30 0.000 $ 0.00 %
2025/09/30 UNP UNION PAC CORP 0.44% 3.070 M $ 12987 2020/03/31 84.285 K $ 2.73 %
2025/09/30 FLR FLUOR CORP NEW 0.42% 2.972 M $ 70654 2021/12/31 -825.203 K $ -17.94 %
2025/09/30 SLI STANDARD LITHIUM LTD F 0.41% 2.909 M $ 863238 2025/09/30 0.000 $ 0.00 %
2025/09/30 LLY ELI LILLY AND CO 0.41% 2.900 M $ 3800 2020/03/31 -65.607 K $ -2.12 %
2025/09/30 KEX KIRBY CORP 0.40% 2.837 M $ 34001 2022/03/31 -1.026 M $ -26.42 %
2025/09/30 ZETA ZETA GLOBAL HLDGS CORP CLASS A 0.40% 2.834 M $ 142615 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCI SERVICE CORP INTL 0.40% 2.813 M $ 33805 2023/12/31 63.314 K $ 2.24 %
2025/09/30 AOS SMITH A O CORP 0.40% 2.812 M $ 38303 2020/12/31 309.201 K $ 11.96 %
2025/09/30 CPRX CATALYST PHARMACEUTICALS 0.40% 2.811 M $ 142684 2025/03/31 -288.038 K $ -9.22 %
2025/09/30 MTRX MATRIX SVC CO 0.39% 2.764 M $ 211280 2022/03/31 -94.003 K $ -3.18 %
2025/09/30 FANG DIAMONDBACK ENERGY INC 0.39% 2.722 M $ 19023 2022/06/30 111.537 K $ 4.15 %