Stanley-Laman Group, Ltd.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VERTIV HLDGS CO CLASS CLASS A(VRT) | 3,313 | 29,302 | +25,989 | 536,739 | 7,342,495 | 0.90% | +6,805,756 |
| APPLIED MATLS INC | 2,085 | 20,141 | +18,056 | 535,824 | 6,883,992 | 0.85% | +6,348,168 |
| ANALOG DEVICES INC(ADI) | 0 | 18,890 | +18,890 | 0 | 6,009,665 | 0.74% | +6,009,665 |
| HEWLETT PACKARD ENTERPRI(HPE) | 0 | 251,974 | +251,974 | 0 | 5,999,501 | 0.74% | +5,999,501 |
| MICRON TECHNOLOGY INC(MU) | 0 | 15,881 | +15,881 | 0 | 5,365,237 | 0.66% | +5,365,237 |
| VALARIS LTD F(VAL) | 122,122 | 105,827 | -16,295 | 6,154,949 | 10,375,279 | 1.27% | +4,220,330 |
| PETROLEO BRASILEIRO SA F SPONSORED ADR 1 ADR REPS 2 ORD SHS SP ADR NON VTG | 0 | 174,807 | +174,807 | 0 | 3,627,245 | 0.45% | +3,627,245 |
| NASDAQ INC(NDAQ) | 5,982 | 49,247 | +43,265 | 581,032 | 4,180,578 | 0.51% | +3,599,546 |
| MARTEN TRANS LTD(MRTN) | 0 | 272,469 | +272,469 | 0 | 3,577,521 | 0.44% | +3,577,521 |
| LAM RESH CORP(LRCX) | 65,385 | 65,918 | +533 | 11,192,604 | 14,084,040 | 1.73% | +2,891,436 |
| PATTERSON-UTI ENERGY INC(PTEN) | 498,915 | 530,634 | +31,719 | 3,048,373 | 5,746,765 | 0.71% | +2,698,392 |
| OLIN CORP(OLN) | 178,678 | 214,704 | +36,026 | 3,721,870 | 6,383,140 | 0.78% | +2,661,270 |
| ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS N Y REGISTRY SHS | 9,162 | 9,320 | +158 | 9,802,057 | 12,310,136 | 1.51% | +2,508,079 |
| RANGE RES CORP(RRC) | 81,958 | 119,326 | +37,368 | 2,889,839 | 5,391,151 | 0.66% | +2,501,312 |
| ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 43,416 | 47,189 | +3,773 | 4,745,803 | 7,138,752 | 0.88% | +2,392,949 |
| ROYALTY PHARMA PLC F CLASS A(RPRX) | 0 | 49,286 | +49,286 | 0 | 2,364,249 | 0.29% | +2,364,249 |
| LYONDELLBASELL INDUSTR F CLASS A SHS - A - | 53,423 | 57,101 | +3,678 | 2,313,203 | 4,600,091 | 0.56% | +2,286,888 |
| KLA CORP(KLAC) | 7,621 | 7,773 | +152 | 9,260,125 | 11,445,043 | 1.41% | +2,184,918 |
| ENTERGY CORP NEW(ETR) | 94,426 | 97,060 | +2,634 | 8,727,783 | 10,905,667 | 1.34% | +2,177,884 |
| VALERO ENERGY CORP NEW(VLO) | 21,715 | 22,225 | +510 | 3,535,006 | 5,491,473 | 0.67% | +1,956,467 |
| MONOLITHIC PWR SYS INC(MPWR) | 9,237 | 9,438 | +201 | 8,372,047 | 10,319,037 | 1.27% | +1,946,990 |
| COHU INC(COHU) | 195,536 | 209,012 | +13,476 | 4,550,123 | 6,399,947 | 0.79% | +1,849,824 |
| LINDE PLC F(LIN) | 19,244 | 20,095 | +851 | 8,205,498 | 9,962,464 | 1.22% | +1,756,966 |
| AVIENT CORP(AVNT) | 60,671 | 100,229 | +39,558 | 1,895,362 | 3,638,313 | 0.45% | +1,742,951 |
