Stanley-Laman Group, Ltd.

CIK 0001601489 · Q1 2026

13F Equity AUM

$814.5M

+3.5% QoQ

Positions

294

-11 QoQ

AUM Rank

#3,198

Top 26%

Skill Alpha (FF)

-4.4%/yr

Underperformer

Rank #7,193 · Top 88%

vs S&P -6.6%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 10.1%Top 10: 17.5%Top 20: 29.1%

GOOGL2.7%

AMZN2.0%

RTX1.9%

CCO1.7%

LRCX1.7%

NVDA1.7%

ASML1.6%

KLAC1.4%

AVGO1.4%

ETR1.3%

Others (284)82.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology25.6%

Industrials14.1%

Unclassified12.4%

Energy11.1%

Financial Services9.5%

Healthcare8.0%

Basic Materials4.7%

Communication Services4.7%

Other9.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 294Median: 0.17%Avg: 0.34%

0–0.5%

220(34.4%)

0.5–1%

58(40.4%)

1–3%

16(25.2%)

3–5%

0(0.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 195Unique: 99vs 20 funds

2.6%Low

294

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

3.6%

BANK OF AMERICA CORP /DE/

3.9%

6.2%

4.6%

4.8%

VANGUARD CAPITAL MANAGEMENT LLC

4.7%

GEODE CAPITAL MANAGEMENT, LLC

4.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New32Increased139Decreased47Exited43

New Positions

HPE0.7%

+252K

ADI0.7%

+19K

MU0.7%

+16K

PJX0.5%

+175K

MRTN0.4%

+272K

RPRX0.3%

+49K

CRNT0.2%

+692K

NEE0.1%

+13K

LEMON TREE HOTELS LT…0.1%

+700K

SUNGROW POWER SUPPLY…0.1%

+29K

Increased

BYD ELECTRONIC INTER…0.1%

+230K(+657%)

GOKALDAS EXPORTS LTD…0.1%

+90K(+129%)

ZETA0.5%

+88K(+60%)

SLI0.4%

+83K(+9%)

QUANTA COMPUTER INC …0.1%

+59K(+421%)

NDAQ0.5%

+43K(+723%)

VA TECH WABAG LTD IN…0.1%

+40K(+133%)

AVNT0.5%

+40K(+65%)

PB FINTECH LTD INR 2…0.2%

+38K(+76%)

RRC0.7%

+37K(+46%)

Decreased

BANK BTPN SYARIAH TB…0.0%

-759,200(-80%)

BHARAT ELECTRONICS L…0.3%

-600,000(-48%)

TTI0.9%

-130,479(-13%)

CHAILEASE HOLDING CO…0.1%

-100,000(-43%)

J plus T GLOBAL EXPR…0.0%

-60,000(-33%)

CMC CORP/VIETNAM VND…0.1%

-53,000(-5%)

GRABW0.1%

-50,000(-14%)

PETROVIETNAM TECHNIC…0.1%

-41,500(-9%)

PANW0.2%

-36,602(-81%)

WTTR0.7%

-36,009(-9%)

Exited

-29,655

-17,364

-522,287

-140,788

-23,806

-55,002

-156,114

-118,998

-181,563

-15,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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