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Stanley-Laman Group

Stanley-Laman Group Portfolio holdings

AUM $915M Turnover 11.67%
1-Year Est. Return 50.26%
This Fund
S&P 500
This Quarter Est. Return
-2.79%
1 Year Est. Return
+50.26%
3 Year Est. Return
+113.93%
5 Year Est. Return
+106.15%
10 Year Est. Return
+368.2%
AUM
$915M
AUM Growth
-$69.1M
Cap. Flow
-$11.3M
Cap. Flow %
-1.24%
Top 10 Hldgs %
19.78%
Holding
317
New
19
Increased
50
Reduced
138
Closed
18
Avg Time Held
2.3 years
Top 10 Avg Time Held
0.7 years
Top 20 Avg Time Held
1 year

Top Buys

Rank Stock Value
1
MDGL icon
Madrigal Pharmaceuticals
MDGL
+$6.86M
2
GBCI icon
Glacier Bancorp
GBCI
+$5.86M
3
MNTN icon
MNTN Inc
MNTN
+$4.47M
4
MOS icon
The Mosaic Company
MOS
+$4.43M
5
FITB icon
Fifth Third Bancorp
FITB
+$2.8M

Top Sells

Rank Stock Value
1
LNTH icon
Lantheus
LNTH
+$7.54M
2
IONS icon
Ionis Pharmaceuticals
IONS
+$4.82M
3
ZETA icon
Zeta Global
ZETA
+$4.57M
4
HIG icon
Hartford Financial Services
HIG
+$4.52M
5
GXO icon
GXO Logistics
GXO
+$4.01M

Sector Composition

Rank Sector Weight
1 Technology 36.13%
2 Miscellaneous 15.81%
3 Industrials 11.61%
4 Energy 8.7%
5 Healthcare 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
GSK icon
51
GSK
GSK
$101B
$4.93M 0.54%
102,446
-2,678
-3% -$137K
2023 Q4
11 quarters
CFG icon
52
Citizens Financial Group
CFG
$27.4B
$4.93M 0.54%
77,311
-1,556
-2% -$110K
2025 Q4
3 quarters
PTEN icon
53
Patterson-UTI
PTEN
$4.16B
$4.91M 0.54%
449,398
-10,018
-2% -$110K
2023 Q3
12 quarters
TEL icon
54
TE Connectivity
TEL
$62B
$4.89M 0.53%
23,178
+5,325
+30% +$1.1M
2026 Q2
1 quarter
CVX icon
55
Chevron
CVX
$429B
$4.72M 0.52%
23,100
-366
-2% -$72.1K
2020 Q1
26 quarters
AR icon
56
Antero Resources
AR
$11.9B
$4.71M 0.52%
141,177
-4,293
-3% -$155K
2025 Q3
4 quarters
FN icon
57
Fabrinet
FN
$11.7B
$4.66M 0.51%
10,989
-192
-2% -$88.1K
2026 Q2
1 quarter
CAE icon
58
CAE Inc
CAE
$8.92B
$4.61M 0.5%
192,019
-4,457
-2% -$112K
2023 Q4
11 quarters
COST icon
59
Costco
COST
$490B
$4.5M 0.49%
4,940
-195
-4% -$182K
2020 Q1
26 quarters
KEX icon
60
Kirby Corp
KEX
$6.75B
$4.43M 0.48%
33,735
-914
-3% -$126K
2022 Q1
18 quarters
RRC icon
61
Range Resources
RRC
$12.1B
$4.37M 0.48%
117,963
-2,818
-2% -$111K
2025 Q4
3 quarters
OLN icon
62
Olin
OLN
$1.99B
$4.31M 0.47%
277,865
+62,815
+29% +$1.19M
2025 Q4
3 quarters
FNB icon
63
FNB Corp
FNB
$6.38B
$4.28M 0.47%
248,553
-6,638
-3% -$124K
2025 Q2
5 quarters
NXE icon
64
NexGen Energy
NXE
$5.34B
$4.24M 0.46%
465,211
-12,934
-3% -$127K
2022 Q4
15 quarters
KNX icon
65
Knight Transportation
KNX
$10.4B
$4.24M 0.46%
66,637
-1,369
-2% -$96.5K
2024 Q4
7 quarters
MOS icon
66
The Mosaic Company
MOS
$6.97B
$4.13M 0.45%
+190,747
New +$4.43M
2026 Q3
0 quarters
AIR icon
67
AAR Corp
AIR
$4.36B
$4.09M 0.45%
40,336
-16,010
-28% -$2.12M
2021 Q4
19 quarters
MNTN icon
68
MNTN Inc
MNTN
$382M
$4.08M 0.45%
+400,992
New +$4.47M
2026 Q3
0 quarters
SNA icon
69
Snap-on
SNA
$19B
$4.02M 0.44%
11,076
-183
-2% -$72.2K
2020 Q3
24 quarters
WM icon
70
Waste Management
WM
$97B
$3.99M 0.44%
19,555
-319
-2% -$71.5K
2020 Q1
26 quarters
NXPI icon
71
NXP Semiconductors
NXPI
$66.8B
$3.97M 0.43%
16,711
-272
-2% -$66.3K
2023 Q4
11 quarters
AVNT icon
72
Avient
AVNT
$4.1B
$3.95M 0.43%
98,160
-2,539
-3% -$103K
2025 Q4
3 quarters
NDAQ icon
73
Nasdaq
NDAQ
$60.2B
$3.93M 0.43%
42,739
-1,469
-3% -$137K
2023 Q4
11 quarters
CAT icon
74
Caterpillar
CAT
$275B
$3.87M 0.42%
4,768
-71
-1% -$60.2K
2025 Q3
4 quarters
COR icon
75
Cencora
COR
$68.5B
$3.86M 0.42%
12,852
-205
-2% -$64.4K
2023 Q1
14 quarters
1 2
3
4 5

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Stanley-Laman Group's Q3 2026 Portfolio in Review

As of Q3 2026, Stanley-Laman Group held 317 positions worth $915M, down 7% from $984M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Stanley-Laman Group's Q3 2026 filing shows 19 new, 50 increased, 138 reduced and 18 closed positions. Its largest new stake was Madrigal Pharmaceuticals: 12,984 shares worth $6.54M. The largest sale was Lantheus, an estimated $7.54M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, down from 37% a quarter earlier, followed by Miscellaneous and Industrials.

  • Stanley-Laman Group's largest Q3 2026 buy was Madrigal Pharmaceuticals: 12,984 shares worth $6.54M.
  • Stanley-Laman Group added most to Marten Transport in Q3 2026, an estimated $1.82M increase.
  • Stanley-Laman Group's biggest Q3 2026 reduction was AAR Corp, cutting an estimated $2.12M.
  • Stanley-Laman Group fully exited Lantheus in Q3 2026, selling an estimated $7.54M.
  • Stanley-Laman Group's ten largest holdings make up 20% of its $915M portfolio in Q3 2026.
  • Stanley-Laman Group opened 19 new positions and closed 18 in Q3 2026.
  • Stanley-Laman Group's portfolio value fell 7% quarter-over-quarter to $915M.

Based on Stanley-Laman Group's 13F filing for Q3 2026, filed 20 Oct 2026.