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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
TTI icon
51
TETRA Technologies
TTI
$1.37B
$4.35M 0.65%
1,294,410
-121,497
-9% -$354K
APPN icon
52
Appian
APPN
$1.92B
$4.29M 0.64%
143,832
-14,843
-9% -$446K
COR icon
53
Cencora
COR
$59.9B
$4.28M 0.64%
14,286
-4,059
-22% -$1.17M
OKTA icon
54
Okta
OKTA
$26B
$4.26M 0.63%
42,600
-52,404
-55% -$5.6M
CG icon
55
Carlyle Group
CG
$16.6B
$4.17M 0.62%
81,038
-6,579
-8% -$283K
HON icon
56
Honeywell
HON
$71.3B
$4.17M 0.62%
18,976
-2,051
-10% -$415K
MCK icon
57
McKesson
MCK
$98.5B
$4.12M 0.61%
5,624
-2,804
-33% -$1.98M
BRKR icon
58
Bruker
BRKR
$8.86B
$4.12M 0.61%
99,890
+12,154
+14% +$469K
UUUU icon
59
Energy Fuels
UUUU
$2.87B
$4.11M 0.61%
714,322
+11,362
+2% +$54.5K
HCSG icon
60
Healthcare Services Group
HCSG
$1.74B
$4.1M 0.61%
272,789
-83,789
-23% -$1.11M
AVGO icon
61
Broadcom
AVGO
$1.76T
$4.08M 0.61%
14,796
-683
-4% -$148K
PTC icon
62
PTC
PTC
$14.4B
$4.08M 0.61%
23,665
-2,093
-8% -$337K
LHX icon
63
L3Harris
LHX
$52.5B
$4.08M 0.61%
16,247
-1,416
-8% -$325K
ADP icon
64
Automatic Data Processing
ADP
$102B
$4.06M 0.6%
13,165
-1,216
-8% -$373K
HIG icon
65
Hartford Financial Services
HIG
$38.4B
$4.06M 0.6%
31,974
-2,320
-7% -$288K
ADM icon
66
Archer Daniels Midland
ADM
$41.4B
$3.98M 0.59%
75,383
-6,719
-8% -$327K
NXPI icon
67
NXP Semiconductors
NXPI
$67.3B
$3.95M 0.59%
18,072
-2,278
-11% -$445K
MRVL icon
68
Marvell Technology
MRVL
$169B
$3.92M 0.58%
50,700
+10,344
+26% +$646K
SPSC icon
69
SPS Commerce
SPSC
$2.41B
$3.9M 0.58%
28,639
+4,886
+21% +$677K
AON icon
70
Aon
AON
$78.4B
$3.89M 0.58%
10,903
-915
-8% -$332K
KEX icon
71
Kirby Corp
KEX
$7.71B
$3.88M 0.58%
34,241
-3,694
-10% -$388K
IBKR icon
72
Interactive Brokers
IBKR
$40.3B
$3.83M 0.57%
69,162
-6,274
-8% -$298K
GSK icon
73
GSK
GSK
$104B
$3.76M 0.56%
97,844
-25,688
-21% -$982K
P
74
Everpure Inc
P
$23.1B
$3.72M 0.55%
64,532
-6,038
-9% -$300K
WFRD icon
75
Weatherford International
WFRD
$5.79B
$3.63M 0.54%
72,097
+12,948
+22% +$601K
1 2
3
4 5

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CICI
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TFM
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UAG
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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.