We are live on ! Find out more
SLG

Stanley-Laman Group Portfolio holdings

AUM $814M
1-Year Est. Return 40.24%
This Fund
S&P 500
This Quarter Est. Return
+11.33%
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
$702M
AUM Growth
+$28.5M
Cap. Flow
-$12M
Cap. Flow %
-1.71%
Top 10 Hldgs %
18.64%
Holding
332
New
49
Increased
39
Reduced
94
Closed
81

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$8.22M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.15M
3
AMZN icon
Amazon
AMZN
+$8.05M
4
ANET icon
Arista Networks
ANET
+$7.87M
5
MPWR icon
Monolithic Power Systems
MPWR
+$7.49M

Top Sells

Rank Stock Value
1
FRSH icon
Freshworks
FRSH
+$7.4M
2
DDOG icon
Datadog
DDOG
+$7.37M
3
AMBA icon
Ambarella
AMBA
+$7.34M
4
MDB icon
MongoDB
MDB
+$6.79M
5
RMBS icon
Rambus
RMBS
+$6.61M

Sector Composition

Rank Sector Weight
1 Technology 31.32%
2 Industrials 13.02%
3 Healthcare 7.84%
4 Energy 7.44%
5 Financials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
26
Intuitive Surgical
ISRG
$122B
$6.02M 0.86%
13,456
+12,842
+2,092% +$6.16M
INTU icon
27
Intuit
INTU
$79.6B
$5.71M 0.81%
8,364
+51
+0.6% +$36.8K
VAL icon
28
Valaris
VAL
$5.3B
$5.7M 0.81%
116,959
-1,271
-1% -$62K
TTWO icon
29
Take-Two Interactive
TTWO
$43.9B
$5.6M 0.8%
21,672
-172
-0.8% -$40.7K
CAE icon
30
CAE Inc
CAE
$7.94B
$5.46M 0.78%
184,307
-143
-0.1% -$4.02K
VOO icon
31
Vanguard S&P 500 ETF
VOO
$974B
$5.32M 0.76%
8,680
-293
-3% -$173K
AIR icon
32
AAR Corp
AIR
$5.38B
$5.24M 0.75%
58,425
-10,342
-15% -$787K
MA icon
33
Mastercard
MA
$480B
$5.18M 0.74%
9,107
+4
+0% +$2.3K
CVS icon
34
CVS Health
CVS
$137B
$5.03M 0.72%
66,776
-477
-0.7% -$32.7K
BA icon
35
Boeing
BA
$169B
$5M 0.71%
23,160
-369
-2% -$83.2K
CG icon
36
Carlyle Group
CG
$16.6B
$4.99M 0.71%
79,636
-1,402
-2% -$87.6K
CCC
37
CCC Intelligent Solutions
CCC
$3.55B
$4.96M 0.71%
544,288
+55,654
+11% +$538K
JBL icon
38
Jabil
JBL
$31.5B
$4.92M 0.7%
22,647
-225
-1% -$49K
WFRD icon
39
Weatherford International
WFRD
$5.79B
$4.88M 0.7%
71,277
-820
-1% -$48.7K
LHX icon
40
L3Harris
LHX
$52.5B
$4.82M 0.69%
15,793
-454
-3% -$124K
P
41
Everpure Inc
P
$23.1B
$4.41M 0.63%
52,677
-11,855
-18% -$788K
PH icon
42
Parker-Hannifin
PH
$120B
$4.41M 0.63%
5,818
-1,539
-21% -$1.14M
OSIS icon
43
OSI Systems
OSIS
$3.51B
$4.37M 0.62%
17,547
-2,941
-14% -$671K
MCK icon
44
McKesson
MCK
$98.5B
$4.36M 0.62%
5,647
+23
+0.4% +$16.2K
NTNX icon
45
Nutanix
NTNX
$14.9B
$4.32M 0.62%
58,079
-205
-0.4% -$15K
COST icon
46
Costco
COST
$417B
$4.3M 0.61%
4,649
-39
-0.8% -$37.4K
ONTO icon
47
Onto Innovation
ONTO
$13.9B
$4.29M 0.61%
33,233
-20,715
-38% -$2.22M
HIG icon
48
Hartford Financial Services
HIG
$38.4B
$4.23M 0.6%
31,743
-231
-0.7% -$29.6K
MRVL icon
49
Marvell Technology
MRVL
$169B
$4.22M 0.6%
50,215
-485
-1% -$35.7K
GSK icon
50
GSK
GSK
$104B
$4.19M 0.6%
97,063
-781
-0.8% -$30.5K
1
2
3 4 5

Similar funds

VFG
Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Stanley-Laman Group's Q3 2025 Portfolio in Review

As of Q3 2025, Stanley-Laman Group held 332 positions worth $702M, up 4.2% from $673M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Stanley-Laman Group's Q3 2025 filing shows 49 new, 39 increased, 94 reduced and 81 closed positions. Its largest new stake was Arista Networks: 61,078 shares worth $8.9M. The largest sale was Freshworks, an estimated $7.4M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Industrials and Healthcare.

  • Stanley-Laman Group's largest Q3 2025 buy was Arista Networks: 61,078 shares worth $8.9M.
  • Stanley-Laman Group added most to Meta Platforms (Facebook) in Q3 2025, an estimated $8.22M increase.
  • Stanley-Laman Group's biggest Q3 2025 reduction was Energy Fuels, cutting an estimated $2.86M.
  • Stanley-Laman Group fully exited Freshworks in Q3 2025, selling an estimated $7.4M.
  • Stanley-Laman Group's ten largest holdings make up 19% of its $702M portfolio in Q3 2025.
  • Stanley-Laman Group opened 49 new positions and closed 81 in Q3 2025.
  • Stanley-Laman Group's portfolio value rose 4.2% quarter-over-quarter to $702M.

Based on Stanley-Laman Group's 13F filing for Q3 2025, filed 22 Oct 2025.