Stanley-Laman Group, Ltd.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC CLASS CLASS A | 73,217 | 74,739 | +1,522 | 17,799,146 | 23,393,452 | +5,594,306 |
| CITIZENS FINL GROUP INC | 0 | 73,314 | +73,314 | 0 | 4,282,279 | +4,282,279 |
| RTX CORP | 63,558 | 80,314 | +16,756 | 10,635,208 | 14,729,623 | +4,094,415 |
| ELI LILLY AND CO | 3,800 | 6,465 | +2,665 | 2,899,510 | 6,947,981 | +4,048,471 |
| OLIN CORP | 0 | 178,678 | +178,678 | 0 | 3,721,870 | +3,721,870 |
| VANGUARD S&P 500 ETF | 8,680 | 14,286 | +5,606 | 5,315,706 | 8,959,047 | +3,643,341 |
| INTUITIVE SURGICAL INC | 13,456 | 16,727 | +3,271 | 6,017,927 | 9,473,504 | +3,455,577 |
| RANGE RES CORP | 0 | 81,958 | +81,958 | 0 | 2,889,839 | +2,889,839 |
| AMAZON.COM INC | 68,594 | 76,145 | +7,551 | 15,061,185 | 17,575,789 | +2,514,604 |
| LAM RESH CORP | 65,637 | 65,385 | -252 | 8,788,794 | 11,192,604 | +2,403,810 |
| TETRA TECHNOLOGIES INC D | 1,285,978 | 1,027,294 | -258,684 | 7,394,374 | 9,625,745 | +2,231,371 |
| CATERPILLAR INC | 960 | 4,615 | +3,655 | 458,064 | 2,643,795 | +2,185,731 |
| ROYAL CARIBBEAN GROU F | 0 | 7,740 | +7,740 | 0 | 2,158,841 | +2,158,841 |
| MASTERCARD INC CLASS CLASS A | 9,107 | 12,812 | +3,705 | 5,180,264 | 7,314,256 | +2,133,992 |
| TENCENT HOLDINGS LTD HKD 0.00002 | 0 | 27,000 | +27,000 | 0 | 2,077,857 | +2,077,857 |
| ANTERO RES CORP | 78,998 | 135,934 | +56,936 | 2,651,173 | 4,684,286 | +2,033,113 |
| DIGITAL RLTY TR INC REIT | 0 | 13,134 | +13,134 | 0 | 2,031,961 | +2,031,961 |
| ADVANCED MICRO DEVIC | 38,274 | 38,216 | -58 | 6,192,350 | 8,184,339 | +1,991,989 |
| AVIENT CORP | 0 | 60,671 | +60,671 | 0 | 1,895,362 | +1,895,362 |
| AMPHENOL CORP NEW CLASS CLASS A | 0 | 13,680 | +13,680 | 0 | 1,848,715 | +1,848,715 |
| MERCADOLIBRE INC USD 0.001 | 0 | 900 | +900 | 0 | 1,812,834 | +1,812,834 |
| APPLE INC | 36,027 | 40,073 | +4,046 | 9,173,451 | 10,894,167 | +1,720,716 |
| REC LTD INR 10.0 | 0 | 400,269 | +400,269 | 0 | 1,564,925 | +1,564,925 |
| DELTA AIR LINES INC DEL | 0 | 20,942 | +20,942 | 0 | 1,453,375 | +1,453,375 |
| ALBEMARLE CORP | 41,850 | 34,260 | -7,590 | 3,393,198 | 4,845,698 | +1,452,500 |
| COHU INC | 152,943 | 195,536 | +42,593 | 3,109,331 | 4,550,123 | +1,440,792 |
| PALO ALTO NETWORKS INC | 34,147 | 45,265 | +11,118 | 6,953,012 | 8,337,813 | +1,384,801 |
| LODHA DEVELOPERS LTD INR 10.0 144A | 80,000 | 200,000 | +120,000 | 1,028,509 | 2,351,929 | +1,323,420 |
| ALCHIP TECHNOLOGIES LTD TWD 10.0 | 0 | 11,200 | +11,200 | 0 | 1,251,158 | +1,251,158 |
| SERVICENOW INC | 0 | 7,925 | +7,925 | 0 | 1,214,031 | +1,214,031 |
| CONTEMPORARY AMPEREX TECHNO CNY 1.0 | 0 | 22,500 | +22,500 | 0 | 1,182,480 | +1,182,480 |
| KIRBY CORP | 34,001 | 36,211 | +2,210 | 2,837,383 | 3,989,728 | +1,152,345 |
| AXSOME THERAPEUTICS INC. | 17,501 | 17,918 | +417 | 2,125,496 | 3,272,544 | +1,147,048 |