| SLB LIMITED F(SLB) | 113,052 | 116,845 | +3,793 | 4,338,932 | 6,004,642 | 0.74% | +1,665,710 |
| CORCEPT THERAPEUTICS INC(CORT) | 33,311 | 68,625 | +35,314 | 1,159,223 | 2,766,274 | 0.34% | +1,607,051 |
| ANTERO RES CORP(AR) | 135,934 | 145,748 | +9,814 | 4,684,286 | 6,185,545 | 0.76% | +1,501,259 |
| CERAGON NETWORKS LTD F | 0 | 691,854 | +691,854 | 0 | 1,494,405 | 0.18% | +1,494,405 |
| CHEVRON CORP NEW(CVX) | 22,785 | 23,920 | +1,135 | 3,472,676 | 4,948,999 | 0.61% | +1,476,323 |
| LANTHEUS HLDGS INC(LNTH) | 75,446 | 85,474 | +10,028 | 5,020,931 | 6,483,203 | 0.80% | +1,462,272 |
| WEATHERFORD INTL PLC F(WFRD) | 75,363 | 76,932 | +1,569 | 5,897,908 | 7,276,229 | 0.89% | +1,378,321 |
| CAMECO CORP F(CCJ) | 140,075 | 130,631 | -9,444 | 12,815,462 | 14,187,833 | 1.74% | +1,372,371 |
| TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS(TSM) | 30,724 | 31,458 | +734 | 9,336,716 | 10,631,231 | 1.31% | +1,294,515 |
| SELECT WATER SOLUTIO A CLASS CLASS A(WTTR) | 382,502 | 346,493 | -36,009 | 4,023,917 | 5,301,338 | 0.65% | +1,277,421 |
| NEXTERA ENERGY INC(NEE) | 0 | 13,291 | +13,291 | 0 | 1,234,468 | 0.15% | +1,234,468 |
| NEXGEN ENERGY LTD F(NXE) | 472,115 | 479,439 | +7,324 | 4,343,458 | 5,561,492 | 0.68% | +1,218,034 |
| ONTO INNOVATION INC(ONTO) | 30,507 | 29,337 | -1,170 | 4,815,835 | 6,016,139 | 0.74% | +1,200,304 |
| ARCHER-DANIELS MIDLAND C | 69,131 | 70,765 | +1,634 | 3,974,328 | 5,143,939 | 0.63% | +1,169,611 |
| GE VERNOVA INC(GEV) | 1,533 | 2,484 | +951 | 1,001,923 | 2,168,284 | 0.27% | +1,166,361 |
| RTX CORP(RTX) | 80,314 | 82,179 | +1,865 | 14,729,623 | 15,852,331 | 1.95% | +1,122,708 |
| DIAMONDBACK ENERGY INC(FANG) | 19,681 | 20,537 | +856 | 2,958,665 | 4,062,111 | 0.50% | +1,103,446 |
| AAR CORP | 62,659 | 56,628 | -6,031 | 5,187,539 | 6,198,501 | 0.76% | +1,010,962 |
| LOCKHEED MARTIN CORP(LMT) | 7,279 | 7,478 | +199 | 3,520,609 | 4,519,681 | 0.55% | +999,072 |
| ENERGY FUELS INC F(UUUU) | 327,265 | 315,085 | -12,180 | 4,758,433 | 5,750,301 | 0.71% | +991,868 |
| JABIL INC(JBL) | 24,323 | 24,612 | +289 | 5,546,195 | 6,537,770 | 0.80% | +991,575 |
| L3HARRIS TECHNOLOGIES IN(LHX) | 16,342 | 16,758 | +416 | 4,797,378 | 5,783,917 | 0.71% | +986,539 |
| KIRBY CORP(KEX) | 36,211 | 36,898 | +687 | 3,989,728 | 4,903,006 | 0.60% | +913,278 |
| SAMSUNG ELECTRONICS CO LT KRW 100.0 | 35,207 | 35,207 | 0 | 2,930,352 | 3,843,313 | 0.47% | +912,961 |
| ALBEMARLE CORP(ALB) | 34,260 | 31,919 | -2,341 | 4,845,698 | 5,730,429 | 0.70% | +884,731 |
