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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
+10.51%
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
$673M
AUM Growth
+$23.4M
Cap. Flow
-$43.5M
Cap. Flow %
-6.46%
Top 10 Hldgs %
13.47%
Holding
310
New
28
Increased
60
Reduced
115
Closed
27

Top Buys

Rank Stock Value
1
AMBA icon
Ambarella
AMBA
+$5.89M
2
TENB icon
Tenable Holdings
TENB
+$5.82M
3
ONTO icon
Onto Innovation
ONTO
+$5.76M
4
APPF icon
AppFolio
APPF
+$5.58M
5
RMBS icon
Rambus
RMBS
+$5.54M

Top Sells

Rank Stock Value
1
ZS icon
Zscaler
ZS
+$8.25M
2
PATH icon
UiPath
PATH
+$7.25M
3
CXM icon
Sprinklr
CXM
+$5.76M
4
SNOW icon
Snowflake
SNOW
+$5.62M
5
OKTA icon
Okta
OKTA
+$5.6M

Sector Composition

Rank Sector Weight
1 Technology 33.26%
2 Industrials 13.23%
3 Healthcare 8.3%
4 Energy 6.79%
5 Financials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CFLT
26
DELISTED
Confluent
CFLT
$5.51M 0.82%
221,187
-23,344
-10% -$526K
ONTO icon
27
Onto Innovation
ONTO
$13.9B
$5.44M 0.81%
+53,948
New +$5.76M
CAE icon
28
CAE Inc
CAE
$7.94B
$5.4M 0.8%
184,450
-17,594
-9% -$444K
HUBS icon
29
HubSpot
HUBS
$11.5B
$5.37M 0.8%
9,654
-931
-9% -$545K
NBIX icon
30
Neurocrine Biosciences
NBIX
$17.2B
$5.34M 0.79%
42,521
+9,862
+30% +$1.13M
TTWO icon
31
Take-Two Interactive
TTWO
$43.9B
$5.3M 0.79%
21,844
-1,998
-8% -$450K
PH icon
32
Parker-Hannifin
PH
$120B
$5.14M 0.76%
7,357
-843
-10% -$533K
MA icon
33
Mastercard
MA
$480B
$5.12M 0.76%
9,103
-975
-10% -$539K
VOO icon
34
Vanguard S&P 500 ETF
VOO
$974B
$5.1M 0.76%
8,973
-10,062
-53% -$5.29M
JBL icon
35
Jabil
JBL
$31.5B
$4.99M 0.74%
22,872
-5,642
-20% -$915K
VAL icon
36
Valaris
VAL
$5.3B
$4.98M 0.74%
118,230
+1,670
+1% +$62.8K
BA icon
37
Boeing
BA
$169B
$4.93M 0.73%
23,529
-317
-1% -$59.9K
GXO icon
38
GXO Logistics
GXO
$6.22B
$4.89M 0.73%
100,364
-397
-0.4% -$15.8K
AL
39
DELISTED
Air Lease Corp
AL
$4.82M 0.72%
82,444
-8,370
-9% -$436K
KVYO icon
40
Klaviyo
KVYO
$5.29B
$4.81M 0.71%
143,230
-16,947
-11% -$537K
AIR icon
41
AAR Corp
AIR
$5.38B
$4.73M 0.7%
68,767
-6,306
-8% -$378K
LNTH icon
42
Lantheus
LNTH
$7B
$4.7M 0.7%
57,457
-2,949
-5% -$259K
WM icon
43
Waste Management
WM
$96.1B
$4.68M 0.7%
20,474
-1,525
-7% -$354K
COST icon
44
Costco
COST
$417B
$4.64M 0.69%
4,688
-535
-10% -$532K
CVS icon
45
CVS Health
CVS
$137B
$4.64M 0.69%
67,253
-12,274
-15% -$805K
OSIS icon
46
OSI Systems
OSIS
$3.51B
$4.61M 0.68%
20,488
-5,841
-22% -$1.25M
FLR icon
47
Fluor
FLR
$6.85B
$4.6M 0.68%
89,696
-19,797
-18% -$789K
CCC
48
CCC Intelligent Solutions
CCC
$3.55B
$4.6M 0.68%
488,634
+68,008
+16% +$608K
RAMP icon
49
LiveRamp
RAMP
$2.3B
$4.49M 0.67%
135,800
+23,527
+21% +$683K
NTNX icon
50
Nutanix
NTNX
$14.9B
$4.46M 0.66%
58,284
+379
+0.7% +$27.3K
1
2
3 4 5

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CICI
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TFM
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Stanley-Laman Group's Q2 2025 Portfolio in Review

As of Q2 2025, Stanley-Laman Group held 310 positions worth $673M, up 3.6% from $650M the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Stanley-Laman Group withdrew a net $43.5M in Q2 2025, closing 27 positions and reducing 115 holdings. Its most notable exit was Zscaler, an estimated $8.25M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 32% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Stanley-Laman Group opened a new position in Ambarella worth $7.34M.

  • Stanley-Laman Group's largest Q2 2025 buy was Ambarella: 111,164 shares worth $7.34M.
  • Stanley-Laman Group added most to Amazon in Q2 2025, an estimated $1.42M increase.
  • Stanley-Laman Group's biggest Q2 2025 reduction was UiPath, cutting an estimated $7.25M.
  • Stanley-Laman Group fully exited Zscaler in Q2 2025, selling an estimated $8.25M.
  • Stanley-Laman Group's ten largest holdings make up 13% of its $673M portfolio in Q2 2025.
  • Stanley-Laman Group opened 28 new positions and closed 27 in Q2 2025.
  • Stanley-Laman Group's portfolio value rose 3.6% quarter-over-quarter to $673M.

Based on Stanley-Laman Group's 13F filing for Q2 2025, filed 29 Jul 2025.