| BOEING CO | 23,160 | 28,291 | +5,131 | 4,998,623 | 6,142,542 | +1,143,919 |
| PARKER-HANNIFIN CORP | 5,818 | 6,248 | +430 | 4,411,163 | 5,492,076 | +1,080,913 |
| STANDARD LITHIUM LTD F | 863,238 | 892,195 | +28,957 | 2,909,112 | 3,988,112 | +1,079,000 |
| PB FINTECH LTD INR 2.0 | 0 | 50,000 | +50,000 | 0 | 1,036,583 | +1,036,583 |
| KLA CORP | 7,627 | 7,621 | -6 | 8,226,482 | 9,260,125 | +1,033,643 |
| WEATHERFORD INTL PLC F | 71,277 | 75,363 | +4,086 | 4,877,485 | 5,897,908 | +1,020,423 |
| GE VERNOVA INC | 0 | 1,533 | +1,533 | 0 | 1,001,923 | +1,001,923 |
| CHUBB LTD F | 0 | 3,187 | +3,187 | 0 | 994,726 | +994,726 |
| DEVON ENERGY CORP NEW | 0 | 26,146 | +26,146 | 0 | 957,728 | +957,728 |
| KNIGHT-SWIFT TRANSN HLDG CLASS CLASS A | 65,735 | 67,959 | +2,224 | 2,597,202 | 3,552,900 | +955,698 |
| LANTHEUS HLDGS INC | 79,686 | 75,446 | -4,240 | 4,087,095 | 5,020,931 | +933,836 |
| ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 9,175 | 9,162 | -13 | 8,882,226 | 9,802,057 | +919,831 |
| GSK PLC ADR F SPONSORED ADR 1 ADR REPS 2 ORD SHS | 97,063 | 104,136 | +7,073 | 4,189,250 | 5,106,850 | +917,600 |
| CITY UNION BANK LTD INR 1.0 | 1,000,000 | 1,000,000 | 0 | 2,399,178 | 3,308,878 | +909,700 |
| ASTRAZENECA PLC F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS | 48,315 | 50,112 | +1,797 | 3,706,735 | 4,606,806 | +900,071 |
| MARRIOTT INTL INC NEW CLASS CLASS A | 0 | 2,840 | +2,840 | 0 | 881,082 | +881,082 |
| PATTERSON-UTI ENERGY INC | 426,282 | 498,915 | +72,633 | 2,208,141 | 3,048,373 | +840,232 |
| SAMSUNG ELECTRONICS CO LT KRW 100.0 | 35,207 | 35,207 | 0 | 2,105,318 | 2,930,352 | +825,034 |
| TSE CO LTD KRW 500.0 | 0 | 20,000 | +20,000 | 0 | 799,695 | +799,695 |
| TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | 30,715 | 30,724 | +9 | 8,578,392 | 9,336,716 | +758,324 |
| BROADCOM INC | 34,385 | 34,937 | +552 | 11,343,955 | 12,091,696 | +747,741 |
| LYONDELLBASELL INDUSTR F CLASS A | 32,188 | 53,423 | +21,235 | 1,578,479 | 2,313,203 | +734,724 |
| MONGODB INC CLASS CLASS A | 0 | 1,744 | +1,744 | 0 | 731,939 | +731,939 |
| AMGEN INC | 11,741 | 12,196 | +455 | 3,313,409 | 3,991,756 | +678,347 |
| ZOETIS INC CLASS CLASS A | 0 | 5,387 | +5,387 | 0 | 677,792 | +677,792 |
| SALESFORCE INC | 0 | 2,429 | +2,429 | 0 | 643,466 | +643,466 |
| HOME DEPOT INC | 0 | 1,861 | +1,861 | 0 | 640,370 | +640,370 |
| SLB LIMITED F | 107,642 | 113,052 | +5,410 | 3,699,646 | 4,338,932 | +639,286 |
| SEA LTD USD 0.0005 ADR | 0 | 5,000 | +5,000 | 0 | 637,850 | +637,850 |
| JABIL INC | 22,647 | 24,323 | +1,676 | 4,918,301 | 5,546,195 | +627,894 |
| MERCK & CO. INC. | 2,718 | 8,131 | +5,413 | 228,122 | 855,869 | +627,747 |
| GRAB HOLDINGS LTD USD 0.000001 | 200,000 | 360,000 | +160,000 | 1,204,000 | 1,796,400 | +592,400 |
| CENCORA INC CLASS SERIES A | 12,522 | 13,291 | +769 | 3,913,627 | 4,489,193 | +575,566 |
