SL
| |
Stanley-Laman Group, Ltd.13F | |
| Stanley-Laman Group, Ltd. | |
| Last update 2025-04-16 | 267 Stocks (35 new) |
| Value $623.00 Mil | Turnover 15 % |
Stanley-Laman Group, Ltd. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 32,391 | 12,159.2 | -1.23% | 1.950 | -0.02% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
OKTA | Okta Inc | 95,004 | 9,996.3 | +63.53% | 1.610 | +0.63% | 0.050 | -2.55% | +21.10% | 16,707.2 | Software | |
LIN | Linde PLC | 21,154 | 9,850.4 | +0.50% | 1.580 | +0.01% | 0.000 | +3.18% | +11.79% | 218,891.6 | Chemicals | |
VOO | Vanguard S&P 500 ETF | 19,035 | 9,782.3 | -48.20% | 1.570 | -1.40% | 0.000 | +19.59% | +7.78% | 660,834.1 | ||
CCJ | Cameco Corp | 236,235 | 9,723.4 | +0.64% | 1.560 | +0.01% | 0.050 | +91.77% | +53.67% | 34,329.9 | Other Energy Sources | |
RTX | RTX Corp | 70,696 | 9,364.4 | -0.46% | 1.500 | -0.01% | 0.010 | +18.14% | +32.25% | 202,397.0 | Aerospace & Defense | |
ETR | Entergy Corp | 101,591 | 8,685.0 | -2.93% | 1.390 | -0.03% | 0.020 | +4.51% | +15.62% | 38,563.3 | Utilities - Regulated | |
AAPL | Apple Inc | 38,929 | 8,647.4 | -5.69% | 1.390 | -0.09% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
SNOW | Snowflake Inc | 57,046 | 8,337.8 | -0.76% | 1.340 | -0.01% | 0.020 | +51.22% | +40.46% | 72,367.1 | Software | |
ZS | Zscaler Inc | 41,575 | 8,249.3 | +81.92% | 1.320 | +0.59% | 0.030 | +43.58% | +60.04% | 44,952.5 | Software |
Stanley-Laman Group, Ltd.'s Historical Top Holdings Breakdowns
Stanley-Laman Group, Ltd.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GAMB | Gambling.com Group Ltd | 2025-03-31 | Reduce Reduce | -1.81% | 11.67 ($14.06) 16.75 | $11.09 | -21.12% | Reduce -83.76% | 169,700 | -874,973 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -1.40% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Reduce -48.2% | 19,035 | -17,715 | |
DDOG | Datadog Inc | 2025-03-31 | New Buy New Buy | +0.98% | 98.68 ($126.18) 151.89 | $145.02 | 14.93% | New holding | 61,207 | 61,207 | |
DT | Dynatrace Inc | 2025-03-31 | Add Add | +0.89% | 47.15 ($54.7) 62.42 | $53.26 | -2.63% | Add 998.56% | 128,993 | 117,251 | |
HUBS | HubSpot Inc | 2025-03-31 | Add Add | +0.86% | 571.29 ($701.46) 819.71 | $542.41 | -22.67% | Add 745.45% | 10,585 | 9,333 | |
PCTY | Paylocity Holding Corp | 2025-03-31 | Sold Out Sold Out | -0.85% | 183.21 ($199.78) 217.86 | $186.38 | -6.71% | Sold Out | 0 | -28,953 | |
PAYC | Paycom Software Inc | 2025-03-31 | Sold Out Sold Out | -0.81% | 199.42 ($210.94) 225.82 | $229.71 | 8.90% | Sold Out | 0 | -26,819 | |
KVYO | Klaviyo Inc | 2025-03-31 | New Buy New Buy | +0.78% | 30.26 ($40.34) 49.19 | $32.22 | -20.13% | New holding | 160,177 | 160,177 | |
FROG | JFrog Ltd | 2025-03-31 | Sold Out Sold Out | -0.72% | 30.59 ($34.81) 42.03 | $42.25 | 21.37% | Sold Out | 0 | -165,930 | |
ASAN | Asana Inc | 2025-03-31 | Sold Out Sold Out | -0.72% | 12.64 ($18.97) 24.28 | $15.01 | -20.88% | Sold Out | 0 | -241,649 |
Stanley-Laman Group, Ltd. Total Holding History ($B)
Stanley-Laman Group, Ltd.'s Asset Allocation
Stanley-Laman Group, Ltd. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Stanley-Laman Group, Ltd.'s Hypothetical Growth since 2025-03-31
Stanley-Laman Group, Ltd.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Stanley-Laman Group, Ltd.'s Holdings Heat Map
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Stanley-Laman Group, Ltd.'s Holdings Bubble Chart
Stanley-Laman Group, Ltd. News
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