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
+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
COHU icon
51
Cohu
COHU
$2.41B
$4.55M 0.58%
195,536
+42,593
+28% +$976K
COR icon
52
Cencora
COR
$59.9B
$4.49M 0.57%
13,291
+769
+6% +$262K
TJX icon
53
TJX Companies
TJX
$171B
$4.38M 0.56%
28,519
+1,192
+4% +$176K
NXE icon
54
NexGen Energy
NXE
$5.82B
$4.34M 0.55%
472,115
+30,340
+7% +$268K
SLB icon
55
SLB Ltd
SLB
$70.3B
$4.34M 0.55%
113,052
+5,410
+5% +$196K
WM icon
56
Waste Management
WM
$96.1B
$4.3M 0.55%
19,586
+761
+4% +$162K
CFG icon
57
Citizens Financial Group
CFG
$30.6B
$4.28M 0.54%
+73,314
New +$3.94M
COST icon
58
Costco
COST
$417B
$4.26M 0.54%
4,942
+293
+6% +$266K
CCC
59
CCC Intelligent Solutions
CCC
$3.55B
$4.15M 0.53%
522,287
-22,001
-4% -$179K
GXO icon
60
GXO Logistics
GXO
$6.22B
$4.15M 0.53%
78,769
+6,283
+9% +$330K
SF
61
Stifel
SF
$11.8B
$4.14M 0.53%
49,598
+1,737
+4% +$139K
RAMP icon
62
LiveRamp
RAMP
$2.3B
$4.13M 0.53%
140,788
+6,270
+5% +$180K
FNB icon
63
FNB Corp
FNB
$6.82B
$4.08M 0.52%
238,818
+3,589
+2% +$58.7K
SBSW icon
64
Sibanye-Stillwater
SBSW
$5.66B
$4.05M 0.51%
284,141
-43,204
-13% -$523K
IBKR icon
65
Interactive Brokers
IBKR
$40.3B
$4.03M 0.51%
62,627
+2,654
+4% +$178K
WTTR icon
66
Select Water Solutions
WTTR
$2.53B
$4.02M 0.51%
382,502
+11,429
+3% +$123K
AMGN icon
67
Amgen
AMGN
$198B
$3.99M 0.51%
12,196
+455
+4% +$144K
KEX icon
68
Kirby Corp
KEX
$7.71B
$3.99M 0.51%
36,211
+2,210
+6% +$225K
SLI
69
Standard Lithium
SLI
$551M
$3.99M 0.51%
892,195
+28,957
+3% +$123K
ADM icon
70
Archer Daniels Midland
ADM
$41.4B
$3.97M 0.51%
69,131
+2,456
+4% +$147K
NBIX icon
71
Neurocrine Biosciences
NBIX
$17.2B
$3.92M 0.5%
27,618
+2,264
+9% +$328K
SNA icon
72
Snap-on
SNA
$21.3B
$3.85M 0.49%
11,166
+432
+4% +$148K
NXPI icon
73
NXP Semiconductors
NXPI
$67.3B
$3.84M 0.49%
17,692
+515
+3% +$110K
CG icon
74
Carlyle Group
CG
$16.6B
$3.83M 0.49%
64,865
-14,771
-19% -$839K
OLN icon
75
Olin
OLN
$2.51B
$3.72M 0.47%
+178,678
New +$3.85M
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 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.