| MCKESSON CORP | 5,647 | 5,999 | +352 | 4,362,640 | 4,921,055 | +558,415 |
| CVS HEALTH CORP | 66,776 | 70,440 | +3,664 | 5,034,243 | 5,590,098 | +555,855 |
| IONIS PHARMACEUTICALS IN | 35,774 | 36,512 | +738 | 2,340,335 | 2,888,464 | +548,129 |
| HD HYUNDAI ELECTRIC CO L KRW 5000.0 | 0 | 1,000 | +1,000 | 0 | 537,295 | +537,295 |
| ONTO INNOVATION INC | 33,233 | 30,507 | -2,726 | 4,294,368 | 4,815,835 | +521,467 |
| STIFEL FINL CORP | 31,907 | 33,065 | +1,158 | 3,620,476 | 4,140,442 | +519,966 |
| D'ALBA GLOBAL CO LTD KRW 100.0 | 0 | 5,000 | +5,000 | 0 | 511,957 | +511,957 |
| OSI SYS INC | 17,547 | 19,126 | +1,579 | 4,373,414 | 4,878,278 | +504,864 |
| UNITED PARCEL SVC INC CLASS CLASS B | 27,442 | 28,131 | +689 | 2,292,197 | 2,790,272 | +498,075 |
| LIVERAMP HLDGS INC | 134,518 | 140,788 | +6,270 | 3,650,819 | 4,134,944 | +484,125 |
| PTC INC | 20,282 | 26,348 | +6,066 | 4,117,652 | 4,590,085 | +472,433 |
| VANGUARD LARGE CAP ETF | 0 | 1,465 | +1,465 | 0 | 461,166 | +461,166 |
| ZSCALER INC | 0 | 2,047 | +2,047 | 0 | 460,411 | +460,411 |
| CAE INC F | 184,307 | 194,624 | +10,317 | 5,462,859 | 5,920,462 | +457,603 |
| VALARIS LTD F | 116,959 | 122,122 | +5,163 | 5,704,090 | 6,154,949 | +450,859 |
| CATALYST PHARMACEUTICALS | 142,684 | 139,392 | -3,292 | 2,810,875 | 3,253,409 | +442,534 |
| SPDR S&P 500 ETF | 452 | 1,085 | +633 | 301,252 | 739,971 | +438,719 |
| DATADOG INC CLASS A | 0 | 3,194 | +3,194 | 0 | 434,352 | +434,352 |
| TJX COS INC NEW | 27,327 | 28,519 | +1,192 | 3,949,885 | 4,380,731 | +430,846 |
| MICROSOFT CORP | 40,405 | 44,162 | +3,757 | 20,927,867 | 21,357,804 | +429,937 |
| VA TECH WABAG LTD INR 2.0 | 0 | 30,000 | +30,000 | 0 | 424,335 | +424,335 |
| SNOWFLAKE INC CLASS CLASS A | 0 | 1,932 | +1,932 | 0 | 423,804 | +423,804 |
| RELIANCE INDUSTRIES LTD INR 10.0 | 236,000 | 236,000 | 0 | 3,625,504 | 4,043,116 | +417,612 |
| PROLOGIS INC REIT | 21,460 | 22,332 | +872 | 2,457,575 | 2,850,956 | +393,381 |
| ENTERGY CORP NEW | 89,460 | 94,426 | +4,966 | 8,336,818 | 8,727,783 | +390,965 |
| HARTFORD INS GROUP INC | 31,743 | 33,558 | +1,815 | 4,234,250 | 4,624,287 | +390,037 |
| NEXGEN ENERGY LTD F | 441,775 | 472,115 | +30,340 | 3,953,886 | 4,343,458 | +389,572 |
| LARSEN plus TOUBRO LTD INR 2.0 | 100,000 | 100,000 | 0 | 4,128,113 | 4,512,714 | +384,601 |
| ASIA COMMERCIAL BANK JS VND 10000.0 | 240,000 | 670,000 | +430,000 | 237,484 | 611,407 | +373,923 |
| STARBUCKS CORP | 0 | 4,425 | +4,425 | 0 | 372,629 | +372,629 |
| SIBANYE STILLWATER LTD F UNSPONSORED ADR 1 ADR REPS 4 ORD SHS | 327,345 | 284,141 | -43,204 | 3,679,358 | 4,049,009 | +369,651 |
| NEUROCRINE BIOSCIENCES I | 25,354 | 27,618 | +2,264 | 3,559,195 | 3,917,061 | +357,866 |
| UIPATH INC CLASS CLASS A | 0 | 21,791 | +21,791 | 0 | 357,154 | +357,154 |
| OKTA INC CLASS A | 0 | 3,971 | +3,971 | 0 | 343,372 | +343,372 |