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SLG

Stanley-Laman Group Portfolio holdings

AUM $984M
1-Year Est. Return 72.08%
This Fund
S&P 500
This Quarter Est. Return
+35.6%
1 Year Est. Return
+72.08%
3 Year Est. Return
+124.02%
5 Year Est. Return
+117.81%
10 Year Est. Return
+397.76%
AUM
$984M
AUM Growth
+$170M
Cap. Flow
-$13M
Cap. Flow %
-1.32%
Top 10 Hldgs %
20.36%
Holding
327
New
33
Increased
59
Reduced
120
Closed
29

Top Buys

Rank Stock Value
1
TER icon
Teradyne
TER
+$7.6M
2
FN icon
Fabrinet
FN
+$7.21M
3
STX icon
Seagate
STX
+$6.68M
4
BDC icon
Belden
BDC
+$4.14M
5
TEL icon
TE Connectivity
TEL
+$3.8M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$7.83M
2
ASML icon
ASML
ASML
+$7.33M
3
ISRG icon
Intuitive Surgical
ISRG
+$6.3M
4
ADI icon
Analog Devices
ADI
+$6.01M
5
PTC icon
PTC
PTC
+$3.86M

Sector Composition

Rank Sector Weight
1 Technology 36.52%
2 Miscellaneous 14.65%
3 Industrials 13.95%
4 Energy 7.53%
5 Healthcare 7.29%

No holdings matched the selected filter criteria.

5 6 7 8 9

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Stanley-Laman Group's Q2 2026 Portfolio in Review

As of Q2 2026, Stanley-Laman Group held 327 positions worth $984M, up 21% from $814M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Stanley-Laman Group's Q2 2026 filing shows 33 new, 59 increased, 120 reduced and 29 closed positions. Its largest new stake was Teradyne: 20,153 shares worth $9.75M. The largest sale was Meta Platforms (Facebook), an estimated $7.83M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 27% a quarter earlier, followed by Miscellaneous and Industrials.

  • Stanley-Laman Group's largest Q2 2026 buy was Teradyne: 20,153 shares worth $9.75M.
  • Stanley-Laman Group added most to Ionis Pharmaceuticals in Q2 2026, an estimated $1.62M increase.
  • Stanley-Laman Group's biggest Q2 2026 reduction was Meta Platforms (Facebook), cutting an estimated $7.83M.
  • Stanley-Laman Group fully exited Analog Devices in Q2 2026, selling an estimated $6.01M.
  • Stanley-Laman Group's ten largest holdings make up 20% of its $984M portfolio in Q2 2026.
  • Stanley-Laman Group opened 33 new positions and closed 29 in Q2 2026.
  • Stanley-Laman Group's portfolio value rose 21% quarter-over-quarter to $984M.

Based on Stanley-Laman Group's 13F filing for Q2 2026, filed 5 Aug 2026.