We are live on ! Find out more
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRT icon
26
Vertiv
VRT
$106B
$9.59M 0.97%
28,634
-668
-2% -$212K
JBL icon
27
Jabil
JBL
$32.7B
$9.41M 0.96%
24,410
-202
-0.8% -$69.8K
STX icon
28
Seagate
STX
$191B
$8.46M 0.86%
+8,763
New +$6.68M
HPE icon
29
Hewlett Packard
HPE
$70.9B
$8.45M 0.86%
187,381
-64,593
-26% -$2.33M
LLY icon
30
Eli Lilly
LLY
$1.02T
$8.09M 0.82%
6,747
-40
-0.6% -$40.9K
AIR icon
31
AAR Corp
AIR
$5.09B
$8.05M 0.82%
56,346
-282
-0.5% -$33.3K
VAL icon
32
Valaris
VAL
$5.98B
$7.62M 0.77%
104,946
-881
-0.8% -$82K
LNTH icon
33
Lantheus
LNTH
$6.58B
$7.54M 0.77%
67,964
-17,510
-20% -$1.63M
CVS icon
34
CVS Health
CVS
$124B
$7.44M 0.76%
71,877
-544
-0.8% -$48.6K
TTWO icon
35
Take-Two Interactive
TTWO
$39.9B
$7.09M 0.72%
28,352
-100
-0.4% -$22.1K
VOO icon
36
Vanguard S&P 500 ETF
VOO
$1.03T
$7.02M 0.71%
10,228
+13
+0.1% +$8.67K
MA icon
37
Mastercard
MA
$510B
$6.74M 0.68%
13,121
+29
+0.2% +$14.5K
SNX icon
38
TD Synnex
SNX
$21B
$6.39M 0.65%
23,891
-568
-2% -$137K
BA icon
39
Boeing
BA
$166B
$6.3M 0.64%
29,083
-113
-0.4% -$25.1K
FN icon
40
Fabrinet
FN
$14.6B
$6.28M 0.64%
+11,181
New +$7.21M
PH icon
41
Parker-Hannifin
PH
$123B
$6.25M 0.64%
6,393
+5
+0.1% +$4.58K
WFRD icon
42
Weatherford International
WFRD
$6.8B
$6.23M 0.63%
76,412
-520
-0.7% -$52.7K
CORT icon
43
Corcept Therapeutics
CORT
$11.9B
$5.93M 0.6%
68,196
-429
-0.6% -$25.9K
VLO icon
44
Valero Energy
VLO
$105B
$5.65M 0.57%
21,707
-518
-2% -$128K
CFG icon
45
Citizens Financial Group
CFG
$29.9B
$5.53M 0.56%
78,867
-68
-0.1% -$4.38K
GSK icon
46
GSK
GSK
$99.9B
$5.51M 0.56%
105,124
-52
-0% -$2.75K
IBKR icon
47
Interactive Brokers
IBKR
$41.8B
$5.46M 0.56%
62,757
-1,263
-2% -$105K
SLB icon
48
SLB Ltd
SLB
$83.8B
$5.4M 0.55%
116,171
-674
-0.6% -$36.1K
KNX icon
49
Knight Transportation
KNX
$11.5B
$5.3M 0.54%
68,006
-1,417
-2% -$98.2K
ADM icon
50
Archer Daniels Midland
ADM
$40.5B
$5.29M 0.54%
69,210
-1,555
-2% -$118K
1
2
3 4 5

Similar funds

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $984M AUM 34.75% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $984M AUM 19.46% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

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.