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Stanley-Laman Group

Berwyn, PAfiles as Stanley-Laman Group, Ltd.

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$984m in 298 US stocks at the end of 30 June 2026. The top 10 are 20.4% of the money. It changed about 18.4% of the portfolio this quarter.

Value
$984m
Stocks
298
Top 10 share
20.4%
Turnover
18.4%

What changed this quarter

New

Bought for the first time this quarter.

  • TeradyneTER
    1.0% of the fund
  • Seagate Technology HoldingsSTX
    0.9% of the fund
  • FabrinetFN
    0.6% of the fund
  • BeldenBDC
    0.4% of the fund
  • Regal RexnordRRX
    0.4% of the fund
  • TE ConnectivityTEL
    0.4% of the fund
  • Air Products & ChemicalsAPD
    0.4% of the fund
  • Ivanhoe ElectricIE
    0.2% of the fund
  • Mediatek INC TWD 10.0
    0.2% of the fund
  • Rithm AcquisitionRAC
    0.2% of the fund
  • Honeywell AerospaceHONA
    0.2% of the fund
  • GlobalfoundriesGFS
    0.2% of the fund
  • Ishares TRINDA
    0.1% of the fund
  • Vaneck ETF TrustVNM
    0.1% of the fund
  • Taiwan Semiconductor Manuf TWD 10.0TSMWF
    0.1% of the fund
  • Asia Vital Components CO L TWD 10.0AVMPF
    0.1% of the fund
  • Jentech Precision Industri TWD 10.0
    0.1% of the fund
  • Hanwha Aerospace CO LTD KRW 5000.0
    <0.1% of the fund
  • Soulbrain CO LTD KRW 500.0
    <0.1% of the fund
  • King Slide Works CO LTD TWD 10.0
    <0.1% of the fund
  • CG POWER plus INDUSTRIAL SOLUT INR 2.0
    <0.1% of the fund
  • Hansol Iones CO LTD KRW 500.0
    <0.1% of the fund
  • Zijin Mining Group CO LTD CNY 0.1ZIJMF
    <0.1% of the fund
  • GE T and D India
    <0.1% of the fund
  • SK Telecom CO LTD KRW 100.0
    <0.1% of the fund

Added

Bought more of a stock they already held.

  • Ionis PharmaceuticalsIONS
    0.5% of the fund
    +55%
  • Eoptolink Technology INC LT CNY 1.0
    0.4% of the fund
    +765%
  • Huntington BancsharesHBAN
    0.3% of the fund
    +33%
  • City Union Bank LTD INR 1.0
    0.3% of the fund
    +33%
  • Ceragon NetworksCRNT
    0.2% of the fund
    +32%
  • SK Hynix INC KRW 5000.0
    0.2% of the fund
    +19%
  • Alchip Technologies LTD TWD 10.0ALCPF
    0.2% of the fund
    +11%
  • Quanta Computer INC TWD 10.0
    0.2% of the fund
    +81%
  • NextEra EnergyNEE
    0.2% of the fund
    +30%
  • Lemon Tree Hotels LTD INR 10.0 144a
    0.1% of the fund
    +64%
  • Wiwynn Corp TWD 10.0
    0.1% of the fund
    +22%
  • PHU Nhuan Jewelry JSC VND 10000.0
    0.1% of the fund
    +78%
  • Komico LTD KRW 500.0
    0.1% of the fund
    +100%
  • HD Hyundai Electric CO L KRW 5000.0
    <0.1% of the fund
    +50%
  • Sungrow Power Supply CO LTD CNY 1.0
    <0.1% of the fund
    +38%
  • Life Insurance Corp of IND INR 10.0
    <0.1% of the fund
    +100%
  • EatonETN
    <0.1% of the fund
    +3%
  • State STR Spdr S&P 500 ETF TSPY
    <0.1% of the fund
    +3%
  • Advantest Corp NPVADTTF
    <0.1% of the fund
    +86%
  • Asia Commercial Bank JS VND 10000.0
    <0.1% of the fund
    +23%
  • VAT Group AG CHF 0.1 144aVTTGF
    <0.1% of the fund
    +94%
  • American ExpressAXP
    <0.1% of the fund
    +4%
  • EAGLERISE ELECTRIC plus ELECTR CNY 1.0
    <0.1% of the fund
    +117%
  • ASM International NV EUR 0.04ASMXF
    <0.1% of the fund
    +62%
  • Tokyo Electron LTD NPVTOELF
    <0.1% of the fund
    +20%

Cut

Sold some of their stake.

Sold out

Sold their entire stake.

Holdings

Showing the largest 100 of 298.

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 46.2% since 30 June 2025.

Where the money is

Technology33.3%
Industrials16.1%
Health care6.7%
Energy6.5%
Materials6.2%
Financial services5.1%
Media & telecom3.5%
Retail & consumer3.1%
Utilities1.5%
Everyday goods1.3%
Real estate0.7%
Other16.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.