| UNITED PARCEL SVC INC CLASS CLASS B(UPS) | 28,131 | 37,348 | +9,217 | 2,790,272 | 3,674,305 | 0.45% | +884,033 |
| HYUNDAI EN KRW5000 | 20,000 | 20,000 | 0 | 973,239 | 1,855,515 | 0.23% | +882,276 |
| COSTCO WHSL CORP NEW(COST) | 4,942 | 5,127 | +185 | 4,261,797 | 5,108,856 | 0.63% | +847,059 |
| CATERPILLAR INC(CAT) | 4,615 | 4,839 | +224 | 2,643,795 | 3,428,238 | 0.42% | +784,443 |
| BYD ELECTRONIC INTERNATIONA HKD 0.1 | 35,000 | 265,000 | +230,000 | 151,269 | 932,884 | 0.11% | +781,615 |
| ASPEED TECHNOLOGY INC TWD 10.0 | 8,000 | 8,000 | 0 | 1,922,312 | 2,677,510 | 0.33% | +755,198 |
| ZETA GLOBAL HLDGS CORP CLASS CLASS A(ZETA) | 145,916 | 233,663 | +87,747 | 2,969,391 | 3,719,915 | 0.46% | +750,524 |
| LEMON TREE HOTELS LTD INR 10.0 144A | 0 | 700,000 | +700,000 | 0 | 743,552 | 0.09% | +743,552 |
| GSK PLC ADR F SPONSORED ADR 1 ADR REPS 2 ORD SHS(GSK) | 104,136 | 105,176 | +1,040 | 5,106,850 | 5,804,639 | 0.71% | +697,789 |
| SUNGROW POWER SUPPLY CO LTD CNY 1.0 | 0 | 29,000 | +29,000 | 0 | 632,877 | 0.08% | +632,877 |
| TARGET CORP EQUITY CLASS EQUITY(TGT) | 21,011 | 22,005 | +994 | 2,053,781 | 2,667,028 | 0.33% | +613,247 |
| TD SYNNEX CORP(SNX) | 23,390 | 24,459 | +1,069 | 3,513,812 | 4,126,443 | 0.51% | +612,631 |
| WIWYNN CORP TWD 10.0 | 1,000 | 7,260 | +6,260 | 142,741 | 749,390 | 0.09% | +606,649 |
| CATALYST PHARMACEUTICALS(CPRX) | 139,392 | 155,021 | +15,629 | 3,253,409 | 3,838,320 | 0.47% | +584,911 |
| MARVELL TECHNOLOGY INC(MRVL) | 40,086 | 40,286 | +200 | 3,406,489 | 3,990,319 | 0.49% | +583,830 |
| VITZROCELL CO LTD KRW 500.0 | 0 | 25,000 | +25,000 | 0 | 581,073 | 0.07% | +581,073 |
| TSE CO LTD KRW 500.0 | 20,000 | 20,000 | 0 | 799,695 | 1,380,211 | 0.17% | +580,516 |
| VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | 11,941 | 20,351 | +8,410 | 745,983 | 1,304,118 | 0.16% | +558,135 |
| CORNING INC(GLW) | 11,529 | 11,529 | 0 | 1,009,479 | 1,567,598 | 0.19% | +558,119 |
| FLUOR CORP NEW(FLR) | 76,558 | 76,714 | +156 | 3,033,994 | 3,578,708 | 0.44% | +544,714 |
| TRANSFORMERS plus RECTIFIERS I INR 1.0 | 0 | 200,000 | +200,000 | 0 | 538,816 | 0.07% | +538,816 |
| VANGUARD SMALL-CAP INDEX FUND ETF SHARES | 0 | 2,036 | +2,036 | 0 | 533,269 | 0.07% | +533,269 |
| QUANTA COMPUTER INC TWD 10.0 | 14,000 | 72,900 | +58,900 | 121,195 | 635,053 | 0.08% | +513,858 |
| DEVON ENERGY CORP NEW(DVN) | 26,146 | 28,651 | +2,505 | 957,728 | 1,441,718 | 0.18% | +483,990 |
