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
-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
HON icon
51
Honeywell
HON
$71.7B
$4.2M 0.65%
21,027
-3,040
-13% -$615K
CVX icon
52
Chevron
CVX
$378B
$4.13M 0.64%
24,716
-899
-4% -$141K
AMGN icon
53
Amgen
AMGN
$197B
$4.12M 0.63%
13,215
+3,262
+33% +$963K
SNA icon
54
Snap-on
SNA
$21.1B
$4.07M 0.63%
12,070
-616
-5% -$209K
BA icon
55
Boeing
BA
$165B
$4.07M 0.63%
23,846
-51
-0.2% -$8.83K
NTNX icon
56
Nutanix
NTNX
$14.9B
$4.04M 0.62%
+57,905
New +$4.01M
PTC icon
57
PTC
PTC
$14.4B
$3.99M 0.61%
25,758
-541
-2% -$93K
ADM icon
58
Archer Daniels Midland
ADM
$41.3B
$3.94M 0.61%
82,102
+4,407
+6% +$213K
GXO icon
59
GXO Logistics
GXO
$6.07B
$3.94M 0.61%
100,761
+42,172
+72% +$1.76M
FLR icon
60
Fluor
FLR
$6.91B
$3.92M 0.6%
109,493
-2,051
-2% -$88.6K
ELV icon
61
Elevance Health
ELV
$82.9B
$3.9M 0.6%
8,955
+747
+9% +$300K
JBL icon
62
Jabil
JBL
$32.1B
$3.88M 0.6%
28,514
-6,395
-18% -$983K
NXPI icon
63
NXP Semiconductors
NXPI
$67.5B
$3.87M 0.6%
20,350
+1,241
+6% +$265K
KEX icon
64
Kirby Corp
KEX
$7.73B
$3.83M 0.59%
37,935
-868
-2% -$90.6K
CG icon
65
Carlyle Group
CG
$16.1B
$3.82M 0.59%
87,617
-18,883
-18% -$936K
CCC
66
CCC Intelligent Solutions
CCC
$3.67B
$3.8M 0.58%
+420,626
New +$4.37M
LHX icon
67
L3Harris
LHX
$52.3B
$3.7M 0.57%
17,663
+457
+3% +$95.8K
SDGR icon
68
Schrodinger
SDGR
$1.12B
$3.69M 0.57%
186,980
+27,511
+17% +$619K
LMT icon
69
Lockheed Martin
LMT
$117B
$3.67M 0.56%
8,212
+290
+4% +$133K
BRKR icon
70
Bruker
BRKR
$8.55B
$3.66M 0.56%
87,736
-1,472
-2% -$76.6K
NBIX icon
71
Neurocrine Biosciences
NBIX
$17.4B
$3.61M 0.56%
32,659
-9,499
-23% -$1.2M
HCSG icon
72
Healthcare Services Group
HCSG
$1.71B
$3.59M 0.55%
356,578
-1,328
-0.4% -$14.6K
SLB icon
73
SLB Ltd
SLB
$69.4B
$3.52M 0.54%
84,220
+5,528
+7% +$227K
CPRX
74
DELISTED
Catalyst Pharmaceutical
CPRX
$3.5M 0.54%
+144,428
New +$3.25M
SYY icon
75
Sysco
SYY
$38.6B
$3.49M 0.54%
46,459
+660
+1% +$48.4K
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 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.