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SLG

Stanley-Laman Group Portfolio holdings

AUM $814M
1-Year Est. Return 40.24%
This Fund
S&P 500
This Quarter Est. Return
-3.27%
1 Year Est. Return
+40.24%
3 Year Est. Return
+82.87%
5 Year Est. Return
+77.64%
10 Year Est. Return
+275.61%
AUM
$650M
AUM Growth
-$62.2M
Cap. Flow
-$88.6M
Cap. Flow %
-13.63%
Top 10 Hldgs %
14.59%
Holding
319
New
37
Increased
93
Reduced
84
Closed
37

Top Buys

Rank Stock Value
1
DDOG icon
Datadog
DDOG
+$7.72M
2
HUBS icon
HubSpot
HUBS
+$6.55M
3
KVYO icon
Klaviyo
KVYO
+$6.46M
4
DT icon
Dynatrace
DT
+$6.41M
5
PATH icon
UiPath
PATH
+$5.01M

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$72.2M
2
GAMB icon
Gambling.com
GAMB
+$12.3M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.58M
4
PCTY icon
Paylocity
PCTY
+$5.78M
5
PAYC icon
Paycom
PAYC
+$5.5M

Sector Composition

Rank Sector Weight
1 Technology 31.86%
2 Industrials 13.35%
3 Healthcare 10.75%
4 Energy 6.82%
5 Financials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVS icon
26
CVS Health
CVS
$137B
$5.39M 0.83%
79,527
-1,145
-1% -$68.5K
INTU icon
27
Intuit
INTU
$79.6B
$5.32M 0.82%
8,669
+7,229
+502% +$4.34M
OSIS icon
28
OSI Systems
OSIS
$3.51B
$5.12M 0.79%
26,329
-2,964
-10% -$565K
COR icon
29
Cencora
COR
$59.9B
$5.1M 0.79%
18,345
-1,369
-7% -$344K
WM icon
30
Waste Management
WM
$96.1B
$5.09M 0.78%
21,999
-1,097
-5% -$243K
PH icon
31
Parker-Hannifin
PH
$120B
$4.98M 0.77%
8,200
-1,304
-14% -$853K
CAE icon
32
CAE Inc
CAE
$7.94B
$4.97M 0.76%
202,044
-29,608
-13% -$721K
TTWO icon
33
Take-Two Interactive
TTWO
$43.9B
$4.94M 0.76%
23,842
-11,419
-32% -$2.28M
COST icon
34
Costco
COST
$417B
$4.94M 0.76%
5,223
-462
-8% -$450K
AMZN icon
35
Amazon
AMZN
$2.66T
$4.92M 0.76%
25,867
-7,950
-24% -$1.73M
KVYO icon
36
Klaviyo
KVYO
$5.29B
$4.85M 0.75%
+160,177
New +$6.46M
BL icon
37
BlackLine
BL
$1.78B
$4.79M 0.74%
98,879
+5,566
+6% +$305K
GSK icon
38
GSK
GSK
$104B
$4.79M 0.74%
123,532
+16,313
+15% +$597K
TTI icon
39
TETRA Technologies
TTI
$1.37B
$4.76M 0.73%
1,415,907
+31,396
+2% +$125K
AON icon
40
Aon
AON
$78.4B
$4.72M 0.73%
11,818
-514
-4% -$197K
VAL icon
41
Valaris
VAL
$5.3B
$4.58M 0.7%
116,560
+33,850
+41% +$1.45M
APPN icon
42
Appian
APPN
$1.92B
$4.57M 0.7%
158,675
+15,815
+11% +$518K
LLY icon
43
Eli Lilly
LLY
$1.05T
$4.51M 0.69%
5,462
+185
+4% +$154K
ADP icon
44
Automatic Data Processing
ADP
$102B
$4.39M 0.68%
14,381
-1,775
-11% -$535K
AL
45
DELISTED
Air Lease Corp
AL
$4.39M 0.68%
90,814
-940
-1% -$44.1K
AZN icon
46
AstraZeneca
AZN
$262B
$4.33M 0.67%
29,425
+4,807
+20% +$695K
TJX icon
47
TJX Companies
TJX
$171B
$4.31M 0.66%
35,393
-4,616
-12% -$560K
NVDA icon
48
NVIDIA
NVDA
$4.91T
$4.25M 0.65%
39,243
-20,831
-35% -$2.64M
HIG icon
49
Hartford Financial Services
HIG
$38.4B
$4.24M 0.65%
34,294
-305
-0.9% -$35K
AIR icon
50
AAR Corp
AIR
$5.38B
$4.2M 0.65%
75,073
-2,298
-3% -$153K
1
2
3 4 5

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CICI
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TFM
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UAG
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Stanley-Laman Group's Q1 2025 Portfolio in Review

As of Q1 2025, Stanley-Laman Group held 319 positions worth $650M, down 8.7% from $712M the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Stanley-Laman Group withdrew a net $88.6M in Q1 2025, closing 37 positions and reducing 84 holdings. Its most notable exit was Paylocity, an estimated $5.78M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Stanley-Laman Group opened a new position in Datadog worth $6.07M.

  • Stanley-Laman Group's largest Q1 2025 buy was Datadog: 61,207 shares worth $6.07M.
  • Stanley-Laman Group added most to HubSpot in Q1 2025, an estimated $6.55M increase.
  • Stanley-Laman Group's biggest Q1 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $72.2M.
  • Stanley-Laman Group fully exited Paylocity in Q1 2025, selling an estimated $5.78M.
  • Stanley-Laman Group's ten largest holdings make up 15% of its $650M portfolio in Q1 2025.
  • Stanley-Laman Group opened 37 new positions and closed 37 in Q1 2025.
  • Stanley-Laman Group's portfolio value fell 8.7% quarter-over-quarter to $650M.

Based on Stanley-Laman Group's 13F filing for Q1 2025, filed 16 Apr 2025.