| RELIANCE INC | 7,663 | 8,774 | +1,111 | 2,213,611 | 2,666,594 | 0.33% | +452,983 |
| CITIZENS FINL GROUP INC(CFG) | 73,314 | 78,935 | +5,621 | 4,282,279 | 4,733,748 | 0.58% | +451,469 |
| KNIGHT-SWIFT TRANSN HLDG CLASS CLASS A(KNX) | 67,959 | 69,423 | +1,464 | 3,552,900 | 3,997,368 | 0.49% | +444,468 |
| VA TECH WABAG LTD INR 2.0 | 30,000 | 70,000 | +40,000 | 424,335 | 855,731 | 0.11% | +431,396 |
| HONEYWELL INTL INC(HON) | 17,255 | 16,770 | -485 | 3,366,351 | 3,790,437 | 0.47% | +424,086 |
| DEERE & CO(DE) | 0 | 733 | +733 | 0 | 412,899 | 0.05% | +412,899 |
| GOKALDAS EXPORTS LTD INR 5.0 | 70,000 | 160,000 | +90,000 | 573,329 | 981,149 | 0.12% | +407,820 |
| AMGEN INC(AMGN) | 12,196 | 12,465 | +269 | 3,991,756 | 4,385,781 | 0.54% | +394,025 |
| MCKESSON CORP(MCK) | 5,999 | 6,132 | +133 | 4,921,055 | 5,306,555 | 0.65% | +385,500 |
| ISHARES RUSSELL 1000 GROWTH ETF | 1,620 | 2,692 | +1,072 | 766,746 | 1,147,869 | 0.14% | +381,123 |
| WASTE MGMT INC DEL(WM) | 19,586 | 20,358 | +772 | 4,303,321 | 4,677,974 | 0.57% | +374,653 |
| UNION PAC CORP(UNP) | 13,551 | 14,418 | +867 | 3,134,511 | 3,498,041 | 0.43% | +363,530 |
| EUGENE TECHNOLOGY CO LTD KRW 500.0 | 0 | 5,000 | +5,000 | 0 | 361,375 | 0.04% | +361,375 |
| INDIAN HOT INR1 (POST SUBDIVISION) | 0 | 60,000 | +60,000 | 0 | 359,941 | 0.04% | +359,941 |
| SEA LTD USD 0.0005 ADR(SE) | 5,000 | 12,000 | +7,000 | 637,850 | 993,720 | 0.12% | +355,870 |
| WALMART INC(WMT) | 0 | 2,860 | +2,860 | 0 | 355,441 | 0.04% | +355,441 |
| VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | 0 | 6,390 | +6,390 | 0 | 345,363 | 0.04% | +345,363 |
| DIGITAL RLTY TR INC REIT(DLR) | 13,134 | 13,134 | 0 | 2,031,961 | 2,366,878 | 0.29% | +334,917 |
| VISA INC CLASS CLASS A(V) | 0 | 1,090 | +1,090 | 0 | 329,442 | 0.04% | +329,442 |
| EATON CORP PLC F(ETN) | 1,214 | 1,990 | +776 | 386,671 | 711,763 | 0.09% | +325,092 |
| SNAP ON INC(SNA) | 11,166 | 11,475 | +309 | 3,847,869 | 4,168,099 | 0.51% | +320,230 |
| GEMADEPT CORP VND 10000.0 | 450,000 | 450,000 | 0 | 1,043,726 | 1,358,069 | 0.17% | +314,343 |
| EAGLERISE ELECTRIC plus ELECTR CNY 1.0 | 0 | 60,000 | +60,000 | 0 | 306,592 | 0.04% | +306,592 |
| EVERPURE INC CLASS A(P) | 48,400 | 60,081 | +11,681 | 3,243,284 | 3,547,182 | 0.44% | +303,898 |
| SK HYNIX INC KRW 5000.0 | 288 | 823 | +535 | 130,150 | 433,624 | 0.05% | +303,474 |
| VANGUARD MID-CAP INDEX FUND ETF SHARES | 0 | 1,046 | +1,046 | 0 | 300,390 | 0.04% | +300,390 |
| TJX COS INC NEW(TJX) | 28,519 | 29,257 | +738 | 4,380,731 | 4,672,304 | 0.57% | +291,573 |