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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
+4.93%
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
$787M
AUM Growth
+$85.1M
Cap. Flow
+$60.4M
Cap. Flow %
7.67%
Top 10 Hldgs %
18.87%
Holding
316
New
65
Increased
114
Reduced
51
Closed
11

Top Buys

Rank Stock Value
1
CFG icon
Citizens Financial Group
CFG
+$3.94M
2
OLN icon
Olin
OLN
+$3.85M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.48M
4
RRC icon
Range Resources
RRC
+$3.05M
5
RTX icon
RTX Corp
RTX
+$2.91M

Top Sells

Rank Stock Value
1
AL
Air Lease Corp
AL
+$3.36M
2
UUUU icon
Energy Fuels
UUUU
+$2M
3
TTI icon
TETRA Technologies
TTI
+$2M
4
HCSG icon
Healthcare Services Group
HCSG
+$1.5M
5
CCJ icon
Cameco
CCJ
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 29.57%
2 Industrials 13.26%
3 Healthcare 8.89%
4 Energy 7.82%
5 Financials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BA icon
26
Boeing
BA
$169B
$6.14M 0.78%
28,291
+5,131
+22% +$1.06M
SNPS icon
27
Synopsys
SNPS
$73.6B
$5.97M 0.76%
12,705
-172
-1% -$76.4K
CAE icon
28
CAE Inc
CAE
$7.94B
$5.92M 0.75%
194,624
+10,317
+6% +$289K
TTWO icon
29
Take-Two Interactive
TTWO
$43.9B
$5.9M 0.75%
23,051
+1,379
+6% +$344K
WFRD icon
30
Weatherford International
WFRD
$5.79B
$5.9M 0.75%
75,363
+4,086
+6% +$297K
INTU icon
31
Intuit
INTU
$79.6B
$5.83M 0.74%
8,807
+443
+5% +$293K
ORCL icon
32
Oracle
ORCL
$364B
$5.78M 0.73%
29,655
-282
-0.9% -$67.1K
CVS icon
33
CVS Health
CVS
$137B
$5.59M 0.71%
70,440
+3,664
+5% +$289K
JBL icon
34
Jabil
JBL
$31.5B
$5.55M 0.7%
24,323
+1,676
+7% +$358K
PH icon
35
Parker-Hannifin
PH
$120B
$5.49M 0.7%
6,248
+430
+7% +$352K
CDNS icon
36
Cadence Design Systems
CDNS
$91B
$5.43M 0.69%
17,364
-221
-1% -$72.1K
AIR icon
37
AAR Corp
AIR
$5.38B
$5.19M 0.66%
62,659
+4,234
+7% +$350K
GSK icon
38
GSK
GSK
$104B
$5.11M 0.65%
104,136
+7,073
+7% +$330K
LNTH icon
39
Lantheus
LNTH
$7B
$5.02M 0.64%
75,446
-4,240
-5% -$247K
MCK icon
40
McKesson
MCK
$98.5B
$4.92M 0.63%
5,999
+352
+6% +$287K
OSIS icon
41
OSI Systems
OSIS
$3.51B
$4.88M 0.62%
19,126
+1,579
+9% +$412K
ALB icon
42
Albemarle
ALB
$14.2B
$4.85M 0.62%
34,260
-7,590
-18% -$862K
ONTO icon
43
Onto Innovation
ONTO
$13.9B
$4.82M 0.61%
30,507
-2,726
-8% -$387K
LHX icon
44
L3Harris
LHX
$52.5B
$4.8M 0.61%
16,342
+549
+3% +$159K
UUUU icon
45
Energy Fuels
UUUU
$2.87B
$4.76M 0.6%
327,265
-117,855
-26% -$2M
ARM icon
46
Arm
ARM
$285B
$4.75M 0.6%
43,416
-536
-1% -$77.9K
AR icon
47
Antero Resources
AR
$10.4B
$4.68M 0.6%
135,934
+56,936
+72% +$1.93M
HIG icon
48
Hartford Financial Services
HIG
$38.4B
$4.62M 0.59%
33,558
+1,815
+6% +$239K
AZN icon
49
AstraZeneca
AZN
$262B
$4.61M 0.59%
25,056
+898
+4% +$157K
PTC icon
50
PTC
PTC
$14.4B
$4.59M 0.58%
26,348
+6,066
+30% +$1.13M
1
2
3 4 5

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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 Q4 2025 Portfolio in Review

As of Q4 2025, Stanley-Laman Group held 316 positions worth $787M, up 12% from $702M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Stanley-Laman Group deployed $60.4M of net new capital in Q4 2025, opening 65 new positions and adding to 114 existing holdings. Its largest new stake was Citizens Financial Group: 73,314 shares worth $4.28M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 31% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was Air Lease Corp, an estimated $3.36M trimmed.

  • Stanley-Laman Group's largest Q4 2025 buy was Citizens Financial Group: 73,314 shares worth $4.28M.
  • Stanley-Laman Group added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $3.48M increase.
  • Stanley-Laman Group's biggest Q4 2025 reduction was Air Lease Corp, cutting an estimated $3.36M.
  • Stanley-Laman Group fully exited Lincoln Educational Services in Q4 2025, selling an estimated $495K.
  • Stanley-Laman Group's ten largest holdings make up 19% of its $787M portfolio in Q4 2025.
  • Stanley-Laman Group opened 65 new positions and closed 11 in Q4 2025.
  • Stanley-Laman Group's portfolio value rose 12% quarter-over-quarter to $787M.

Based on Stanley-Laman Group's 13F filing for Q4 2025, filed 23 Jan 2026.